Function Problem
I have a problem. I am creating a Workflow rule and setting a condition for when I create a Deal. It generates a personalized ID based on the fields I fill in when creating an opportunity. Can you help me create a function to get the names of those fields
What happen when Writer Limit is Reached
I have created a button function to merge documents, attach files, and send emails. When the writer reaches the daily merge limit of 1000, does this function stop with an error, or can it still send the email but without attachments?
Programatically schedule and trigger a field value update?
I would like to do the following and I'm not sure how to implement this. A user will enter phase information and the start date when this new phase will take place in a custom module record. When the start date is reached, I want the software to update
Cannot read properties of undefined
I have a problem with Client Script. I can't fetch data from server when I use ZDK.Apps.CRM.Users.fetch(); (as attached image) Please help me!
Client scripts in subform fields
I am seeking assistance with implementing client scripts in subform fields within the Quotes module. Specifically, I need guidance on how to configure an on-change event that will auto-populate fields in a subform. Here are the details of my requirements:
How to execute Workflow rules or function when a lead is qualified
I have a workflow rules in Lead module that will be executed when a lead is created or edited like this if 'Whatsapp ID' field contains 'BR-' then the 'Marketer' field should be updated to 'Internal', I use Zoho CRM Blueprint to qualify a lead to be a
Zoho CRM mail: Can you filter and sync only messages from customers/contacts and leads registered in Zoho CRM?
Hi. For the Zoho integration with email. Can you filter and sync only messages from customers/contacts and leads registered in Zoho CRM? For example. In my general email inbox I receive customer and other email not related to CRM or my business. Some
FYI Functionality Change Issue : Can't see emails sent at Account level via contacts without changing select box (anyone else have this issue?)
Hi, Posting this to potentially save anyone from dealing with the same issue and missing outreach info. When reviewing an Account, we often scroll down to the Emails section to see if there has been any email outreach, any opens/clicks, who's been reached
MIN(0) != 0 in subforms
I need to identify orders containing free products. To do this, I created a "Minimum" field that should contain 0 if at least one product in the order's subform has a tariff equal to 0. This would trigger a workflow to proceed with the necessary actions
Why API response Data structure of a Custom field in Zoho Books or finance applications is different from Zoho CRM's Custom field
Hi Team, As per the topic, I would like to know why the customs fields in Zoho CRM is acting or treated like other system fields in Zoho CRM. But in Zoho Finance tools, the custom field is shown under the key "custom_fields" as a list. I would like know
Usage of real estate on the screen
Once I view the deal details there is quite a lot of real estate taken which I cannot use. Or I don't know how to use it. I'd like to show some information in the green space by adding it OR remove "Best time to" and "Contact Person" Info all together
Field is not found in Lead Conversion Mapping
so I create a new field in Leads module like this but I can't find it on lead conversion mapping, how to solve this?
How to list all soid of all environments(including Sandbox ones)
Hello, I am trying to use the self client credentials flow(https://www.zoho.com/accounts/protocol/oauth/self-client/client-credentials-flow.html) for the Zoho CRM and the request to get a token requires an soid. However, I do not know how to get the soid
Invoice from Deal
How do I create an invoice to Zoho Books from a deal at Zoho CRM? I need my invoices to be connected to my contacts AND my deals.
CRM Calendar and Two-Way Sync with participant calendars
We use CRM Calendar to schedule health care appointments, which are often re-occurring. When an appointment is deleted or changed in CRM, the client's calendar is not updated. This leads to clients receiving appointment reminders for deleted and canceled
Converting Date data type field to Datetime data type
I'm trying to convert the value of a CRM field that is of Date data type to Datetime data type to be able to create a Meeting event from a Deluge script, but I keep getting this error. I have tried applying toDateTime() to the variable and specifying
Wizards for inventory modules and more
Dear all, We're delighted to make a quick announcement about impactful updates related to wizards. Thus far, Wizards have streamlined CRM data entry across key business modules like Leads, Contacts, Accounts, Deals, and Custom modules by segmenting extensive
Add a Contact to multiple accounts
How can I add a contact to multiple accounts? We have several clients that own multiple businesses that need to be seperate accounts, but have the same contact. Moderation Update: We have a separate post capturing the feedback and votes for this feature.
Missing parameters in Zapier app for "Zoho CRM"
Hello, I updated the Zoho CRM app in Zapier to the latest version (31 July 2024). There are some changes in the Zapier app "Zoho CRM" now. When I want to create a new entry in Zoho CRM in the "Notes" module, there I can no longer choose a parent module.
Coql Query By Date
I try to get records via the Coql Api it works fine since i try to have a date in the where clause like this select id from Contacts where First_Name='Franz' AND Last_Name='Müller' AND Date_of_Birth='1986-2-2T00:00:00' The field is defined as date Can
More than 100 contacts in Sheet View
I have about 500 contacts in Zoho CRM and need to do some manual manipulation (eg tidy up address fields). Sheet view does exactly what I need it to do as long as all the records can be listed on the one page (or the first 100 records if more than 1 page)
CPQ in Zoho CRM is now supported in sandbox
Dear customers, We're excited to announce that CPQ is now supported in sandbox environments. CPQ (Configure, Price, Quote) functionalities help businesses streamline their sales processes. Features like Product Configurator, Price Rules, and Guided Selling
Tracking Mentors and Mentees Match in Zoho CRM
I am developing a system for a mentoring program where we match mentees with mentors and track the match in cohorts. There is a new cohort every semester. A mentee can participate in multiple cohorts, and a mentor can be matched with more than one mentee
Zoho CRM Cadences - Is it possible to add steps on cadances once active?
Hello! We have started playing with the recently launched feature in Zoho CRM - cadences. We have in the past used the mass email functions to send emails to a group of clients to try to reactivate their interest on our services. For example - sending
Bypass Blueprint
Hello. I'm creating a new blueprint. I have a lot of different deals on different stages. Since the blueprint is new, all of them will be at their first stage of the blueprint. I need to manualy set the blueprint for each deal. Is there any way I can
How to edit HTML on Quote template in CRM
I notice that the ability to edit the HTML on the templates has been removed or moved to a different area. How do we now edit the HTML?
Zapier Zoho CRM Create Task Module who_id or what_id not associating with the lead
It looks like the Zoho CRM integration with Zapier was updated beyond 1.0.49 and it changed the Create Module Entry for tasks by removing the Parent ID. Now it asks for either who_id or what_id. I would assume the who_id would be the same parent ID of
Blueprint Delay (leads created though API)
Has anyone else experienced a delay with leads entering a blueprint, specifically on leads created through the API? I am noticing a 5-10 minute delay on my end.
How to add Addmonth() in zoho crm using client script
Hello Community, I have one requirement in Zoho CRM. There is Plan duration dropdown field. For ex, I have selected 1 month plan, when I entering date in Plan Start Date, Plan End Date field should automatically filled with Plan Start Date + addMonth(1).
How to add followers to Contacts within Tasks
Hi I've seen that the Contact pane of a Task shows a Follower count. However, clicking on it does nothing, and I can't see a way to add myself (or anyone else) as a follower to a contact. Is there a way to add oneself as a follower to a Contact record?
Associate Zoho Projects With Zoho CRM Help of Deluge
Hello Team, if you wants to connect your Zoho Projects with the Specific Deal, Please follow the code may be it can helps to you. dealId = "4655606000010751004"; //.....Deal ID..... projid = "1688514000000448005"; //.......Project ID........ projname
is there any workflow rules to show pop up if a deal won?
so basically I want to remind our sales person to send a Google Business Profile Review URL to our happy customer. it should be sent manually by using Whatsapp message. so if the deal record stage is 'Won' then I want to show like a pop up in the screen
What is the data type of Multiselect field if I fetch it using API?
I have multi select (pick list) field like this and let say in deal record I picked several options (20 ft and 45 ft) like this my question is, what is the data type of it if I fetch it using Restful API? is it a String in JSON ? { "Container" : <What
Kaizen #149: Using GraphQL APIs to fetch data in a consolidated way
Hello everyone! Welcome to this week's post in the Kaizen Series! This week, we will discuss GraphQL APIs, a query language that provides an efficient, powerful, and flexible method for fetching and manipulating data from Zoho CRM. Let us consider the
Add Mass Update for Text Area Fields 'Description' and how-to mass update using Zoho Sheet View
It's not possible to mass update the 'Description' field. Please add mass update for text area fields. Thank you. Most new imports don't use description, so we add a first verbose context to leads. As VCF uploads are easy and it's cumbersome to add a
Messages module in CRM Mobile App
hello, good afternoon I request help to solve this problem, we have not been able to connect whatApps to crm because I get an error that appears on the screenshot. I would like to know what else to do or if I can request a call with an assistant. Thank
Options in Pick List
Hi there, we wanted to delete an option inside a pick list in the module Leads. For reasons unknown we cannot edit or delete the entry "Nicht qualifiziert". I looked through every workflows etc and cannot find any dependencies on that field. What could
VERY URGENT!!!! the decimal value turn to thousand in Blueprint !!!!!
I have a decimal field and here is the properties i have a decimal value like this in deal record but when I open it on Blueprint that decimal value turn to be 2987
Introducing ZDK CLI (Beta): our latest developer tool for Zoho CRM metadata management
Hello Developers! We are delighted to announce the release of ZDK CLI (Beta), a set of powerful command-line tools designed to simplify the way you manage your Zoho CRM org's metadata (customizations) and your team collaborate to customize Zoho CRM. ZDK
Calling Functions within Functions - Standalone Functions
Zoho CRM Standalone Functions Standalone functions in Zoho CRM allow you to execute a function within another function. There are many practical use cases for standalone functions within Zoho CRM, including removing duplicate code and code reuse. This
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