Products Quotation Markup
We are creating proposals for our customers. So our numbers change each project, but the "Products" are the same on each proposal (installation, Product, Etc.). I want my sales team to generate a quotation, plug in a "Cost" and have Zoho markup that cost automatically. I DO NOT want to create a new product for each project. I see there is a "List Price" and I can enter that. However, I need to enter a cost and have Zoho Markup the price to a specified %. Is this possible? Currently we are
"Search" in CRM does not work, also some other ZOHO-modules (like ZOHO-books)
Hi there, as mentioned above, when we search for a customer by typing the first letters in CRM, the customer is not been shown but the contacts are. Also some modules do not work, like ZOHO-Books. Am writing from Germany.. Cheers, t.
Help with Workflow Rule - field update - Created.date + 30 days
Hi, I have a custom field on Leads named "EndSubscriptionDate" I need that EndSubscriptionDate value will be lead's creation date + 30 days. I've tried to create a Workflow Rule https://prnt.sc/rdokqn In this field update I want that the value will be Created.date + 30 days. https://prnt.sc/rdokzl Please help Yair
CRM: Data Enrichment - values for Industry?
I am using Data Enrichment in CRM to bring in data. I want to be sure that my 'Industry Type' field has the proper values in CRM so that that data point can be brought in. Does anyone know the list of values for Industry Type, or where Zoho pulls this data from?
App Spotlight: Commercient ExactOnline for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Commercient ExactOnline for Zoho CRM Connect your Exact Online ERP system with Zoho CRM to sync data without manual data entry or the risk of human errors. Get the app here Business needs Having all of the information that’s important to your accounting team and the sales department in one easy-to-access place is necessary to boost efficiency and internal collaboration between
Many-to-many with contacts and accounts (or custom) module also possible with email?
Hi there. I have one very simple core functionality requirement from Zoho CRM. I am trying to test it out to see if it is possible and I have failed so far. I need to associated contacts with accounts (or happy to create a custom module if needed) on a many-to-many basis. Imagine "accounts" as projects... we have multiple contacts (individuals) on some accounts/projects and some contacts (individuals) have more than one account/project. However, we want to be able to view email associated with an
Subform
How can i fetch data from a subform, and map it. i tried multple ways from what i could find in the community but cant seem to make it work for subforms My Module name is "CustomModule1" My subform name is "Pièce détaille"
Automating the update of a formula field involving the use of "Datecomp" and "Now()" functions.
So some background: We have a module where we store info on loans borrowed. This module has a field called "Days until debt is due", and this field works by calculating the difference between the current day (indicated by the "Now()" method), and the date the debt is due. However, I realized that for records in the CRM, any field involving the use of "Now()" is not dynamically updated so it reflects the current day. "Now()" only updates when the module is updated. After some googling, I got around
Recent updates: Execute lead conversion mapping in Sandbox and Attach files from Zoho WorkDrive
Hello everyone, We have introduced the following enhancements in Zoho CRM: Execute lead conversion mapping in Sandbox: Lead Conversion Mapping can be first executed in Sandbox to ensure mapping across the modules is done correctly before deploying to the production account. The fields from the Leads module can be mapped with the respective layouts in the Contacts, Accounts, and the Deals module. Once you are sure with the mapping you can deploy it in the production account. Please refer to the help
Default Price Books
Does anyone know if it's possible to select a price book once for a quote. And then when you select products, it will pull pricing from the price book? Right now, for each product I select, I have to click the price book icon, and then select the price book. If i'm generating 10 quotes a day with 10 line items, that's a lot of clicks! I wish I can click select the price book at the beginning and then just add products from there. I know you can do the Zoho Book integration, but it doesn't have a
Record Owner Id from zoho.loginuserid
Hey, I'm trying to set the owner of a new record as the current logged in user, using this: data.put("Owner",{"id":zoho.loginuserid}); I'm getting an error that the id must be long (type), but there doesn't seem to be a proper way to convert it (from string). I'd appreciate any help on this matter. M.
Date/Time issue
Hi, I have a date/time field in my Deals called “Move to Research” – the date shows be the 9/3/2020 in the record. However when I use this as a merge in an email template it’s showing as 3/9/2020 (US Style MM/DD/YYYY) for some records and 3/9/2020 DD/MM/YYYY in others. Why is it doing this, and how can I fix it?
Moving Address Values from "Other" to Empty "Mailing"
I synchronize my contacts from Gmail. Some contacts' addresses went fine into "Mailing" part but some - to "Other", leaving the former empty: I assume there could be a custom function to move all corresponding "Other" fields to "Mailing" if "Mailing" fields are empty. It would need to run on all contacts. I tried figuring it out in the automation but failed. Could someone help out, please?
Search in crm
Since this morning search field in zoho doesn't show results. Zia doesn't show any result for a query. Customers are not found, contacts are not found etc.
Lists don't match between sync with campaigns and filter in prospects
I am building an e-mail list out of Leads/Prospects module using a tag. When we filter in the module for the tag, e-mail field contains data & opt-out not selected that saved filter should match the list in campaigns after is was synced. I have 4 different filters and 4 different list with 4 different syncs. None of them match the count that I get directly out of the module. This holds true for both Leads/Prospects & contacts. What am I missing?
Zoho Event and Outlook Event Mapping
Hello, I was wondering if someone has experience with integrating Outlook/Microsoft 365 and Zoho CRM. I understand how to configure the integration as well as synchronizing the two applications' calendars. However, we have recently decided to make 'Event Purpose' and 'Event Type' mandatory when creating an event in Zoho. The vast majority of our users prefer to create the meeting/event in Outlook. I understand that an event can be created in Outlook without these fields, then edited in Zoho. However,
Update contact using V2 API failed
Getting an error while trying to update Contact using V2 API. ZCRMSDK.CRM.Library.CRMException.ZCRMException: 'The given field is not present in this record - id' code Snippet ZCRMModule moduleIns = ZCRMModule.GetInstance("contacts"); //module api name List<string> fields = new List<string> { "Last_Name", "Company", "Email", "id" }; //field api name BulkAPIResponse<ZCRMRecord> response1 = moduleIns.GetRecords();// get Records with cvId, sortByField, sortOrder,
Internal Server Error on GET https://www.zohoapis.com/crm/v2/Events
When I try to get: https://www.zohoapis.com/crm/v2/Events?page=729&per_page=1&fields=$recurrence_id,Recurring_Activity response from API is: { "code": "INTERNAL_ERROR", "details": {}, "message": "Internal Server Error", "status": "error" } But request without Recurring_Activity field is ok. Sample: https://www.zohoapis.com/crm/v2/Events?page=729&per_page=1&fields=Recurring_Activity { "data": [ { "id": "333359000009811735", "$recurrence_id": "1341072000000"
Loop Problem
how to do iteration only using start date and then store the dates in a list?
How to set up an Affiliate Portal?
Hello! I am wanting a step by step guide for making an affiliate portal. My business relies heavily on affiliates and partners outside of my business being able to track and see the progress of the clients they refer to my business. Can anyone point me to how to set this up. I have seen the client portal, but I did not see how to set that up for affiliates.
Field locked
Hi, Some of our users see the 'Lead Status' field as read only, even though the permission set to Read&Write and it's a mandatory field. These users are with Standard profile and should have the option to edit that field for their own leads (created by them). Can you help? Thanks, Natalie
Deluge Script Editor does not work for related lists custom functions
Hi, I'm currently trying to write a custom function for a related list. Unfortunately the deluge script editor doesn't seem to work properly for me. It won't let me save the script. In builder mode, it doesn't even show the buttons for saving / executing. In free script mode, it displays buttons but once I click "save", it will display "Saving..." and won't proceed. Steps to reproduce: 1. Add related list 2. Select "custom function" 3. Provide name, description, argument (any values will result in
Attention to People using Custom Functions!!
Hello and good day to you folks!! We are excited to introduce our new Version 2.0 APIs, which are also supported in custom functions. As a result of the update to Zoho CRM Version 2.0 APIs, the CRM’s Custom Function Integration task, which allows you to perform automated tasks in CRM, has undergone some modifications. The zoho.crm.create() integration task will be renamed to zoho.crm._create() progressively. This change is being made by us, to differentiate version 1.0 from version 2.0 APIs. The
Migrating to the API V2
Hi there, I have a creator app that has ceased working since the API V1 has been turned off and I cannot for the life of me get it to work with the V2 API. The problem basically is I am using a deluge script to do a "zoho.crm.getRecordByID" call and since the V1 has gone away it just returns nothing. I have tried creating a connection in the CRM to creator and in creator to the CRM and still nothing. I suspect the answer is that I am missing joining the two apps together somehow but I cannot find
Workflow Rule with Function and Email Notification not working
I am having a very similar problem to this one: https://help.zoho.com/portal/community/topic/workflow-rule-not-firing. I'm trying to set a secondary "Deal Stage" picklist field whenever Stage is updated so that I can then present a "Phase" picklist dependent on Stage. I've added an e-mail action to the workflow as suggested. Even though the record timeline says that the workflow ran and that the e-mail and function executed, the Deal Stage field remains unset and the e-mail unsent. here's the function:
SOLVED - Export to PDF is breaking embeded URL in saved document.
Hello, Issue: Exporting to PDF (sales order for example) is breaking a URL contained within the CRM document. Reproducible in various PDF readers. Observation: Consecutive strings of letters "ti" seem to be replaced with invalid characters. Is anyone else aware of this bug & possibly know of a fix? Thanks in advance. Br, Mark.
Zoho Calendar Sync Times
Hi, I have Zoho CRM sync set up with Zoho Calendar and can see CRM events in the main calendar which is great.... but... When I add or edit an event in the CRM calendar it takes hours (a day?) to show in the Zoho Calendar. When I edit or add an event in Zoho Calendar it shows almost instantly in the CRM. How do I get changes/additions from within the CRM to show almost instantly in the main Zoho Calendar. Many thanks for any help. Rgds Jon
"External Calendar" widget featured on zoho support doc?
On the page https://www.zoho.com/crm/developer/docs/widgets/usage.html#Add_Widget, under "Widget in a dashboard", we see a widget called "External Calendar" that appears as a component on a user's home page. How can I get this?
MailChimp Campaign Data not Syncing Fully with Zoho CRM
Hello, I have integrated my MailChimp account with Zoho CRM using the Marketplace App. While my Campaigns sync across from Mailchimp into the Campaigns Module in Zoho CRM, the data appears incomplete. I was expecting the following information to be present: 1. Numbers Sent 2. Numbers of Leads sent the Campaign 3. Campaigns Sent and Open/Click data to be present within the Lead's profile What is the best way to permit this level of data to flow between MailChimp and Zoho CRM? I am attaching a screenshot
Reports Custom
I would like to create a custom 'report' that has certain contact details on it and also text boxes or the like. I have attached a pdf of the layout we want.
How do I look at calendar events while scheduling a new event for a contact?
I simply want to see what events are scheduled so I know whether I have time to schedule a new event for a contact. It seems like a simple request, but I can't seem to do it.
Localization of list values?
Hello, I am setting up Zoho CRM in Russian. The UI is all in Russian, but the list values are still in English. For example, on the "Add Lead" page, the form field names are localized, but the values are in English: Lead Source has "advertisement", "cold call" and others - all in English. I understand I can edit all list values individually, but thought maybe there is a better solution for this problem.
custom button for updating filed in quotes module
Hello, I'm trying to create a custom button to update the field name "Status" value in the Quotes module. I want to update the value of "status" to "won". This will be used by our sales team as they do not have permissions to edit or convert quotes.
Button no longer Triggering Workflow
I have a button I created to check a box. The button function is simple: zoho.crm.updateRecord("Deals",id.toLong(),{"Send_Email_IA":true},{"trigger":"workflow"}); zoho.crm.updateRecord("Deals",id.toLong(),{"Send_Email_IA":false},{"trigger":"workflow"}); updateRec = zoho.crm.updateRecord("Deals",id.toLong(),{"trigger":{"workflow"}}); return "Sent"; I then have a workflow shown below: This "used" to send an email when the button was pressed. However, the button is no longer triggering the workflow.
Dialer options
I am new to ZOHO (still in trial mode) and looking at click to call and auto dialer options with third parties. I have looked through previous discussions and can't find any recent information on the subject. If anyone has experience in this arena, your advice would be greatly appreciated! I am looking for an option that I click to call directly from ZOHO contact while in the CRM and ideally have the option to create call lists that I can use an auto dialer. I have been using MOJO which works
Problem still not fixed: Events don't show up in participant contact records
I posted this issue to the forum weeks ago. It was tagged "Not a problem," when it absolutely IS a problem, and other users have verified that it is a problem for them as well. https://help.zoho.com/portal/en/community/topic/events-don-t-show-up-in-participant-contact-records We do not use Zoho mail to issue invitations to events, and I'm sure many other users are in the same boat. When we assign participants to an event (contacts or leads) after the event is over, they do not get shown as being
PHP SDK date format
Hi there! I am trying to set the value for a date field in a record through the API by using the PHP SDK. I keep getting the error message 'invalid data'. The documentation and the posts in this portal lead me to suppose the proper date format must be 'yyyy-mm-dd hh:mm:ss' (e.g. '2002-05-02 10:00:00'). However, this format is not accepted. What is the proper date format to send to the API? Thank you for your answer.
Email Integration with Zoho CRM
Namaskaram, Check this link for integrating email with Zoho CRM. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Creating a Project in Zoho Projects on Deal Closure in Zoho CRM
Namaskaram, Check the link to get an idea to create a project in Zoho Projects on Deal Closure in Zoho CRM. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Exporting and Importing Contacts in Zoho CRM
Namaskaram, Check this link for knowing a way to export and import Contacts in Zoho CRM. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
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