Custom Field is not showing in API request.
I have added a custom field for the user and it's not fetching the value for the custom field. permissions are set to R&W for everyone. if you check at the below response there is no NetoID field present. { "country": "US", "role": { "name": "Access All
Find all deals with no attachments
Is it possible to find all deals with no attachments at all or less than 2 attachments? Maybe within reports or Zoho analytics? if not with this functionality, can it be built with Deluge?
Help with Custom Related Lists
Zoho CRM has a new feature called Custom Related Lists which allows you to create a new "data type" and attach it to a record. This is supported through the use of custom functions that are build using their Deluge script. However, even using a very simple example I can't get anything to show up. They have documented the existance of the Custom Related Lists and how to add them through the UI: http://www.zoho.com/crm/help/customization/related-lists.html However, they haven't done any documentation
Web form to Lead creates duplicates if contact already exist
We get leads via our web form, and sometimes they already exist as a contact. In this case, creates a new record as a lead resulting in duplicate data. It also sends the lead to be approved so it's hidden and has caused us to not respond in a timely manner if we don't see the email notification. How do I effectively get incoming leads merged with existing contacts? Thanks!
Wildcards in Zoho CRM
Is there anyway to search for a phrase, where all of the results contain the whole and not just any word in the phrase? For example, when I search for 'Dallas, PA' (no quote) it shouldn't return all records where Dallas or PA is part of the record -
Demo_Generated_On parameter of the account module is not present in the results from the API
When I use the API v2 I noticed the Demo_Generated_On parameter is missing in the results for the account module. I noticed it might be represented as another name Demo_Scheduled_On. Can you confirm if these two variables are equivalent
Sync Troubles with Desk
Hello everyone! Our company is new-ish to Zoho. We have Desk set up for support tickets for assisting our clients. We recently added CRM for communication and marketing. We set up a two-way sync between them. Only some data (accounts, contacts, etc.)
Viewing Every Zoho Desk Tickets raised by the Several Contacts Related to a Deal in Deal Module
Hi Team, I added the Zoho Desk related module in CRM and I want to see all the tickets raised by the multiple contacts belonging to a deal under a Deal Module > Zoho Desk section. I tried to add two contacts to a deal and I can see only the tickets raised
Bulk update of new field
Hi, I am adding a new field to a Supplier table called 'Supplier Active'. I'd like to update the field so that all the suppliers are showing as Active. I've created the field and all existing suppliers are showing as inactive. Can I export to a .csv file,
Work-around for inability to archive contacts who 'have left'
Hi folks, We all have customers (contacts) that leave their employeer (account). Currently, there is no way to archive these contact records so to not show up in searches. Worse, if you delete them, emails and activities associated with their activities
Onboarding Help
I tried booking the appt and there was an error, If you can, I'm available all day tomorrow and monday, and it involves the developers. Please let me know 951-395-6661 2.) I need a way to link our wordpress/woocommerce website to zoho so that it fits
How to assign user who presses button as newly created record owner
Hello, I have a Button/Function on the Opportunity module that creates a custom record called "Pro Forma". I would like for the Owner field on the newly created Pro Forma record to be the user that initiated the creation via clicking the Button. Here
Bulk write Job Status: FAILED
Hi! I am trying to update records in a custom module with the BulkWriteJob-method in the Zoho CRM Node SDK V2. I tested the method successfully with a much smaller file with 4 records to update. Then, when I try to use the method for the actual records,
Webhooks - 10 CRM Field Limitiation
The 10 field limitation for webhooks is pretty limiting. Is that true for all levels? I've added more than 10 and I don't get an error message but it doesn't seem to be functioning. Is the help documentation current that there truly is this 10 field
Notes column in Tasks module
Hi, I would like to have a column showing the last note for each tasks, how is it possible? Thanks
Import data to Quote Module
Hello, I need your help. I have to import Quotes to ma CRM. As i noticed i need 2 source filer: Quote, Quoted Items with csv. I prepared files and i have tried to import. All of my tries had finished with 0 imported records. When i mapping fields i have
Permissions Issue When Using Integration Action in Deluge
Hey! Having issues with the zoho.crm.getRelatedRecords function in Deluge. Trying to get a Zoho project ID providing a Deal ID, but I get either an oAuth scope mismatch or an error regarding the method. Seeing as it is an integration in deluge, I shouldn't
hierarchy of Accounts with divisions
There's a feature in Contacts to see a hierarchy. I want to do something like this with accounts. Any ideas on how to custom code something like this?
Formula Field for Date
My products are duration based. I am working in Quotes. I have a product that lasts 30 days, 90 days, or 365 Days i have created a duration field where the 30, 90, or 365 will go I have a Start Date field where the product start date will be entered
Limit default associations
Hi all, Newbie alert. Please be gentle :) We'd like to limit the options of "linked to". For example: By default, a call can be linked to either a lead, contact, account or other modules. We'd like to limit these links to specific module. i.e. not allow
The file will be parsed using the character set
how do I delete what has been uploaded and start again? I dont know what parsed to choose Your file has been uploaded successfully. The file will be parsed using the character set UTF-8 (Unicode)
COQL Looking for id in a List variable
Hello, I'm using a COQL query to retrieve the Deal_Name from the Deals module where it matches a particular Account Id and has 1 of 4 ids in a lookup field. I've created a list variable with the ids I'm wanting to match the lookup field to, but am failing
File conversion PDF to Image file JPG/PNG
Hi, I have a question did anyone every tried using custom function to convert a PDF file to JPG/PNG format? Any possibility by using the custom function to achieve this within zoho apps. I do know there are many third parties API provide this with cost
Zoho set up question
Following the initial set up phase I have added team members as per the online guidance. However, when the team members login for the first time the view has none of the toolbars across the top of the screen, Account, Leads etc etc.
How to copy a newly created layout in Leads to other modules?
Hello, In CRM: set up> Modules > Leads, I have created a new lay out (customised) I would like to copy this layout to the modules Potential, Account and Contacts. How can I do that? Many thanks
CRM Calendar sync to an outside source
Good morning, I'm trying to find the best way to allow an external party to access (and preferably edit) a single users calendar within Zoho CRM. I've tried a couple of methods, including setting up Zoho Calendar (adding this to Outlook shows the name
Office 365 Email via IMAP and POP - do they use OAuth 2.0?
Microsoft is getting rid of basic authentication for (OAuth) for POP and IMAP protocols. When choosing to configure Zoho CRM email with Office 365, we're only given those two options, as seen in the attached screenshot. The email configuration screen
Certain fields not shown when trying to add as a 'show fields' action in layout rule
Hi, I have a section (section 2) in a lead layout that only shows based on a pick list from an earlier section (section 1), Within section 2, I am trying to only show certain fields based on a pick list in the same section 2. However when I try to add
Could I have some users in Professional and others in Free or standard in Zoho CRM?
I have 1 sales person, other that will imput and create accounts in the moment that they buy something in our offices. and the rest of the team are just read only users. I need Customized fields. Do I need to pay to everyone the professional Edition in
Regarding Zoho CRM
Dear Team, I want to update the subform field in Zoho CRM. when I select the selected course the fee amount should auto-update. here I am attaching the code please go through it and guide me on how to rectify that
Zoho Forms + Termly consent management platform (CMP)
Hi I'm integrating Termly consent management platform (CMP) on a client website that's using Zoho Forms/CRM for every form the website has. From a GDPR point of view, do I need to block any cookies Zoho Forms may set before obtaining permission via
Get Current Exchange Rate
Hi, In the company settings im aware of the option to set the current exchange rate. Our base currency is ZAR (South African Rand). So in setting these rates I input for instance ZARUSD = 0.0804 Currency Exchange Rate Currency Inverted Exchange Rate Inverted
Zoho Consultant in Atlanta, Georgia.
I am interested in finding a Zoho CRM Developer / Consultant in Atlanta, Georgia. If you can do light development work within Zoho, please contact me. Thank you. Pete Franetovich trastos@comcast.net
Simple custom function for field validation
Hi all, I am new to Zoho CRM and Deluge. I would like to set validation rule for the filed let's call it "Emails". I would like to allow users to type in that field all characters that can appear in email addresses + comma, space is not allowed (in that
Workdrive extension no longer loading
Not sure when it started (was out of office last week) however the Zoho Workdrive extension integration is no longer loading up Workdrive within CRM to create folders automatically nor manage files within CRM. Tried uninstalling and reinstalling the extension
For medical representative ( field force)
How can i take the best use of crm , for the purpose of my salesperson ( medical representative) in the market, 1) gps location tracking 2) daily report 3) Order booking 4) tour program 5) Customer view 6) territory management 7) doctors activity
Problem with Account searching while creating Deals
Hi, Recently some of our users reported problem with creating new Deals. The used to type few first letters of the company name in the Account field and it was finding the right Account. Now some users type the whole company name and system finds no Accounts
Community Digest - October 2022
Hello, Everybody! We have seen a lot of conversations here on the forums where users go above and beyond to help others, a hallmark of a thriving community. Don't they deserve a token of appreciation? We'd like to honor those who take that extra step,
Can you restrict a Group/Profile to only see records with a specific tag
We have a specific group that we only want to see records in Deals, Leads, and Contacts that have a certain tag on them. Is this possible?
Function: Populate Field with Date of 2 weeks following another date field
Can someone please create a Function for me to populate a date field with a date that is 2 weeks after the value in another date field. (I cannot use a formula field.) Field API names are "Date1" and "Date2", both formula fields. If Date1 is populated
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