Z CRM - Contact list page Load forever, only for one user!
Hi, one of our user has a problem. When she click on the top menu "Contact" to view the list of the contacts, this page doesn't load. All the other module are working fine. The page try to load, but never load. It's like she does not have the right to
Edit document before sending with "send with Zoho Sign" Button
I often need to make minor changes to a contract on a per-deal basis. I would like to start a "Send for Zoho Sign" process for a given deal by using a pre-populated mail merge template, but make changes before sending it. Is there a way to do as I've
Need Help with Lead and Note import
Summary: I can't get the Notes import by parent entity ID to sync up with the parent Lead. Details: I am migrating data from an MS Access database that we use as a CRM currently. I want to import our Leads and their call log history. I was putting the
Post to custom function with REST API
I want to call a custom function in CRM from books via REST API with Api key. However my POST parameters are ignored. If I set parameters as GET, parameters are avaialbe, but I have large parameter values and get the error 'Request-URI Too Large'. Is
Is possible a record to transfer for blueprint A to blueprint B?
Hello people By implementation, I have two blueprints called A and B, the point is that if a user wants a record that is in blueprint A, to pass it to blueprint B, is there some kind of trick or programming to achieve that goal? Thanks in advance for
18-26 seconds to Open a a Deal or Lead in ZohoCRM. Is this Normal?
I'm curious how long it takes others in the community to open a "Deal" or a "Lead" and have the page load fully? When opening the details of a Deal or a Lead, it takes anywhere between 18-26 seconds to open, and about the same after pressing "Edit". My
Sum of various formula-fields
Hello there, Im currently creating a new page layout for a CRM-module which has been set up. In my layout I used several formula-fields, which I would like to sum up at the end of the page-layout to receive a final score. Each formula-field refers to
Pushing leads from CRM to Campaigns when certain criteria are met
I want to be able to enter a lead into the CRM, and - if the lead source is something specific - to push it into a list in Campaigns so that it runs the workflow associated with that list. Can't quite figure out how to do this.
Update Field in Contact Details
Is adding / setting a job in contact details obtainable? I have been running around loop's around setting a custom field created in Zoho CRM Contact Details. The field is called "Field Jobs" field jobs is assigning the "Job" in the Jobs area to the contact
Can we add HTML tags in Zoho CRM using API
I have a query that I need to store user formatted profile at Zoho CRM, can I store html tags like <p> <strong> and I am pushing the data on Zoho using Zoho CRM API
Simple Function Help Needed for vCRM
I have a vCRM with a module called Time_Entries I have a field (called Actual_Time) that uses a formula to capture the date/time the record was created. I want to use workflows based on this information but, zoho does not allow this functionality for
Map within a map - backslash (\) issue
I have a map and as one of the key values, it holds another map. When I pass this via an invokeUrl, it passes: {"normalField1":3,"normalField2":"Blah Blah Blah","normalField3":69,"subMap":"{\"subMapField1\":\"value\",\"subMapField2\":null}","normalField3":"More
Adding a Comment in the Cases module using deluge
Hello, I have created a workflow and associated a function that adds a comment to the identified cases module entry. However the comment appears to be entered by the system admin user and not myself. I was told that there is an update coming on this.
How to add more than 5 tasks to a workflow?
I am new to workflow and have a process that requires more than 5 tasks. Can I do that or do I have to break it down into smaller workflows? I see all of the tasks listed in the tasks tab of workflow. However, when I click on the work flow rule and try to add another task I get a pop-up that says I can only have 5. I'm confused. Thanks Susan Landreth
Image attachment
How to send image from in php form using curl php $newaccess_token = generate_access_token(); $post = [ 'data' => [ [ "Account_Name" => "$fname", "Date_Of_Birth" => "$dob", "Gender" => "$gender", "Email" => "$email", "Mobile_No" => "$phone", "Alternate_number"
Image upload
how upload image with some data in zoho crm api using php curl
Enhancements in user management: Listing and managing subordinates
Last modified on 14/06/2023: The enhancement for listing and managing subordinates is now available for all Zoho CRM users in all DCs. Dear All, We are thrilled to introduce you to an enhanced user management flow in Zoho CRM which involves listing and
Can data between 2 modules be transferred if one of the fields is from a subform?
Hello, I have the following question: if I want to copy some info from a module into a field from a sbform from another module, is it possible to do so? Thanks, Adriana
Zoho CRM Appointments how to get Appointment ID
Hello Zoho Support, I've been trying to create a Function for the Appointments Module but I get the error message: "INVALID_MODULE". I'm using the API Name: "Appointments__s", that I get from: CRM API/API names Here is the Function: AppointmentData =
How to set the focus of the cursor to a paticular field on Load
Hello, Is it possible to set the focus of the cursor to a particular field on load? Thanking anyone in advance. Alan
Merging from a multi-select lookup field
I'm trying to figure out how to merge info into an email utilizing information that comes over in the multi-select lookup field. It doesn't (as far as I can tell) show up as a supported field in the email template I've created. I can merge from a single lookup field, but not multi-select. Please tell me there is a way around this. Thank you.
Customer Loyalty module in Zoho CRM
Hi Team, We have customer loyal programs in my client business process, Is there any modules on customer loyalty or we need to customize that module, if we need to customize that means what is the prerequisites for that? Thanks in advance. Please see
Work-around for 5 Tasks Workflow Limit
As a Realtor, I'm trying to keep track of all the tasks needed between offer and closing. I currently have 23 tasks I would like to automatically assign to a Potential when the status is "Under Contract." Since Zoho limits the number of tasks per workflow
Update a Deal Stage after a Contact Update from Forms
Hello, I have a business flow I need to configure on Zoho CRM but I'm stuck. I tried workflows (partially successfully) and now I'm trying Flows for the first time (completely stuck). Maybe the experts out there can help me: Business Flow: We will send
Attach file/document during the transition of Blueprint and send them in email as an attachment
Hi Guys, I hope you are doing well. We use blueprints a lot in our organization, and honestly, it is one of the great features Zoho has. However, we are missing a few pieces in it and I am pretty sure it would be helpful to other users as well. So here
Formula Fields Not Updating After Workflow
I have a workflow that triggers a function to update a certain field. I then have a few formula fields dependent on that field. All formula fields that depend on the updated field from the workflow do not update until I refresh the page. Is this expected
How to combine values from records of a linked module?
Hello, I am having a custom module "Subscriptions". Each subscription has different invoices (module "Invoices") linked to a subscription. And each invoice has a single line field "Subscription_Issues". I want to combine all of these values from all invoices
How to export 4500 contacts?
Good afternoon, tell me, please, how can I unload Contacts and Deals. 4600 contacts and 3077 deal. Can you help me?
Best practice : when to convert lead to Deal
Hello, I'm new to Zoho and run my own business. To make sure I'm using Zoho correctly, when do I press convert, from Lead to Deal, at what stage in the conversion funnel/conversation. I want to make sure I can a) monitor status of all pending lead or
How to create an Event with a link in description using deluge
Hello guys, I am trying to create an event using deluge writing something like the below (in a mass update action) IdsList = formID.toList("|||"); m_ScheduleMeeting = Map(); m_ScheduleMeeting.put("$se_module","TLMX_Technical_Works_Form"); m_ScheduleMeeting.put("All_day",false);
Auto increment number when a task is cloned
Hello, I have the following question: is there any posibility to autoincrement a number on a field when a task is cloned, but when a task is created the same number to be 0? For exemple, let's say I have Task#1 with the field No = 0. When I create a clone
API connections for dummies
I feel really stupid asking this, but my brain doesn't seem to work properly when thinking about API connections. I have a third party app that I'm trying to connect to. I have to send credentials (API key in header, username/password in parameters) to
How to calculate dates depending on certain fields?
I am looking for a way to calculate a due date in the Invoices module depending on the value in the dropdown/select "Payment Term" (in this dropdown I have the values 30 days, 50 days and 60 days). So the thing is, I added a formula field in the Invoices
Send Facebook Facebook Lead Ads As a Recurring Email
Hi, Does anyone know how we can send all Facebook Leads collected in Zoho as an email every Monday and Friday. Regards, Jeevi
Issue with Zoho CRM Rest API - Cors Error
I have an issue with calling Zoho API from React application, Can anyone please help me with this issue. link Below I have mentioned the API endpoint and screenshot please look into it. End point - https://accounts.zoho.com/oauth/v2/token
Zoom Voice/VOIP integration
Hi- what are the chances of integrating Zoom voice service with Zoho CRM? As we already have their meetings integrated would it be possible to integrate their VOIP service as well? I know first hand their voice service since the pandemic has grown quite
I canceled my account months ago and you keep charging me
I canceled this account months ago and you have been charging me non stop. Refund my money. NOT HAPPY!
How Do I Find the Zoho CRM Attachments Related List using workflow
I'm trying to create a workflow for "whenever an attachment is added to the lead, that leads should be converted to contact of a particular account" but I'm getting all fields but not for attachment. Is it possible?
Webhooks - capture "Response" in a Custom Field
It would be very useful to be able to get the return response from a Webhook and capture/record the response within a Custom Field. The main reason I would welcome this, is that most of the time I wish to use a Webhook, I end up writing a Custom Function
How to edit the mobile view of my templates?
Hello, I have created various templates to use from Zoho, but the mobile view is completely distorting and I am not sure how to edit it, or if it is even possible. I would appreciate any help. Thank you.
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