What to do if I have more than 200 participants?
Hi! I have a Deluge-function that updates a checkbox field from false to true for every participant in a project. The problem is that the function only updates the first 200 records. What should I do to update the rest of the records?
Resolution of "Last Activity Time"?
What's the resolution of Last Activity Time? I have a report using Last Activity Time greater than date as a filter. I get multiple returns of the same result because I modified a note twice in the same minute! How do I avoid this? Can I set the
Auto populate multiple fields in Contacts from Accounts
Hi all, We're brand new to Zoho CRM, and I need to be able to copy data from an account to the contact. We need to do this because of how we want to group contacts. E.g. We send targeted emails to All contacts with a tenancy in Building A, we also use the Business Type to target contacts We have the fields in the Accounts and Contacts, and I need to push this to the Contact so that I can group on it (since I can't group contacts by an account field). From: Accounts Fields: Buildings, Business Types
searchRecords by a lookup field
Hello. I'm trying to search a record by a lookup field, but it does not seems to work. Here is the code line that doesn't works : response = zoho.crm.searchRecords("Contacts","Premier_propri_taire :equals:" + EmploID" Where "Premier_propri_taire" is a
Report download limit
Hi, I'm getting this error, can the limit be removed? Thanks Cannot ExportYou can only export a maximum of 5 reports that has more than 2000 rows, in a day. You can still export reports that has less than 2000 rows.
Blocking to Connect Any Contact's Deal to Other Contact Quote
Hello, The system allows to assign any deal which belongs to different contact person deal on quote creation page. For example, I can assign X contact's deal into Y contact's quote. I don't know mention of this process but it's not suitable for our business
Common drop-down lists
We want to use the same dependant drop-down lists (industry > submarket) in more than one module. From time to time we want to change or add to these. So far I have separate lists in accounts, potentials and cases that should have exactly the same information.
Get the logged user ID in zoho CRM (zoho.loginuserid does not work because it returns the email)
context: I made a function on the deals to create quotes based on the deal information so the user does not have to fill all the form on the quote, so you press the bottom and hula! you have a new quote and don't have to fill anything but I'm having a
Ran out of currency fields
when creating new fields I have run out of currency fields - please advise a work around
Picklist does not populate after typing initial letters
On my Contact layout I have built the tab settings to allow easy maneuvering for Users when adding a new record. Tabbing to a picklist sets the focus but when the User starts typing the initial letters for items that are ON the picklist, nothing happens.
Creative ideas for a Single Company/Multiple Addresses Picklist (or similar)?
Many of our clients are a single entity but with multiple Branch locations (e.g., Phoenix Branch; Scottsdale Branch; Sedona Branch; Tucson Branch; etc.). Zoho - at least how we are doing it - is a pain to work with because we either have to type in the
Problem with the sender name
hi, every time I sent an Email with the zoho crm workflows it appears that the domain is "noreply@zohocrm.com" how can I change this?
Create custom view where lead is untouched and creation day is yesterday
Hello, is there a way to create a Custom View showing all the untouched lead where creation day is = yesterday? Thank you Antonio
Modify Send Email button in Custom Module
Is it possible to modify the Send Email button in a Custom Module? I want it to send an email using the email field I created for the record. I get an error when I use the Send Email button that says there is no email field. Attached is screen grab with
Adding a column like Zoho Records id
Hello, I am sending zoho crm leads to another application. I need to create a column to separate records with successful URL submission and records which fail. I should be able to assign values in these input deluge commands, but I don't want it to appear
Zoho CRM API: Access Call Recordings (Ring Central) via API
Hi, We have activated Zoho CRM -- Ring Central Integration. We can listen to the call recording by Zoho CRM UI. We need download call recordings by the API. 1. Is there a way to do that? Could you please explain me as I couldn't find it in the API documentation?
Add Columns Leads
I need to know if I can add a new field in the Leads
CRM Task reminder (e-mail) not working
Hi, Since the 14th of February the daily task reminders (sent to the task owner by mail) are not working anymore. Normally when a task is due, Zoho sends an e-mail to the task owner regarding the tasks which are due today. Can someone please check if
Retain the association between a lead and a Zoho Sign Document after the lead is converted to a Contact
Hi, Whenever we convert a lead to a contact via BLUEPRINT, the Contact in 'Zoho Sign Documents' module will not be updated. I came across this link to solve the issue, however, this solution doesn't work. https://help.zoho.com/portal/en/kb/zoho-sign/solutions-guide/zoho-deluge-integration/articles/set-up-a-workflow-to-retain-the-association
How-to get line items from sales order using bulk read
Hi We are trying to download the Sales and Purchase orders with all it's line items from our CRM to do some analytics. For that purpose we are using the bulk read API https://www.zoho.com/crm/developer/docs/api/v3/bulk-read/create-job.html. Unfortunately
Match on auto-number field OR make Account ID visible as field in display
Here's the problem: I'm trying to have a unique ID for each Account that I can match on for imports. The ID needs to be visible on the display of the individual Account, and also needs to be visible on the display of any associated Contacts. I know how
multiple partial invoices against one sales order
in our business there are instances where we have to issue partial invoices against one sales order. using Zoho, how can that be achieved?
Build a workflow after a webinar subscription
Hi, I have connected zoho webinar with zoho crm, and I see that a lead is created after a webinar subscription. Is there a way to get the details from that webinar in zoho CRM, and is there a trigger to build a workflow upon. e.g. I want to create a note
API for Online Meeting Event for MS Teams
Our CRM is set up so when a new meeting is created (manually) and the "Make this an online meeting" checkbox is checked, a Zoom meeting is created and an invite sent. I am using the API CURL code in the screenshot below to also create a Zoom event programmatically.
Load a different Deal layout based on the value of a field when converting Lead to Deal
Hello, is it possible to load a different Deal layout based on the value of a field when converting a Lead to a Deal? We use Zoho CRM for a group of companies (we use a "Business Unit" field to identify the company). So, as an example, when converting
Is there a solution for having to click 'Save' twice in order to save notes.
In the last 12-18 months Zoho had a major update. Ever since we will frequently have to click 'Save' twice for a note to saved. It happens when copying and pasting into the note AND directly typing into the note. It is not consistent. It happens sometimes.
How are "Best Times to Call/Email" Calculated?
I am not seeing any real precise algorithm being used to calculate the "Best Time to Call/Best Time to Email" field (see Screenshot below). It seems to be all over the map. Can anyone explain how this is calculated? I'm needing to know this because the
Creating a process graphic from a CRM blueprint
We have developed some quite involved blueprints within the Zoho CRM and now need to communicate these to the business users as part of the rollout. Whilst the blueprint designer is a super tool for the designing it does not appear to offer a view only
Change Page Layouts for existing Records?
How can I change the page layout selection for existing records? Before this functionality was availability, my standard page layouts became a catch-all of many different fields to cover many different scenarios. Now with the ability to have a separate page layout for each scenario I can clean-up my forms. The problem I am running into, is that even if I create new page layouts I can't move existing records to the new layout. This means that I can never clean-up the standard page layout and will
Getting a user list
Hi, I'm creating a custom function in Zoho Flow and trying to iterate through all CRM users, however I continually get a response of just the current user. Executing the following returns just a single record: users = zoho.crm.getRecords("users",1,200,{"type":"AllUsers"});
Widget SDK Search Record - Pagination
I am building a CRM widget where part of the functionality is to pull the Contact record from the input Phone number. We are aware of the SearchRecord js sdk api that can be used. https://help.zwidgets.com/help/latest/ZOHO.CRM.API.html#.searchRecord However
Action Plans for Zoho CRM (alternate to Workflows)
Zoho CRM would be a 100% perfect platform for me if there was a plugin or built-in way to have 'action plans' to be able to select on-the-fly that don't require a blueprint or to be triggered by an event happening in a file. Example of what this is would
Problem with values not showing in any template
When we export to PDF or Print Preview any quote, invoice or purchase order none of the following values appear: ${Invoices.Sub Total} ${Invoices.Tax} ${Invoices.Grand Total} This is even in default templates never modified by us as purchase orders.
COQL request ignore "not like"
i used COQL for api requests $query= "select id, Name_for_1C from Invoices where ((Name_for_1C not like GoITeens) and (Date_of_receipt_of_payment > '2022-08-15'))"; $query= "select id, Name_for_1C from Invoices where ((Name_for_1C not like 'GoITeens')
Possibility to update SDK module metadata dynamically or store it in a cloud?
Hi! I'm using the Node.js SDK v2 in my web app. The web app runs in Google Cloud Run. The app fetches module data from Zoho CRM and lets the user edit the information. The problem is that when ever we update/add a field in Zoho CRM, the web app suddenly
Is it possible to have an updating Recent Note field for Notes in each modules?
I added some code through research but not sure if those codes are working anymore. I'm still learning to code too. I have attached a screenshot from where I'm referring to, to add the notes to my recent note field
Count of unique companies in Leads
We are trying to add the KPI to our Dashboard. We have multiple Leads with the same Company name and are trying to display the total number of Companies. I can not figure out how to pull this number in.
Looking for Zoho Consultant
Hi there, can anyone recommend and independent Zoho Consultant with expertise in deluge and integrations? We are a small company and I come from a consulting background. We are seeking someone smart and capable who can do some prescribed tasks and also
Track all customer and prospect interactions in Zoho CRM
Hello, I would really appreciate an help in understanding hit to the with the problem that we have many different ways a customer/prospect can interact with us: Zoho salesiq chat, forms on our website, social, trial, etc. We are really struggling in
Bounced Back Emails_Zoho CRM
Hello Everyone, We've set up a workflow rule to automate sending Renewal Reminder emails to our clients, with this, bounced back emails are inevitable. What could be the possible ways to prevent this from happening? Is there a way we could solve this?
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