We are looking for an experienced Zoho Developer
Hi Everyone! We’re on the lookout for a skilled Zoho Developer with hands-on experience in the Zoho Developer Platform (The Vertical CRM Platform) and if you don't know what that is, then you are not the person we are looking for. You would also need
Using Canvas in Vertical CRM
Hello! Is it possible to use Canvas in the design of Vertical CRM modules? I've been looking around and can't see any reference to it. If not, is that in the pipeline? It would be nice to have our vertical CRM look polished and well designed "out of
Deluge Developer Required
Hi Everyone Our current deluge developer is leaving us and we're looking for another one. If you are an experienced developer, preferably familiar with the Zoho Developer Platform then we'd like to hear from you. If you are interested please post a reply
Important Notice: Gmail Sender Policy Updates and Impacts on Vertical Solutions- Subscriber Accounts
Dear Partners, Google has announced its Email sender guidelines that will be effective from February 1, 2024, intending to enhance security and minimize spam on its platform. This post is to highlight the changes and impacts on the emails sent from our
Other Zoho products supported for Vertical white label resell
Hi, I am currently building a vertical CRM, I currently am a Zoho one users and make use of many great Zoho products within the suite and so understand how these would benefit many companies that might like my vertical offering. I would like to see the
Zapier integration with vCRM
Is zapier integrations available with vCRMS? I was thinking it through and couldn't figure how to direct zapier to my clients instance of vCRM
Zoho Expense Integration with Vertical CRM
Unfortunately, I think I already know the answer, but I have to ask on behalf of my clients. Is there anyway to create Purchase Order Requisitions in Vertical Zoho Books or Vertical Zoho Inventory. I discovered that vCRM does not integrate with Zapier
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? Kevin
Client 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?
Date 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 will
Basic 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 for
Vertical 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 consultation
Is 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?
Filtering 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 list
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 permissions
IMAP 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 setup
Field 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 five
Module 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 to
Document 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 "Issue
Importing 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 believe
Date-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: Next
Workaround - 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 it
Trigger 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 (called
Quotes 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 this
Need 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.
Autonumber 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 Authorization
Missing 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 console
Related 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 delivered
We are looking for an experienced developer
Are there any experienced developers for Zoho Vertical CRM and Deluge in this community? I know this is not a job board but we are having trouble trying to find a good ZVCRM developer. If anyone here can help if you are a developer or who can introduce
How to generate revenue by creating a Vertical CRM on Zoho Platform
Hi Team, I want to build a vertical crm on Zoho Platform. I want to understand how can I sell my vertical CRM to my client as whitelabel means totally my brand without any zoho awareness. How can I rebrand and launch under my brand? How can I set my pricing?
General Question: What do ZGID and ZUID mean and what is the differences between them?
By The Grace of G-d. Hi, How are you guys? First of all, Thank you for all your continues help in building our verticals! Your help, guidance, support and your open mind to hear our feature requests and ideas are very much appreciated! I Have a general
Changing App Name?
I just starting building my CRM and called it a very generic name, for now. May I change the name of the app later?
Mapping varibles to custom function in vertical CRM
Hi, How can i map variables when creating a workflow related custom functions in the vCRM Console? I Dont see any option. Thanks for your help!
Request Access to Customer Vertical CRM
When we Request Access to customer's Vertical CRM company. Get an email, but can't seem to connect, just trying to figure out how to gain access to multiple Vertical CRM customers when they request help/customization.
How to Build Widgets in Zoho Developer
In last week's post, you were introduced to widgets. Today we'll look at how to build them. The sample, "HelloWorld" (refer below), that we'll be using here is a related list widget. This related list will display the API response for user and record information of a particular record in your CRM's Leads module. For detailed steps on how to build a widget, go here, where the following will be covered: Step-by-step procedure for building a widget Hosting a widget both externally and internally Testing
Zoho Creator Apps in Vertical CRM
Hello all, Is it possible to access Zoho Creator apps from within the Vertical CRM? I have several custom forms I created in Zoho Creator that cannot be recreated directly in Vertical CRM because they require signature capture. Thanks for your input and suggestions. Joel
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