Flex Your Creativity – A New component to Canvas in Zoho CRM
Hello Everyone We’re excited to introduce Flex, a new component for Canvas in Zoho CRM! Flex is here to give you greater control over how your data is displayed in your layouts. This component enables responsive layouts that adapt across different screen
Before Going To The Qc stage , site ready ness file upload mandtoty how to achive this in the blue print transition
Before Going To The Qc stage , site ready ness file upload mandtoty how to achive this in the blue print transition Is it possible on click of the predelivery Transition show the alert message if site ready ness file upload empty also not move the stage
Copying records from a Custom Module into Deals
Hello, I recently created a custom module to handle a particular type of order/transaction in our business. Having got this up and running I've realised that it would be much better to use the Deals module with a different layout instead. We've entered
Map dependency on Multiselect picklist
I need help in Zoho CRM. I have 2 multi-select picklists. For example, Picklist A has country names. Picklist B has state names. Now I want to show states on the basis of the selected country from Picklist A. Both are multi-select fields, so the standard
Missing Outlook calendar option in Calendar
Hi all I don't have an Outlook Calendar option in the Settings > Synchronise settings of Calendar. Any ideas why not?
Inquiry Regarding Monitoring ZOHO CRM API Credit Usage
Hello ZOHO Community, I hope this message finds you well. I have a question regarding monitoring the usage and remaining credits of the ZOHO CRM API. I recently discovered that within ZOHO CRM, by navigating to Settings ⇒ Developer Hub ⇒ APIs & SDKs,
Assistance with Exporting Specific Data from Zoho CRM
Hi, Could you please guide me on how to export specific information, such as the model number and serial number, from the Accounts module in Zoho CRM? Thank you in advance for your assistance.
field update from the value of another field
Hello, I need to do a field update from the value of another field, but i don´t know how can i do it. In the mass update option it is not possible... I need to put the last name value form the leads module to other custom field that i have created. thanks for your help
Is there any way to prevent the row cloning feature(on edit page)
My initial requirement is to prevent some users from adding new rows in the subform. For that, I have implemented the client script, and the script is working fine. But users are able to clone the row and make changes. For that, I was unable to find any
Verify details pop-up windows
Hi, Is it possible to turn-off the anoying "Verify details" window that ask for closing date, "Reason for Lost" or other concepts. If I would like the user to enter such data, I will implement a rule .... How can I turn-off such pop-up? it's not necessary
Asset Tracking
I am looking to create custom modules to track customer assets. We install serialized and non-serialized equipment into customers vehicles. So we will have vehicles belonging to the customer then equipment that will belong to a vehicle (if installed)
Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters The Cross-module filtering enhancement is now available to all CRM accounts in the following
Before Going To The Qc stage , site ready ness file upload mandtoty how to achive this in the blue print transition
Before Going To The Qc stage , site ready ness file upload mandtoty how to achive this in the blue print transition On click of the Predelivery transition can we show site ready ness file upload mandtoty or on click of the QC show the alert message site
In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote
In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote Pls help how i fix this
Keeping Track of Email Threads
Hi, Z CRM is great for tracking all the activities one would want to track whilst qualifying leads, converting to customers, closing deals etc etc, however.... ....although I can use Z CRM to send an email to a lead/contact and have that recorded as an activity for other team members to see, there is no way of capturing an inbound email from that lead. Assume my lead replies to my email sent from ZCRM, in my case, the response arrives in my ZMail account. However I can't get it back into ZCRM to
Calling Token API in Postman returning "error: invalid_client"
Hello, I've been working on setting up an API to get data from zoho crm into a third-party application. I'm currently testing the setup in Postman, but I'm getting an error from the API to retrieve the access token. It keeps returning "error: invalid_client".
How to handle this process need using a Blueprint?
See one minute screen recording: https://workdrive.zohoexternal.com/external/eb743d2f4cde414c715224fc557aaefeb84f12268f7f3859a7de821bcc4fbe15
Access CRM Variables from Formula field
Is it possible to use a CRM variable (defined in Developer Space -> CRM Variables) in a formula field for calculations ?
Need to upsert "Created Time" field in Leads Module
I am in the process of implementing Zoho CRM for my business. I need to modify the "Created By' field to reflect the actual date/time the lead was captured in my original Excel file. Otherwise, my conversion velocity data will always be inaccurate, which
Incoming 'Message' data via WhatsApp appears empty
the Incoming 'Message' data via WhatsApp appears empty; instead of customer messages, I only see CRM system notification messages are being displayed. I have seen 3 messages like this since yesterday it seems that in 'All Message' the message snippet
How to search (web API) for a Calls record by phone number?
Using v8 /Calls/search web api I'm unable to to complete a search request no matter how I use the api: When I try using "criteria=" I get: response: <Response [400]> response_json: { "code": "INVALID_QUERY", "details": { "reason": "the field is not available
Look Up Field Type not available for events and tasks?
Look Up Field Type not available for events and tasks?
Mass Update in Zoho CRM
Hello, I want to update my past update records by using deluge on some conditions. anyone can please tell me how can I do it.
Action requested: Retain your sales journey configuration in Path Finder
Dear Customers, We hope you're well! As you might know, we're completely overhauling our journey management suite, CommandCenter, and are in the last leg of it. As a means of getting ready to go live, we will be announcing a series of requests and updates
search layout in new version
Hello where is the menu for customizing search fields (module search layout) in the new zoho version (2016) ?? thanks nono
Widget Upload to CRM Fails with “Page Not Found” – Even with Correct Index Path
I'm building a simple widget to export Contact data to CSV in Zoho CRM, triggered via a custom button. The widget uploads cleanly, appears in the widget list, and is successfully assigned to a Contact detail view via a custom button. But when clicked,
Advanced factors for multiple scoring rules: Now with Zia scoring automations for all modules
Greetings all, We're happy to offer improved scoring features by adding extra scoring factors, including Zia Scores, in our multiple scoring rules (MSR) feature. These new factors—which empower existing traditional scoring factors—include criteria for
how to add new line in Deluge?
I want to make string with line separation like this: this is the first line second line third line I have tried to use \n <br> or </br> inside the string but I can't achieve the result like the example above. I want to create a task by using custom function
Tracking training certification expirations
Hi Zoho Community! I'm looking for some input on the best and most efficient ways to track training expirations in Zoho CRM. I have a very specific workflow that I am looking for - my company offers trainings, and the certification expires every 2 to
Kaizen #164 : Client Credentials
Hello everyone, Welcome back to Kaizen. In this post, we will discuss Client Credentials Flow and when it can be used. What is Client Credentials Flow? According to RFC6749, the official specification for the OAuth 2.0 authorization framework, "The client
CRM Email Template Align Left Instead of Center
Is there a way to make a basic template align to the left instead of center? I know I'm likely forced to the 600px wide with the basic templates but I would REALLY like to set the email to the left instead of center. The basic templates make all the emails
Client Script - "Click' Button on Purchase Order - Specify "To Contact" or "To Supplier"
The send email button is unique on the purchase order in that is has an additional submenu to send email "To Contact" or "To Supplier" It appears that the "click" event in Client script doesn't work correctly, probably because the button click didn't
Add Client Credentials Flow to Python SDK
The Zoho CRM API supports a client credentials flow to automatically generate ephemeral access tokens, and this can be done programatically. The Python SDK however requires you to provide a grant token, refresh token, or access token when initializing
Approval Processes "Record Modification"
I didn't find any information about the "Record Modification" item in Zoho articles and Tutorials. I see that this item didn't exist a year ago. Help understand how it works, I tested it and didn't see any difference between "all fields" and "no fie
Help with Zoho CRM API Integration in C# WinForms (Token Generation Issue)
Hi everyone, I need your help with integrating the Zoho CRM API into a C# desktop application. My goal is to build a WinForms app in Visual Studio that does the following: Fetch the full list of client projects (module: Deals) and display them in a searchable
Joining Two Reports
Hello Guys, I have three modules: - Orders - Custom module - Clients - Contacts - Basic Pay I am using the order module to store the revenue share amount for each order which will be paid a sales rep The Orders are child or clients so I am pulling a report
Layout Rule Fields Appear in "Verify Details" Pop-up — Confirmed Working
Hey everyone — just wanted to share a quick discovery. I created a Layout Rule in the Deals module that makes two fields show up (and required) when the stage is set to Closed Won or Closed Lost — one pick list and one text field. To my surprise, those
Custom Field Mapping in Outlook
I have 10 custom fields in Zoho is there a way to create and map them to the outlook contact?
Enhanced Zoho CRM and Office 365 calendar synchronization features!
Dear customers, We're excited to share some significant improvements to our Office 365 calendar synchronization features, aimed at providing you with more control and a more personalized experience. What’s new Choose your Office 365 calendar: During the
Working with Products that are non-tangible
How does one create a 'service' in products? Is there a way to disable inventory functions for things like Sofware as a service? The services module doesn't look to be much help either. Not sure how to do this in CRM
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