The module name already exists, but it doesn't actually exist.
I try to add a new module with the name 'Hotels'. It does not allow me to add the module. It says: This module name already exists. Please enter a different name. So, I go into the Modules list and I search 'Hotels'. A module with the name Hotels does
Zoho CRM add-in for Outlook WITHOUT Office 365
Hi, Is it possible to use the Zoho CRM add-in for Outlook WITHOUT having an Office 365 account ? I try to install the add-in from my Zoho CRM account but it redirects me to Office 365 account that I don't have Thank you Cristina
Assign Lead Owner with Gravity Forms
Hello - can we assign leads through a Gravity Form to a specific salesperson/Zoho user based on the state selected in the Gravity Form?
Leads Created Date
Hi All, With a custom function how do I populate a lead record created date/time into a custom field? For new records I have created a workflow with a custom field called 'Creation Date' that auto-populates the custom field based on the execution time.
Is there a programmatic way to access field labels and datatypes via api name and vice versa
https://www.zoho.com/crm/help/api-names.html Is there a programmatic way to get field labels and datatypes with an api name (and vice versa) Or at the very least, get all the info at once so I can create a function on my own? Thank you! Best Regards,
Always get 204 when trying to get Related Record with PHP API
Hi everyone, we have the following problem. We have the following Lookup Field for the Leads: The API name for the related list is defined as "hafner_list": A test lead looks like this: When I use the PHP SDK as here: $id = "357036000000258721"; // id
ZohoCRM API Timed Out Error
I´m getting this error with Zoho API. Can anyone help me with this error?
Duplicate Leads in 2 Module
Hi All, I have an issue. We use 2 different modules, Cold Lead & prospect Leads. The challenge is that if a lead is already exist in Prospect Lead Module, a user can create another lead with the same details in cold lead module, which itself will be a
Extract IDs from Response from getRelatedRecords and return as string to map to Multiline Text Field
Hey All, SITUATION: I have a Custom Module named 'RUNS' that has a multi-lookup field for 'Deals'. When the related deals are changed, or updated, I need to have the updated Related Deals listed out into a multiline text field - either by name or by ID
Zoho CRM HTML template , impossible to use <a href="tel....
Hi Team I need to use <a href="tel:+34678567876">text bla bla</a>, but has been impossible, when i use and save, something inside zoho crm html template editr remove it, so why this? Regards, Pablo
Introducing Strategy Influencer for Forecasts in Zoho CRM
[Update | 21 Aug 2024] Strategy Influencer in Forecasts is now available for 10+ user accounts in Enterprise and Ultimate editions. Previously, it was restricted to orgs with 20+ user accounts in Enterprise and Ultimate editions. Hello all, We had earlier
Exciting enhancements to Motivator for Zoho CRM
Dear customers, Motivator for Zoho CRM is an innovative tool designed to boost your team's productivity by tracking critical business metrics and targets. We're thrilled to announce that we've made a series of enhancements to the tool to improve usability
Lead deducts from total count once converted to a Contact / Deal
Can someone explain the logic for deducting a LEAD that has been CONVERTED to A CONTACT & DEAL? If I create a dashboard for LEADS MONTHLY based on TOTAL = CREATE DATE, each lead that is converted is then deducted from the total lead count and reduced
invalid_code when trying to create access token
We only use one refresh token. when the access token is expired then we will hit the endpoint below to get a new access token but as you can see, I have invalid_code error. could you please help what went wrong in here? previously I can get the new access
Zoho Inventory workflows not firing for "deletion" triggers.
We are trying to configure a workflow that fires when a picklist or sales order is `deleted`, `created`. However, all other trigger mechanisms are working except the `deleted` event. We've verified that the webhook is correctly working but the event is
pre-defined field customization
I need to use a filter to show the Lead Owner field's values, but CRM isn't letting me do so at the moment. need to filter out lead owner values based on roles. how can I remove the Lead Owner field from my layout?
Form to request further data from Leads/Contacts
Afternoon All, We use a contact form on our website to gather basic contact details from leads, however once they are converted in to contacts we usually need to gather some more background information like full postal address, company name if appropriate,
Function that can check a field in a subform and if it is saved for a value less than a specific number it changes another field to a certain value
Hi, I have a field called Fees in a subform and I want to create a function to change another field called Rate Change Approval Status to be pending approval if the value of Fees field is changed to be less than 2 Note: all these fields are in accounts
ZDK getField doesn't work
I'm trying to get the value of a field on a canvas in a client script. It keeps returning null, though I'm sure some of the fields I've tested aren't null. Running the code below shows only getApiName to be available. The getValue method is unavailable
Funnel Analytics
I want a funnel from "Potential - Qualification" to "Invoice Paid", and show conversion from one stage to the next. Is this correct, or do I need filters for the other three stages? When I use this configuration, I see an improbable 100% conversion from
Sales Trend Dashboard
We use a heavily-customized Deals module. The default Sales Trend dashboard give by Zoho shows the two graphs below. Ours remain unpopulated presumably because we have overlooked using one or more of the Deal-level fields which create this report. What
Old lead data after being converted
Hi, I was wondering what happens to the old data when you convert a lead to a different module that isn't mapped? Is it still there somewhere? Thanks.
is there any limit on creating new rule entry on assignment rule?
Hi, in assignment rule, we can create a new rule entry like this my question is, is there any limit on how much new rule entry I can make? can I make up to 50?
How can i get oAuth Token from PHP SDK.
HI, there. i have a question. usually, i use PHP SDK to access ZOHO CRM. today i want to get records with criteria with the word 'before or 'afler' and so on. so i need to use a COQL Query by myself. May i use the access Token from SDK ? how can
Zoho User Group (ZUG) In-person meetups - India
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.
code: 'MANDATORY_NOT_FOUND', details: [Object], message: 'required field not found', status: 'error'
When i am trying to insert records in Zoho i get this error body: '{"data":[{"First_Name":"Harpal","Middle_Name":"singh","Last_Name":"Singh","Phone_Number":"7523338899","User_Email":"abc@gmail.com","Date_of_Birth":"2023-08-19","Address":"xyz","PostalCode":"120301"}],"trigger":["approval",
Strategies for developing complex CRM functions in Deluge
the logic in my custom CRM functions is getting quite complex. for advanced code I find the built in Zoho Deluge web editor limiting and I do miss a proper dev environment / IDE including local environment and unit tests. any recommendation in this area
Lynk/Synch Zoho CRM TICKETS with Zoho Desk CASES ?
Hi I started a new CRM portal in which I gave permission to users to create and edit their CASES. I also operate Zoho Desk for customer support. All this through Zoho ONE btw I activated the Zoho CRM contact synch from the Marketplace Shouldn't the cases
Error from API: "inactive user cannot access the api"
I am attempting to pull a list of users from the API. I have created an App and been through the OAuth process to get an access token. But when I call the API endpoint it returns the message: {"code":"INACTIVE_USER","details":{},"message":"inactive user
what is the scope that can give access to all API?
when trying to make a new self client, we need to add scopes like this we often make a mistake since we forget to add a scope. is there any scope that can cover all? because we use zoho CRM for ourself, we are trying to connect Zoho CRM to our own application.
Kaizen's Triumphs: Celebrating the Journey of 100 Posts!
Hello Developers, We are happy to inform you that we are approaching the 100th post in the Kaizen series! In our constant quest to provide the Zoho CRM developer community with the best support, we came up with the Kaizen series in 2019. Over the past
Edit a found set of records in CRM
Hi I imported a large group of contacts to my CRM Leads. But in my personal address book the country is written as UAE. But in CRM the dropdown for country is United Arab Emirates. I can search for the UAE records. But I'm looking for a way to bulk change
Quote/Quoted Products Function Issue
Hi, I have products on the CRM with a picklist field called Status that is set to Published, Draft or Pending Review. Products are added to quotes naturally with the subform Quoted_Items. I want to update a picklist field on the quotes module (called
CRM Canvas Tab Container - Tab Visibility based on User Role/Profile
In CRM Canvas I want to be able to hide a specific tab in the Tab Container based on the Role/Profile of the user. Ex: Administrator vs Standard user. Is this possible to do instead of making a separate Canvas per Role/Profile?
Email through CRM
I am receiving the following error when trying to email through Zoho CRM. Any help would be appreciated. Thanks
can I get converted and uncoverted leads record using one API?
Hi, In reports module, I can get converted and uncoverted leads record using filter like this can I get the same results using one Zoho CRM API / endpoint?
Create quotes and invoices - Zoho CRM and Zoho Invoice
Hi all, I am still at the beginning of the setup. 1. I have already linked Zoho CRM and Zoho Invoice. I have created the link in Zoho invoice. I have created a quote in both modules. However, the quotes are not synced with each other. I have seen that
How i can show a Window with html message? / Client Script
Hi Team I want to show a message to the user but a html table code, similar to the following source code: const winHtml = `<!DOCTYPE html> <html> <head> <title>Compración de Datos</title> </head> <body> <style type="text/css"> .tg {border-collapse:collapse;border-spacing:0;}
Kaizen #95 How is a Widget used in a Blueprint?
Hey folks!! Let's continue the discussion from Kaizen #23 and focus on exploring the concept of Widgets in Blueprints. What are Widgets? Zoho CRM's widgets are custom components that you can add to your Zoho CRM system to extend its functionality, provide
Using ZDK.HTTP.Request /First argument must be a String / Whats a Wrong?
Hi Team Here again with a little problem using ZDK.HTTP.Request, i need to make a http request from client script, my source code is the following: filtro = 'DocumentNumber eq '; filtro = filtro + '\'844989539\''; filtro = filtro + 'and DocumentType eq
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