How to hide create button in moduel
Hi, Is it possible that hide the create button for user. Instead of they click and pop up error.
Sipgate Phonebridge not working equally for all employees
Good day, We use the sipgate phonebridge with zoho CRM and desk in our zoho one account: One of my colleagues (Ben) is not able to use the phonebridge like other employees even though we have configured his account in the same way as the others. He has
More description about between criteria in search records
//i tryed monthStart and monthEnd format 'YYYY-MM-DD' and 'DD-MM-YYYY' let url = `/crm/v5/Attendance/search?criteria=((Attendance_Date:between:${monthStart}:${monthEnd}))`; when i try to post request to this url i get this error. I cant see any description
Errors when trying to republish a CRM command center journey
Hi everyone, Is anyone having Server errors when republishing a command center journey? I have contacted customer support a month ago for the first time and every week since then and they keep saying that they're trying to fix the error. Just wanted to
Add emails (Source: external) to company timeline
To have a 360 view on our customers we would like to see emails that have been linked to a company via an external source (Gmail extension) in the timeline of the company. Currently you have to manually check the emails and the timeline seperately to
how can I change the layout of contacts in customers
I only see name/mailadress/phonenumber in this layout I want to see more info in this overview of contacts in a customer tx best regards Sandra
how can you view bounced emails from campaigns in the crm
Is there a way to view which leads have bounced in a campaign in the crm ?
Confirm my understanding of this Report filter
Two questions: Does this filter mean? Find Deals that have at least one Stage History = Artwork/Price Quote, Deal created within the most recent 365 days and Deal Stage is Closed Won. What happens if there are more than one Stage History records for "Artwork/Price
default Outbound calls
Is there a way to make the default calls for the organisation to be Outbound in the checkbox? Currently all new calls default to Inbound and this means the sales staff have to select Outbound each time they log a new call. Thank you Peter
Client script - calling a Connection
Hi everyone, is it possible to call a Connection from inside a Client script? I know I can use ZDK.HTTP.request() but that would expose to the client any secret needed for the request. Thanks!
Lock a field based on picklist options
Hi, I have a picklist field that I want non-Admins not to be able to change to/from 3 of the options. I currently have the current code which is showing me the Alert and locking the field but still changing the selection. I'm a newbie with deluge so any
Company Rebranding / New Domain
My organization is rebranding, which means a new domain, and new email addresses for all users. Since we utilize SSO to login to Zoho One how can I update all users? Can I export, and import?
Kaizen #100 - A Special Q & A for Our 100th Post
Hello Everyone! Today marks a significant milestone – our 100th Kaizen post! We are beyond thrilled to have shared this journey with you! Your engagement, feedback, and support have been pushing us forward. Thank you! We recently asked you for your feedback
remove watermark from ZOHO Writer Mail Merge template?
remove watermark from ZOHO Writer Mail Merge template? how? i am using ZOHO CRM for small batch mail merges
Kaizen #102 - Q&A Continued
Heya! Kaizen time again, folks! Picking up the thread from our centennial post, this week we will be answering the remaining questions posted in the feedback. Q: The ability to break down each value of Multi-picklist and handle it in the same way as "Multi-select
Modify picklist options with deluge script
Hi im trying to modify a pick list option from a deluge script I want the pick list to have only one initial value. and after running the script add some others, this script should run for every record this means every record could have different elements.
Autofill an empty field based on data within the same module
Intro warning - brand new to Zoho, complete amateur at script writing but with some background in IT, trying to figure out Deluge for more efficient system operation. We're importing a large set of data from an old CRM into Zoho, including a Membership
Zoho CRM show/ hide subform
Can you provide a sample workflow/ function how when a checkbox is selected in a module, it will show the subform. If checkbox is not checked, subform will not show.
Web Developer CRM user profile (With limited admin access perhaps?)
Hi guys, Can I suggest to create a Web Developer Admin profile which can be used by web developer to have admin privileges to a Zoho CRM portal - however without being charged a full rate for an additional CRM enterprise (in my case) user. For example,
Unique Issue - Best Solution for a step by step process to update a record?
I have a unique client doing rentals. They have a 'check in' and 'check out' process. Basically based on the information in a custom module, determines what items get prepared for this person's order. There are a lot of conditional statements to show/hide
Lead conversion to custom module
I have been searching and can't find how to convert a lead to a custom module. Serious question. Zoho has been around for what seems like 10 years. How the heck is this not a supported feature? The only thing I can find is writing some custom scripts to accomplish this. Is that accurate? If so, my question stands.
How to save a list in organization variable in Zoho CRM?
I have tried to read this documentation about setting organization variable. I set this code in deluge function // create a list listVar=list(); listVar.add("Harry"); listVar.add("Charles"); // save the list to org variable valueMap = Map(); valueMap.put("apiname","myList");
Sending Zoho form link from custom function in Zoho CRM
Hello, We intend to send a Zoho form link to certain Contacts using a custom function. The Zoho Form must be pre-filled with the Deal information and contacts receiving it should be able to modify the values and upon submission, those modifications must
postUrl, getURL & 'SocketTimeoutException error
Hi all, suddenly on Thursday/Friday last week, I started to get the following error on all my calls to an external service using both the getUrl & postUrl (separate functions): Failed to execute function Time out : 'SocketTimeoutException' the service
Very Slow uploading files via API to external server - invokeurl
Hello! I developed my own function to upload the related files on a lead via API using invokeurl. If I upload a file bigger than 80 kbytes sometimes it returns a timeout and sometimes ir works. Seems to be a uploading speed problem. I have tested it using
Introducing Customization in Unsubscribe page
Hello Customers, We're excited to announce a long-awaited enhancement to the unsubscribe link feature: the ability to customize the message on the standard unsubscribe landing page and success display message. Recognizing its value, we've introduced additional
Copy value to a different module
We try to autofill a field in the contacts module named Campagne_taal_3. the information schould be coming from the field Campagne_taal in the Accounts module. Is there a script for this task? thanks in advance.
WorkDrive Extension for Zoho CRM stopped working - Problem with Reinstall
Hi Everyone, For some unknown reason my WorkDrive Extension for integrating Zoho Crm stopped working. Basically I was unable to create any folders from within the CRM related list. This problem extended to even a new lead created, so effectively the link
"Add Call Details" to ended state call? Zoho voice ZDialer to Zoho CRM
Hi I'm using Zoho voice ZDialer from the Zoho CRM to log prospect calls. Currently when calls are placed there's no 'add call details'. All we see are a plain text 'description' field or 'Followup action' in the end state call dialogue. Is there an option
Custom Button to Update a picklist field
Hi there, I'm trying to create a custom button that will update a picklist field. It's giving me the return message but not updating the field. Any idea on what's wrong? I'm currently using this code: mp = Map(); mp.put(CustomerStage,"Churned"); updateRec
Create Kanban custom view for Leads, categorized by Lead Owner
When creating a custom view in the Leads module – a Kanban view – I am trying to categorize the Leads by Lead Owner. This doesn't appear to be an option in the 'Categorize By' drop-down. I can see many of my custom fields, but not this default field.
Account module
Hi ALL! I am asking if there is any way for the users can handle with Account under different account owner or the account not be under specific owner then the all can handle it. Thanks,
Partner Resource Center
I am looking to create an area where I can give contacts or preferably entire companies access to partner resources like documents they can download (and potentially even create their own leads). I looked at POrtals but I not sure this works well so looking
Type mismatch for "get" function
Hello, I have an issue and I am kinda confused by it. I am trying to write a custom function that calculates the sum of all "Invoiced amount" fields and copies it on the related deal. When I run the function I encounter a type mismatch error: Data type
time zones of leads
Please help add time zones for each of my leads in the CRM automatically !! Thanks, Tyson
Reporting: Compare Stages
Hi, I'm struggling with a very easy task. We have three order stages. 1. Forecast, 2. Selection, 3. Ordered I need a way to be able to compare the difference in the stages at the point when all stages are set to Ordered. E.g. the forecast for an order
zoho lead conversion time
How do I update this field? Right now it display NA.
Lead Response Time
I apologize if this has been asked before, I've checkd but have not found the answer. The request is to: Please add a field to the Target module in Zoho called 'Lead Response Time'. This field needs to measure the time between a Target going to MQL and
Relay configuration issue Exception reading response
We are receiving the attached message. Please help us resolve this issue or tell me pelase what i am doing wrong
Mixing user editions
Can you mix user editions ? For example can the internal staff have the Professional Edition of CRM and have outside customers use the Free Edition, just to look at some of the data ????
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