Problems with some email accounts
Hi, We have problems when we need send mails to some accounts. The emails are of valmesa.es domain. We send email to others accounts in this domain and works well. The problems only happens with some accounts: We think than when we send an email through
Email : incomming outlook MFA, outgoing Sendgrid, anyone succeed to connect?
Hi, We are using Outlook 365 for incomming server emails and using sendgrid as outgoing server. In zoho CRM email settings, when we use OTHER with IMAP, it turn indefinelty and the connection is never etablished. It's that way since MFA was implemented
Custom Function Argument Mapping Formatting Help
Howdy, I'm attempting to implement this custom function that checks for duplicates between the Leads and Contacts modules, using the email address. The code: relcont = zoho.crm.searchRecords("Contacts","(Email:equals:" + email + ")"); relcontsize = relcont.size();
Using BCC on "Send Email"
I'd like to auto populate the BCC field when selecting "Send Mail" from a contact record. Possible? I suspect not possible from reading older posts. If that feature isn't available can the Mail view have the BCC default to open? TIA
Custom Function During Blueprint Transition
I have some conditions for a deal to move from one stage to the next based on the status of related list items and some related Creator records. Right now I don't know a simple way to validate the statuses of these related items before allowing the transition.
Reschedule today's open calls to the next business day
Does someone has a Deluge script to reschedule the non-executed calls of today (at the end of the day) to the next business day ? The calls may be related to leads, potentials, contacts, ... it's just to be sure that those calls are replanned for the
Need a function to update a custom field in Deals upon deal creation based on custom field in associated Contact
Hello, I have a custom field in my deals module that is a single select dropdown list. I would like this field to be automatically upon new deal creation based on the value of a custom field in my Contacts module for the associated contact. Example: Contacts
Announcing Zoho CRM virtual classroom training 2023
Hello, everyone! Greetings from the Training and Certification team! Another great year, another great set of training schedules and goals ahead of us. We're excited to announce that we've started the virtual classroom sessions for the year and completed
API V2 searchRecordsByCriteria doesn't return all records
I've got an issue with results returned by api. I'm using php sdk atm. $bulkAPIResponse = $zcrmModuleIns->searchRecordsByCriteria("Lead_Type:equals:My Customer"); This returns only 7 records, when in Zoho UI I clearly see 8 records. Moreover, when I change the criteria to match that missing customer name $bulkAPIResponse = $zcrmModuleIns->searchRecordsByCriteria("Account_Name:equals:Dr Anakie"); I can get that record via api and I can see that specific field ["Lead_Type"]=> "My Customer" Can somebody
pulling record from zoho sheets with deluge, dates are getting malformed
I have an xlsx file i uploaded to drive, and am viewing in sheets. In sheets it shows the correct address format, in the US we us "M/D/YYYY" in this case it's "2/1/2023" I read in the records suing zoho.sheet.getRecords(resource_ID (of the file in workdrive)
Function seems to runs properly without an error but the function has not been executed
Hello, I do have an issue with a complex script. The script used to work without any problems but for some reason the function stopped working. The console says "Function successfully executed" but the function did not run (or there was an error but the
Client Script: Catch Newly Added Subform Items onSave
Hi. I'm having problems with client script and sales orders ordered items subform. I need to check each product for a specific flag, and I would like to do it when user save a new order or after modifying an exisitng one. I can't get newer added items:
workflow update field - How can I update a field by embedding another field's data?
hey i did a workflow to update field for exemple if module X created then update field X with Y(field in the same module) how i can put the the field Y in the update field worflow? with @/# maybe?
How do I use "Group" as a criteria in a View or Report?
I want to be shown fields from records where the owners of those records are users in a particular Group, but I can't find a way to use Group as a criteria in Views or Reports. How do I do this? For example, we have a team of salespeople known as Team Green and another known as Team Blue. I have created Groups in Zoho for Team Green and Team Blue that have each of the appropriate Zoho users as members of their respective team(s). I now want to pull a report that shows me x, y and z where the records
Feature to hide records
I want to hide specific records from a module. So I want to hide some companies instead of deleting them. But they should not be visible at all, only somewhere in the background. At the moment, this is not possible. I don't want to create a view of something.
telephony integration for any self hosted pbx solutions?
Is there a cti telephony integration for any self hosted pbx solutions? I currently use freepbx, but in the future may consider looking at a multitenant solution such as 2600hz kazoo, fusionpbx, etc. I know that asterisk (and thus freepbx) used to be
geplanter Anruf (offene Aktivität) einen anderen Benutzer und neues Datum zuordnen
Das nervt so ungemein.... Wann wird es Phase II und Phase III der neuen Aktivitäten geben? In meiner ToDo-LIste befinden sich viele geplante Anrufe. Jetzt soll einer dieser geplanten Anruf von einem anderen Benutzer durchgeführt und zwar nächste Woche
Hide specific records
Hi. Is it possible to hide specific records from a module? So I want to hide some companies instead of deleting them. But they should not be visible at all, only somewhere in the background
Zoho CRM Deluge - Converting Date/Time field to format "5:30 PM" with original timezone
EDIT: This is resolved. The solution is the following: Appointment_Date_Time="2023-02-23T10:30:00-08:00" Appointment_Date_Time.toTime("yyyy-MM-dd'T'HH:mm:ss").toString("HH:mm a", "PST"); ------------- Hello! I'm trying to turn a Date/Time field (i.e.
Regarding the phenomenon that Web notifications to Teams cannot be sent
Thanks for your help. How can I post to any channel in Teams using Web Notifications in ZohoCRM workflow? I have tried the following steps but the workflow is not working with the error "Invalid Request". 1. Set up an Incoming Webhook in Teams Set up
Clearing/removing values from subform in Zoho CRM
Hello, I am using a function that copies/clones an existing invoice and sets a few new parameter. I did this and it works perfectly. I.e.: invinfo.remove("Payment_History"); invinfo.remove("Created_By"); invinfo.remove("Modified_By"); invinfo.remove("Modified_Time");
How to make single column contents fill the whole field?
I would like my task description field to be full-width. I have looked all over Zoho and only find old complaints about the single-column field not being displayed correctly. I'm assuming there has been an update since most of those threads are over 10
IMAP: unable to select "Store sent messages on the server."
I added my email account to zoho crm. I selected "Store sent messages on the server." when i set up my account and it deselected itself. I tried to edit my email settings and tried to select it, and after clicking update it just hangs forever and does
trying to make a custom import wizzard
I'm suppose the best analogy of what i'm trying to do is make a custom "import wizard" for regular data imports, probably about 10 data imports a month of anywhere from 100-1000 rows each. That i'd like to have an assistant run. I have a custom module
Tracking Commissions Received for Insurance Policies
Have been trying for several years to figure out a way to track commissions received on insurance polices in CRM. I thought I had it solved by importing Excel spreadsheet into subform. However, now in year 2 and encountered problems such that this method
Marketing Activity Tracker
I engage with prospects in multiple ways. Some of these might include sending promotional items or sending a birthday card or any number of things. There are more sales activities than just calls, meetings, or emails. There needs to be a way to create
Zoho Permissions - Edit and Delete permissions
Hey there guys, I've been working on locking down the permissions a little bit in Zoho and am having trouble figuring out how this is done. I want users to be able to edit and delete their own comments but not be able to delete other people's comments. I've already heard an instance where someone deleted a comment posted by someone else to eliminate evidence. I'd hate to have that happen again. Any tips or ideas or is this not possible. Thanks so much, -Terence
Notification emails
Hi, I suddenly stopped receiving system notification emails. In particular, task assignment notification emails do not come from the system any longer. Any idea what may have caused the sudden change? Thanks in advance
Can I trigger field updates when a counter is 1 Greater than predecessor
I'm wanting to datestamp each update to a counter Number field in an associated Date field. In making the workflow rule, I chose the counter (a Number field) that increased by 1 each time a work event occurs. My logic options are =, !=, <, <=, >, >=,
How to convert date to Month and Year string/name?
Hello, I am trying to find a way to convert a value from a date field to two separate input fields: Month Name Year Name So if the date in the date field with the name "Invoice_Date" is 31.03.2023 the values should be: Month Name: March Year Name: 2023
Automatically create deal from Contact
Hi all, I would like to write a custom function to automatically create a deal when a new contact is created in our CRM. I have found in the community forum how to do it from a new account creation but I would like to do the same from a new contact creation. Could someone help me with Deluge script? Thanks a lot ! Ganesh
Some Fields updated- TimeLine
I noticing that on some records the timeline history is showing "Some Fields updated" but on others the update values are shown with details ... and some don't show any history at all, even though updates have been made over time. How can i see what fields
Forms / CRM Integration - Lookup Fields
I am using Zoho Forms to capture referrals from 3rd parties. The form creates a new entry in a custom module. The person filling in the form is a contact that is linked to the custom module. It is imperative that they are connected. The Forms/CRM integration will allow me to populate standard fields, but won't allow me to change lookup fields. As a result, I can't capture the person referring. I thought I might be able to code something from CRM to find the form, capture the referrer email,
How can I change email sender in CRM functions?
Hi, I want to send email from a CRM function by using Deluge sendmail command. It only allows to write "zoho.loginuserid" as "from". When I changed it, I am getting this error: "Failed to save the function. Please specify a valid from email address".
How to create a custom button that filters records in list view
Hello, I am looking for a way to create a custom button in the list view (module "Invoices") that is filtering the records by specific parameters. I.e. if I click on this button there should be displayed only records/invoices that match the following
How to get values from all linked records frome the same module?
Hello, I have created a custom module "Subscriptions" and different records from the module are linked to one subscription. I want to check the values of the field "Payment status" of all linked invoices (module "Invoices") and synchronize it to the field
ZOHO CRM: Issue on sending email
Hi there I've been sending a few emails today and it's running OK. However, just now, I am having an issue - have a pop-up saying: "Sorry, there was a problem processing your request." So I waited for a few minutes and still had the same issue. Any ideas?
Anyone else having 2-4 minutes delay for new records to be searchable in Zoho CRM?
By The Grace of G-D. Hi, Anyone else having 2-4 minutes delay for new records to be searchable in Zoho CRM? If you do, please upvote. Thank you!
Importing data CSV or Other method
Hello, I want to import data, to my contacts module (to trigger a workflow on a field update). I have a csv available which has a contact email and a list of dates in chronological order. One email could have multiple dates. When uploaded, the dates will
openUrl not working
I wrote a custom function that allows a user to create a quote from a potential by checking a box on the potential record. The benefit of doing this over using the Add a Quote quick link was I could pre fill many of the Quote fields with information that was already captured in the potential. Everything works perfectly, except for one statement at the end… I would like to redirect the user to the quotes list so that they see their newly created quote - I use the openUrl function, but it doesn't
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