How to Specify which Field was updated
Hi, I want to see which field was changed and what was the change, kind of like - field was changed from "4500$" to "6500$" I have made a workflow that sends email notifications when a field is changed in one of the modules, i don't want to create an
Formula Fields Limit
Are there plans to increase the amount of custom formula fields available in each module - http://zohocrm.wiki.zoho.com/Zoho-CRM---Formula-Fields.html David Corcoran Batipi / Zoho Partner http://www.batipi.com
Standard Field Lengths
Hello, Sorry if this is basic but is there an easy way to find out the length (e.g. number of characters) allowed in each of the standard fields. I could do trial-and-error I suppose but I'm really looking for a list of the standard fields with the field length for each. Thanks, Chris
PHP SDK in CRM: can the logger be configured to output to stdout or stderr, instead of being an instance of com\zoho\api\logger\Logger
Hi, I have a few questions for you: 1. When I try to use a different logger, using php SDK with Zoho CRM, I get an error message Argument 1 passed to com\zoho\crm\api\InitializeBuilder::logger() must be an instance of com\zoho\api\logger\Logger For someone
Make first name mandatory
Hi, I am a Zoho One customer and I operate in the B2C space. So, instead of Last name being mandatory, I want the first name and email to be mandatory fields for leads as well as contacts. How do i do this?
How to access text field labeled "Reason for Loss" when Deal Stage is set to Closed Lost?
When we mark a deal as Closed Lost, a Verify Details pop up screen appears and lists 4 fields: Amount Closing Date Stage Reason for Loss I want to create custom categories and reasons so that I can provide our internal teams with information about why
Exception in authenticating
Hello, I am using v4 of the PHP SDK. My expectation is that a user would have to authenticate once. Once the user has stored the grant/refresh tokens on the website that will be querying the Zoho API, the user should not need to authenticate again. However,
REST API
i pass from postman the json body as raw in REST API OF ZOHO.I am getting the json body in the field of the crm but not able to fetch in my inside my rest api function. SAMPLE JSON DATA {"data": [ {
Importing call record to Zoho CRM possible?
Hello, as it seems that Microsoft Teams integration is not yet possible for CRM, (https://help.zoho.com/portal/en/community/topic/dialing-microsoft-teams-phone-service-via-zoho-crm), I would like to know if it's possible to import a Teams Voice CSV record
How to add a form widget and button on record page
I'd like to add a button to open a form in an iframe or widget for the related record so my representatives can fill out a specific qualification questionnaire form when speaking to a client without having to go to a separate webpage to fill the form.
Updating fields based on criteria found in the same module
I would like to find a way to update a specific field when certain criteria is met. Currently, I am using a hosting server to map orders to the deals module in the CRM. At the time the orders are imported, they go into the booked stage. Upon shipping
zoho.crm.searchRecords No longer returns records when passing multiple criteria
Using the following criteria zoho.crm.searchRecords("Subscriptions","(Next_Bill_Date:equals:" + this_week + ") and (Related_Store:starts_with:Roch)",1,200); I was returning the appropriate records yesterday. Today when using the same criteria no records are returned. When I search only using 1 of the criteria I do get results. I'm wondering why the (and) no longer works.
How to pull in related Zoho Books Customer ID into Zoho CRM field
Background: I will be creating a dynamic link in Zoho CRM for each account. For the link to need the customer ID related to the Zoho CRM account (not contact). Preferably I'd like the Zoho Books Customer ID to be in a field so I can easily create a link. Question: How do I input the Zoho books account ID into our 5000 accounts for each account? I'd prefer that the field automatically populate when the record is opened. If that is too slow perhaps there is a way to have it populate itself on a batch
Duplicating Field Values
Hi there, Upon updating the shipped amount on the deals module, I would like to automatically change the stage to shipped (which is already functioning through a simple work flow). In addition, I would like to update the additional fields -- amount and
Renaming documents uploaded in "Attachments"
It is important for us to be able to rename documents uploaded in "Attachments" section. It is a basic functionnality. Each time we want to rename a document, we need to download it, rename it in our computer and upload it again. The process is time consumming.
Cliant Script is blocked by Japanese National Tax Agency Server.
I am writing a code to access the corporate number WEB-API of the Japanese National Tax Agency in a client script. So...Error found. like this Access to fetch at 'https://web-api.invoice-kohyo.nta.go.jp/1/num?id=KMKmyQSJV9bKa&number=T8040001999011&type=21&history=0'
FAQs on Remote Sales Office - Post your Questions
Dear All, Remote Sales Office is a Zoho CRM offering that provides a bundle of applications to help smoothen communication and interaction between employees and also with customers. The toolkit consists of the following collaborative applications Zoho
Need new custom function
Hi, good afternoon. I need help with a new custom function. I have this custom function made by the dev team: d = zoho.currenttime.tostring("yyyy-MM-dd","GMT-8:0"); c = d.getDayOfWeek().toLong(); cd = {4,3,2,1,7,5,6}; add = {9,10,11,12,6,8,7}; ind = cd.indexOf(c);
Button to convert Contacts to a Custom Module while assigning it to a lookup field
Hi eveyone! I have created a workflow in our Contacts module (which was renamed to 'Students') so we can create a file in the custom module 'Students Contracts', which is related to that student. However, seems like there's an easier way to convert
Can't see examples in Template Gallery
Hi, we are trying to use the email templates in Zoho CRM to send mass-mails to our customers. However, it seems like our version does not provide the full functionality promised in the tutorial video. crm_templates.png is a screenshot showing how the
Typeform and Zoho CRM
Hello Has anyone had any luck integrating typeform form into Zoho CRM contacts. I am aware that there is Zapier but was hoping for a free service. We are enterprise on Zoho CRM. Any help would be gratefully received.
Field Service Cleaning Company and Zoho Crm
What is the best way for me to utilize Zoho for the following- I own a Residential/Commercial Cleaning company with several hundred clients. Zoho Crm Field Service Management tools similar to FieldEZ.com including mobile gps tracking (live and recorded)
Find Contacts related to Account
Is there a way I can find all the associated Contacts to an Account in the Accounts get records API ?
Add color to your CRM tags to identify records quickly
Hello everyone, Tags are unique identifiers that can be associated with different records. For example, Hot leads, Cold calls, Big deals, etc., which helps to search, sort, categorize, filter, and segment records efficiently. The new enhancement is done
Sort Activities by Priority
I need to sort my task list os that the highest priorities are at the top of the list. I found a way to sort alphabetically by priority, but no way to put the most important items at the top of my list. Any suggestions?
Subforms and Formulas
Hello, I have two subforms in a module, each of them tracking quantities for different things. At the end, I would like to have a formula - external to the subforms - that SUM the quantities of both subforms and other fields. When I try to add a Formula field, I see that it's not possible to access the data within the subforms. Is this normal and is there something I can do?
Can you have the name of a custom module (its primary reference) be a concatenation of strings?
Right now one of our custom modules uses a customer's first name as its name. This makes it difficult to navigate between customers, due to different customers having the same first name very often. One thing we could do is simply combine both the first name and last name fields into one, and having this full name field be the name of this module's references. However, having the designated first name is very helpful when we address the customer through things like Email and SMS. Is there an easy
Add Subform entries into Zoho email template?
Any way this can be done? I understand this is considered a "Unsupported Field", but I find this very frustrating that Subforms and other custom fields cannot be added to Templates. I need to provide a printed (PDF) form of Case records but I am
Create Quote from Deal. Unable to copy Data in Custom Filed in Quote Product Details (Subform). Function work for all other Fields but Custom Filed is Blank
hi I am Creating Quote from Deal using Deluge Code in Button Function. The Quote is getting created, there is no problem, all fields are getting populated. my problem: I have a custom Filed in the Quote page under Product Details (Subform). This custom
Change image universally on all emails in campaign
Is there a way to change the image at the top of all my emails in a campaign universally? Or do I have to go in each email individually and change it?
Listing Active Customers
Hi, I have difficulties about this crm concept and wondering to apply this scenario. I am selling monthly services, not physical products. For example i got 10 leads in this month and i closed won 2 of them. Lead converted to Contact and Company. That
How to copy the customization from Company-B to Company-A, if Company-A already has some customization.
We have two companies and we have bought two separate Zoho One Account License ( Organization ). I will call them Company-A and company-B. Few months back we had hired a Zoho developer to customize our Company-A CRM and the work done by the developer
Phone Checker for Zoho CRM Phone numbers
Phone Verifier - verifies the authenticity of phone numbers in Zoho CRM. The extension works with all standard Zoho CRM modules—it's an easy one-click phone number validator. Extension Link : https://marketplace.zoho.com/app/crm/phoneverifierforzohocrm
Announcement : Active Campaign for Zoho CRM
Enable your marketing and sales teams to work in sync. With the ActiveCampaign extension for Zoho CRM, you can add contacts or deals and track your contacts from within Zoho CRM. Extension link: https://marketplace.zoho.com/app/crm/activecampaignforzohocrm
Zoho CRM sent duplicate email
An email was sent via Zoho CRM and it looks like 2 duplicate emails were sent. In Zoho CRM, it looks like a single email was sent, however, in Outlook (our email client), it appears two emails were sent (Please see attached screenshot of Outlook). Why
Pre-populated Zoho Form Not Updating CRM via Edit Response Link
I hope someone in the Community can offer a solution or work around. Scenario: Via Zoho Form, I plan to send a pre-populated link to my tenant(s) and use a subform on the zForm for the tenant to submit the current occupant information. I use zForm
Shared field between modules
I want to set up an field in the Accounts module that shows when a customer's maintenance contract expires. I want to then be able to have a field in our Cases module that displays that date. Is this possible?
Creating a deal from contact
Hello, can you help me please with example function for creating a deal from contact This is the function im trying to implement but when the deal is created with this function is not attached to the contact continfo = zoho.crm.getRecordById("Contacts",contId.toString()); mp = Map(); mp.put("Last_Name",continfo.get("Last_Name")); mp.put("First_Name",ifnull(continfo.get("First_Name"),"")); mp.put("Lead_Source",ifnull(continfo.get("Lead_Source"),"")); mp.put("Description",ifnull(continfo.get("Description"),""));
Populate a dropdown list from an API source?
Hello, I would like to populate a dropdown selection on for a new lead based on a list of choices from an outside API source. Essentially we will be selecting the type of vehicle a new lead has based on several filtered dropdowns. Select the Maker (i.e. Ford, GMC, Dodge, etc). Select the Model Select the Year The list is very large and is updated constantly due to new vehicles coming out. Is it possible to do this?
Sub forms field limit
Hi, The maximum number of subforms in a module is 2. I need more than that. Could you please increase our limit? Also, the maximum number of fields inside a subform is 8. In Zoho Forms, it is 20. We'd need the Zoho CRM's subforms limit to at least be 20 so we can correctly integrate Zoho Forms with CRM. Use case: Our client is filling a commercial mortgage application. He needs to fill in a subforms all of his current Real estate assets. The subform, located in Deals, then triggers a custom
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