I am sending a "To" column in request but I get the following error "Validation failed : SYNTAX_ERROR => error occurred while parsing the query [ To1203 ]"
I am trying to get data from a Custom Module by using the following query: Select * From CustomModule Every time I execute this query I get the following error: "Validation failed : SYNTAX_ERROR => error occurred while parsing the query [ To1203]" In
Parallel Transitions, Widgets Support and more! A heads up on upcoming Blueprint Enhancements
Hello everyone, We would like to offer you a heads up on a set of useful updates that will be rolled out shortly in Zoho CRM's Blueprint. The updates are: a) Introducing Parallel Transitions b) Enhancements in During transition. Widgets support. Multi
Zoho CRM's V4 APIs are here!
Hello everyone! We hope you are all gearing up for Christmas and New Year. To make this season sweeter, we are thrilled to announce the release of Zoho CRM's V4 APIs! With every version, we offer something new to satisfy your business needs. V4 is no
How to autofill City information based on Zip Code
I would like to know if there is a formula to autofill in City and State information if the Zip Code is entered into a New Lead.
Zoho CRM is a mess
Why is it so complicated to do the simplest things? I am super frustrated by this platform. They suck you in with what looks like a good deal for the software without telling you you have to invest 10s of thousands of dollars for the software to do anything
Permissions based on conditions / groups
I have 2 new users who need limited access to CRM because they are contractors. We've never had contractors in the system before and the permissions are getting a bit confusing for our use case. Both new users support the same 5 Customers, so they should
PhoneBridge Integration Desktop Notifications (Browser, or Softphone)
Hi there, I try to implement a new Sales and Support process, which includes as well Zoho PhoneBridge using Twilio. Everything works fne so far, but there is one major problem. How will my support & sales representatives be notified, when they neither
Deluge function to compose email and associate to a record
Hi, I successfully wrote a deluge function that sends emails with attachments, using built-in fields "primary" and "secondary" emails of a custom module. As I need to keep track of sent email, I would like to know if it is possible with a deluge function:
Cant get a schedule function to run correctly
Hello I have a custom function that I have written and I know works as I have tested it in a workflow, I need the function to run every morning at 6am so have created a schedule but when I create the function in the schedule I cannot associate the argument
Get emails sent to a module entry in Zoho CRM
Hello, we would like to use the API to get the emails (and their contents) sent to a module entry, but we don't know whether this is possible. Any ideas? Your help is greatly appreciated
I want to create Deals with a specified layout in the PHP SDK.
I am trying to create Deals with the PHP SDK. I'm trying to create a Deals using the PHP SDK. I'm trying to create a Deals from multiple layouts by specifying the most recently created layout, but it's created as Standard. I have just recently developed
Daily leads amount report
Looking for a way to receive a numeric value summing the amount of leads created yesterday. via API or any other method is appericated. Thanks!
Set a filter criteria to limit the records available to users in the lookup field
Presently in ZOHO CRM, the "Lookup" field say "Vendors" in the "Purchase order" module, and displays the name of all the vendors in the drop-down or in the lookup window. If we want to restrict these values of the lookup field, there are two issues in
Zoho CRM Reports module throws error when Filter applied as "Logged in user"
In the "New Version" of Reports, existing default/standard reports like "My Overdue Activities" (or any "My" related report for that matter) throw an error and will not run when a filter exists for "logged in user". If you remove the "logged in user"
Related email doesn't match email with association article.
Related email doesn't match email with association article. https://help.zoho.com/portal/en/kb/crm/connect-with-customers/email/articles/email-association-with-deal#Link_Unlink_or_Change_Deal_Manually It would be great if we could also associate the email
Lead Status Report associated with number of days (age) in a particular status
Hi, We want, a lead status report to be generated saying that how many days has been passed in a particular status. Then, if the number of days are morethan 14 days, an auto generated escalation should go to manager. is it possible in Zoho CRM ?
How to send Lead information to an external party via email
Hi there, I'm wondering if it is possible to be able to automatically send a leads contact information externally through workflows? We act as a third party so would send our leads to retailers I'm wondering if this is possible to be done automatically
Edit or Delete scheduled emails
Is there a way to edit or delete emails scheduled via a workflow? If a customer makes an order, or phones me, it's hugely unprofessional to have a series of (now irrelevant) emails continue to be sent to them. Zoho support tell me it's not possible. (though
Condition for multiple Pepiline
I have 2 pipelines with different stages (Government and Private), I have the field where I indicate which type of pipeline I want to follow, but I cannot fit the deal within the designated pipeline, it enables all stages (both government and private)
Email sent shows up as email opened almost immediately, even when not opened
When I send an email from Zoho CRM, a few seconds later, I get a notification saying the message has been opened. I have sent to my test accounts and not read the sent email, so I know its not being opened by recipients before getting an opened response.
Zoho - Crm - Bulk Apis - Bulk Write
Hello, I'm developing a new feature for our application and I need to use bulk apis. I set up a self client in order to generate the code to send the request for the access_token. I make the access_token request with the code and I receive a token for
String Function Not Working
I am trying to create a function based on the date entered into the "ITAR Expiration" field. If the expiration field is older than 'today's date' or left blank, I want the formula to return the text 'Invalid.' If the expiration field is a date that is
Kaizen #59 - Creating alerts and custom messages using Client Script
Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script and its simple use cases involving ZDK Client functions. What is Client Script?
Zoho CRM Email Parsers not working?
Hello, We have an e-mail parser set up which has worked fine for the last months. This parser receives emails and creates a contact from each email. However and without making any changes it has stopped working as of around 12 hours ago. Set up another
Embedding a Zoho Survey question in Zoho CRM email template
Hello. Zoho Survey has an "inline email" option that outputs some HTML that, when pasted in an email, embeds a Zoho survey question in the email. https://help.zoho.com/portal/en/kb/survey/launch/inline-email/articles/inline-email The problem here is that,
Simplifying global interactions with cross-cultural services | Small Business Heroes E13
This episode of Small Business Heroes, a CustomersSpeak series, features an interview with Hatim Shetiah, Director at 7C Lingo. 7C Lingo started when the founder, Fathy Shetiah, took on a project of translating MEAP test in Michigan. Eventually, they
Custom function to create Sales Receipts (zoho Books) from CRM
Dear all, I would like to use custom function to create a Sales Receipts in Zoho Books from CRM. I can't find any documentation for parameter and any relevant API for it. Did someone have sample code? Thank you
Can I undo blueprint transitions?
We're using a blueprint to move deals through a pipeline. Now and then we make a mistake and move the item to fast to the next stage or to the wrong stage. Is there a way to undo blueprint transitions? (not building an undo transition for every stag
Tip#3: Smart Views to quickly enter the data in the records:
When sales reps are at customers' place and while entering the data into the CRM app, it is important to focus only on mandatory and system-defined fields to capture crucial info quickly and not take too much of the customers' time. With the Zoho CRM mobile app, sales reps can achieve this by enabling the 'Smart Views' feature within the CRM app settings. Using this feature the reps can enter, view, edit only the required data (important fields in the layout) within the record. To enable this
Ultra Wide Monitor Support
Hello, I have noticed that Zoho overall struggles with ultrawide monitors OR anything bigger than 1920X1080p. For example, when I am trying to look at a list of Contacts in Zoho CRM, if I open a contact and return to the list, it is only visible on half
Current user in blueprint widget
Hi, I have blueprint transition where I use a widget. After the successfull execution of the widget, I trigger the next state with a deluge function. In the after stage of this transition I have an another deluge function as a custom action. In this function
Uploading images to templates
Hi, recently I have experienced problems uploading images to templates, first of all images that are already uploaded show as an icon and when I try to upload images, the interface freezes and shows a loading text but it never uploads pictures.
Workflow rules
Which will override the workflow rules in ZOHO CRM?
Invalid Module Error when executing a function
Hi, I am writing a function which collects data from my custom module & uses this data to create a record in the "Invoices" module. I think i have written the function accurately enough. It is retrieving the information from my custom module but when
Last Name appears twice in lead in Zoho CRM
Hi, I'm using an email parser to extract information from my incoming leads. I have mapped the first and last name to the proper fields, but when the lead comes in, the last names appears twice. Which that each time we still have to manually edit the
Integration Zoho CRM with Qualtrics
Hi, Any plans to include Zoho CRM integration with Quatrics? I know about the plan to integrate it with Zoho Campaigns but CRM is essential too Thanks, Hasna
Zoho User Group (ZUG) in-person Meetups - Canada
Hello everyone, We're delighted to announce that we've opened up registrations for ZUG Meetups across Canada for December 2022. We've some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancements
Remove ability to add Attachments
I want to remove the ability for my users to add attachments to the CRM. We have a lot of classified protocols, and I don't want any user to have the ability to mistakenly attach a controlled document to anything within the CRM. Is there a way to turn
Delegating Tasks
I'm new to Zoho CRM. I'm in the process of creating recurring task lists for various clients, but I am finding that I can not delegate a task to an employee. Does this function exist in the enterprise ed of CRM? If so, where. Thank you!
Attach Zoho Workdrive folder to Deal using Deluge
Hi I can attach a new file to a Deal using deluge function: file1 = invokeurl [ url :"https://workdrive.zoho.com/api/v1/download/xxxyyyzzz" type :GET connection:"zoho_workdrive" ]; upload1 = zoho.crm.attachFile("Deals",deal_id,file1); where xxxyyyzzz
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