Client Script addStyle - Which CSS styles can be set?
Hello I need to restrict the image size of the image on a canvas custom record page. I have set the id of the image to TestElement1 and I can hide the element using setVisibility or change it using setImage. However, when I try to use the addStyle function
CRM Leads open in a new Tab, can this be changed?
Hi there, I am currently using Zoho CRM and when I click on a Lead Record from within a report the Lead Screen opens in a new Tab in my browser. Is there any way at all to get the Lead Screen to open in the existing Tab? I am ending up with numerous Tabs
Is there a way to mask/encrypt the URL configured for Button Actions in CRM?
Hi, I have a button configured with Invoke URL action in Leads Module. Here the URL is a public URL going with parameters from the Leads Module. Query is: 1) Is there a way to mask this URL (i.e. when we click the button is there a way to hide the address
Tag users/groups in the description tab in deals
During the process of the deal, the agent would place the information about the Deal in the description, which often needs to tag a user or group to inform any particular dynamics of the system. How feasible is this to be implemented; ie, tagging in the
Mailing list by Industry
Hello, Is it possible to create a mailing list by Industry? I have seen that it's possible to create mailing list, but it's only based on customer/ contact names, but not based on Industry. Idea would been collect mailing list with emails by certain industry.
Change Lead Status field to editable (not read only)
I have a blueprint designed to work the Leads Module. The Lead Status field within a lead's profile is currently set as Read Only, with a lock icon, not allowing for a change to the current state, as defined in the blueprint. Though the lead status
Sending form lead to people in specific order
Hi I have form online link to my CRM. I was wondering if it was possible for people to receive the form or the lead generated by the form Exemple I have people A, B and C I want the 1st lead to go to A 2nd lead to go to B 3rd lead to go to C and 4th lead
Email not showing in module and not syncing/showing emails in contact page.
1. There is not option to click on email in the modules on top and view my inbox. 2. emails being sent to the contacts in gmail is not showing in the contact page email section.
Email Merge adding all contacts to one letter?
hi We are using Accounts list to create a filtered list to mail merge and send contacts a email. Using sub-form in merge tool for contacts Full name. This account has two contacts??? I want it to produce separate letters. Private & Confidential Mr. Richard
Enhancing the Information Displayed for Contacts within Accounts
I would like to change what Information is listed in the columns below. When I view an Account and scroll down to view the multiple contacts at that Account, the below view is what I can see. If I want to see more information, such as the person's Title
Zoho CRM php SDK error
Hello, I've been getting this error with the zohocrm/php-sdk and i'm not sure how to resolve it. PHP Fatal error: Type of zcrmsdk\oauth\exception\ZohoOAuthException::$file must be string (as in class Exception) in ... ^ How would I resolve this error?
Lead Conversion - Make Company Mandatory
I do not want to have Company as a mandatory field in Leads as in our business we do not always have the company name when we get a new lead. BUT I do want company to be mandatory on conversion to contact. Does anyone know a work around for this?
Deluge Function to create a custom module is only working sporadically...
Hi I hope someone can help we have a Deluge function to create a custom module record when a Deal is created. recently this has only been working sporadically. I've also tried to recreate the function as a button to allow me to "manually" create the record
I want search which sales order line have specific product ?
Hi all, I want search which sales order line have specific product ? How can I do that via deluge?
Zoho PHP SDK issues after updating environment to PHP 8.2 - dynamic properties depreciated
In addition to "zcrmsdk\crm\exception\ZCRMException::$file must be string (as in class Exception)" addressed here: https://help.zoho.com/portal/en/community/topic/type-of-zcrmsdk-crm-exception-zcrmexception-file-must-be-string-as-in-class-exception There
How to avoid junk leads
Is there a way to bypass junk leads to zoho or can we put some secured/encrypted URL to submit the form to prevent lot of junk leads in zoho?
Zoho CRM Formula Field in Linking Module
It will be a great addition to have a formula field in the linking modules. For example I have a linking module that links Accounts and a Custom Module called Product Types. The linking module copies Revenue from Account and Minimum Budget from Product
Type of zcrmsdk\crm\exception\ZCRMException::$file must be string (as in class Exception)
Upgrading an app from PHP 7.4 to 8.1, using the same zcrm_oauthtokens.txt file and zohocrm/php-sdk-archive 2.2.1 I get the following exception Type of zcrmsdk\crm\exception\ZCRMException::$file must be string (as in class Exception) Any idea what causes
Tracking participants' availability within the Zoho CRM mobile app
Availability of people is something which is hard to find these days. Keeping track of it is altogether a different story. On the Zoho CRM mobile app, we can track the meeting invitation status of the participants within the meeting record. Before diving
Can we reflect or sync Zoho Books customer status in the CRM?
When a customer is made inactive in Zoho Books, is there a way to reflect that status in Zoho CRM? I can't find a field to sync between Books and CRM. Are there any workarounds?
Marketing attribution/ ROI
Dear community, We're now starting to figure out a way of measuring the impact of all our marketing activities against the amount of the won deals in CRM, using CRM functionalities. I know this is a difficult topic. Rough ideas would be a system of touchpoints
Generating a Report showing all Products assigned to Deals
Hi How can I generate a Report showing all Products (and their prices) assigned to Deals? For example, I need to generate a report showing all Deals in 2020; what Products were assigned to each Deal; and theprice of those Products that were assigned to
Retrieve Zoho Mail using Zoho CRM API
We have connected our Zoho Mail with Zoho CRM using IMAP configuration. Now we are able to see the emails on Contact's Email section. Is there a way to get these emails via Zoho CRM API? Similar to how we get Notes/Events for a contact. MyAccountAcc
zuid value and profile photo integration?
We want to use the profile photos of the users by getting their zuid values through the API. Although the profile photos are set to public, when we want to access the photo when the user is not logged in, it gives an empty avatar instead of the user's
Canvas Templates - Sharing user created designs to the public
It would be great if you could share your Canvas template designs with the public. I'm sure there are companies who will design templates at a premium but there are also people who would be happy to share the designs they created for free. At the very
Duplicate Application
Hey guys, I have a travel company that helps students to get their visas to their universities, I have a problem with duplicate students' reports, for example, I have student X who wants to go to a university, for example, he applied to AB university
Is it possible to use placeholders in task names?
Hi there, I have created a workflow that creates a task associated to a custom module on a field update. My question is, instead of having a fixed task name like 'Enable Provider', is it possible to create dynamic task names that take information from
Zoho CRM Navigation Menu changes
I am confused. I am starting to use ZOHO and have been adding contacts leads etc, but when i initially log in to ZOHO I can see "Documents" as an option on the Navigation bar (see below), however, when I return to ZOHO some time later the documents option
E-Mail Module in Zoho CRM not visible
Hey :) The Module "E-Mail" is not visible in Zoho CRM... What can I do to see it again?
Adding extra Address field
i own a furniture removal business and i need to add the moving from address and the moving to address. Can this be done? and how? and do i need to keep adding addresses manually into each part such as lead to quote to converted to sales to invoice
email tracking
Zoho CRM has no email tracking or individual lead notifications, which might be a problem if one-on-one, long-term engagement with specific users is integral to our business (Which of course is very important to every business) Take for example Hubspot
How split a text field with multiple deliminators
Hi we have a module called Invoice Summary, that contains records that are send and populated from an external program, the one I am interested in is a text field (called "Product_Information") in each individual Invoice Summary which is automatically
Function to email all Contacts related to Account in a single email?
I've successfully created a function that will email each Contact related to an Account (or Company as it is labeled), but am seeking help to improve the function. I would like to do it as a single email from the Account Owner where all contacts are
Trying to take an image attachment from a CRM record and display it on a Creator Page
Hi all, I'm pretty good with deluge scripting and HTML, but less familiar with invokeURL calls I seem to be able to get the attachment IDs, but not sure how to get and display the actual image in HTML. I'm located in Australia and so I think it uses accounts.zoho.com.au
ZohoCRM - Inbox view other than Salesinbox
Hello New to ZohoCRM, connected my Gsuite email, however in ZohoCRM tabs I cannot find anything like an "Inbox", so a place where it can act like a web-mail client, use that Inbox tab as main place to conduct email conversations, where similar Inbox can
Data Freezing when "Status" Field in Custom module is set to "Closed".
I need a client script code to freeze all data in a module when the "Status" picklist field is set to "Closed" and the enteries are saved, for all other users except admin.
Relate Contacts (usually Husband and Wife) with few conditions
I have been reading in the Community about single lookup field, multi select field, subform, accounts & contacts, etc... but not sure what's the best way to accomplish what I need and any suggestions are appreciated. Up until now, I was saving both users'
Ringcentral/ telephony and cRM
Sometimes the telephony pop up box will not close. Yes i know use the end call button. We have it id not working on that call. Reload nope. Close Zoho and relog in. Nope. As you can imagine this pop up open across all the apps is a pain. I tried contacting last week but their chat system was not working. I guess COVID is decimating India. Sorry. Could i ask that instead of giving answers via email or online chat it would be nice to share the solutions back on this forum or what is the point.
Linking husbands and wives
Does anyone have a solution for linking husbands and wives records who are contacts?
Decision Trees and Additional Lead Views
I use a call center who answers my incoming calls and has a decision tree they use to collect information about leads with. Question 1: Is there a function in Zoho CRM to leverage "decision trees" in the Lead Views. Question 2: I know how to create 1
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