• Get CRM Field in creator from with relate list function

  I'hv add relate list in ZOHO CRM by custom app with creator and mapping with OID. How can we auto OID number when adding relate. We have try onLoad in deluge with creator. But what field we need to get to put value to new record. Do zoho crm send variable

• How to set a lookup field by name

  Hi, I am using PHP SDK in CRM, and I created a custom lookup field referring to the Accounts. The only way to search that field value is by (unique) name, and it should return an account. I tried something like $record1->addKeyValue('my_new_account_lookup_field',

• Does SDK automatically retries a few times before it fails?

  Hi, I was wondering if php SDK in CRM automatically retries the request a few times before it finally fails? And if so, how many times? Secondly, is there a built-in method that can do this for me? Thanks in advance!

• Rename the file when exporting to PDF

  Hi, To perform the export, there is no option to change the name or within the editing the templates. We would need that can be included as the file name a format similar to "our company name" + "OC #00000001 ".  Bone, which exported with the name of

• Create support ticket from Zoho Sites and create a ticket in Desk

  Hi Guys I am building a new site and would like to best understand how to do the following. Have a form on my Zoho site that allows the creation of a support ticket. The support ticket needs to integrate into Zoho Desk for the support team. Integrate

• Export Zoho Campaigns Template as HTML

  Dear Support Team, I cannot find the option to export an email template I made in Zoho Campaigns as a HTML template. Where do I find it? The reason why I need to do this is because I want to be able to use the base template I created in Zoho Campaigns in Zoho CRM. These are the steps of this specific workflow: 1. New lead entered in Zoho CRM. 2. Personalize the email, basing it off of the template I created in Zoho Campaigns. 3. Send them the personalized email through Zoho CRM. Alternatively, it

• zoho.crm.getRecords()

  In Custom function i want to fetch 20000+ records, so i used zoho.crm._getRecords("CustomModule1"); But I have to update only 1 record among 20000+ record at one time. If a new Account is created, and if i have 200+ products in my custom module Product Master then in my custom module ACCOUNT PRODUCTS 200+records should be created with that account name & product name respectively.  Below is the code. ============== accdetails = zoho.crm._getRecordById("Accounts",accID.toLong()); accname = accdetails.get("Account

• Seting up sales objectives

  Hi, I feel like there most be a very easy way to do this, but I just cannot find it. How would I be able to set up goals for our sales rep? I want to be able to create a quick graph where he can see the Sale Objectives that we are asking him for a certain

• How do i integrate multiple Zoho Forms fields into 1 Zoho CRM field

  I have a logic in Zoho forms where i ask the user if they are in England, Scotland, Wales, or Northern Ireland. Based on their response a drop-down list of counties for that country appears. The user can select a County. However, I now want to integrate

• Import/updating into Zoho CRM skiping blank cells

  Hey everyone i have a question. Is it possible to import/update existing records into zoho crm? but with a catch. Normally i know i can import -> update current records -> use this column as main etc But i have an excel file with different data in it

• Error with character count in CRM Templates

  This is for anyone having issues with Templates in CRM showing an error on the character count. I was getting an error regarding my character count. Templates has a 200,000 character limit. My document was only 2300 words and it was producing the error.

• Internal server error

  Hi, I was using php sdk to create some records in sandbox CRM, but I got the "Internal Server Error". Zoho API reponse returned 500. Here's the snapshot with more data debugger This SDK has always worked for me, but today I keep getting this error. Do

• email sent with Zoho crm not showing in zoho mail

  When I send an email from CRM it is not present in the mail sent in Zoho Mail. This is normal? Is there any way to fix? Thanks in advance.

• The ability to pull tracking numbers from Inventory to the Zoho Books module in CRM

  I know that there are a lot of moving parts and integrations for this, but it would be amazing if our sales team could view the shipping status / tracking number for their Zoho Books module sales orders. All of the shipping information for these orders

• Cloud backup for CRM

  This is an idea / feature request for ability to periodically export CRM backup to an external cloud provider, similar to Zoho Vault: https://www.zoho.com/vault/data-backup.html Alternatively I would help being able to access manual data backup programatically

• Sync Data from ZOHO CRM to ZOHO Writer

  How do I sync data from CRM to Writer? Like maybe, auto populate fields in the writer with client's name, etc from ZOHO CRM? and maybe from Bigin as well

• Why are we capped at 5 saved filters per view in the CRM?

  We have accounts in about 20 industry categories. We'd like to have saved filters for each of those. But Zoho caps the number of saved filters for any given view at 5. The Zoho-suggested "hack" to create even more views, each of which would hold a maximum

• No 'Aswer' button visible with Twilio & Zoho

  My calls from Twilio are directed into Zoho CRM and are intermittently working. Occasionally I get the pop up to say somebody is calling, but there is no 'Answer' button and sometimes the calling box shrinks to just display "Calling..." which remains

• How can I filter Contacts (in Writer) according to data from a crm subform?

  Hi folks, How can I filter contacts (in Writer) with the parameter from a crm subform? For example only contacts who took part on exam on 15.01.2022? I cant use tags for that (in case someone wants to advise it) thanks! KR, Victoria

• Zoho CRM: Mail Merge: Filter related list by date

  Is there a way to filter the related list/sub form in Mail Merge from CRM by date?

• Please make it possible to add "Blank space" field to page layout

  There is currently no way to separate visible fields in page layout other than to create a new section

• how to create popup in Zoho CRM sales order module by deluge?

  how can I create popup by another module in Zoho CRM using deluge  like this: openUrl("#Form:Popup?

• Alert & Notification for Field Owner ONLY

  hi - I am trying to create a workflow with the following rules When -  whenever a Module record is created or is edited   Condition - This rule will be executed for all referrals. Instant Action - to notify a FIELD OWNER I am unable to do the last part

• CRM PHP SDK How to get a record by external id?

  Hi, I have two questions: 1. I am using PHP SDK v5.0.0 and couldn't find an example of how to get a record by using only external id. For example my external id is named "MY External ID". Can you please give me an example of the method by using SDK? 2.

• Projects for Client Users without Client Account?

  Is it possible to create a project for a Zoho CRM Client User without forcing them to be assigned to a Client Account?  We are a non-profit, and want to keep individuals/contacts un-mapped to Accounts because it breaks their individual accounting in Zoho

• Setting a parent account while creating a new account in CRM

  Hi, I am trying to create a new account in CRM Sandbox by using SDK, and in the process would like to set a parent account as well: https://drive.google.com/file/d/1Ep391dqbIvm0IVGtIBBcLEX3fO0EyDWw/view?usp=sharing But what happens at the end of account

• Sync CRM estimates with Projects estimates when create or associating project

  Hi, I have CRM, Projects and Invoices synced up,  does the estimate I create in CRM sync over to the Project when I either create or associate a project using the button in CRM?  I have 2 estimates in a deal, I have just created a new project for that

• Add CRM contacts to "groups" that would have access to forums?

  We are evaluating if we want to migrate from a web-based forum to using the Desk/Community forums for our customers.  We have ~3,000 customers that ask each other questions across a number of topics. But as they are our customers, we won't be making the

• Auto populate data in create contact form using windows application c#?

  I have developed a c# application which manage zoho contacts. It's working perfectly but i am stuck on a task. I want to open the create contact page of Zoho CRM with some data. Is there any way to send form fields data in query string?

• Formula Field with two decimal places only shows 1 decimal place

  For sales orders or invoices we use prices with two decimal places. However, when the calculated price is 1450.50 , the value is only shown as 1450.5 How can I force ZOHO CRM to always show 2 decimal places? What I did: - i added a custom field (formula), 2 decimal places - in a template, i use this custom field via ${Invoices.myCustom1}

• Validation Rules on fields

  Hi, We're trying to setup some validation rules on fields in the Contacts and Accounts modules in ZOHO CRM.  We have very stringent data requirements - e.gs: Phone Number - must be 6-10 characters, numerical only, no spaces or brackets, must start with 0 or 1 Mobile Number - must be 10 characters - numerical only - no spaces or brackets, must start with 0 Fax Number - same as phone number Suburb - Must be all uppercase Email - No uppercase letters ABN - must have 11 numeric characters ACN - must

• Help: Pick List limited to 500 options

  Is there any way to have more than 500 options/values for a Pick List? I want to use it so that it stops spelling mistakes and typos, and creates a standard list of options. My only problem is that I have thousands of options and Pick Lists only allow

• Archiving accounts in zoho CRM

  In Zoho CRM can you archive an account or do you just delete it?

• Which field indicates deals is won/converted in zoho crm api

  When i login into zoho developer console then going to analytics section i can see the Won Deals Count are 2. I want to fetch those 2 deals only through zoho crm api or query api. 

• Zoho Books, Related List for CRM cases

  We’re transitioning to zoho finance   Currently we use CRM and relate CRM cases to CRM sales orders.  We want to link a Books Sales Order and a CRM Case and Books Contact to their CRM Cases How would I go about relating a books sales order (and it’s invoice)

• Add multiple phone number to a single Contact

  Hello, To my knowledge, in "Free" tier Zoho CRM account we can add maximum 2 phone number to a particular contact. Is it possible to add more than 2 phone number to a partiular contact? If so can you mention the method? Does CRM Plus/Enterprise account

• Moving folders in Workdrive

  Hello,  I'm trying to configure folder management in Zoho Workdrive based on the stage in Zoho CRM. I want to create a folder in /Prospects with the format "Deal name" when a new deal is created and move that folder to /Active Clients when the stage is

• How to Fix Web-To-Lead Duplicate via Multiple Click of Submit Button

  When a lead is on the web-to-lead form on website and fills out information, if they click SUBMIT more than once, it will submit more than one lead to CRM. I DONT want to prevent a lead from being able to be submitted twice (on different "occasions")

• Dashboards Create a Dashboard using a custom field

  I want to create a dashboard using a custom field. I am trying to create a sales agent dashboard based on their performance. The information that I want to use is part of a custom fields and the dashboard  that I see available only allow to run dashboards

• Star Rating for Contacts

  I propose to add the feature of a star rating system for Contacts. Not a pick list of numbers but a regular 5 star rating system that can easily be edited or changed and that is also sortable. Thanks.

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