Extension Pointers - Simple yet significant pointers #6: Adding and deleting developers
Adding and deleting developers in an extension To perform different functionalities with different applications, it may be necessary to create multiple extensions on the Zoho Developer platform, Sigma. You may develop an entire extension on your own,
Can I Mass Delete Duplicate Records (Accounts)
Hello, When I had imported from another CRM about a year ago, I had imported A LOT of EXACT duplicate accounts and have over 12,000 records (reason for so many duplicates was I imported my "contacts" to my accounts and I had multiple contacts per account). I see the way to "find/merge duplicate" but that is a one by one process. Is there a way to mass delete or a duplicate record look-up and then delete? Would greatly appreciate any help you could provide. Thanks, Matt
NO Conversion Mapping in SandBox
It appears as though conversion mapping is not possible int he Sandbox environment. From setup, modules, the conversion mapping item is not in the actions menu and when editing a workflow that does the conversion, clicking on the Conversion Mapping link brings up a blank white screen. I would consider this a pretty large gap in the sandbox implementation. Anyone know how to get to the conversion mapping in sandbox?
How to get a specific parameter from API output?
Dear sir/madam, Hopefully you could help me with this easy code. I am using the following code receive data from an API: xmlResp=getUrl("https://api.optimoroute.com/v1/get_scheduling_info?key=20bb316618108d4404d38797f9a6b1XXXXXXXX7&orderNo=3944070000XXX1166");
Adding links to task via API
Hello, is it possible to add links to tasks via API? I mean this: We'd like to create a task containing a list of Contacts matching certain conditions. Thank you Antonio
Facing Error "Undefined variable: enableSSLVerification in C"
When i am run latest php sdk zoho code then occure error : " Notice: Undefined variable: enableSSLVerification in C:\xampp_7.4\htdocs\27sep_Zoho_ssl\multiuser.php on line 52 Fatal error: Uncaught TypeError: Argument 1 passed to com\zoho\crm\api\SDKConfigBuilder::sslVerification()
Question about the limitation of sub form entries
Hi This may be a silly question, but Ill ask anyway. ;) Im playing about with Subforms in a custom module. I see in the support documentation that: - The maximum number of entries across all subforms on an aggregate is 200. Does this mean that there
Unable to select csv format before exporting audit log
Hi everyone, I use the export audit log function in Zoho CRM however when I do, some data (that is in Arabic in the CRM) is not showing properly in excel. I suppose this is due to the csv being exporting in the wrong format. Is there a way to select the
Suppression en masse de données dans un module
Bonjour , J'ai un module personnalisé et j'aimerais supprimer toutes les enregistrements de ce derniers Comment puis je faire ?
Auto-bcc
A option in setup that allows you to BCC all sent emails to a certain address, without having to type it in every time. Best regards, Magnus
Deals data to quote
Hi everyone! I have a doubt/situation, with which I hope you can help me. I have a field in Leads that, depending on how it is configured, can be inherited from the generated Deals. My problem is that I try to inherit the data from this field to the Quote,
Customer Support in USA
Does anyone know the hours that Customer Support is open for the West Coast of USA? Thanks in advance.
After rebuilding Sandbox, Connections->Custom Service is not editable
I have just rebuilt my sandbox with production. Production has a configured connection-custom service that is used in some integrations (webhooks - etc). I need to edit the connection in the sandbox, but it appears to not be editable. The custom service
Error in zoho php sdk "Uncaught zcrmsdk\oauth\exception\ZohoOAuthException Caused by:'client_id is mandatory' in C:"
I am facing error in php sdk in zoho. : Uncaught zcrmsdk\oauth\exception\ZohoOAuthException Caused by:'client_id is mandatory' in C:\xampp_7.4\htdocs\zcrm-php-sdk-master\vendor\zohocrm\php-sdk-archive\src\crm\utility\ZCRMConfigUtil.php(43) #0 C:\xampp_7.4\htdocs\zcrm-php-sdk-master\vendor\zohocrm\php-sdk-archive\src\crm\setup\restclient\ZCRMRestClient.php(42):
Adding 2 multiple users fields to custom module
Hello, I'm creating a custom module on CRM. I'm trying to add 2 Users field and I'd like to have both of them set to "Multiple users". Is there any limitation to this? In fact, I can't set the 2nd field to Multiple Users: Thank you Antonio
Can I use ZOHO CRM for both clients and providers at the same time?
I'm new to this forum and I'm not really familiar with the forum interface. I don't know if here it's the proper place to post this. I'm not yet a user of ZOHO. I have a Travel Agency and we are considering choosing ZOHO CRM vs other alternatives in the
Disappearing cursor in description
I've been using ZohoCRM for about a year, but I just recently got a new computer and when I began using ZohoCRM on the new computer when I try to write in the description field, the cursor disappears, so I can not backup and delete portions of the text
Query CRM database using deluge with "contains" condition - COQL API query
I am trying to find a way to query the database with a "contains" not "equals" (which can be done using zoho.crm.searchRecords) but I think a field can be searched based on "contains" using COQL Api Query. This is what I am working on but I don't have
How to integrate Shoretel Web Dialer chrome extension in zoho?
So I have this code but it doesn't work. So this code is supposed to convert numbers into dialable links for Shoretel, but it doesn't seem to work and it states that the variables are not defined like phone and country. The shoretel web dialer extension
Rollup of Invoices from Zoho Finance/Books
Hi, I am looking at taking data from Zoho Finance/Books adding them to an account within the accounts module Products purchased - and adding them via a related list Total GBP invoices paid (rolling up) everytime a new invoice is paid is this possible
A little help with zoho.crm.searchRecords syntax please!
I am trying to search Campaigns using deluge in crm. I am really frustrated that the only operators are "equals" and "starts_with".... shouldn't there be a "contains"?? Ideally this solution should be a contains search of a specific field. It's a function
How should I manage multiple mailing addresses at the Account level?
How should I manage multiple mailing addresses at the Account level? We need up to six different physical addresses associated with an Account. Should I do this as a subform or standalone module?
Hi, I am looking at Utilising Zoho CRM and other Zoho products to develop Education Consultancy CRM and a portal for B2B
Hi Friends I am looking for suggestions for Zoho development company who can modify Zoho CRM as per our requirements. We are in the field of Education consultancy and want to design Education CRM for our B2B network. Along with that, we want to use IQ
Create Zoho Writer Merge Document with data from 2 modules
Is it possible to map fields from multiple modules and create a merge that I send for signing? I'm creating a contract using Merge Fields. I'd like to include fields from my Opportunities module and also include my Companies module. I can access and
Field validation/limitation
Hi, I am new to Zoho CRM. I would like to limit the entry of certain characters in certain fields and I would also like to receive a notification when importing a contacts in bunch that a certain field does not have the specified format. If the second
When same function called at the same time twice, on of them doesn't update field
Let's say whenever a record is created, your workflow reduces the "Quantity in Stock" field for one product. Your WF is associated with a function, which takes the Qty in Stock number, reduces it by one, and then updates it again. Simple. What happens
Inherited sharing
Hi. I have a business requirement that I don't know how to make work in Zoho CRM. I have a Record data structure something like this: Project Stage (Custom Module 1) House (Custom Module 2 - one-to-many) Linking Module Contact (many-to-many) Then I have
How do I duplicate this component in my dashboard?
I wanted to duplicate this custom component view in my dashboard. How can I do it?
Multiple Reports in a Digest
If all reports are scheduled on the same time frame, is there a way to get them all in one email so the recipient isn't receiving several report emails at once? Like a digest on the two week schedule
Custom Functions for Creating Records from CRM to Books? (Basically same records in both apps)
Hi, Does anybody have custom functions (preferably deluge) that can create (and if possible update) records, for example an Invoice in both Zoho CRM and Zoho Books, trying to simulate a two way sync through custom functions between the two apps but if it is not possible just creating a record in both apps could help us. I know they have different modules for Invoice, Sales Order etc., but we would like to use CRM for creating and Books for managing the finance part. Also trying to do the same for
Zoho CRM for the Legal Profession
Just wondered if anyone here has successfully set up Zoho CRM for lawyers? I'm in the process of doing this along with integrating an online accounting app. Would be interested in hearing from others on this.
Email Parser Email Issue
I use the email parser for many clients and myself for lead generation. The only issue I have with it is there is no longer an error message showing why certain emails don't parse through. I remember there used to be this error message to help figure
Should it take 8-18 seconds to open a "Deal" or "Lead" record?
In chrome, incognito mode, no extensions loaded, it takes me anywhere from 8-18 seconds to open the details of any individual deal. At night, it goes down to about 8 seconds and during the day it's 18 seconds. My expectation was that it would take 2-3
WANTED Recalculation of Formulas on single-field EDIT
One mayor deficiency in Zoho is the lacking ability to re-calculate formulas constantly, as it does an application such as Excel. The argument given by Zoho is that this is a limitation by design, as the system takes a performance hit. One may understand
Subtract two dates
Hello! I have a doubt about something that I am not achieving. I have a report with 2 dates. Is it possible to get the difference between them? In the Reports module or in Analysis. I used the comparison options, but I couldn't get the result of subtracting
trying to figure out how to add telephone scripts for my sales team
does anyone know how to add telephone scripts so they can be easily accessed by the sales team.. and really if necessary for customer service for inbound calls.. as an example how to deal with customer with xyz issue? Thank you Bill
Have a text field i need to update from another module
I have an accounts module wit some fields I need to interact with. Carrier Name which is a lookup of a module called "Vendors" Zone which is a lookup of a module called "Carrier Rate" Expected Tonnage which is a pick list ZonaChargeRate which is a single
Alternatives to zoho phone
Hi I have recently switched from a German telephone flat rate to zoho phone. The cost has increased 3x from less than 25 EUR/per user / month to about 75 EURs without changing the volume. Does anyone know a better / cheaper solution? Has anyone experience
Add Incoterms fields to quote module
Hi there. I'm just starting out with Zoho, so please if these fields are hidden somewhere please feel free to disregard. For any quotation involving a product, it's common to have Incoterms identified on the quotation, typically these are agreed with
Emails Still Not Sending
Hi, I have a workflow setup that when a lead is created an email is sent to the team with the details for them to contact. But for some reason this email will not send. If i set the workflow to send an email to the "Lead's Email" the workflow triggers
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