CC from mail client to Zoho CRM
Hi, Is it possible to have emails sent outside of CRM use a CC that sends them into the CRM and attaches to the record? Thanks
can i show alert when i finish running the function?
how i can show alert inside the custom function or popup notification. when i use alert inside the custom function it show this error Error at line number: 2 'ALERT' task can be used only in on load, on validate and on change actions
Sorry to inform you that currently we cannot access the subform fields through writer deluge (zoho.writer.mergeAndSend).
This is the premium support answer from zoho. It means we cannot merge and send thru deluge related records (sub forms) items... Has anybody suffered from the same ordeal ? DO you have a workaround ? If not can you vote for this feature to be added to
is there an easy way to embed a zoho analytics report into a widget (or inside the "account" page) of Zoho CRM
Hi, I have built a report that is specific to an account in Zoho CRM but I would like this to be built into the Zoho CRM front-end. I have looked at the widget concept but it seems quite complicated (see attached screenshot but I need to filter this view
Validation Rule (Date)
Hi There, Can any anyone help me with the validation rule? I'm trying to fire a rule whereby the End Date cannot be before Start Date. Any takers? Manoj Nair
Copying Files Between Modules
Hi, I'm creating a Deluge script and I've hit a roadblock. I'm trying to copy files from one module (let’s call it Module A) into another one (Module B). Here’s what I’m doing: record = zoho.crm.getRecordById("Module_A", record_id); files_toCopy = record.get("Files_From_A");
Moving forward, can we change our reports to send record ID's by default?
With the new policy of not including record ID's in reports, is there a way to default to including them in my reports as they used to be?
COQL Query using multiple Lookup conditions causes SYNTAX_ERROR
Hi everyone, I'm trying to build a COQL query that includes conditions on multiple lookup fields. Each condition works perfectly on its own — and also the condition on the Payment_Date field works fine. But when I try to combine two lookup conditions
Dynamic user applications for CPQ?
Hi, I've been enjoying getting to know CPQ, the Product Configurator and Price Rules components have been very useful, albeit with some issues. I have noticed that I don't have the power to decide which level of sales staff has permissions when it comes
Territories : Deluge and APIs
I am trying to work out how to filter a deluge query by territory eg "SELECT Total_Amount, Stage, Closing_Date, Created_Time, Deal_Name FROM Deals WHERE Stage in (" + varBaseCriteria + ") AND Territory = 'Territory1'" The problem being that Territory
Custom Function : Copy multilookup field to text field
Hi, I'm a newbie on function programming, I try to copy text from a multi lookup field named "societe" to a text field named "societe2". I've used this code. In deluge script it seems to work, but when I trigger this function it doesn't work (Societe2
Argument Mapping went missing?
How can I access the IDs from the mass action button when argument mapping is unavailable or missing?
Can I convert Multiline fields from Plain text to Rich Text?
I have added several custom multiline fields (Plain text) in the Zoho CRM module "Accounts" before the Rich Text (RTF) feature was released in 2024. Now I am looking for a way to convert them to Rich Text format. Is there a way to do this? The problem
Time Zones
Hello, Is there a way to add a time zone in a Deal related to "bid due"? We work on projects across the world and even though some things adjust to my own time zone, I have found that any dates we manually enter - Bid Date, RFI Due Date, etc. do not appear
Add Subform Field based on Record Field
Hi All, I am struggling with finding a solution that can populate a subform field based on an existing field on the record. Use case is I have added Current Exchange Rate on a quote as a custom field, I then have a subform with Quoted items that include
Linking records from different modules
Hello, Is there a way to link customer call records from the 'Calls' module to specific account and contact records? I've realized that our customer meeting reports are linked to both the contact and the Account records, in related list fields but the
Mass email processes
Hello, I'm looking to send about 7k emails out. I have them in CSV format with most being people I have previously communicated with. My questions are: * What is the process for using Zoho to send this group of emails out utilizing Microsoft 365 ? I'm
How to Populate the Amount field of a Deal by subform's aggregate data
https://help.zoho.com/portal/community/topic/custom-function-25-%c2%a0populate-the-amount-field-of-a-deal-by-calculating-the-number-of-related-products-and-its-unit-price I'm trying to do an Deal amount update like this guide but I use a subform to calculate the product amount and price instead. Please help me writing the code. regards
Please don't remove the option to modify tax.
Hi, I saw that the option to customize tax will be removed. This is VERY PROBLEMATIC for US companies who ship to different states because each zip code in the USA has its own tax rate for a single product. This is an awful idea. Please don't take this
Formula Module how to convert to percentage
Hello There, I have create a formula field and i want the outcome to be in percentage how do i do that This is my formula ${Deals.Forecast Revenue Per Year}/${Deals.Annual Processing Volume} I have try ${Deals.Forecast Revenue Per Year}/${Deals.Annual
Kanban Deals not showing everything
I have a deals (I call it Opportunities) module in CRM that shows various components of the opp. I'm trying to have a checkbox show up for the end user to be able to toggle it if they want an email to be sent when the change stages (in this example, it's
Best way to automate quotes in CRM
I am trying to take specific information from prospects/clients through Zoho Forms (contact info, square footage, surface area, etc.) and auto generate quotes based on the information submitted. Ideally, the quote would be sent immediately after the form is submitted. I know Zoho has a few different ways to achieve this and wanted to know if there was a 'best practice' for automating the quotation function within CRM. Or if there was another app that can perform this functionality better (Zoho Commerce,
Zoho CRM Functions 53: Automatically name your Deals during lead conversion.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such
Workflow Automation Instant Action
Hello All I need help to resolve this. I have created a few workflow 1. When Deal Stage is Submitted to Onboarding, it will create a record in my Onboarding Module 2. When Deal Stage is Live, It will copy $Deal.GOliveDate to $Onboarding.GoLiveDate For
Change default "Sort by"
Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize the second option of "relevance" as the sort by default and not have to change
Multi-column sorting
Is multi-column sorting a planned feature for CRM? We are needing to sort by one column and then subsort by another column. I am just wondering if there is a planned feature that will allow this?
Task reminder with custom function
Hello! I am trying to create a custom function to add a task. With you guys helping, I could create a function but I could not set the reminder. Anyone knows how to add a reminder? Thank you for your tips!
Workdrive connection in Zoho CRM not working
Hi, in https://crm.zoho.com.au/crm/orgXXXXXX/settings/connections i have set up the connection for WorkDrive which is pretty much setting up the name and the scopes. But I get "WorkDrive API test response: {"errors":[{"id":"F7003","title":"Invalid OAuth
Basic Lookup Field Update Function
Hi! So I have no idea what I'm doing in Deluge but I need to get a custom function to run On Create or Edit that sets the value of a Lookup Field based on the contents of another field. Seems simple enough, but I have looked through dozens of other similar
Unable to delete Attachment on Modules/Record
Hi Team, Could you please check the backend. Looks like today, CRM decided not to allow deletion of Attachment on Modules or Records. No error message but when you click Delete > Move to recycle bin, nothing happens. Please fix ASAP.
Update date field from one module to the another
Hi, I have a module called "Cargo". In this module there is a date field called "Fecha ETA". Api name = Fecha_ETA I have another module called "Deals". In this module there is a date field called "ETA 2". Api name = Fecha_Madrid I need to create a function
Default Lookup Field Value based on Picklist
How do I change a lookup field value based on another field's value, while creating/editing a record using form? I have a picklist of different types of Loans. For example: PPP, EDIL, Term, etc. When I create a record using the form, if I choose PPP from
run a macro on a contact that bounced from crm email merge
how would one run a macro on a contact that bounced from crm email merge? how would i tell zoho to run a macro that SIGNALS said bounced?
Sort By Date - Deluge
I have the following code, which normally works to sort calls by created time. Every once in a while, it doesn't work and something sneaks through in the wrong order and I can't figure out why. calls = zoho.crm.searchRecords("Calls","(Owner:equals:" +
Move Quote/Deals from a Contact to Another
In our business contacts often move to different accounts, and it is simple to reassign the contact, but not so easy to move their quotes/deals to another contact at the account they are no longer with. Looking to see if there is a function to move quote/deals
The corresponding module is currently disabled in Zoho CRM.
getting this error message when trying to set up sync between crm and invoice The corresponding module is currently disabled in Zoho CRM.
Updating field from the UI or from function take more that 1 minute to be updated
I have activity order model with dropdown status field, I've changed the status from Completed to Canceled on the CRM like on the attached image: But once I fetch the record on function the record didn't updated behind the scene The strange thing in here
Having problems invoking Workdrive API via ClientScript
I'm having problems creating a folder in Workdrive. The connection is invoked successfully, but I get the following return message: {"_keyModified":{},"_status":"error","_code":"SUCCESS","_message":"Invoke action failed","_details":{"statusMessage":"Invalid
Sheet View for Reports
Hi - is there any plan to make a "Sheet View" function for reports??? It would be a huge improvement. Moderation Update (30th April 2025): We have a separate post discussing the same requirement. Please follow the below post to stay updated on the progress.
Zoho Finance Issue in Deals (ZOHO CRM)
I create almost all estimates/Invoi in Zoho Finance when I convert a lead into a deal or a contact into a deal. But in the Deals section, when I click on any person’s deal, I don’t see the estimations or invoicing from Zoho Finance at the end. May I know
Next Page