Getting and setting Territory Assignments in a function
Hi, How do I get the current territory, and set/change territory assignments in a function? I want to be able to programmatically set the assigned territory for a contact with a function.
Quote get aditional materials to a field
Hello, is it possible to get aditional materials to a field from different Rows. I want to row 1 productname to a field. And row 1 quantity to a other field. Etc. Greetings Kevin
How to properly create custom persistence layer?
I need to integrate the CRM API with my service in Nest.js. Unfortunately, it requires I implement an interface to use a custom persistence layer, in my case, Mongo. Since I'll need to instantiate the resulting class, I can't inject the model as I normally
Populate subform from a Multi Select Field
Hi All Hopefully someone can oush me in the right direction. I have the following modules: Accounts Products at client ( Ours and compititions ) Contracts The contracts modules deals with the ocntracts at the cleint, their can be more than one product
Auto Number Prefix
Is it possible to write a rule or function that generates a prefix for the autonumber generated based on a field in the form? Kind Regards
How to get Zoho CRM to trigger Microsoft 365 Power Automate
I found a workaround to get Zoho and Microsoft 365 Power Automate to "communicate". I guess it's only one way, but I'm just happy I was able to get that far. I'll explain what I did in case it helps someone else. I'm sure you can tie the API and REST languages together somehow, but I'm not that good at writing code yet. Here's what my need was: When new Deal Created in Zoho have Microsoft 365 Create a Sharepoint Folder named my "Zoho Auto Number - Deal Name" #1 - In Zoho create a new Email
Cannot figure out how to Add Up Formula Fields in CRM
Hello, I created a few formula fields in Zoho CRM and wish to get the total sum of those formula fields. This has proven very difficult to do. I looked at the custom functions but do not understand how to implement them or what the property syntax
Google Contact Sync - Address Sync Error
Hi! I have set up google contact sync, but I am having trouble with getting addresses to sync correctly. I have created 2 custom "textarea" fields for contacts called "Work Address" and "Home Address", and I have set up my mapping as follows: While the
Get stage history and lead status history in bulk
Hi I'm trying to get this endpoints https://www.zohoapis.com/crm/v2/Deals/Id/Stage_History https://www.zohoapis.com/crm/v2/Leads/Id/Lead_Status_History It works via rest api v2 but data is too large. It takes too much time to get all data and it explodes
Regulate Support Tickets' Visibility In Zoho Desk Integration
Dear All, Greetings! When Zoho Desk is integrated with Zoho CRM, tickets raised by a customer in different departments are associated with their respective records in CRM to enable users to access and manage customer queries directly from the records.
point credit for customer
Is there way we can give points/ credit points to customer? ie, we have royal customers who refer lots of their friends to us. Hence I want to give them "point" and they can exchange to our gift product in the future. Similar to frequent flyer points
Zoho Finance Limitations 2.0 #17: Can't sync Books Customer Tax Fields (Entity/Use Code or Exemption Number) Double entry required
Similar to the limitations listed at: https://help.zoho.com/portal/en/community/topic/zoho-finance-limitations-2-0-12-cant-sync-books-system-fields-item-category-or-preferred-vendor-to-crm-products-double-entry-required Summary: Our reps add customer
Mass closing of tasks
How do I close or delete hundreds of tasks in mass for me or one of my reps?
How to make formula field in ZOHO CRM?
I am working with ZOHO CRM. I want to make formula field in "Quotes.Payment Type". The feild is pick list. Post as payment on Account (SA) = 4 - SO 000001
Post as payment on Account (SA) = 4 - SO 000002
Post as payment on Account (SA) = 4 - SO 000003
Payment
blueprint entry criteria == new record
Hello, Is it possible to trigger a blueprint when creating a new record? I currently have a blue print working when a stage change occurs but this is too late. At the time of creating the record I would like to guide (blueprint) users to correctly select
How do I add and track custom metrics for customers?
I went through the help files and couldn't find what I was looking for, but I'm happy to receive a link to the correct page if my question is answered there. I work for a professional association (NGO) and we have two things our customers can "be": A
getting datatype boolean error - on update task
Hi, when i am trying the update the field , then i am getting this error as attached .. may be the data type boolean as expected not getting .. i tried with 'True', 'true' but still i am getting error .. screenshot ... here is the code i tried, contactRecords
Creating My Report (Free Version)
Hi all, We have created our Business Development database, the only downfall is getting 'ONE' report from the databases information. We want a report that shows. > Account Name / Company > Contact Name > Contact Title > Contact Number > Contact Mobile
Zoho CRM Module Icons?
Where can I get the images for the various modules like Leads, Accounts, Contacts that show up in activities Related To field? Thanks, Glenn
when creates Related Contact Role created in custom Related module(View Contact Role) In Opportunity code error
Hi, so, in opportunity module, when Related Contact Role creates, it will creates in Related 'View Contact Role' module as shared in screenshot 41.PNG (and marked these 2 modules) - i tried the code as Contact_Role.txt , also shared the screenshot after
Star Rating for Contacts
I propose to add the feature of a star rating system for Contacts. Not a pick list of numbers but a regular 5 star rating system that can easily be edited or changed and that is also sortable. Thanks.
Zoho Finance Bug: Account Popup Selection Window... #2 The Search input box barely shows on screen and it about 70% cropped
This is very easy to miss for people just starting to use the system. When adding a Zoho Finance record, you click the magnify icon to the left of account name to find your account. A popup screen appears but the search box is barely shown onscreen.
Zoho Finance Bug: Account Popup Selection Window... #1 Can't select an Account unless you click about 10 times
This is a really annoying one and makes the workflow unusable. You basically can't select or REALLY struggle to select an account from the popup window. To replicate scenario - In CRM Open the Zoho Finance module and Create an Record - Click the "Magnify
Automate Territory Creation and management
Hi Guys, We have our custom portal where depending upon an action we want to create a territory (based on roles or from scratch), assign to user(s) and set up rules on basis of lead module. I have checked the API documentation link and cannot find any
Zoho CRM Lead Magnet Wordpress Plugin Not Working As Expected
Hello, The Wordpress Plugin "Zoho CRM Lead Magnet" isn't showing the proper picklist options for our "Lead Source" field. And in the "Product Interest" field, the pre-selected option keeps clearing out when I exit the form setup page. Any insight?
Zoho CRM - Mass Email function
Hi Zoho, It would be extremely helpful if the Mass Email function gave you a record count after setting your criteria. Right now, you have to build the criteria rules in a custom view to make sure they give the contact you want - then redo that same thing
How to associate leads with other fields via CSV file.
I have properties and spouses that can be associated with leads. Is there anyway I can associate those leads with spouses or properties via a CSV file? I don't like that after I important new leads. I have to manually add properties and spouses to my
Can I edit or add to the list of Account Types in Zoho CRM?
Some of the available Account Type are: Analyst Competitor Customer Distributor Integrator etc. Can I add to this list, or edit existing Account Types? I'd like to be able to, but can't see where. Thanks, Ross
Zoho Finance Limitations 2.0 #8: Custom CRM Currency Fields will not map to Zoho Books. Only Decimal field types will work
When setting up your Zoho Finance integration you map your fields. If you have custom currency fields such as "Cost Price" setup in CRM these fields will not sync to Zoho books and you'll get errors because the "Field Type" does not match that of Zoho
mass update using deluge
Hi, using deluge how can we do the mass update in function.
Fill in a field with the modified date/time modified date/time of another field
Hi, I am trying to update the "Contract_Returned_Signed" field with the date/time that the "Opportunity_Status" was modified, but I am getting the error message "Failed to execute function Argument type mismatch - Found 'TEXT' but Expected '[BIGINT]'
How do I store temp data from an Azure Function?
I've written an Azure function to send data into the Zoho CRM SDK. The SDK needs a file path to write some meta data while its in use (called "resourcePath"). While developing on my local I was using My Documents and it works fine. I need to find a location
Total number of account is not correct
Hi, recently I notice that the total account showed in my crm is not correct . I only have 199 while my co-workers have more than 1700. Since because of this when I using api to get all records it also has only 199 contacts. Thank you
Custom Module Email Recipient Not Named Correctly
I have a custom module ("Assets") for tracking hardware units that we sell. The identifying field in the Assets module is Serial Number, but this seems to be mapped to "Name" in the backend even though it is called "Serial Number" on the front end. I
Is it possible to use webhook to submit html form data
Is it possible to use webhooks to submit post data to the action url of a html form? I want to automate subscribing a CRM prospect to another web site asset so I dont have to do it manually. I am open to other ideas/ gotchas on this one Thanks in advance. Geoff
What's new in Zoho CRM Winter '21
Delivering the best experience, both to you and your customers, has been a cornerstone of Zoho CRM since our inception in 2005. With every release, our goal has been to make that experience richer. This year, we made a big stride in that journey with
Is it possible to alter what modules are available in build a Link.
So I can't seem to access related records when passing parameters in a link or button(invoke URL). I need to pass information from CRM to Forms and the data is in multiple modules. Edit: These are already look up fields in the module that I am trying to build the link out of.
Issue with Angular App Authorization and Zoho CRM
I was searching for a way to build an Angular app that can send requests and receive responses from the Zoho CRM. I tried all the possibilities documented in Zoho CRM documentation but nothing worked for me: Steps I followed: I registered the app on https://api-console.zoho.com/service
How can I access a "local" path in an Azure Function?
I have written an Azure function to create leads in the Zoho CRM. I gotten great guidance from members here and I have one last hurdle to get over. Zoho API writes to a location it calls the Resource Path. This has to be a local path. For example, running
Retrieve email template from Zoho CRM
I am new to c# and new to the concept of ERM/CRM so I was wondering if it is possible to retrieve an email template from ZORO crm and push it the infos from a database to be able to send automated emails.
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