Impossible to remove fields
Hello, I try to delete fields that I create and no serve: impossible. The fields are empty. Because of this, I can not create new ones! Could you help me. I keep having problems with Zoho CRM. Thank you Sophie G.
Lead Fields & Drop Down menus
Hi In the Leads section, are you able to add a new category? - i.e. There are drop down menus for say "industry" and "Lead Status" can I add new drop down menu for a different requirement i.e Lead Type Thanks
Workflow Rule Template for Appointment Notification
Hi, I am trying to create an automatic notification to send to the other user on my account of a site appointment that I have booked, nearly everything I need is available in the template except CONTACT DETAILS. Is there any way to include this information? This is how it looks at the moment: This is an automatic notification for Lead ${Accounts.Account Name}, if applicable I have booked an appointment on ${Accounts.Appointment - Date & Time} for ${Accounts.Who Attended}. at ${User.First Name}
How do i set up recurring Invoices- and can i have recurring sales orders as well?
I see this is an option, but i cant find out how: how do i create recurring invoices? It would also be of tremendous help if i had a action for reccurring sales orders and an option for automating sales orders to invoices in bulk- is there an option or workaround for this?
Displaying multiple fields from a lookup field
I am building a module that uses a lookup filed to retrieve contact details. I can get the lookup to return the value Jane Doe with a hyperlink, but I want to return and display Title, Phone Number etc?
Sales Order Template issues
How can I add another column in the product cost module on the Sales Order template? (I have "Quantity" and "Cost" but need a 3rd column for vendor cost (not to calculate in the "total price" field) Also, when I added extra stationary fields above the subtotal area, they are not calculating (ie: I need to add postage and service charges) The figures are mapping over fine, just not calculating in the subtotal and Grand Total.
Get a String Value from json list
Hi, I came across this documentation https://www.zoho.com/creator/help/script/search-records-in-zoho-crm-by-pdc.html. If you see, the search records query returns the json list. From the returned list how can I get the specific key-value pair. This is highly needed. Is that possible?
Use Email Templates in the Email Compose
Hi there Can we use the Email templates we have created in the Emails module?
Auto populate fields from one module to a parent module
I have a potentials form with the name changed to INITIAL EVAL. on this form I have one txt box labeled Plan. In a different module Events renamed to Daily Notes. I have a similar txt box labeled Plan and a multiselect field labeled Restrictions. I would like to have the field "Plan" in the INITIAL EVAL module updated with the data from the fields "Plan" and Restrictions" from the Daily Notes module. These are linked together by the PotentialsID i think. I believe I need to set the restrictions
Sending Multiple Events
We have a contractor we sent 5 events to a week - is it possible to send all 5 in the one email?
I get the value of a lookup field instead of ID, in a custom function
Invoice is a lookup field of a custom module (payments), related to the invoice Id. The problem: I get the the name of the Invoice instead of its ID What is wrong ? void workflowspace.RollUpPaymentToInvoice (string Invoice, float Payment) Edit Arguments ID = input.Invoice lareponse = zoho.crm.updateRecord("Invoices" ,ID ,{ "Paid" : input.Payment} ) ;
Trigger to notify Lead Owner if the Lead Stage is not changed within 1 day from Lead Creation date
Hi, I'd like to create a trigger to notify Lead Owner if the Lead Stage is not changed from Open to Contacted within 1 day from Lead Creation date. This looks like a Time-based action but the problem is how can i check the lead stage before setting a Time-based alert? Regards, AMR
Formula Field question
Is there a way to use the Formula Field (or perhaps some other method) to show the total number of Sales Orders associated with a Contact?
More than 1 postal address - depot/site addresses
some of our accounts contain more than 1 postal address such as depot's or site addresses. is it possible to insert/link these addresses to ONE account?
Event: invitee fields
It would be helpful if we could access the Event "invitee" fields in Reports. Is there a way to send email notification to invitee when there has been an update to the event?
Customisation of Fields
Hi I just signed up for the entrepreneur edition, and am having problems customising fields on the leads and contact form. Is it possible. I need to import a spreadsheet and have different headings.
FAO DEVELOPERS - Office Opening Hours
I don't know about other users on here but Zoho support team always seem to call well after when our office is shut 5 pm GMT. Our opening hours have been made known at least 7 times including to the sales rep. I would like to formerly request that you create a field in the software that your staff use (as I do not think they use Zoho CRM), to enter our working hours and ask EVERY USER what hours their workplace are open and what hours specifically that they are typically available each day. I get
Ongoing Project Management Module
Wondering if anyone has a recommendation on how to best customize our Zoho CRM to have ongoing projects, associated with each account set up in our CRM. We are a marketing firm with clients that have ongoing services for SEO, Social and PPC ads. I would like to find a way to associate these services as an ongoing project, with the ability to share status updates, progress and focus to the relative account.
Automatically associate records
We have a custom module to track some our software licenses. When we create a license record we have an associated field which we select an "Account" record from. Is there a way to have a related custom field in the "Account" record form that automatically fills with the License ID when the associated Account record is selected (when creating a License record)?
cross-module reference custom fields
Hi, I added some custom fields to Leads, Customers to calculate a Lead-Score with a formula Field. If I convert the Lead the data and everything is transferred correctly to the fields in the customer record. Now I want the same data in the Possibilities but read-only as a reference of the data entered in the customer record. I thought that would be possible with lookup fields. But I did not get it working. Do you have any ideas how to get this working? Kind regards, Torsten --- PastedGraphic-1 shows
ZOHO CRM and JIRA
Is there an easy way to connect ZOHO CRM with JIRA. We want to be able to add an issue in JIRA and have it automatically create a ZOHO Case in CRM. Is this possible?
Custom function arguments not working
Hi, I have a custom function to update a case and that function has two arguments Case Id and Parent Invoice respectively. Here is the screenshot attached Custom function to update a case Parameters Parent Invoice - Custom Lookup Field Using Integration task SearchRecordsByPDC I pass the parameter Parent Invoice. If I hardcode invoice id its working fine but when i pass the parent invoice parameter it is not working. I guess the value itself is not passed into the parameter. Help me resolve this
Customize SIC Codes for Accounts
I am desiring to customize the industry field or create a new field like it that has SIC Code and an Index Title next to it: For example: 3291 Abrasive products I am currently planning to use a Multi Select field and have someone type in about 400 SIC Code values with titles. The problem is that many manufacturers we are wanting to qualify leads with have multiple SIC Codes. So we would like to have Industry 2nd field with the same exact look up values. We may add more fields if some of our
Validate URL using Deluge
Is there a function in Deluge to validate a URL? I would like to move data from a custom defined text field into a custom defined URL field but only if the text field contains a valid URL. I tried the code in https://help.zoho.com/portal/en/community/topic/forms-and-url-validation with no luck. void workflowspace.fromWebsite2ToWebsite (int myContactID, string myWebsite, string myWebsite2 ) strContactID = input.myContactID.toString() ; map = getUrl(input.myWebsite2,false) ; URLresult = map.get("responseCode")
Zoho CRM Sales Tracking per Contract Start Date or Fiscal Year
My role is the win contracts which at times go for 1, 2, 3, 4, 5 years in length. I need to track total revenue and gross margin if possible per fiscal year and report to my line manager. How can I use Zoho CRM to do this if the contracts are won at different times through out the year. If a contract is worth $ 36,000.00 for the total contract term of 3 years and the fiscal year total is $ 12,000.00, but we are only 2 months into the new fiscal year or contract start date, is there a way that Zoho
impossible to use app apple
I started to try the profile professional and I still can not add data to the application apple on my iPad. I restarted the application, but nothing. I have to pay to use the app now ? thanks
Autoname a field
I created a target tab for recording targets under a client. My question is that I would like the required "Target Name" to auto generate based on the account name and associated project name that the targets are being created for. Is this possible?
Receive a Email when new contact on CRM
Hi, looking for add on or configuration, for receive a email when someone use the CRM form? Everyday i have to login to Zoho CRM for see the new contacts, if any solution for sent me a notification to my email (gmail) Thanks.
Upgrading
Hello! Is there a way to upgrade one user's version and not all of the users on my account? Thanks!
How can I format custom field numbers with commas
I am adding a custom field in our opportunities and the type is INTEGER or even LONG INTEGER. The problem is the default format does not put commas in so it is hard to read the number field correctly because the user sees 1000000 and it is hard for them to see that it is 1 Million and we would like to see 1,000,000 is there any way to show this with commas? thanks.
How to update a lookup field in Zoho CRM
Hi, I have a custom module. I have custom look-up field in contacts module that is related to a custom module. Whenever a new record is created in that custom module I want to get the ID of the newly created record and update the ID in the Contacts Module. I tried to do this in custom functions. I can get the ID of the newly created record but when I try to pass that ID to the custom lookup of contact module it doesnt work. Am I missing anything? Is there any other ways to achieve this functionality?
Custom action on filter
In Zoho mail Would be terrific to add a function that allows a filter to reply with a model already created. Thank you!
Showing Campaign Clicks in Leads section
Is it possible to show the amount of clicks/open is the leads section of Zoho CRM from a campaign sent out by Zoho Campaigns?
No birthdays - Zoho a joke?
I've just had a conversation with support and to my disgust - Zoho CRM can't do anything with birthdays. What a joke! Zoho is a joke? It's the most basic requirement of any CRM for marketing purposes? Almost all of the others can do it. It's been "on the roadmap" for 4 years. Complete joke? Has anybody managed to find a work-around to at least find a way of finding out who has a birthday today or this week? I've got a database of over 6000 customers. I can't go through them all and add "month" and
Custom Function: Updating the owner of the related cases when the potential owner is updated.
Scenario: Updating the owner of the related cases when the potential owner is updated. A potential in Zoho CRM can have several cases associated with it. If you wish to assign the potentials to a new user, you may also want to assign the associated cases to the new user. Currently, when the owner of the potential is changed, ownership to the associated cases will not be changed. You can achieve this by custom function and change the ownership for associated cases Please follow these steps: Log in to
Email kicked notification
Can you please please notify us when we send an email to a bad email address and it is rejected. Having to send through outlook to check validation negates the purpose to Zoho mail and templates. This is a basic feature that is missing. Even if it bounced back to outlook, I could add it via the plug in.
Send automatic emails
When a lead is created or perhaps a potential is created alongwith an account that includes an email address is it possible to create some sort of automatic rule for an introduction email and brochure pdf to be sent to the contact's email address, if so, how do I do this?
Workflow to update lead status when campaign is created
Hi, I use Zoho CRM and Zoho Campaigns, I am trying to find a way that I can automatically update a lead status to contacted when a campaign is created, but I can't see how to do it with the workflow configuration. Is it possible to do this? Thank you for your help. Kind regards Doug.
Mass email selecting contacts
I'm working on a mass email to send out to our contacts and i'm wondering if there is s shortcut to select all contacts [3800]? The way it works now is that i can only select them per page [max 100] and that gets a little time consuming to go and click through 38 pages.
Help Debugging Custom Function - Updating fields in a newly created Account record with data from Contacts
My goal is to populate fields in all newly created Account records with details in their related Contact field Note: We have customized names on our modules: Contacts=Deals, Accounts = Conversions, this creates some confusion because in Deluge you end up referencing both the Customized name and the underlying system name, but I think I kept things straight. Workflow Rule Trigger: When a New Account is created Criteria: Related Contact (is not empty) Execute Custom Action: // DName = the Related
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