how to get the values from multipicklist field and check the field the have particular value selected in if condidition using client script
how to get the values from multipicklist field and check the field the have particular value selected in if condidition using client script. Data base region contain saudi means make all the address field mandatory .The code i have used not working Fine
Field to count linked Products in Custom Module where record status is "Active".
So, I'm having issues with this custom function. I'm trying to update a field each day, that counts active Virtual Products. I have a custom module called Agreement History where records for each service agreement are stored. In each of these records,
False Positive Responses When Creating Leads via API
I’ve integrated my website with Zoho CRM to create Leads when new accounts are registered. However, some users aren’t being created as Leads, even though the API returns a success response. I added error logging, but these missing Leads don’t appear in
How to upload an image as a background in a Zoho CRM template
HI I cant upload an image as a background in in the Zoho CRM Template, under background is only possible to change the color.
Can't add Zoho learn custom portal get users OAuth Scope
Hey I'm trying to create a connection from my CRM to Zoho Learn and use it to get the users of a custom portal in zoho learn. The OAuth scope required in the zoho learn api documentation https://www.zoho.com/learn/api/get-custom-portal-users.html doens't
Button to attach Mail Merge PDF into deal Attachments as
Hello I am trying to create a button inside Zoho One Deals that will take a per made Mail Merge template and attach that template as a PDF in the attachment of that deal. This is the deluge script I got from Chat GPT and it does not work does anyone know
Zoho CRM Email Templates Stopped Working
Templates do not load for viewing or editing. Also sending email with API using a templates, results in an error.
update Deals Stage/Pipeline if zoho forms filled out
Hello, I'm having a problem at the moment and would like to ask for your help. in the lead status “pre-qualification” i send an email through the blueprint with a zoho-forms form that the recipient has to fill out. it is then also converted to contact+deal.
how I can delete user retired?
Hi many users leave our company, they are linked to our organization dopla srl. I want delete them but in the user profile I read that user must ask to administrator, but I don't know where I can delete them. thank you
Custom Button in Zoho CRM
Hello there, Is creating a button based on a URL field in the Contacts module possible? If possible, we wish the button to be beside the "Send Email" button. Looking forward to hearing from you. Best regards, Joel
Suggesting enhance for criteria based data-sharing rules
I suggest that, for user fields, the logged-user system variable could be used. This would allow the user, for example, to access records in which he/she is mentioned in a specific field, other than the owner. Thanks! Eduardo
Get Time
I have a date/time field in CRM. I'm trying to use deluge to extract just the Date, just the Time, and just the AM/PM designation. I cannot for the life of me get this to work... I've looked through all the deluge documentation but nothing seems to work...
Beyond months: Zoho CRM now supports custom fiscal year formats
Hello (again) folks ! You can now set your CRM's fiscal year to follow the 4-5-4 calendar and other widely used 52-week fiscal year formats. Why this change? As you know, the fiscal year of an organization may not coincide with the Gregorian calendar
the original LEAD STATUS picklist with “open”, “not qualified” and “junk” vs. own pick list
hello, I have built a blueprint for lead processing, but used a separate “lead status field” for this. Now I have noticed that the zoho original “lead status” field in the pick list properties still has “open” and “not qualified” and “junk” as status.
Waterfall component in Zoho CRM: Visualize how individual contributions build the result
Dear Customers, We recently introduced three new chart types — Sankey, Treemap, Cluster and Butterfly — to offer you fresh ways to visualize your CRM data and gain new perspectives. In line with that, we’re excited to bring you a new component—Waterfall
CRM is shutdown again
Hi All client script is down. and unable to export any PDF from CRM. I try to upload a screenshot in this topic but fail. Thank you.
Visualize your data with a new set of charts: Treemap, Butterfly, Sankey, and Cluster charts in Zoho CRM
Dear customers, When it comes to analytics, it's not just about the numbers; it's about understanding the story behind them. With that philosophy in mind, we’re excited to introduce a line of representations to the existing array of chart types in Zoho
Boost collaboration in your sales process with Team Selling and Deal revenue's Split—empowering your Zoho CRM for smarter teamwork!
This feature has been released for a majority of users in all DCs. It will be released in a phased manner for the remaining users. Hello everyone, As you may all know, closing a deal is rarely a one-person effort. It often involves multiple teams - from
One Event, multiple Contacts
There have been many postings over the years about including multiple Contacts on one Event. Example - one lunch meeting with 3 Contacts - the Prospect, a Consultant and an Analyst. And having the Event appear on all 3 Contacts' Completed Activities.
Facing issue in getting data through api calls
I have send data of users and want to get the data oof users but facing issue with one field for that I want help
Call Transcription: Zia and RingCentral
Can I use telephony integration with RingCentral for call transcription/recording? In my CRM Setup > Zia > Communication > Call Transcription, if I try to enable it, it gives a warning "Please set up a telephony integration and then enable call recording
Mass replace picklist value
I need to rename picklist option from "Option 1" to "Option 5". The value "Option 1" is set in about 1000 records in my CRM module. I am also using the that picklist in Reports and Workflows extensively. should I: A/ rename the option value and its reference
Tip #1: Grouping (Filtering) records in the CRM mobile app
Option 1:Grouping and sorting the records. When you are into sales, there is never enough time for you to check each and every record's status manually and then contact them. If you are en-route to customer's place, you can make use of the travel time
Querying COQL Multi-Select field
Hello, I added to the Price_Books module 2 simple multi-select fields: Countries and Devices, and a few other fields. I tried the following COQL queries: select id,Price_Book_Name,Active,Countries,Devices,Link,Created_Time from Price_Books where Countries
Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,
old invoices (Exchange rate)
We have been facing an issue and searching for a solution for over a month. Issue: Previously, the exchange rate in Zoho Books and Zoho CRM was incorrect, and invoices were being recorded in Zoho CRM with the wrong exchange rate. After adjusting the exchange
Kaizen #183 - COQL API's Enhancements in Zoho CRM API Version 7
Hello everybody! Welcome back to another post in our Kaizen series. In this post, we will discuss the latest COQL API enhancements introduced in Zoho CRM Version 7. COQL API Query API lets you query for records based on queries using the CRM Object Query
How to stop workflow running twice on a record
Hi I have a workflow as below Trigger: Lead record is created/edited - Repeat this workflow whenever a lead is edited is NOT TICKED Condition: When Lead Stage is MQL Action: Reassign Lead, Create Task If the Lead goes into stage MQL, and then it changes
Look up field and show or hide section based upon selection
Hi there, I am looking to show or hide a section within the opportunities module based on the value of the selection in the look-up field. This feature does not seem to be there Is there a workaround, and is this option coming in a future release? Thanks
Custom Module missing SDK function fetchRelatedRecords(...) in a Client Script
Good day, We have added a new module with a Multi-Lookup relation to Contacts. When we tried to use the fetchRelatedRecords(id, related_list_api_name) function to get Related Records it is missing for our new custom module. https://js.zohocdn.com/crm/5124797/documentation/DotSDK/Modules.html
Using lookup field in Formula field
I created the following formula field to get string output based on Lookup field values Lead and Account: if(${Communications.Lead}!='','Lead',if(${Communications.Account}!='','Account','Other')) The syntax seems correct, but I'm still getting an error.
Error sending an email
Hi, I'm trying to send an automated email (receiver is always the same) via Deluge function. It was working perfectly, but yesterday the receiver's mailbox got full and started returning this error: { "data": [ { "code": "NOT_ALLOWED", "details": { "reason":
Sending User-centric reports to all users
I would like to automate an e-mail report to all users that sends them a weekly e-mail listing their open Potentials. I've created a Report that uses the ${CURRENTUSER} criterion and scheduled the report to send to several users, but they all receive
View Reference Values in pick list field not showing
Dears, I want to create a custom field, type "Pick List", to define the language of a Lead. I want a pick list with some options value ("en", "fr", "de", etc.) and I want to display this options with a reference ("English" for "en", "Français" for "fr",
Based onthe multipick list value want to Show in the pick list field
Based onthe multipick list value want to Show in the Single pick list field Database Region is multipick list if it contain Saudi and UAE then region pick list want to show Saudi and UAE Database Region is multipick list if it contain Saudi then region
CRM quotes and sub forms.
Recently upgraded to Enterprise CRM - now some added hopes/questions * In a subform in quotes, if I add a "Percent" field, called Overage for instance. I would expect it to allow me to enter a percent like "10%" and carry the percent forward to formulas
Turn off/Disable Lead Approval
Is there a way to disable the need to approve leads? I thought there was but I can't find any reference to it in help, etc. We don't need an approval process for incoming leads at the moment. Thanks.
Client Script field.setCriteria need the list of possible operators for criteria or the opposite of "equal"
The gist is to just filter the lookup the countries not listed in the multiselect field. I've been using a client script and this time I would like to set this criteria for the lookup: op.setCriteria("((Specialty_Requirement:equals:" + spec + ")and(Countries_Excluded:not_equal:"
CRM Quotes- Delete tasks when status is changed
Hello. We have our quotes setup for approval process. We would like however to delete the tasks that are made when a different quote stage is selected. So when a quote stage is setup for "sent for review" we have the automation process to send out an
web page becomes flickering after being made into WebTab
I create a webtab in Zoho CRM like this it uses this URL below: https://blueraycargo.id/kalkulator-berat-volume/ as you can see, if you open the bare URL then it will have no problem, but after it becomes a WebTab then it is flickering constatly. what
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