Zoho CRM Widget and translations
Hi everyone! We're building a Widget with zoho-extension-toolkit, how is localization supposed to work? "zet init" created a translations/en.json file, but what should go inside it and how is it supposed to be accessed from the Widget/javascript? Thanks
Adding tag to specific record as an acion in a workflow
Hi! I've created the following workflow in the module 'Leads'. When a record meets the criteria, there should be a tag added to the specific record in the module 'Contacts'. In the module 'Leads', there is a look-up field named 'Kandidaat' which is connected
Trying to catch error with ZOHO.CRM.HTTP.get (Response Code)
Hello, I'm trying to get response header from ZOHO.CRM.HTTP.get, in order to catch error like 404 or something else but it seems that ZOHO.CRM.HTTP.get() method only returns the body of the response, and I see no way to access the headers returned. Is
Free developer edition of Zoho CRM
A question for Zoho and other developers: How can you set up a demonstration version of a Zoho CRM implementation to show employers/clients what can be achieved? Do you pay for Zoho CRM Enterprise/Zoho One for this purpose? Does Zoho offer a free version
CRM Home Page Dashboard, how can i add zoho desk cases?
How can i see which tickets are in my group as a dashboard component on the home tab in zoho crm? I don't see any way of adding this.
Upgrade User
Hi Sir/Madame, I have 7 users in my organisation but I need upgrade more space only 2 users. Is it possibe? Thanks
2024 Wrap: Rediscover these features and enhancements in Zoho CRM
Hello everyone! I wish all of you a joyful and prosperous 2025! As we welcome 2025, I’m excited to share a recap of the year 2024 and highlight some of the coolest new features and enhancements we’ve added to the Zoho CRM platform. Last year, we announced
Zoho CRM Automation Help: Send Email When Fault is Marked as Done & Module Relationships
Hi everyone, I have the following User-Created Modules in Zoho CRM: Clients Assets Faults Handymen Every client can have multiple assets. Every asset can have multiple faults. Every fault is assigned to one handyman. What I Want to Achieve: ✅ I want to
CRM formula field help
Hello! i was hoping to get some help with a formula i'm creating within a module. I'm looking to make a formula that changes based on a date field but based upon the present date. This is the formula i have so far: If(Now() < ${Instructors.Start Date},
Kaizen #171: FAQs on COQL API
Hello all!! Welcome back to another post in the Kaizen series! In this post, we will address some of the most frequently asked questions about Zoho CRM's COQL API from the Zoho CRM Developer Community Forum. COQL API Query API lets you query for records
Wrong Time on Exported Records
Hello, All records in my exported Notes .csv file have the incorrect time for Created Time. They are all 8 hours ahead. I've already verified that my time zone is correct in both Personal Settings and Company Settings. Is there any way to fix this?
Subir o Preço Unitário já acrescido de um valor
To com um desafio grande, e se alguém conseguir me ajudar, seria ótimo! O que eu preciso é que o na hora de adicionar um item no subformulário dos itens cotados do módulo Orçamentos, o preço de lista do item venha acrescido de 20% automaticamente e de
Zia Call Intelligence only up 10 License
I have been trying to install Call Intelligence for two days now, but strangely, the button is missing at this point. The documentation could be better, but most importantly, someone should inform small businesses like us that they don’t even bother enabling
Ayuda con zoho creator x zoho Crm
Hola a todos, Estoy teniendo dificultades al sincronizar datos entre Zoho Creator y Zoho CRM. Mi objetivo es lo siguiente: Busque un registro en el módulo Contactsde Zoho CRM utilizando el correo electrónico del registro de Zoho Creator. Si se encuentra
how can I hide this Module?
Hi everyone, newbie question. how can I hide the "Sales Order" column? when I try I get this message: https://imghostr.com/86395c_p7j
Facilitate business processes by mandating Kiosks in your Blueprint's transition settings
Hello everyone, We've made a few enhancements to Kiosk Studio. Blueprints provide a structured and systematic approach to executing business processes, and you can use Kiosks to build custom capabilities to retrieve, collect, and execute actions on CRM
I need help in setting up a script that works for my calling service
Please i need your guidance and expertise in how to go about a particular scripting. You see, we are a call service that assists companies to receive calls for them, i need to create a system in my Zoho CRM whereby i will receive call from my already
is zoho CRM down today ?
Is zoho CRM down today ?
Problem viewing document imported from google drive.
Hello, When I add a document via my google drive, it is impossible to preview it. I get the error “Files without extensions cannot be previewed. Download to view this file”. Could you please help me? Also, and this is more of a question: is there a way
Building a Zoho Extension for Webex CC - Handling URL Changes
Hi everyone, I’m building a Zoho extension for Webex Contact Center (Webex CC) and facing an issue with handling URL changes. In telephony, I’ve set the URL of Webex CC to: https://desktop.wxcc-us1.cisco.com/ When this URL remains the same, everything
Shared Dashboard / Report Permissions : Read not Write
hi all, We are missing a huge fonctionnalite in setting up Dashboards (and reports) on corporate level. Currently, we can not set Read Permissions on share Dashboards (and reports) without giving write access as well When we create a corporate dashboard
GDPR
Hi , I'm checking out the HIPPA capabilities and at the moment I can see only three modules that can be selected to enable HIPPA Any idea how I can add additional modules such as customers? TNX David
Custom Functions - Calculate Commission - failure after migration from US to EU
Hello, i would ask for help. My Custom Function - Calculate Commission stopped working and shows a failure. Mismatch of data type expression. Expected List but found String What is the problem? Could anyone help? Here is script: void automation.ObliczProwizje(Int
How can I start trial version without any example data?
I am lazy to manually delete each data in every section. Is there any button to fresh start my account from zero?
Setting up CRM for RFP workflow management
This will be the first time our organization uses an off-the-shelf CRM, transitioning from our homegrown custom solution, and I would appreciate general thoughts on how to get started in general with our workflow using Zoho CRM. The main question: if
US to EU Data Migration done / Workflows and Custom Functions stopped working
Hello, I need help to restore my workflow rules and custom functions to work. My data was transferred from the US to the EU (Data center migration). Now all Workflow Rules and Custom Functions not working. I have no idea how to restore them to work again.
How to delete Email Sent From CRM from Contact Records
I can't figure out how to delete email sent form CRM from contact records. Can you please advise?
How to make the default currency type in a certain module different from the base currency>
We have US dollar as the base currency. Also we have two more other currency types. In a custom module, we would like to make another currency as the default one rather than USD. Is it possible to do? How? Thank you very much!
Track Contact's Employment/Account History
Thank you in advance for all of your help! Is there a way, within Zoho, to keep track of a contact's employment history? For example, if John Doe is my contact at Account 1, but leaves the company and is hired by Account 2, can I... ...maintain John Doe
CRM became very slow
Plz check asap. image failed to upload , workflow doesn't run
ZohoCRM Workflows Not Triggering After Tool Recovery
I noticed that ZohoCRM experienced an issue earlier, and according to the status webpage (https://status.zoho.com/), all tools were reported to be fully restored as of 03:00 (PST) on December 30, 2024. However, ZohoCRM workflows are still not triggering
Deluge upload to upload file field
Trying to upload a file to a field type Upload File. I believe I have most correct. I have a merge and download from writer. I have this same script in many other functions and it works fine. I then upload the file to ZFS and get a success response However,
Alternatives to using multi-select lookup field for a 1-many module relationship?
I have 2 modules where I only need multi-select lookup option on one of them and the other always has a 1-1 relationship. Do I have to use a multi-select lookup field in this case? Is there another way to solve this? Am asking because I've hit the limit
URL_ROLLING_THROTTLES_LIMIT_EXCEEDED
Hello, for several times now we are getting URL_ROLLING_THROTTLES_LIMIT_EXCEEDED in the Failure tab. What does it mean, and how can we solve this? Thanks, M.
Possible to customise list of file attachment options?
Is it possible to customise (disable/remove) the list of file attachment options (see screenshot below)? I would like the users to only use the options "Link (URL)" and "Other Cloud Drives". I have super admin rights to customise the CRM.
View of all Leads (+converted)
Hi, Is there a View of all Leads this month includung converted? If not how can I create one? Thanks
Cant add owner to field update in workflow
Hi there, Currently when i tried to add owner of the record of the module to the field update, i am unable to. Is there a way to do so?
Assistance Required: Custom Model Record Not Visible in Zoho CRM Sandbox
Dear Team, I hope this message finds you well. I have created a custom model in the Zoho CRM Sandbox account and am currently adding records to it using Python. While I am able to fetch the module data programmatically through Python, I am unable to see
Zoho Upgrade Failure Multiple TImes
I want to add users to my Zoho CRM. I have carried out the process up to OTP verification, but then it always fails at the confirmation stage. This failure has occurred repeatedly even though the OTP has been successful. Is there a solution to this
Import from GoHighLevel to Zoho CRM
Has anyone been successful with this? I don't want to integrate with GoHighLevel just import/migrate everything over to Zoho
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