question about meeting module to associate in diferrent modules
Hi, i wanted to ask about Meeting Module a question, when i adding a new meeting and i choose in field "Related To" the module Student i can associate the meeting to module Student and also to choose more module here is the picture - but, when i choose
How to fetch record with multi condition and sort by desc
I would like to create a serial number; the code is by year and month: [YYMMXXXX], XXXX is from 0001 to 9999. I create two fields as condition of filter, the Deluge code is: if(SerialNo == "") { CurrentYear = zoho.currentdate.getYear(); CurrentMonth =
Merge via API endpoint?
Hi Zoho team, I'm pretty sure this doesn't exist but I wanted to make sure. I'm creating a duplicate cleansing integration and need to know if there's a merge endpoint in Zoho CRM API. Looking at the docs there is nothing like this but is there any undocumented
Customize the header of a deal
Hello, Is it possible to add more fields here: I mean right next to the amount I want to display the value of 2 other fields. Thank you!
Custom view when assigning courses to the deals module
Hi Guys, i wondering if the is any possible to make a Custom view that i will see this custom view when i assign course to the deals module? We are a college of music studies, The scenario is like this - Once a Deal is created We have a new module called
Mass Email Based on Criteria - Difference Between Account Name and Account Name (Contact)
Can someone let me know what the difference is between Account Name and Account Name (Contact)?
How to Trigger Lead Workflow if no received email within N Days of Lead Create?
How to Trigger Lead Workflow if no received email within N Days of Lead Create? Is there any way to do this without hand-coding it?
Convert button for Custom modules
Hi there. I'm in the process of setting up our CRM from scratch and redesigning all of the modules. Currently I'm working on the front end and 3 modules in particular - Leads (CustomModule1) Customers (Renamed from Accounts) Contacts (CustomModule2) Initial
Host your web and mobile apps of Zoho CRM in Catalyst
Hello everyone! We are happy to inform you that the web and mobile applications you build on top of Zoho CRM can now be hosted on the robust microservice framework platform, Catalyst. Our help documents give you an understanding of building and hosting
Reference or Disable the cancel button in editing
Hello, I'm having an issue. I created a button with the function to switch from one module to another, and when this action is completed, it opens the record in edit mode with the information already filled in. However, when I click on the cancel button,
can help me ?
Failed to save the function Variable 'LeadsID' is not defined___ module = zoho.crm.getRecordById("Leads", input.LeadsID.toLong()); createMap = map(); createMap.put("Name", ifnull(module.get("Name"),"")); createMap.put("Owner", ifnull(module.get("Owner"),"").get("id"));
Possible to Mass Update "Related to" Field in Events?
It appears that you can do some mass updates in Events, such as Location, Date, etc., but the Related To field is not one of them. Am I missing something or is this truly not possible? If it isn't possible, I recommend that it should be as it would make
Possibility to deactivate stock in product
Hello, is it possible to desacticate the stock for all products in order to not have notification in quotes for instances (low stock etc) in workaround in can mass update stock field with high number (9999999) but I will prefer to deactivate Thanks for
Download attachments in contacts notes section in CRM with API
Hi team, I am trying to download attachments stored in my CRM contacts notes section with the API. I am able to identify the attachment_id for a contact in the notes section by using: {api-domain}/crm/{version}/{module_api_name}/{record_id}/Notes and
Report: avg time to visit each lead
We are on zoho one. our sales team visits leads using the ZohoCRM app. They track their hours using the zoho books timer. So the results in zoho books look like this: -total hours worked: 8 In ZohoCRM we have a custom date/time field in each lead record
How to maintain fields in Leads and Deals without edit both modules when something changes?
We change fields in the leads module all the time and we have the problem, that we have to add one field in two modules, everytime we add something in the leads module. How can we prevent that from happening? That is not only time consuming but also error
Changing "City" standard field from Single Line to Pick List
Is there a way to change the "City" standard field from a single line to a Pick List. For example, I have a list of Cities that I want my staff to pick from, instead of entering the infomation manually. So Pick List would be the most appropriate to do
How to use Multi Select Field in formulas
Hi, In my deals module I have a multi select field called products. It contains Product 1 , Product 2 , Product 3 I am trying to create a formula field to check if "product 1" is selected . May I know in zoho crm which formula do i use? I have tried Contains
How to connect Shopify with CRM (please describe step by step)
I want to Connect Shopify website to ZOHO CRM so that when a customer fill up a form from Shopify website then a contact will be created automatically in ZOHO CRM
Update date/time field with current time on page load.
Is it possible to auto-update a date/time field with the current date when a page is loaded, using a client script? The reason for my question is that I want to calculate the number of hours that have passed since the last modification of the record.
Leads, Potentials, Contacts, Accounts - Best Practices?
I'm wondering how people are using Zoho CRM to manage their Leads, Contacts, and Accounts. Here is the approach that seems logical to me (below), but Zoho CRM doesn't seem to be built for this process. Leads - I add all names of any new people that I
How to Get Global picklist (Global Set) values from API V5
I am working on a project and I need to validate values before updating accounts in zoho CRM. For regular picklists I am able to obtain the values using the fields API but for the fields that are using global sets I still get the original values from
How to send mass email using Deals module + contact data
Hi. we are using our deals module for recording which client has a membership with us. So most of the info are in the contact module but the "membership status" is in the deals module. If I want to send an email to all our paying customers (which I can
Pricebook pricing for Products
How do you export a report/list of pricebook pricing for products? I have tried to figure this out in both the CRM and Analytics. We have special pricing for certain customers and need to print a list with our products and the pricebook pricing, not MSRP
long decimal in dashboard report
My summary sale order dashboard had long decimal how can i fix it
User access restrictions - want users to only see their assigned leads
Is it possible to set up user access so that a user can only see his/her own assigned leads and not all leads. If so how is this done and what edition is this available in?
Resend mass email to lead who are in "Sent" status
Hello, I've send a mass email to 50 leads belonging to a custom view. Then I created a custom report and I've seen 18 leads didn't open the email. As I'd like to send them a last reminder using mass email, how can I filter the leads based on email subject
Creating a request for authorization token in code
Hello, I am trying to create a request in my application code to get the authorization code from Zoho CRM. I have tried to register my application with client-based, server-based and self client as well. But I am unable to grab the authorization code
Help! Trying to update Account Module via website in Javascript, and its creating a new entry
Hi there, We are using Javascript on our website and trying to update a record in the Account module when someone updates their business details. Our code is as follows: const updateZohoAccountForClientUser = tryCatchWrapper( async (userId: string) =>
connecting leads with existing companies via email domain
new leads come with"aaa@test.com" then already have some account with "@test.com" Can we add automatically to add contact with relate "@test.com" account? We can add any filed ""@test.com" in account module Thank you
Loop through list backwards
Hi there. Is there any way to loop through a deluge list backwards?? Regards Jo
Maximising lead magnets, minimising barriers to access them
Good morning, We are about to launch a tool on our website (WordPress), which is essentially a flow of Yes/No questions to lead to a guide / answer. We would like to make the tool free to use, but use it as a lead magnet. The idea is that they will go
Referencing same subtable multiple times on inventory templates
I’d like to propose that the restriction on referencing a subtable multiple times on an inventory template is lifted. When we build a quote, we usually input some rather lengthy notes in the product description fields. This text doesn’t fit well within
Date/Time format error problem solved
lms_res = zoho.crm.getRecordById("LMS_Enrollments",lms_id); quiz_3 = lms_res.get("quiz_3"); current_date=zoho.currenttime.toString("yyyy-MM-dd'T'HH:mm:ss"); // I was struggling with this line. In this Date/Time format current_date was invalid for the
Authentication failed when trying to use a shared mailbox as a from address CRM
When trying to set up a from address with a shared mailbox, I am getting the below error. Is there a way to use the shared mailbox without licensing?
Update contact addresses with new account address
As far as I can see, there are a few significant problems with the way account addresses and contact addresses relate. The most important is that a new address for an account does not update the address for contacts in that account. As far as I can see, when an account changes address, the only way to change the address for contacts associated with that account is to manually go into every contact and type in the new address. At very least there should be a way to manually populate contact addresses
Searching using telephone numbers
Hi, I am looking to pop a screen based on a phone number. Q1. Is there a way to search across Leads and Contacts with one query - at the moment it seems I have to issue a query for each type of entity. Q2. The datastore I am searching against has telephone numbers in seemingly free format. e.g. some entries have spaces between area code and number, others dont, some have +xx in front etc. So many of my searches fail because the of what seems to be a requirement to exact-match: https://crm.zoho.com/crm/private/xml/Contacts/searchRecords?authtoken={0}&scope=crmapi&criteria=(((Phone:{1})OR(Mobile:{2})OR(Home
URL images
I would need to get a url of an image I uploaded to Zoho to use in my app, is it possible? In this case, where do I find in Zoho CRM the images I uploaded using the api.
Blocking conversion to Sales Orders
Hi, I would like to block converting a quote to a sales order if a certain account has a certain status in the Account module. Is there a way to achieve this? Thank you.
Can I tag leads using Zoho CRM Free?
Hi! We are on the free version of Zoho CRM. Do we have the ability to tag leads while under the free version. I don't see It anywhere so I'm thinking not but wanted to double check first.
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