Can not get FirstName and LastName columns for a custom lookup column using Query API
For default lookup columns such as Owner, when executing the following query in Query API I was able to get data { "select_query":"select Owner.first_name,Owner.last_name,Owner.id from Accounts where id is not null" } However I have created a custom
Monthly Revenue Forecast
Hello, I am evaluating Zoho, trying to create what I consider an extremely basic graphical representation of future sales. I can't seem to figure out how to do it, and the WebChat assistant told me it can't be done. This is hard to believe. The sample
Using Deluge to get Accounts with no scheduled calls
Hi I need to use Deluge to pull accounts with no scheduled calls ( they will be scheduled against the contact for that account if there are. Once I have that list I will create a button to schedule calls for those accounts ( this part I can do) I just
ZOho CRM API : Unable to connect even following afficial documentation step
Hello, I'm facing issue when i try to connect to api from Oauth2. Even i post request with correct parameters like id and secret i and client id, have only error message like : invalide code or invalide url redirect url even if it the same like set on developper console. could you please check it why is no t working ? Thanks,
Not checked Checkboxes in clientscript are undefined
According to the console a checkbox appears in client script as undefined when its not checked. The expected value would be false, no?! const NotCheckedCheckbox= ZDK.Page.getField("NotCheckedCheckbox").getValue(); log(NotCheckedCheckbox); console: undefined
CRM - Grouping in Reports
I have a Deal field that can have any number in it 1 - 100. I would like to create a report that groups the Deals based on a range of those numbers. 0-24, 25-49, 50-74, 75-100. Is that possible in Zoho CRM?
Introducing Customization of the Product details section
Note: As on 8th March 2021, we have enabled product line item customization for all users. API support for the changes done to this subform like adding new fields, removing fields and editing field properties is available in version 2.1 only. We are opening
Community Digest - August 2022
Hello, Folks! This month's digest features a brand new space! Checkout Dev's Corner that highlights intriguing subjects based on developer-centric posts. Announcements > We are glad to announce that we have enhanced our Subform support by adding user
New Style Reports require manual update/refresh
Hi, Since moving across to the new reports within the CRM, we have noticed that we have to manually update and refresh the records - previously this wasnt required, how can this be re-enabled? Thanks
What is a Blueprint Type Widget?
Hello, what is a blueprint type widget? I can't find this info in the documentation. Thank you
Related lists mobile device
Hello, We are using Creator Application to make reports on Accounts from our Zoho CRM. On the computer it's possible to see those reports on the Accounts in related lists although this is not possible to see this on the accounts on mobile devices. It's
Automatically attaching Account attachments to email notification
We have several accounts with different attachments and I hope to create an email template on the Automation (workflow rules) which will automatically attach any account attachments to that email template before automatically sending it out.
Multi-line field display issue
Hi all, we have a custom module which has a sub-section with a number of fields, one of which is a multi-line field. The issue we have now is that not all text in the field is shown when viewed. There is the "Show More" option and this does increase the
Function to update a date field copying another date field
Hello, I need to create a workflow that updates a date field. To this update, I can get the date in a two different ways: 1. copying the same date calculated in another custom formula field. 2. adding the number of days from one number field to a date
Custom created single-line field - don't allow duplicate values
In the system field labeled as "Email" when I try to enter email that already exists in our database, I am not allowed to do it and that is great. Beside that field, our company is using another field (labeled as "Email 2") which is single-line field
Old/wrong data in email template
I have a field in Accounts, <saldo> From external this <saldo> is updated in crm. I created a template include this field <Saldo> I created a workflow rule: This rule will be executed when saldo is modified to a value > 0 This rule will be repeated whenever
Zoho to Microsoft ax data sync
hi i would like to know is there any possibility or the possible method that we can do. we have four companies,HO is using AX 2012 R3, two our using zoho crm system we need to continue in it. but we need to know is that possible to sync data or third
Organization Hierarchy Chart for Zoho CRM
Problem: An important part of any sales process is to ensure you’re speaking with the right person in an organization when working on an opportunity. However, when there are multiple contacts for each account, keeping track and reaching out to them seems
Functions get duplicated when you republish a journey in CommandCenter
Whenever you update then republish a journey in CommandCenter, any custom functions referenced from Custom Functions get duplicated.
Concerning the transfering of notes from one module to another
Dear Zoho Community, I created a custom button simular to the 'Convert' button in the Leads module, that converts a Lead into an Account and a Contact. My button does it for two custom modules (record from Module A is moved to Module B) and it works well.
Move deal to other pipeline / blueprint
we have 2 different sales pipelines: New business and Customer succes. Both have a blueprint associated with them. Through Zoho Forms with Zoho flow we add a deal to the default pipeline (New business). Sometimes this is not the right pipeline and we
Is there an API to list available fields for a webhook?
For example: when a Deal is created, I would like to know what fields can be included in the webook. Through research and trial and error, I see that fields are available from: Organization Contacts Deals Campaigns Users Accounts Is there an API call
Need help sending images to Zoho CRM sent from Typeform using Zapier
Hi everyone. I have been struggling to integrate images submitted by users who complete a Typeform via Zapier. Right now Zapier is sending all text-based responses completed on Typeform to Zoho CRM, however, it does not send or recognise the images uploaded
Is it possible to join Users and Accounts using Query API
Is it possible to join Users and Accounts using query API For example: { "select_query":"select Users.first_name, Users.last_name, Accounts.Email from Accounts where id is not null" }
Customer Portal Can access Company Canvas
A very very very major issue with the customer portal, please do not use / I created 2 canvases, one canvas for the customer portal and my regular canvas that I use myself / well the big big big big big issue is that I found that my customers also have
Look up country code
Hi, I'm using a pick list in Accounts for countries. In our enterprise software we use a 2 digit country code. I'd like to be able to pull up the country code automatically - it's easy in excel, access etc, the only way I can think of doing it in Zoho
I want to add a line feed code to the message returned by the button.
I would like to put a line feed code in the message displayed after pressing a button in CRM. If I put a line feed code, it will be replaced by a space. How can I get the message returned from the button to break lines?
Related List Duplications
Hi there, When I assign a product to an account and vice versa, in their respective modules, it creates a duplicate related list. Any ideas on how I can fix that? As well as, the pre-set related lists show no records found and render it unable to find
Run custom function prior to using email template
Hello, I have a custom function that queries a related list and populates a field called "Assets" in the Contact, e.g., gathers the serial numbers of the owned Assets by the Contact and populates a field called "Owned Assets" which is a string. I also
Third Party App Connectivity
Hallo i am new to zoho crm and i am interesting to "connect" it to another app that i have.What i really want to do is to bring a field value (custom field ) that i added to the users tab ,and get the value of it for each user.In other words i want to
Trigger a workflow when Quote is converted to Sales Order
I have a Quote and I click the "Convert" button to create a sales order. This is great, but a few things are left behind to be cleaned up: 1. The Quote is still open even though it has been converted 2. The Deal that the Quote is part of is still open
Query API . Expose all fields that that require a join for lookup
From Query API documentation it seems that there is a limitation according to which we can only use only two relation join in the select query column. https://www.zoho.com/crm/developer/docs/api/v3/COQL-Limitations.html However I wanted to know if there
How to delete email templates?
We have reached our limit of allowed email templates (100). So, I want to delete some older templates. I have looked and looked -- in the system, but I can't find anything that would let me delete, and in the knowledge base and on the web, but I can't
Receive Goods or Purchase Order
I just learnt that system only shows quantity on order. There is nothing I can do to receive goods. I ended up manually changing quantity to reflect goods received. That still left the quantity on order. I had no way to remove that quantity on order
CRM is so slooowww I can't access it since yesterday.
My connection is good and I can access other Zoho app but when I click on Zoho Crm it's loading on my end. My other team can access their app but I can't .
How to make sure that the refresh token has not expired
I know that refresh token lives forever, but i can revoke it, so the question is how to verify that the refresh token is valid without creating access tokens. For example, as in HubSpot https://legacydocs.hubspot.com/docs/methods/oauth2/get-refresh
Security Bypass/Override?
Currently all my contacts are public and account private. I have a product table though that has accounts tied to them, and need those to be public. Is there a way to bypass/override the default security or add an exception that make accounts with products
Extension Pointers #1: A step-by-step guide to integrate Google Contacts using Sigma
Integrating and syncing data is a significant factor for effective customer relationship management. Let's consider a scenario where an entrepreneur is planning on starting a new venture. An important factor in propelling any business towards success
Function Code
Hi there, I am struggling to generate a code for functions. The purpose is for data upload. I have 3 Custom modules. (Discretionary Savings; Retirement savings; and Annuities & Incomes, each with a module ID) I have multiple products, by multiple providers
How do I re-invite someone?
Hi, I have already invited someone to join, however when they went to accept, it said that the invitation to join had expired please get me to re-invite them, but I can't work out how to do that!! Any help would be greatly appreciated
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