Kaizen #12 - Bulk Read API
Hello everyone! We hope you all are having a wonderful start in the New Year! Welcome back to another post in the Kaizen series! In this post, we will discuss the Bulk Read API in detail. What is the Bulk Read API? The Bulk Read API allows you to export data from a module in Zoho CRM in bulk. The primary difference between the GET records API and the Bulk Read API is the number of records you can retrieve. While you can get only 200 records per Get records API call, you can fetch 200,000 records
Can't Add Picklist field to my Record
Whenever I want to change the deafult value "Option 1" of my picklist, it shows me a red bordered field hinting an error, without error message. I don't know what is wrong, since I created XX picklist fields in Zoho CRM with no issues so far.
Font Sizes...
I find the font sizes available in Campaigns a little restrictive. Outlook, for example, has a default font size of 11 points for emails - and yet Zoho Campaign allows only even numbers of font sizes. I can have 10 or 12, but not 11! Can this be fixed?
Zoho Meeting Integration with CRM and Related Lists
Hi, I'm a Zoho One user, and have CRM and Meeting integrated. I was hoping to see a Contact's recently invited/attended meeting in CRM when viewing them in the Contact Module as a related list item - but it's not working. But, I have created the Meeting
Google Ads
If we had multiple Zoho accounts, can we link them all to a single Google Ads account?
How to add or design campaign list
Hi, I would like to tag and send emails/newsletters to specific contacts in my Zoho One CRM. I have Prospects (Who used to be Leads) and Contact. I want to tag certain Prospects and include some Contacts in the marketing campaign. How can I design segments
Show/hide different modules per user
We have users who primarily use different modules and want to streamline their processes by hiding the modules they don't use. Currently, if one person goes to Setup > Customization > Modules and Fields, hiding or showing a module affects views for all
Calculation with formula in Product Template is not correct whe using %
Hi all, I new to Zoho an using it as a try-out. I would like to calculate the Purchase Price based on Unit Price & vendor discount. So: I add 2 fields on the template Vendor Discount as % Purchase price a formula field (Integer) with the following formula
Kaizen #86 - PHP SDK [Part III]
Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, we will continue the journey of PHP SDK sample codes for Record Operations from last week. Let us delve into a new set of use-cases and expand your horizons with
Global Filtering - Dashboards
Is there a way to use a global filter that filter multiple components on the analytics dashboard pages? For example, if there was a global date range or user filter, the components would only show statistics for the specified date range or user.
How to assign territory automatically when a deal is created
Hello, In our zoho crm we have enabled territory management (and also run rules) on deals, not accounts. However, I noticed a lot of deals are without territory. May I know if there is a way to assign territory to a deal once the deal is created? Th
CRM: Copy values of user multiselect to text field
Hello all, We face a challenge in our mobile app. In the Web app it is possible to select multiple users in a multiselect user field. Though, this field is not supported in the mobile app. We need the values of this field to be in the mobile app, not the field itself. It would be OK if we could copy the values of the multiselect user field in a text field using a formula field or a function. As far as we are concerned, this is not possible. Do you know how to copy the values of a multiselect user
Can't Delete or Change Ownership Task within List, but CAN within record
I have a problem / issue within my Tasks view. I’m an administrator with permissions to edit and delete all activities. If I view my tasks in a list, and select a task from the list, a series of buttons appear with "Tags", “Change Owner”, “Delete”, etc. If I try clicking one of those buttons to change or delete the task, it says I don’t have proper authorization. HOWEVER, if I click to edit a record from the list, I can change owner, delete record, whatever I want. I have full permission as expected,
Import attachments limitations
I have exported the attachments from our current Zoho CRM and need to import them into a new, separate Zoho CRM account. However, there's apparently a limit on importing attachments. My attachments file(s) is over 24GB from my other Zoho account. How
Subform custom formula workaround?
I have a subform in a module for payment history with the following fields: Transaction Type (pick list) SaleID (number) Package Price (currency) Total Hours (decimal) Hourly Rate (formula - decimal) Date It'd be great to add a currency field for max
Users blocked from creating related list records
For some reason I have certain user roles who are restricted from creating Leads, a related list on Accounts. Does anyone know user permission I might have missed?
API 2.0 Authentication types
1. I believe Zoho API 2.0 only supports OAuth 2.0 Authorization Code Grant type? - Is that correct? 2. If so, it means that a person with a web browser always has to be the middle-man in all API calls. They have to manually authorize the client application and then all API calls are made to Zoho CRM as the person themselves in real time as they interact with the client app. - Is that correct? 3. We don't want that. We need to develop a back-end job that is run on a schedule that pushes data to
Function usage limit.
Hi there, We have a bunch of functions and automation in our CRM and we frequently run out of daily credits whenever someone performs any bulk action. Is there a way I can limit the number of credits assigned to functions manually? We would like to reserve
Customised Quotation & Proforma Invoice from Zoho CRM
Hi, I want use Zoho CRM for sending Quotation & Proforma Invoice with customisation such as Image & fields as per my requirement. I am not able to customise & use. If any one can help will be great. Regards, Shailesh
Name Potentials based on two custom fields
Hi, I would like to know if I can name Potentials (renamed Intérêts for my case) based on two custom fields. This is my code so far, and I just don't know what else I can do. potentialIdStr = input.potentialId.toString(); potentialname = input.diffshortname
Teams and Group is the same?
Currently I am reading this CRM Software Features & Capabilities https://www.zoho.com/crm/features.html?source_from=crm-header But I am a little bit confused in the Security tab because it has roles, profiles, and teams, but I couldn`t find teams in Zoho
REST API Timeout after Period of Inactivity
We're using the Zoho REST API with the Node SDK. OAuth authentication successfully works and we use Mongo to store the tokens as per the documentation. We can perform CRUD operations on Leads and Contacts throughout the day. However, we're having a strange problem where the Zoho API stops responding overnight. In the morning (after about 12 hours of the application running without interacting with Zoho), when our app goes to make a request to Zoho, it never returns and eventually times out. If I
The number of Multi Line (Small) field has exceeded the limits
I encountered a weird problem when trying to install an app from marketplace (below). My "Shoots" module (corresponding to native "Potentials") has about 15 of those custom fields — not something I'd think as excessive. I emailed the address noted but
Integration between Zoho CRM & Workdrive
Problem statement When attaching documents in Zoho CRM there is an option to upload from Zoho Workdrive. As far as I can ascertain, the extent of the integration is to attach a copy of the file to the relevant module in CRM. This results in the file being stored in two separate places, i.e. CRM and Workdrive (incurring additional storage and versioning implications). Idea Would it be possible to show hyperlinks to files in Workdrive, thus avoiding the need to upload actual files? Happy to expand
Zoho User Group (ZUG) in-person Meetups - Canada
Hello everyone! We are delighted to announce that registrations are now open for the US Meetups taking place in May. Join us for an engaging day of discussions and networking on all things Zoho. During these two meetups, we will explore how CRM modules
Set a LookUp field of "Account Name" in "Lead" Stage and preserve the Account asociation when converting to a "Contact"
AS IS: When creating a new lead user is prompted to set Company field and Account field When converting a Lead to a Contact, the Company name is used to create a brand new Account In our use case, we need to set Account field during the Lead process and
Trouble Authenticating
I am moving through the steps to authenticate (after years of our email addresses being authenticated) and am struggling... Please help --- Dear Janese, Your organization's (JanMar Agency) Zoho CRM account currently has users with email addresses connected
Attachment Lead Mapping
Hi all, I have an attachment field in Leads Module. Is there a way to map this when converting it to Contact Module? It is not showing in the list. Thanks.
How can I incrementally count the number of times a condition gets met in a crm record over time?
Hi. I’d love some help from anyone who can provide it. In my contacts module, I have a single select picklist field called Billing Status which contains multiple options. One of these options is “collections”. I am trying to figure out a way to create
Task Reminder Email customization
Is it possible to customize the REMINDER email that get's sent when a task reminder has been set to send a reminder via email? If so, where? Thanks Peter
Copying Subform Data from Lead to Custom Module on Conversion
Hi, I've written a deluge function to create a new module "Merchants" on conversion of a lead. This module will hold data from the lead and will also need to copy data from the subform on the lead "Payment Terminal" to the subform on the new module "Payments_Terminals".
Convert Lead to Deal API Request does not insert URL
Hello, I'm making a request to convert a lead into a deal. The request works well, but the URL I'm passing does not get inserted into the CRM. All the data gets inserted expect of "Link_zum_Kundenvorgang". I proofed the API name and there is no issue
CRM
Can you mix user editions ? For example can the internal staff have the Enterprise Edition of CRM and have outside customers use the Professional / standard Edition, just to look at some of the data ????
Zoho Sheet not showing fields from list view
Hello, I have a list view I made, It's a very simple one showing specific data about the contact and his all companys some what of a quick view. The problem is Zoho Sheet it doesn't show all the fileds from the list view, Can I some how fix this? Attched
CRM Potentials - Notes Import
Hello, We are about to import all our customer and order data into Zoho CRM from an old bespoke system based on SQL. One element of that system is an image/snapshot of visual info which cannot be exported any other way. That image needs to be associated
APIv2 and searching on Date fields
With APIv1 I could set search criteria like this: ((Notification_Date:2018-06)) And that would fetch records with a date from that particular month. It doesn't work with APIv2. I tried both: ((Notification_Date:starts_with:2018-06)) And: ((Notification_Date:equals:2018-06)) And it yields no result. Only if I use a full date (e.g.: 2018-06-18) there's a result returned (with both equals and starts_with), but I'd like to search for records in a particular range, so the technique with "2018-06" was
Count emails sent by specific users
Hello, I am trying to use the Email Report feature in the CRM and I can't get all the emails sent, for example even if I try now to see the emails sent today it shows there aren't any and I tried to send an email and still it won't show
Canvas Rules - Field alignment same as a layout
In Canvas, Is there anyway of getting the alignment of the fields auto arranged instead of the fields just staying where they are but appearing and not appearing when the rules is run?, With layouts the fields just align themself up automictically so
Use Zoho CRM api from Ajax?
Hi! Does anyone know an example of how to use the Zoho CRM api from an Ajax script, if this is possible? As far as I've read (and also tried, but not with Zoho CRM as server), the cross domain prevention can be worked around (http://www.nczonline.net/blog/2010/05/25/cross-domain-ajax-with-cross-origin-resource-sharing/),
Phone Number List Management
I'm trying to do a couple of things 1. Be able to set the "best phone number" by checking a box or automatically designating the newest entered number as the "best phone number." 2. Have a field that automatically tally's the number of fields with value
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