Closing an Event
It appears that an Event cannot be marked as closed, but can only be edited or deleted. Is that correct, and if so why? I like to keep track of my completed meetings, so would nice to see all such meetings in the Closed section. David Shalev | Chief Revenue
How to automatically update email field based on user field
I want to be able to automatically fill up the section Sales support email based on the sales user that is selected So what ive done is stored the sales support email inside of the user that the one of my sales person uses. I want to know whether this
how to get access all leads from zoho crm
i want api code or documention to get all zoho crm leads , insert and update using api code
two accounts
Hello, I have 2 companies . Now I use zoho products for one company Vip communication SNC. Questions is : How I can use zoho for two companies from one admin panel but pay for zoho for 2 different invoice ? Thanks
API error code "NO_CRM_ACCOUNT"
Can anyone tell me what this error code means? { "code": "NO_CRM_ACCOUNT", "details": {}, "message": "The token does not bind to any CRM account. Generate new organization specific token.", "status": "error" } I can't find any information on what may
The token does not bind to any CRM account. Generate new organization specific token.
Started getting the error today. Refreshing the token doesn't help. {"code":"NO_CRM_ACCOUNT","details":{},"message":"The token does not bind to any CRM account. Generate new organization specific token.","status":"error"}
The token does not bind to any CRM account
I have created a sandbox and I am trying to push products and the thing is that for Production everything is working but in the sandbox {"code":"NO_CRM_ACCOUNT","details":{},"message":"The token does not bind to any CRM account. Generate new organization
How to disable Quick Edit for a subform
Is there a way to disable quick edit on a subform? I tried to disable quick edit on a subform with ClientScript, but I was unable to set it to read-only with the code below. let fields = ZDK.Page.getField('Quoted_Items'); field.setReadOnly(true); log:
How to get backend URL
Hi there, I was wondering how i can get the backend URL for the code below: response = invokeurl [ url :BACKEND_URL + "/purchase-orders/generate/excel/" + purchaseOrderId type :GET connection:"backend" ]; return response;
Account to Account Multi-Select Lookup
I must associate one account with many other accounts without making them member accounts. However, when I go to make a multi-select lookup, accounts aren't an option. How do I do this?
COQL or deluge API, how to get the total count that match criteria?
This is a simple count, but given the 200 record limit, and the fact that I don't need any of the results, just the count, why do I have to page through and perform such an expensive operation. The following shows how I successfully used deluge and COQL
can you set a pick list and allow for multiple selections
I want to create a pick list of possible trade shows a customer would attend and select ALL that apply so we can contact them around the time of each trade show. Is there a way to create a pick list where multiple items/choices can be selected and shown
How to mass delete notes?
Is it possible to mass delete for example all the notes created before a certain date? It would be very useful
ZoHo CRM add images to Sales Order PDF template
I would like to add images from a Sales Order to the PDF that is sent to customers via E-mail. Is this possible? I know I can add images to the template. But it needs to be loaded from the Sales Order module. We have a custom image field there and that
How to Automatically add a related deal to logged calls
Update: I put updated working code at the bottom of the post In my crm I always have a deal for every contact. I usually am referencing the deal and rarely the contact. So if there isn't a log called in the deal module i usually miss it. That wasn't too
Add Custom Task Fields in Cadence Task Creation (Without Setting Them as Mandatory)
Dear Zoho Team, I hope you are well. We would like to request an enhancement to the task creation process within Zoho CRM Cadences. Currently, when creating a task as part of a cadence, only the default task fields and those set as mandatory in the task
Create a new ticket in Desk from CRM
I want to Create a new ticket in Desk when Stage is set to On-boarding in CRM and don't know the best way to do it. First I created a Rule that will call createOnboardingTicket_Test Then in the function I use this with my actual Organisation ID as ORGID
Introducing call transcription and intelligence
Dear All, We're thrilled to introduce Call Transcription and Call Intelligence—new features under Zia. You can now get transcribed audio recordings of your phone conversations, and together with Zia's intelligent analysis, you can derive call-related
How to create a system to track the order quantity of goods, showing how many have already been issued in delivery orders (DO) and how many are still pending for delivery.
I want to be able to create a system that tracks the order quantity of goods, showing how many have already been issued in delivery orders (DO) and how many are still pending for delivery. An example of what Im looking for: under sales order module below
Ability to Open a Zoho Desk Ticket from Zoho CRM Cadence
Dear Zoho Team, I hope you are doing well. We would like to request an enhancement to the Cadence feature in Zoho CRM. Currently, when creating a Cadence, we can select actions such as sending an email, creating a task, or logging a phone call. We would
Revenue this month
Why revenue this month doesn't show information but Revenue by user gives the information?
Clone a Deal when I change the stage to Closed Won
Hi There, We want to automate cloning a deal when the stage is changed to closed won - this is because all our deals will have a renewal in 12mths so we generate another deal with a closing date of 12mths hence. We have tried to use workflows or layout
Blurry images when exported into excel
Hi there, I have an issue with some photos being blurry when exported to excel. Is there anyway to fix this?
Zoho CRM says "invalid data. Check the input for Who_Id and try again."
What is Who_ID? Is it the OWNER or the LEAD or something else? I'm trying to add a Call module entry to a Lead in CRM.
Can't connect to the API
I'm very familiar with API integration / coding / etc. But I seem to be unable to get past the first step of connecting to the Zoho API. I believe I've taken the necessary steps as per: https://www.zoho.com/accounts/protocol/oauth/self-client/authorization-code-flow.html
Does Zoho CRM support Arabic Language yet or not?
Does Zoho CRM support Arabic Language yet or not? i want to use zoho crm but i need An Arabic version is there are an Arabic version ? Moderation Update: I'm locking this post as the solution for this requirement has been provided.
Client Script - Simple popup if a field is not filled
Hi, should be simple but I'm quite a beginner at script : I have a field that I don't want to make mandatory, but I would really like to encourage employees to fill. My goal is to show them a popup when they save a contact (initial save + all the saves
CRM Blueprint Transition "After" Actions: What will be executed first?
Hello, so I defined a Blueprint to rule our Leads management and qualification process. Everything is looking good and all stages were covered, I just have a concern with a transition and its After actions: After a lead is qualified, I need to change
Scheduled email report in CRM
I would like the ability to create a report of emails which are scheduled to be sent. Ideally I would also like to see the date and time these emails are scheduled to be sent. It is already possible to crate a report of emails sent so I don't think this
Email automation
Once a person opens the email, they don't receive subsequent communication or they click on the coupon code they don't receive it again. Is it possible in Zoho CRM?
How to add Account Type field to Contacts
I've seen a few topics on this but none explained it well enough for me. I want to filter Contacts by the Account Type. To do this you will need to create a function and then associate the function with a workflow. I found this post with a function
Creating Group Head - Family Member relationship structure for insurance business
Hi, I am trying on my own to implement Zoho CRM for my small insurance business with individual families mostly as our clientele. In my business scenario, we have Family groups - Group Head (Head of family usually) and related Family Members. e.g.:- Clients
Can I change the HOME CURRENCY?
Official page says "The home currency can only be specified when the multi-currency feature is activated and it cannot be changed once it is set." Do I have any other way to change? I am at the very beginning stage doing the data migration still. If it
Meeting invitation request
Outlook send invitation for meeting request. Can Zoho do the same when I use Zoho CRM (new event) with a particular contact (prospect, lead, client) ? My client received my html invitation but could not answered and transfered it automatically in is outlook. Thanks
Pointing at fiels salutations, being part of 'First Name'
Using formula fields I would like to get the following output based on the value of Salutation of 'First Name'. The field 'First Name' seems to have two vales, the salutation (Mr, Ms, Dr., ...) and the actual string first name. Please see attached file.
Zoho Books & Zoho CRM integration - Automatically create estimates in books for specific quotations in zoho CRM
Hi there, at my organisation we are struggling with the amount of estimates being created by sales people, and we would like only specific ones to be created (those that are progressing to be invoices .... etc). We are on a Zoho One subscription, so I
My Jobs Module
Is it possible to customize fields to show within the My Jobs Module?
Possible to clone Deals module/restrict visibility of Deals records belonging to a certain pipeline?
I am looking into using the Deals functionality for my business needs and can see how it could be used, but my stakeholders have a requirement that the Deals records from a certain pipeline should only be visible to certain departments in the organisation.
Add Built-in Option to Open a Zoho Desk Ticket via Workflow in Zoho CRM
Dear Zoho Team, I hope you're doing well. We would like to request an enhancement to the Workflow functionality in Zoho CRM. Currently, the only way to open a Zoho Desk ticket from a CRM workflow is by using a custom function. However, opening Desk tickets
Zoho CRM Custom Fields and the API not showing - Using make.com etc
Hi, I've successfully connected fillout.com (a form tool) with Zoho CRM using make.com and can insert leads into the default standard fields. However, my custom fields in leads aren't showing up on make.com. Upon research, I found "external fields" that
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