How to customize the task reminder notification email
HI guys, I hope someone can help with this enquiry: We have included an additional/new field of information when an activity is assigned/created, however this new field is not part of body of the task reminder notification e-mail that is generated by
Access to files uploaded in CRM as attachments
Is it possible to view in one place all the files uploaded as attachments in the CRM? Sorted alphabetically or in one or another way in catalogs? In the integrated Documents function or in the separate Documents application. It would be very convenient
Kaizen#135 : Third Party Integration using Client Script
Hello everyone ! Welcome back to another enlightening Kaizen post! In this Kaizen post, we'll explore how to invoke a Third-Party API through Client Script. This enables you to seamlessly connect to external services and fetch dynamic data. Stay tuned
Run a Python Script
Hello, I am wanting to create an integration that would take in a PDF file that is attached to a Module within Zoho CRM, gets the data from that PDF, then creates a new PDF based on that data. I am able to do this in python, however, I haven't been able
When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory
In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the
Account suggestions for Leads, record sharing via extensions and more
Hello all, At Zoho, we're constantly working to make our CRM better and improve its mobile functionalities. Over the past few months, we have introduced some exciting new features and enhancements to the Zoho CRM Mobile app. We've included a summary of
Early Access for GraphQL APIs
Hello Developers, Exciting News! We are thrilled to announce that Zoho CRM GraphQL APIs, previously exclusive to our Ultimate Edition customers, are now available for early access for the following Editions too. Enterprise Zoho One Enterprise CRM Plus
[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool
Hello folks! Kiosk Studio, which was in early access, is now available to all customers in all DCs! Kiosk Studio is a no-code customization tool in Zoho CRM. It allows admins to simplify work for their users, customers, and vendors by creating and embedding
Custom fields for a user
Is there an ability to add a custom field to a user object and update it via the API?
How to merge duplicate products?
merge duplicate products
CRM Connector for GMail
Is there a way to reset the time in CRM Connector? The time in mine seems to be 6 hours ahead of the actual time where I am.
How to control phone format display
Hi , Just wondering why different login user can see different phone format. May I know how can I unify the phone format in CRM?
Recurring email weekly - Zoho CRM Workflow
Hi, I would like to ask how can I configure my workflow, I would like to send a weekly email reminder to all my branches work email. I tried the CRM workflow by using the date/time field to based on - this only gives me monthly and yearly option. So I
Folders for CRM Dashboards
Implement ability to create folders to store dashboards within. Example useful for case such as individual sales persons dashboards grouped by year into folders.
Capture Contact Name using email address
We use GMass to send multiple emails. Using Zapier, I am able to create new entries into a custom Module in Zoho CRM - Email Captures. What I need to do now is send the date and campaign ID from the new Module entries from Email Captures to the Contact
DELUGE SYNTAX ERROR - HELP ME FIX FOR CUSTOM FUNCTION ?
Hello there, I am Creating a Button with Custom Function in Deluge Code. Once button is clicked by CRM user, per APi, reach out to our Synthflow platform to send and receive data and to display if Call was successful or not. I keep getting SYNTAX Errors
Kaizen #133 - Deciding on the type of applications: Self-client or Server-based?
Welcome back to the Kaizen series! In this week's post in the Kaizen series, we will discuss self client and server-based clients in Zoho CRM. We will explain these two client types in separate videos, along with their practical application using Java
Kaizen #134 Manipulating Rich Text Field (RTF) using Zoho CRM APIs
Hello everyone! Last week, we discussed Deciding on the type of applications: Self-client or Server-based? This week, we will discuss the Rich Text Field (RTF) and how we can manipulate RTF using Zoho CRM APIs. In this post, What is a Rich Text Field
Rodger's helpful scripting tips #1 - Variable naming convention
Hi everyone. I see many posts about scripting (deluge) issues and automation issues. At our business, we have developed many simple code snippets which I would like to share with you in the hopes that it helps you automate your businesses more to save
Function to dynamically amend Opportunity Name
Good afternoon, We are a property management company and when a prospective tenant (lead) makes an offer on a property, the system will convert the lead to a Contact and an Opportunity. By default the opportunity is named "<TBC> - (First Name Last Name)"
Under a contact emails I would like the "Sent emails from CRM" or an ALL emails option to be the default
Attached is a photo of what im talking about.
Classical View problem for SuperAdmin using Zoho CRM
Suddenly in home tab, selecting classical view shows "Without Permission to see this compenent" . I´m the Super Admin user. Could you help to solve this?
Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
Kaizen #60 - Get Records, Search Records, Query and Bulk Read APIs
Hi everyone.. Welcome back! In this post, we will discuss when to use Get Records, Search Records, Query, and Bulk Read APIs to fetch records. Please note that the information in the article holds true for version 3 of Zoho CRM APIs. Get Records API The
Address autocompletion?
One of the features that's standard in almost every crm i've demo'ed, or previously used, is to have auto completion for addresses using google api or similar as you are typing the address in. This saves both type and acts as a type of address verification.
Correct structure for HQ and office branches please
Hi, I prospect and sell to UK real estate agents - like most medium sized businesses they have a single HQ and multiple branches around the country. All the buying is done through HQ so I have set the address up as the Account. I will have one or more Contacts at the HQ location. I need to enter the addresses of each branch also. I will have one or more Contacts who are Branch Managers so each branch will need a master record to which I attach the Contacts. How do I create a branch record then connect
Bulk updating records in CRM based on FORM responses
Hello all! We want to automate our contact details update form so that the following process can be achieved, in this order: Industry Contact receives email Email contains 8 designations in which their contact details are to be updated User submits form
Multi-line address lines
How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.
Send email to all contacts of an account inside the account register
Hello, I would like to purpose to send email to all the contacts of an account inside its register. I know I can send by sending mass email to the contacts, but inside the account register would be easier! It would be fantastic if you take my idea in
Automate email to vendor
Is there a way to email a vendor when a PO is created or edited? I see I can do this but only to PO owners;s etc.., and I would like to email my vendors when a PO is approved or cancelled automatically. Is this possible?
Send an alert to Vendor when PO is created or edited
I would like to send an email alert to my vendor when a PO is approved or cancelled. I see I can only do this automation to the PO creator, PO owner, or PO owners manager. Is there a way to send it to a vendor instead?
Blank dates appear at end of chronological order
With tasks but I would say it also applied to most items, if something doesn't have a date it usually means it is backlogged or not for immediate attention. However in CRM whenever you display something by date those items without any date appear at the
What will happen if a record is not resubmitted within 60 days after rejection?
What will happen if a record is not resubmitted within 60 days after rejection?
Adding an option to outcome of outgoing call
Is there a way to add an option to the "result outcome of outgoing call" activity? There is not an option to indicate that a message was left.
Client Script : How to populate dynamically an pickuplist
Hi, How can I populate an pickup list dynamically with data from a third-party api. I want my users be able to choose value from a pickuplist which be populated by API. setValue function don't seems to allow lists. Any clue?
Zoho Signals ENTITY_EMAIL_INVALID error
When i trigger a signel from function or api, i get this error. {"signals":[{"code":"ENTITY_EMAIL_INVALID","details":{"api_name":"email"},"message":"There is no entity with given email for which notification could be raised","status":"error"}]} My Code
Workflow which triggers after the date comparison between Today and a date field.
He guys, I have a workflow which executes 2 days before a Date Time field (Departure Date) by sending a Notification Email to a client. So if for example I will add in the Departure Date "May 3, 2024 09:30AM" then at "May 1, 2024 09:30AM" it will send
Add cover page to mail merged document (Writer)
I need to generate a single document from multiple CRM records, so I do a mail merge with a Writer template. Is there any way to automatically give this document a cover page? If you include the cover page in the template, it will of course be repeated
How do I customize the subject field picklist in the Tasks module based on logged in user role?
Hello, We are setting up Picklist options in the subject field in the Tasks module, but due to the volume of different task subjects needed by different departments, we'd like to be able to only display the ones relevant to the logged in user. Is there
Zoho API insert/update custom fields for tasks
Hello, according to the documentation ( custom_fields JSON Object Value of the custom field. Example : {"UDF_CHAR1":"Hello"} ) however, when I try to insert a new task my custom field (in my example UDF_CHAR9) is never filled in. The same happens when
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