Client Script - getBlueprintTransitions returns array of empty objects
Just like the title says, when I'm getting the Blueprint transitions via client script, the function returns an array of empty objects. It does correctly get the number of blueprint transitions on the page, however all the objects are completely empty.
ZOHO Blueprint and Workflow
Hi, Correct me if i'm wrong, Blueprint triggers when a record that meets the criteria is created. It follows a specific transition that you will be setting up. Does blueprint work if the first state was triggered by a workflow? For example, In my custom module 1, I have a field named status. The statuses are 1, 2, 3 and 4. As soon as I create a new record, a workflow triggers that updates the status field to 1. Can a blueprint start from 2? My other concern is, can blueprint transitions work at the
Button Deluge not working
Please let me know if I need to post this somewhere else - this is my first time using the forums. I am attempting to build a button with a function that uses a multi-select lookup to build a list of interested buyers for properties based on the zip code
maximum limitation of COQL API
from this documentation it said: You can retrieve a maximum of 1,00,000 records in multiple API calls per unique criteria. f you want to retrieve more than 1,00,000 records, use the Bulk Read API. my questions are 1. what is per unique criteria here?
Post announcement / message on home or dashboard screen
I would like to post company announcements/messages on the Home Screen of our users. What is the best way to do this?
CRM is shut down.
Weekly Issue. Every button is shut down. Record cannot be saved. Stability is a joke.
Cant set required field
When trying to set a field as "required" - it is coming up with an error which states it is not "read/write" and to change this to allow the area to be mandatory - however it IS read/write for ALL users and profiles? Please can someone advise?
Dashboard tabs - last month relative
Hello, On my dashboard, it has "last month relative" under some tabs such as deals created, for example, highlighting if it has increased or decreased from last month. Is it possible to add this feature onto the other tabs? There are a handful which don't
Transferring Attachments from Lead to Account
Hi All, I'm trying to create a function that will transfer attachments in leads to the newly created account. I know there's an option to choose where the attachments go when you click the standard convert button but we have a high volume of conversions
Connecting Contacts and Leads
Hi, I found out that if a lead is already converted to contact, and another lead comes into the system (with the same data), they can live side to side without any connection between them (although they have the same email/phone in both). Is there a way,
Zoho API COQL authorization problem
Hello! I am encountering a problem while executing a COQL endpoint request. I'd like to execute a simple COQL request, but whenever I try sending a POST request I get this response: {'code': 'OAUTH_SCOPE_MISMATCH', 'details': {}, 'message': 'invalid oauth
Fetch extra products data from invoice in one query with invoice record
Hello, community Is it possible to fetch extra products data from invoice in one query with invoice record? With /crm/v6/Invoices/{some_invoice_id} we could get Invoiced_Items with some products data in Invoiced_Items field If we need extra data we should
how to import products and unable to change home currencies
i am unable to upload products, i want to change home currencies from usd to inr,
Please create a "TAG" custom field type
We need a "Tag" field type for multiple value situations that are large and grow or vary more than a select list can handle, but more restrictive than a textbox with values separated by commas so that users must use predefined/pre-used and formatted values . This would be for fields like: Vocation - Attorney - Estate/Trusts, Attorney - Personal Injury, MD - Osteopath, MD - Pediatrician, MD - Oncologist Interests - Skiing, Swimming, Equestrian, Golf, Sailing, Fencing, Baseball, Crickett Groups - Veteran,
Canadian Data Center
Hi I am wondering if Zoho has a Canadian Data Center? if so, where? And how would I go about getting our information transferred there Thank You -------------------------------------------Moderated on 3rd Nov'23--------------------------------------------------------
Introducing the locking option for CRM records
Last modified on 06/04/2023: Record locking option in CRM is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, Hope you're doing well! We're thrilled to introduce our latest
detect incoming calls right, correct allocation of incoming calls for workflow rules (calls -> leads)
hello, i have a question about processing incoming calls. I use placetel with phonemondo. However, my workflow does not work. Module: leads This rule will be executed when an incoming call is logged or modified. This rule will be applied to incoming calls
Introducing Functions IDE in Zoho CRM
Hello everyone! We hope you are doing great! We're excited to enhance your coding experience with a new IDE for Functions! This IDE is more powerful and is equipped with developer-friendly features such as executing the function without affecting the
Template Linkage invalid
I am trying to add a website linkage in our Inventory Template. When I click preview template, linkage is clickable, while I try to export , the linkage is being invalid... Is this a bug in PDF exportation?
Invalid OAuth Token
Hi, I'm currently attempting to retrieve Contacts field metadata for testing as documented here: https://www.zoho.com/crm/developer/docs/api/v7/field-meta.html At https://api-console.zoho.com/, I have created a Self Client application, and generated a
Enabling Call as an Activity type
Hi all We've seen this video on using Calls to log, well, calls to clients. However we don't have the Calls activity type showing under the + next to Activities. I can't see any mention in the settings either. https://youtu.be/pyK1kNUcBjY Does anyone
Enhanced duplicate check for Leads in CRM
Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This
Adda signature in a quote
Hi there, how can one place a signature in a quote?.. thanks!.. Alex.
Zip Code or Post code assignment in Territory manager to distribute leads
Hi, I am quite interested in Zoho due to multiple functionality but wanted to understand as a multinational multi- dealership infrastructure where we need our leads to flow through to various outlets based on their Zip or Post code, how do you assign
Message Id of emails from IMAP is not the same as Gmail's message id
Hi, I'm working in deluge functions that get all emails of a module (zoho.crm.getRelatedRecords("Emails","Contacts",contact_id,1,200,{"type":5});), but the response message id of the email is not the same as Gmail's message id, Can you explain to me why
Send out follow-up email in the same thread (threaded conversations in individual emails) from Zoho CRM
Hi, I'm new to Zoho. I'm trying to send individual emails to my leads one by one. And I'll send out follow up email if I don't hear back from them later. However, instead of sending a new email, I want to reply in the same email thread so that the recipients
How do you convert a deal to an invoice?
I am trying to auto generate an invoice when a deal is marked as "closed won" and "payment status" (a custom field) is set to "Invoice". I then want to automatically send the invoice to a client to pay with credit card via the PayPal integration (or another option if one exists that allows credit card). I am using the "payment status" field to differntatie between deals closed won that were payed with cash from those that need to be invoiced etc. What is the best way to handle this?
Is it possible to customise the lead conversion page in Zoho CRM?
I am looking to add/remove some fields and permissions on the lead conversion page when you convert a lead. I can't seem to find any information on whether this is possible or not.
Tag Limits for contacts module
Hi, I don't really understand the limits for tags which are mentioned here: https://help.zoho.com/portal/en/kb/crm/manage-crm-data/record-management/articles/tagging-records#Tag_limits Edition No. of tags per record No. of tags per module Standard 5
Zoho CRM Recurring Tasks creates the entire series
Hello all, we have the following issue. We use Zoho CRM tasks and we use them as recurring. at the moment however if you set a task to “repeat monthly” and “never end” it automatically creates a monthly task for each month until 2028. is it possible that
Not possible to remove mandatory system fields?
Is there no way to make things like under Calls "Call Duration" or "Call Start Time" or under Potentials "Close Date" not mandatory? These fields are useless for my organization and waste time but the box is grayed out to not make them mandatory. It's
I am not the CEO.
I signed up for the basic Zoho and it lists me as CEO. Apparently others have this same issue. If we are not allowed to change the "role" then perhaps the default should be more generic. "CEO" would apply only to a very few who sign up for a "FREE" software. Please help me change this. Thank you!
Improper code format
Hello, I recently switched to the new Deluge editor in Zoho CRM and I am editing an existing script but it returns an error: Improper code format Correct format : <return_type> <category>.<function_name>(<type> <arg1>, <type> <arg1>,...<type> <arg50>){
Notes Problem
Hi there, So here is My path When a custumer goes on my website and fill up un form Form received on mail Then Create a new Lead in Zoho CRM When I convert the lead to Contact Create customer to QuickBook and Creat a New Deal in pipe Line Here is my problem.
Search if Image exist
Hi! How can I search in ZOHO CRM if the record contains an image? What is the best why for this Thanks.
Zoho CRM and Google Sync - delete Contacts?
If I delete a contact in Zoho CRM, will it also be deleted in Google contacts?
Multiple Blueprints on different fields at the same time.
It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract
Disable the Checkbox with a Client Script in Leads
Hi, Can the checkbox for Data Processing Basis be disabled for a specific type of user? Thanks
How to import email activity into Zoho CRM
Hello There I am currently using hubspot and able to export out my email activity. I want to import the email activity into hubspot How do i do that as i do not see a email module in Zoho CRM
Outlook to Zoho sync
I am the admin for our company and I have (1) single user that is having difficulties with her emails syncing. I have found where the problem is, but I don't know 100% if what is happening is how the plug-in works or if it's a setup issue. My boss created
Next Page