Help with function to update with same value
Hello, I need help with this function. in deals module, I have tree fields: - "Respuesta Cliente" (List) - "Plazo entrega CPQ dias" (Decimal) - "PLAZO CONTRATO" (Number) I have to create a workflow rule, that when "Respuesta Cliente" containts "Agree" or "Long-Term", then a function is activated to update "PLAZO CONTRATO" with same value as "Plazo entrega CPQ dias". Thank you
Let us rename/delete Related Lists
This feature would be very useful! Taylor S. Client Service Manager
Worflow condition based on Territory
We are wanting to setup a Workflow rule or a field update action based on Territory for an account (e.g. if Account Territory is X, set custom field to Y). I noticed that the territory field is not an option when defining rules. Any ideas on how to do this?
Can't Email Zoho Finance Estimate from CRM
I have Zoho One, and have integrated Zoho Books with the CRM. Everything works fine for me (I am the Super Administrator). Security for all modules is set to Read/Write/Delete, and Zoho Finance is turned on in the security settings. I have other users with Manager > Standard access. When they create an Estimate through the CRM link and then try to email it, they get the error message "You do not have sufficient permissions to perform this operation. Contact your administrator." I changed the Role
Condensing the Page
Is there any way to condense the page view by reducing the padding between fields? There is a lot of blank space on the page that could be filled or better utalised. Andrew
Editing Forecast Category
Hi there, I have customised my Sales stages in the section "Stage Probability Matching" I wanted to update the related Forecast Category, however am having some issues In documentation it says you can: Associate Forecast categories (Pipeline, Closed, Omitted, Best Case, Committed) However in my Zoho CRM, I can only see Pipeline, Closed and Omitted There is no Best Case or Committed Where do you add these Forecast Categories of Best Case or Committed? Note that I am only using the Free Edition of
Can I update multiple fields and calculate those fields based on fields in the parent module and child module?
Hi, I have parent accounts in the Accounts module that have attendance percentages in % Filed A, % Field B, % Field C totaling 100. The children of each parent account are reservations that live in Custom Module and have a Total Attendance field and Attendance Field A, Attendance Field B, Attendance Field C as a number. Attendance Field A,B,C in each child account should be calculated based on the percentages of the parent account multiplied by the Total Attendance field in child account. The Attendance
Machine Learning - Word of the day #57
Machine learning is an area of artificial intelligence (AI) and refers to machines and systems automatically learning new behaviors and processes from experience without needing to be specifically programmed for them. When exposed to new data, these computer programs are enabled to learn, grow, change, and develop by themselves. So, put simply, the iterative aspect of machine learning is the ability to adapt to new data independently. This is possible as programs learn from previous computations
Auto populate a field in the event based on values from another field
The scenario with me today is that I have a table which looks like this Field A Field B Field C a1 b1 c1 a2 b2 c2 In the event section, I would like to just fill in Field A .. Field B and Field C should get populated based on mapping of Field A Example I fill in a1 and for Field B and C they should get auto populated as b1 and c1 respectively. How do I do it ?
Can Zoho CRM be used to find out distance between two locations input in their fields ? Can G-suite integration help ?
I am premium customer for Zoho CRM and G-suite. My team collects pick up and drop location for customers over call. Can I use the Google map integration through Zoho to give me distance between two points ?
Zoho Finance Permissions Missing from Security Profiles
We have Zoho Finance Enabled to integrate with Zoho Books. It all is working as expected. I need to edit security profiles to limit who can see Finance from the related lists for accounts and Contacts. I do not see finance listed in any of the security profiles as per the setup instructions. Does anyone have an explanation?
Update Date Field
Hello, I have two fields: - Plazo entrega CPQ dias - Estimated Shipping Date I need that "Estimated Shipping Date" is automatically updated: current date + Plazo entrega CPQ dias Thank you
Converting Won potentials in Zoho CRM to a project in ZOHO PROJECTS
We use ZOHO CRM and ZOHO Projects. Is there a way to convert a won potential to a project? Dan
Help on transfer data and update data between two modules.
Hi, How can we copy some fields value from a custom module to "Deal" module whenever a new record is created in the custom module? In addition, based on the above two linked records, when the field value is changed either in the Custom module or "Deal" module, the corresponding field in both modules are updated accordingly. Most likely it can be done by custom function. Is there a sample can be reference? Thanks, Br, Andy
Workflow starting with no apparent trigger
Hello, I've setup a workflow which is triggered when an account is created or edited. It then check a checkbox state, and when true, it updated related contacts fields. This is the following post: https://help.zoho.com/portal/en/community/topic/how-to-send-email-to-contacts-filtered-by-one-account-field The workflow ("CRM Push Fleet to contact") behave as normal, when the accounts is edited manually from a colleague. (there is a second workflow "Company has Fleet" handling the Fleet checkbox) For
Create Sandbox with valid data
I'd like to create a sandbox with a copy of our existing data, so we can test against live information. There doesn't appear to be a way to do it? I tried doing a backup, but there's no way to RESTORE that backup? What's the correct process here?
Subform into Inventry Template in ZOHO CRM
I am working in Travel industry. Sometimes i need to have a subform in the Zoho inventry template to create a quote. (basically they are flight itinerary). Can zoho please consider let us add a subform in the inventory/email template please?
Viewing Layout
I am the Administrator and the User I have created 3 new Layouts for Leads. When I create a Lead it asks me which Layout do I want to use for the Lead. No problem that works fine. I have also created a few test Blueprints that seem to working fine. My problem is I can not select the different views when I open up a Lead. When I open up an old lead I do not see the choice to use a different view. Before I created the most recent layout which has a unique field I could see all the Layouts. Now I can't
Automatically transfer from one module to another based on date/time field.
I have two modules 1. Module Alpha 2. Module Beta. In Module Alpha each lead has a field with a time date value e.g. 23/6/2020 15:40. Is it possible to set up (automatically) when the time date passes in Module Alpha (23/6/2020 15:40), that lead automatically transfers to Module Beta?
function - display company name based on selected contact
Hi, The quotes module which is part of the crm has some tabs which I cannot remove so I've decided to create my own module similar to the quotes. I have created and added all the necesary fields. Now my issues is when I select the contact person it doesn't automatically lookup for the company to which the account belongs. I have been looking all over trying to understand how to do the same function to pickup the company in lookup field when a contact is selected, and I have no been able to understand
Missing Kanban view for leads
Hello, I do not have Kanban view for my leads. Standard Subscription. From where to acivate it. For Dealsd module I have it Thanks
Artificial Intelligence - Word of the day #56
AI stands for Artificial Intelligence and can be defined by creating and using machine processes that carry out actions “intelligently,” mirroring human behavior and responses. Some AI activities of today’s world include: speech recognition, information processing, self-correction, reasoning and problem solving. Over the past few years, Artificial Intelligence has been pushing the boundaries of what business tools can do. AI that can talk has been around for sometime now but it has started to show
Zoho CRM Mail - Default emails shown from CRM not personal within CRM
i send alot of emails from zoho crm , but i have set up an emails tabs and use zoho to manage all my incoming emails. i was wondering is there a way to default the view to emails sent by zoho crm rather than the public user within zoho crm. thanks
Alternative to Tags
I'm still relatively new to Zoho CRM and am trying to find an alternative to using tags, which is something we are becoming rather reliant on. I've just discovered we can only have 10 tags per record and it's highly probable that in the current way we are using tags, many of our contacts could have more than 10 tags against their records. We use tags for custom views, CRM workflows, Campaigns workflows, sync services, Zoho Forms, Zapier connections, etc. Our contacts engage with us in many different
Delete recurring task series
Can you please tell me how to delete a whole recurring task series? I seem to be only able to delete one at a time. Thanks, Cheryl
Can Zoho WiKi be integrated with Zoho CRM?
Can Zoho WiKi be integrated with Zoho CRM?
Customer Service
I need help trying to find a solution within zoho that can allow me to upload assets and email them to a client - and receive receipt of delivery. Can someone reach out to me?
Help with IF Function
Hello, I have different fields: - CPQ TIME - Reply (list field with 3 possible replies) - OK - SOON - LATE - DATE ASKED - DELIVERY TIME - SIGNATURE DATE - FINAL DATE I need a function for final date. This field must be calculated based on the other fields. If REPLY = OK, then final date is signature date + CPQ TIME If REPLY = SOON, then final date must be SIGNATURE DATE + DELIVERY TIME if REPLY = LATE, then final date must be DATE ASKED I have tried to create the function for this
Validation Rules - Word of the day #40
Validation rules in Zoho CRM allows you to define the accuracy and validity of the data that enters CRM. That is, you can define the undesirable values for a field in a validation rule, and if a field value entered for a record matches the criteria defined in the rule, CRM will throw an alert and will not allow the record to be saved. Here's a knowledge-base article on creating Validation Rules. Check this quick video on understanding Validation Rules. Previous 'Word of the Day': Sandbox Next 'Word
Mapping of Enrich data suggestion with actual values in CRM
Hello, I use quite regularly the Data enrichment feature and something that I would like to see, is the possibility to map the "enrichment value" with values we have in CRM. I explain. Zia suggest industry for a client, eg. "Computer Programming Services"
Telephony - Word of the day #55
The Telephony feature connects the PBX system and the Zoho CRM system that holds all the important details of your leads and customers. With this feature, Zoho CRM offers you a platform to manage incoming and outgoing calls. Not just that, it reminds you of the calls that are scheduled and also identifies the caller and matches the details with the customer's record in Zoho CRM. Here's a knowledge-base article on Telephony in Zoho CRM. Check this video that show Telephony feature. Previous 'Word
Zoho IP addresses used to access a customer's IMAP and STMP ports
I am trying to setup the IMAP and SMTP integration for a customer. IMAP isn't enabled by their IT company. They won't enable it until I can tell them the range of IP addresses (belonging to Zoho) that would be accessing the IMAP and SMTP port because they don't want to expose those ports to the world - is this something that you give out? Or, are you close to releasing a true Exchange connector that doesn't required IMAP and SMTP?
Function to Select City by Zip Code
I am trying to figure out if there is a way to select the applicable city, if multiple exist, when entering an address. Currently I have a function that utilizes Google Maps Geocode API to search by zip code returns the city, state, and county but the problem at hand is sometimes some zip codes apply to multiple Cities. For Instance: { "results" : [
{
"address_components" : [
{
"long_name" : "33707",
"short_name" : "33707",
Looking for a Zoho CRM Freelance developer to prepare management level dashboards & reporting structure
Hi, Looking for an India based Zoho CRM developer to help to prepare Zoho dashboards and reporting.
Notification API
Hi 1) Can you explain me the difference between PUT & PATCH? https://www.zoho.com/crm/developer/docs/api/notifications/update-details.html https://www.zoho.com/crm/developer/docs/api/notifications/update-info.html Input REST request is the same everywhere What does this phrase mean - "To update only specific details" 2) Why can not I delete the current channel, using the channel_ids and DELETE method https://www.zoho.com/crm/developer/docs/api/notifications/disable.html And create a new one with
Associate Price Books and Accounts for Quote Generation
We are new (30+ days) to Zoho CRM and are having a lot of success getting it implemented, but there's one nagging item that our salesmen are complaining about. We have created 3 price books. We need 3 books because we are a manufacturer and we sell to DISTRIBUTION, INSTALLERS, and END CUSTOMERS, depending on the sales situation. When a quote is started for an account, the first PRODUCT in the Product list can get inserted into the quote, then the QTY, and then we have to look up which Price Book
How to share leads between two users - lead generation and lead closing team?
Hello, We currently have two different kind of users :- 1) lead Generator 2) Lead closer Leads module access is with 1) and Leads module and Deals access is with 2) In the Leads form, we have added a custom field called "lead closer" which is a user pickup list. Same field has also been added in Deals form. Now when we assign a lead closer using custom field and then hit convert lead > deals - we are loosing value stored in the custom field as it becomes blank. Also as a result the lead closer can
Zoho Flow: CRM to Sign - Ownership of Sent Document
As the Zoho Sign integration with CRM doesn't work on custom modules, I have had to do it via Zoho Flow. The issue I'm having is that the sent document's owner is always set as me (as I created the template/flow, presumably) rather than the person that pressed the button within CRM. As a result, the user is unable to check on progress without having admin rights. I can't seem to find a way to set ownership from either a function or from Flow. Has anyone got any ideas how I can do this?
Linking to Shared Email Accounts
Morning All, I have Zoho setup using the imap integration to monitor emails on my main email account and that is working fine, but I would also like to get it monitor and link emails on a couple of shared company accounts as well as a GMail account. Is this possible to setup? Thanks.
Help to Copy Value from PandaDoc Related List to a Custom Field in CRM
Hello, I am trying to copy the Status value from the PandaDoc Related List to a custom field in my CRM Contact's module. The PandaDoc Related List API name = "PandaDoc_Documents": The custom field's API Name = "PandaDoc_Status": If I can run a workflow to update the current "PandaDoc_Documents" status value to the custom field "PandaDoc_Status" then I can complete my goal. Any advice on how to create a custom function for a simple copy? Thank you very much for any help.
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