IMAP - Email Integration Early Access
Dear All, If you are in Professional or Enterprise edition and interested to try out the new IMAP Email integration early access, then send us your CRM account email address to support at zohocrm dot com. We will enable the access and update you. Thanks, Ponnusamy
Create a link on Canvas details page to open a Zoho Forms form
We have many forms for client onboarding and offboarding. Our sales and client coaches barely know how to use Zoho CRM, so I've created Canvas views for most of the modules they use. It's made it easier but now we need to add the ability for them to access
Is there a way to find a related list is coming from?
I'm working at company and they had someone create a CRM but so many things are disconnected, so I'm building to connect and redo the CRM. However, I can't figure out where certain related lists are coming from. I would check a place to see if it has
Tracking recurring revenue
As long as a contract is active i get recurring revenue from it ever period (depending on the contract this is typically: monthly, quarterly, or yearly). Most contracts renew on the calendar year, but some renew on the contract signing date. Some are
why my deluge script has the wrong time?
every time i update a date/time field using deluge, my time ends 7 hours after the correct hour, i started using the subHour(7) method to have the correct time, but can this be corrected ?
Can i add my Pick List into predefine Pick list?
Hello everyone, I have created some Picklist in my Deals and task modules. But whenever I have to update this list I have to update in both module one by one. Is it possible that I can add my Picklist into predefined Zoho picklist? or any other option
some of my data imported incorrected thanks to excel. Easy way to fix it? or just undo the import?
excel truncated leading zeroes on some fields, and saved some other fields in scientific notation without me realizing. 'i.e. +1.24e4'. I used excel to manipulate my data from salesforce before importing into zoho. I've been putting live data into zoho
Contacts X Campaigns - Native n to n relationship not available as trigger for WF rules
Dear Z Community, I need to use an entry in a related list as a trigger for a further action. (every time a Contact is linked to a Campaign) The problem is, that relationship already exists in CRM (Contacts linked to campaigns) but that relationship is
Zoho CRM + Zoho WorkDrive: the first step
Find all the files you need instantly, streamline your sales process, and close deals faster! With the Zoho CRM and WorkDrive integration, your sales team will now have access to the newest files, constantly updated in real-time. WorkDrive acts as the central content repository for your team, making all critical sales material and other documents available in a single place. This means better communication, effective collaboration, and overall, a great customer experience. Streamline your workflow
Auto-updating the address of the customers through the Zoho CRM mobile app
Imagine you are a field representative whose work is predominantly outside the office. You travel to places and get to connect with people from different walks of life while you are on the road. Interesting isn't it? It's easy to interact with people
Is it possible to create a preference centre for ZOHO CRM Emails
Hello, Slightly more complex question. Is it possible to create a preference centre for ZOHO CRM Emails? By preference centre I mean a form for different 'opt in' (marketing lists) lists. Exactly as you would in zoho campaigns. I know it is possible to
Zoho CRM Field Formula - Not Working
I am trying to create a field so that anytime the related field (Hubspot Source Data) has "Offline Sources" selected, then the formula will return 'No', and return 'Yes' in all other circumstances. Below is my formula, why isn't it working? Any ideas?
CRM - Dynamic Lookup
I have a custom module that has a lookup to the Account module and a lookup to the Contact module on the main form. On changing the Account lookup, I want the Contact lookup to be cleared and then only enable contacts that are linked to the selected account
CRM Dropdown/Lookup - Set Criteria
I know on Creator you can set criteria for a dropdown or lookup in order to filter it. How can I do this in CRM, as I can't seem to find where I do it. Thanks
Filter Account Lookup based on preivous look up of Parent Account
In accounts module ZOHO CRM provides a parent child relationship capability. I would like to add to Deals module 2 lookups - the first lookup pulling from Accounts (this is easy) and the second look up also pulling from accounts but filtering based on the fist lookup and only displaying accounts that are a child to the value in the first lookup. Can you provide guidance on how to set this up?
Filter a Lookup
Hi, Is it possible to filter a lookup, I am adding a lookup to a custom module that looks up contacts in the Contacts module but I only want certain Contacts to appear in the list. Thanks Gordon
Showing only some of the records in a lookup field choice list
i need to be able to filter a Zoho CRM Lookup Field. For example, when choosing a campaign source for my deal, I want to be able to choose only from active deals, or any other criteria, that I place. Also, similar to what you've built for the Contact
Filter on a lookup field
Hi Support I have a lookup field called "Agent" in my potentials module. When I click it, it displays a list of agents defined (agent is another custom module). I want to be able to add a boolean active/inactive to the agent module and have this lookup
Industry / NAICS Codes
Hello, I am working on our database Industry information - however we need to have the NAICS code as potentially a dropdown multi-pick. There are a lot of option - significantly more than the 500 option limit currently available. It cannot be a free form
Lock potential stage
Hello, I would like to lock the potential stage when it reaches a Closed stage (Closed - Won, Closed - Lost or Closed - Cancelled). I don't want to allow my users to reopen a Deal once it is closed. I have created a Blueprint for the Stage field which locks it, but once the Blueprint ended in one of the Closed stages, the field is editable and the user can move the oportunity into any stage. Can this be done? Zoho support was not very helpful (as usual). Thanks, Robert
Lock a Won Deal
Hello, we created a Pipeline with a Blueprint. Once we complete the process and reach the last Stage in the Pipeline (Deal Closed (Won)) I can see that deal in the last stage of the pipeline but since they completed the conditions, once they arrive to
Creating a Rollup Summary Field
Is it possible to have a field from one module to updated another? For example I would like the Account Number from the Accounts Module to equal Account number in the Possibility Field with out rep involvement. $(Possiblities.Account Number) = $(Accounts.Account
Sum Related Records into Parent Record
Hello, I have the below code and am trying to sum the Net Profit into the parent record, however i get this error... Info {"code":"INVALID_DATA","details":{},"message":"the relation name given seems to be invalid","status":"error"} Failed to execute function
Custom forecast categories in CRM
Last modified on 21/04/2023: Custom forecast categories are now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of April 21, 2023, it is rolled out for al Zoho CRM accounts. Find out
Roll Up Field in Zoho CRM
Can we add the values of a numeric field of all records of potentials and save the sum in a field in another custom object?
Lock Down Records at the end of its lifecycle
Ability to lock records in CRM so that they can no longer be edited or deleted. When a record has reached the end of its lifecycle, nobody should be allowed to modify the record any longer. For example: Once an opportunity record is closed (closed won
Unable to invite users to a meeting in CRM using Android mobile app
In the CRM mobile app for Android, we can't add other users as invites to a meeting. If you try, you get a "No Users" message and an empty list. This issue started this week, it was not a problem before. It still works fine on the web and in the iOS app
Zoho CRM Finance Module - can I show Vendors Bills?
I suspect that the answer is no but thought I'd ask just in case someone had a useful hack. In CRM I can look at Customer records and see all the invoices we've sent them but when I go to the Vendor record I need to see their bills to us, not invoices
How to copy/put values to subform?
Hello, I am trying to copy/put a value from a picklist to a picklist in a subform. How can I solve this with a function? So in the Invoice module I want to choose a value from Picklist A (a custom module "Products") and I need to be copied/put automatically
Showing unlinked data within a record
Good afternoon, I'm trialling an idea for our CRM and want to know whether something along the lines of the following would be possible. We currently use a Custom Module named Leads for potential new business. Ideally, in a scenario where we know a rep
Multi-Select Lookup
Hi, I have a multi-select field in Deals that links to a custom module "Devices". I'm trying to write a function that updates all devices related by this lookup field, however, I have no way of getting record IDs or other identifying info for all the
Send values from one field to another
Hi! I have a somewhat complicated situation on my hands. For a very specific situation, I need to save in a field, the phases through which a budget goes through, discarding certain phases. Field 1 to field 2. This so that later, with another field 2
Search CRM records with "ends with" comparator
I am trying to search for contacts by email domain (rather than an entire email match) Is there a way in the CRM API, to search for records using the "ends with" comparator? I see there is a "starts with" comparator, but have not seen any documentation indicating that it exists. Thanks.
Have a workflow stop if there is a response on a channel
So i want to set up a single workflow with both email and sms touch points, example could be marketing to leads, or appointment reminders. If a lead responds back to an sms or email, i would like a notification sent to a sales rep for them to take over
Deluge script executes but doesn't update record?
I have worked/researched all day trying to get this to work but the record doesn't update. The script executes successfully. I could use some insight and direction. Maybe I'm not approaching this right or some part of my code is incorrect? Here are details
Formula Field Chellenge
Spent a considerable amount of time trying different formulas in a formula field but none produce any results. Can someone here tell me what I'm doing wrong or show me a better way? Created a sales order but the formula field remained empty Edited/saved
Kaizen #74 - User's Unavailability #APIs
Hello everyone! Welcome back to this week's post in the Kaizen series on User's Unavailability APIs. Business and meetings go hand in hand. There are times when you attend a meeting with your clients or partners on a weekday and during the working hours.
Workflows set to send to leads but being sent to contacts as well
Is there currently a known bug for this? I've setup a workflow in Zoho CRM just to focus specifically on 'Leads'. However, it's also sending directly to contacts too. This needs to be fixed ASAP.
One Drive
Hi, I have tried to upload attachments from onedrive. THis has been hanging for at least 10hrs. Does it still not work with OneDrive for Business as I thought it now did?
Search inside CRM and API
Hi, We are having an issue trying to search for records inside Zoho using the search bar and through the API using the search endpoint. In both cases, we get null or empty data. However, when you check the module in the CRM the data is there and it is
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