Using Custom Scripts to Create Calls with Reminder Pop-up and Email
Hello, I was able to create scheduled calls using a custom script. However, I am stuck trying to assign a 30-minute reminder to the call that was created using this script. I was trying to reference other Community Topics for reminder creation, but they
Converting a lead to an existing account
How do I convert a lead into an existing customer account? I have leads for different people and products at an existing customer and I do not want multiple accounts created for the same customer. When converting a lead, there should be a drop down
Error: MANDATORY_NOT_FOUND
Hi! I'm trying to create a record to Zoho CRM using the createRecords-method in Node.js SDK v2. When I send the request to create a new record I get the following error:
Extension Pointers #11: Publishing an Extension
Extensions are software components that help developers add features that enhance the functionality of your Zoho product. Bundling an extension is essentially wrapping and delivering the components of an extension as a whole package. The process of building
Issue when testing out SDK 3.0 in Node Js
Hi, I'm trying out the Node SDK (v3.0) and I implemented the test SDK script mentioned in the README here. I used file persistance and that part worked well. The initialization worked fine, where both the access and refresh tokens got fetched and saved
Zoho CRM Users Removed
I have three users that are active in Zoho One however; they were removed from the Zoho CRM application. In two cases, there had been no login w/in 5 months and in the last, no login w/in 3 years. Are users automatically removed from certain applications
CreateRecords works only on localhost
Hi, I have a problem with node-js sdk 2.0 and createRecords. Everything works well when creating records on dev but when the project is pushed to google cloud run it will give out this error: If I remove that field it will let me create the record but
Zoho CRM: How to Capture Account Records for Companies with Multiple Offices?
Sorry - this seems like the most basic of CRM questions. We have multinational clients and domestic clients with multiple regional offices. I'm wondering how other Zoho CRM users manage this info in their CRM? Duplicate company names in the Accounts
Add 365 days automatically to end date
Hello Everyone, I have 2 different date fields, Start Date and End Date, is there way that the End Date field would automatically add 365 days to it whenever the Start Date is created or edited? Any idea is highly appreciated. Thank you!
If condition in Forumla Box
I am trying to insert a formula box with an If condition but I am continiosuly getting error called "Missing Quotes" My if condition contains strings If('${SalesOrders.Deal Type}'=='Influenced',${SalesOrders.Grand Total}/2,${SalesOrders.Grand Total}) I have a field called deal type, what I am trying to write is if the deal type field contains the string "Influenced" then the return value should be 50% of the Grand Total. Somebody please help me with an accurate syntax Thanks! Suraj
To Do List/Checklist
Looking for a way to create a To Do List/Checklist in the CRM. We have looked into the blueprint/pipeline option but as our "to dos" could happen in various stages, it doesn't work for us. It might be an option if we could have more than 1 pipeline but apparently that's not an option right now. What is the easiest way to have a simple To Do List/Checklist? We just want to have a list that we check off as completed. Thank you!
Can I add a checklist to Zoho CRM
I need to add a checklist to Zoho CRM. The checklist will have several options and I can check the options the customer is interested in. Is there a way to do that?
How to "Append" when importing Contact data to a Multi Pick List
Inside CRM I can perform a 'Mass Update' to a Multi Pick List which gives me two options: 1) Overwrite and 2) Append. Append allows me to 'add' an additional value to whatever might currently exist in the field. However, if I now want to import data from
C# SDK Configuration
In my application I installed these package _ ZOHOCRMSDK-2.1 MySql.Data Newtonsoft.Json My application is .NET Framework 4.6.2 This is my Initialize class code screenshot. I use self client and scope "ZohoCRM.settings.ALL" for generate GrantToken code.
Import Contacts with matching Account ID's
I just imported my Customers (Accounts). I would like to match my Contacts to the Accounts by Account ID (created by Zoho when importing Accounts). I do not see a field match for Account ID when importing Contacts. Can this be achieved?
Deluge: how to fetch Zoho CRM subform data
Hey I'm trying to get data from a Zoho CRM subform "PG_Info" to show up so I can merge it into a Zoho Writer template. When I try the code below it returns "null" for all entries. Any ideas? Website r_Deal_Record = zoho.crm.getRecordById("Deals",Deal_Record_ID);
Subform
Specific Filed(s) get modified not working
Hi Everyone, I have a workflow rule to automate the Renewal Date Field. The rule will trigger when a specific field gets modified which is the 'Date Completed' once this field gets modified, 'Renewal Date Field' would generate a date +365 days to the
Validate Text Field based on the value in other lookup field in the same Module.
Hi, I want to validate text input when create a new record based on another lookup field selected value in the same module. The flow is, user will select the look up value first. Once done, next user will key-in the text input that needed to be validated.
Send leads to another custom module
Hello In our company, some of the leads we import dont work, disconnected numbers or people not interested. We would like to be able to send this leads to a custom made module. Right now we can only convert a lead into a contact. Is there any way to send
Limit available products in cases from drop down
Hi We have many products in our CRM which are "spare parts" inventory. We only have 4 main saleable products supported using cases. Is there anyway to limit that product drop down in cases to just those few products? Ty
Filtering Deals Using Last Activity Time "older than x days" or "between x and y days"
I wish to create a filter for the Deals module and save the view so we can display the filtered Deals list on the home Dashboard. I wish to save 2 views: - Deals with a last activity time of 3 - 8 days ago - Deals with a last activity time of 9 days or
Unit Price vs List Price
Hi Guys I am looking at setting up price books and want some clarity. In the product module there is "unit price". I have been using this price as our sell price for quotes etc. I presume though this should be our buy price from our supplier????? Is this
Date Format
Hi I am looking at the best way to chagne a date field that comes in via a third party (Thirdparty_DOB) in the following format in the contacts module YYYY-MM-DD. I want to change this to our system format of DD/MM/YYYY and am trying to figure out if
CRM Business Hours through the API/Deluge
Hey Zoho, We love the Business Hours function in Zoho CRM (see doc here). Is there a way to access the shifts that have been configured using Deluge, or through the CRM API? We would like to be able to use this feature from our code when we are assigning
USD vs AUD
Hi Guys We buy in fixed USD, but we sell and pay in AUD with FX Rate changes eg.widget 1 is $100 USD (never changes) but we pay AUD $142 What id like to do is use the unit price in USD for PO etc in the products module, and be able to quote in AUD to
Zoho CRM - Upcoming Features ...
Hi, We would like to inform you about the Zoho CRM features that we are taking up in the near future. Please go through this link. As a policy we will not commit any dates for any mentioned features. However we will try to roll out the listed features one by one in the period of 6 months time. We will keep you posted just in case we change our priorities with respect to any features. Thank you, With Best Regards, Dilip, Zoho CRM
Function-2: Round-Robin assignment of records
Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the
User field support for subforms
Dear All, Subforms help you add and track data related to your CRM records. We've always supported most of the commonly used field types in subforms, so as to cater to your business requirements. Now we're happy to extend support to a User fields. Here's
Lead ID - What is it and what should it be assigned to during import? The mandatory field 'Lead ID' must be mapped.
Hi, I am importing my contacts from another CRM via csv file. In the Data Migration section, it says the LEAD ID field is mandatory, but there is no information on what this should be mapped to? Error message shown: The mandatory field 'Lead ID' must
Count records between two custom modules (many to many)
I use this article to make a counter records between two modules. https://www.blungo.com/blogs/post/function-count-related-records-in-zoho-crm But when I remove an element, the workflow isn't triggered.
Custom all fields in DEALS
Hello, I want to change all fields in "DEALS".....How to do it because some fields are locked. Thxx
Related List Link Target Type
Quick question, Is there a way to specify a link target type in a link created in a custom related list? I'm having trouble creating a proper "mail:to" link if there is an email hyperlink in a customer related list. Also, are you always forced to make a new tab on custom related list links? There are no documented attributes for these in any of the documentation. Please advise.
Zoho CRM Google ads phone call integration via Zapier?
I’ve been using the Zoho CRM integration and it works great for form fills. What about phone calls? Currently I am pushing the gclid into Zoho CRM via a CallRail and Zapier workflow. For some reason, Zoho and Zapier only lets me transfer the GclId
Blank page - Not able to edit
I have the same problem as another user: "I have an inventory template that I use to make service agreements with clients. When I try to edit this template, I get a blank page. Have tried refreshing, logging back in, etc., the problem persists. What is
How to Push files to you Zoho as attachments from contact form 7?
is there any custom code to fetch api and add contact form 7 upload file data to zoho cr attachments? I searched google but not found any things that solve this query
Need to integrate php website pos with zoho
need help in integration
setup department
How do you create departments in the CRM system? For example: service Sales Repairs leads But in my organization we need to establish very different departments because we are a non-profit association that deals with at-risk youth
Deals with Leads and Clients
Can anyone tell me if there is any way to also create Deals with Leads? From what I understand it can only be connected to one module. It sounds like most users connect it to clients and track Deals or potential sales with existing clients but what
Cannot Click some buttons on the CRM
I cannot click buttons like "Add New" ( meeting ) in the Open Task menu, as well as, I cannot minimize the reminders blocking some information.
Why am I only seeing a few modules in the Multi Select Lookup Properties popup?
When I use a Lookup in my module, I can see all my modules in the Lookup Properties popup. But when I try to use a Multi-Select Lookup, I only see a few modules in the Multi Select Lookup Properties popup. Why would this be? I cant use the module that
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