Nested JSON payload
I am trying to create a nested JSON payload. I've done this by: 1) Creating initial map for the nested part nested = Map(); nested.put("Full_Name",full_name); ... 2) Creating the main map: mdoc = Map(); mdoc.put("document_template_id",templateid); mdoc.put("payload",nested.toJsonList());
Can a Chart be Printed or Exported?
When I view a report, such as 'Accounts by Industry', I see a bar chart. But when I "export" the report to PDF, I do not get the bar chart. Is there a way to print or export charts?
Automate and Be Productive with Workflow Automation | Zoho CRM
Whether small or large, Zoho CRM is the method to keep up with it if you own a developing business. You're probably limited on resources or time to run a thriving business. Getting more done in less time is crucial for most firms, as is maintaining a
Filter for this week's birthdays using a Custom field containing Date Of Birth
Is it possible to produce a filter of birthdays for the week using a data field containing the Lead's or Contact's Date of Birth?
How do we set up SaaS models in Zoho
Does anyone with a SaaS model use Zoho? The upfront implementation & training seem pretty straight forward but how do you set up the monthly license price x number of users x term in the product book and make it all come together?
Filter leads by leads with a "Lead Image"
I need the ability to filter or search by all of my "Leads" that have a "Lead Image" uploaded to the record. How can I do this?
Integrate with Glip
There is a nice integration between Zoho CRM and RingCentral, but I would like to see Zoho integrate with Glip, which I use for inter-office messaging.
Change the default contact owner?
As it stands today, when you click add new contact, my name is the default contact owner. What I want to do is force our sales reps to choose their own name from the list. While I can instruct people to do this, only a handful will probably listen, so
Analytics can't syncing all of the CRM data
Hi, I have a module in CRM that I am trying to get to sync and link with my CRM accounts for reporting in Analytics, but it's not pulling the data. When I'm trying to fix the data and reload the chart that I make before on Analytics. The data on Analytics
Extension pointers for integrating Zoho CRM with Zoho products #7: Initiate remote sessions and assist customers with their concerns from within Zoho CRM
With an increase in customers, there's also an increase in the demand for customer support. While customer support can be provided via a variety of channels, such as live chat, email, or phone, there may be times when a visual demonstration is required
Tags are now available in Sandbox
Dear All, Greetings! We are glad to announce that tags are now supported in Sandbox. Here on for each module in sandbox, you can create new tags, manage existing tags, and ascribe tags automatically to records using workflow rules or blueprint, thus allowing
Mass Update Stage - Deals
Hi, I'm positive I did this before but for some reason I can't seem to do this now. I created a filter in Deals to identify my deals with less than 50% probability that are a year old. I would like to mass update the "Stage" for all of these records but
Deluge Script for Creating Associated Contacts Related List in Leads Module
Does anyone have any example deluge script, or perhaps an article, that breaks down how to create a related list in the Leads module for associated contacts? I'm looking to display Company Name, First Name, Last Name, Job Title, Phone Number, and Email
Sort view in kanban meetings
Hello, how can I sort this view, meetings kanban, by date? Now apparently standard is sorted by subject. Thank you for a note
Zoho CRM Report Module
We noticed yesterday the Report Module was updated, however I wasn't able to find anything in the release notes for this (https://www.zoho.com/crm/whats-new/release-notes.html). For now you can switch back between the old version and the new BUT, I have
Automatic emails based on date
Hello, I just purchased the enterprise version, honestly, the only reason at the moment is because I want to send automatic emails, but I have some issue setting it up, I was hoping you can provide some instructions or guidelines on how to do that. I want to send two types of emails: 1. A happy birthday/anniversary - which should be triggered based on the Date of Birth field I have in the "contacts" module, exactly on the birthday date and will go on indefinitely (meaning, the email will be sent
Impossible to add a client user to a project in CRM
Hi, When I try to add a client user in a project in the crm, only 48 users appear in the search box. I am looking to add a customer whose first name begins with F and only users whose first names begin between J and Z appear. Is this a recent bug? Regards
Removing Vendor
Hi, I wrongly added a new Vendor but I couldn't where the delete button. I'd like to remove the new Vendor. I attached a screenshot for you to be able to see clearly understandable. Shortly, how can I delete vendors? Thank you so much,
Sales Order Related links
Hello! I'm a bit new to the ZOHO CRM. I have got a small ecommerce (store). I need to use just a few modules of Zoho CRM. Main tasks: 1)One module in which all my customer data will be stored. It will be synchronized from my Magento. 2)Second module with
Import new account ID
Hello How can I import a csv of accounts without account ID's and let Zoho generate it ? I saw a previous post of people doing it themselves via excel but I cannot take the risk of having a duplicate by coincidence Thank you
How to open link in new tab with Canvas
Hey guys I'm trying to move our CRM to the new Canvas platform to make them look a little bit nicer. But I need buttons that open a URL in a new tab. I've tried things like `window.open(url)` but I get an error that says `window is undefined`. Is there
How to generate auto email notification when new Notes added to Zoho accounts?
Dear users, We have set up auto email notifications for various modules within Zoho to notify select group of users, each and every time a new entry is created or edited in parts of Zoho CRM. However, Zoho has no apparent provision for auto email notification
Is it possible to delete child records when the parent record is deleted?
We created two custom modules in Zoho CRM. One is a parent record and the other is a child record (i.e. has a lookup field that references the parent). A parent can have multiple children. Is it possible to automatically delete the child records when
How to start a scheduled call
Hi, we are starting to use the call scheduling feature but it seems that are are not using it correctly. I have read the documentation, but that does not help with my question. When I schedule a call, how can I start the call. There is no start call button,
CRM Mail Merge - break apart date for contract
I have a date stored in CRM for a vendor, which I need to break into separate fields in the contract. The field is called «Contacts.Contract Date» which appears as MM/DD/YYYY I need it to appear on a line of the contract as: Effective this <<DD>>
OAuth authorization enablement and Other enhancements in Webhooks
Dear All, Greetings!! We are deprecating the use of Authtokens and the same has been intimated in the Authtoken deprecation announcement. Further to the notification, we had also mentioned about the impact it has on the existing webhooks and migrating
Creating an input form where 2 related values always need to be coupled together (e.g. weight value + weight units).
The problem I'm trying to solve is that I don't want the fields to look like discrete, separate fields from the user's end. On a website, when you enter related values like your height & height units, or weight & weight units, typically there's a dropdown
Is there a way to associate a project upon create from Zoho CRM?
I have a workflow which creates a deal and a project together automatically. Is there a way to programmatically associate the newly created project with the deal? This is different than manually creating the project from within the deal which then causes
Unable to save integration in Desk
Hi. I have a problem when I tried to integrate Zoho Desk within Zoho CRM. When I try to integrate Zoho Desk through the marketplace of Zoho CRM I get the message "Unable to save integration in Desk" I did the configuration and everything looks good but
Using Workflow to add lead to Campaign
We send email invites to our leads and contacts to visit us at Trade Shows. I normally create a filter in the Leads list view based on who I want to invite. I select a group and tag them so it's easier to reselect them after sending the email. Then
Workflow and Function to update Lead's Campaign status.
I've created a workflow that will trigger when I add a tag to a Lead. The Workflow will send an email and run a function that will add a Lead to a specific campaign and their status as "Sent". I've tested the function and it works. When it runs through
Workflow limit
I am new to Zoho and I've tried to setup 2 workflows to be applied. The first workflow is 5 tasks to be upon new record being created. The second workflow would apply if a field was updated, this workflow has 3 tasks. Is this possible?
Got INVALID_TOKEN on REST API Function
Hi Team, We are requesting ZAPI Key for REST API Function in the Zoho CRM extension on installation using the following code m = {"nameSpace":"<portal_name.extension_namespace>"}; apikeyresp = zoho.crm.invokeConnector("crm.zapikey",m); zapikey = apikeyresp.get("response");
Zoho CRM Function - delete records not working
Hello, I'm trying to delete a record from a module. I'm trying to do this from within a deluge script in CRM Function I've read and tried to follow the example here: https://www.zoho.com/developer/help/scripting/delete-records.html but when I run that
Changes in Pipeline report?
I automatically generate a Pipeline report once a week and send it to a distribution list. Is there a way to automatically highlight any changes from the current report and the one sent the prior week?
Sort Order for Reports
Need to be able to set the default sort order for reports. Moderation Update: With the revamped Reports, the option to filter and sort the report using the groupings is available. Read more on the same in the link below. https://help.zoho.com/portal
Converting an Estimate to a purchase order (from multiple vendors)?
Hello, I work for a small landscape company, we are looking for the functionality to create a purchase order from each deal we close. Here is an example. John is looking for landscaping, we create a deal for him and estimate that it will cost $20, the estimate includes $5 of stone from vendor A and $15 of dirt from vendor B. When Johns signs a contract and says the estimate looks good, its time to order materials. Is it possible to convert the original estimate into a purchase order to order from
How do I set up the Zoho CRM to accept product information without user authorisation?
Hello, I have a web catalogue administration system (in Classic ASP) that manages products. When a product is created or updated, I want the website to sent a JSON request to Zoho CRM: 1. If the product already exists (using a key as the test) then Zoho
Recognise multiple email addresses per contact
It would be great if Zoho CRM could properly recognise where a contact has more than one email address, and include emails from all their addresses under the Emails related list. We have lots of prospective customers who email us from both their work
[TYIA] Zoho CRM using Deluge
Hope all is well. I would like to learn systematically to develop Zoho CRM using Deluge, is there any training/websites that would be helpful? Any trivial information would be helpful and appreciated. Thank you in advance.
Next Page