Two-Factor Authentication for Vertical CRM
Gov't regulations are forcing clients to use two-part authentication. How do I turn on two-factor authentication form my vCRM? How do I force clients to do the same, if possible? KevinVariables Limit Testing App
Hi, I am testing some functionalities with a Sigma app, and everything works on my local sandbox but when I try to install it on a test account, I am getting the following error. I would like to know if there is a better way to debug this and identifySigma extension in Zoho Native CRM App
Hi, I would like to know, if there is any way that we can include a widget or extension that we have developed in Zoho Sigma, in the native Zoho CRM App. If this is not possible, there are other ways to develop extensions for this App? Or do we have toNot able to debug the issue that happens in the workflow function.
Hi Team, I am trying to connect an application to send an Whatsapp message, it is working fine in the other modules, but it is not working in the workflow function. I am not able to see the payload details also to debug the issue, so It would be gratefulClient Script + widgets on developer platform
Hi, It would be priceless to enable the features mentioned in the title in the developer platform for vertical CRM solutions. Is there any plan/eta to release?api developer account error
Hi, We try to use api at developer account Appropriate scopes are present: https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.modules.products.READ,ZohoCRM.modules.contacts.READ,ZohoCRM.modules.deals.READ,ZohoCRM.modules.deals.UPDATE,ZohoCRM.settings.layouts.READ,ZohoCRM.settings.pipeline.READ,ZohoCRM.notifications.ALL,ZohoCRM.users.READ,ZohoCRM.org.READ,ZohoCRM.composite_requests.CUSTOM&client_id=XXXX&response_type=code&access_type=offline&redirect_uri=XXXDate trigger for Workflow
I have a vCRM with a "Due Date" field. I am creating a workflow that updates a Service Status to "Late" when the due date is reached. However there seems to be a "Recur" option that is confusing me. Does this mean that after the initial trigger, it willBasic questions about creating a vertical crm
I'm brand new to this and have a few questions: I want to use the vertical i am building for myself to test it and use it in my day to day, so i can refine it. If the app is not published is this possible outside of a sandbox which would no be ideal forVertical CRM Developer / Consultant
I am looking for some help wrapping up our CRM. Please reach out only if you have experience implementing a Vertical CRM....in particular Sales Signals and url Navigation from iframes or widgets within the vertical CRM. Also, looking for some basic consultationIs Mobile App Available for Vertical CRM?
We are trying to build a vertical CRM and potential client asked this question. Anyone have Mobile App functionality for their Vertical CRM?Javascript EmbedApp SDK - Functions
Hi, I would like to know if it is possible and how we can use CRM FUNCTIONS that are not marked as REST API using the JavaScript SDK, currently, the solution that is in the documentation only works for REST API FUNCTIONS. However, we have some concernsZoho Sigma and Catalyst IPs for Whitelist
Hi there, We are developing a series of integrations between Zoho CRM and Zoho Desk with an on-premises system for a customer and they have firewall rules to access their server, so they are requesting the list of IPs addresses for our backend calls,Is zoho developer custom solutions platform available at the moment?
Greetings I've read the zoho developer custom solutions documentation in length and i've found this statement: "Due to an overwhelming number of signups, the Custom Solutions beta is temporarily closed for new signups from 19th June 2020. However, existingUsing COQL with JS SDK
Hi, Is it possible to use COQL functionality available in the v2 API with the JS SDK for embedded applications? Thanks, ConanFiltering Sync in vCRM and Inventory Integration
I have a vertical CRM with Inventory Integration. In inventory, there is all the products my clients purchase, including items they don't resell. In the vCRM whenever they create a Quote and add a product, ALL the items in zInventory show up on the listSpecify Connector API with query params using zoho.crm.invokeConnector('name', <map of params>)
Can't pass data to the Connector API. Writing Related List for my Extension and can't access 'id' and 'key' params in Connector's API: m = map(); m.put("id", lead_id); m.put("key", "lead_id"); resp = zoho.crm.invokeConnector("myconnector.mycall", m); How do I can now access to the map 'm' data in Specify the URL field in my Connector API and than use as query params for GET request. See attached screenshot. Thanks!View As option
It is really difficult to set up permissions for clients, especially as admin because we can't see the results of setting changes. It would be great if there was a setting where we can "view as" different roles. Currently when I troubleshoot a permissionsAdd a button to a related list in CRM
There is an existing relationship between Deals and Quotes that is built into zoho crm. We have made a button in sigma that will create a sales order and launch the associated creator app with the id of the new sales order. This is visible from the QuoteIMAP Discontinued for Outlook365
I was trying to set up email in my clients vCRM and was getting authentication errors. Apparently, Microsoft is no longer going to support IMAP basic authentication. When working with my clients ISP, we were able to get IMAP enabled again...and the setupField no longer used counting towards look up quota
Hello! I am having an issue with the lookup field limits. My vertical app is published, but as I improve and make changes I am running into issues. Specifically with the lookup field limits. SCENARIO: I have a module called CARs. I have used all fiveCompany numbers in org settings
Unless I’m missing something i can not find an option to add fields to the company details section, in our industry we have authorisations Like ICO, FCA & Company no that are required to be on invoices and emails. I would make sense to have this storedModule and Field Permssion
I have an issue that keeps coming up in my vCRM. I imagine the same issue is in the standard CRM as well. I have a module called CARs, that has a drop down list to select an Account. I want the users who have access to this CAR module to be able toDeleting a Sigma Extension
Is there a way to delete an extension from within the Zoho Sigma environment? I can't seem to find a button to do it anywhere? ThanksDocument Templates
Hello all I am working on creating some standard templates for my Vert CRM. I noticed there are only email templates and a few other "Inventory" templates that are locked. After a bit of looking around I see the Mail Merge feature is not available -Updates not deployed for trial users
I am testing out my Vertical App with my production instance. I made some changes and proceeded to perform an upgrade. I received an error that user account exceeded the allowed amount of custom fields. I can only assume this is because they (me)Adjusting zInventory for Non-Sales Items through Vertical zCRM
I am using zInventory with my Vertical CRM. I need to track inventory, not just for saleable goods but also the inventory of maintenance parts/tooling that will be used only in house. So not really a good or a service. So my questions is two-fold. 1.Success Notification
I have a few workflows that include automatically creating records in other modules. The functions work in the background, but there is no confirmation to the user that anything happened. USE CASE: Client issues a CASE. If the client selects "IssueImporting Records Into Vertical App
Hello... My clients will need to import records into my vertical app. For example, they have 150 employees and will need to import them into the system. There are fields that are custom lookup fields that are not importing. In doing research, I believeDate-based Workflow After Date is Updated
Hello! If I have a date-based workflow, and the date is updated after initial trigger, does (or can) the workflow be triggered again? USE CASE: Each piece of equipment has three important dates: Last Maintenance Date: Maintenance Interval in Days: NextWorkaround - Workflow based on formula Date field
Hello everyone! Has anyone created a workaround for triggering a workflow based on a calculated date field? USE CASE: For each piece of equipment a Next Maintenance Date is calculated based on adding Last Maintenance Date and Maintenance Interval Days.Copy date from one module to another
Hello! I have been researching this for a bit and each scenario I find seems to be just enough different from what I'm looking for to confuse me. I'm looking for a simple function that I will need again in the future so I want to learn how to write itTrigger for Autonumber script
I have a auto-number field that I want to populate only when a checkbox is selected. USE CASE: Customer files a complaint and want to return goods. All complaints are logged, but not all goods are authorized for a return. So I have a checkbox (calledCreating a Task that Repeats with Reminders via API (or deluge integration)
Hello, I've been using the API to create tasks with reminders for a couple of years now and am familiar with the required structure of the 'Remind_At' property. I am now trying to create a series of repeating Tasks and I would like the tasks to have remindersQuotes Module Missing
The Quotes Module is now missing from my Vertical CRM development console and sandbox. I am getting a bit concerned as this is the third time for me contacting support because modules were randomly missing from my app. Has anyone figure out why thisNeed Inspiration RE: Updating Inventory Values
I've created a module for the maintenance department to create workorders. There is a subform in this module that lists the parts that are used in the process of carrying out the work order. So we have a MAINTENANCE WORK ORDERS module, and a PARTS module.How to generate oauth token without the need of a user login?
I am trying to create a client-side application that lets a user view tickets from my account. Is there a way to generate a grant token or access token without the user entering my login credentials? Basically, I want them to be able to open my applicationExternal ID in Zoho CRM
Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this needAutonumber on demand
I have a field that I want to use an autonumber for....but not all the time. USE CASE: In the cases module I created an option to allow the customer to return defective product. When this is authorized (I have a checkbox), a Return Material AuthorizationMissing modules
I am missing some module that documentation states should be included in our Vertical CRMs. The modules that are included are listed here: https://www.zoho.com/developer/help/build-vertical-crm/customization/standard-fields.html However, in my consoleRelated List Question
I have a questions regarding the level of Related Lists. Use Case Example: If I have a SKILLS LIBRARY module, a COURSES module and a STUDENT module. The STUDENT and COURSES library are linked together with a linking module. So...when a course is deliveredNext Page
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Zoho Developer Community Monthly Digest - March 2024
Hello everyone, In this digest, we've brought you a roundup of the highlights, community discussions, resources, and updates from March to keep you in the loop. Let's get right to it! March Highlights Zoho Developer Hangout 13 Zoho CRM offers flexibilityAnnouncing Zoho Developer Community Bootcamps in India | Zoho Extensions
Hello everyone, We're excited to announce a line-up of Zoho Developer Community Bootcamps in India. These bootcamps focus on empowering developers of all skill levels to learn and build extensions for Zoho products and potentially monetize them by listingZoho Developer Community Monthly Digest - February 2024
Hello everyone! We're thrilled to share the highlights from February, including our recent in-person Bootcamp and exciting news about our growing extension library. Don't miss out on upcoming events, insightful resources and community discussions. Let'sZoho Developer Community Monthly Digest - January 2024
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