Zoho Developer Hangout (ZDH) - Episode 7 | Infusing Custom AI Functions into Zoho CRM

• Topic Participants

• Divya Krishnan

  

• Sticky Posts

• Extensions 101 webinar series: Build, integrate, and monetize with extensions

  Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last

• Zoho Developer Community Monthly Digest – May 2025

  Hello everyone, Welcome to this month’s Zoho Developer Community Digest! From fresh product insights to hands-on tech sessions and standout community threads, there's plenty here to keep your ideas flowing and your skills sharp. Be sure to explore our

• Zoho Developer Community Monthly Digest – April 2025

  Hello everyone, Welcome to this month’s Zoho Developer Community Digest! We’ve lined up an exciting series of technical sessions, product deep-dives, and community conversations to keep you informed and inspired. Don’t forget to check out our resource

• Zoho Developer Hangout (ZDH) – Episode 18 | Zoho CRM Client Script for Efficient Sales Process

  Hello everyone, A streamlined sales process isn’t just a nice-to-have—it’s the engine that powers lead generation, builds stronger customer relationships, and closes deals faster. But what if you could take your CRM beyond the basics to actually help

• Zoho Developer Community Monthly Digest – March 2025

  Hello everyone, This month is packed with exciting product updates, learning sessions, and powerful community conversations that remind us: sometimes, the best solutions come from a single shared question. From quick workarounds to upcoming training events

• Recent Topics

• User Activity Reports

  I'd like to get data related to user activity.  For example, Login and logout times, emails sent/received, new records created , etc. Is that currently available. I just can't seem to find anything . Thanks, Dave

• Help: Populate “Contact Owner” details into Customer custom fields (for email templates) in Zoho Books

  We want to send invoices on behalf of our sales agents, and include the agent’s name, email, and phone in the email body using placeholders. Plan is to copy the Customer Owner details into three Customer custom fields, so they can be used as placeholders

• Undocumented Books API error message - 1000 - The requested action could not be completed. Please try again. | Unexpected error

  This code sometimes throws this error 1000 - The requested action could not be completed. Please try again. | Unexpected error What does it mean? result = zoho.books.updateRecord("salesorders",organization.get("organization_id"),salesorder_id,sales_

• Partial payments for retainer invoices

  When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.

• Making Tags Mandatory

  When creating an expense, is it possible to make the Tags field mandatory?  I see the option in settings to make other fields mandatory, like Merchant, Description, Customer, etc, but nothing about Tags. Thanks! Kevin

• Mass Update not trigger workflows

  Hi, I have performed a mass update of all records in a custom module using a custom view. I have a dummy checkbox on my module that I turn on or off - hoping to trigger all the new workflows that have been created for that module. However, no workflows

• Multi-Select lookup field has reached its maximum??

  Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

• Generating CRM reports based on date moved in staged history

  Hi everyone, I'm trying to generate CRM reports of jobs (I think these are called usually deals) based on when they were moved to a particular stage, ie all jobs that were moved to Proposal/Quote in the previous financial year. I can see from other similar

• Modules for missed calls, emails, texts etc

  Hi there. Is there a way to create a module that would automatically show a list of all inbound calls that were missed by our users, as well as any inbound SMS's, emails & WhatsApp messages. That way, a user who is available, can work through that list

• Subforms and automation

  If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

• Ability to Set a General Email Signature for the Organization in Zoho Recruit

  Dear Zoho Recruit Team, I hope you're doing well. We would like to request a feature that would allow us to set a general email signature at the organizational level within Zoho Recruit. Currently it is only possible for individual users to create their

• Custom Buttons & Links Now Supported in Portals

  We’ve just made portals in Zoho Recruit more powerful and customizable than ever! You can now bring the power of Custom Buttons and Links to your Candidate, Client, Vendor, and Custom Portals — enabling portal users to take direct action without recruiter

• Live webinar: Transform data into impactful visuals with Zoho Show

  Data is frequently a core part of a presentation, whether it’s a sales pitch, project update, research report, or performance review. But when it’s just numbers on a page, the message you’re trying to convey can get buried. The real magic happens when

• File attachments not working - web version

  Since Notebook announced better file attachments, I have experienced file attachments failing. When uploaded from my pc to the web version, notebook just spins. Acting like the attachment is very large. When it's 30k. If I cancel out of this, the notecard

• API - Barebones Data for Send Doc For Signiture

  I am learning how to use with Zoho Sign API. I am wondering if someone can give me a bare bones JSON data sample for "Send Document For Signature". Below is the blank data that is pre-populated in postman. Seems like there is more here than the bare minimum

• Revenue Management: #2 How to compute revenue?

  In our previous post, we discussed the revenue recognition standards under IFRS 15 and ASC 606 and the five-step model. Now, let's examine three distinct business scenarios to see how the standards and model work in practice. This will help you understand

• External lookup in CRM (as in Books)

  Hello Context: We have a CRM module, similar to Deals, but for Purchasing. Once the PO is created, a link to this PO should be updated in that "deal". In Books, you can add a custom 'external' field which can look up into CRM modules. I'm asked to have

• "Undo Send" Feature

  Would love it if TeamInbox had an "Undo Send" feature, that gives you 10 seconds or so to "undo" the sending of an email. Many other email clients already have this feature, and my clients really miss it, as it has saved them many times in the past when

• Zoho Sites

  Does anyone have experience building Zoho sites or know how I can find someone who does?

• Zoho Crm Lagging

  Hi Zoho Support Team, Starting from today, my Zoho CRM has been extremely slow and laggy when accessing any pages or modules. This is affecting my work and overall productivity. Could you please help to check if there are any ongoing issues or if there’s

• Is there a way to reference/attach mails to deals/contacts when the mails haven't come through their contacts normal email and the mail comes through software / app who use their mail system

  There are often system mails that come through systems or other software which use their email addresses since they use their own mail servers to mail. This causes an issue as it does not record the mail in the history of the CRM since the email is not

• Recommendation

  I give up on Zoho. It's never going to be an all in one solution, their own apps don't even connect. Can any one recommend an alternative at least for the crm / people.

• CRM - Site/Location

  Hi Zoho, One massive oversight of the Zoho CRM is the inability to add multiple sites or locations to one account. Many organisations have several (in some cases, hundreds) of sites across the country or even the globe. The workaround to this, of course,

• An unknown error occurred. Please contact support

  Whenever I visit this page I see this. I changed browser and still the same. Can someone from Zoho help me please?

• How to Streamline Pick & Ship

  Is there a way to streamline the built-in pick and ship process? I guess mostly on the ship side. Our current process allows us to choose shipping super fast. It's an EasyPost plugin for WooCommerce. You have to populate the boxes / weights / shipping

• How to add, delete or rename the "payment method" drop down?

  When we recorded payment in invoice, there's a "payment method" drop down with choices like cash, bank transfer... We want to add and delete or rename some new selection. How to do such adjustment? Please advice.

• Smarter data gathering with Query component in Wizards

  Dear All, Introducing the Query Component in Wizards for CRM! A smart search field that saves you time and effort, and helps you manage and gather data more efficiently than ever before. Long and complex record entries can be overwhelming and prone to

• Introducing teamspaces and team modules in Zoho CRM mobile app

  Hello everyone, We have an exciting update to share in the Zoho CRM mobile app. As part of CRM For Everyone—a new set of features that reflect our vision to democratize CRM and make it accessible for all—teamspaces and team modules are now available on

• Client Script - change page and/or section background colours

  Hello, Would anyone be willing to help me with a bit of Client Scripting code? I have had a go myself but only been able to alter the form field styles, not the overall page/section/heading styles. I want to set a different page background colour for

• Zoho SalesIQのチャットボット、ブロックのコピー機能

  Zoho SalesIQのチャットボットの構築でドラッグアンドドロップで作成を行っているます。 内容は同じブロックのコピーペースト機能がないみたいなのですが、同一のブロック、同一の複数のブロックをいくつも作成する場合は、皆様はどのように行われていますか？ 例えば添付の４つのブロックをまとめてコピーして、別のフローの先につなげる場合です。 教えていただけますと幸いです。よろしくお願いいたします。

• Questions About Zoho Commerce Member Portal

  Hello, A couple questions about the Zoho Commerce Member Portal: 1. Can I add only specific pages be added to the Members Portal, and not the entire website? 2. When a customer signs up on my Zoho Commerce site, is there a setting that gives me a chance

• Online Payment Fees

  We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd

• Error occured. please try again!!!

  I created a new list. Added two new contact's email addresses. I try to EDIT either one of them to add their first name, last name and phone number. Whatever I try to edit and update, I get the error message  Error occured. please try again!!! And it doesn't update any of their info. I tried just editing first and last name. Still get the error. No matter what I try to update, I get the error. I tried creating a new list, and adding just one email address and then edit it and also get the error.

• "Send email as" not work

  Hi team, I currently use ZOHO MAIL services on the MAKE platform (formerly INTEGROMAT). In MAKE I entered my ZOHO MAIL credentials but the problem is that when the emails are sent from the automation in MAKE, the emails do not come in with the name set

• *UPDATE: ISSUE RESOLVED, SEE HOW FOR HELP* Issue imbedding Youtube Videos

  **UPDATE: RESOLVED** For anyone that is having a similar issue, try this workaround before attempting to have the Zoho techs fix it. I have been in communication with them for weeks about this and they can't seem to fix the issue. Thinking it may have just been my computer or my browser, I tried two different computers on two different networks, each running different versions of Windows, and tried it on Chrome, Firefox and IE; nothing worked. So, needless to say, it's an issue with Zoho somewhere.

• Backorder For Composite Items

  Hello If i released SO for composite item and use backorder feature of zoho inventory then it should backorder child item items of composite and not composite item.This is basic of backordering.I conveyed this to zoho call center but no solution yet.

• Paid Support

  We are in the process of creating tiers for our support offerings. There will be three tiers of support available - 2 paid and 1 free. The paid tiers will be purchased in allotted hours. I need to figure out how to a) work in the out of the box SLA, Contracts

• Automatically CC supervisor

  Hello,  in our organization agents are replying to tickets and they are required to CC their supervisor on all emails to and from customers.  is there a way to have an email address automatically populate in the CC field when reply to a ticket?  tha

• Zoho One - White Label

  Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature

• Are this Features included in the Road Map

  1. Sync between description/short description in Zoho Books/Inventory and Zoho Commerce: I am unsure how it works now. I belive the description is not pulled. 2. Pick Up: This feature is great. It is added on Zoho Commerce but not on Books/Inventory which

• Next Page