List view : How to change info on "on mouse hover"
Hi, in list view, if I hover my mouse over "contact name" in the task module, I'll get a small popup with "email + phone number". How I can change that? (I would prefer email + cell phone) thanks
Get CRM image download URL
I am trying to get an image uploaded to a CRM module to attach to a Writer merge field. I had it working at one point, but it stopped. I have used a basic image upload field, file upload field, and the attachments section of the module. I can get the
Automatically import new leads/accounts into Zoho People from Zoho CRM
Instead of manually selecting new accounts from Zoho CRM and importing them into Zoho People please add a feature to automatically sync and add any new accounts.
How to Get Multi-User Lookup Field Value in Client Script?
Hello, In Client Script for Zoho CRM Opportunities module, I can easily get the selected values of a Single-User Lookup Field: let selectedUser = ZDK.Page.getField("Proposal_Owner").getValue(); // {id: "123", name: "Taha"} But when I do the same for a
Get user ID by providing the full name
Hi all, In my Accounts module, I have a custom field which is a picklist and consists all my Users in the instance as options. I need to create a custom function which takes the value from this custom field and change the owner of all related contacts
How to transform the timestamp from millisecond to second in the Webhook?
I'm trying to send our leads' conversion events from Zoho CRM to Meta system in order to measure our advertising channels' performance and do optimization accordingly, it can be simply done by using the workflow to trigger a webhook post action, however
Email Message says Max 32,000 Characters and the email is less than that and won't send
I have emails that are frequently not allowed to be sent because of the 32,000 character max rule. There are no way these emails are close to that. Other times emails longer than the ones being blocked are going through. I do have my signature on each email. Previously, I had a similar problem on a former account and I solved it by using an image for my signature. I have done that here and it does not solve the problem. what can I do?
Validate rule as function for the field Quote Dates
entityMap = crmAPIRequest.toMap().get("record"); date = entityMap.get("Quotes_Dates").toDate(); response = Map(); if(date <= today) { response.put('status','Failed'); response.put('message','date cannot be previous dates'); } else { response.put('status','Success');
Way of updated a locked field in CRM module through function call?
Is there a way to update a locked field for an user through a function call? I currently have a function that is being executed through a widget, which is supposed to update a field in a CRM module. When an user cannot manually update the field, the function
Scheduled Lead Creation Automation
Hello, I currently have a database of clients of which we service annually. I would like to set up an automation where a lead is created for a particular client when it has been one year since we last serviced the customer. The data is in a Google Sheets
Custom button 1 Copy 2 Update
Hello Please tell me how to make button in CRM. 1 Copy filed data. We need some filed copy and past (Clipboard) to other document , 2 We set up automation in when create or edit. But we need to click and run this function as well. Thank you
How to add options dynamically to Dropdown fields in CRM
I have a dropdown field in CRM. OnLoad with client script, I want to dynamically fill this dropdown with some values dynamically. How would i do this? The setValue() method only sets a value that already exists, but doesnt create a new one. Could I use
Sub Form Data to Main form
We have data in subform. We need to this filed date into one filed in Main form This case we need to show into main filed like FFAC922490693-1.1/FFJL200200051-1.1 Like this , Please advice how to make it. Thank you
schedular automation for every one min run
Can you clarify for the scheduler automation when the schedule is running every one min on daily basis in Zoho CRM? Any other way to schedule every one min on the daily basis in Zoho CRM using Function? Here is the ss which performs the hour basic but
Web Tabs Not Displaying Page Content
We are experimenting with Web Tabs. The first URL I tried was for Projectmanager.com. Not all pages on that site display properly in the Web Tab. Are there limitations as to what Web Tabs can display? Do I need to add modifiers to the URL? See the attached screen captures to compare.
Focus Group Webinar - Optimize business decisions with Zia in Zoho CRM (Part 2)
While Part - 1 revolved around the basic features of Zia in Zoho CRM, Part 2 aims to dive much deeper and discuss the advanced features that help optimize decision-making for your business. Zia's capabilities extend from finding the right time to make
zoho interface with http using esp32
i want to send data to zoho app using esp32
how to make a single line field contains date/time and string info?
In deal module, there are 'Created By' and 'Modified By' fields that can contain info + Date/Time like this how to create something like that? I mean, I assume I can only set a string in a Single Line field, not a Date/Time data. so how to make something
Question about API format
Hi, I am trying to write deluge to fix some bug that without Tax/Discount due to API V2.0. But it is strange that error will be pop up in some record(not all), could you please have a look for my coding?
Date time field manipulation in custom Deluge function
Hello, I'm having trouble manipulating the date-time field in a custom function. I want to do a seemingly simple thing like add minutes to a date-time value but it keeps returning unexpected results. Even basic date-time functions like getTime() don't seem to be working as expected. When I do info on the date-time field "2020-09-15T14:00:00+10:00". However, when I use getTime(24) on this it returns "00:00". Why? According to the documentation this is not meant to happen, it should return 24 hour
Power Dialer / Predictive Dialer
Is there any plan to facilitate automatic dialing to a list of leads or clients in Zoho CRM?
Converting course percentage to grade in subform
I am struggling to get this right and not sure if it is possible and what workaround there might be. I need to have my percentages converted to a letter grade in the grade awarded column in my subform. The conversion is as follows: 98 – 100% A* 96 – 97.9%
OAUTH_SCOPE_MISMATCH error when trying to use getRecords
Hi team, I'm trying to use getRecords method, but always getting OAUTH_SCOPE_MISMATCH. I tried different scopes when creating Grant token in Self Client. Here are my steps: 1. Added Self Client in https://api-console.zoho.com/ and tried the following
Kaizen #101 - Q&A Continued
Hello everyone! Welcome back to another week of Kaizen. We are grateful for all the feedback you gave us! We hope the answers in the 100th Kaizen post have been satisfactory. This week, we will answer a few more questions you had for us related to Assignment
Automation of Google Sheets Leads to Zoho CRM Lead and workflow
Hello, I have tried creating an automation from our entered leads from our Google Sheets to enter them in as Leads in Zoho CRM. I have attempted to use the Webhook URL code, create a custom function, and just use the basic app option in Zoho Flow but
Global Search > "Search within Results" Option
Quick Summary: When you use the global search it would be great to have a check box to "Search within Results"... this would allow you to quickly narrow down results. This feature is available within Quickbooks (List>Item List) Image attached Search within
Using an email button to have a customer update a custom zoho field
I would like to add a button or URL in an email that automatically updates whether a product has been received. Eg. The email will say Your product is on it's way. Please let us know that it has arrived safely by clicking here Is that possible?
How to update existing records in Zoho CRM with a daily routine?
Hello, I am having invoices in the regular "Invoices" module in Zoho CRM and I am looking for a way to retrieve the current invoice/payment status from an external account tool. So my plan was that two times a day there is an automatic routine that retrieves
Mass Update Custom Picklist
Hi Everyone, So sorry for bothering you. But I'm pretty new to Zoho. I'm wondering how for me to do mass update a custom picklist field. The field doesn't appear. For Brand Layout, it has Status field (custom) For Standard Layout, it has Lead Status field
Exchange Rate update
Hi There, We use multi-currency and update exchange rates once a month, however whenever we update a rate we have to manually edit each opportunity by changing the currency to another - save it - then change it back. Is there another way of doing this
HTML for Custom Invoice Notification Not Rendering Properly in Zoho CRM
Hello everyone, I am currently facing an issue while trying to incorporate a custom HTML code for invoice notifications within Zoho CRM. The HTML code is meant to enhance the look and feel of the email, providing a more professional and interactive experience
App Spotlight: LogixOne Operator for Zoho CRM
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho solutions. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. LogixOne LogixOne Operator is a fully featured field service management solution built
Streamline instant chat messages within Zoho CRM
If you're looking for an easier way to connect and use Telegram, WhatsApp and SMS (via Twilio) within Zoho CRM please check out: https://clearscope.solutions/zoho/zoho-market-place-plugin/logixone-chat-zoho-crm
Kaizen #9 - Handling Product Line Items in the Inventory Modules #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss handling product line items associated with the inventory modules—Quotes, Invoices, Purchase Orders, and Sales Orders. What is a product line item? On the Quote, Invoice, Purchase Order, Sales Order create or edit page, you add individual products in the Product Details section. This section also contains other details like the List Price, Quantity, Amount, Discount, and Tax. Every product and the corresponding
Apple Contacts Sync
Greetings from Brazil! Is there a way to sync Apple contacts and Zoho CRM contacts? Or, at least, a simple way you know to import all contacts very often with duplicating them? Thanks a lot!! Denis
Deletion of email attachements in crm
Just seeing if there is a work around for this problem or if others have experienced it ? We send out single email repsonses to contacts and attach a couple of documents to each email. i want to keep a record of the email going out , preferably the email itself ( no need for the attachments to be stored ) within the contacts record. It seems that the attachments count towards our storage total. It is the same attachment in hundreds of emails and pushes our storage over its limit. I have no need
Debug Info statements replace newlines with spaces
The info statements in Zoho Deluge can be helpful for debugging. However, they convert newlines to spaces before being posted. In my case, I had some old records with a field that was accidentally multi-valued. I wanted to get the last instance of the
filtering by dates
Why does the date filter doesnt work... i am trying to get customer birth dates for current months and i am not able to
How to get a picklist value and copy it to other module picklist?
Hi, I'm new in Zoho function. Could you help me with the function? I would like to get a picklist value from Account module and copy it to the same picklist in Deals module. The field is named Customer in both modules. What can be important, the picklist
Client scripts permissions for end users
Hi, I developed a client script to validate data entry. Everything is fine with my account (I am super-admin), I can manage and see the script in action. When I insert data in some fields, it correctly shows me some validation messages. On the contrary,
Next Page