Send mails to every email address in a subform
Using zoho crm I have created a custom module that has a subform to look up and select various contacts in a group. I need a solution that would help to send separate email notifications to the different members in the sub form. The issue: - The basic
create contact from deal - and when its updated , not to creat a new one
when i make a new deal . the aoutomation makes a new contact i want to update the deal and the contact , without makeing a new one ...
Search API not working - returns 204 for existing lead
Hi, I'm trying to run query https://www.zohoapis.com/crm/v2/Leads/search?criteria=((Linkedin_URL:starts_with:/dmitry-dubovets-1a70ba51)) But always getting 204 status code. This lead definitely exists https://crm.zoho.com/crm/org735550303/tab/Leads/
INVALID_MODULE for Custom Function
Hello, I am trying to run a simple custom function in the Projects module. I would like to update the name of a project based on some settings on the record. However, when I try to use zoho.crm.updateRecord("Projects",Id,updateMap); I get this error.
How to pull lookup field from one module to another
Hi there, I want to be able to pull the deals field which is a lookup field from one module to another, which in this case i want to pull from the module purchase orders to Sample/product. either through workflow or client script, whichever is easier
Cross-modular views that are "actionable"
Here's my dilemma; I have companies classified by business sectors in their module. Then I have contacts grouped by function and decision-making level. Let's say I want to email-merge a template to all primary decision makers in companies that operate
Tasks and Tickets - Unified View
Is there any way I can combine the lists of Desk Tickets and CRM Tasks into one place where I can view everything assigned to me in a consolidated manner? I'd even be fine with the two lists still being separate, but on one single screen.
Auto number Field Behavior
Hi, I've been using auto number fields in some modules and always struggle with some limitation, so I would like to check if someone can confirm this. Imagine I have an auto number setup with a prefix containing the year in double digits {YY} and the
Date not updating automatically
Im not able to call use the code below to update the field as shown in the picture, im not sure whether i did something wrong but the outcome i want is the date to show up for example as: Oct 24 2024 var date = new Date(); var formattedDate = date.toLocaleString('en-US',
Closing an Event
It appears that an Event cannot be marked as closed, but can only be edited or deleted. Is that correct, and if so why? I like to keep track of my completed meetings, so would nice to see all such meetings in the Closed section. David Shalev | Chief Revenue
How to automatically update email field based on user field
I want to be able to automatically fill up the section Sales support email based on the sales user that is selected So what ive done is stored the sales support email inside of the user that the one of my sales person uses. I want to know whether this
how to get access all leads from zoho crm
i want api code or documention to get all zoho crm leads , insert and update using api code
two accounts
Hello, I have 2 companies . Now I use zoho products for one company Vip communication SNC. Questions is : How I can use zoho for two companies from one admin panel but pay for zoho for 2 different invoice ? Thanks
API error code "NO_CRM_ACCOUNT"
Can anyone tell me what this error code means? { "code": "NO_CRM_ACCOUNT", "details": {}, "message": "The token does not bind to any CRM account. Generate new organization specific token.", "status": "error" } I can't find any information on what may
The token does not bind to any CRM account. Generate new organization specific token.
Started getting the error today. Refreshing the token doesn't help. {"code":"NO_CRM_ACCOUNT","details":{},"message":"The token does not bind to any CRM account. Generate new organization specific token.","status":"error"}
The token does not bind to any CRM account
I have created a sandbox and I am trying to push products and the thing is that for Production everything is working but in the sandbox {"code":"NO_CRM_ACCOUNT","details":{},"message":"The token does not bind to any CRM account. Generate new organization
How to disable Quick Edit for a subform
Is there a way to disable quick edit on a subform? I tried to disable quick edit on a subform with ClientScript, but I was unable to set it to read-only with the code below. let fields = ZDK.Page.getField('Quoted_Items'); field.setReadOnly(true); log:
How to get backend URL
Hi there, I was wondering how i can get the backend URL for the code below: response = invokeurl [ url :BACKEND_URL + "/purchase-orders/generate/excel/" + purchaseOrderId type :GET connection:"backend" ]; return response;
Account to Account Multi-Select Lookup
I must associate one account with many other accounts without making them member accounts. However, when I go to make a multi-select lookup, accounts aren't an option. How do I do this?
COQL or deluge API, how to get the total count that match criteria?
This is a simple count, but given the 200 record limit, and the fact that I don't need any of the results, just the count, why do I have to page through and perform such an expensive operation. The following shows how I successfully used deluge and COQL
can you set a pick list and allow for multiple selections
I want to create a pick list of possible trade shows a customer would attend and select ALL that apply so we can contact them around the time of each trade show. Is there a way to create a pick list where multiple items/choices can be selected and shown
How to mass delete notes?
Is it possible to mass delete for example all the notes created before a certain date? It would be very useful
ZoHo CRM add images to Sales Order PDF template
I would like to add images from a Sales Order to the PDF that is sent to customers via E-mail. Is this possible? I know I can add images to the template. But it needs to be loaded from the Sales Order module. We have a custom image field there and that
How to Automatically add a related deal to logged calls
Update: I put updated working code at the bottom of the post In my crm I always have a deal for every contact. I usually am referencing the deal and rarely the contact. So if there isn't a log called in the deal module i usually miss it. That wasn't too
Add Custom Task Fields in Cadence Task Creation (Without Setting Them as Mandatory)
Dear Zoho Team, I hope you are well. We would like to request an enhancement to the task creation process within Zoho CRM Cadences. Currently, when creating a task as part of a cadence, only the default task fields and those set as mandatory in the task
Create a new ticket in Desk from CRM
I want to Create a new ticket in Desk when Stage is set to On-boarding in CRM and don't know the best way to do it. First I created a Rule that will call createOnboardingTicket_Test Then in the function I use this with my actual Organisation ID as ORGID
Introducing call transcription and intelligence
Dear All, We're thrilled to introduce Call Transcription and Call Intelligence—new features under Zia. You can now get transcribed audio recordings of your phone conversations, and together with Zia's intelligent analysis, you can derive call-related
How to create a system to track the order quantity of goods, showing how many have already been issued in delivery orders (DO) and how many are still pending for delivery.
I want to be able to create a system that tracks the order quantity of goods, showing how many have already been issued in delivery orders (DO) and how many are still pending for delivery. An example of what Im looking for: under sales order module below
Ability to Open a Zoho Desk Ticket from Zoho CRM Cadence
Dear Zoho Team, I hope you are doing well. We would like to request an enhancement to the Cadence feature in Zoho CRM. Currently, when creating a Cadence, we can select actions such as sending an email, creating a task, or logging a phone call. We would
Revenue this month
Why revenue this month doesn't show information but Revenue by user gives the information?
Clone a Deal when I change the stage to Closed Won
Hi There, We want to automate cloning a deal when the stage is changed to closed won - this is because all our deals will have a renewal in 12mths so we generate another deal with a closing date of 12mths hence. We have tried to use workflows or layout
Blurry images when exported into excel
Hi there, I have an issue with some photos being blurry when exported to excel. Is there anyway to fix this?
Zoho CRM says "invalid data. Check the input for Who_Id and try again."
What is Who_ID? Is it the OWNER or the LEAD or something else? I'm trying to add a Call module entry to a Lead in CRM.
Can't connect to the API
I'm very familiar with API integration / coding / etc. But I seem to be unable to get past the first step of connecting to the Zoho API. I believe I've taken the necessary steps as per: https://www.zoho.com/accounts/protocol/oauth/self-client/authorization-code-flow.html
Does Zoho CRM support Arabic Language yet or not?
Does Zoho CRM support Arabic Language yet or not? i want to use zoho crm but i need An Arabic version is there are an Arabic version ? Moderation Update: I'm locking this post as the solution for this requirement has been provided.
Client Script - Simple popup if a field is not filled
Hi, should be simple but I'm quite a beginner at script : I have a field that I don't want to make mandatory, but I would really like to encourage employees to fill. My goal is to show them a popup when they save a contact (initial save + all the saves
CRM Blueprint Transition "After" Actions: What will be executed first?
Hello, so I defined a Blueprint to rule our Leads management and qualification process. Everything is looking good and all stages were covered, I just have a concern with a transition and its After actions: After a lead is qualified, I need to change
Scheduled email report in CRM
I would like the ability to create a report of emails which are scheduled to be sent. Ideally I would also like to see the date and time these emails are scheduled to be sent. It is already possible to crate a report of emails sent so I don't think this
Email automation
Once a person opens the email, they don't receive subsequent communication or they click on the coupon code they don't receive it again. Is it possible in Zoho CRM?
How to add Account Type field to Contacts
I've seen a few topics on this but none explained it well enough for me. I want to filter Contacts by the Account Type. To do this you will need to create a function and then associate the function with a workflow. I found this post with a function
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