Formula field showing number of weekdays between two dates
Can a formula field compare two dates and get the number of "weekdays" between them? I've found the DateComp function, outlined here: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/create-formula-fields#Create_DateTime_Formula_Field
Azure Data Factory to Zoho Connection
Hi all, I'm trying to setup a connection between Azure Data Factory V2 to Zoho in order to update data to our company's Zoho CRM. I'm able to register the client in the API Credentials page within Zoho Accounts and obtain a Client ID + Secret. I've also
More love for multi-select field
Multi-select is great as it allows n:m relations which is often necessary in more complex CRM cases. There is quite a few official constraints and I wonder if improving these is on the roadmap: - the recently added lookup filter not available for multi-select:
deactivate a user - what about their leads?
When I deactivate a user what happens to the leads assigned to them?
Option to clone section in zoho crm module layout builder
In Zoho CRM module layout builder, cloning a section is not possible. Suppose if want to make two similar sections in a single layout then I have to create a new section from scratch and I can not clone an existing section I know there will be a field
Facing Issue in Zoho CRM Integration
In local machine & docker,the Zoho CRM integration is working fine. While running in AWS Server via AWS ECS EC2 Instances,it is not working. Also, i have pinged and check the Zoho CRM site - it's pinging. Please help to sort out this issue, its blocking
How to send Email Notification by Contact Language
Hello Community, In our organisation we help people from different parts of the world and thus most of our resources and communications are in 2 to 3 different languages. This has created a higher degree of complexity and there are some key tools that
CRM feature request : possibility to add custom user field in Meetings/Activities
Hello, We have this request that has been transmitted by multiple clients. In CRM / Activities / and more specifically on Meetings, we cannot add User type fields. Use case : The meeting is planned by a presales person for the sales representative, but
undo convert?
I mistakenly converted a lead to an account. How do I change it back to a lead?
Chart your path to Zoho CRM success: Classroom training now open in multiple US cities
Greetings from the Training and Certification team! As you turn to a new page on your calendar, it's time to look ahead to new opportunities. We're excited to present another fantastic set of trainings to wrap up this year. Our fall courses promise to
How to use Campaigns as Seasons - Fashion Business
Hi there, we are running a fashion sales business. It's common in this business to work with Seasons. We sell collections of brands to Clients (B2B) within four seasons per year. These seasons don't correlate with quarters! I was thinking to use Campaigns
Using coql with Deals module
Hi, I am getting an error: Status: error Code: INVALID_QUERY Details column_name: Pipeline Message: column given seems to be invalid Every other field in Deals module work just fine. What could be the problem here?
Idea - Zoho CRM Workflow trigger for when the number of a Record's assigned Relate List Records changes.
To explain the Idea, I will describe my issue with an example: We have two modules in Zoho CRM: Module A and Module B. Module B is a "Related List" when viewed from Module A. Essentially, multiple records from Module B can be linked to a single record
Are you my Client Script wizard?
Hi Zoho Community! <3 I hope someone can help me with a JS-problem in a Client Script. I've been spending days on this, getting no where. I've tried ChatGPT, asked around in my network, nothing - so you guys are my last resort. And the thing is: It should
Client Script Error reason
May I know what's the error of my Client script. It suddly become wrong since today... It had worked few weeks
Composite emails related list
I have transactional emails across multiple modules defined as actions in workflow rules. I also send emails directly from CRM either as mass email or individual. Such sent emails are visible as related list, e. g. inside a Contact record. Is there a
Creating an Account from Deals
Hi, I am trying to make a function that: Create a new Account from Deals. and make the contact Is_Primary_Contact Associating Record Deal with Account I am using this function. Runs well. It is just missing Associating Record. mp = Map(); mp.put("Account_Name",dealname);
Zoho User Group (ZUG) In-person meetups - APAC
Hello everyone! Our Zoho experts are visiting your city to meet you in person and help boost your organisation's productivity. Come and meet us in your own city or in your nearest city! Find our schedule below. Register for the meetup in your city now.
Company pre-defined field is not showing up in field mapping
When I convert a lead to a contact the company name is not able to be mapped to the contact. It isn't even in the field mapping list of fields. Should I delete the pre-made field and make a custom one as a work around or does anyone have a clue as to
How can I build this graphic on Zoho CRM?
Hi, let's see if anyone can help me with this, please! I would like to create a report on Zoho CRM with a graphic that shows: - Created records that meets certain criteria shown week by week - A second wave in the graphic that shows those same records,
Limiting Mass Update
Hi everyone! Is it possible to disable the "mass update" functionality on the Accounts list page, or at least limit it to a subset of fields? Thanks in advance!
Unpredictable exception comparing date fields
I have a bit of code that seems so simple in my brain, but is throwing an unpredictable exception (well, technically it is throwing and 'UnPredicable' exception lol). if(invoice.get("Payment_Date") > person.get("Last_Payment_Date") || isNull(person.get("Last_Payment_Date")) = true) { update = zoho.crm.updateRecord("People",personid,{"Last_Payment_Date":invoice.get("Payment_Date")}); } The fields exist, the API names are all correct, the comparison is definitely a date field with a date field.
Transfer data from one module to another
Hi! I'm trying to trandfer data from one field, in one module, to another field in another module. I created an automation to create a new record in the second module when the records are finished in the first module, and the data of some fields in the
Forecast territory disabling
Hello, I am using territories for forecasting and KPI's in Zoho CRM Now with the start of our new year we would like to disable 1 of the trritories as it's not a KPI anymore. How can we disable it for future forecasts without losing al the previous data
Zoho CRM Zoho Calender and task integration
Hi In Zoho crm I want to create a task and have that task booked into a group calendar. Process would be create the task from task module, assign the task to an owner complete task fields including account (I can do all of that) I now want to assign the
Why can't you import "Contact Owner" from Settings > Import?
If you go to a module, say Contacts for example, you can choose Import Contacts from the top. When doing that, it lets you assign contact owners using either the users email address or their user id number (found in the URL of their user screen). You
Kaizen #104 - Bulk Write API using PHP SDK (v5) - Part II
Welcome to another exciting week of Kaizen! This week, we will continue our discussion on Bulk Write API. In last week's post, we covered the features of Bulk Write API, and explained in detail the first two steps involved in using Bulk Write API. Today,
Account number field - Search functionality and input criteria
Hi, I am having a few issues with the default Account Number field in CRM and need help: 1) The Account Number field will not allow alpha numeric account numbers. All of our customers account numbers begin with a letter and we need to be able to enter this into CRM 2) The Account Number field is not searchable. When I search an account number it returns no result. 3) If I create a custom field for the customers account number it will allow me to make it alpha numeric but still won't return
Seeking click-to-call solution for Zoho CRM (in Chrome) when I use my Android phone and Bluetooth ear buds
Greetings, I am a solopreneur that does a lot of follow-up calls. I use Zoho CRM on my Windows 11 laptop. When making multiple calls, I like to keep my hands free as much as possible so I can update Notes etc. Up until a few months ago, I was able to
Detecting Connection timeout
Hi everyone! I'm using ZDK.Apps.CRM.Connections.invoke() to call a connection, how can I tell programmatically if there's a timeout? I've tried using try-catch but it looks like no exception is thrown...?
Zoho CRM: Timezones and Users API
Hello Everyone! As you all know, we have the provision to set a user's time zone in Zoho CRM. Currently, we are displaying all the time zones (both new and old) that add up to roughly 700 time zones. For instance, we have both (GMT 5:30) India Standard Time (Asia/Calcutta) as well as (GMT 5:30) India Standard Time (Asia/Kolkata) on the list. We are trimming down the list of time zones to around 500 valid time zones. For instance, we will have only (GMT 5:30) India Standard Time (Asia/Kolkata) on
How to make round robin pattern using Deluge?
I want to change lead owner to another user when Lead Status is updated. as far as I know, I can’t use Assignment rules if the record has already created. so I think I will use custom function (Deluge) that can be triggered in Workflow rules. but the
Workflow not triggering
Hi I've got a workflow set up to fire an email notification when the accounts submitted field is updated via an API. The workflow only seems to trigger when the date is manually changed but won't do it when the API updates the date? Any suggestions?
Whatsapp Business
HOW CAN WE NOT SEND MESSAGES TO OUR CUSTOMERS VIA WHATSAPP BUSINESS IN ZOHO?
Emails not going thru
Image below I am not getting automated emails from ZOHO CRM to a my inbox anymore. The error below I just noticed today. These emails do however go to other email accounts I have tested with. Not even sure where to begin to fix this
Is it possible to convert regular pick-list to multi-select pick list?
I have a regular drop-down pick-list and we realized that we need this info as a multi-select pick-list. I don't think there is a way to convert from one type to the other, but what is the simplest way of moving the data over? Meaning, whatever value
Issue with Receiving Email Open Notifications for Emails Sent via ZOHO CRM API
Hello, I'm a ZOHO CRM user, and I've been using ZOHO CRM along with the ZOHO CRM API and the curl command to send emails successfully. However, I'm facing an issue with receiving email open notifications. Can you please help me with this? Let me explain
Issue with Receiving Email Open Notifications for Emails Sent via ZOHO CRM API
Hello, I am a user of ZOHO CRM. I have been able to send emails using ZOHO CRM API and the curl command, but I am unable to receive email open notifications. Please assist me with this issue. I will provide a detailed description of the problem I am currently
Mass stage update
I want to update every deal i have that has a stage of X to a stage of Y. After using zoho for a while i realize i have some duplicate/unnecessary stages in the system. What is the best way to go about doing this? If i go to deals and tried to select
What is Forecast Category used for?
When editing a stage there are three options under Forecast Category and I have no idea what should be selected. The options are Pipeline, Closed and Omitted. What are the impacts of selecting either option?
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