How to remove Task for closed Deal?
Hi, I found an interesting script in your KB which can close all tasks assigned to a Deal. https://www.zoho.com/crm/resources/tips/auto-close-tasks-based-on-deal-stages.html I changed it to remove the tasks instead of close them but it doesn't work. There
OAUTH_SCOPE_MISMATCH, invalid oauth scope to access this URL
I have read similar topics, but still didn't succeed. - A java client using com.zoho.crm, zohocrmsdk-2-1, 2.0.0 dependency - A self client is used with scope of "ZohoCRM.modules.ALL" - Grant token from var token = new OAuthToken.Builder() .clientID(clientId
crm-creator integration fields
hi all i have a project combining crm and creator with several integration/lookup fields. it was very simple to add this fields on creator but i didn't find a way to do it on crm (that means to point from a crm module field to creator form records). from
Oportunidades Filhas (vinculadas)
Boa tarde! Gostaria de saber se existe como vincular ou criar oportunidades filhas dentro do das oportunidades no CRM.
How to see the number of emails sent to each lead?
How do I create a report (or a view) that shows the number of emails sent to each lead?
south florida zoho users!
Anyone Zoho users here based in south Florida? We are looking to start some free local meetups to answer any specific Zoho questions and help support Zoho users in our community Comment below soflo! Would love to connect
Function Get File Name From Upload
Hi everyone, I created a custom field in the Quotes module to upload file attachments. (Name Field is Allegati), and I created a custom field (in quotes module) with name NAllegati. I would need a function that populates the "NAllegati" field with the
Auto-fill / Auto populate company details
In other CRMs like freshsales and hubspot, when I add an account/organization the name, address, phone number and logo is automatically filled in once I provide their domain name. Does Zoho CRM offer this feature?
CRM Gmail extension does not work for Edge browser
Hi, I've installed the Chrome extension on Edge browser from the below link: Zoho CRM for Gmail - Chrome Web Store (google.com) as a result, the extension was installed, it asks to click the "Authenticate Google", but nothing happens when clicking the
Standardise Deal Name with Naming Convention
Please could you let me know the code to use in custom functions so that the Deal Name on a Deal is automatically standardised as follows: Deal Name: [First Name Last Name of Contact Role 1] + [First Name Last Name of Contact Role 2], [current Month]
Upload image to 'Image Upload' field via API
I am trying to upload an image file to a custom Image Upload field via Zapier, but the destination field isn't available in Zapier (I guess it's not supported). How can I upload an image file to a Image Upload field via API?
Free Chrome Extension for Developers! (Third-Party Tool)
Moderation Update: This is an independent, third-party extension not affiliated with or endorsed by Zoho. Because it runs content scripts within your browser to modify the CRM interface, Zoho has not audited it for security, data privacy, or stability;
Create automation Function with WorkFlow
Hi everyone, I'm new to Zoho CRM. Scenario: I created a custom field in Accounts with the payment method. I would like that when I select the account in a Quote, the payment method is also set (which is a drop-down menu) and that I can change it for the
International Phone Field
Hello everyone 👋🏻 There is an urgent need for Zoho to improve the phone field UI/UX with native support for country codes without having to create a script. A phone field with the country flag and country code on the model of what has been done in Zoho
Is it possible to insert a subform of a subform?
This might only apply to the CRM integration but is there a way to access subform fields within a subform? As an example let's say I have a merge template for Accounts and want to insert a subform from a related Contact, is that possible?
Forms: control what prepopulated data a client sees when we share a form that updates crm
I have an Client Onboarding form that i've created for the client to share certain information about their business with us as part of the onboarding. This form updates custom fields in their Accounts Module in Zoho CRM. I'm using the Account Name field
Kaizen #109 Record Locking Configuration APIs in Zoho CRM
Hello everyone! Welcome to Kaizen! In this post, we will discuss Record Locking Configuration APIs in Zoho CRM. What is Record Locking? Record Locking refers to the restrictions that you can apply to records of a module to prevent further changes to the
createBulkWriteJob-method not working in Node.js SDK V5.0
Hi, I am trying to create a bulk write job using the new version of the SDK. I am getting an error that says: unable to process your request. please verify whether you have entered proper method name, parameter and parameter values. I have been using
Data Factory - can’t fetch Zoho tables despite the Zoho connector working
I’m able to successfully create a Zoho connector but when I try to use it I get an unknown error trying to fetch Zoho tables: error details: I've tried different combinations of Zoho API scopes but without any luck. The same issue was reported in March
How can I set Email field in custom module after saving details thru Field of Lookup
To my dismay I discovered that whilst the new Field of Lookup feture does allow me to retrieve the Contact (Lookup field in my custom module) email address, it does not at this stage permit me to save it to a System field being Email. As such I can't
Load Zoho CRM custom module to Azure SQL database using Azure Data Factory
Hi everyone, I managed to connect Zoho CRM to Azure SQL database through API using Azure Data Factory and I'm able to load most main modules and see them when preview the data I'm receiving from Zoho. I described how I managed to do that here at the end
Canvas not in Sandbox
We're trying to implement Canvas views into an existing implementation but seem unable to do so from Sandbox, so we can't test. Does anyone have a workaround, as we can't deploy direct to production. Please help. Moderation update on 27th Oct 2023: The
CRM Client Script cant get Data
Im trying to get my Subform with 'ZDK.Page.getField("subform");' inside a detail page client script but it only returns null, .getValue() also returns null. The same line of code inside an editing page client script works flawlessly. I want to do some
New task button in Zoho CRM Canvas
According to the Canvas FAQ: By default, the actions New Task, New Meeting, and New Call are found under the ellipsis (the three dot menu) that is available in the right corner of the Activities related list. If you want to place these actions separately
Creating several contacts and associating with an account when converting a lead
Is there some way to still tie in to the Convert Lead button in the CRM UI? It seems once the Lead is converted that I can no longer access the secondary contacts information that only lives there and putting that on the account or the other contact to
Zoho charges for storage that cannot be cleared, simply a Scam
Storage keeps increasing in your CRM with no possible way of cleaning it. I had a chat with support today and this was their answer "We are sorry for that, as we have mentioned the user might have attached attachment to any record or he might have files
Non-Profit Needing Help Sharing Data
We are a small non-profit and don't have a budget (or need) for multiple users or portals or paying developers for customization. I am the only user, but I want to share a subset of the data with one other person. I've created a report and I'd like them
Automated Workflow Emails to Meeting Participants
I have a custom template for my email reminders for Meetings. I do not use the default template. I am trying to set up an automated workflow to send out my custom email template to Meeting Participants, but when I choose "Instant Actions/Email Notification/Create
Mass De Duplication for Contacts
Hello, I have a lot of duplicates on my CRM and would like to remove them in a mass way, but didn't seem to find the de-duplicate button even if I have the super admin access. Could you please assist with that?
How do I get a Workflow to trigger entry into a Blueprint?
I'm trying to get a Lead to enter a Blueprint when they change Status. If I change the status manually then the Lead correctly enters the Blueprint, but when the status is changed via a Workflow the lead doesnt enter the Blueprint, but the Status is correctly
Linking to a local file from CRM
I have found a workaround (sort of) to be able to open files stored on a local drive from within Zoho CRM. For my use, I want to be able to access my recorded calls from within a contact record. By creating a field called "Document Path" as a text area,
Unable to sync Account Owner between Zoho Desk and CRM
Hi there, We use Zoho Desk and Zoho CRM as our two primary business systems. Within CRM, each account is assigned an Account Manager for day to day queries, and we use the 'Account Owner' field in CRM to achieve this. We receive a significant number of
How to retrieve information from “Trainer Central” with Deluge in “ZohoCRM”
Hi. I would like to use ZohoCRM's Deluge to retrieve Trainer Central information. Has anyone ever obtained information from Trainer Central through API integration?
Function for copying field
Hi, I have a field called 'Book Reference', I want to copy it to a field called Book Reference Copied. It is within a module named 'Bookings'. How do I do this please?
Multi Parent Field Dependency
Currently, Zoho CRM only supports a single parent as a field dependency. We have a use case to support multiple parent fields to find the correct child values. Without it, we would have around 40 million unique values (crazy, I know). Are there any plans
Can i create custom convert function including mapping?
i want to convert potential to product or any custom module, so can i create custom convert function including mapping?
email auto-response when scanning a business card from the phone app
Hello all, How to create an email auto-response when scanning a business card from the phone app that uploads to the "Lead" in CRM?
Vendors not part of the free version?
Hi there, I thought I had signed up for the free version and had imported my vendors. Now that my "free trial" I din't know I was using is over, that tab is missing. Can I get it back?
Gravity Forms multiple checkbox field to Zoho CRM Multi-line Field.
When I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. The data from the Multi-Select Checkbox Field to Zoho CRM Multiple Line Field is shown as below. [“MON 3pm-6pm”, “MON 6pm-10pm”] I would like it to be:
Contacts with Multiple Accounts.
I am attempting to create an Account (individual module) with multiple contacts. I need to use the subform feature because each contact needs to have certain functions for that account such as, (1) can they sign on behalf of the entity (yes/no), (2) will
Next Page