Accounts Module "Duplication/Filter"
What I am trying to do is have two different tabs at the top of the CRM page. Basically I want to have two Accounts pages, the only difference is the filters applied to the accounts. So for example I would have one a Distributors and another as Customers. They would be filtered by Account Type. I know this can be done on the accounts page using filters and creating views but for ease of use the tabs at the top would be the better solution. I just wanted to know if this was possible, thank you.
How to to insert a Page Break in our Inventory Template?
Hello Zoho, We are almost done with our Inventory Template but when we add more and more products in the table, the text below gets messy. We have tried to insert a Page Break with this code but it doesn't work: 1. <table> <thead><tr><td>Your header goes here</td></tr></thead> <tbody> <tr><td> Page body in here -- as long as it needs to be </td></tr> </tbody> <tfoot><tr><td>Your footer goes here</td></tr></tfoot> </table> 2. <head><STYLE TYPE="text/css"> P.breakhere
Create a Potential with Custom Potential owner.
Hi, I'm having trouble specifying the "Potential Owner" through my custom function. My function creates the new "Potential" and fills in all details fine, however, It does not fill in the "Potential Owner" field at all. Is this not possible? I saw in the Set Up->Modules->Potentials->Potential Owner as a look up field and shows the message as given in the attachment.
Help with Formula field Please
I'm trying to add a formula field to the contact form. My intention is to grab just the day from a field called "Contacts.Payment Start Date" by using the following in a formula field on the same form: Dayofmonth(${Contacts.Payment Start Date}) So for instance. If the payment start date is Dec.15,2012, I trying to get the value of 15. However I'm doing something wrong I can't see as it's not working. Any help appreciated. Kerry
workflow automation
Here is what I want to do... I want to be able to send customers an email alert base on criteria such as a date or time matching a field of some sort, like requesting a review after a sale. Do I need to upgrade to the enterprise edition to do this? I'm new in this forum, I am a consultant and have worked with multiple firms You can check Animated video explainers one of my work.
Deals not showing up in Module picklist on new Webform
I want to create a webform for my external partners to submit deals. However, deals do not show up in the pick list on the Create New Webform screen. Please see screen shot.
How to hide a tab group based on role/profile?
I created an external role/profile and wanted to lock down tab groups so that users cannot see a Home tab or "Custom Object A" tab for "Custom Object A" that is only used on Deals as a related list (there is no reason to view that tab). I logged in as that user and set the tab group to the one I want the user to see, but I don't want the user to see the other tab groups and be able to change them.
Allowing for multiple product selection : quotation
Hello, The quotation module has a preset field for choosing products. Only one product can be chosen at a time. ie: I am creating a quotation and quoting multiple products. I click, choose one product, and it populates in that field, and i have to click again, repeat - each individual product populates by itself. I cannot create a customer field that allows for multiple products to be populated on a quotation - or if i can i am having issues completing it. Any help or recommendations? Thank you
How would I change the CustomModule under the Primary Key field in a Module?
Hi, We have a module under the title "Advocates" which uses the Advocate's first name as the required primary key. I would like to add the Advocate's last name in their title as well. Under the "Summary" of the Module where I go to customize the page, it says "CustomModule2" next to "Module" and "API Name" (please refer to image attached). How can I add the Advocate's last name as part of the primary key? It does not allow me to edit that field, even though I can edit the "Displayed as:" key. In
What is the purpose of CRM Back Up
I have asked several folk at Zoho about CRM Back Up. i.e. what is its purpose, and for "how to use it" instructions. So far, nobody has been able to help me. I look forward to a response.
Fail to update URL field Deluge script
Hi there, i need your help. i'm trying to update through custom function script a field called website which is of a URL type. Not only it fails, but while debugging it i see that some fields doesnt exist in the map object returns when i call the zoho.crm.getRecordById function. one of them is the Website field, other is the State and City fields. Why it happens and how do i handle it? Thanks!
Custom Function to alert Owners of inactivity
We've created a custom module (CustomModule3) in our CRM and we need a way to have Zoho find any records with a last activity date of 2 weeks (or more) and send out an alert to the owner of that record to update it. I can create an email template for this, and I know I can create a schedule to run a custom function but I need a custom function to do the hard part of finding the record that has a last activity time older than 2 weeks and then sending the alert to the owner of the record to have them
CRM - Auto Number Field Tray Initialize back to 1 for New Year
Good Day All, In the past few years, we have always been able to edit the Auto-Number Field Tray to match with the beginning of the new year. For example, I was able to change the Auto-number settings to 16-00001 on the Opportunities page. This year however, I am having great difficulty setting it to 17-00001. I keep getting notified that since the number I have in is a lesser value it can create duplicate opportunities. I do not want to update pre-existing records and I would like to ensure that
Create New Task in Workflow and populate custom field
The goal is to add the ability to schedule a follow up task on the same screen our users are entering their completed task. I have created 2 custom fields on my task screen: Follow Up Task 1 (pick list) and Follow Up Date 1 I then created a workflow that created a new task if: Follow Up Task 1 field is not empty Task Status is "Complete" then create a new task where Subject = Follow Up Task 1 and Due Date = Follow Up Date 1 + 0 days However, I have a custom field on my task screen called Sales Task
Import Notes
Hello, I am trying to import notes into the Potentials module in Zoho. I have been able to map and successfully import some sample notes, but am unable to import the correct 'Created by ID.' For example I am wanting to import notes and assign those notes based on the user ID (for example: zcrm_779782000000062001). However, whenever I try to import the ID, it defaults to my user as the 'Note Owner.' Is there a certain format for the 'Created by ID'? Here is a snip image of the excel file and the
Sales Order Subject Field
Hi there, There's a thread which i 9 years old about this, so I have chosen to start a new one in the expectation it receives fresh energy! In the "Sales Order" module, "Subject" is a required, single line field. This renders it absolutely useless for our purposes. To make it useful (and so that it isn't filled with garbage every time someone needs to create an order) could it PLEASE be modified such that it can be auto-generated? If this is impossible, could someone clever help me write a function
Auto populate fields from one module to another
I have looked around and not been able to find a solution for my problem. I am using Potentials and Quotes. I want to auto populate the Billing address on the Quote from the Associated Account. I would have thought this to be a relatively simple thing to do but all I can see is that I will have to create a workflow rule with custom function.
Error "4102":"You don't have account in Zoho CRM"
I am writing a custom function in Zoho CRM for the Accounts module. The problem is that everytime I try to get the records of the module I get the error {"4102":"You don't have account in Zoho CRM"}. The source code of my personalized function is: void CopyAccountsDescription () records = zoho.crm.getRecords(("Accounts") ) ; Info records;When I tried to execute it, I get the error {"4102":"You don't have account in Zoho CRM"}. Also, I am very disappointed with the Zoho support, because it closes
Customize "Deals"
Hi there, I am new to ZOHO CRM and currently customizing our version. I already optimized "Leads", "Accounts" and "Contacts" to our needs, but struggle now with "Deals". Even though I am able to customize different modules, I would like to delete the existing fields, that are shown in the tab "Deals". I already tried giving the "Stage" different names, but then those are added at the end, but I want them to be the only once. In order to explain it better, here a screenshot: Thanks a lot for your
Update a date field in a module with a workflow
I have a field on accounts called Last Visited. I have a field in Tasks called 'Sales Task' which is a pick list. I want to automatically update the Last Visited field on Accounts with the Due Date from Tasks when the Sales Task= 'Office Visit' and Status = 'Completed'.
Related List in Module - Drop down missing functionality - SOLVED
SOLVED - Only issue is updating the linked howto page Hello Zoho Team, I've added a related list to our Potentials module, very easy, nice work. However, I'm unable to edit the name of the related list or remove unused list as this instruction page indicates : https://www.zoho.com/crm/help/customization/related-lists.html#Hide_Related_Lists A list I want to rename : A list I want to remove / hide : Thanks, Aaron
How to resolve the Error "Inactive User, Code is 4813" in zoho CRM?
Hi, I am working on Zoho CRM and currently working on workflows/Deluge script to get some tasks done. Here in a custom-function, I am getting error of "Inactive user, code is 4813", I am not getting the idea of this error. I think It is showing that the logged-in user is not active user. But it is active and other Workflows are working fine. Please help to solve this error. Thanks
Mapping
Hello, I would like to map a field called 'Google Drive Link' in the 'Potentials' module with a field called 'Google Drive Link' in a custom module called 'SV' (Custom Module 9) on record creation in the 'SV' module. I know how to set up the workflow, but need help setting up a custom function. Thanks, Wilson
Get a User photo of your organization?!
Hi there! Help me please to GET a user's photo of my organization! As I see we can use the method "downloadPhoto" to GET the image of my contacts! But I can't GET the photo of my organizations users! In a method "getUsers" we don't have a field with image! Which method should I use?! Thank's a lot for your help! ))
Scoring using emails statuses (opened, clicked)
I would like to create a scoring function in Zoho CRM. One of the parameters I would like to use for scoring is emails - clicked and opened. Is there any way to organize this kind of scoring in Deluge?
Creating a custom module record with a linked look up contact field
How can I create a custom module record linked to the same Contact starting from Potential Module using a custom button in Record View. Somehow my look up contact field stays blank, I was able to do it by using First name + Last name strings but this wont work if i have contacts that have the same name. i need to find a way to do this with the contact ID. GetInfo = zoho.crm.getRecordById("Potentials",input.Opportunity_ID.toLong()); createMap=map(); createMap.put("Nom Service","Nouvelle Installation");
Add a note by clicking button
Hello, I need to create a button to add a note for account. But I did not find the url- address for adding notes Adding notes now look like a field on the account - how can I get it as a url for a new note or something similar? (in this case I would be able to open this url via openUrl method)
Email module is Zoho CRM: is there a way to work with email as an object in Deluge?
When I tryed to GetObjects Zoho informs me that this is not supported for emails. What the way to work with email as an object in Deluge? (can I organize "for each" for emails, get its attributes and so on)
User 1->0..N Acocunts relationship
Hello, Is it possible to establish relanshionship User-Accounts (1-0..N) using your system? We are planning to import our data into Zoho using API. Our system allows user to manage multiple accounts.
Populate Contacts Phone and Email from Account fields, Custom function
Hello, I am pretty new with Custom functions and would like to populate the fields "Phone" and "Email" of a contact, upon its creation, with the "Phone" and "Email" fields in the Account to which the contacts belong. Account.Phone and Account.Email ------- on Contact creation ----> Contact.Phone and Contact.Email I believe this can be done using Custom functions. Is there any example I could follow? Thanks in advance.
Sidekick
Does Zoho work with Sidekick?
Having a customer fill out a quote.
We are helping a client of ours customize their Zoho CRM to better fit their sales process. As part of the process, we would like to be able to have the end customer fill out certain portions of the quote details. Is there a way to make a quote public or shareable so that the end customer can fill in the required details?
Zoho CRM Custom function. The system has encountered an unexpected error and was unable to complete your request. Please try again later.
Getting The system has encountered an unexpected error and was unable to complete your request. Please try again later.when I try to go to setup->workflow->custom function.
Error - Delivery Options
Good afternoon, my name is Barbara. I would like to talk about an error thats is occurring while I try to fill the post office mode (in Brazil, we call "modo de entrega" you can try to translate if you does not understand). The option is selected and saved, but it does not appear in the final document. We need some help to solve this, because we've tried all the options and buttons and it did not work.
How to declare the function "break", as finish a loop in for each ?
Hello people, i schedule a function that makes a loop use For each but as find value, take the data and the insert in a module. i would to know, how to declare the sentencece "Break". Regards
Creating custom function
Hi I am trying to create a custom function whereby when a workflow rule is executed, two fields are cleared as part of the rule. The fields types that need to be cleared are as follows; Lookup (specific contact name cleared out) Multi Line (Small) (clearing specific text) These are fields I have created in the Leads Module Help would be appreciated Neil
Autofilling a module name
I created a module "New Module "and would like to autofill the name to read: New Module Name= Account Name_Contact Name_Potential Name I would like to accomplish this by having the name autotfill once I select the Account Name via Account lookup field in New Module Contact Name via Contact lookup field in New Module Potential Name via Potential lookup field in New Module I have a workflow rule setup to autofill the name but it will not let the autofill trigger. When I create a "New Module" and
Custom function to track how many emails have been sent?
Is there a way to create a custom function that will track how many emails have been sent to a client? Our over all goal is to have a "Lead Workage" field in the lead layout that populates how many phone calls & emails have been sent.
Google blocking my CRM webforms
I have been using Google search console to check blocked resources. All our webforms are created in Zoho CRM which are being blocked by Google. Infact the site https://crm.zoho.com has been blocked. Anyone downloading our forms have to try and find them in their junk mail if they do manage to get through. The solution from Google is to upload the HTML verification file to https://crm.zoho.com/ which will unblock the resource. Can you give your thoughts and solution so our downloadable resources can
Web form to give ID and password to the customer
Hello, I would like to create a webform on my website with Zoho CRM. This webform will be for customer to ask their connection information to our software. Will it be possible to create a form and to send each time, each ID and passeword for our customers? Regards,
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