Node JS SDK V2, searchRecords using a custom field as a search parameter
Hi! I'm making a Node.js app that connects with Zoho CRM with the ZohoCRM Node.js SDK Version 2. I need to search records from the CRM using a custom fields value as a parameter. I'm guessing this can be done but couldn't find any documentation on how
Where do I enable GoToMeeting in the mobile app?
We need to have the option of an online meeting in the mobile app, specifically gotomeeting, but I don't see how to enable it where is the integrations for the mobile app?
Cannot Attach Files from within Google Drive Folders
We maintain a highly organized directory of customer information in our google drive, comprised of thousands of individual folders. We need to attach certain documents from within these folders to various modules in Zoho CRM, but when attaching a file from google drive it only allows us to see/attach items that are stored in the main google drive directory. I would sooner give up our CRM than our Google Drive document structure, so there must be a way to attach these files without needlessly wasting
Cavas View does not open when clicking from a related list or some lookup fields.
Hi there, We've been using Cavas for all our modules for a few months and it's great. It really improved our productivity and made it much easier for everyone to use our CRM system. However, even though the Canvas View that we created have been assigned
Minor Enhancements in Multiple Scoring Rules
Dear All, Greetings! We have made two minor enhancements to Multiple Scoring Rules. Using custom modules in scoring rules: Currently, scoring rules can be configured for Leads, Contacts, Accounts, and Deals modules. Hereon, you can configure rules for
Relate Products to other Products
Is it possible to relate products to other products? I want to view a Product and see it's related parts (also products). One part can fit many products and one product has many parts. When I try to add a multi select lookup field in the products module
Is it possible to use a worflow with a lookup field ?
Hi Community, I have a LOOKUP FIELD in my DEALS that is related to PRODUCTS module. I want to make a workflow according to the result of this LOOKUP FIELD. I don't find the option in the workflow thanks for your help
Import/updating into Zoho CRM skiping blank cells
Hey everyone i have a question. Is it possible to import/update existing records into zoho crm? but with a catch. Normally i know i can import -> update current records -> use this column as main etc But i have an excel file with different data in it
Can a workflow create a Meeting in CRM?
Hi, I am looking for a workflow to create a meeting when there is a specific field update in the deal module. Tasks are created as an instant action, but is it possible to create a meeting? Thank you
App Spotlight: Zoho CRM 2 Google Drive
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. Zoho CRM 2 Google Drive Easily manage your company's Leads and Deals folders
Keypad dialer needed for Twilio in Zoho CRM/desk/recruit/etc (Phonebridge)
I really wish when I click on the phone symbol in the bottom right corner of zoho crm it would open up and show a full keypad so I can make calls inside zoho crm (using twilio) to phone numbers that aren't leads, contacts, tickets, prospects, etc. I pay
Error with character count in CRM Templates
This is for anyone having issues with Templates in CRM showing an error on the character count. I was getting an error regarding my character count. Templates has a 200,000 character limit. My document was only 2300 words and it was producing the error.
AutoRefreshFields and PickListValidation settings
I am pretty sure I got this from an example somewhere: var config = new SDKConfig.Builder().AutoRefreshFields(false).PickListValidation(false).Build(); new SDKInitializer.Builder() .User(user) .Environment(environment) .Token(token) .Store(tokenStore)
Choice Matrix in Zoho CRM
Hello, I would like to know if it is possible to create a matrix of choice within a layout in Zoho CRM, the same can be created in Zoho Forms. I want to integrate the CRM module with a form.
Automating exporting and importing data into Zoho CRM
Hello everyone, I hope you are all having a nice week. i am new to zoho and i hope this question is placed in the correct section. If not then i am sorry. I have several questions and if i can take a bit of your time i would be very thankful :) 1st here
Internal server error
Hi, I was using php sdk to create some records in sandbox CRM, but I got the "Internal Server Error". Zoho API reponse returned 500. Here's the snapshot with more data debugger This SDK has always worked for me, but today I keep getting this error. Do
Using Zapier to create Quotes from Zoho CRM
Hello all, I want to use Zapier to create quotes in Google Docs. I have managed to use Google Tags successfuly {{tags}} so I can populate variable data. The only thing I cannot solve is the creation of a table with product and prices. If the quote has
Email Templates including Meetings Merge Fields
I want to manually send reminder emails to Contacts using Email Templates that merge data from the Activities module. Zoho does not allow me to send emails from a template from the Meetings Module, even though it allows me to create email templates from the Meetings module. Any suggestions? Thanks! Example of email template that won't work: ${Contacts.First Name} I still need you to complete your INTAKE FORM prior to your consultation with our office. As a reminder, your appointment with our office
Maximize Your Potential as a Sales Representative With Zoho CRM
Most of the sales representatives are not so fond of using a CRM solution. The reason behind this is that the sales representatives enter the data manually and spend multiple hours making reports. They also claim that CRM is not so user-friendly. The
Zoho Sheet View Not Updating back to Zoho CRM
I'm trying to clean up our database some and "sync" some information between Zoho and our ERP system manually (no API's currently being used). When I save the sheet and then refresh Zoho CRM none of the changes are coming over. I've waited as long as
Subform Layout Changed?
Hi We have a subform in one of out Potential layouts. in december everything was fine, now that we have come back since last week, when a user edits all the columns no longer show and you have to scroll (see capture) - it is like the layout of the page
Oops, ther e seems to be a problem
Unfortunately I have just encountered another error that says nothing about what's going on. Trying to Update schedule and all I get is "Oops! There seems to be a problem. Please try again later." Workflow link id: 72390000000021001 cfs Id: 3253392000002321013
CRM is not saving my workshop
CRM is connected to our website, this means that when I create a workshop, and set it to active it automatically appears on the website. However, for some reason this process is not working. I was wondering if anyone could tell me how to fix this.
I want to see contact photos (if available) in reports and views
I want to see contact photos where ever possible in ZohoCRM
Adding Link or Hyperlink in GDPR Consent E-Mail
Hi, we've enabled GDPR conformity in our CRM module and written our own personalised consent email. In this consent email, we want to provide a link where users can request to have their data deleted. This is required according to the opinion of our lawyer.
Zoho CRM Changing "From" Address of Email notifications to users in the CRM
This is something that the current guides for are outdated, from the look of it. Guides like this tell you a certain way of doing it, but the "From" address field is no longer there: https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/set-email-notifications
Assign Tasks to Named Users in the Deals Module
We usually have more than one person working on deals collaboratively, to associate the users with the deal we have added several User fields in the Layout for the deals module. When creating workflows you don't have the ability to assign tasks to the
Focus Group webinar: Integrating Zoho Desk with Zoho CRM
Seeing that a lot of our users use Zoho CRM hand in hand with other services to collectively run their business, we're introducing a new sector in our focus group webinar series, discussing useful Zoho CRM integrations to streamline your business operations.
Conditional Layouts within a Template
Currently we have two quote templates. Show discount column (for when we apply a line item discount) Do not show discount column (default when no discount is applied) The Problem Users apply a line item discount and then often forget to switch the templates which causes confusion when the client receives the quote. (see images attached) The Solution Have a conditional layout with template. The we could just set the default template and show / hide a item table column depending if it is empty or
Meetup Snippets 05 - Zoho One setup at Jack Laurie Group
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The fifth snippet in this series taken from Indianapolis ZUG meetup April 2021, features Brian Collins, Indianapolis ZUG Leader, walking us through
email sent with Zoho crm not showing in zoho mail
When I send an email from CRM it is not present in the mail sent in Zoho Mail. This is normal? Is there any way to fix? Thanks in advance.
Email already exists. Please choose a different email id.
Please help, I am unable to re-add a specific user because when I enter there email address I am given this error: " Email already exists. Please choose a different email id." I can't find anybody else in our company with the same email address. Is
Create Custom Function: A new event, updates a date/time field in the Deals Module.
I need help using a workflow to update a custom date/time field in the Deals Module. Basically, I want to run a report that shows me the last "Appointment Date" for a Deal. To do that, I need a new event to populate the "From" date in the Appointment
Nouveau Commercial, droits d'acces
Bonjour, On a recruté un commercial et je voudrais lui donner accès à nos clients, ce qui est possible en lui donnant le statut de Directeur Général parmi les rôles que l'on peut assigner, par contre dans ce cas il peut exporter la base de donnée, ce
Update Values in Specific Rows of Subform via Deluge
Been struggling with this for quite some time. I have a subform in a deal: If a row has an Expiration Date that is in the past (two rows in red), then I need to update the "Liability" values on those rows to "0". I can't figure out how to do this with
Tip#9: Group and Un-group pins in the Nearby me map functionality
Here is a tip on how you can get a glimpse of the number of clients in a particular location using the grouping option, so that you can plan your trips accordingly. We have got the option to group the records just so that it makes it easier for you
Second workflow not triggering after a schedule workflow action
Hi I have a complex business process, a deal will change owner a number of times before it ending. I change owners because there are many people involved in the process and I have to assign tasks as the deal moves forward. The problem is when I need to
Email Bounces
We would like to delete emails that were bounced due to a hard bounce (i.e., bad address, not listed in domain server, etc.) Is there anyway to distinguish between hard and soft bounces?
Zoho CRM move fields from Leads to Contacts Module using custom function
Hi Zoho Support: Could someone provide the Deluge script to: 1.) Move certain fields from a leads record to a Contacts records when I am executing a workflow. The workflow is executed when a value in a "multiselect lookup field" in the Contacts Module is changed. I would like certain data fields to move from the Leads record (in the Leads module) when it is associated to the record in the contacts module (that is, when the Contact record is edited). Please help. Thanks. John Williams
ZUG Virtual CRM Meetups across the UK - February 2022
Last year, we were beyond happy to see how the Zoho Community continued to grow, learned from, and helped each other through our virtual Zoho User Group meetups. We couldn't be prouder of our Users for taking the time out to come together and support
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