Allowing Multiple Contacts
I have Portals set up and want to run between different companies. However, I have noticed that different portal users cannot add the same contact details. I need the portal users to be able to add the same contact if needed without each other knowing
Canvas / Portals buttons and Related Fields not working
Im making a portal using a canvas and none of the button work except for the Edit button. They work fine in the main screen but don't even show on the Portal view. I have some custom Related Fields that are not allowing documents to be uploaded in Canvas/Portals
Emailing Contacts within Accounts with Certain Products
Hello. I need to send a price increase email out to some of my CRM contacts. But the criteria needs to be Contacts in Accounts that use Product X. Our products are in a drop down list in the Accounts object. How would I go about filtering these contacts
Accounts with multiple locations possible?
Is it possible to create accounts with multiple locations? We have several companies with a headquarter and franchise shops. In the ideal situation we don't want to create separate accounts for these shops, but have them listed under the headquarter accounts.
Problem with nodejs-sdk-5.0
Hi, I recently updated our codebase to use the new 5.0 version (Used 2.0 before that). Everything works fine in local but when it's built into a docker container I get a error message: SDKException [Error]: TypeError: responseHandler.getMessage(...).getValue
CRM Hack #4: Instant access to a Lead from a link in the email template.
Hello everyone! It's that day of the week and we are back with a hack. I'm going to share an interesting yet useful hack that lands a lead as a link in the email template, something that comes handy in your day to day business. What problem does this hack solve? As a lead owner, you get notified when a lead is assigned to you. This hack adds more value to the notification email by inserting a hyperlink to help navigate to the newly assigned lead in CRM.This enables instant follow-up and
I don't see my colleagues accounts, contacts and potential
Hello! We have started to use ZOHO with my team and would like to find out if it's something we want to use in the future. We are still on free licence and we have the problem that I don't see my colleagues accounts, contacts and potential. So I see just
Get record related image
Hi, May I ask how how to get/download record customer field image by using API? (not record image) I can't find such API in API doc
CRM - Operators available while Searching Records
Hi! Because there's a records limit of 200 records that we can fetch from both functions : getRecords(...) and searchRecords(...), I want specify the critera of my search. In the documentation available for the searchRecords(...) function : https://www.zoho.com/deluge/help/crm/search-records.html. There's only two operators available : equals and start_with. In my case, I would like to use a negative operator to be able search any records NOT EQUALS to a status because I have more than 10 status
Multiple email addresses per contact
Hello, Currently it is only possible to save two email addresses per contact, primary and secondary. But... - Now a days people tend to change their jobs quite often = new email address - People get divorced = new email address in case they had a shared
Zoho Template Metrics
I ran into an issue this morning where my template metrics for the Contacts Module were not populating. I ran a report to see who opened and confirmed the email was sent, but usually, the template will populate open/click metrics based on the sends. Has
why this code window.open('url','width=600,height=600,scrollbars=Yes,resizable=no') does not work in my zoho widget but works in browser
So my question is why above code does not work in my zoho widget but works in the browser
Viewing quantities of creator application data from lots of forms on a single portal user
We are going to utilize a creator application portal to onboard clients. For the clients' ease of use it will be lots of smaller easily digestible forms. The simplest built in integration of custom related lists limits us to a maximum of 5 custom related
Kaizen #67 - Email the contact roles of a deal using Functions
Happy New Year everyone! We hope you had a wonderful holiday season and are ready to tackle all of the challenges and opportunities that the new year brings. In the previous post, we discussed the Contact Roles APIs in Zoho CRM. Today, we will show you
I cannot Mark a field as unique
I lean about from https://help.zoho.com/portal/en/kb/crm/manage-crm-data/duplication-management/articles/check-duplicate-records#Mark_a_field_as_unique that a field can be marked as unique and then do duplicate checking for a module. But I cannot find
Does Super admin himself requires a license and what happens if the trial ends?
Subject says it all
Function to create new deal based on existing deal
I want to create a new deal based on a existing deal i have the following code and its working, but how can i relate that deal to the original contact record of the original deal so the new deal will be related to the contact? deal_info = zoho.crm.getRecordById("Deals",deal_id);
Login to CRM Portal with phone number?
Hello, On the CRM client portal login is says log in using email or phone number. How can I set up for my clients the ability to use their phone number instead of an email? There are a number of folks who never check or use email and only use their mobile
Email Related Contact - Custom Module
Hi All We have several custom modules that have contacts that are linked to them - is there a way we can send emails (by workflow - and Button) to all contacts on the related contacts list?
Multiple layouts for a contact
We are an educational establishment. We have different types of contact so I have designed a different layout for each type of contact so that we don't have all possible information on one contact sheet. However, there are a small handful of contacts
Profit Margin
Is there a way to track profit margin on quotes and orders? My company resells products. Below is what I am trying to do. Is this possible? When I load an item into the Price Book, I would like the ability to load my acquisition cost as the baseline cost. When I create a quote, I would like to have see the acquisition cost, and have a seperate field where I can enter the cost I will sell the product for. Then, I would like Zoho to auto calculate the $ profit and profit margin for each quote.
Unsuscribes Leads
If a lead unsubscribes and later gets deleted do they enter some kind of durable unsubscribe status within Zoho? In case they get reentered in the future? We know a lead will only use our product in a very short time window while a certain life event
Activities deprecation
Once the Activities module is deprecated, what will the layout in other modules like Accounts and Contacts show as related lists? Currently I see Open and Closed Activities. Will these related list remain or will there be separate related lists for Calls,
[Client Script] Module: Quotes, Field: 'Quoted_Items' | setValue() --> internal API error
Hello there, I would like to use an client script to validate line items in quotes. So basically I get the value: let quotedItems = ZDK.Page.getField('Quoted_Items').getValue(); do my logic and on the end I set the value: ZDK.Page.getField('Quoted_Items').setValue(quotedItems);
Sending mass emails in the accounts module
Hi, I created about 6,000 records in the accounts module and would like to send emails to them. Just from looking at that module there is no way of doing that, is it possible to move all of those records to the contacts module (so I can send mass email).
CRM Activity message us blocking access to CRM.
Cannot access CRM. Message about ZOHO change to activities is blocking access. Clicks anywhere on CRM screen don't do anything. The click is rejected. ZOHO CRM Support told me I don't have a problem. This is after I sent them screen shot of problem. ZOHO
Email parser
Hello, We are currently using ZAPIER and would like to move to FLOW. Our work requires the email parser which extracts data from the email and then parse it to GOOGLE SHEETS. The scenario in which it works is as follows: 1) Our application generates a mail on every action. 2) That email contains specific information which has to be parsed to a Google Sheet 3) That email is forwarded to a parser email created on PARSER.ZAPIER.COM, from there variables are extracted and passed on to the google sheet.
Send Email bug
Hi, Would like to report a bug since this morning. If I click "Send Email", it should auto tag email address of supplier. but this morning it won't. All of our staff have this issue.
REST API enable notification for notes of other module
Dear Zoho CRM team, I want my external web service to subscribe and react to new notes in Zoho CRM lead module. Usually, the service enables the notification (via the REST API) and receives events about the lead module. However, when a note is added to
Updating Sales Order "Ordered Items" values with Quotes "Quoted Items" via custom function
Hi! I'm updating a custom function that populates the Sales Order fields with values from the Quotes module. I'm trying to add a conditional statement that, when a certain field is X value i also bring all Products inside the Quote to the Sales Order.
Zoho CRM Community Digest - September 2023
Hello everyone! Ready for a quick September roundup? We've got all the exciting announcements and engaging discussions neatly packed in this digest. Let's dive in! Spotlight: Every year, we recognize the top community contributors by conferring the MVP
Kaizen #106 - Functions and Invoke URLs - Part 2
Hello everyone! Welcome to Kaizen #106. In continuation to our last post, today, we will discuss invoke URLs in functions, how they are different from integration tasks, and how authentication works for them. What are invokeURL tasks? invokeUrl task is
What is the best way to connect Zoho CRM to Zoho bookings
I have been having issues connecting Zoho bookings and Zoho CRM I know there is a plug-in but it doesn't work for what I want I want to be able to update deal stage based on the booking appointment Please what is the best way to go about it For example
How to change module Mandatory field
We have a custom module called Parents/Guardians. When it was set up the field called "Parent/Guardian Name" was made mandatory. However, when I create a Form, this field cannot be taken out of the form. I want separate fields for "First Name" and "Last
Conditional display of elements in Canvas
Is it possible to set a conditional display of an element in Canvas? I want to 'Hide' a sidebar on a specific tab so that the other element can take up more space on the screen, but have it display on the others. Is this possible?
Finding emails that are scheduled
If I have scheduled a number of emails, is there any way to get a report of all emails that have been scheduled but not yet sent - this would need to include individual emails as well as those sent in bulk. Thanks
Sandbox / Zoho CRM / Analytics / Api Name / Possible bug
Hi Zoho Team For SANDBOX, exist analytics or something method for to access the data?, i have a doubt when i created a custom module and api fieldname, when i try to access to specific fieldname using the api name for that module, deluge claims error,
Configuration CRM
We have not been able to configure Dkim, my company uses Microsoft 365 as a mail administrator and another company as Hosting, I am told to create a selector but our company does not allow it and I don't know if Zoho does not work in these cases or if
Zia enhancements: Owner suggestions during record creation, reports, and a checking tool
Hello folks! We have some updates with respect to Zia and record assignment. Quickly assigning a lead or a contact to the right sales rep is vital. In Zoho CRM, you can automate this using assignment rules. In assignment rules, you can let Zia decide
Please revert Zoho Expense integration in Zoho CRM back to the way it was
I submitted a support ticket and Zoho support said "apologies, with the new update this is the way it is". In Zoho CRM, Zoho Expense used to be tied to a Potential, so that when you clicked on the Expense item in a potential, you could create a Report/Expense
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