Create multiple leads from a zoho form subform to populate inside zoho crm lead module
I have corporate clients with numerous employees. When these clients complete our Zoho Form, they can nominate individual employees—providing details like first name, last name, email, mobile number, etc.—using a subform inside the zoho form. Is it possible
Unable to Retrieve refresh_token from Zoho Self-Client OAuth Flow
Hello Zoho Support Team, I am currently integrating Zoho CRM with a custom Node.js backend using the Zoho OAuth 2.0 authorization process. I created a Self-Client from the Zoho API Console and generated an authorization code successfully. However, when
Call transcrition working for ringcentral?
I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call
Showing meeting acceptances in CRM that originated from Outlook
Hello Zoho Team, We send meeting invitations from Zoho CRM. Many of our recipients use Outlook and therefore use the RSVP buttons from Outlook to respond. They rarely, if ever, use the RSVP buttons from the Zoho invitation. Unfortunately, the meeting
Updating Zoho Multi-Select Lookup via Deluge Script
I need to copy the ID of a lookup field (Match_with_IP) in the to the ID of a multi-select lookup field in the contact (Match_with_IP). I have the following script: record = zoho.crm.getRecordById("Contacts",ID); M_record = zoho.crm.searchRecords("Deals","(Matched_with_GC:equals:"
Now filter your records by multi-select pick list values from a dropdown with additional operators
Hi everyone, Here's an update to help you elevate your filtering experience. You can now say goodbye to the cumbersome string values in filtering places for your multi-select picklist fields and say hello to a dropdown interface. It is now possible for
Log for Scheduled Reports
Hello, Is there somewhere to view a log of the successful and/or failed delivery of Scheduled Reports? We have users who only receive them sporadically instead of at the scheduled intervals and I'd like to understand what causes the problem when it occurs.
Add timestamp when checkbox is checked in ZohoCRM
I have two fields. One is a checkbox field called "Check", one is a formula field called "Date" in my ZohoCRM Leads Module. I want the formula field to AUTOMATICALLY populate with the date when I check the box next to it. Can this be done?
Adding a lead by sending email message
Hello, Our Zoho Mail is integrated with Zoho CRM (we have Enterprise) and we can add new leads to CRM right from the web interface/panel of Zoho Mail using buttons at the bottom right corner of the screen. This is very handy. We add leads on a regular
Widget JS SDK to Upload a photo to a record in a Module
Good day, I would really appreciate it if someone can assist me. I have written a widget, to be used in a Custom Module in CRM. My goal: I want to upload a photo from my computer and display it in die "upload image" field. I am using the JS SDK: https://help.zwidgets.com/help/v1.1/index.html
Mobile App Location Features (Check-in, Maps) Not Working for Tasks Related to Deals (Address Data Copied via Function)
Hello Zoho Community, I'm facing an issue with the Zoho CRM mobile app's location-based features (like check-in suggestions or map pins) specifically for Tasks related to Deals. Goal: I want the mobile app's location features to work for Tasks related
Schedule Zoho CRM reports only on Business Days
Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks
Creating task at someones date of birth
Hi, I want to create a workflow which creates a task at someones date of birth. How can I do this?
How do I do a formula to join two fields together like first name and last name into full name?
Having issues with this in my custom module. In most CRM systems you would do: FIELD1 & " " & FIELD2 But it gives an error saying I'm not supposed to use double quotations so not sure what that means. I've tried to read the formula help guide but it's
Map Contact to Account record based on email domain
Hi Community, I'm looking for a (presumably custom) solution to map Contact records to Accounts based on web domain. E.g. new Contact record John Smith with email john.smith@acme.com is automatically mapped to Account record Acme Ltd https://acme.com
Making emails and notes private......
Having experience using a plethora of CRM's I have noticed that this is one of the pitfalls of Zoho. Many notes and emails we want to add to Zoho we would like to make private or only visible to a set group of people. The attached image from another CRM displays this feature. While company policy at some firms could be that all information added to the CRM is public information. This is a two way street. Lots of companies have employees that are independent contractors in sales industries like
Agent form for car showroom
Hey all! I am trying to make a useful crm form in creator for a car showroom. However, I am struggling with the best way to configure the CRM modules so I can make the form useable. They need to be able to have say a basic top level of is it a drop down
Zoho SDK versioning and repositories need permanent naming/versioning changes moving forward
I spent all day on this, a simple problem. Add a note to a lead, retrieve the notes from the lead. Finding samples and documentation is VERY difficult BECAUSE the versioning is totally non-standard. The php SDK doesn't follow SemVer. I suppose it may
Relay Mail Failed
Hello, We are using SMTP Relay Settings in ZOHO CRM for sending emails using office 365 server. But every time we are receiving below errors. The Relay Configuration for the domain Domain.com and feature WorkFlow has failed 3 times today . Mails will
Zoho CRM mobile: support for record images, predefined WhatsApp messages, and multi-select lookup field
Hello everyone We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here’s what’s new: Extended record image support for modules (Android) Predefined text support for WhatsApp messages (Android) Multi-select lookup field
Using Zoho for Quarterly Forecasts and Tracking Sales
Hi, I'm trying to set up Zoho to be useful for our company, and am finding it exceedingly difficult. We sell inexpensive products directly to a large number of accounts. All I want to do is to be able to make quarterly sales estimates, then track how
Introducing Color and Order Preferences for Blueprint Transitions
Blueprints exist to improve the efficiency of your company's processes and ensure compliance — but only if your users follow them promptly. More often than not, your users may find it challenging to adopt your processes and follow through on them, especially
The Status in Zoho Finance is inaccurate
We have many overdue invoices, but when we try to filter it by Status Overdue in the Zoho Finance Module it shows it as none This is also creating a problem when I need to Create a Chart or KPI for overdue Invoices If I open the Invoice I can see the
Zoho CRM - Analytics: How Can I Set Monday as First Day of The Week?
Hello, In the analytics section of our Zoho CRM (not Zoho Analytics), we would like to track our SDRs' outreach activity. However, it appears that Zoho CRM treats Sunday as the first day of the week for the "This Week" and "Previous Week" filters. How
In Zoho CRM, is it possible to transition from Approach 1 to Approach 3 based on the contract End Date? automatically
In Zoho CRM, is it possible to transition from Approach 1 to Approach 3 based on the contract End Date? I have one issue between Approach 1 to Approach 3 there is another transition Approach 2 Iam faceing the issue if use the blue print API means i able
HOW CAN I ADD NOTE FIELD IN EMAIL TEMPLATE?
I have an email template which i use as a lost deal notification. I would like to mention "Note" field also which captures the reason for the lost deal. I am not able to do so and i checked with help desk and they confirmed that it is not possible. Is
Filter lookup field using client script
Hi, I used client scipt to filter a lookup field- the trigger is on detail page onload. It works, however sometimes when I start typing in that field the filter is removed and the whole list is shown. What can I do so that should not happen? Thanks
Múltiple Deals when converting a Lead
Hello!!! I hope someone can help me figure out the best way to handle this scenario. I have a multi-select field named “Service” in the Leads module that captures either Service A, Service B, or both. When converting a lead, Zoho CRM currently creates
CRM API Search Record for Last Name equals "."
When using the CRM API to look for all contacts with a lastname = "." The API returns an Invalid Query Reponse I have tried (Last_Name:equals:.) (Last_Name:equals:%5C.) (Last_Name:equals:\.) We have a scenario where the Last Name may not be known for
If Problema Formula
Ceil(Datecomp(${Seguimiento de Venta.Fecha de la proxima visita},Now())/1440) Tengo porblema al plantear el If Quiero que si el valor es dega
Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
Record Locking for Meetings CRM
How can I lock meetings module in CRM? For other modules I can use Record Locking or Client Script, to lock some fields But for Meetings Client Script and Record Locking are both absent We have a problem, where employees are able to change meeting time
How to get the Logo
Hii Can you please Help me the how to get the Company Setting Photo using the Deluge I will Write this Code But here Will Fetch the Photo_id but We needed the image curl1= "https://www.zohoapis.eu/crm/v7/org"; info curl1 ; getTemplate1 = invokeurl [ url
Zoho API integration - missing tables even after using MODULES.READ scope across all modules
I tried to connect Zoho CRM to my Airbyte connector. I used clientid, client secret and the refresh token to do so. All I see is 77 tables available after connector. I miss few tables like lead agreement deal contact Can you please let me know, what scope
Bug in Kiosk Studio: GetRecords "Fields to Display" Change does not work
I made a Change in our Kiosk GetRecords "Fields to Display". The change does not appear in the actual Kiosk. Neither on preview, nor on live usage. Configuration: Actual Kiosk:
Field of Lookup Module 2 Way Dynamic Connection
I have several lookup fields in my custom Module And I have added fields from lookup fields to my module In my account module, I have a field called Quarterly Revenue Forecast But this is only one way i-e the field value is only fetched during record
"In Zoho CRM, during the Blueprint transition to the image field mandatory and file upload field mandatory
I want image and file upload field want to be mandatory during the blueprint transition In the QC done Transtion Iwant to make QC done file upload and Case QR Sticker Mandatory In Pre delivery Stage i want to make Site ready file upload field mandagtory
View Filter for Date field type doesn't give option for "not in the last" or "before x days"
I'm trying to set up some saved filters to organize a view better and I want to have saved filters based on the amount of contact that has been had with a client. We have a custom date field that records the last exchange with the client (whether call
Email Templates - Increase Width
The email templates created in CRM do not seem to allow to widen the margins. When the template is dropped into an email, the copy is centered in the email. Is there a way to increase the width or the margins so the text simulates a normal email?
Kaizen #186 : Client Script Support for Subforms
Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"
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