undo convert?
I mistakenly converted a lead to an account. How do I change it back to a lead?
Chart your path to Zoho CRM success: Classroom training now open in multiple US cities
Greetings from the Training and Certification team! As you turn to a new page on your calendar, it's time to look ahead to new opportunities. We're excited to present another fantastic set of trainings to wrap up this year. Our fall courses promise to
How to use Campaigns as Seasons - Fashion Business
Hi there, we are running a fashion sales business. It's common in this business to work with Seasons. We sell collections of brands to Clients (B2B) within four seasons per year. These seasons don't correlate with quarters! I was thinking to use Campaigns
Using coql with Deals module
Hi, I am getting an error: Status: error Code: INVALID_QUERY Details column_name: Pipeline Message: column given seems to be invalid Every other field in Deals module work just fine. What could be the problem here?
Idea - Zoho CRM Workflow trigger for when the number of a Record's assigned Relate List Records changes.
To explain the Idea, I will describe my issue with an example: We have two modules in Zoho CRM: Module A and Module B. Module B is a "Related List" when viewed from Module A. Essentially, multiple records from Module B can be linked to a single record
Are you my Client Script wizard?
Hi Zoho Community! <3 I hope someone can help me with a JS-problem in a Client Script. I've been spending days on this, getting no where. I've tried ChatGPT, asked around in my network, nothing - so you guys are my last resort. And the thing is: It should
Client Script Error reason
May I know what's the error of my Client script. It suddly become wrong since today... It had worked few weeks
Composite emails related list
I have transactional emails across multiple modules defined as actions in workflow rules. I also send emails directly from CRM either as mass email or individual. Such sent emails are visible as related list, e. g. inside a Contact record. Is there a
Creating an Account from Deals
Hi, I am trying to make a function that: Create a new Account from Deals. and make the contact Is_Primary_Contact Associating Record Deal with Account I am using this function. Runs well. It is just missing Associating Record. mp = Map(); mp.put("Account_Name",dealname);
Zoho User Group (ZUG) In-person meetups - APAC
Hello everyone! Our Zoho experts are visiting your city to meet you in person and help boost your organisation's productivity. Come and meet us in your own city or in your nearest city! Find our schedule below. Register for the meetup in your city now.
Company pre-defined field is not showing up in field mapping
When I convert a lead to a contact the company name is not able to be mapped to the contact. It isn't even in the field mapping list of fields. Should I delete the pre-made field and make a custom one as a work around or does anyone have a clue as to
How can I build this graphic on Zoho CRM?
Hi, let's see if anyone can help me with this, please! I would like to create a report on Zoho CRM with a graphic that shows: - Created records that meets certain criteria shown week by week - A second wave in the graphic that shows those same records,
Limiting Mass Update
Hi everyone! Is it possible to disable the "mass update" functionality on the Accounts list page, or at least limit it to a subset of fields? Thanks in advance!
Unpredictable exception comparing date fields
I have a bit of code that seems so simple in my brain, but is throwing an unpredictable exception (well, technically it is throwing and 'UnPredicable' exception lol). if(invoice.get("Payment_Date") > person.get("Last_Payment_Date") || isNull(person.get("Last_Payment_Date")) = true) { update = zoho.crm.updateRecord("People",personid,{"Last_Payment_Date":invoice.get("Payment_Date")}); } The fields exist, the API names are all correct, the comparison is definitely a date field with a date field.
Transfer data from one module to another
Hi! I'm trying to trandfer data from one field, in one module, to another field in another module. I created an automation to create a new record in the second module when the records are finished in the first module, and the data of some fields in the
Forecast territory disabling
Hello, I am using territories for forecasting and KPI's in Zoho CRM Now with the start of our new year we would like to disable 1 of the trritories as it's not a KPI anymore. How can we disable it for future forecasts without losing al the previous data
Zoho CRM Zoho Calender and task integration
Hi In Zoho crm I want to create a task and have that task booked into a group calendar. Process would be create the task from task module, assign the task to an owner complete task fields including account (I can do all of that) I now want to assign the
Why can't you import "Contact Owner" from Settings > Import?
If you go to a module, say Contacts for example, you can choose Import Contacts from the top. When doing that, it lets you assign contact owners using either the users email address or their user id number (found in the URL of their user screen). You
Kaizen #104 - Bulk Write API using PHP SDK (v5) - Part II
Welcome to another exciting week of Kaizen! This week, we will continue our discussion on Bulk Write API. In last week's post, we covered the features of Bulk Write API, and explained in detail the first two steps involved in using Bulk Write API. Today,
Account number field - Search functionality and input criteria
Hi, I am having a few issues with the default Account Number field in CRM and need help: 1) The Account Number field will not allow alpha numeric account numbers. All of our customers account numbers begin with a letter and we need to be able to enter this into CRM 2) The Account Number field is not searchable. When I search an account number it returns no result. 3) If I create a custom field for the customers account number it will allow me to make it alpha numeric but still won't return
Seeking click-to-call solution for Zoho CRM (in Chrome) when I use my Android phone and Bluetooth ear buds
Greetings, I am a solopreneur that does a lot of follow-up calls. I use Zoho CRM on my Windows 11 laptop. When making multiple calls, I like to keep my hands free as much as possible so I can update Notes etc. Up until a few months ago, I was able to
Detecting Connection timeout
Hi everyone! I'm using ZDK.Apps.CRM.Connections.invoke() to call a connection, how can I tell programmatically if there's a timeout? I've tried using try-catch but it looks like no exception is thrown...?
Zoho CRM: Timezones and Users API
Hello Everyone! As you all know, we have the provision to set a user's time zone in Zoho CRM. Currently, we are displaying all the time zones (both new and old) that add up to roughly 700 time zones. For instance, we have both (GMT 5:30) India Standard Time (Asia/Calcutta) as well as (GMT 5:30) India Standard Time (Asia/Kolkata) on the list. We are trimming down the list of time zones to around 500 valid time zones. For instance, we will have only (GMT 5:30) India Standard Time (Asia/Kolkata) on
How to make round robin pattern using Deluge?
I want to change lead owner to another user when Lead Status is updated. as far as I know, I can’t use Assignment rules if the record has already created. so I think I will use custom function (Deluge) that can be triggered in Workflow rules. but the
Workflow not triggering
Hi I've got a workflow set up to fire an email notification when the accounts submitted field is updated via an API. The workflow only seems to trigger when the date is manually changed but won't do it when the API updates the date? Any suggestions?
Whatsapp Business
HOW CAN WE NOT SEND MESSAGES TO OUR CUSTOMERS VIA WHATSAPP BUSINESS IN ZOHO?
Emails not going thru
Image below I am not getting automated emails from ZOHO CRM to a my inbox anymore. The error below I just noticed today. These emails do however go to other email accounts I have tested with. Not even sure where to begin to fix this
Is it possible to convert regular pick-list to multi-select pick list?
I have a regular drop-down pick-list and we realized that we need this info as a multi-select pick-list. I don't think there is a way to convert from one type to the other, but what is the simplest way of moving the data over? Meaning, whatever value
Issue with Receiving Email Open Notifications for Emails Sent via ZOHO CRM API
Hello, I'm a ZOHO CRM user, and I've been using ZOHO CRM along with the ZOHO CRM API and the curl command to send emails successfully. However, I'm facing an issue with receiving email open notifications. Can you please help me with this? Let me explain
Issue with Receiving Email Open Notifications for Emails Sent via ZOHO CRM API
Hello, I am a user of ZOHO CRM. I have been able to send emails using ZOHO CRM API and the curl command, but I am unable to receive email open notifications. Please assist me with this issue. I will provide a detailed description of the problem I am currently
Mass stage update
I want to update every deal i have that has a stage of X to a stage of Y. After using zoho for a while i realize i have some duplicate/unnecessary stages in the system. What is the best way to go about doing this? If i go to deals and tried to select
What is Forecast Category used for?
When editing a stage there are three options under Forecast Category and I have no idea what should be selected. The options are Pipeline, Closed and Omitted. What are the impacts of selecting either option?
Custom Function Validation - What Determines Fields in "record"
While attempting to setup a custom validator function on a field in the Accounts module I saw this bit of code entityMap = crmAPIRequest.toMap().get("record"); The only parameter passed to the function is the "crmAPIRequest", but the field I would like to access is not available in the "record" object of the parameter. There are 14 fields in the "record", but I can't seem to determine what causes a field to be in the "record" and where I might be able to change that. I don't seem to be able to adjust
How to clone Email Templates across modules in Zoho CRM.
Hello Everyone, In today's post, we are going to look at cloning of email templates, one of the most widely requested features by many of you. Let us see how to clone an Email Template across modules in Zoho CRM. Email Templates play a crucial role in creating your Email Campaigns. A lot of effort is taken to perfect your Templates from content, design, including merging of tags. The option to create a Template and clone it across other modules makes it easier when setting up campaigns. To clone
Is There An OpenAPI Specification For All ZohoCRM APIs?
I'm new to APIs. I understand that the OpenAPI / Swagger specification allows for a JSON definition package that can be imported into e.g. Azure API Management. Does such a file exist for Zoho CRM APIs?
Restrict User Access to Item Rate
Hi All, The problem I'm having is that even when selecting user permission to view items, users are still able to edit the item rate within estimates and invoices. Is there anyway to restrict this so that it can't be used as a work around discount? Any
Bulk emailing on schedule, every week.
Hello. The problem is that in Zoho CRM and Zoho Campaigns it is not possible to set up mass mailing of emails on a schedule, for example every week. It is only possible to specify a specific sending date. Is it possible for Zoho to send mass emails to
Setting multiple validation rules on a text field/date field
Let's say I have a text field where they are expected to input some kind of ID. To minimize typos, we are thinking about introducing the following validation rules: - Entry has to start with "DLM-" - Entry also has to be 15 characters long Right now it's
Flexibility to upgrade or downgrade product choices within the estimate in Zoho CRM
Hello! I'm working on creating an estimate system that allows customers to easily adjust their product choices within the estimate itself. For each item listed in the estimate, customers can see the specific product associated with it. Customers can also
Insert lead via API V2 with 'Custom Fields'
I'm trying to insert new CRM leads using API V2. The leads are created however the custom field "Notes" is not being saved. What am I doing wrong? Here is the body of my post: { "data": [ { "Company": "Zylker", "Last_Name": "Daly", "First_Name": "Paul",
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