Call scheduling based on the lead creation date & time
Hi all! I am trying to create a custom function, that will schedule a call for the next 30 mins once the lead is created and if the lead is created after 6:30 P.m., it should be automatically scheduled for the next day at 10 AM. It will be more helpful
Create a conversion rate insight
I've been trying (without success) to create an insight in the analytics module of CRM to show me the conversion rate of deals in the pipeline (ideally by stage but at worse just an overall rate). I've found several posts but they are all old and (perhaps
Field of Lookup - 5 Field Association Limit.
This query relates to the post at: https://help.zoho.com/portal/en/community/topic/introducing-the-field-of-lookup-in-crm-public-early-access-2023 My simple (and common) scenario: I select an account / customer lookup and want their address pulled into
Has Zoho abandoned the support live chat feature on CRM?
I used to be able to get through to support chat about 4 out of 5 times I tried. In the past 6 months, I have probably tried 15 times and not a single time have I been able to get through to a person. I know sometimes it can get busy, but 15 attempts
CPQ rules are now supported for custom sub-forms and custom modules in Zoho CRM.
Hello everyone! We are elated to inform you that CPQ's capabilities have been extended beyond the default Quotes module to all inventory modules across CRM as well as custom modules. Besides this, CPQ rules can now be run on custom sub-forms in a record.
"Invalid Scope" in the console when creating a Self-Client for a CRM
I have a sandbox CRM thingy and I need to code a rest api that will send Records and store them in a module OC-Member. For the scope in the Self-Client, when I use ZohoCRM.settings.ALL or ZohoCRM.modules.all, it works. However, when I try to use the custom
Parallel and multiple transitions limits?
Hello, I'm setting up my 3 Blueprints available for my PROFESSIONAL EDITION but since i know there are limitation for the 10 transition per Blueprint project, i have found nothing about parallel and multiple transitions limits. Can anyone enlighten me
How to downgrade from trial to the free licence
Hi! I'm trying out Zoho CRM but all I need is to see if the FREE version (the one with limited features and limited to 10 users) is enough for me, but after signing in I now have the Entreprise version in a 15 days trial. I really don't want to work in
Zoho CRM - Function to Autofill a Field based on multiple data sources
We're using the Invoices module in Zoho CRM which we're storing two sets of data that we want to autofill on Invoice create/edit. Because there's two fields we can't use the Autonumber, but we're also trying to do something a little more advanced and
How to upload attachment from NodeJs function in CRM?
Hi, I want to upload attachment from NodeJS function to custom module. Following instructions from https://www.zoho.com/crm/developer/docs/serverless-architecture/nodejs-scripting.html I was able to create, update and get a record from custom module.
How to do two fields of one column at subform?
I see the subform of module [Quote] , the fields [Product Name] and [Description] is in the same column at one row. How to do that at custom module?
Users get forced into a trial account
There's a complicated process that has wasted hundreds of hours in our support department. When a new user is created in our One account, the user should be linked to our enterprise account and NEVER receive any sort of trial. If the user tries to login
Trigger a Workflow when a specific email template is used
Hello, I would like to trigger a workflow based upon what email template is used to reply to a lead. Is this possible? What I'm trying to accomplish is (in pseudocode): if (Email was sent using Final Attempt Template) { if (No response received within
Edit Won Deal
Hello Team!! I have a SOW email notification once a Deal is WON. But when we edit one WON deal this email is fired again and I need to make a difference between a NEW won Deal vs EDITED Deal. How can i split this trigger? Best,
How do I generate a component in the email template editor that includes several sub-components?
Hi, I've retrieved an email template from the zoho library which includes a component that encompasses two other components. How can I do this from scratch?
Need Help! Data Factory to Zoho Connection: Error 401
Hello everyone, I'm reaching out for assistance with an issue I'm facing while trying to set up a Linked Service from Azure Data Factory to Zoho. Despite following the setup instructions carefully, I keep encountering a connection error that I can't seem
Checkbox Marked True When Variable is Met
I am trying to get a checkbox to mark true when a $8,000 amount is met and I can not for the life of me figure out what language I need to use in my functions to automate this. Any advice would be appreciated!!
Notifications
I am getting proper notifications for the set work rule,
Invoice for products shipped
Is there a way to generate a invoice for products shipped/delivered to customer. I know we can go Sales order --> create invoice and manually enter the units to invoice for. But this gets complicated and creates potential for error. Is there not a option
Selecting multiple templates at once for Zoho Sign
Hi! Hope someone can help me out. We currently use Zoho Sign to have documents signed (shockingly). The problem I have is that we often send 10 or more documents at once to be signed. The process of selecting each mail merge template, waiting for it to
Issues with the updated Zoho CRM Calendar Integration - A discussion thread
Hey all - 3 days in and no responses have been posted to the announcement thread. Not sure if that's because no one wants bad news on the announcement thread so I figured I'd make a new thread so perhaps we can get some acknowledgement of our issues.
Activity Updates on Duplicates Leads
Hi, We're facing problems on regarding duplicated leads on zCRM. When a user submitted a form via zForm that has the same email/contact with our existing lead, it merges both leads. Zoho doesn't notify us of any resubmission from the same user. Generally,
New 'notes' duplicate 'deals'
Hi, when we enter a new 'note' that 'deal' gets duplicated in the deal report. We want to use new (weekly) notes as a report but cannot without causing the duplicate deal issue. Thanks!
New Actions in Workflow rules - Schedule a Call & Add Meeting
Dear All, Greetings! We've come up with some exciting updates to actions in Workflow rules. As you might know, Workflow rules help you to automate your follow-up processes without any manual intervention. Presently, to orchestrate sales cadence,
CRM Reports- Export to pdf
I have done some looking around the different forums and the issue of exporting a report to pdf has been discussed multiple times. When you export a report to pdf the report looks terrible! The columns are not centered, some are wider than they need to
Zoho Portals for Clients
I have a kit home business and I have a custom Build module for clients. I want to give them access to this module through a portal, so they can enter dates and see the typical build flow. If I allow Create/Edit, the client can setup multiple Jobs. I
Is there any way to Categorize/Tag Notes?
We have many people who leave notes on a deal, some pertaining to Sales, some pertaining to Billing, some Notes pertaining only to customer service team. Is there any way for us to tag or categorize notes when creating/editing them for a deal? We would
How to deal with ["X-Frame-Options" to "sameorigin"] error
Hi guys, I am trying to embed the Zoho CRM GUI in a widget within a web page that I am developing and I receive an "X-Frame-Options" error, has anyone suffered the same incident or has information on which solution to apply? . Thanks
What's new in Zoho CRM? | January 2024
Hello everyone, We have consolidated the list of new features and enhancements in Zoho CRM in the month of January 2024 into a video, and here's the link for your reference: To learn more about these updates refer to this forum post. We have already published
How can I import 2 contacts to a deal?
Hi, I'd like to import two contacts to a deal. How can I do it? I uploaded first the Account, then the two Contacts (which both appear in the Accounts), but when I upload the Deal, I'm not visualizing there the Contacts and I'd like to also visualize
Free to Standard Plan
Can I start with the free plan and if satisfactory, can I switch to the Standard plan? Thanks Anup Rayamajhi
Updating Multiple Child Contacts associated with an Account
I have a Workflow set up so that if ANY field is updated on an Account, the mapped fields on the Contacts associated with that Account will update. This so we can keep certain fields on both the Account record and Contact records synced. I'm using the
Multiple activity extraction from emails, query suggestions in Ask Zia, and more
Dear all, We're excited to introduce a series of quick yet impactful enhancements to our Activity Extraction in Email Intelligence, Ask Zia, and Zia Presentation features. The enhancements include: Multiple activity support in Activity extraction Capturing
Kaizen #119 - Updating related records upon parent record deletion using Workflow-Triggered Deluge Functions
Hey ! Happy New Year everyone, and welcome to the first Kaizen of 2024! In this week's Kaizen, we will address this query raised in our developer community on how a workflow triggers a Deluge function to update the status of a field in related records
Post User ID and Contact ID to an URL
I'm trying to sent to send a Contact ID and User ID to an specific URL via a button. But I'm struggling with the following function. Help would be really apreciated. m_UserTypes = Map(); r_Response = zoho.crm.getRecords("users"); l_Users = ifnull(r_Response.get("users"),{});
I want to export all my products
Hi, I want to export all my product, but i have over 3000+ How can I do to export them?
Product codes won't sort in order consecutively?
Hi, I am experiencing an issue where we have added products manually and assigned the product codes from 2964 through to 2995. Then we added products via CSV and again assigned them product codes starting from 2996 through to 3150. The problem is when
Lead Conversion Process - How to make fields required during record creation
I have address fields on our Accounts that are required, however; when users convert and create a new account the system does NOT prompt users to complete the missing information. Is that how it is supposed to work?
Expired Dates
I need help with creating any kind of rule limiting a user to put a date specially if its passed the current date.
Best practices to manage multiple vendors for products
I am adding vendors and products into the CRM and I would like to know if anyone has tips or tricks on how to deal with multiple vendors offering the same products. I decided to create a subform in the products module, which includes a lookup field for
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