Client Script: Catch Newly Added Subform Items onSave
Hi. I'm having problems with client script and sales orders ordered items subform. I need to check each product for a specific flag, and I would like to do it when user save a new order or after modifying an exisitng one. I can't get newer added items:
workflow update field - How can I update a field by embedding another field's data?
hey i did a workflow to update field for exemple if module X created then update field X with Y(field in the same module) how i can put the the field Y in the update field worflow? with @/# maybe?
How do I use "Group" as a criteria in a View or Report?
I want to be shown fields from records where the owners of those records are users in a particular Group, but I can't find a way to use Group as a criteria in Views or Reports. How do I do this? For example, we have a team of salespeople known as Team Green and another known as Team Blue. I have created Groups in Zoho for Team Green and Team Blue that have each of the appropriate Zoho users as members of their respective team(s). I now want to pull a report that shows me x, y and z where the records
Feature to hide records
I want to hide specific records from a module. So I want to hide some companies instead of deleting them. But they should not be visible at all, only somewhere in the background. At the moment, this is not possible. I don't want to create a view of something.
telephony integration for any self hosted pbx solutions?
Is there a cti telephony integration for any self hosted pbx solutions? I currently use freepbx, but in the future may consider looking at a multitenant solution such as 2600hz kazoo, fusionpbx, etc. I know that asterisk (and thus freepbx) used to be
geplanter Anruf (offene Aktivität) einen anderen Benutzer und neues Datum zuordnen
Das nervt so ungemein.... Wann wird es Phase II und Phase III der neuen Aktivitäten geben? In meiner ToDo-LIste befinden sich viele geplante Anrufe. Jetzt soll einer dieser geplanten Anruf von einem anderen Benutzer durchgeführt und zwar nächste Woche
Hide specific records
Hi. Is it possible to hide specific records from a module? So I want to hide some companies instead of deleting them. But they should not be visible at all, only somewhere in the background
Zoho CRM Deluge - Converting Date/Time field to format "5:30 PM" with original timezone
EDIT: This is resolved. The solution is the following: Appointment_Date_Time="2023-02-23T10:30:00-08:00" Appointment_Date_Time.toTime("yyyy-MM-dd'T'HH:mm:ss").toString("HH:mm a", "PST"); ------------- Hello! I'm trying to turn a Date/Time field (i.e.
Regarding the phenomenon that Web notifications to Teams cannot be sent
Thanks for your help. How can I post to any channel in Teams using Web Notifications in ZohoCRM workflow? I have tried the following steps but the workflow is not working with the error "Invalid Request". 1. Set up an Incoming Webhook in Teams Set up
Clearing/removing values from subform in Zoho CRM
Hello, I am using a function that copies/clones an existing invoice and sets a few new parameter. I did this and it works perfectly. I.e.: invinfo.remove("Payment_History"); invinfo.remove("Created_By"); invinfo.remove("Modified_By"); invinfo.remove("Modified_Time");
How to make single column contents fill the whole field?
I would like my task description field to be full-width. I have looked all over Zoho and only find old complaints about the single-column field not being displayed correctly. I'm assuming there has been an update since most of those threads are over 10
IMAP: unable to select "Store sent messages on the server."
I added my email account to zoho crm. I selected "Store sent messages on the server." when i set up my account and it deselected itself. I tried to edit my email settings and tried to select it, and after clicking update it just hangs forever and does
trying to make a custom import wizzard
I'm suppose the best analogy of what i'm trying to do is make a custom "import wizard" for regular data imports, probably about 10 data imports a month of anywhere from 100-1000 rows each. That i'd like to have an assistant run. I have a custom module
Tracking Commissions Received for Insurance Policies
Have been trying for several years to figure out a way to track commissions received on insurance polices in CRM. I thought I had it solved by importing Excel spreadsheet into subform. However, now in year 2 and encountered problems such that this method
Marketing Activity Tracker
I engage with prospects in multiple ways. Some of these might include sending promotional items or sending a birthday card or any number of things. There are more sales activities than just calls, meetings, or emails. There needs to be a way to create
Zoho Permissions - Edit and Delete permissions
Hey there guys, I've been working on locking down the permissions a little bit in Zoho and am having trouble figuring out how this is done. I want users to be able to edit and delete their own comments but not be able to delete other people's comments. I've already heard an instance where someone deleted a comment posted by someone else to eliminate evidence. I'd hate to have that happen again. Any tips or ideas or is this not possible. Thanks so much, -Terence
Notification emails
Hi, I suddenly stopped receiving system notification emails. In particular, task assignment notification emails do not come from the system any longer. Any idea what may have caused the sudden change? Thanks in advance
Can I trigger field updates when a counter is 1 Greater than predecessor
I'm wanting to datestamp each update to a counter Number field in an associated Date field. In making the workflow rule, I chose the counter (a Number field) that increased by 1 each time a work event occurs. My logic options are =, !=, <, <=, >, >=,
How to convert date to Month and Year string/name?
Hello, I am trying to find a way to convert a value from a date field to two separate input fields: Month Name Year Name So if the date in the date field with the name "Invoice_Date" is 31.03.2023 the values should be: Month Name: March Year Name: 2023
Automatically create deal from Contact
Hi all, I would like to write a custom function to automatically create a deal when a new contact is created in our CRM. I have found in the community forum how to do it from a new account creation but I would like to do the same from a new contact creation. Could someone help me with Deluge script? Thanks a lot ! Ganesh
Some Fields updated- TimeLine
I noticing that on some records the timeline history is showing "Some Fields updated" but on others the update values are shown with details ... and some don't show any history at all, even though updates have been made over time. How can i see what fields
Forms / CRM Integration - Lookup Fields
I am using Zoho Forms to capture referrals from 3rd parties. The form creates a new entry in a custom module. The person filling in the form is a contact that is linked to the custom module. It is imperative that they are connected. The Forms/CRM integration will allow me to populate standard fields, but won't allow me to change lookup fields. As a result, I can't capture the person referring. I thought I might be able to code something from CRM to find the form, capture the referrer email,
How can I change email sender in CRM functions?
Hi, I want to send email from a CRM function by using Deluge sendmail command. It only allows to write "zoho.loginuserid" as "from". When I changed it, I am getting this error: "Failed to save the function. Please specify a valid from email address".
How to create a custom button that filters records in list view
Hello, I am looking for a way to create a custom button in the list view (module "Invoices") that is filtering the records by specific parameters. I.e. if I click on this button there should be displayed only records/invoices that match the following
How to get values from all linked records frome the same module?
Hello, I have created a custom module "Subscriptions" and different records from the module are linked to one subscription. I want to check the values of the field "Payment status" of all linked invoices (module "Invoices") and synchronize it to the field
ZOHO CRM: Issue on sending email
Hi there I've been sending a few emails today and it's running OK. However, just now, I am having an issue - have a pop-up saying: "Sorry, there was a problem processing your request." So I waited for a few minutes and still had the same issue. Any ideas?
Anyone else having 2-4 minutes delay for new records to be searchable in Zoho CRM?
By The Grace of G-D. Hi, Anyone else having 2-4 minutes delay for new records to be searchable in Zoho CRM? If you do, please upvote. Thank you!
Importing data CSV or Other method
Hello, I want to import data, to my contacts module (to trigger a workflow on a field update). I have a csv available which has a contact email and a list of dates in chronological order. One email could have multiple dates. When uploaded, the dates will
openUrl not working
I wrote a custom function that allows a user to create a quote from a potential by checking a box on the potential record. The benefit of doing this over using the Add a Quote quick link was I could pre fill many of the Quote fields with information that was already captured in the potential. Everything works perfectly, except for one statement at the end… I would like to redirect the user to the quotes list so that they see their newly created quote - I use the openUrl function, but it doesn't
How do you add individual contributors to a file within Documents?
Some of our users need to be able to edit certain documents while others don't. Can we add individual contributors to files within the documents module of Zoho CRM? I've been trying to find how to do it, but I can't seem to find the right combination
Some UTF-8 symbols are incorrectly stored in custom module, especially emoji
This is a shared problem in creating a record in custom modules over the CRM API as well as using the built in custom related list to display the data in custom modules. (Similar to this topic by @benjamin.jentsch ) Say you have a record and want to display
Kaizen#76 - Using ZDK CRM APIs in Client Script
Welcome to another week of Kaizen! In this post, let us discuss about the ZDK CRM APIs in Client Script. Client Script provides us the flexibility to use its collection of ZDK Client APIs and ZDK CRM APIs. The ZDK CRM APIs invoke the Zoho CRM APIs. Here
New Reports Module - zCRM - Permissions Issues
(please cc to: Muthu Ganesh - Product Manager for reports, Zoho CRM) Hello, With the new Reports Module having been enabled for our company this week, we have several users with the 'Administrator' user profile who suddenly cannot access certain reports
Attach Task Owner using Zoho Functions
I'm working on a custom function, that creates a Task and attached it to the user by id (through some custom logic) planning to use that function in the workflow But have an issue attaching newly created tasks to my user, task created but attached to
Zoho CRM - mail (IMAP) integration to multiple addresses?
For the Zoho CRM IMAP integration, it looks like there is a one-to-one integration between individual user accounts and the CRM. For example, say we have two users on Zoho CRM: user1@aaa.com and user2@aaa.com. But we also have contact@aaa.com and info@aaa.com.
Zoho CRM Community Digest -Feb 2023
Hello everyone! We have some exciting news to share with you! Zoho CRM has been upgraded with new features and improved capabilities to help you better manage your customer relationships. Checkout the Early Access section for more information on these
Zoho CRM Integration With Zoho Mail
1. I want import all my existing contact from Zoho Mail to Zoho CRM Leads/Contacts. 2. After importing is done. From next time whenever i send an email from Zoho Mail, it will check that the email is in CRM or not. If not then it that it create new Lead/Contact
Feature request: custom text component in analytics panel
Hello. The Analytics module in Zoho CRM lacks a way of adding context and explanations. Panels might refer to a very specific selection of records, but the only way to explain it is in the title of the panel. When panels conform to a very standardized
Search records API returning 204
I have a record in accounts module with id 1234 and custom field custom_id 5678. when using CRM UI, I can see the account record 1234. search by custom_id 5678 works perfectly well too. all good. when using the search API for this particular record though,
App Spotlight: Zuper for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Zuper for Zoho CRM Zuper is an intelligent field service and customer engagement platform built for use with Zoho CRM. It enables organizations
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