Lead/Contact name on browser tab
When you have several leads open in your browser, you can't see the name on the lead so you have to click through all to find the one you are looking for. It would be nice if the browser tab was even more detailed when you are looking at a lead or contact.
How does Zoho CRM decide the order of potentials?
I am trying to write a code that grabs the newest created potential record. I thought I could use the .Get() method using the index of zero, but that doesn't always work because of the way Zoho sorts the records. The records aren't always sorted with the most recently created record being first in the list. I have not been able to figure out how Zoho decides which record to puts at the beginning of the list. Can anyone at Zoho tell me how this works? If not, or it is totally random, does anyone have
Modifying pull down choices for a contact's role
I want to have contacts who are just "Connectors". Can I modify the pull down list for Contact Role to include Connectors?
Adding days to a date field with lookup
Hi I have a potential order closing date (variable) that I would like to add a number of days (variable) to depending on the value in the field, this is so that I can calculate revenue date and amount. So far I have created the formula Adddate (${Potentials.Closing Date} ,${Potentials.Days} ,'DAY') but this returns Incorrect data type of argument. Is there a way of adding the two variables together? Guy
How to add custom validation in custom module?
Hi, That is my question, how can i add custom validations to my custom module? I need to validate multiple fields before send the form.
Service to custom module
Hi, Can i use a service to add rows in my own module in Zoho? I have a custom module created in Zoho, but i must to add rows from other system, it that possible? Thank u in advance.
Mismatch data type expected data type BIGINT found dataType STRING
pl = zoho.crm.getRecords("CustomModule1",1,200); info pl; pl_pc = pl.get("Product Category"); info pl_pc; I'm getting repeated errors of the type: Mismatch data type for function at argument index __ expected dataType BIGINT found dataType STRING. "Product Category" in the CustomModule1 is actually a picklist, so I don't understand why it is expecting a BIGINT type. Can someone please help? info pl; returns the CustomModule1 items just fine.
Show in detail page of a module, multiple rows from other related module
Hi, I have two custom modules calls "Leads Example" and "Forms Example". A row of "Leads Example" can have multiple rows of "Forms Example", the idea is shows in detail page of "Leads Example", multiple rows related of "Forms Example", this way: Row Leads Example Detail... General info displays... - First Form Example Data... - Second Form Example Data... . . . Can i do that? I hope it has been clear in my request. Thanks.
mapping a custom field from lead to contact
We have a custom field with pick list set up under LEADS with about 20 values. We have the same custom field for CONTACTS and I want the fields to all map over without having to reenter data. Do I have to enter all those pick list values under CONTACTS or is there a shortcut to let them map over upon conversion of a lead to a contact?
When are back ups done and when are they sent to me?
I have been working with Zoho CRM for a few months. I have selected the back up function, but I am unclear as to how many backups are done per month and when they are sent to me. PLease advise
Signatures appear differently on emails than within template
Hi. I'm having a bit of difficulty with email signatures. When I create them, either from within the email settings or the personal settings (which is a nuisance), they appear the way I want them to. When an actual email is sent, they appear differently - spacing, etc. I did a live chat and got nowhere. Can you please help?
A tutorial on how to get data from produxt module to other module
Pls help. I need to find a way to copy a data"pattern name" from Product module to a field in quote module , pls assist
Next action date column
Is it possible to organize my leads by next action date? Basically, I have a CRM that is a phone book. If I am working with hundreds of people on projects spanning years I need to be able to organize them by what needs to happen next. I know there are email alerts (and I'm a paying member) but the whole point of a CRM is that everything happens in the CRM. Is this in the works? Did I completely miss something?
Question regarding real close data on Opportunities
I need to extract some reports between dates concerning Opportunities. For that reason I need to know if exist a field containing REAL close data of the opportunity, to use it on filtering the report instead of use Close Data, that could be modified by the user. Any suggestion about it? Best regards
updating records from other forms
Hi I have finally been getting my head around Deluge and using it to drag info from one form to another. I have managed to do the following but come what may it will not update the field. I have used info to check the correct data exists. I then spend along time looking at my automation calls to make sure that was correct. I have it on edit of create form. Here is the code i have used. Any ideas before i go completely mad. x = zoho.crm.getRecordById("Contacts",input.customer); smsnumber=x.get("Mobile");
Can no longer send emails to my zoho mail account using custom functions
I used to be able to configure my custom function to send custom email alerts to my zoho mail account. I know that before, I could not send an email to zoho.adminuserid if the email was from zoho.adminuserid, but until around December 24, I used to be able to send emails to zoho.adminuserid from zoho.loginuserid. It seems the folks at Zoho have changed things around. I have bypassed this issue by having the email alerts sent to my gmail account and then forwarding them back to my Zoho account,
Checkbox in Potential able to send an e-mail?
Hi....is there ANY way to do this simple thing: Have a checkbox in a Potential that, when checked, sends an e-mail? We want to create a Potential by hand, and then once we find out the needs of our customer, send them an e-mail with questions that they need to fill out. Sometimes those questions will be ABC, sometimes, XYZ. So we would want to automate the sending of those e-mails from the Potential as much as possible. Could this be done with Creator, Automation, Workflows...anything that can
multiplication formula not working
Hi, this should be super easy, I already have similar fields and formulas, buit this one won't work, for no apparent reason ${Contacts.Monthly Premium}/0.09 I'm trying to figure the annual premium, based on the monthly cost currency field, and multiply by 0.09. Here is one similar without errors ${Contacts.Total Monthly Premium}/.09
Lead source
Is it possible to create a mirrored field to reflect Lead Source after conversion not only in contacts but also in Accounts?
ZohoCRM and Freshdesk
Hello We are just getting started with Zoho and we have been longtime users of Freskdesk. We would like to go to our contact screen and be able to see a list of all the open/closed tickets in Freshdesk. The key would be the contact's email. 1. Has anyone done this sort of integration? 2. Is it possible and if so what path should be taken? Please let me know your thoughts, Jeff
Go directly from Add Account to Add Contact
Hi, I would like to have a button on the Add Account form which actually does : "Save & New Contact". Basically, it would : - Save the account - Go directly to the Add Contact page to add a new contact related to this account. This means that the Account Name in the Add Contact page will be already filled in. I tried create a custom button but : - how can I make it save the current account - how can I pass the Account Name to the contact page Many thanks for your thoughts and ideas ! Guillaume
Can Custom Function be used to update multiple fields in multiple lead records at once?
I'd like some advice on whether the following can be automated using Custom Function which requires Enterprise Edition. Here's the scenario that needs to be automated: 1. User updates status of a task to "Mail Merge Completed". 2. The task update should trigger auto-update of all leads with lead status = "Mail Merge in Progress" to lead status = 1st Correspondence Sent" and change the lead owner on all these records to "xxxxxxx". I'd also like to know if ZOHO Creator is required or if the script
Custom Function map() to lead lookup field
"Client" is a leads lookup field within my custom module, what does "leadID" need to be in order to associate the lead with the new module? field=map(); field.put("Client",input.leadID); response = zoho.crm.create("CustomModule2",field);Given a lead, how do I map it to a lookup field in a different module?
Custom Function return type is void
For some reason, creating a Custom Function from a Button returns a string (which display in "Message Content" popup) but return nothing (void) from a Rule. Is there a way to make the Custom Function either return a string or display a message in the next page (after Save or Edit) if an error occurs?
Help with zoho.crm.updateRecord Error
My custom function is written as follows: leads_mm = zoho.crm.searchRecords("Leads","(Lead Status|=|Assigned for Mail Merge)"); for each lead in leads_mm { leadID=lead.get("leadid"); resp = zoho.crm.updateRecord("Leads",leadID,{ "Lead Status" : "Correspondence Sent", "Lead Source" : "Employee Referral" }); } When I click "Save and Execute" after editing the script, the last line of code (beginning with "resp = zoho.crm.updateRecord") causes an error. The attached screenshot shows the error message.
access Contact module fields from Custom Function
I need to access many fields in my Contact module. Instead of passing every single one of these fields to my Custom Function, can I either pass the module object itself as a parameter or access the Contact module fields directly somehow?
Pick List Population
Hi, When I add a new value to a picklist (from a custom filed) the new value dos not appear in the picklist when I want to select it for an account/contract. However it does appear in the edit picklist view. Am I doing something wrong?
Related List Columns
I have created a new module. When I open that module I want it to show me the "SSU event name" and the "contact" it belongs to. I have gone into "Related Lists" and selected my columns I want shown. However is will not show me the "contact" column! All it will show me is below. The "contact" column I created is a lookup field, is that why it will not show up here? SSU Events Name SSU Events Owner Modified Time Edit Christie Cookie 2015 Michelle Hill 12/16/2015 07:33 AM
Multiple questions - Custom Built Form Codes and Data Storage
Hi, We've had Zoho for a while now but not really used it's CRM for it's full potential and I would like us to start using it as our main CRM tool. Due to the nature of our business, it would work better for us if we could do a couple of things including: Can we place custom-built HTML codes for web forms (Pop-Ups) in Zoho or integrate the web forms with Zoho so all data captured is stored in Zoho? Store data as lists rather than Enquiries, Potential Customers, All Data, Existing Customers or Campaigns?
Custom function executes in test mode but not as a workflow rule
I have written the following function to update a potentials field named Close Date with - simplistically - a hard coded date (which will be replaced with a TODAY function when this is working. void workflowspace.Update_Opportunity_Closed_Date (int OpportunityID, string ClosingDate ) opportunityID1 = input.OpportunityID.toString() ; closeDate = "1/1/2001" ; valCloseDate = zoho.crm.updateRecord("Potentials" ,opportunityID1 ,{ input.ClosingDate : closeDate } ) ; When I click Execute Script, I
How can i create a event that gets data from a Lead in Zoho crm
Hi we need to take information that comes from a web form into Leads module and then automaticly create an event that gets some of the information from the lead like lead name and phone and time field. Is that possible and how do i make this real? Best wishes Gustav Stegarås 0702 967 678
Using Formulas to populate Potential Name
Is it possible to fill in the value of Potential Name using a formula once the record is saved? We have added fields to the Potential table. The value we would like to see in Potential Name is a combination of the information included in some of our custom fields.
Exchange rate in Sales Order module
Hi, I'm trying to put in place some automation within the Sales Order module and I need the exchange rate that it used for the sales order. However, this information doesn't seem to be accessible anywhere, although "Exchange Rate" is a field appearing in the field list. Does somebody know if it is somehow possible to access it? Thanks! Andrea
Cannot add Captcha or File Upload to Lead form...
Hi, I am trialing the full version of Zoho CRM and wish to create am web form with file upload. I can create a Lead form no problem, but it won't let me add a file upload or Captcha to my form. Is this a limitation of the trial?
Update fields
Is there a way to update a field in Contacts for all the contacts for a specific Account when a field is changed in that Account? Thanks Tony
Problem with custom function
Hi, I'm in trial period of Zoho CRM Enterprise and I'm making some tests to see if I really will use it... Well, one of my test is automation with custom functions to rollup values to potencials from products.. but it does not work.. I've already tried various codes including examples from gallery and nothing works!! To this post, the error I'm talking about happens with default function "Roll-up Potential Amount to Accounts" without any modifications... Here's the response I got from Zoho: Execution
How do I View Closed Activities
How do I set up another User to View Closed Activities Only the Admin can view at the moment , Is there a way I can have another User below Admin View the Closed Activities section? Thank You
BUG formula field
Hello i have to use this formula but i have always error "virgolette mancanti", i add comments to simplify understanding. Someone can help me? //${Invoices.Acc.} => Money Value //${Invoices.N Scad.} => Select menù Field (value: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12) //${Dist. scad.} => Select menù Field (value: 30, 60, 120, 180) //${Invoices.Pag. IVA => Select menù Field (value: subito, distribuito, esente) //${Invoices.Dist. prima scad.} => Select menù Field (value: 30, 60, 120, 180) //${Invoices.Giorno
linking info
Hi everybody i am currently writing a sms module or trying to. One question I have is that i am creating a pick list of set messages and i would like to customise them with the contacts name as i would in mail merge documents. I know this is possible but i am at a lost at present to think how. Could somebody point me in the correct direction please.
Multiple questions
I have my territory organized in manageable sectors and would love to be able to tell Zoho how I have them organized. Is there a way to add custom fields (Sector: LAX, LAS, PDX, YVR, etc.).
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