Request for multi-pick list
Hello. I would like to see support for the following features in a multi-pick list. If any of the following features are under development or if there are other features that could replace them, could you please let me know? 1. Support for global sets
Change phone number format
In our CRM we have different phone number formats. we want to try a script that changes the format of these numbers. what we now have are numbers with +31 in the front this needs to change to 0031 as well as we have numers with a - or (space) inbetween
New Task Button on a Deals layout
Hi, does anyone have a "New Task" button custom function I could pinch? I've wasted too much time on it today. I'd be very grateful. Rob
COQL - DATE() function doesn't seam to work...
Hi, I'm trying to get the DATE part from a DATETIME and I always get "unsupported aggregate function", is there another function to do it? How can we do a SELECT with an GROUP BY on a DATETIME if you can't use DATE to group by DATE and not the full datetime
Increase Custom Fields in Standard Plan - From 10 to 50
Hi there, this is a feedback suggestion. It would be great if you can increase the number of custom fields from 10 to 50 in the Standard Plan. I feel like 10 is very few. And going from 10 to 155 (Professional plan) is a big step. Having 50 custom fields
Formula help
I could use some help figuring out a formula field... ${Journeys.Monthly Premium} is a currency field. If ${Journeys.Monthly Premium} is empty, I want to put TRUE in the formula field.Otherwise, I want to return the ${Journeys.Monthly Premium} in US dollars.
Zoho CRM Validation Rule Using Lookup Field
Hello, In Zoho CRM Opportunities module, we have the following fields: "Proposal Team Member1": Lookup field for User. (I think it's connected to Zoho People P_Employee form?) "Proposal Team Member 1 Contribution %": Number What I need to do is set a
Issue getting related record data
Hi I am having some issues in Zoho CRM using relatedrecord information in a function. I have a function that uses the account id to pull via getRelatedRecords associated information from a custom module called Sales Contracts (api = Customer_Reference1)
Auto Rename Name on Custom Module
Hi All- I have a custom model named Model Overview of which I am trying to get the name of the record to be auto renamed upon saving based on the combination of two fields named Make + Model. My custom module is set to name (not auto number). In creating
Copy Phone number from Accounts Module to Contacts module
Hi There, I am trying to use a workflow to update the phone number in a contact with the phone number from within an account. I have set the trigger etc which seems to work ok but and the script says it is successful but the field is not updated. the
How can I search and choose specific Creator reports and show them in a popup in CRM
I have a Cruises report in Creator. I want to have a button in CRM where i can search through these cruises while I edit a page in CRM. I also have to choose one of the cruises which data gets automatically filled into the corresponding fields in CRM.
Update field in module with field from same module
Hello, I'm trying to update a field with API name "Animal_Name" in my "Complaints" module to reflect the data submitted in the field with API name "Name" in the same module upon creation of the record. Can someone help me write a custom function for that,
Customer Related List
Hello! I have 3 modules connected to each other: Agents Doctors Patients Each Doctor has a (unique) related agent; each Patient has a (unique) related Doctor. Fig. a - Doctor Module Doctor module with related Agent Fig. b - Patient Module Patient module
How to check if contact has a relation to custom module record (related list record)?
Hello, I do have contacts (in the regular contacts module) in Zoho CRM that can be related to a custom module "Subscriptions". The Subscriptions will be displayed in a related list in each contact. So if I create a new subscription I can choose the contact
how to assign a task using a custom function
Hi there, I am using a custom function to assign leads in a round-robin manner. Now I have a workflow that creates and assigns a "Contact Lead" task to the lead owner. But now that I am using a custom function to assign a lead, this workflow assigns this
Write Webhook use Deluge
Hi , I am trying to write webhook by deluge to integrate our OA system. but it pops up error. However when I use CRM webhook function , It works. But I don't know what's the difference of them. Can you guide me how to repair my deluge rules. May I know
Where did the module suggestion go?
By The Grace of G-D. Hi, How are you? It used to be that, in Deluge editor, when you write "zoho.crm.getRecords(" - It will prompt you with a list of availible module names. It stopped working about a week ago (That is when we noticed it). Why?!?!
How do I standardize Deal Name
Hi, I want to know if there is a possibility of standardizing deal names with an automation. The idea is to create an automation that works whenever a deal is created there should be a trigger that updates the deal name field with placeholders. e.g of deal name > {{Account Name}} {{Current Month}} Thanks
Send for Signature via CRM
Hi All, I am trying to trigger a Zoho Sign Signature request custom function when a specific tag is added to a deal. I am having trouble with the Zoho Sign Request on line 57 - undefined variable recordmap.put("zohosign__Account",accountid); I tried looking
Script to copy Parent account information to child (member) account information
Hi, Can someone assist me to create a script either automatically or a button to click to copy parent account information to child? i.e. Billing address Thank you
Missing Fields
The automatic fields that connect two modules cant be used for functions. I am trying to run a function that will search account notes, if there is no note created in the last 500 days I want it to send an email template I create to the contacts connected
Tracking Event Participation through CRM
Hi there, we are a small governmental agency that organises a lot of events (physical and online). So far, we have handled registrations via Zoho Forms, as this gives us maximum flexibility while being easy to set up for our employees, easy to embed on
Create visual for dashboard, dividing one measure by another, rate style
How can i create, on analytics inside zoho crm, a card with the rate measure. I mean, dividing one measure by another, like number of leads that enter the pipeline / number of leads that closed business o/
535 Authentication Failed
I have used zoho crm email tab with templates for months to send docs to certain parties, yesterday nothing will send due to the 535 authentication failed, Does anyone know how to remedy this?
How to bulk update/mass update more than 1000 records and run workflow rules?
Hello, I am trying to update a certain field in more than 10k records. And there is a workflow rule that is being processed when this field changes its value. But the problem is that Zoho CRM allows only 1000 records to be mass updated and run a related
New deal with determined stage
Is it possible that when creating a new deal, it must be created in a certain stage, with no option to change the stage by the user?
Export as PDF option for all Modules
Hello, We're able to see how many times user sent e-mail to contact but we don't know how many times PDF export link/button clicked. Sometimes, I'd like to be sure about the user has sent quotation to customer or not. Upon I have sent this request to
Display Company Names for Leads in the Activity Module
I would like to propose giving us the option of viewing the name of the company our Leads are associated with when viewing tasks in the Activity Module. This is such a basic need I am at a loss as to why this isn't available already.
subform tooltips
tooltips of subforms don't show up after setup:
Function to copy field from a Costume Module to another Module
Hi, I'm trying to write a function that copies a value from a field in a Costume Module to Potentials. I already used the same function to copy values between fields from Contacts to Potentials, and it works perfectly fine! However, for this Costume Module,
Client Side Lookup Field Auto-Populate
Hi There, I am trying to auto-populate four fields (First_Name, Last_Name, Email, Phone) in the Leads module from a lookup field connected to the contacts module. Event Type: Field Event Field: Existing Client Event: onChange I've fetched the contact
Deulge Script , what am i missing?
Hi Guys, i seriously dont know what i am missing and just need some help here i have attached the smaller section of the code, but the link is a video i did on it. and shows the full extent It seems that everything works and should return and update a
Sum total invoices to date
We are trying to sum the invoice totals of all records before today (some forward invoicing has been completed) of a custom module (client invoices) into the Accounts module. I have tried to use an if function so that if the invoice date is before today
Blue print button
Hi there, I am wondering if there is any customization in where the blueprint button populates. Can the button be added to the list of field options that can be added to the deal card in my pipeline? I would really like to be able to have the button
Keeping 'deals' in sync with sales orders in Zoho Inventory
Hey all, I have a function that generates a sales order in Zoho Inventory when a deal is created in Zoho CRM. I'd like to implement a function (or solution) that keeps them both 'in sync' after creation, trigged by an edit of the line items in either
Message module Zoho CRM doesn't display old messages
Hello, I have a problem with the message module in CRM. I have an integration with WhatsApp and since yesterday, we can't view old messages. As you can see in the picture, when I navigate, it doesn't show more than 10 chats.
unique / duplicate value if condition - how to?
I have a custom field in the customer menu what has a limitation to unique values. Now i need to link that unique value to another field. Field 1: has 3 options to select from Field 2 (unique value): can only have one unique value for each option from
Zoho CRM Formula field - lots of "If", "And", "Contains" and "Not"..
Hi, I have a problem with my formula code. It doesn't give me the right output. If(And(Contains(${Sager.Kundetype},'BtC'),Contains(${Sager.Type},'Ny kunde'),Not(Contains(${Sager.Kilde},'Autobutler'))),'Retail Nye', If(And(Contains(${Sager.Kundetype},'BtC'),Contains(${Sager.Type},'Eksisterende
box for input string/number from user. (like Prompt instead of alert)
I need to get a string from user during my custom script Is there any way to do a command like prompt-method? username = prompt('Please enter your name'); Script works in List view as Button for each record. I know about "alert" - but in this case I need
Updating a field in multiple associated Deals from parent module
(Firstly, I don't know if "parent" module is correct way of describing this?) I have a custom module (Jobs) that has multiple Deals (Tenders) associated with each Job. When the "job status" field (pick list) is updated on the Job module I want it to to
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