How can I bulk import product images to Zoho crm.
How can I import product images to Zoho crm within bulk imports. I am using an excel sheet or csv and want to include an image (via URL) for each product. This topic is the closest I have found to a solution but I need further help to implement it: https://help.zoho.com/portal/en/community/topic/import-file-upload-and-image
Document data extraction and import into CRM.
I've been trying to solve this for a while and I can't come up with a workable solution: In our business, we utilize many subcontractors around the world (without Zoho user accounts) to produce reports and client sites which they then submit back to us
Sync Books quote value into Deal amount
I have books integrated into deals in CRM and I want to sync the quote value into the deal value automatically. Can anyone provide me some guidance?
BCC Dropbox on the Agency Module
Good morning! We've recently implemented the BCC Dropbox feature on our Zoho CRM, but this only appears to be working on the Leads and Contractor (Contacts) modules. It would be incredibly useful for it to work on our Agency module too as a way of tracking
Why ZOHO Function Can't Read Custom Field API In Quotes Module (Subform)
I’m using a Deluge function to transfer data from a subform in the Quotes module to a subform in the Accounts module. Everything works except for a custom picklist field in Quotes—no matter what I try, the Zoho API can’t read that field ("Status_sb").
Zoho CRM - Rollup Field for "Total Calls TODAY"?
Good afternoon, I'm trying to build a field that will track the total number of calls made to a lead in one day. This way i can organise my call queues by this to prioritise leads without an attempt. I can put in a Rollup field for *total* calls made
Updating Zoho Multi-Select Lookup via Deluge Script
I need to copy the ID of a lookup field (Match_with_IP) in the to the ID of a multi-select lookup field in the contact (Match_with_IP). I have the following script: record = zoho.crm.getRecordById("Contacts",ID); M_record = zoho.crm.searchRecords("Deals","(Matched_with_GC:equals:"
If Problema Formula
Ceil(Datecomp(${Seguimiento de Venta.Fecha de la proxima visita},Now())/1440) Tengo porblema al plantear el If Quiero que si el valor es dega
How to delete more than 100 leads at a time.
We are a call center and we need to upload fresh leads daily. Is there any way to delete all leads only at once. Currently we are deleting 100 at a time. Please anyone who can help. Thank you.
Multiple Zoho Attendees in a Customer meeting
We are having constraints with having to log duplicate meetings when we have 2 Zoho users attending a customer meeting. What are the options to resolve this? You can add participants, but you cannot report on them. What can be done to avoid creating so
Workflow not triggered by custom function field update
I have a simple workflow that triggers when a field is updated on a Deal page. It works fine when I "manually" update the field via "edit" on that Deal page. It does NOT however work or trigger when that same field is updated with a custom function. I
Version history for Zoho CRM Functions
Hi Zoho Support, I am wondering, there is no topics been posted for requesting the Zoho CRM Custom Functions Version history. It would be great to have mandatorily needed feature in Zoho CRM custom functions. Is there any work going on for this feature.
Custom Fields like Discount
Hi, Is it possible to make a custom field that acts like the discount field in quotes? I would like the option to have the field pop up exactly like Discount but instead of subtracting money it adds money (shipping cost in this case). I would like it
Can I transfer Quote Grand Total to Deal Amount field?
I would like the Deal to be updated with the Grand Total or Pre Tax Total field from the Quote. A deal may be an indicative price, but the Quote will be the exact price. It would be great to have the deal reflect the exact amount without the sales person
30+ criteria in a query/filter
I need to do a query/filter of leads that are in any of 30+ cities - how do I do that without adding so many separate lines for each city on the list and exceeding the maximum number of criteria?
Button Deluge not working
Please let me know if I need to post this somewhere else - this is my first time using the forums. I am attempting to build a button with a function that uses a multi-select lookup to build a list of interested buyers for properties based on the zip code
Cant set required field
When trying to set a field as "required" - it is coming up with an error which states it is not "read/write" and to change this to allow the area to be mandatory - however it IS read/write for ALL users and profiles? Please can someone advise?
Dashboard tabs - last month relative
Hello, On my dashboard, it has "last month relative" under some tabs such as deals created, for example, highlighting if it has increased or decreased from last month. Is it possible to add this feature onto the other tabs? There are a handful which don't
Transferring Attachments from Lead to Account
Hi All, I'm trying to create a function that will transfer attachments in leads to the newly created account. I know there's an option to choose where the attachments go when you click the standard convert button but we have a high volume of conversions
Introducing Functions IDE in Zoho CRM
Hello everyone! We hope you are doing great! We're excited to enhance your coding experience with a new IDE for Functions! This IDE is more powerful and is equipped with developer-friendly features such as executing the function without affecting the
Is it possible to customise the lead conversion page in Zoho CRM?
I am looking to add/remove some fields and permissions on the lead conversion page when you convert a lead. I can't seem to find any information on whether this is possible or not.
Improper code format
Hello, I recently switched to the new Deluge editor in Zoho CRM and I am editing an existing script but it returns an error: Improper code format Correct format : <return_type> <category>.<function_name>(<type> <arg1>, <type> <arg1>,...<type> <arg50>){
Creating a Quote from a Deal and populating the data
Hi I have tried many ways to get a way to create a Quote from within a Deal and have it pull the Deal data over, but none have worked. I have the following ode that Zoho provides, but this fails and refuses to save. I am not a developer, so writing code
CRM Kiosk Get Record Override
I'm having an issue where i'm trying to create a record in a crm module, and then with the information i have, try and match to fields in sales orders to match back to the new record. The match will not be exact, so i'm using several 'contains' arguments
Field to count linked Products in Custom Module where record status is "Active".
So, I'm having issues with this custom function. I'm trying to update a field each day, that counts active Virtual Products. I have a custom module called Agreement History where records for each service agreement are stored. In each of these records,
Button to attach Mail Merge PDF into deal Attachments as
Hello I am trying to create a button inside Zoho One Deals that will take a per made Mail Merge template and attach that template as a PDF in the attachment of that deal. This is the deluge script I got from Chat GPT and it does not work does anyone know
how I can delete user retired?
Hi many users leave our company, they are linked to our organization dopla srl. I want delete them but in the user profile I read that user must ask to administrator, but I don't know where I can delete them. thank you
Custom Button in Zoho CRM
Hello there, Is creating a button based on a URL field in the Contacts module possible? If possible, we wish the button to be beside the "Send Email" button. Looking forward to hearing from you. Best regards, Joel
Get Time
I have a date/time field in CRM. I'm trying to use deluge to extract just the Date, just the Time, and just the AM/PM designation. I cannot for the life of me get this to work... I've looked through all the deluge documentation but nothing seems to work...
CRM quotes and sub forms.
Recently upgraded to Enterprise CRM - now some added hopes/questions * In a subform in quotes, if I add a "Percent" field, called Overage for instance. I would expect it to allow me to enter a percent like "10%" and carry the percent forward to formulas
Create a new module with first name & last name, and join the two when viewing records
I've created a new module, and I have first name / last name fields (I've renamed the record name field as last name). When I'm viewing a record, I'd like to see "Bob Smith" at the top of the page and in lists, not just "Smith" as I have today - basically the same experience you get when editing / viewing leads in the leads module.
Deluge search records with specific tag
I want to run a function for all records we have with a specific tag. I tried the searchRecords function and the coql query solution, but both don't support tags. Is there any other way to only get the records with this specific tag? What I can do is
Function Line break
question about line breaking, i'm creating a fiction that will display a script for people to use when they make a call.. the following code is what im using, But i cant get the return to use \n, or any type of line break. Any help? f ( (input.contactowner == "Lenni Cabral") ) { return "Yes \n Lenni"; } else { return "notlenni1"; }
Create CRM Notes from Creator using Deluge
I sync our CRM with information from a Creator application using the zoho.crm.create and zoho.crm.updateRecord functions, passing in the appropriate Map variables. This is working fine. However, I'd like to be able to create Notes associated to CRM modules
How to assign value to the user field in zoho crm using client script
@Aswathi P @Aakanksha J @Aanandhamurugan P @Ashwin Surendranath @Pheranda N Nongpiur @Haiku Technical Support @Aishwarya How to assign value to the user field in zoho crm using client script. Request To
Update Client Record based on creation of custom module record
Hi! Hoping for someone's help with this one. I have a custom module called 'Agreement History. Whenever a deal is won, it creates a new record in this module with associated 'Products' and 'Clients' to track rental history and contracts. What I'm trying
I can't auto-scheduling calls down - the code does not change anything
Hi, I was trying to set a function that auto-schedules calls based on their call result; i.e "Requested more info". I had also included a reminder to send an email in the code. I logged a test call and nothing changed. Is there anything wrong with the
setting owner of note when adding via deluge
My organization has requested the ability to mass update the notes related list in the deals module. Since this can't be done with the mass update feature, I created an update "notes single" line field and created a workflow rule that triggers a function
Associating an Email from CRM Email Parser to Contact Record via Function
Is it possible to create a custom function that will associate email records from zCRM's Email Parser functionality to a contact record where specific fields match? Our use-case is that we have service providers using third-party event booking systems
Function to check frequency of customer ordering patterns
Hi, I'm no coder, so I thought I could make use of Chat GPT to generate some Deluge script to create a function that would check order frequency of our customers so that I could send an email if they go beyond their usual order pattern. Chat GPT and Claude
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