Lookup field
Hi All, I want to change below field in lead modules from line to lookup fields from account modules without remove previous data entered as line.
Finding Lost Calculator
Simple question but I can't find how to make the calculator appear on the home page - it was there last week, now it is gone and I searched help and discussions already - thanks Justin Rogers
Kaizen #105 - Functions, Integration Tasks, and API Credits - Part 1
Hello everyone! Welcome back to another week of Kaizen! In today's post, we will discuss functions, integration tasks, how they consume API and function credits. In the next post, we will discuss connections, the difference between integration tasks and
Is there anyway that i can use this as a template to generate my certificate?
Is there anyway to create the same template? like the one on my attachment? I wanted to generate a certificate using a customize modules.
Reporting issues for multi select fields - inaccurate results
I have noticed when building reports for multi-pick list field, the results are skewed. This seems to be because it is not reporting on the individual field answers, it only reports on the exact combination of selections in the field. For example, if
Help Needed - Field Mapping Issue in Zoho Opportunities Module
Hello Zoho Community, I hope you're all doing well. I'm currently facing a field mapping issue in the Zoho Opportunities Module. Specifically, I'm having trouble mapping the following fields: - Client ID - Opportunity Original Owner Email - Operations
Kaizen #82 - Search Records API(V4)
Hello everyone! Welcome back to this week's Kaizen post! Today, we will discuss Search API(in version 4), the various supported operators, and how you can use these operators to search for data in different fields of a module. First off, let us discuss:
Concurrent Limit Definition in CRM REST API
I just had a one off issue in my CRM REST API integration `429 | TOO_MANY_REQUESTS | Many requests fired in concurrent than the allowed limit.` I understand the issue, the concurrency limit is explained in the documentation: These concurrency limits specify
Kaizen #93: Credit Calculation and Concurrency in Zoho CRM APIs
Hello everyone! Welcome to Kaizen! This week, we will discuss credit calculation and concurrency in Zoho CRM APIs. Credit calculation API rate limiting is crucial to ensure fair resource distribution, maintain optimal service quality for all users, and
Separating Zohos
Hi there, we run a business and have several Franchises who are currently all connected to our main Zoho account. As we are growing we have realised that it would be more beneficial to have the Zohos standalone rather than connected under one. Is there
Download Data Backup
I am trying to download my data backup All I see is the image below... no option to download. Where do I go to download data that has been backed up?
What is the formula to add days to a date/time value and return a date-only value?
What is the formula to add days to a date/time value and return a date-only field?
New updates for hassle free error management in CRM wizards
Hello customers, We're thrilled to introduce some enhancements to our wizards, ensuring a smoother, more intuitive experience, focused mainly on helping you out resolving errors faced while creating wizards, and some added options. First a quick recall:
Zoho CRM / PhoneBridge and Asterisk Server Integration
Hello, Some time ago I made the investment into an Asterisk PBX for my business. This choice was do in large part because of the significant discount I could get with rates over wholesale DID trunk lines and and several of the flexible ways that I could
Update "Original Close Date" field when open deal is updated
Hi I would like to write a function that if "Original Close Date" is empty Update the "Original Close Date" with the "Closing Date" I plan to do this by using a Workflow on the edit of a Deal. So just need the function for this now. Thanks!
Audit Developer Account on Sandbox
Hi Team I have two developer user accounts, which I would like to audit if they have connected to the sandbox environment, how can I carry out this task? I log into Zoho One and I cannot see the activity of these users. Regards, Pablo
zoho whatsapp connection
Is there any one who can support on two way communication in side of zoho through whatsapp WABA number ?
Notification of New Owner If
Hi, Im looking at building a simple workflow, however I am getting a bit stuck on how to get it to action within a workflow... If current(previous) field value is either: John, Jayne, Michael and this is changed to something other than these names Im
CRM Typescript SDK | Type errors when compiling project with @zohocrm/typescript-sdk-2.0 package
Zoho CRM Typescript SDK 7.0.0 Typescript 5.2.2 Hi, I've recently added the TS SDK to my project which is using Typescript 5.2.2. When I try to compile my code I get a bunch of type errors from the Zoho SDK package: Are there plans to update the package
Slack integration not available?
Hey there, the Slack integration that should apparently be there for soho CRM is not available for me on the marketplace. What's going wrong here? thx!
CRM Blueprint Task Due Date Calculation Issue During Sandbox to Live Environment Deployment
Whenever we push changes from the sandbox to the live environment, the Live CRM Blueprint Task Business Days selection reverts to regular days instead of remaining as business days. This results in the need to manually adjust the due date option from
How to use fetch on client script?
Not sure the correct syntax to use fetch within the client script when adding a token value. And then also saving that value to a variable to be used. Would someone be able to give me an example? What I thought it may look like is: fetch('https://zohoapis.com/crm/v5/Accounts?fields=Account_Name,Phone,Industry&per_page=1')
Need help using If formula to determine commission calculations
Hi All, We are selling a suite of products and services. Each product / service has a commission payout from our partner. The length of the term we sell (12/24,36/48, or 60 months) determines the commission multiplier for the products. Currently, in CRM,
Client script: using Event name from code
Hi everyone! Is it possible to get from a Client Script the name of the event that triggered it? I mean the custom name that I've assigned, not the kind of event ("onLoad", "onChange" etc) For example, given this event I'd like to get "Account-Edit-
Retries Exhausted. Read timed out
Hello. When I try to send an email to a member of my team it gives me the error "You can no longer send emails to the address for the following reason. Retries Exhausted. Read timed out". The problem is only with an email. Hola. Cuando trato de mandar
Deluge Script to convert timezone if required
Hi there, I have written a deluge script to convert a time string to account for timezone differences. In short, in my CRM I have 4 fields that are being referenced: 1. RH2 Appointment Time - this is a text string, that shows as "09:00 am" (or other time,
CRM Typescript SDK | keyValues and keyModified fields in response object are empty
Node 18 ZohoCRM Typescript SDK 7.0.0 Hi, we are trying to add the @zohocrm/typescript-sdk-2.0 to our custom application so we can retrieve Contact and Account data from our CRM instance. I've been able to successfully generate and authenticate using OAuth
Closed Deals skews the Amount By Stage Graph on the Home Page
Our "closed lost" stage far exceeds the remaining pipeline categories on the "Amount By Stage" chart on the home page. It makes the other stages so small, that the whole chart is worthless. It appears that I can't delete the stage, or I have no way to
Repeat this workflow whenever a Contact is edited
I have a following CRM workflow rule: What's the difference between Record action: Edit and Repeat this workflow whenever a Contact is edited? My intuition is that the former is triggered when the field in question is edited inline in the view screen
Embedding links in a email that updates fields in zoho
Hi, I currently have a sales pipeline and when people reach a certain stage I would like an email to go out to them to give them 3 options on how to proceed. Ideally I would like to include 3 links in the email and when a customer clicks one of them it
Multi-picklist aggregation
I would like to decompose and aggregate the multi-picklist values. Currently the graph looks like the attached image. [Option1] x1 [Option1, Option2, Option3] x1 I would like to aggregate as follows. [Option1] x2 [Option2] x1 [Option3] x1 Is there any
Mass Workflow Rule
Hello, I need to create a workflow rule that ticks a certain box when criteria is met. When an enquiry comes in that starts with certain letters in the postcode, i.e IP1, then it ticks the box. Simple, however, I need it to trigger on 475 different postcodes
Home Page Components
Hi, I noticed you have changed the design of the home page for Zoho CRM. This is good and all, but may I request that you make the 'Components' vertically smaller? It would be nice to have at least two components appear on one page without having to scroll.
auto fill fields in zoho crm
hello I hope you can help me I have two fields in quotes name of the contact and email I want that by filling in the name of the contact manually the email field is filled in automatically and I will perform this function but I have no results. QuoteidStr = Quoteid.toString(); ContactDetails = zoho.crm.getRecordById("Contacts",Contactid); mp = Map:String(); mp.put("Email",ifnull(ContactDetails.get("Email"),"")); updateResp = zoho.crm.updateRecord("Quotes",QuoteidStr,mp); info mp; info updateResp;
View Zoho Mail through CRM as Web tab
I'm really struggling to get my sales reps to move from their gmail to zoho mail. I think one way I can do this is if they can view their email from within Zoho CRM. So I tried to create a webtab with mail.zoho.in but it cannot display? I did some research
Invokeurl Basic Auth in Deluge
Hi Team I need how to use invokeurl for to create a Basic Auth, for example, the payload no problem, but the headers is my doubt username: user001 password: ghghgjg777 response = invokeurl [ url :"https://someurl/a.xlxx" type :POST parameters:payload
How do I filter records that have a value before a future date (i.e. today + 3 days)?
I would like to create a report on Friday that shows all of the opportunities that have a Close Date before the following Monday. For example, if today is Friday, September 29th, I would like the report to list out all opportunities that have a Close
Wizards on Records?
I basically have a custom module with records in it that get shipped. I need to present a wizard (dynamic fields/info based on record details) that someone uses to pick/pack/ship the order. Its a specific process, everything shipped is custom. This is
How to create Top 10 customer or product sold dashboard from Invoice in CRM
Hi, As title mentioned, how to create Top 10 customer or product sold dashboard from Invoice in CRM. It seem that there is no option for "Invoice Item" in dashboard. Thank you
Improve your A/B testing with Zia suggestions
Dear customers, We're thrilled to announce a suite of enhancements to our webform A/B testing feature in Zoho CRM, brought to you by Zia, designed to make your testing process more intuitive, efficient, and results-driven. The enhancements will help the
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