How to set DateTime value to blank via Python SDK
I want to clear a previously set datetime custom opportunity field in Zoho CRM using python SDK 2.1 (3.0.0) The following fails with a TYPE_ERROR: deal_record.add_key_value('myfield', None) The following fails with "Invalid date format string (too short):
Copy data from one subform to another
Hello, In Zoho CRM, using Deluge, I am trying to fetch data from one subform ("Eval_Appt") from a custom module ("Client_Appointments") and copy this data to another subform ("Charges") in a custom module ("Billing_Invoices"). Below is the code that I
Display more than two decimals in currency
We're having difficulty with products with a value of 0.001$ to 0.004$, because the displays a rounded the value to 0.00$. It gets confusing because we can't differentiate an empty value from a rounded value and always have to click to edit the product to verify the actual value. Is it possible to display more than two decimals when displaying a currency format?
Reference previous lookup field when launching a Function
I'm using this function in a Zoho CRM workflow to update the Related Grant. This function is triggered by a rule when the LOOKUP "Grant" field is EDITED. But I would like to update the "Grant" relation that was previously related before the change, is
Picklist history tracking duration in hours instead of days
Hi. I've a field for which the history is tracked. I can see the duration in days. Is it possible to add or change the duration to hours instead of days?
Why we dont have "onAfterUpdate" in Details Page Client Script
Hi Team, I would like to know why we dont have "onAfterUpdate" trigger for Client Script in details page. With this, i am not able to process the records with the value recently updated in the detail page. Will it be available to use anytime soon?
Issue with Sorting by Stage Name in CRM Dashboard Components
I need to address an issue we are currently experiencing with two components in our CRM Dashboard, which is significantly impacting the presentation of our KPI. Specifically, we are facing difficulties in sorting the chart and funnel components by stage
Exporting Zoho CRM Deals + Contact Names + Contact Emails
Dear Zoho Support Team, Please advise on the best way to export Deals + Contact Names + Contact Emails from Zoho CRM easily ? I managed to export Deals + Contact names but I was unable to export the contact emails on the seem sheet ? Appreciate your swift
Purchase Orders Fields Update Triggered by Mail Merge / Zoho Sign
Hello, I'm sending my Purchase Orders to suppliers through a Mail Merge document to be signed via Zoho Sign. I would like to update fields or create tasks using Workflows when the Mail Merge document is signed by the supplier or when it is sent to the
How to add a product to multiple contacts at once?
we run a course company and are currently reform our record system. i want to add our products to our contacts but not sure how to do it efficiently, and adding products one by one to contacts manually will take too long. Is it possible to add a product
Can we determine what environment a deluge function is running in (sandbox/production)?
Is there way of consistently detecting whether a function is running in the sandbox or production? I was wondering if there was a flag to indicate the sandbox, rather than comparing an org ID variable. I took a look at response from zoho.crm.invokeConnector("crm.getorg",Map()) but there's nothing obvious, beyond ID differences, or our sandbox zia_portal_id being null.
Zoho CRM Email Templates are clunky and distort on mobile
Why is the CRM Template builder for emails so outdated compared to other tools like Canva or MailChimp? It is a horrible process to try to create something from scratch then you can’t change half of the elements in the email. Fonts are ugly and basic.
Inviting Contacts to the Customer Portal
We are building out our Zoho CRM, and I've built out a customer portal; however, I've run into a wall. I created a contact record and attempted to invite the contact to the portal and received the error message "You can invite only customers/clients for
Whatsapp extension for zoho crm custom modules
Hi community , i am looking for recommendation on some good whatsapp extension which we can use with zoho crm standard modules and custom modules both . The main objective is to send and receive whatsapp messages from clients. We just looking for a button
'unable to send message reason 553 relaying disallowed'
Hi, We're currently getting the above error when trying to send mail? Thanks, Adam
Kaizen #139: Using Functions in Client Script and Handling Timeouts
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to invoke Functions using Client Script and how to handle Timeouts in Client Script. This post will answer the question raised in the post, Why Client Script
Can't Delete Old Customers
How do we delete canceled customer accounts? Zoho doesn't appear to have an archive feature, and it won't allow us to delete accounts that have transactions in Books. Considering all the accounts have transactions, we're getting a bit of a build-up of
Zoho Integration With Wordpress
How we can integrate zoho crm with wordpress. which plugins are useful?
ZOHO Extension
Dear Team, I would like to create the custom ZOHO extension/plugin to show our page as iframe when click the some icon. Here, how can we create the own extension for ZOHO CRM. could you please share the tutorial? Thank you!
Using Bit Integrations from bitapps - data not coming in
We have added the paid version plugin Bit Integrations and the setup is very easy, but when we submit a form the data doesn't show up in contacts where i mapped it. I have tested it with another default zoho account and it works great but when I try to
Button to change stage of Potential
Hello, I would like to place a button on the edit page of a potential so that when someone clicked the button it moved the potential stage to the stage 'Job Complete' Is this possible? Any help would be great, thanks.
CRM Client Script not running anything after function.execute
Inside my client script im calling a function; var response2 = ZDK.Apps.CRM.Functions.execute("Books_send_quote", parameters); The function is working, doing everything it should. The function logs also show successfull runs with the correct output. But
Don't able to transfer admin privilege
Hello, I'm not able to transfer admin privilege from hu********@******* to ka*********e@t*******.***. Moderation Update: We've removed Personally Identifiable Information (PII) details from your post and attachments for security purposes. The required
CHANGE LABEL NAME OF THE FIELD
Can I change the label name of the field using Trial Account?
Manual entry pricing
Hey everyone, We sell financial product to our clients and we would like to track our assets under management and our growth product. For a same financial product, a client can invest, $1K, $100K or $1M, and the price is negociated with each client. The
How to get the field values before updation and after updation of a record in zoho crm using custom functions
Hi, I have a problem in task. I want to send mail to owner if record is changed. And I want to get previous values of fields as well as updated values. So that we can tell the owner about field previous and new data with field name. I want to do this
Filtering by external field
Hi everyone, we have added an External field to our Accounts, how can we filter the accounts list by this field? It doesn't show up under "Filter Accounts By".
Quick Create Account in Deal
When I go to a deal to quick create an account for them, it has a field that is mandatory but you can't select options and this field is not even associated with an account. How do I get rid of this field in the quick create pop up. It won't let us choose
Schedule an email
Please help me how to schedule an email. I am unable to see send later option.
Zoho Voice Call transcription option in zoho crm
We have integrated zoho voice with zoho crm but we are looking for a way to get a transcript or summary of the both incoming and outgoing calls , So that we can easily understand the context of the call without looking in to the whole recording of the
Crypto Currency in Multi Currency Selection
I want to add crypto currency in my account but can not find it in the add currency dropdown of multiple currency setup. Is it possible to creating custom currency in multiple currency setup?
Audit Log
Is it possible to delete history from audit log?
Updating Fields in 2 Modules (1 is custom module)
Hi everyone, I have 2 modules - Clients and KPI Reporting. Both the modules are linked by Account Name. There is a field in both the above modules. I would like to have the field "Status" in KPI Reporting Module be updated when the "Status" field in Clients
Add Date Formula
Hi Everyone, I am trying to create a field using formula involving 2 already existing fields in the module - Start Date and Contract Length. Start Date - Date Field (mm/dd/yyyy) format Contract Length - 3 months, 4 months, 6 months, Annual, etc. (number
Tracking Work Order Delivery Times in Zoho CRM
I recently created a work order in Zoho CRM with an estimated delivery time. Since the work order progresses through various stages, I'd like to track the actual delivery time and compare it to the estimate. This would help identify any delays and allow
Updating data and/or sending emails from reports
Hello everyone I want to offer a feature that can help and simplify many processes in CRM. Through the reports module in CRM it is possible to connect and segment data from several modules at once The problem is, it is not possible to do anything with
Customer onboarding using kanban
Hey guys! As soon as a deal is won in my CRM I need to onboard the customer using a kanban to make it easier. I thought of 3 ways to do this: 1. As soon as the deal is won, it is moved to another pipeline, still in the deals module. 2. (I don't use accounts,
Capture URL that form is on
I plan to integrate a Zoho form on multiple pages on my website. I'd like the lead owner to know immediately what page the lead was on when the form was submitted. I'm think that the way to do this is have a field in the database for page URL. When the submitted form populates a new entry in my database, I'd like it to capture into that field the URL from which the form was submitted. Is this possible? How might it be accomplished?
Zoho CRM Digest - April 2024
Welcome to April, the season of blooming trees and blossoming flowers! As nature comes alive, so does our community. Dive into this month's digest to explore vibrant discussions and exciting announcements. Zoho CRM product updates: Email-related enhancements
UPS API
I am fairly proficient when it comes to creating deluge scripting to assist between Zoho CRM and Zoho Creator, but I do not work outside of the Zoho family often. I am trying to pull the tracking status from a UPS tracking number into our CRM environment.
Next Page