Upload a Attachment in ZOHO crm by API
Tips of the Day We can Upload the Attachment inside the Zoho CRM in a record using API. File Type:- Any file type like (mp3,jpg,png). First Get the file and make it a file resvp = zoho.crm.getRecordById("Leads", lid); attachment_Id = resvp.get("MP3_File").getJSON("attachment_Id");
Word Template Merge Not Working
Hi from the UK, I set up a new computer yesterday and today I am unable to merge an existing Word Template, on either the new or old computer. Basically, I select the Template then select the Contact and click Merge. All that happens is a blank page is
integrating lead module with zoho desk?
Hello, I wanted to integrate all of my leads including contact and lead modules but Zoho just allows to integrate ''contact and account modules'' between Zoho desk and Zoho Crm. The majority of my customers are in the lead module. How can I solve this
Help to Copy data from CustomModule and Contact to Potentials Module
Hello, Our Challenge: We need help with the deluge script to update the Potentials Module with data from Contact when it is updated. We have a custom module ("Coaches"). It has a many-to-many relationship with Contacts. One coach will serve many contacts.
Cannot update Tag via API
I'm trying to change Tag via API, but it has no effect. I've tested my code - it can update other fields, so I suppose something is wrong with the POST body. Here is my POST body sent to /crm/private/xml/CustomModule1/updateRecords?newFormat=1&version=4&scope=crmapi&authtoken=****
SalesIQ Online Visitor not displayed in CRM
Hello, I have 2 users who are - administrator in CRM - administrator in SalesIQ The SalesIQ - CRM integration is active. For one users, the Visitor Online "widget" (I don't know how it is called") is displayed at the bottom of her CRM window (screenshot)
Extension pointers - Simple yet significant pointers #11: Testing an extension in sandbox
After developing an extension using the Zoho developer platform, developers will want to test it before publishing it and making it available to end-users/customers. The Zoho developer platform includes a sandbox testing environment, which is a simulated
Delete duplicate events in calendar from google sync?
I accidently synced my personal calendar as the primary, and then set up "unavailable blocking" for my work calendar. I corrected it, but now my zoho calendar is full of duplicate events. how can i delete all calendar events that were imported from google
Test Emails not showing up
Just created a template. Created a Test Client which goes to my GMail account. Sent 4 emails and not ONE has showed up. Worked fine a week or so ago when I tested. Worked fine this morning to a support person's personal email but he couldn't figure out
Why doesn't crm support data masking?
Getting sensitive information like personal id numbers should be masked to keep them safe from someone looking over your shoulder! I.E. you know how just about every site where you enter sensitive data has "click to show" otherwise it just shows ***
Power BI
As part of our sales process we "lock" Closed Won Potentials using the Approval Process. We're currently in the process of setting up Power BI in Zoho Analytics to call data from Zoho CRM and are seeing that Potentials are not pulling in. Would this be
Feature Request: Prefilling text fields with default values and from formulas/functions
I really wish zoho supported this. It is available in salesforce and saves some clicks vs having to run a function after a record is created/edited. For example i have zoho fill a basic template, pulling some fields from the associated account/contact/lead,
Sending email follow up automation
I would like to know if Zoho CRM can do automation on sending follow up email 1 weeks after i send quotation and how to do the set up We are sending company profile to lead manually and would like to follow up after 3 days. If we would like to do follow
API-Name change is not deployable to production.
Hi, I have a problem regarding the ZOHO-Sandbox; I was trying to change an API Name in the Sandbox environment, and after I changed the value, it wasn't listed in the change log. Therefore the change couldn't be deployed to the production environment.
Multi-currency needed in potentials, products and probably in other places too
It's great that there is certain support for multiple currencies, but it's strange for me I cannot define products in multiple currencies. We sell hours in dollars and euros. Now I have to artificially create a product in euros (base currency) and then modify the invoices manually, not logical. The same goes for potentials. Again, a potential is not necessarily in the base currency. I'm new to Zoho, there might be other places it's missing, but these were the most important ones for me.
Organizing Dashboards
Allow for the reordering of dashboards. Right now they are ordered in the order that they were create it. Simple fix for this is sorting the dashboards by there dashboard name. A second part to this is allowing for the ordering of Dashboard components.
Add merge fields in email template signature
Hello, I've created a mail template which will be used to send follow-up email to the lead we've met at a Industry fair. The leads are added to the CRM by multiple Sales rep, so each e-mails must be sent using: the lead owner email address as sender the
Mass Data Migration (Import) with current and past Users
Hi Team, I am belive I am about to face a significant problem when trasnfering data from a Zoho Creator Database into the Zoho CRM ecosystem. I have mutilpe Modules, that are all linked. I can manage that data transfer, with ID's to reference each other.
How to delete or change stage history?
Hi, I saw previous posts where people was asking about it but the answer is not clear or very old. I have the hope that could be posible now. I modified a potential wrongly and the stage history is affecting my reports. Can I delete it or modify it? Thanks in advance. Dennis
Canvas - Related list block not populating?
I have a Custom Module called Customer Onboarding, I have linked this to accounts with a lookup, however when I have created a related list block within Canvas nothing shows.
Fetch lookup field with normal field
Hey! I have a custom module for incidence. The workflow is the next: Incidence department send an email to a custom email from zoho(like this can be done the email parser). After that, it creates a module entry in "Incidences". Here everything works perfect.
How do you edit Manufacturer's in CRM
Hello- How do you edit the manufacturers in CRM? See screen shot that has preloaded manufacturers.
Fetch input value of field for validation rules function
Hello, I want to validate a field in zoho CRM to make sure that the input someone is entering in that field is less than a variable that I created in the zoho deluge function. How do I get in the deluge function editor the input that someone put into
Assigning tasks in Workflows to other users
Is there a way, without a code, to be able to schedule tasks on a workflow, or even just trigger the creation of a task, for a different user than the 'Deal Owner'? You can use similar logic for email addresses, by choosing the relevant user look up,
CRM extremely slow, crashes regardless of browser
Hello, Lately when working with the CRM i've seen that it struggles with loading times and becomes unresponsive, regardless of the browser or device i use to access it. This sometimes causes the entire browser tab to crash and freeze and the browser in
Random Number Button
Hello everyone, I am trying to create a button that will generate a random number and post the values to a formula field within Zoho CRM so I can use that random number as unique identifer rather than the Zoho CRM ID which increases sequentially. Below
How do you filter lookup fields?
so I basically subcontract services. i've created some custom modules. "Service Vendor" and "Services" I want to be able to then have a contracts modules that I built have a drop down for "vendor", then The services drop down gets filtered for the services
[Early Access] — Presenting a new and improved email parser in Zoho CRM!
====EDIT============================== Latest update: As on 20th Feb, 2023 Old Email Parser will reach end-of-life on June 1, 2023. After EOL, old email parser will not be available in your CRM account. In the spirit of preparing for this deprecation,
Enhancements to Zia for Emails: Custom intents
Dear All, We're excited to tell you about our latest enhancements to Zia for Emails: custom email intents. You can now customize your own email intent categories according to your business needs. Email is a major mode of communication for any business
Use Zoho CRM or Zoho One as an e-mail client
Hello, is there a way to use CRM or Zoho One as a sort of e-mail client? I imagine this kind of workflow: the user login to his/her CRM or Zoho One account he/she can find and read all his/her email he/she can decide what to do. For example: reply to
Account hierarchy
Is there a way to show the full hierarchy of accounts and members like in the picture below? If not, I think it could a great addition to have a better view of how companies from a big/complex structure are related.
Empty field-values in validation rule function
Hi ! I've written my first function in deluge script which acts as a validation rule of a field in crm leads. The function works but some fields are without a value, I've double checked the value exists. For example the system field entityMap.get("First_Name")
MANDATORY_NOT_FOUND error when inserting a Quote via the REST API
I am trying to create a Quote via the REST API. I have tried submitting the same data as is described in the documentation here: https://www.zoho.com/crm/developer/docs/api/v4/insert-records.html I have tried both v2 and v4 of the API. I keep getting
Filter Contacts by Account fields
Hi, How can I filter Contacts by Account fields? Example: Filter Contacts by Industry criteria. Thanks in adavance, Rui
Customizing Zoho CRM: Exploring Fields, Modules, and Workflows
Hello everyone, I'm currently exploring different CRM options for my small business, and I'm considering Zoho CRM as one of my top choices. However, I still have a few questions that I'm hoping the community can help me with. Firstly, I'm curious about
Any call+SMS (as all-in-one) extension for Zoho CRM?
I've been researching this for a few days now and still have a question: is there a single plugin that integrates both calling and SMS? I see dedicated SMS extensions with no calling and I see lots of VoIP services which people use for calling via Zoho
Why is Leads treated separately to Contacts and Companies?
We are mew to Zoho so forgive me if this is a stupid question! We are trying to understand why "Leads" is called "Leads" and this is separate to Contacts and Companies? We are used to inputting new contacts straight into the CRM system as a company but
Kaizen #73 - Portal #APIs [Part II]
Hi everyone! Welcome back to another week of Kaizen! In continuation to our previous post on Portal APIs in Zoho CRM, we will discuss more on user groups and users this week. Let us consider the case of the automobile industry. In such a case, you may
Need to trigger a workfow in Accounts module when a custom module is updated
Hi hoping someone can point me in the right direction - I have an Accounts module API (Accounts) that has various custom functions running through workflows that are triggered through create and update triggers. I also have another custom module called
Discovering Duplicate Records
Hi, Short of using Merge and De-Duplicate or running a report regularly, I am wanting the ability to be able to see if there is an existing contact record held within the CRM if the Phone number is represented elsewhere in another record within the same
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