• SearchRecords Search Limit?

  Hi, I'm trying to clarify how many records the deluge searchrecords function will search through. I expect a return of 10 or 20 but need to search all 8000+ records. Is that possible? Thanks

• CRM fields not showing up in Zoho Analytics

  We are using Zoho CRM + Analytics to run a student support program, and we are trying to build out basic reports in Analytics about this program. We keep encountering a problem where important fields do not show up in Analytics even though they are checking

• Projects no linking to Deals - "No Company/Account or Contact associated with this Job

  I can start a Project in Projects and connect it to the Job (Deal) and it works. However, if I go into Deals and start a new project is says "No Company/Account or Contact associated with this Job"". I have linked Accounts to Jobs with a Lookup but it

• ZOHO CRM Client Script Disable Save Button

  Hello Team, 1. by the client script we can now Disable and enable the save & save and new button. 2. We can also apply the condition on button. 3. Show the message Code:- //..............Button Save............... var buttonObj1 = ZDK.Page.getButtons();

• How to switch to Python in Zoho Functions?

  I can't find any buttons to switch to Python in Zoho Functions. I would like to use a script I already have, not Deluge. The documentation says I can, but the UI disagrees.

• Connect CRM with Zoho Creator Dev stage

  Hello. I'm developing an application integrated between Zoho CRM and Creator. Do you know if its possible to connect Zoho Flow to the Dev stage on Zoho Creator. Currently I can only seem to be able to connect Flow to Production stage in Zoho creator App.

• Tax field in Zoho CRM

  Hello, I cannot see where I can modify the settings for the tax in CRM? I would like to configure the system to apply 20% VAT tax by default to every quote - how can I do this? Thank you Hayley

• Default Country list suggestions on CRM is different then on Book; how do/did others address this?

  So I already have a support ticket in for this and waiting for a response but figured I'd ask the community also to see if others experienced the same problems and/or how they went about addressing it because sometimes I feel like I'm going crazy with

• Allow a single record associated to a single CRM Contact

  Hello. I'm building a form which I need to restrict to create only a single record for each CRM contact. Once I add the Integration field on the form. It loads all Contacts but I need to have available those contacts that doesn't have a record created

• Creator record failed to save due to invalid date format

  Hello. I'm building a Flow that should create a Zoho Creator Record once a CRM contact is created or updated in CRM. I have a check that search if Creator already have an associated record created for that contact and tries to create one if not. The problem

• Limited System because of Limited Number of Fields for Car Dealership

  Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical data

• Mass Update: Layout not choosable

  I can't choose Layout as a field to change for a mass update. I already exited all records from a blueprint.

• Support for tags on mobile apps?

  Hi, please could you suggest when support for tags on the mobile apps is coming?

• Unable to write GCLID via UPSERT API call

  We are trying to add the Google Adwords integration to our existing custom web forms, which requires us to write the GCLID value to the Leads we create. All of our webforms use Zoho's UPSERT API, but it does not seem like this API is capable of writing

• Zoho CRM's V7 APIs are here!

  Hello Everyone! We hope you are having a fantastic time and are ready for some exciting news! We are thrilled to announce the release of Zoho CRM’s V7 APIs, packed with powerful new features designed to elevate your CRM experience. Here’s what’s new in

• Tracking "Last Contacted Date" (emails, activities, etc.)

  Hi all, We want to track the last contacted date for Lead records, including emails, activities, etc. The goal is to create:  a report of leads that haven't been updated,  a field within the record that clearly indicates the last contacted date, and.  an automation that reassigns the Lead when it hasn't been touched in 30+ days. We thought we could use ${Leads.Last Activity Time} but it seems that for some insane reason email isn't considered an activity.  (Frankly, I don't think email is going to

• Associate Zoho Projects With Zoho CRM Help of Deluge

  Hello Team, if you wants to connect your Zoho Projects with the Specific Deal, Please follow the code may be it can helps to you. dealId = "4655606000010751004"; //.....Deal ID..... projid = "1688514000000448005"; //.......Project ID........ projname

• Zoho CRM Reports: multiple criteria on the same filter field?

  Hi, I have a problem that I can't solve when using reports in zoho crm. In my case I have contacts who own the same product with different versions. Often, I need to find contacts who have product A, with version B but who don't have version C. The result

• 1 Quote to Multiple Sales Order

  Is it Possible to Create a Custom Function in Zoho CRM that allows one Quotation to be associated with multiple sales orders?

• Can I insert a note or attachment to a mass email?

  Hello, I would like to be able to create a mass email based on criteria (we already do this), and then attach documents or notes from the Account into each email. But each attachment or Note will need to be specific to that Account...not the same document

• Return signed PDF inside Zoho CRM - Custom module

  Hi, Zoho tried to help me multiple times (thanks to them for that!) but the conclusion is that it's impossible to do what I want... is it really!? We have NDAs (non-disclosure agreements) to sign, and once signed, I want the PDF to return as an attachment

• Enhancement in Field update and date/time based triggers in Workflow

  Hello everyone, Workflows allow to automatically execute a set of actions whenever the defined criteria is met. For example, whenever a new lead is created an introductory email is sent. So this action will keep occurring automatically as long as the

• Is it possible to edit a report in Zoho CRM?

  Hi, I created a report in Zoho CRM Reports joining 2 tables, but now I would like to join a 3rd one. I can't seem to find the button for that, so I'm guessing that feature does not exist (?)

• Zoho CRM API: Python request-based POST or GET authentication + insertion of contacts

  The Task## A django application that allows users to sign up and once the user clicks on the account activation link, Zoho CRM is receiving the data and a contact is created in the CRM section. Olansi Air Purifier The Problem I am currently working on

• Customize the Quote Template using formulas

  Hi There, Is it possible to customize the Quote Template with a formula so that when I have the "${Quotes.Grand Total}" field I can do something similar to "${Quotes.Grand Total}*6,3". This is the quote's total, times 6.3 (my customer's local currency

• How to send email with invoice PDF attachement in Zoho CRM Deluge?

  // I am creating the invoice here response = zoho.crm.createRecord("Invoices",values); // trying to get the PDF version fileUrl = "https://www.zohoapis.eu/crm/v3/invoices/" + response.get("id") + "/pdf"; invoiceFile = invokeUrl(fileUrl,"GET").toFile("Test.html");

• Sync multiple Gmail accounts with Zoho CRM

  I am using Zoho One. I have a personal Gmail account and a Google Workplace (GSuite) account. I am syncing my Google Workplace contacts with my Zoho CRM via the native Zoho Google CRM Integration. I would like link both of my Gmail/Workspace accounts

• Create custom date field

  I am trying to create a custom field where it should see if the start date exists or not and then based on that add 98 days to the start date and store the value on the custom field. How do I achieve this ? I am very new to ZOHO.

• Passing information from CRM module to ZohoBooks platform

  Hi there,  I use the native quote, sales order, and invoice modules within the Zoho CRM application. I need to pass that information off to the ZohoBooks application's invoicing module. However it doesn't appear the two systems talk to each other. The "integration" they have currently is a seperate "zoho finance" tab within the CRM that can't talk to any of the native CRM moduies to pull their information (sales order details, invoice details, etc) and appears to be just by a skin/input area to create

• Blueprint transaction not marking previous task as "Complete" when transitioning to next action

  Has anyone figured how to get the actions or task to mark as completed when the transition to the next step is completed? (Ex: Transition from "Set up Call Appointment" with a task scheduled to call in 2 days> Next Transition is "Call Completed". Shouldn't

• Formula Fields in Zoho CRM - Calculating a sum

  Hi, I need to create a formula field which shows the total of what the Unit Price is + 45%. The total amount of this calculation is what I need to be populated in the field. I cannot seem to be able to do this. Do you need to calculate between 2 fields

• Zia in Android

  I thought I'd try out Zia today by pressing the button in the Android app on my phone. However, all it keeps responding with is that the feature is only supported in CRM Web Chat. Am I missing something?

• Trying to count number of records meeting certain criteria and write integer to custom field

  I would like to count the number of records in "module1" meeting a certain set of criteria, then take that number of records and write to a custom field on "module2". Something along the lines of : SELECT * from module1 WHERE module1.phase = module2.phase

• Validation Rules - Can't Proceed

  I have the attached Validation Rule set up so that when a certain Stage is met, the message appears. However, it won't progress to the next stage. Obviously something has to be triggered to move. I want to set up warning message that can be acknowledged

• Error with Microsoft Outlook add-in for Zoho CRM

  We have been using this plug-in in Outlook for 2 years. It has stopped functioning for COMPANY searches. Even though the company exists in CRM it is not showing up in the search. Example below doesn't show up when you type the Company name of "Halton

• How to use creator edit mode form in a widget

  I can publish a creator form and report with embed code and use it in the widget. but I need a edit mode form embed. is there any way to get it ?

• Anchor Links Canvas View

  Is there a way to create Anchor links in Canvas view for modules? My team prefers the look of Canvas view BUT likes the functionality that we had with the Related list in Standard view in Account and Contact CRM. Example - in Standard View if you clicked

• How can I edit a field's "data type" from "text" to "pick list?"

  I have a custom field that has a current "data type" of "text."  I would like to change it to a "pick list," but cannot find a way to do that.  Clicking on "edit" doesn't give me an option.

• Saving a default email template for CRM Quotes

  Hi, My client send their quotes via email in CRM. When doing so, they have to search and select the quote template each time, is there a way to save a template to a module so this template is applied automatically? They use the exact same template every

• No emails in contact timeline?!

  I'm having a hard issue understanding some of your "features"? 1) why are we forced to select between three different dropdown options in the contact page to see emails? Shouldn't your option ALL actually show us ALL emails? But it doesn't. It shows only

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