• Filter on a lookup field

  Hi Support I have a lookup field called "Agent" in my potentials module. When I click it, it displays a list of agents defined (agent is another custom module).  I want to be able to add a boolean active/inactive to the agent module and have this lookup

• Unable to invite users to a meeting in CRM using Android mobile app

  In the CRM mobile app for Android, we can't add other users as invites to a meeting. If you try, you get a "No Users" message and an empty list. This issue started this week, it was not a problem before. It still works fine on the web and in the iOS app

• Search inside CRM and API

  Hi, We are having an issue trying to search for records inside Zoho using the search bar and through the API using the search endpoint. In both cases, we get null or empty data. However, when you check the module in the CRM the data is there and it is

• CRM Workflow rules

  Hello, I have set up a simple workflow to trigger an email based on a contact field {date} update/create. I intend to update the field weekly in order for it to send emails. I am testing it and It only sometimes work. It will not send an email every time

• Upload a Attachment in ZOHO crm by API

  Tips of the Day We can Upload the Attachment inside the Zoho CRM in a record using API. File Type:- Any file type like (mp3,jpg,png). First Get the file and make it a file resvp = zoho.crm.getRecordById("Leads", lid); attachment_Id = resvp.get("MP3_File").getJSON("attachment_Id");

• Filter Contacts by Account fields

  Hi, How can I filter Contacts by Account fields? Example: Filter Contacts by Industry criteria. Thanks in adavance, Rui

• what is the best app for this customer facing portal

  Hi long time user but i need to pick your brains. We have a new business that requires a customer portal. I need for them to be able to access the following. 1. See old orders and reorder 2. Equipment we are renting to them. 3. see as catalogue of products related to them. 4. payments made and due 5. personalised messages and offers 6. colourful reports. So my first thought was crm but then i am stuck using the built in invoicing which will upset the book keeper plus no ordering etc. Then i looked

• Can we reflect or sync Zoho Books customer status in the CRM?

  When a customer is made inactive in Zoho Books, is there a way to reflect that status in Zoho CRM? I can't find a field to sync between Books and CRM. Are there any workarounds?

• Javascript EmbedApp SDK - Functions

  Hi, I would like to know if it is possible and how we can use CRM FUNCTIONS that are not marked as REST API using the JavaScript SDK, currently, the solution that is in the documentation only works for REST API FUNCTIONS. However, we have some concerns

• Locate Map button is gone forever

  The other day I was re-arranging our Leads module setup in CRM, and I removed the Section "Address Information" so I could move the address fields into another section. Then I noticed that the button for Locate Map, which just takes you to Google Maps on that location, disappeared. I have now spoken to 2 support reps, and both have told me that because I removed that section (just a section separator, no actual fields) that button is now gone forever and there is no possible way to get it back. This

• Create or Update Data in Multilookup by Deluge Zoho CRM

  Hello Team, if you want to update and create a record's Multi lookup Field by deluge, When you using a Multi lookup then Create a Cross Module Like this. Take Course Multi Lookup in Student then create cross Module. Now a New Module will be create inside

• Changing the module for email templates ('Leads' ► 'Contacts')

  How can you copy an email template and change the module to which it applies? I have created a few email templates for 'Leads' which I would like to copy (and edit) and use for 'Contacts'. After searching and fiddling around for a long time I can't find

• Can i Select custom related list records while creating Templates for Potentials (Deals)?

  Can i Select custom related list records while creating Templates for Potentials (Deals)?

• Live Time Zone Calendar Adjustments

  Recently I've added some ideas addressing lack of basic time zone functionality in CRM calendars/invitations/reminders/notifications that I am hoping ZohoOne can take under serious advisement.  Those suggestions represent coding that would only work for

• Quote line items: "Description value exceeds maximum length"

  When adding line items to a quote, we have started getting a "Description value exceeds the maximum length" on descriptions as short as 64 lines and 2330 characters. Has this restriction recently come into place? We've been using Zoho for a year and we

• No permission to execute Function (with all permissions)

  I've been getting the same error after executing a function, which updates the currency exchange value on Company Details via restAPI. The error is the following: {"code":"NO_PERMISSION","details":{},"message":"permission denied","status":"error"} Since

• Deluge script not working for validating a single line field

  Good day, I have created a function to validate a field in the contacts module. However, it doesn’t seem to be working and I can not find the reason. In South Africa, our unique identification number is a ID Number. I am using that as the unique identifier

• Created multiple blueprints, in which order will they be executed? Zoho CRM

  Quotation of the day If you have created multiple blueprints, in which order will they be executed? Select one: a. Based on time created b. Based on user roles c. Based on the order in which they're listed d. Based on the last modified time Thanks & Regards

• Creating a Stop Start Timer for Custom Moduel

  Hello, I am trying to track Maintenance of internal Assets through Zoho CRM (I have tried the FSM, Projects, Inventory apps nothing is working the way I need it to). I have it all built in the CRM where I have internal work orders where i can keep track

• Can I have a custom "USER" field created in "Contacts" to be selected in a Deal Blueprint Transition

  I have created a custom user field in the Contact module which I would like to be captured by a Deal Blueprint. However, the user fields do not show when adding transition fields in the deal blueprint. Is this possible?

• Can CRM Blueprint Transitions force a manual email like Zoho Desk can?

  I want to force my employees to send a email in order to proceed to the next stage of a blueprint via transitions. The mail can not be automated as it requires manual intervention. Thanks

• Fetching Sub Folder with Deluge

  I have written some script in Deluge to fetch a folder dynamically via a custom module, then save a merge file in the folder from the deals module. I have that running perfectly now. The problem is I actually want to save the file two levels deeper in

• Early access for Team Pipelines: Bigin's next big update to transform the customer-facing operations for small businesses and teams

  Dear customers, Are you ready to check out Bigin's most exciting new update?  We're absolutely thrilled about this announcement!   Say hello to Team Pipelines - pipelines that unify all your customer-facing operations in one platform. What's this new

• I get an error "required field not found" .

  "code":"MANDATORY_NOT_FOUND","details":{"api_name":"Last_Name"},"message":"required field not found" I am getting such an error. The error also states that the Last Name field is empty, but I'm not sending an empty value. This is how I send it.I don't

• workflow does not trigger

  Hi, I have a workflow that creates some activities if the status, ("Huidige Status"), is set to "1. Actief". When I manualy change the status to 1. Actief the workflow does get triggered, but now I am writing a function that should change the status to

• Zoho Inventory/CRM item integration

  Hi, I've integrated Zoho Inventory and CRM, so when a user creates an item in either app it's created in both. So far, so good. However, the items which are being created in Zoho CRM (and then auto-created in Inventory) aren't then available for use in Purchase Orders, because the 'Purchase Information' box in the Inventory item creation form isn't ticked. I can't find a way to automate the ticking of that box, so it would have to be done manually for every item created in CRM, which for me defeats

• API to add and read attachments?

  I'm writing an application that works with Zoho CRM. I'd like to be able to query for the attachments on a Potential, and then be able to query for the attachment files to get at the bytes of the files. I'd also like add attachments to a Potential via the API.  Is this possible? I believe such a call to query attachments would be something like: https://crm.zoho.com/crm/private/xml/Attachments/getRelatedRecords?newFormat=1&apikey=<my api key>&ticket=<my ticket>&parentModule=Potentials&id=<my potential

• Errors on Email Tab

  Just paid for and setup a pop account as my default email account in zoho CRM. Every time I click on the email tab in zoho CRM i get error messages and the email app does not load. the email app is fine when i log into mail.zoho.com, but I would really like to be able to access my email from CRM. See images for specific error messages.

• Field not appearing on field mapping with CRM

  I am trying to create a form for employees to fill out what services were done to a vehicle. But for some reason the vehicle field is not appearing on the CRM field mapping options. CRM Field Mapping Options not showing the Vehicle Field The fields on

• FUNCTION NEEDED: Delete all open activities with a custom button on a record

  Hey Zoho masterminds! I need a custom button that deletes all open activities on a record. For the sake of the example, how can I write a function to delete all open activities associated to a lead record?  Thank you!

• How to report on Potentials that have changed to a specific stage within the last 90 days

  I am trying to create a report that will show all potentials that have moved from any stage to a specific stage within the last 90 days. I cannot for the life of me figure out how to achieve this.

• CRM and Desk Integration

  Hello! I'm integrating Zoho CRM and Zoho Desk right now. Since the integration is limited to the Accounts and Contacts modules, I changed the Layout of my Accounts module to fit what I need. Here is the tricky part: - Now I have 3 Account Types: A, B

• Transfer Attachments from Deal to Custom Module with Flow

  Good day, Is it possible to transfer attachments from the deals module to a custom module using flow? I have built a flow that creates a entry in the custom module based on fields captured on a contact through deal transitions. However, the attachments

• #BiginnersTips - Are you using Bigin on iOS? This is for you!

  Apple's iOS 16 update has enabled us to offer you a more business-friendly iPhone experience and enhance your productivity while on the go. Getting things done has never been easier with Bigin! Let's have a look at what's new: Lock screen widgets Get

• Zoho Forms to CRM - Field Mapping Multiple Contacts

  Hello I am working on creating a form for referrals where a contact would provide the information for 3 different referred individuals. Referred 1 Referred 2 Referred 3 I want to then map each of the referred to Zoho CRM as a new LEAD tagged as a referred

• Restrict Automatic Creation of Contacts to Certain Departments (and CRM Integration)

  Hi, We've set up integration between Zoho Desk and Zoho CRM, so that we have 2-way sync between Contacts created in both applications. That is, any Contact created in CRM is automatically pushed/created in Desk, and vice-versa. In Desk, we have 2 Departments,

• Migrate Blueprints from Desk to CRM

  Is it possible to migrate/export blueprints from Zoho Desk to Zoho CRM?

• Facebook Group Integration

  When I invite someone to join our Facebook Group, I would like to follow up with them if they have not done it. I imagine I would need some way for Facebook to notify me upon successfully joining so that I can update their Zoho CRM profile. Is there a way to do that?

• How do I associate a lookup record in one module with the related module with the CRM API?

  I need to add a lead programmatically and have it be associated with a project all using the Zoho CRM API. Is this possible? My many attempts have failed. This is my JSON: {"data":[{"Company":"TestmanLaw", "First_Name":"Testman4", "Last_Name":"Tester2000",

• Update Blueprint Transition Zoho CRM

  Hello Team, is there any way we can update the blueprint Transition inside the zoho CRM like we have A --> B --> C--> Transtion if I am on A then I want to update direct c, is that possible by the API. I tried but I am not able to skip transition, is

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