Transfer Booking Date to Custom Field in CRM
Is there a way for the booking date information to be transferred to a custom field we have in our CRM? Preferably through custom functions. I need this info: Transferred here in the CRM Leads field:
WorkDrive / WorkDrive(Z)
I have downloaded/installed Zoho-WorkDrive(Z) TrueSync on my computer. But now I have two Zoho-WorkDrives. Are they different (other than the ability to select which files you want to be available on/off-line (Z)). Is there a point to having both on one
ANALISIS DE DATOS DE SUBFORMULARIOS NO RELACIONADOS
Hola, buenos días. 1.- En un Form puedo incrustar un SubForm A relacionado a otra tabla o Form B. OK 2.- Así mismo puedo incrustar un SubForm C en blanco y directamente crear los campos que me interesan en él. Este SubForm C NO está relacionado a otra
Incorrect VAT Treatment for Individuals purchasing a service
Hi there, I am a service-based business, in that my customers are individuals who need to attend my clinic in London for the service they have purchased. I am registered for UK VAT. However, for an Individual (Customer type in ZHSubscriptions), if they
Deluge Calculations
My application has a main form and two subforms. Main form = deployments Subform 1 = incidents - incidents responded to during each deployment. Subform 2 = staff - employees who worked on each deployment. I have successfully linked the relationships using the main form's ID. The main form uses a look up field to show which employees were deployed on a given day. Then the Incidents form has a lookup to show which staff responded to which incidents. The main form has a formula field calculating
Deluge and Books with line items
Hi. I am trying to code a solution that looks at invoice line item in a workflow and if they contain certain products updates CRM module. I have been slowly trying to learn deluge but am stuck. I have managed to grab the invoice data and can pullout various
ZCRM from invoice in books
I am trying to create a function that writes to the crm after an invoice is created in Books. It is important to link it to the correct contact id. I am trying to find the CRM contact id from with books. I thought it would be ZCM_contact_id but it returns
Payment Gateways - VOTE UP thread
If you want to keep paying customers from shifting to other platforms such as Shopify or WooCommerce there needs to be faster development of newer technologies and services. If Zoho wants to make money we need to make money too. I'm starting this thread
CreateRecords works only on localhost
Hi, I have a problem with node-js sdk 2.0 and createRecords. Everything works well when creating records on dev but when the project is pushed to google cloud run it will give out this error: If I remove that field it will let me create the record but
A way to add a checkbox where customer has to agree to terms before accepting an Estimate?
I am looking for a way to have my customers agree to certain terms by reading a short text then clicking a checkbox before they are able to click the Accept button on the estimate. Is this possible to add or put on the road map? I have just integrated
Zoho CRM: How to Capture Account Records for Companies with Multiple Offices?
Sorry - this seems like the most basic of CRM questions. We have multinational clients and domestic clients with multiple regional offices. I'm wondering how other Zoho CRM users manage this info in their CRM? Duplicate company names in the Accounts
Add 365 days automatically to end date
Hello Everyone, I have 2 different date fields, Start Date and End Date, is there way that the End Date field would automatically add 365 days to it whenever the Start Date is created or edited? Any idea is highly appreciated. Thank you!
If condition in Forumla Box
I am trying to insert a formula box with an If condition but I am continiosuly getting error called "Missing Quotes" My if condition contains strings If('${SalesOrders.Deal Type}'=='Influenced',${SalesOrders.Grand Total}/2,${SalesOrders.Grand Total}) I have a field called deal type, what I am trying to write is if the deal type field contains the string "Influenced" then the return value should be 50% of the Grand Total. Somebody please help me with an accurate syntax Thanks! Suraj
To Do List/Checklist
Looking for a way to create a To Do List/Checklist in the CRM. We have looked into the blueprint/pipeline option but as our "to dos" could happen in various stages, it doesn't work for us. It might be an option if we could have more than 1 pipeline but apparently that's not an option right now. What is the easiest way to have a simple To Do List/Checklist? We just want to have a list that we check off as completed. Thank you!
Can I add a checklist to Zoho CRM
I need to add a checklist to Zoho CRM. The checklist will have several options and I can check the options the customer is interested in. Is there a way to do that?
How to "Append" when importing Contact data to a Multi Pick List
Inside CRM I can perform a 'Mass Update' to a Multi Pick List which gives me two options: 1) Overwrite and 2) Append. Append allows me to 'add' an additional value to whatever might currently exist in the field. However, if I now want to import data from
notifications?
How can I setup the notification if someone that I shared sheet with!! For example he/her edit something will I be able to get notification from that specific person?? So I can check out his/her work Regards
Resource Utilization should take into account Completion % or Timelog
If you are a user that has this same problem or wants to see this happen, please hit the Thumbs Up button and post a comment below. The more people ask, the more Zoho listens. The problem: There is a major flaw with the Resource Utilization report in
C# SDK Configuration
In my application I installed these package _ ZOHOCRMSDK-2.1 MySql.Data Newtonsoft.Json My application is .NET Framework 4.6.2 This is my Initialize class code screenshot. I use self client and scope "ZohoCRM.settings.ALL" for generate GrantToken code.
Import Contacts with matching Account ID's
I just imported my Customers (Accounts). I would like to match my Contacts to the Accounts by Account ID (created by Zoho when importing Accounts). I do not see a field match for Account ID when importing Contacts. Can this be achieved?
Deluge: how to fetch Zoho CRM subform data
Hey I'm trying to get data from a Zoho CRM subform "PG_Info" to show up so I can merge it into a Zoho Writer template. When I try the code below it returns "null" for all entries. Any ideas? Website r_Deal_Record = zoho.crm.getRecordById("Deals",Deal_Record_ID);
Subform
Report filtering with functions : show all or ignore filter
I would like to know if there is a way to conform a repor filter to show all as well as a single value. Context : I have a function that will return the ID of a single organisation based upon an option chosen by a user that's stored in a form called client_access_form
Specific Filed(s) get modified not working
Hi Everyone, I have a workflow rule to automate the Renewal Date Field. The rule will trigger when a specific field gets modified which is the 'Date Completed' once this field gets modified, 'Renewal Date Field' would generate a date +365 days to the
HTML Template Importing and Exporting
I'd like to export HTML from a Zoho Campaigns template for use in another system. I'm looking forward to updating my website template (F60 Host), And I need to Export HTML Code. Can anyone help me out
Validate Text Field based on the value in other lookup field in the same Module.
Hi, I want to validate text input when create a new record based on another lookup field selected value in the same module. The flow is, user will select the look up value first. Once done, next user will key-in the text input that needed to be validated.
Send leads to another custom module
Hello In our company, some of the leads we import dont work, disconnected numbers or people not interested. We would like to be able to send this leads to a custom made module. Right now we can only convert a lead into a contact. Is there any way to send
Limit available products in cases from drop down
Hi We have many products in our CRM which are "spare parts" inventory. We only have 4 main saleable products supported using cases. Is there anyway to limit that product drop down in cases to just those few products? Ty
Calendar invites for Microsoft Teams dont show link correctly
When i copy a link for a meeting scheduled in teams and paste into a zoho calendar schedule the link to the teams meeting comes up as long script - as opposed to aa consolidated link - see attachment. people are saying this doesnt allow them to join the
Filtering Deals Using Last Activity Time "older than x days" or "between x and y days"
I wish to create a filter for the Deals module and save the view so we can display the filtered Deals list on the home Dashboard. I wish to save 2 views: - Deals with a last activity time of 3 - 8 days ago - Deals with a last activity time of 9 days or
Using Roles and Profiles in Deluge
I have a form with a section called "Billing_Details" for use by our billing department. I would like to hide the section when the user is not a member of the Billing Department. I have a user profile called Billing Department. My question is this: is
#Zoho SalesIQ - Relocating the chat icon
Hi, I am using the Zoho Sales IQ in my android application. The chat icon always appears at the right bottom of the screen. Is there any way to change the location of the chat icon. Help me to solve this problem. Regards, Bella
Unit Price vs List Price
Hi Guys I am looking at setting up price books and want some clarity. In the product module there is "unit price". I have been using this price as our sell price for quotes etc. I presume though this should be our buy price from our supplier????? Is this
Despite pre-converting a video to Twitter compatible format, Zoho Social refuses to accept
This web site (https://webservice.online-convert.com/convert-for-twitter) is for the sole purpose of converting a non compatible video for Twitter into a compatible one. However even after running a video through this web service Zoho Social refuses to
Select or assign a default view on a project dashboard through the project layout
We have started a new engineering change notice (ECN) project in the company and we are planning to use a separate project layout for these type of projects. This project layout gives an overall view of the project including links to specific Sharepoint
Duplicating a Shared Form
A team mate has created and shared a number of Forms, and I am able to edit and share these Forms, but I am unable to Duplicate. The "Duplicate" button does not appear on the form. Is there a permission setting that we can change to enable shared Forms
Customize the schedule of creating invoice
Hello Can I customize the time when an invoice is created? For example for this situation: Customer's subscription ends on August 31st 5 days before the end date of the subscription, we inform that he must renew the subscription. It would be nice at this
When getting started, how can I be sure my expense reporting is linked to my employer/ manager?
Starting a new account
A new user cannot login
I have just opened a trial account that allows 10 users. I have sent an invite to a user, but they are unable to login. They contacted support and were told that I already have 10 users. This is not true as there is only me and one invited users out of
JIra window not loading
We have Jira integrated with Zoho Desk and the window to link/create a desk ticket to a zoho ticket is not loading, it's just blank. See screenshot.
Can email notifications be opt in rather than opt out?
Could you please make it so that email notifications are opt in for users and not opt out? We may have to stop using Zoho. Some of my colleagues like and use it; others don't want to experience the details of project management—they just want to be updated verbally at meetings. Sure, they can configure their own settings, but why do I have to make them do that? Many will just say: make this stop; I don't care if it means that you have to stop using this tool. I guess I could give the an alias email
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