• API: How to use the Record_Image field

  Hey, I'm looking to download the image from a specific record. I know I can use the api as follows: https://www.zohoapis.com/crm/v2/{module_api_name}/{record_id}/photo But I want to avoid making two calls to the CRM API. I know the record comes with a

• CRM pictures and file upload

  Sometimes you can go around in circles . We want to take photos of jobs on a module on our crm via a phone or tablet. Apparently images are not supported so you use a file upload. Brilliant. Love it. Later we are working on a template to mail merge a

• CC at Desk create uncomplete Contacts on CRM

  Hello everyone! I'm encountering an issue with contact synchronization between Zoho CRM and Zoho Desk. Once the feature to add secondary contacts to tickets in CC is enabled, I notice that it's creating Contacts in Zoho CRM for all the emails that are

• Can't create contract from CRM

  There's a good chance I'm doing something wrong, but I'm unable to create a contract from Zoho CRM. Clicking the Request Contract button works to initiate the process, but the process hangs after I click the Send button, simply showing a green "creating

• Work around for Parent/Child Field Limitations

  We are an automotive wholesaler which means we deal with a lot of vehicles. One way to prevent typing errors for vehicle Makes and Models when creating a record is we created Parent and Child fields for Makes and Models. So, if a user selects a Make,

• Zoho CRM entries Count

  Hello, I am trying to build reports based off of record counts, in this example I have a field in my contacts module witch is a checkbox for "Active" I want to include this record in my count for every day that it is active for until it is unchecked being

• Invite people to Zoho CRM (Zoho one subscription)

  Hi everyone, I was wondering if there was any way of inviting people/guests to my CRM ? Is that someting feasable ? I need my subcontractor to be able to use it sporadically, when we work together. Alternatively, could i just let him use my own account

• Building a Report based on how many contacts had a similar checkbox selected based on a given date

  Hello, In my CRM under contacts module i have a checkbox called "Active" I want to be able to see how many "Active" Contacts I have based on a given date, For example in the month of August how many contacts were marked as active, then September, then

• How to create a Deal in CRM from a Desk ticket linked to same Account and same Contact of Zoho Desk ticket

  I know that there is this topic: https://help.zoho.com/portal/en/community/topic/automation-9-convert-zoho-desk-tickets-to-new-deals-in-zoho-crm But I would like that the function search for a correspondence between the ticket email equal to the CRM contact

• 【Zoho CRM】売上予測機能のアップデート：目標値の設定方法が増えました。

  こんにちは！本投稿では、サポートチームが作成した「Zoho CRM アップデート情報」の中からピックアップして紹介します。 【Zoho CRM】売上予測機能に関するアップデートのお知らせ：売上予測モデルが選択できるようになりました。 *当アップデートは、すべてのデータセンターおよび有料プランでご利用いただけます。 Zoho CRM の商談データをもとに、目標に対する売上や商談数の達成状況を確認できる売上予測機能において、各個人の目標値の合計から全体の目標値を設定できる「ボトムアップ(下から）」の設定方法が増えました。

• Contacts Name incorrect?

  In every module, the module has a fixed name. In Contacts, it looks like this is a glitch? In edit mode it says "last name". When saved it changes to "contact name", which makes sense. The "last name" is very confusing. Is there a way to change this?

• Calculating Mortgage/Loan payments is actually hurting now

  Hey @zcrmteam CRM Team and anyone else that might be able to help. I am trying to create a loan repayment calculator in CRM. So far I have wasted days on this! It is a very simple PMT formula in Excel, but it seems to be impossible to recreate in CRM.

• Getting current user Id

  Hello, everybody!  I want to set the login (current) user as a potential owner. I'm trying to do this with the custom function. Please help me with this task. I now that I have to update field  "SMOWNERID" to current user Id, but I can't understand how to get ID. I tried to use system variables zoho.loginuser and  zoho.loginuser but none of them doesn't return the ID.

• Zoho Creator to CRM Subform issue

  I'm trying to move entries from creator to CRM. In this case, the entries create a new account on CRM and transfer the information in the subform as well. Deluge is saying that there is an error in line 5. The sub form in creator is called SubForm and the one in Accounts is called Products Requested.  Please help me out with this accountInfo=Map(); accountInfo.put("Account_Name",input.Name); accountInfo.put("Account_Site", input.Class); productsList=List:Map();   for each Product in input.SubForm

• Custom Modules not showing in Portals

  I have a few custom modules. Some are showing in Portals and other are not in the list to be able to be shared. All the modules have the correct sharing turned on. I noticed with the Quotes module, that when I moved the Owner field out, it didn't show

• 【Zoho CRM】会計年度機能のアップデート：年度の構成を週単位で設定できるようになりました。

  こんにちは！本投稿では、サポートチームが作成した「Zoho CRM アップデート情報」の中からピックアップして紹介します。 【Zoho CRM】会計年度機能に関するアップデートのお知らせ：独自の会計年度が設定できるようになりました。 *当アップデートは、すべての有料プランでご利用いただけます。 会計年度は、Zoho CRM を導入してはじめに設定する基本機能の1つで、売上予測やレポート機能で期間を抽出する際に指標となります。 この会計年度の形式について、1年を月ごとではなく、52週に基づいて期間を定めるオプションが増えました。

• Problem about widgets

  Hey, I have a react app and I have placed my app inside of a widget. The issue is, I need to change the widget URL dynamically. Here is why: for example this is my url https://test.app. It's the homepage. But what I need is https://test.app/contacts/offers/123456789.

• Zoho CRM tasks on dashboard

  Hey all, Is there a way to have Zoho CRM tasks show up on the dashboard. It seems the task widgets only pulls the 'Connect' tasks.

• Campaigns importing tags from CRM

  If I import a contact from CRM (I have this set up automatically), and I have the client Tagged in CRM, how do I get it to automatically apply that Tag in Campaigns so that it is automatically launched? Thanks!

• Feature should be added - WhatsApp templates in Zoho CRM

  Hello Support, I started using WhatsApp in Zoho CRM but I found that templates are used only for workflow-rules, I used to use WhatsApp in Zoho Desk and this feature is available (picture attached). You may suggest using Predefined Text feature, although

• "Invalid Scope" in the console when creating a Self-Client for a CRM

  I have a sandbox CRM thingy and I need to code a rest api that will send Records and store them in a module OC-Member. For the scope in the Self-Client, when I use ZohoCRM.settings.ALL or ZohoCRM.modules.all, it works. However, when I try to use the custom

• How to upload attachment from NodeJs function in CRM?

  Hi, I want to upload attachment from NodeJS function to custom module. Following instructions from https://www.zoho.com/crm/developer/docs/serverless-architecture/nodejs-scripting.html I was able to create, update and get a record from custom module.

• Users get forced into a trial account

  There's a complicated process that has wasted hundreds of hours in our support department. When a new user is created in our One account, the user should be linked to our enterprise account and NEVER receive any sort of trial. If the user tries to login

• Edit Won Deal

  Hello Team!! I have a SOW email notification once a Deal is WON. But when we edit one WON deal this email is fired again and I need to make a difference between a NEW won Deal vs EDITED Deal. How can i split this trigger? Best,

• SalesIQ and Zoho CRM Integration - Chat creates a Lead = Lead Source is UnAccounted

  Hello, I set up a SalesIQ and Zoho CRM Integration so the website chat creates new Leads in the CRM. However, all Leads are created with the field Lead Source is UnAccounted instead of Chat website. How can I fix that? I think Zoho needs to create a document

• CRM Sandbox Workspace

  Hello, We have a workspace in Analytics that is connected to CRM, and it is pulling in our production data. I am wondering if it is possible to create another workspace in Analytics and connect it to a sandbox in CRM? We've built some things in the sandbox

• 【Zoho CRM】Webフォーム機能のアップデート：公開方法にリンクとQRコードが追加されました。

  いつもフォーラムをご覧いただき、ありがとうございます。 本投稿では、サポートチームが作成した「Zoho CRM アップデート情報」の中からピックアップして紹介します。 【Zoho CRM】Webフォーム機能に関するアップデートのお知らせ：公開形式が追加されました。 　*当アップデートは、以下の環境でご利用いただけます。(2024年2月13日現在) 　　ーリンク：スタンダードプラン以上 　　ーQRコード：エンタープライズプラン以上 　　　全てのデータセンターで利用可能 ◼︎ アップデート内容 1.Webフォームの公開方法にリンクとQRコードが追加

• Trigger a custom function in CRM from Desk

  Hi, I have a function written in CRM that requires one parameter, dealId. I would like to trigger this function from a custom function in Desk. I feel like this is possible via an InokeUrl but I am not sure how to accomplish it. Can someone point me down

• CRM API: How to add 'Note' when adding New Contact

  I have looked through dozens of Zoho CRM support pages and NOWHERE can I find a reference to how to add a note at the same time I add a new contact record using API. This seems like an important and beneficial item for a new record, but every reference

• Outlook Addin

  Hi We have noticed that since we moved to the new Outlook the Zoho CRM addin does not work properly unless it is pinned. If you don't have it pinned if you change email the addin does not update with the new email details but if you pin the addin then

• 【Zoho CRM】リッチテキスト形式の項目を作成できるようになりました。（複数行項目）

  こんにちは！ 本投稿では、サポートチームが作成した「Zoho CRM アップデート情報」の中からピックアップして紹介します。 【Zoho CRM】複数行項目に関するアップデートのお知らせ：リッチテキストに対応しました。 *当アップデートは、日本及び一部のデータセンター（AU, CA,CN,EU）のエンタープライズ以上のプランをお使いの組織に適用されています。(2024年2月8日現在) ◼︎ リッチテキスト形式の複数行項目の作成 カスタム項目の作成において、複数行項目にリッチテキストのオプションが導入されました。このアップデートにより、太字/斜体/下線付きのテキストで強調表示することができたり、色をつけたりと、より汎用性が高く、見やすいデータを管理できます。例えば、以下画像のイメージでご利用いただくことができます。

• CRM / SIgn Integration so that Contract

  I have set up CRM / Sign Integration I wish to get Quotes Signed. At moment it seems manual as I need to Create the Quote, then send to Sign and then add the fields for them to Sign I wish to add signatory fields to the Quote so that I can send to recipient

• Como esconder el boton "Delete" y porque no puedo borrar un registro

  Buenos dias! Espero que esten bien! Tengo 2 consultas que no estoy pudiendo resolver y no encontre informacion al respecto 1) Hay alguna forma de esconder u ocultar el boton "Delete" de un modulo? Cuando voy a los 3 puntitos sigue estando y pormas de

• Price Cost - Discount limit

  Hi team, there is one issue that is: In quote products subform, it is not possible to access a custom field from Products with ClientScript. Therefore, I would like to find a workaround for this: - I have COST price field on each product - If that product

• Client Script setCriteria does not work with multiple filters

  Hey Team, I'm trying Client Script and I've found a possible bug. Please could you confirm/correct me? I have a client script in Quotes to filter the Product Items in the Product SubForm, therefor I have these lines: var Product = ZDK.Page.getSubform("Quoted_Items").getField("Product_Name");

• Validate at least one Quote related to Deal

  For my internal process porpoise, I would like to add a rule that no Deal is won without at least one quote related. Could that be possible ?

• Crm- subforms and deluge

  Due to the current limitations on automation with subforms i find we need to update the main form with data from the subform. In the main equipment form is a field called equipmentstatus. In the subform is a field called status. I would like to to update

• Same Currency Quote and Deal

  Hello !!! Is it possible to restrict the currency of a Quote to the same currency in the related Deal? If i create a Deal with a currency A, and then I create a QUOTE from the same Deal, I would like to have the same Currency between Deal and Quote. How

• Recommendation in Zoho CRM & Products : Inventory?

  Hi team! I have a software company that sells licenses (products) and services (Software factory). Therefore we have 2 business units. We are using Zoho One, so we have the entire suite available The Software Factory Unit has different "products" based

• Zoho CRM conference pre planning tips?

  We are trying to track all of our leads who will be attending an upcoming conference. We are reaching out to them individually (some via email, some via phone call, some in person), and we want to track who we have contacted and what their response is.

• Next Page