Assign price book to certain profile
Assign price book to certain profile or group. so, that when the user in specific region appear to him his assigned price book
Multi-Line Separation / Split
I am trying to figure out how to do a function to take a Multi-Line field and break it into other fields: Example Data: Data1 Data1 Data2 Data2 Data3 Data3 Field One: Data1 Field Two: Data2 Field Three: Data3
Manage color themes for all users
I know I can change the color themes of my admin account and my sales reps can change the theme colors of their own individual accounts, but is there a way for me to centrally manage color themes for all users? I want everyone to have the same color scheme
How to Link Contact Address fields to parent Account Address field.
Showing the Physical Address of the Account on the Contact record should not requires some special add on. It is a very basic requirement. It doesn’t make sense that the address fields on the Contact form cannot be linked to the Parent Account address
Set Signatures Centrally
As the over all account owner of 37 users. I want the ability to go in to each user and set their signatures from my machine. Is this possible? As at the moment it will mean me going to every machine and manually inserting the html for their signatures
testing account for CRM API
I am using the CRM API (on a client's account, not this one), to upload data to Zoho. Is there a way to create a separate testing area where I can interact with the API without touching me live data without setting up and paying for another subscription? I can't find any reference reference to a test mode for the Zoho API.
Update Part price via API
We would like to be able to update price book prices automatically with an API call to our vendor webservice. I'm not sure the correct way to do this. Can I build a custom function that uses an API call to get the price of a certain part by referencing
unable to see some modules by some users in zoho crm?
Hello we have 4 users account and 2 of them cant see some modules such as products and a new module that i create. we use the same zoho crm with same authorization for all users? what could it make difference for being invisible by some of them? Thank
ZOHO CRM and Writer Document Merage API
1. Create a Folder Inside the Zoho work drives with the same name as the Deal Name. // Create Folder //vd84hd6033df59e734a928e1808453b5036da = ParentFolder ID resvp = zoho.workdrive.createFolder(Deal_Name,"vd84hd6033df59e734a928e1808453b5036da","zohocrm");
Customizing: Contacts and/or Accounts for Family Law+
The operation is *primarily* but not exclusively business to consumer, and I need a way to create a "Case/Matter" that is, for all practical purposes, a client+project, and could be a "child neglect" Case, a "child custody" Case, or even a "breach of
Conditions in Layout Rule
Hi All, I want to set a condition where "work type" equal to certain options, then the other field becomes mandatory. However I am unable to locate the field in the new layout rule that i am setting up, but it can be found on an existing layout rule as
Zoho CRM Community Digest - March 2023
Hello Everyone! Here is a roundup of all the important discussions from the Zoho CRM Community. The highlights from this month include a few exciting announcements and many features currently in early access. Keep reading! Announcements: Zoho CRM has
Create Button with Linked Form
Hi, I have a form that I want my sales guys to fill out when on a call with a lead so want to create a button on the lead page that will take them to the form and update some fields and generate a PDF for the estimator. I have the button and form but
Notes to show in report
We use the Leads portion of Zoho. I want to be able to see the notes section when I look at a report. There does not appear to be a "column" that I can choose for notes. The report I am starting with is a Lead report. I would like it to show the Lead name, company, lead owner, notes from the lead, date of the note. Is this possible? Thank you!
Zoho crm Reminder Set in meeting
Hi team, I have code for the reminder notifications one hour before but for some of the hours, its is not working to update. Requirement : When the record is created, the reminder should automatically be set to 1 hour before the start time. here is the
Zoho Email Notification: Authenticate all email-sending domains to improve your email deliverability
Has anyone else received the email below? I'm totally confused because I already have my domain authenticated. Below are some screenshots and questions, maybe Zoho support can provide some help. For context I did already contact support over email who
Deals Module not Connecting to Contacts Module with Canvas
Below is a contact I have. As you can see under the standard ZOHO view, the Deals associated with this contact are visible in that white banded scetion Oddly - when scrolling down the contact module, the related list "Deals" appears again, but is blank
Help with adding a warning pop-up dialog box for sensitive records in our Contacts module
We have a requirement to add a “warning” in our Contacts module for certain clients who need “sensitive” handling. The solution is that a user could “check a box” to set the client to “sensitive” and then afterwards, if any user accesses the client record,
Remove image from image upload field through API call
I'm attempting to remove an image from an Image Upload field through an API call. According to the documentation it should be a PUT request to the Accounts record with the field referenced by its API name. The image should then be identified by its id
How to fetch current date in query filter of Totango Integration
Hi, Zoho Support. Good day. I have read your docs regarding COQL but I cannot find anything related to fetching the current date in COQL. Can someone please help me with this or is this even possible in Totango Integration? What I need is the correct
How do I identify records with same mail domain using API?
I want to get the count of records with email domain "@xyz.com" But using regex in search query API doesn't yield desired results I queried the records that ends with @igdtuw.ac.in , But this isn't giving any results.
Problem with appointment times showing differently in CRM and Google Calendar
We are adding events in CRM and have synced to google calendar. All events that we add show up on the google calendar correctly as Central time. However when we click on the appointment, the even shows up as Greenwich mean time instead of central.
Data Migration - Importing with Different Module Layouts
Hi, I am trying to migrate using the Setup > Data Migration utility. We have 3 different layouts that we want to import data to, however I can't work out what format we need to have the layout field in. I have tried the following which has not worked.
Date and datetime fields formatting and wrong data type issue when update or create
Hello, I'm trying to update a field in the Potentials module;update a datetime field with a date field value. But, I'm getting the error below. Code below: // get Deal records dealDetails = zoho.crm.getRecordById("Potentials",dealID); // get site survey
I deleted fields permanently and I don't know how to get them back
I was testing mapping fields on zoho crm to zoho form and I deleted a few fields permanently. The dropdown field doesn't appear anymore and others that now I can't map to Zoho forms. Please tell me how I can recover all the fields again. Thanks
Credit deduction for function calls
Good morning, As I understand, there is a limit to the number of function calls you are allowed to make in a Deluge application. So for every function call, there will be a credit deducted. Does this only apply to calling a custom function, like this:
Best way to create and email a table of filtered records?
Hey All, Not sure if anyone can help me; I'm trying to figure out the best way to email a list of records from a filtered custom list. I'm able to successfully get the records I need to display: records = zoho.crm.getRecords("House_Certification",1,200,{"cvid":289407000008968015});
How to have multiple contacts follow a lead when it is converted
Hello - We have an issue where we have several leads that belong to the same company - as we can get introduced at various levels. When the one lead is converted to an account - all the remaining leads / contacts do not convert with it. Only the 1 contact
how to add new industry
Please some one can help us adding new industry in new leads tab.
Zoho Query API return always 202 ( No Content ) when fetching data.
Hi! Im using Zoho Query API to fetch Zoho Purchase data. Recently I've been getting 204 ( No Content ) responses every time when trying to fetch "Purchase Data". Zoho Purchase : This is a custom module. Has anyone faced this issue before, and are there
Kaizen #27 - Layouts in Zoho CRM
Hello everyone! Welcome back to another week of Kaizen! In this post, we will discuss the Layouts in Zoho CRM. 1. What are Layouts? Layouts allow you to organize various fields of a module into sections. They also allow you to set layout-specific properties such as mandatory, unique, default, etc, to various fields. Every module has a default layout named "Standard". You can also create your own layouts for each module. 2. Adding a new layout to a module Go to Setup > Customization > Modules and
How to move a Stage on automatically within a Blueprint?
Hi, I have a blueprint for Deals. If a Deal gets to the stage "Quality Lead", how can it be moved on automatically to a stage called "Contact Lead" after 30 days? I cant use an Automatic transition because there will be times when I still need the transition
Is it Possible to Add Another module create form within another?
I have been playing around with client scripts trying to see if it was possible. I read through all the docs and it looks like it isn't. Here's what I am looking to do: Whenever we create a contact they are ALWAYS associated with a deal. So instead needing
Send Outlook calendar INTO Zoho CRM calendar
Is there any way to synchronize the default Outlook calendar with Zoho CRM's calendar? We have new users that already have many months' worth of meetings on their Outlook calendar and they want to see them when they look at the Zoho CRM calendar. Am I
Change CSS styling of .fieldupdate-highlight class on Canvas view
We have been setting up Canvas views for users. One of the biggest issues we have is unreadable text when a field is updated. CRM refreshes the area where the update occurred and adds light colored background that makes the white text unreadable. The
Problem with Reports
Hi, I have a couple of reports for Won & Closed deals and when I add in an aggregated column it is duplicating the entry. It hasn't done this in the past, only the past 4 weeks. Is this a known bug?
Automatically mark yourself as unavailable in your CRM calendar via Google Calendar synchronization
Dear All, We have a quick enhancement related to the Google Calendar synchronization feature: Now you can automatically block your Zoho CRM calendar based on any non-sales meetings scheduled in your Google Calendar. This synchronization enables you to
Change Task Owner Using API
How can i change the task owner using c# ou node api ? I tried this: RecordOperations recordOperations = new RecordOperations(); BodyWrapper request = new BodyWrapper(); List<Com.Zoho.Crm.API.Record.Record> records = new List<Com.Zoho.Crm.API.Record.Record>();
UNdo import not visible
Zoho Enterprise In the Import History I see several last 30 days imports. BUT I cannot see: undo import Import History > Hover over an import and click "undo import". Why?
How to assign values from lookup field depending on picklist value?
Hello, I am looking for a way to do this… In the Invoices module there is a lookup field with the name "Textmodule_Introtext" that links to a custom module with the name "Textmodules". And there is also a picklist called "Subscription_Type" in the Invoices
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