How to arrange fields like in the Quote subform, with two fields per row in a single block?
How to arrange fields like in the Quote subform, with two fields per row in a single block?
Dealing with Sub forms
Hello, I need to generate a separate waybill for each line in a multi-line subform. The variable fields will be from the subform and the waybill number which is autogenerated and the rest of the fields will be static. How could I design the format to
Filter with zoho.crm.getRecords or zoho.crm.searchRecords
Good afternoon, I am trying to create a filter using fields within the "Events" module. Is this possible? I am using the following code: zoho.crm.getRecords("Events", 1, 200, ("This is where the query using the field would go")). If this is not possible,
Bug in Rendering Field Label name in Custom Module for Specific User
We have encountered an issue where one of the field names in a custom module is displaying its API name instead of the field label name in the layout. Notably, this issue is only affecting a specific user. Issue Details: Expected Field Name: Invoice Date
"Voice to Text" typing software for Notes within Zoho CRM
So, is there a Ai, or Software that might be Free that could be used to take Voice to Typed Text and then be pasted into Zoho CRM Notes, Comments. Is their Ai to provide spoken instructions to Zoho ?
barcode
we are small business dealing in handicraft products, is it important to have a barcode for us?, if yes then how accepted is barcode from zoho in national markets and what exactly is barcode type and barcode data?
Creating Multiple column in the layout?
Hello I am looking to create 4 column to enter data in the layout. I am able to go maximum upto 2 columns. Can anyone suggest me the options for it. Rajat
Formulas inside a template?
I would like to use a formula inside a quote template. Basic arithmetic. Is this not available with your product? This seems like a really basic function. Since the template cannot go backward and fundamentally change the database of prices and products, what's the harm in allowing me to render the information on the page the way I choose?
Customize the Quote Template using formulas
Hi There, Is it possible to customize the Quote Template with a formula so that when I have the "${Quotes.Grand Total}" field I can do something similar to "${Quotes.Grand Total}*6,3". This is the quote's total, times 6.3 (my customer's local currency
Adding a multi-line field as variable in Zoho Flow
I am trying to set up slack notifications for one of our custom modules and want to create it so that it includes 'Notes' [a multi-line field] in the slack notification message. The 'Notes' field isn't showing up as a variable I can include though...
Extension pointers for integrating Zoho CRM with Zoho products #8: Upload and manage Zoho Workdrive folders and files from within Zoho CRM
Keeping records on your customers and business prospects is essential for tracking data, conducting follow-ups, and running a business smoothly. When you use two separate applications, and store relevant data in each, checking and tracking data becomes
Call Duration
Wonder if you can help me, I am trying to create a dashboard component for the calls module but instead of seconds I want minutes, Ive created a custom field called Total_Minutes, is there the ability to create a custom function that works this out from
How to stop e-mail workflow once a specific lead status is selected ?
Hi, I want to add a feature to stop sending customers our workflow e-mails once a lead status is changed to "booked", so that they do not receive our sales emails anymore upon course booking. How can I do that ?
Make certain subform entries read only
Hi all I need to make specific entries on a subform to be read only for portal users. Ive added a field to my subform called 'read only' which is a picklist with the values of Yes and No. Ive set this field to be hidden as its only to be used in the function
One-click WhatsApp and Zoho Integration
Hello there! I'm Aizhan from the TimelinesAI team. Our Native Zoho and WhatsApp integration, designed to streamline your communication and productivity. With this integration, you can effortlessly sync contacts and messages from WhatsApp directly into
Adding 'Created Date' to email template without the timestamp
Good Day All, Optimizing my workflow here. I figured out how to add the Leads first name ${Leads.First Name} I need to add the 'Created Day' to my template. Also - is there a legend as to syntaxes for adding the Lead Fields into template such as above?
Zoho CRM WhatsApp - Phone-push messages, Autoresponse and workflow
Good day community and Zoho CRM devs, I would like to know if the following features can be added to Business Messaging (WhatsApp) feature on Zoho CRM. I constantly find myself frustrated with the lack of notification when getting replies on workflow-sent
Client Portal Multi Language Field Label
There was a field named [End Account Website] at custom module. I changed the field name to [End Customer Website], but the field label is displayed differently in different languages.
Canvas Broken/Gone
I've been using a custom Canvas on my Account and Contact pages for over 2 years, and haven't even changed then in that time, but as of this morning, none of them work. Any account or contact I click on only opens a black page (save for the footer where
SSL Exception When Querying REST API
We use functions to query regional data from GIS REST APIs. We're having an issue with one REST API that appears to be a problem within ZOHO, as I'm not having an issue querying the API in Postman or via the built in query tool. // test coords lon = "-84.29118695502028";
Question: Accounts owner notified when Lead owner convert to contact.
Hi, Let's say you have a Lead named Lead L, working for Company A. Lead owner is User 1. Company A already exists as Account. Account owner is User 2. When User 1 converts its Lead L to a contact, User 2 gets notified that a Lead has been converted to
Please allow us to hide the Google Adwords section on Contacts and Leads
Hi there, We recently integrated Zoho CRM with Google Ads using the built-in extension. This adds about 10-15 fields to the contact and leads module. Our users do not need to see these fields. It just clutters the screen up. Please allow us to hide this
No Support for DIGEST or CRAM MD5 SMTP Authentication Methods
I have discovered in CRM when configuring the IMAP email integration, Zoho only supports the PLAIN or LOGIN smtp authentication methods when communicating with any email server. We know this because during communication the zoho server asks for capabilities
FAQs on Assignment rules - Post your questions
Dear All, Greetings! Assignment rules benefit organizations with effortless queue management capabilities. To bring more clarity on assignment rules, we are constantly publishing FAQs in our knowledge base. To ease the navigation across these FAQs further,
Our Few Leads Are not uploading from our Facebook ad account to CRM
Our Few Leads Are not uploading from our Facebook ad account to CRM Could you please help us out with it?
Empower your workflows with Actions by Zoho Flow–now available for Standard and Professional editions
Enhance automation and collaboration across your favorite apps directly within Zoho CRM Dear users, We're thrilled to announce the expansion of Actions by Zoho Flow, previously available only to our Enterprise and Ultimate editions, to our Standard and
Custom multi-lookup field not available as an option in the Business Card view
Hello! A custom field "Subsidiaries" is not showing up as an option to add to the business card layout. We have only four of the five fields selected, and other custom fields are available. "Subsidiaries" is a multi-lookup field and the only one we have.
[URGENT] Response of getRelatedRecords API is In-Consistent
Hi Team, I often face issue with the code due to the inconsistence in the response in "getRelatedRecords" API. Refer to the below image's highlighted text. "Created Time" not in a sequence. This happens often. Sometimes it shows results as "latest to
When entering the company's domain in the "search" field, the Lead with that domain is not found, even though it actually exists.
Good day! We, as Zoho CRM users, have encountered an issue with the system's functionality: During operation, all users have detected a problem with the search for the Lead entity when entering the company's domain in the search field. In other words,
Changing an email subject in active cadence
Hi, I have started a candence that sends email template. As it is active, I notice that email subject should be changed. Situation is that some emails are already sent, with "wrong" subject. And for other email sending is scheduled and not yet executed.
Users are able to view other users' Meeting records despite access being set on 'Private' with no Data Sharing Rule
Hey there, we installed the Microsoft Office 365 - Meetings App few weeks ago and it seems to be working pretty well. However, what I noticed is users can view other users' Meeting records originating from Outlook events in CRM, despite the fact that
{"error":"invalid_client"} - postman error
When I run a POST request on postman using the form-data option to pass the body parameters, I am able to successfully retrieve the auth token. But when I use the raw option and enter the body parameters as a JSON object, I receive the following error: {"error":"invalid_client"} Please help! Thanks
Having multiple blueprint/workflow inside a blueprint
I am currently designing a Blueprint in Case Module inside Zoho CRM. Each case has documents(multiple number and varied from case to case) and these documents will have their own blueprint (they go through stages like document translation, document verification,
Add a new user
I need to add a new user. I only have 13 active users currently. Each time I try to add the red box appears telling me that I can only have 14 users. I know this, I only have 13, I should be able to add an additional
Custom fields not transferred from Sales Order subform to Invoice Subform
Hi Team, I have created a custom field in both Sales order and Invoice Subform. On create of Invoice from Sales order module using the related list, the data in the custom field is not getting transferred into the invoice subform where as all the other
creating a history record with a custom field
is it possible to create a history of changes to a particular custom field?
Improved Filtering and Tagging options for Notes
We rely on the notes section across several modules and would love to have some more options in filtering, grouping, and tagging notes. We would like to be able to filter notes differently on a contact or deal and have that choice stay on that record
Kaizen #146 - Assigning values to different field types using Zoho CRM SDKs - Part IV
Welcome to another Kaizen week! In our ongoing effort to enhance your Zoho CRM integration skills, we have been exploring various field types and demonstrating how to manage them using our different SDKs. So far, we have covered the Java, PHP, and Python
How to send email with invoice PDF attachement in Zoho CRM Deluge?
// I am creating the invoice here response = zoho.crm.createRecord("Invoices",values); // trying to get the PDF version fileUrl = "https://www.zohoapis.eu/crm/v3/invoices/" + response.get("id") + "/pdf"; invoiceFile = invokeUrl(fileUrl,"GET").toFile("Test.html");
Formulas don't auto update?
Hi, I am currently trying to set up a days in stock field for my products so that i know when to reduce my prices. I have managed to create the formula and is tracking the no. of days i have the product in stock from when the record is created, the problem is i have to manually edit each record before the rule will run and update days in stock. Is there a way to automate this?
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