Deletion of all records in a module
Hello everyone, what's the fastest way of deleting all records in a module? I'm currently using a function to delete records but it's taking time
Data-form to Raw Json Format
I'm trying to covert an data-form entry into a Raw Json Format in a POST API call on Postman and it's not working well. The API Instruction for data-form input: Website And it's works well when I use that data-form configuration for my API: But the problem
Brain fart on getting "id" from a module Map
contactId = 5122008000000796037; contactMap = Map(); contactId = zoho.crm.getRecordById("Contacts",contactId); mailCode = contactId.get("Legacy_Mail_Code"); camapaignMap0 = Map(); campaignMap0 = zoho.crm.searchRecords("Campaigns","(Mail_Code:equals:"
Publish reports
Hi! Is it possible to publish the reports generated in the Analytics module on https website? I understand that zoho offers the option. If so, do you have the option to update that data from time to time?
Any advice for how to store product / service details by account?
Currently, we can add products to accounts, but what I can't figure out how to do is to add a start date, cancel date, price and other misc data specific to the account. When we demo'd the product, I assumed the products on an account record would allow
Email Workflows within CRM
Hi First we dont want to do this via Campaigns I need to create a workflow based off a sign up date and a status field within a contact record heres what we need 1.as soon as a certain status field is selected send an email to the customer 2.when a
How to change my "Title"
In setting up my CRM Account it lists me as thre Adminstrator which is fine however the next field over lists me as "CEO" for which I am not -- how do I change this.
How to write right search criteria for Zoho API to get all accounts which are customers?
Dear all, I have a problem, I'm getting only 200 accounts that lead, I need to search for Customers and Sub-customers and get all of them. What I'm doing wrong? How can I fix it? Thank you in advance! Best regards, Vladimir My code is below:
How to execute a CRM custom function OnSave a product? I got this already
What I'm looking for is trying to fill the Unit Price field with the value of the Price 1 field converted to CAD on my ClientScript side I got this product_ID = $Page.record_id; var response = ZDK.Apps.CRM.Functions.execute("Product_OnSave", { "product_ID":
Fields not available for funnel
Hi! I found something using analytics. Using the analytics module, try to create a funnel to check the conversion of leads to sales. I realize that among the options to classify the information there are only some fields (I imagine they are standard),
Adding Teaminbox related list to Deals
Hello, is it possible to add the teaminbox related list to Deals? Thank you Antonio
View tasks created in Zoho CRM in "Assigned to me" section of Zoho Mail tasks
Hello, Is there a way to view tasks created in Zoho CRM in "Assigned to me" section of Zoho mail? We can now see them in "Unified view" under Zoho CRM section, but there is no filter for a person to see only his/her tasks. And instead organization-wide
CRM & Workdrive - Automatically add folder to Workdrive related list module
Hi I have installed an extension which has linked the CRM with Workdrive and generally is working perfect, exactly what was needed. https://marketplace.zoho.com/app/crm/zoho-workdrive-for-zoho-crm#overview However there is just one thing I have been trying
my enterprise trial on crm , suddenly change to crm plus how to get back my to my enterprise plan please help me.
my enterprise trial on crm , suddenly change to crm plus how to get back my to my enterprise plan please help me.
How do I use deluge to get the accounts that only I am owner of?
HI I am using the following: response = zoho.crm.searchRecords("Accounts", "(Owner:equals:SAL01-GS01-Garth Scholfield)"); info response ; In the console it returns : Info Function Excecuted Succesfully But it outputs nothing
Getting information from Zoho CRM in Zoho Sheets for each record on new row
Hi there, I am looking for a code to get the information from Zoho CRM to Zoho Sheets, but each record on a new row. The information is now merged on one cell in Zoho Sheets. I want to get the records from a list view in the sheet. The code which I
Getting invalid_code while trying to use PHP SDK v3
Hi to the team. I'm getting stuck while trying to use PHP SDK v3 and trying to apply what's written in https://github.com/zoho/zohocrm-php-sdk documentation I think I'm confused in something, but I don't know what : I'm using a Self Client access with
Stages not order correctly for specific Layout
Hi Zoho team, I have a issue where the stages in the Kanban View for our module is not ordered correctly. So right now it showed like in the image for Layout = All Layout where Application Filled is the first stage. But when I change to other Layout the first stage is Application Created and this is what we expect. How can I reorder the stages for Layout = All Layout?
Extension Pointers - Simple yet significant pointers #6: Adding and deleting developers
Adding and deleting developers in an extension To perform different functionalities with different applications, it may be necessary to create multiple extensions on the Zoho Developer platform, Sigma. You may develop an entire extension on your own,
Can I Mass Delete Duplicate Records (Accounts)
Hello, When I had imported from another CRM about a year ago, I had imported A LOT of EXACT duplicate accounts and have over 12,000 records (reason for so many duplicates was I imported my "contacts" to my accounts and I had multiple contacts per account). I see the way to "find/merge duplicate" but that is a one by one process. Is there a way to mass delete or a duplicate record look-up and then delete? Would greatly appreciate any help you could provide. Thanks, Matt
NO Conversion Mapping in SandBox
It appears as though conversion mapping is not possible int he Sandbox environment. From setup, modules, the conversion mapping item is not in the actions menu and when editing a workflow that does the conversion, clicking on the Conversion Mapping link brings up a blank white screen. I would consider this a pretty large gap in the sandbox implementation. Anyone know how to get to the conversion mapping in sandbox?
How to get a specific parameter from API output?
Dear sir/madam, Hopefully you could help me with this easy code. I am using the following code receive data from an API: xmlResp=getUrl("https://api.optimoroute.com/v1/get_scheduling_info?key=20bb316618108d4404d38797f9a6b1XXXXXXXX7&orderNo=3944070000XXX1166");
Adding links to task via API
Hello, is it possible to add links to tasks via API? I mean this: We'd like to create a task containing a list of Contacts matching certain conditions. Thank you Antonio
Facing Error "Undefined variable: enableSSLVerification in C"
When i am run latest php sdk zoho code then occure error : " Notice: Undefined variable: enableSSLVerification in C:\xampp_7.4\htdocs\27sep_Zoho_ssl\multiuser.php on line 52 Fatal error: Uncaught TypeError: Argument 1 passed to com\zoho\crm\api\SDKConfigBuilder::sslVerification()
Question about the limitation of sub form entries
Hi This may be a silly question, but Ill ask anyway. ;) Im playing about with Subforms in a custom module. I see in the support documentation that: - The maximum number of entries across all subforms on an aggregate is 200. Does this mean that there
Unable to select csv format before exporting audit log
Hi everyone, I use the export audit log function in Zoho CRM however when I do, some data (that is in Arabic in the CRM) is not showing properly in excel. I suppose this is due to the csv being exporting in the wrong format. Is there a way to select the
Suppression en masse de données dans un module
Bonjour , J'ai un module personnalisé et j'aimerais supprimer toutes les enregistrements de ce derniers Comment puis je faire ?
Auto-bcc
A option in setup that allows you to BCC all sent emails to a certain address, without having to type it in every time. Best regards, Magnus
Deals data to quote
Hi everyone! I have a doubt/situation, with which I hope you can help me. I have a field in Leads that, depending on how it is configured, can be inherited from the generated Deals. My problem is that I try to inherit the data from this field to the Quote,
Customer Support in USA
Does anyone know the hours that Customer Support is open for the West Coast of USA? Thanks in advance.
After rebuilding Sandbox, Connections->Custom Service is not editable
I have just rebuilt my sandbox with production. Production has a configured connection-custom service that is used in some integrations (webhooks - etc). I need to edit the connection in the sandbox, but it appears to not be editable. The custom service
Error in zoho php sdk "Uncaught zcrmsdk\oauth\exception\ZohoOAuthException Caused by:'client_id is mandatory' in C:"
I am facing error in php sdk in zoho. : Uncaught zcrmsdk\oauth\exception\ZohoOAuthException Caused by:'client_id is mandatory' in C:\xampp_7.4\htdocs\zcrm-php-sdk-master\vendor\zohocrm\php-sdk-archive\src\crm\utility\ZCRMConfigUtil.php(43) #0 C:\xampp_7.4\htdocs\zcrm-php-sdk-master\vendor\zohocrm\php-sdk-archive\src\crm\setup\restclient\ZCRMRestClient.php(42):
Adding 2 multiple users fields to custom module
Hello, I'm creating a custom module on CRM. I'm trying to add 2 Users field and I'd like to have both of them set to "Multiple users". Is there any limitation to this? In fact, I can't set the 2nd field to Multiple Users: Thank you Antonio
Can I use ZOHO CRM for both clients and providers at the same time?
I'm new to this forum and I'm not really familiar with the forum interface. I don't know if here it's the proper place to post this. I'm not yet a user of ZOHO. I have a Travel Agency and we are considering choosing ZOHO CRM vs other alternatives in the
Disappearing cursor in description
I've been using ZohoCRM for about a year, but I just recently got a new computer and when I began using ZohoCRM on the new computer when I try to write in the description field, the cursor disappears, so I can not backup and delete portions of the text
Query CRM database using deluge with "contains" condition - COQL API query
I am trying to find a way to query the database with a "contains" not "equals" (which can be done using zoho.crm.searchRecords) but I think a field can be searched based on "contains" using COQL Api Query. This is what I am working on but I don't have
How to integrate Shoretel Web Dialer chrome extension in zoho?
So I have this code but it doesn't work. So this code is supposed to convert numbers into dialable links for Shoretel, but it doesn't seem to work and it states that the variables are not defined like phone and country. The shoretel web dialer extension
Rollup of Invoices from Zoho Finance/Books
Hi, I am looking at taking data from Zoho Finance/Books adding them to an account within the accounts module Products purchased - and adding them via a related list Total GBP invoices paid (rolling up) everytime a new invoice is paid is this possible
A little help with zoho.crm.searchRecords syntax please!
I am trying to search Campaigns using deluge in crm. I am really frustrated that the only operators are "equals" and "starts_with".... shouldn't there be a "contains"?? Ideally this solution should be a contains search of a specific field. It's a function
How should I manage multiple mailing addresses at the Account level?
How should I manage multiple mailing addresses at the Account level? We need up to six different physical addresses associated with an Account. Should I do this as a subform or standalone module?
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