Button to create a sales order from a deal in Zoho CRM
Hello, is it possible to create a Sales Order from a deal without sending or creating estimates? The integration with zoho books can create an invoice draft from a deal. I think of something like this for a sales order. I need to send a total invoiceEnhancements related to emails
Dear All, We hope you're well! We talked about the new email configuration in our previous announcement. In line with that, we're here with a few enhancements related to emails in Zoho CRM to improve how users view their emails and attachments from withinCreate Sales Order Button From Potentials Module
I am having an issue creating a button to convert a "Potential" into a Sales Order.Voice to text notes on the Zoho CRM iOS app
Are you guys up for a challenge? Okay, so what I would like you to do is, try to add a note to a record on the CRM mobile app just by using one hand to enter the texts. This is doable and quite easy. However, what if I tell you to add a note to a recordBug with copying workflows
This is getting very tiresome. When I clone a workflow to use it as the base for another workflow - It doesn't disassociate. By this i mean that if i make an update to one workflow, it updates in the other workflow. I have assumed that when i clone aMulti-vurrency for products?
Hello, i couldn't find multi-currency option for products. it is just shown Try and i also added USD from general setting module. i can just add value and it directly add TRY on the system without asking me. how can i change this?Workflow runs on every edit despite not ticking the field repeat this workflow whenever a parent is edited.....
Hi, It is my understanding that this workflow should only trigger once. Why is this triggering on every edit of the field? Based on another support query - directly from Zoho, If i tick the box 'repeat this workflow whenever a parent is edited' it shouldAutomation/workflow to send birthday greetings employee to employee
Hello. I was trying to make it automatic that when an employee's birthday is coming up, emails will be sent to other employees to write in their greetings and then it will be sent to the celebrant to the day of his birthday. Also how can i create a contactHow do I calculate the values from individual fields?
Hello, I am looking for a way to calculate the values from individual fields in the module "Invoices". "Sub_Total" (it's the "offical" field of the Products subform) "Discount_in_Percent" (picklist) Result: "Discount_Value" (input field) The result shouldUpdate ZOHO CRM Subform Custom Field by Deluge
Hello Team, resvp = zoho.crm.getRecordById("Deals",5575250000004540106); Quoted_ItemsList = List(); ProductDetails = resvp.get("Products_Details"); for each rec in ProductDetails { mp = Map(); PodcastName = rec.get("Podcast").getJSON("name"); PodcastIDHow to change margins in templates
Hi, I'm new to Zoho Campaigns, and am trying to figure out how to adjust the margins within an email template. The default margins make the text go all the way to the edges of the page. Please advise.Failed to execute function - Mismatch of data type expression. Expected List but found String Line Number:12
I've had the above error, for the following function. I have a customer module (Customer Onboarding) where I want to create a record for each row in a subform in the Deals module, this currently works, however I'm working in sandbox to change the subform.Is it possible to move Cases into Desk
Is it possible in the integration between Zoho CRM and Zoho Desk, to push Cases created in CRM into Desk and pass the updates between the two systems?Is there a way to delete related records from a custom module upon deleting a parent record ?
Hello, Is there a way of deleting records in a custom module in CRM through a custom deluge function, when the initial record is deleted ? Let's say I have a record A in the Potential module. When he's deleted, I want to delete records B and C whichIntroducing Built-In Telephony in Zoho CRM
Dear All, Greetings! We are excited to introduce the bespoke "Built-In Telephony" in Zoho CRM. Built-in telephony is designed to allow organizations to build their own telephony framework, manage subscriptions and payments, generate call reports, andCRM Dashboard Component "Deals by stages"
We have an issue with the funnel view on the CRM Dashboard Component "Deals by stages". We are using 6 stages + closed lost + closed won. Each stage is mapped to a probability (5-90% + 0% + 100% ) Looking at the funnel the view does not follow the order (increasing % of probability) of the stages. That leads to a totally wrong display of the funnel. I could not find settings of configure options for the funnel. As it is at the moment it is useless. Does it work with you? Do I have a configureationCustom CSS for Zoho CRM Team Bookings embeded widget
Hello, we are adding Zoho CRM Team Bookings (crm.zoho.com) in our public website. We know that we can change Theme Color, Font Color and Background Color: Zoho CRM Booking Styling But is it possible to change other CSS attributes e.g. Font Family, likeHow do I change default sort of Open Tasks
How do I change default sort of Open Tasks listed on the Home page. For some reason my system is showing tasks way out in the future, I want to have it default to closest date so I don't have to keep clicking the date sort order button. Any help appreciatedfield update from the value of another field
Hello, I need to do a field update from the value of another field, but i don´t know how can i do it. In the mass update option it is not possible... I need to put the last name value form the leads module to other custom field that i have created. thanks for your help{"error":"invalid_client"} - postman error
When I run a POST request on postman using the form-data option to pass the body parameters, I am able to successfully retrieve the auth token. But when I use the raw option and enter the body parameters as a JSON object, I receive the following error: {"error":"invalid_client"} Please help! ThanksNot Able to Fetch data more if file size more 5 MB
Hello Team, @Bhoomi Joshi @Anamika Prasanth @Ashwin Vishal R Greetings of the day, I am Facing an issue with Fetch data from the getURL() & also with the InvokeURL 1. file size is more than 5 MB, please provide the solution forSend Outlook calendar INTO Zoho CRM calendar
Is there any way to synchronize the default Outlook calendar with Zoho CRM's calendar? We have new users that already have many months' worth of meetings on their Outlook calendar and they want to see them when they look at the Zoho CRM calendar. Am IAdd Invoiced Products automatically to Products on Account
I'm struggling to set up a function which will be triggered when an invoice is created, to automatically add the invoiced items (products) to the Account the invoice belongs to. I'm currently trying to adapt the following code: relprod = zoho.crm.getRelatedRecords("Products","Deals",potid);Lookup filter in Zoho CRM | Public Early Access 2023
Hello All, We're thrilled to talk about our much-awaited enhancement to lookup fields—Lookup filter. This is available on a public early access mode, which means this feature will be enabled for you upon request. To submit your request for this feature,Transfer contact to a lead.
Is there a way to transfer a contact from CRM to a lead without having to re enter everything.Scheduling a call with a contact related to another contact
I'm looking for a way to schedule a call with one contact and associate the same call with another contact. Typically, I would imagine this can be done by using the "Related to" Field in the call. But I can't find the option to associate a contact hereCalculate Age by Current Year Deluge
# Tips of the day Calculate the Age from the current year Birthday = "10-Jan-2006".toDate(); age = zoho.currentdate.getYear() - Birthday.getYear(); if(age >= 18) { info "Approve"; } else { info "Under Age"; }Display the name of an assigned price book in subform in "Invoices" module
Hello, I am trying to figure out how to display the value of an assigned price book in the "Invoices" module. In the product order subform in Invoice I assigned a price book to a product. But the problem is that I don't see which price book is assigned[Webinars] Enhancements in Zoho CRM Customization, Analytics, and Forecasts
Hi everyone, Recently, 10 brand-new features were added to Zoho CRM’s core functionalities spread across field customization and control and, analytics and forecasting. To help you all implement and make the most of them, we're scheduling two webinarsIntroducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023
Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll beCan I assign price books to contacts, invoices or purchase orders?
Hello, I recently created several price books in Zoho CRM and assigned products to each price book with special prices. But I do not know how to assign the price books to contacts, invoices or purchase orders? The best way would be to assign a price toProduct Name Lookup Feature (Inadequate)
There should be an option to filter the products in the "Product Name Lookup" pop-up window by at least the "Product Category" field. Additionally, when the "Product Name Lookup" pop-up window is opened again, it should display the last search/filter results. We currenty have to loop up the product or its category again. The search should be performed against all the fields that comprise the Product.Using Deluge, how to loop through all Open Meetings?
Hi I need to loop through all Open meetings. My code is: getMeetings = zoho.crm.getRelatedRecords("Events","Deals",deal.get("id")); for each meeting in getMeetings { // do something } However, this loops through all Meetings (Open and Closed). Ive triedCustom functions - get records by view name - getRecords(viewName)
Has there been a breaking change with this feature? Several of our deluge automations no longer work, as of today. For example: deals = zoho.crm.getRecords("Potentials Awaiting review Unassigned"); info deals.size(); Returns 0, even though there are many deals in the view named "Potentials Awaiting review Unassigned" Changing to: deals = zoho.crm._getRecords("Potentials Awaiting review Unassigned"); info deals.size(); Returns 1. Performing a .get(0) still returns a map of size 1. Performing a furtherEmails in the Vendor Module?
Hi there, I may be wrong but I understand that the Vendor module can be both about companies or Individuals, supplying my company with goods or services. If this is so, then I would assume that you should be able to send emails from within that moduleIntroducing Lookup filter in Zoho CRM
Dear All, We're thrilled to talk about our much awaited enhancement to lookup fields—Lookup filter. Let's get into the details! As you all know, lookup fields help you associate data from one module to another. You can lookup a record from module B andZoho Email Notification: Authenticate all email-sending domains to improve your email deliverability
Has anyone else received the email below? I'm totally confused because I already have my domain authenticated. Below are some screenshots and questions, maybe Zoho support can provide some help. For context I did already contact support over email whoAdding string / text fields to modules
I'm working on a custom leads module with a layout for call center agents. I need to add text fields that are for display purposes only to prompt call center agents. I haven't found any way to add a field in Zoho CRM that doesn't accept input, ie. isUpdate data in subform
Hello! I have a subform within a budget, I need to update the data of one of its fields in this subform. But I am not managing to insert it either with a function or with an update rule. With the rule, it doesn't directly allow me to choose to point toGlobal Sets in CRM | Public Early Access 2023
Hello all, We are thrilled to announce Global picklists, a much awaited feature for CRM Admins! This is available on a public early access mode, which means this feature will be enabled for you upon request. To submit your request for this feature, kindlyNext Page
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Enhancements related to emails
Dear All, We hope you're well! We talked about the new email configuration in our previous announcement. In line with that, we're here with a few enhancements related to emails in Zoho CRM to improve how users view their emails and attachments from withinIntroducing Built-In Telephony in Zoho CRM
Dear All, Greetings! We are excited to introduce the bespoke "Built-In Telephony" in Zoho CRM. Built-in telephony is designed to allow organizations to build their own telephony framework, manage subscriptions and payments, generate call reports, andLookup filter in Zoho CRM | Public Early Access 2023
Hello All, We're thrilled to talk about our much-awaited enhancement to lookup fields—Lookup filter. This is available on a public early access mode, which means this feature will be enabled for you upon request. To submit your request for this feature,[Webinars] Enhancements in Zoho CRM Customization, Analytics, and Forecasts
Hi everyone, Recently, 10 brand-new features were added to Zoho CRM’s core functionalities spread across field customization and control and, analytics and forecasting. To help you all implement and make the most of them, we're scheduling two webinarsIntroducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023
Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll be
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Common_Status field COQL query
Hi, What is correct way to query data by Common_Status filed? For example what is correct COQL expression for this criteria: "criteria":{ "group_operator":"AND", "group":[ { "comparator":"contains", "field":{ "api_name":"Common_Status", "id":"4233330000000002"Rollup summary in Zoho CRM | Public Early Access 2023
Hello All, We hope you're well! We're here with an exciting update that goes right into CRM's core capabilities. It's called the Rollup summary. This is available on a public early access mode, which means this feature will be enabled for you upon request.Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023
Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll beCRM Record Locking | Public Early Access 2023
Hello All, Hope you're doing well! We're thrilled to introduce our latest enhancement to CRM—record locking. This is available on a public early access mode, which means this feature will be enabled for you upon request. To submit your request for thisLookup filter in Zoho CRM | Public Early Access 2023
Hello All, We're thrilled to talk about our much-awaited enhancement to lookup fields—Lookup filter. This is available on a public early access mode, which means this feature will be enabled for you upon request. To submit your request for this feature,
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Introducing Built-In Telephony in Zoho CRM
Dear All, Greetings! We are excited to introduce the bespoke "Built-In Telephony" in Zoho CRM. Built-in telephony is designed to allow organizations to build their own telephony framework, manage subscriptions and payments, generate call reports, and[Webinars] Enhancements in Zoho CRM Customization, Analytics, and Forecasts
Hi everyone, Recently, 10 brand-new features were added to Zoho CRM’s core functionalities spread across field customization and control and, analytics and forecasting. To help you all implement and make the most of them, we're scheduling two webinarsCanvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help[Early-Access] Blueprint enhancements - Parallel and multiple transitions, and more
Early Access Interest form Resources Help Documentation Subscriptions CRM Professional, Enterprise & Ultimate, CRMPlus, Zoho One Restrictions Currently only supported for CRM web version Zoho CRM's Blueprints provide structure to business processes byExtension pointers - Simple yet significant pointers #12: Functions for Zoho CRM extensions
Functions are essential in achieving logical functionality for an extension. You can easily code your functions in Deluge using drag-and-drop tools to meet your requirements. How to create functions for Zoho CRM extensions in Sigma Go to Sigma and select
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