Custom View Designer for Meeting View
Would be awesome to be able to customize this screen We use this as one of our primary screens being an appointment driven business would be nice to customize to bring in Deals module and Related Contact data into the screen
If I have some actions in worflow rules, will it be executed in series or in parallel?
I have set some instant actions in worflow rules like this as you can see I set 'Field Updates', 'Assign Owner' and 'Functions'. so there are 3 different actions. will those 3 actiones be executed in parallel or in series? I mean will it be executed one
Gantt Chart
I created columns for job content, start time, end time, actual working time (minutes, formula) in the subform. Is there a function to create a Gantt chart from the data entered in this subform? If it doesn't exist, are there any plans to implement
Get Old Owner of zoho crm record
Hello Team Sample code:- Getrecord = invokeurl [ url: "https://www.zohoapis.com/crm/v5/Leads/"+Lead_ID+"/__timeline" type: GET connection: "zcrm" ]; if(Getrecord.get("__timeline").size() > 0) { for each rec in Getrecord.get("__timeline") { if(rec.get("field_history")
Formula in Deal Layout Based on the Current Stage
On our deals we recieved three bits of revenue: - A fee at the start - A fee in the middle - A commision at the end When cases are in 'Onboarding' the 'Total Potential Reveune' will be all three figures added together. When cases are in 'Submitted' the
Canvas is now supported in sandboxes
Hello folks, A lot of us have grown to love the freshness that Canvas injects into our standard detail pages and list views. This freshness isn't just limited to looking prettier. By building an interface around users' work, Canvas goes a long way in
CRM Custom Function
Is this possible in Zoho CRM Lead Record --> Click Custom Button --> Custom Function --> Fill Out Custom Field --> Press Save --> Function Completes
Update campaign member status
I'm trying to find a way to automatically update Zoho campaign member status. Here's the scenario: I use Campaign Monitor to send emails. I connect Campaign Monitor to Zoho using Zapier. When someone opens an email in Campaign Monitor, I want to change
Whatsapp Mass Messaging
Hi, please can someone advise on the best and free or cheapest way to send a large amount of Whatsapp messages through Zoho CRM.
Search Data from Company Module and Display in the Details View
I have created a field in the company module called "Parent Company". Now I want to display all the companies that have the parent company mentioned- in the details of the parent company. For Example: I have mentioned Company A and B both have value of
Zoho CRM Community Digest - August 2023
Hello everyone! August slipped away into a moment in time, so let's take a moment to catch up on all the interesting discussions and exciting announcements that unfolded in the Zoho CRM Community during this past month. We have a few product updates and
Showing Variale Not Defined
I Have Two Modules One Is Vendor And Another Is Vendor Reservations. So I Want That When I Add Reservations In Vendor Reservations And Select Vendor It Should Automatically Fetch Vendor address details automatically from vendors. i wrote following code
Hebrew characters imported from a CSV file are not displayed right
I have imported a CSV file with fields containing a mixture of English and Hebrew characters. The English is displayed fine while the Hebrew characters are replaced by funny black squares with a question mark at the center. The character coding is Unicode 8 as is my browser font settings. Does anyone have an idea? I suspect that there is no easy fix for this one.
Zoho CRM Client script: how to load an external field from Create Page onSave event?
Hi everyone, I need to keep Zoho's accounts synchronized with our internal ERP, so as a first step I'm writing a Client Script for the Account-Create-onSave event. (I have to use a Client Script because the ERP may reject Zoho's submission because of
Finance Once-Off Reducing Facility Tool for CRM
Good day, We are a financial services company and are in the process of re-designing our CRM. We want to include a function to monitor and manage active facilities with an automatic drawdown option. i.e. A client is approved for 5 assets at a facility
Auto Update Deal Name on Create/Edit
Just coming over from Zoho from Salesforce and don't have experience with Deluge. I can't quite figure out how to write this custom function, which I know should be easy. I want the Deal Name upon edit or creation to be updated to: Account Name - ProductInterest
How to set assignment rule when creating record using API?
I have tried to find the answer, but the answer from Similar Question is no longer relevant since I can't find the larid So, we are trying to create a lead using API, using this endpoint https://www.zohoapis.com/crm/v5/Leads in Zoho CRM console, I already
Custom Connection to Xero
Has anyone been able to get a custom connect to Xero working? I've written code to manage the OATH2 connection which works fine, but it would be easier to use a connection. The problem is when authenticating Xero gives me an error of invalid uri. I have
Detect success or failure of script execution when pressing a transition
Hi team I need to know the following, I have a transition button on blueprint, where in the after section I must assign a function, at the time of its execution, the function must indicate the success or failure of its execution, in the case of success
what is the limit of deluge custom function in worflow rules call per day in Zoho CRM ?
In the Zoho CRM, developer space , I have some functions written using Deluge like this and then I associate the function to workflow rules like this currently we have 10 user licenses in Zoho CRM Enterprise plan. so what is the limitation for custom
Zoho CRM is very slow now
Hi, Somebody have same issue? can support team help with me.
Zoho App for Tablets
Hi, there. It seems that Zoho version for Android has been designed for phones and not for tablets. Our Sales team has changed to use Android tablets and we need to find a viable solution. We can use Zoho thru the Android browser or Chrome but the plugins
Function-20: Create Events automatically on specific days of the week
Welcome back everyone! Last week, we learnt how to add leads to campaign records at the click of a button. This week, let's look at a custom function that helps you create events automatically on specific days of the week. Business scenario: Customer visits are an integral part of most sales processes. Apart from aiding you close sales efficiently, meeting with customers help maintain an ongoing business relationship, a critical component in customer retention. The Event records in the Activities
Custom button that creates a task
Hello, Is there any way to create a custom button on the deals module that creates a task? I would like the button to open a pop-up and the deal owner to fill in the details about the task (due date, task owner etc) Thanks, Have a great day! :)
Our user can't see 'Close Task' button
I am as a Zoho CRM Super Admin can see the 'Close Task' button in Task module like this but unfortunately the user (Sales) can't see that button I think I have given the correct permission, the 'Sales' can view, create and edit so could you please help
Workflow to change Account type based on order activity
Hi there, I need some help with automations. We have three account types (Prospect, Lead, Account) in the accounts module as a pick list. I would like to set the account type partly based on order activity. 1. when an account has placed an order the type
Zoho CRM is very slow now
Hi , Somebody have same issue? is there any support help with me.
Kaizen #103 - Bulk Write API using PHP SDK (v5) - Part I
Hi everyone and welcome to another amazing Kaizen week! This week, we will discuss and explore Bulk Write API in detail, and how to implement the same using Zoho CRM PHP SDK. Please note that the information in the article holds true for Zoho CRM PHP
Unable to Send Emails from ZOHO CRM - Error Message and Troubleshooting
Hello, I am a user of ZOHO CRM, and I've been trying to send emails from ZOHO CRM for the past two days without success. The error message I am receiving is as shown in the screenshot below. I have performed the following checks to investigate the issue:
Leads Scoring
Dear Zoho CRM Support Team, I hope this message finds you well. I am writing to report an issue I have encountered with the lead scoring functionality in Zoho CRM. Specifically, I am unable to add decimal points to lead scoring, and I am also unable to
Sandbox
Hello, Would you please implement a way to import data from CSV into the sandbox? Currently, when I go to import in the sandbox, the display is different from the production environment. I can import the test data prepared by Zoho and the data from the
Send email when a new contact is added to a campaign
I want to attach a custom Deluge function to an event triggered by adding a new item to a related list. the specific use case is that I want a certain custom action / workflow to be invoked when a contact is added to contacts related list in the campaigns
API Running for one user and not for other
Hello, I created a WordPress plugin using the PHP SDK provided by Zoho, and everything works fine with my account. However, when I change the details like Client ID, Client Secret, refresh token, and User Email, the plugin stops working. I checked my
Zoho CRM keyboard shortcuts
Does Zoho CRM have any keyboard short cuts?
IMAP Not Working Consistently
I have an IMAP configuration with our users' Outlook email. While it's working properly and the sync is updated, it is inconsistent in the emails displayed in the record. Some emails appear and others don't. What might be causing this?
IMAP Configuration - filter by customers with no email activity
As part of purging old customer contacts, we want to run a report that shows customers that have no inbound or outbound emails through our IMAP configuration with Outlook. How would I run such a report?
How to send Email with attachment by deluge
Hi, Could you please share a deluge sample that send Email with attachment? the attachment source can be from Inventory Template(Better) or from record attachment. Appreciate. Thanks
Message section in Lead Overview doesn't Load
Hello, I have a problem with the message module in CRM. I have an integration with WhatsApp and since yesterday, in the Lead Overview doesn't load messages. As you can see in the picture, the section keep in loading.
Create Zoho CRM Quotes Using Zoho CRM API but Tax and Aggregate Field Not working.
Hello Team, I have wrote a deluge script to create the record in Quotes and update the same quotes, all things are working fine but line Item Tax value is coming more then 2 value after point, like 2.0002, 2.0036 I am also sharing the Deluge code, Please
Help Setting Up Contact Types Based on Webpage
Hi everyone, I'm new to Zoho CRM and could use some guidance on how to set up my contact types based on the webpage my visitors are using. I run a dog walking business and have created two weblead forms, one for potential dog walkers and one for dog owners
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