Scheduling a call with a contact related to another contact
I'm looking for a way to schedule a call with one contact and associate the same call with another contact. Typically, I would imagine this can be done by using the "Related to" Field in the call. But I can't find the option to associate a contact here
Custom functions - get records by view name - getRecords(viewName)
Has there been a breaking change with this feature? Several of our deluge automations no longer work, as of today. For example: deals = zoho.crm.getRecords("Potentials Awaiting review Unassigned"); info deals.size(); Returns 0, even though there are many deals in the view named "Potentials Awaiting review Unassigned" Changing to: deals = zoho.crm._getRecords("Potentials Awaiting review Unassigned"); info deals.size(); Returns 1. Performing a .get(0) still returns a map of size 1. Performing a further
Using CRM API to insert/update product "List Price" and "Quantity" does not auto-fill related pricing information
When updating or inserting only certain parts of pricing information (list price, quantity) of a product, how do you force the backend to auto-insert relevant "Amount" and "Total"/"Grand Total"? Example of my quote insertion: ... <Quotes> <row no="1"> ... <FL val="Product Details"> <product no="1"> <FL val="Product Id">123456789</FL> <FL val="Quantity">1.0</FL> <FL val="List Price">123.0</FL> </product> </FL> ... </row> </Quotes> Thank you for your help!
Failed to execute function - Mismatch of data type expression. Expected List but found String Line Number:12
I've had the above error, for the following function. I have a customer module (Customer Onboarding) where I want to create a record for each row in a subform in the Deals module, this currently works, however I'm working in sandbox to change the subform.
Multi-vurrency for products?
Hello, i couldn't find multi-currency option for products. it is just shown Try and i also added USD from general setting module. i can just add value and it directly add TRY on the system without asking me. how can i change this?
How to fetch data from subform in server by Client Script?
Hi all, I need to call data in Subform from server to compare with data on web browser. I tried to use fetch data by fetchByID, but I can't find info of Subform. Please help me!
Using Deluge, how to loop through all Open Meetings?
Hi I need to loop through all Open meetings. My code is: getMeetings = zoho.crm.getRelatedRecords("Events","Deals",deal.get("id")); for each meeting in getMeetings { // do something } However, this loops through all Meetings (Open and Closed). Ive tried
How to run a workflow based on date field in Subform?
Hello, in the "Invoices" module I have added a subform that contains several fields incl. a date field. I am running a workflow and several lines/records in this subform will be created. And I want to run another workflow based on the date field in the
Field update every 2 years
To keep it brief - our clients have a certification that renews every 2 years and I'm trying to set up a function to auto update just the year. What would be the best way to do this? Apologies if this is a huge noob question.
Button to create a sales order from a deal in Zoho CRM
Hello, is it possible to create a Sales Order from a deal without sending or creating estimates? The integration with zoho books can create an invoice draft from a deal. I think of something like this for a sales order. I need to send a total invoice
Voice to text notes on the Zoho CRM iOS app
Are you guys up for a challenge? Okay, so what I would like you to do is, try to add a note to a record on the CRM mobile app just by using one hand to enter the texts. This is doable and quite easy. However, what if I tell you to add a note to a record
How do I calculate the values from individual fields?
Hello, I am looking for a way to calculate the values from individual fields in the module "Invoices". "Sub_Total" (it's the "offical" field of the Products subform) "Discount_in_Percent" (picklist) Result: "Discount_Value" (input field) The result should
Update ZOHO CRM Subform Custom Field by Deluge
Hello Team, resvp = zoho.crm.getRecordById("Deals",5575250000004540106); Quoted_ItemsList = List(); ProductDetails = resvp.get("Products_Details"); for each rec in ProductDetails { mp = Map(); PodcastName = rec.get("Podcast").getJSON("name"); PodcastID
Is it possible to move Cases into Desk
Is it possible in the integration between Zoho CRM and Zoho Desk, to push Cases created in CRM into Desk and pass the updates between the two systems?
Not Able to Fetch data more if file size more 5 MB
Hello Team, @Bhoomi Joshi @Anamika Prasanth @Ashwin Vishal R Greetings of the day, I am Facing an issue with Fetch data from the getURL() & also with the InvokeURL 1. file size is more than 5 MB, please provide the solution for
Can I assign price books to contacts, invoices or purchase orders?
Hello, I recently created several price books in Zoho CRM and assigned products to each price book with special prices. But I do not know how to assign the price books to contacts, invoices or purchase orders? The best way would be to assign a price to
Update data in subform
Hello! I have a subform within a budget, I need to update the data of one of its fields in this subform. But I am not managing to insert it either with a function or with an update rule. With the rule, it doesn't directly allow me to choose to point to
Subform in template
Hi! I want to make a template in the inventory section, to print from the Quotes module. But I can't add data from a subform to the template, the system tells me that the fields of the subform are not compatible with the template. I also can't create
CRM deleting emails from system when they are deleted from outlook
Hi, i have noticed that when i am deleting an email that i have sent through outlook that it is deleting it off the CRM system on the account. how can i stop this from happening? Its deleting the email when i am deleting it in both sent and in trash.
Retain Emails for Deactivated User in CRM
I have CRM Plus. If a sales person leaves, we loose all email history for the Lead, Contact or Account. That is a major flaw in the product. I have been told I can take a backup. There is no way to import email into CRM. How do we keep the email history
How create a new record with workflow/function in another module in Zoho CRM?
Hello, I do have a custom module "Subscriptions" and I want to create a new invoice in the module "Invoices" in Zoho CRM by running a workflow. The new invoice should be generated on the basis of various fields in the "Subscriptions" module: "Contact_Id"
CRM Calendar Sync to Google suddenly causing duplicate entries in Google
I've had Zoho CRM Calendar set up with a two-way synch to Google Calendar without problems about 18 months. Last week, the sync has started causing duplicate entries (and occasionally triple entries) in Google. No changes were made to my account - it
How zoho calculate touch point score
How to zoho calculate positive and negative touch point score
About aliases for fields on layouts Zoho CRM
Hi team I am managing Zoho Crm, where when parsing a deluge script where I see the following code: debtCopayment = potential.get("Copayment_to_Cover"); But if I look for the Copayment_to_Cover field in the layout, I can't find it, which makes me think
Add 'Years' Option to Workflows
To keep it brief, I was trying to set up a workflow to add 2 years to a date field automatically as an update field action (with the trigger being the date itself) and saw the option to change the date by 'Days' or 'Hours' - because of leap years triggering
ZoHo CRM for email on a shared mailbox
Hello ZoHo CRM hive mind, We are just beginning to use ZoHo CRM and have added the ZoHo CRM for email onto our Outlook accounts. When we connect as ourselves, the add-in is available, but on a shares mailbox it disappears. Does anyone know if this add-in
Email Notification's going to spam folder
Hi there, We are having an issue where email notifications triggered by workflows are being caught in spam. These emails are going to people in our company but who are not users in zoho so are added through 'additional users'. The from address is set
Zoho CRM and Google Maps
Just wondering if there's any integration here. Trying to figure out if I can utilize Google maps with addresses for contacts, customers, etc within Z CRM? Earl Rudolfo SMBOnline 360�
Linking a referral and referralee records together in any form (Lead, Account or Contacts)
I have a client that gives me referrals to other businesses. I need to. 1. Look at the client record that provides me with the lead and see a list of referrals I have received from them 2. Ability to click on that list and go to the refurred lead
Migrating from Workspace to Office will the IMAP email
Hello all, Currently migrating from Workspace to Office, wondering if the emails that are synced in the CRM through IMAP will stay there ? Has anyone experienced this ? Thanks!
Training / Tutorials
Is there any free training for CRM and Books available?
Unable to get records with refresh token
Hi all, I'm using the REST APIs to generate the refresh-token (which I'm getting back successfully). However, with the access token obtained in the response, no other all are going through. I'm constantly getting the same error message as below. I don't
Common_Status field COQL query
Hi, What is correct way to query data by Common_Status filed? For example what is correct COQL expression for this criteria: "criteria":{ "group_operator":"AND", "group":[ { "comparator":"contains", "field":{ "api_name":"Common_Status", "id":"4233330000000002"
Showing Certain information from leads/accounts on an external website
Hi, So I'd like to know if there is a way of showing certain information from our leads and/or accounts on an external website so they can verify that the information that we have in CRM is correct?
Age in Days and Due In Days
Hi, I was wondering can someone explain how to convert Age In Days and Due In Days criteria to valid COQL expressions for all available operators? Thanks.
Possible to only allow Unique Account Names?
Currently my users can create accounts with the exact same name which causes problems. Is there a way to make the account name field unique? Thanks!
Where do I find the postman collection for ZohoCRM?
I just watched this video: https://www.youtube.com/watch?v=ETlhFkx47rg where the presenter downloads a postman collection to demonstrate the new api. The URL he provides to find the collection does not have a link to download it. Where can it be found?
How add multiple record line in excel file using toFile funtion in deluge script??
How add multiple record line in excel file using toFile funtion in deluge script?? this function add only on record in excel any solution to add or edit excel file with deluge script. csv_file = "Name,Age,Azmat,25".tofile("sample1.csv"); zoho.crm.attachFile("Contacts",4813270000000437033,csv_file);
Find most recent date in related records
Hi, I'm slowly learning how to use custom functions to expand our use of Zoho, but am not experienced in this type of script. I have a Custom Module (eg Items). It has a related Custom Module (eg Visits). Each Visit is a separate record, with a date applied.
Does anyone is using Sirena/Zenvia integrated with CRM?
Im having a lot of problems with the integration of Zenvia/Sirena with CRM, is not working on the last months and i need to solve the problem or change the app for WhatsApp. Does anyone could give me some feedback about this? Thanks
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