Generate automatically Sales Orders when deal changes status
Hello, I need a function to automatically generate sales orders when I change the stage of the deals/potentials. I have to create a workflow rule: When deal/potential stage changes to "Pedido", then activates a function to automatically generate a new sales order record mapped to that potential/deal. In the new Sales Order record, I have some mandatory fields I need to update as follows: Fecha (date field)--> needs to be updated with current date Fecha de validez(date field) --> needs to be updated
Working with Contacts, Leads and Potentials
I have proposed this before but I want to make sure that Zoho is working on this functionality because there is no master list of work in process for the users to review. Currently Zoho does not let you create a lead for an existing contact. If you try
Field validation: prevent future dates
Hi, I'm trying to find a way to put a validation on my date fields in a custom module so that users cannot enter a future date. How can I accomplish this? Also, I created a custom "Event Status" field that I want to prevent from being set to "Closed"
Is there a way to Blacklist clients?
Is there a way to add clients (accounts) on a blacklist, for example if they fail to pay? I was thinking perhaps creating a 'Blacklist' button that could be ticked, and once selected prevents a Deal from being made for that particular account. Is there
Is Zoom Phone for Zoho no longer an extension?
We have it installed but it's not working.
How to calculate total weight of order?
Hello, I have added a customised field for the weight of an item under "Products". I have also figured out how to make this weight show in templates. Now the question is, how can I add a calculation at the bottom of quotes/invoices/sales orders/purchase
Disable / Hide 'Convert' option in Zoho CRM
Hi all, Is it possible to disable or hide the default 'Convert' option in Zoho CRM. For example: Inside Leads Module, I need to disable / hide the 'Convert' Button (Please find the attached Image). Thank You!
Kaizen #31 - Subforms #API
Hello everyone! Welcome back to another post in the Kaizen series. In this post, we will discuss the Subform APIs. What is a Subform? A subform is a secondary form or a table that enables you to include multiple line items into a primary form. Every line item is a subform record. Your CRM data are often inter-dependent. Often, you may have the necessity to associate multiple items to a single record. In the technical lingo, we call these "line items". Consider we have a Students module to store student
Mirror data from "contacts" to "deals" module.
Hello, I was wondering if there was a way to have data imputed into the "contacts" module be mirrored into the "data" module. maybe through a function? I know there's a way to do it in reverse by using a workflow, but my organization is most likely going
Grandstream Integration with ZOHO CRM
Can i be pointed into the direction of any resources/tutorial where i can Integrate ZOHO within a standalone PBX system i have ,Use case when a call comes to a extension it brings up the information from the ZOHO CRM database.
User can't see emails in the deal/contact if another regular user sent them directly from gmail. Source is IMAP
Hello! Managers use gmail mailbox that connected to ZohoCRM. But regular manger can't see this emails if the user sent them directly via gmail interface. If they were sent from Zoho interface it's ok but letters sent directly are not visible in the deal/contact
What is a best practice around creating custom unique identifiers?
We want to create our unique identifiers that are not numbers, however, before we start trying to think through the potential solutions and problems.
MultiSelect Lookup Field is not available on Webform
I have 2 multiselect lookups in my leads module to select products and vendors that my client is interested in. These lookup fields are not available when I create a "Web to Lead" webform and i'm wondering why? I would like to avoid creating pick lists
Zoho CRM - Change owner of note
Hey! I just started out with Deluge and Zoho and I'm trying to migrate all purchase orders to sales orders. All worked fine until I got to the notes. I effectively duplicated the notes but assigned them to the newly created sales order. This also works
Populate custom lookup fields from Sales Order item details
Hello! Hope you can help me out with this little issue. I would like to achieve this via workflow. Module: Sales Orders I have 2 custom fields ("Proyecto" API: Proyecto and "Separa Lote" API: Lote_Selecciona) I would like to populate these 2 custom fields
Emails not being delivered to Gmail accounts
The emails I'm sending are constantly being sent to the spam folder in Gmail and Google Workspace accounts. I would appreciate some support.
Custom Function in Zoho Flow to COMPLETE a Scheduled Call ?
Hello, I have setup a new 'Cadences' and I am looking to add a complimentary Zoho Flow I have setup, I would like to be able to add a custom function that automatically searches, finds, and Completes any current calls under 'Scheduled Calls' / Opened
Bulk whatsapp messaging with integration to our platform
Hi Zoho team, Can Zoho facilitate bulking messaging with templates by also integrating messaging requests (phone number, template message) from our platform?
Zoho CRM and Zoho Books : merge accounts
Hello to the community, Just to see if anyone can help me: when merging an account in Zoho CRM, from what I understand, you have to go to Zoho Books to manually merge the same accounts otherwise the account is recreated in Zoho CRM. I'm trying to automate
Automatically decline quotes if one of them is accepted
We have customers who can receive multiple quotes from us. Only 1 of the quotes can be accepted. I was curious whether we could automatically set all quotes that were not won to lost status if one was won?
Associated Calls with Tasks
Within the leads module we've created a workflow such that whenever a new lead is created or pushed into the CRM a new task is automatically created: 'Phone Lead'. We plan to eventually integrate our phones into the CRM - so when the task 'Phone Lead'
Kaizen #134 Manipulating Rich Text Field (RTF) using Zoho CRM APIs
Hello everyone! Last week, we discussed Deciding on the type of applications: Self-client or Server-based? This week, we will discuss the Rich Text Field (RTF) and how we can manipulate RTF using Zoho CRM APIs. In this post, What is a Rich Text Field
Error 401 - Rest API
I have a problem when I try to pull record from CRM. I got token and see something is true (token is valid and data center is in US). Please help me to fix it!
Move contact to new module
Hi, I am trying to setup the CRM to meet our business requirements. We're a business school, as well as we offer executive training, and consulting. Right now, I worked on setting up the CRM by renaming "leads" to "applicants", "contacts" to "students" and I created a new module called "alumni". However, I am not finding a way to move a contact from "students" to "alumni" now. I am under the impression it's not possible. Now, the reason I'm building the interface this way, is to provide a clear interface
Getting the correct status of Books in Zoho Finance in CRM
Hi, we are trying to get the information of Books Estimates in the Zoho Finance Module in the CRM (thanks to the integration) However, as shown on the screenshot, the status seem different for the same estimates... This is an issue as We would like to
Populate "Related to" Account & Contacy field in meetings
Hello Zoho community! Pretty much what the title says. When syncing Google Calendar to Zoho CRM both ways, the meetings created from Zoho are much more detail oriented than the other way around. Is there a way to, when my sales team create a meeting from
Zoho OpenAi
Hello, When using chatgpt with Zoho CRM, how do I ensure I am not violating any GDPR rules? Thanks
Giving clients payment plan options
So I host seminars and I want to give clients the option to pay in full or setup a payment plan of 3 installments. How Can I auto Generate an invoice that would do this?
Lead Conversion Mapping
I have had Lead Conversion Mapping working (almost) perfectly for years. Suddenly, it stopped working, and field mapping had the wrong fields for the contact to the Job "Deal." So when I convert a lead to a job, most of the fields are empty. The Lead
CRM integration with website
I need some help in setting up the integration of a website to our CRM. How to find or generate the ZOHO API Key & URL, we want the lead informations from the website to be directly saved to our CRM. Thanks, Reynald
Access to files uploaded in CRM as attachments
Is it possible to view in one place all the files uploaded as attachments in the CRM? Sorted alphabetically or in one or another way in catalogs? In the integrated Documents function or in the separate Documents application. It would be very convenient
Kaizen#135 : Third Party Integration using Client Script
Hello everyone ! Welcome back to another enlightening Kaizen post! In this Kaizen post, we'll explore how to invoke a Third-Party API through Client Script. This enables you to seamlessly connect to external services and fetch dynamic data. Stay tuned
Early Access for GraphQL APIs
Update 25th Sep 2024: GraphQL APIs are now open across all DCs including IN DC for Enterprise, Zoho One Enterprise, CRM Plus and Ultimate edition orgs. Please note that GraphQL APIs are not available for Trial Edition of these editions. Update 27th Aug
Custom fields for a user
Is there an ability to add a custom field to a user object and update it via the API?
CRM Connector for GMail
Is there a way to reset the time in CRM Connector? The time in mine seems to be 6 hours ahead of the actual time where I am.
How to control phone format display
Hi , Just wondering why different login user can see different phone format. May I know how can I unify the phone format in CRM?
Recurring email weekly - Zoho CRM Workflow
Hi, I would like to ask how can I configure my workflow, I would like to send a weekly email reminder to all my branches work email. I tried the CRM workflow by using the date/time field to based on - this only gives me monthly and yearly option. So I
Capture Contact Name using email address
We use GMass to send multiple emails. Using Zapier, I am able to create new entries into a custom Module in Zoho CRM - Email Captures. What I need to do now is send the date and campaign ID from the new Module entries from Email Captures to the Contact
Kaizen #133 - Deciding on the type of applications: Self-client or Server-based?
Welcome back to the Kaizen series! In this week's post in the Kaizen series, we will discuss self client and server-based clients in Zoho CRM. We will explain these two client types in separate videos, along with their practical application using Java
Rodger's helpful scripting tips #1 - Variable naming convention
Hi everyone. I see many posts about scripting (deluge) issues and automation issues. At our business, we have developed many simple code snippets which I would like to share with you in the hopes that it helps you automate your businesses more to save
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