Displaying the same field and data in Accounts and Contacts.
I already have a drop down list in Accounts called "Account Type" with selections like Customer, Distributor etc. In Contacts I want to display the same "Account Type" information without having to double enter the information. I have looked at the automation
Update contacts based on account owner
Hi all, I'd like all of my contacts to include a field that corresponds to their account owner -- is there a simple way to do this? For example, if Bill owns account A and Bob owns Account B, all of the contacts in account A should have a field with the value of "Bill" and all of the contacts in account B should have a field with the value of "Bob". This is primarily so we can link it to Campaigns and send emails on behalf of the account owner rather than the contact owner, which is the default.
EU messenger surveillance - what does it mean for cliq
Hello, i read that EU prepares regulation that (private) messengers shall be obliged to scan communication. I wonder what it means to cliq? Customers are using cliq intentionally as they find it more trustworthy than American freeware Will this trust
Sync Contact fields with Account fields
Is there a way to auto sync data in Contact table fields (read-only) from corresponding data fields in the Account table? For example I set a company with a conference zone in Accounts, and I want all contacts for that account to have the conference zone data included in the Contact record and auto-synced so that any changes in the Account record are updated in Contact records. How an I do that please?
Authomatic sync of custom fields from the Account Module to the Contact Module
Hello, I created some custom fields in the Account module. Zoho Campaigns allows only the import of data from the contacs, therefore the fields need to always be updated with the fields of their respective accounts. I want the contact module to mirror the same custom fields and to auto-update their values, whenever there are changes in the corresponding Accounts. How may I do it? Thank you, ciao. Armando.
Count Total amount of related list to update single line record
Hi I am looking for help, i have search most of forums and watched countless videos of custom deluge writing and struggling. Running a subscription based company which i would like to know how many times my client has attended a class. I have a custom module (Attendance) which has a look up field connecting it to my deal (Students). If possible i want to be able to count how many times attendance has been filled out on a single record on the deal Here is what i currently have but errors come up when
URGENT URGENT URGENT!!! Mail content missing in outgoing mail
I've marked this as URGENT because no message content is displaying in an client. There's obviously something wrong with the MIME structure in the mails. I can't be the only one affected. ----------------------------------- Hi Two of my emails were sent
Rate Per Hour for task in zoho
Hi, I m finding a big Obstecal in Zoho system, I can not find the Icon Rate per hour for the Task , some times its shown in some task but the other is not
New Page Layout
In our Sandbox, I want to create a new page layout; however, I don't want it to be based on my current layout. I want it to default to out-of-the-box setup. Is this possible?
File opening and saving issues.
I have a suggestion regarding file opening issues, i usually face this issue that when i am working on one file and my colleague opens same file and works on it on same time and when we save file then that files save with different file name. I have a
Is it possible to get the "Record Audit" feature in the Standard plan?
We don't need the additional submission volume and storage space presented with the higher plans but we would like to get the "Record Audit" feature in the Standard plan by paying more. Is this possible? Can we negotiate the features presented with different
Require field when record cloned
Is it possible to require a field when a record is cloned? I know I can create a Workflow Rule based upon record creation; however, that would catch all newly created records and I just need to require this when a record is cloned. Does the system differentiate
Project Fulfillment Report for Multiple Sales Orders
We are in the construction industry and projects can span years. A project starts with a single sales order, and that likewise will be fulfilled in phases over months or year. During the project many changes orders will occur and those will be created
Problem with the Outlook calendar integration
Hi, when I try to install the plug in to integrate the Outlook calendar I get a message: Sorry, there was an error. Please try again later. Email is integrated, but no the calendar. Can anyone suggest a solution? Thanks!
Moving community subject to another subforum
Hello everyone. I'm searching for a way to move a subject from a sub forum to another and can't find a way. I think I've looked everywhere.. I must be blind. Thanks a lot Fred
Api Version 2 Refresh Token invalid_code
Hello, I'm having a problem that I don't know whats causing sometimes the refresh token failed, what's the possible reason please having a invalid code error when refreshing the token? here is the response {\"error\":\"invalid_code\"} Note: it works for sometime then after making a lot of request the error happens. Is there a possibility that the Credit limit in here https://www.zoho.com/crm/developer/docs/api/api-limits.html causes the error? Thanks in advance
Insert contact requests into CRM via Zoho API v2
Hello, I'm looking to insert any contact requests made in our website to the Zoho CRM via the API v2 but the documentation about the v2 isn't clear at all about this. I did not even found the related endpoint to do that: https://www.zoho.com/crm/help/api/v2/ So if you could lead me to the right approach it would be greatly appreciated. Thanks you !
Hyperlink in PDF file does not work
Hello! Can you please explain to me how to make a hyperlink in PDF file working? See the file below: https://docs.zoho.com/file/n9l2ja1f5aeaf2aac4d258b964de8cceaaf61 On the page 3 there is a link to http://hampersurprise.co.uk/champagne-gift-sets/, but when you click on it, you don't visit this website, you can only open this link if you'd open it in a new tab. Any explanation on how to fix this bug? Thanks!
Set a readed ticket to unread
Hi, Is there a way to set as unread a ticket already readed ? Thanks.
Zoho Campaigns: Nu nog toegankelijker
Als je de e-mailmarketingactiviteiten van je team beheert, weet je hoe vaak er dingen kunnen gebeuren terwijl je niet op kantoor bent. Dit betekent dat het essentieel is om volledig operationeel te zijn vanaf je mobiele apparaat, of je nu een lijst met
Delimiter in Zoho Forms CSV Export
I have problems to postprocess exported comma separated Forms data in Excel. How and where can I change the default delimiter (comma) to a semicolon?
Notebook Linux is not working anymore after Ubuntu upgrade
Hello, Unfortunately the notebook app on Linux is not working anymore after upgrading Ununtu to version 22.04. i'm getting a blank screen and the close automatically after Is there a planned new release for the app ?
Transcript loading issues
I am able to transcripe an audio note on my mobile device however if I click the transcript icon on the audio note when on the desktop or the webpage version nothing happens and the transcript boxes stays blank.
Notebook Web feedback and suggestions
Hi, I just took the Web version of Notebook for a test drive and I must congratulate the team on just how polished this version is. Kudos! I have the following suggestions to make it even better: Table support: I have lots of tables in a lot of my Evernote notes. I absolutely look forward to (and am sure many others out there would love to see) tables in Notebook. Organization: Currently, we can have notebooks and under notebooks, we can group notes together in stacks. That is fine...for now! Please
Zoho CRM Lead Conversion
Yes, I know that you can setup conversion mapping, BUT... In our setup of Zoho CRM when you convert a Lead - that may be for an existing Account - unless the Company Name on the Lead matches the Account Name EXACTLY, the system will not prompt you to
Early access: Zoho Sign extension for HubSpot
Hello, Today, we're excited to announce the Zoho Sign extension for HubSpot CRM 🤩 With this integration, the sales force can digitally sign, send, and manage all their documents directly from their HubSpot account. You can save a lot of time and money
Zoho Subscription Country data not passed to Analytics
Hi, can anyone help with this? The country data from Zoho Subscriptions were not all passed to Zoho Analytics. How can I troubleshoot this?
This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hi, When I add email user to my domain deko-group.com, I got this error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Please help. Kosona
Zoho Compliant with GDPR?
Hello, A month ago I have posted this question and there is no reply until now. Can somebody please pay attention to this? Is Zoho compliant with new EU legilastion on GDPR? in Zoho Recruit • Using Zoho Recruit • 1 month ago Hello, I would like to ask if Zoho is compliant with the new EU legislation on GDPR (General Data Protection Regulation). Have you already started preparing for this? Will you provide us with any kind of a certificate in order to be able to prove it for our legal entities?
New Features rolled out on April 13, 2016
Use 'Look-up' Fields in Formula columns Zoho Reports now supports 'Look-up ' fields in formula columns. Previously, it was not possible to use formulas on a lookup field. You can refer to the Defining lookup section in this help documentation to learn about creating a lookup. Note This functionality will be applicable only if the lookup column has been created with the delete criteria set as No Action on this (child) table . You can use the lookup field to create both custom and aggregate
Update all custom module related records when a contact is updated
Hi, I'm trying to write a custom function which will run whenever a 'Contact' is updated - it should update all items within a related list (called ProductContacts which is CustomModule1). How do I retrieve the ID value to pass into updateRecord? I've
Mapping field in Potentials Module to Custom Module
Hi, ZohoCRM set up has a Record type (Open, Closed, Possible) in the Potentials Module. I want to map this into Custom Modules so that additional workflows are triggered accordingly. How can this be done using a custom function as: Parent record is Potentials
how to update account status both in account and contact fields?
Now we have “account status” both in account and contact fields. When I create a workflow to update the “account status” in contact field accordingly when I edit the “account status” in account, I found that it can only update one contact which has been
Deluge code to update related record
Hi there, I got this code to update a "Deals" record with "accounts record" when it is edited/created accDetails = zoho.crm.getRecordById("Accounts",input.accId.toLong()); PotentialDetails = zoho.crm.getRelatedRecords("Deals", "Accounts",input.accId.toLong());
Move data from one field to another
Since I am limited on how many currency fields I can have in my version - I need to move some data from one field to a newly created one. How do I move data from one field to another system wide? I need to do this asap since we cannot create a field for our current months data.... Please advise asap.
Concatenate text fields
I want to concatenate two text fields so they both appear in a import value list - can someone please tell me the syntax - see below: value= <text1>+" "+<text2> Thanks, Martyn
Joining fields / concatenating
Hi - I have a Product Master form and a Products form. A Product Master can have more then 1 Product - so a Master could be "brown wrapping paper" with a Code of "BWP" and the Product could be "900mm wide" with a Code of "900MM". So I want to allow the user to select a Product Master from a look up list - I know how to do this - and then enter the Code "900MM" and have the Product show the result as "BWP-900MM" I have looked through the help and can't see how to concatenate / join those 2 fields...
combine 2 fields into 1
Hello, Is there a way to combine/merge 2 different fileds into 1 ? example: 1 field - first name: John 2 field - Last name: Lennon I want to get 3 field automatically : John Lennon what is the formula i should use? Thanks, Itai B.
Please help! Turning multiple fields into one!
Hi Friends, I'm seeking to turn multiple fields into one. With the one field being dependent on the other fields but separate and all still active. I need to export the data to a third party site for order tracking. Example: Field 1: 854 Main St. Field
Disable individual multi-select check boxes: with example case
Scenario: I have a list of options for users to select between but I want a "None" option to stand as mutually exclusive to all others. Ideally I would like to disable all other options when None is selected and disable None when any other is selected.
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