Copying/Converting Data from One Module to Another Module along with Notes
One of my client has more than 15 Module and he wants to move Convert Data from almost Every Module to all other Modules. To avoid all these tedious tasks, I created a generalized Code to Convert from One Module to Another Module. All you need is to change source_module and dest_module names and create a parameter of module_id. Also need to add some fields if there is a change in Field Name and what you dont want to copy information. (upto Line 24) I added as many pieces of information I can to describeIntegration between Zoho CRM & Workdrive
Problem statement When attaching documents in Zoho CRM there is an option to upload from Zoho Workdrive. As far as I can ascertain, the extent of the integration is to attach a copy of the file to the relevant module in CRM. This results in the file being stored in two separate places, i.e. CRM and Workdrive (incurring additional storage and versioning implications). Idea Would it be possible to show hyperlinks to files in Workdrive, thus avoiding the need to upload actual files? Happy to expandcan I link a contacts to multiple accounts
can I link a contacts to multiple accountsResponsive (mobile enabled) HTML email templates?
I have set up a HTML mobile enabled email template that has been tested in Salesforce's template setup - It works perfectly in SF. I have tried many different ways to get it to work in Zoho's CRM, but it keeps stripping out the mobile formatting options.Announcements in Zoho CRM
Hello everyone! We're excited to announce the launch of Announcements in Zoho CRM to communicate important updates to you all. Here's the placement of Announcements in our Zoho CRM page: Here, CRM users will get important messages from our Zoho CRMHow to check the daily activity in graph form ?
We want to check the user wise activity of pending and done for the day or future days? Please help out in this regardFunction: Populate Text Fields using Fetched Subform Values in Deals
We need help creating a Function that will auto-populate 4 text fields when the values are added in the first two rows of a subform. (photos included) So these four values: ...would go into these four fields as a result of the function: The first rowDeals related to Vendors?
We have a lookup field in "Deals" that is part of a Sub-Form. We basically link a couple of vendors to each "deal". We don't always link contacts from that vendor. However, we can't go to the vendor and see which deals have been linked to the vendorsSort Order for Reports
Need to be able to set the default sort order for reports.Territory view for custom modules?
I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories: Contacts / Accounts / Opportunities These modules don't have territories: Buildings (custom module) andLead Conversion Error
Im getting a "Parent field length should be less than or equal to the other field length" error when trying to edit Lead Field Mappings. I understand that the leads field needs to be the same size or smaller than the mapped field in contacts or accounts.Zoho CRM date to Adobe PDF form
Hi There, Is it possible to create a custom function where we can move the data from the Zoho CRM record and fill out adobe pdf forms? We have an immigration firm and usually, we need to fill out PDF forms provided by the various immigration departments.CRM to Books Estimates
I just switched everything over to ZoHo books, but I am trying to find out why the CRM Estimates, Invoices, and Sales Orders created in ZoHo CRM are not then duplicated in ZoHo Books? I had Quickbooks before, and had to do everything twice, I thoughtHow to Find and Merge Duplicate records in Zoho CRM
Hello Everyone, Today, let's see how to find Duplicate records in your Zoho CRM account and Merge them. Eliminating duplicate records in CRM seems to be a frequent issue for many businesses. Duplicate records can affect your productivity, increase manual work, and more importantly show incorrect data when it comes to reporting. Hence, it is crucial for businesses to have the ability to avoid creating duplicate records and the ability to merge duplicate records in CRM. As a first step, we needStart call from custom function
Hello, I need to create and start a current call from a custom function. Any suggestions ? How can I get info and related commands and functions about this ? I have made this code. It register the call as a completed call. leadDetails = zoho.crm.getRecordById("Leads",leadId.toLong());How to update "Lead Status" to more than 100 records
Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, JonathanEmail Unable to Send Error
Getting this Error when I am trying to email quotes to customers in CRM. Has happened on all of them since yesterday. Am I the only one having an issue?The Convert button!!!
Shouldn't a lead stay as a lead until a Deal is won/lost and then convert to a Account/Contact. I'm sure that's how it is done in other CRM's. That way for the sales pipeline you could have deals that relate to leads and deals that relate to clients (upsellingAny way to attach a contact to multiple companies on an import?
Multipick lookups don't seem to work on imports. Is there a way with scripting to solve the issue I'm having? I am trying to add contacts and accounts and would like to attach a contact to multiple accounts. Can this be done in deluge after an import?Triggering a custom function from Approval process Not working
Hi Forum, Our requirement is to automate creation of child records once a Parent Deal with recurring option is chosen. If recurring value is 12 months, then 11 child deals will be created and tagged with the Parent Deal. The function itself is workingZoho CRM Task to Invoice
Hi, I would like to know if there is a way I can add a button in my tasks to create an invoice using the details in that task to create the invoice? At the moment people can book a service on my website (using zoho booking) and then using flow thoseHow to update contacts entries with data from a custom module
I am trying to auto-populate my contacts based on information available in a custom module. Let's say the custom module has the following columns: Email | Date | Other info How do I create a new entry available on this contact page (using theAutopopulate Lookup field
When I create a new entry in a custom module (data sent through Zapier), I would like to autopopulate a lookup field with the value from Zapier. However, I get this error message in Zapier: Zoho CRM: Unable to create entry in module: Vingo_Ride. ErrorZoho CRM gets a new email compose and lot more
Dear Customers, How many of you have waited to set a default font size and font family whenever you compose an email in Zoho CRM? How many of you have desperately needed an email draft within Zoho CRM? Won't it be better if the compose window does theOrganize blueprint transitions
Hello, I don't see this as a very hard thing to do, but it would be very helpful. Currently, when a blueprint's transitions appear on a record there is no way to organize them. The order they appear in seems very random, and this random order changesFetch input value of field for validation rules function
Hello, I want to validate a field in zoho CRM to make sure that the input someone is entering in that field is less than a variable that I created in the zoho deluge function. How do I get in the deluge function editor the input that someone put intoPop-Up information window
It would be good to have the ability to add a pop-up information window for important information each time a record is opened. For example, you could add a one to an account saying that the contact works night shift and to only call after 5:00pm andDashboard - Grouping Record Count by Ann Rev Range
I'm trying to figure out how to create a simple pie or bar graph that shows how many Lead records fall within a certain revenue range. For example... how many leads have over $1,000,000 in Annual Revenue, how many leads have between $500,000 and $999,999HOW CAN I COPY ZOHO CRM TO ANOTHER ACCOUNT???
I OPENED A NEW COMPANY IN OTHER COUNTRY I NEED TO COPY THE CRM TO ANOTHER E'MAIL ACCOUNT. HOW CAN I DO THAT?Automatically calculate and include tax on quotes
I've recently been VAT registered and now need to include VAT on my quotes. I have been able to set the tax label and amount but still need to click the tax link and select the tax I wish to include before it appears on the quote. Does anyone know of a way to set the default tax and to have it automatically included in the total price? Any help would be greatly appreciated. Thanks.Self Service update of contact information for clients
Whats the best way to reach out to contacts to verify you have their correct and most up to date information? Is it to send an email to a mass group auto-populating the information you have for them to validate? Or even better have a customer/contact update their contact information? What has worked best for you?Self Service updating of customers contact information
Whats the best way to reach out to contacts to verify you have their correct and most up to date information? Is it to send an email to a mass group auto-populating the information you have for them to validate? Or even better have a customer/contact update their contact information? What has worked best for you?Associate existing contact with Account
I want to associate an existing contact with an account but Zoho only gives the option to associate a new contact. If I want to associate a new Acount to a parent account I have a lookup field but not for associating an existing contact.Two way sync between ZOHO CRM and Outlook
I would be interested in being able to sync at least contacts, if not calendar and tasks as well, on a two way basis between Zoho CRM and Outlook. Any plans for that, or any way to do that now?Unable to Add Notes
I've had a user report that they are unable to add notes to account records. I attempted and found the same issue. There is no option to save the note.How can switch my CRM settings to allow duplicate contacts and emails?
I have a lot of contacts and leads who have team or department inboxes and every time I convert them to contacts, it merges it to initial contact that was first created with that email address. Is there any way to allow duplicate contacts?Custom Lookup for Tasks
I've changed the vendor's tab to a time sheets tab. I want to keep track of time related to tasks. But, when I create a custom look up field, I can't relate my time sheet to a task because tasks are not included in the look up field. How do I add a custom look up field so that I can relate things to Tasks? Thanks, JordanAdding photos for users from Admin account
Is there a way to add photos for user accounts from the administrative account? Or can this only be done while the user is logged in, then going into their profile?Super Admin ability to move mistake transitions back to the previous state on blueprints
I've created several blueprints and I am having an issue when a representative accidentally clicks the wrong transition and there is no way to return it to the previous state/status. I understand why this would be the default setting for standard usersHow I run a function across all the records in a module?
Hi All! I am trying to figure it out if there is a way to apply a function across all the records in a module. It has a different number of uses cases, but, as an example, lets say that I want to make a function that checks a value in the record, and,Next Page
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Announcements in Zoho CRM
Hello everyone! We're excited to announce the launch of Announcements in Zoho CRM to communicate important updates to you all. Here's the placement of Announcements in our Zoho CRM page: Here, CRM users will get important messages from our Zoho CRMZoho CRM gets a new email compose and lot more
Dear Customers, How many of you have waited to set a default font size and font family whenever you compose an email in Zoho CRM? How many of you have desperately needed an email draft within Zoho CRM? Won't it be better if the compose window does the'In-app purchases' feature is now supported in the Zoho CRM iOS app
Hello everyone, We are delighted to let you know that we now support 'In-app purchases' feature in the latest version (v3.6.23) of the Zoho CRM Mobile app. You can now subscribe to the Zoho CRM editions (Standard, Professional and Enterprise editions)Zoho CRM Plug-in for Microsoft Outlook EOL on August 31st 2021
Important Latest update (on 26th August, 2021): Complete deprecation of MS Outlook Plug-in has been extended till December 31st, 2021. Apart from that, we have the following upcoming updates in the Outlook add-in: The Outlook add-in will allow to addSay NO to Duplicate Leads and Contacts
Two Methods! It is important for a company to make sure that the CRM account is free from duplicates records. Basically, there are two methods to keep a check on duplicate CRM data: One is to prevent creating duplicate records The other is to clean your existing data of all the duplicates. For all those who are aware of the Zoho CRM features that help you eliminate duplicates from the existing records, I shall move on to the new feature that we released recently to take care of the former method.
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Update fields based on fields in other modules
I am trying to figure out how to have fields update based on a field input from another module. One example is I have a field in my deals called "Job Number" that auto-generates when a job is created. I want that input/number to show up in a field onAutomatically copying information from an Account to a linked Contact
Hi everyone, I am currently automating a few quality-of-life things in our CRM. So far I've been having great success with workflows, but I've encountered an issue that, as far as I can tell, can only be resolved with a custom function and I'm admittedlyUsers are able to access records in a territory that they are not a member of
Hello, I have several territories set up in our CRM. I recently ran a test to see whether users that are not members of a particular territory can access records within that territory (e.g. Accounts, Contacts, Deals), and it turns out that the users thatShow a count of new contacts this week on dashboard
For us, we only add contacts in zoho when someone has signed up. Therefore it would be great to have a display of the number of new contacts this week, and be able to see if its up / down compared to the previous period (week). I cant see a way of achievingCalls Workflow Triggers
So I have been watching a tutorial about Calls workflows and I do not have the trigger options that are in the video. As you can see below, there are triggers for missed call, outgoing call etc. This is clearly an older version of Zoho CRM from 2020
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Meetup Snippets 02 - 'How to learn from Zoho Community' by Hannah Eversole
We are happy to bring to you the second snippet in this series from Detroit ZUG meetup in September 2020, featuring, Hannah Eversole. Hannah is the Detroit ZUG Leader. She demonstrates how Zoho Community and online forums help her learn more and providesExtension Pointers for Integrating Zoho CRM with Zoho products #3: Keep track of your Zoho Desk tickets from within Zoho CRM
Operating a business necessitates complete management of all individual units in order to achieve smooth operations. Working with a CRM solution and handling support-related tickets are two critical units that must work together for a successful outcome.Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio.
Canvas is LIVE! Today, Zoho CRM is finally launching Canvas, our ambitious approach to create the gold standard of CRM experience. After a successful early access program, Canvas is now available for all. And by all, we mean all. Canvas is available byIntroducing a new home page view and UI enhancements for Dashboards
Hello everyone, In CRM, the home pages provide a quick view of the various happenings in a business with the help of dashboards. The home pages also help to organize one's and the team's day's work. There are three views in the home tab: Classic User'sCommunity Digest - August 2021
Announcements Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio Introducing new charts and additional metrics in Webform Analytics Execute automation and other processes during import Announcing Multiple Sandbox types and support
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