Pass record owner form Zoho CRM to Zoho Forms and back into Zoho CRM
Hi all We have 2 modules setup in the CRM. What we want to do it is pass the record owner from the first module to a Zoho form which is currently integrated with the second module. At the moment the form's details get inserted into a new row in the secondCan I get the current logged in Zoho User Details?
Hi, I am developing a C#.Net Sales Board and need to know the salesperson currently logged in when they view the board site to retrieve their ID, team, and other custom fields from their CRM user module. I have successfully setup my .Net app to connectWhat email option to use?
Hi We want to keep track of all emails sent/received to each contact within the Contacts module. We currently use o365 (Outlook) for emails. So should we use the o365 (IMAP) integration option rather than Zoho Mail? If so, does that mean we can emailHow add multiple record line in excel file using toFile funtion in deluge script??
How add multiple record line in excel file using toFile funtion in deluge script?? this function add only on record in excel any solution to add or edit excel file with deluge script. csv_file = "Name,Age,Azmat,25".tofile("sample1.csv"); zoho.crm.attachFile("Contacts",4813270000000437033,csv_file);Copy values from one module to another
Hello, I am looking for a way to copy values from one module to the corresponding fields of another module. I know there are a few articles out there and I found this snippet (I am new to Delug). So the thing is… I do have a few custom fields (inputSetting up and Cold Calling Leads with more than 2 phone numbers?
We are cold calling people. When a lead comes in it has a list of 1-12 possible phone numbers that might work for that lead. Our leads utilize the built-in "Mobile" and "Phone" fields along with 10 custom phone number fields. We have to manually dialCall Transfer Solution
Hi everyone! Given it doesn't look like Zoho will be including "call transfer" in their phonebridge system any time soon, I was wondering if anyone has had any success finding a work around to this issue?Keypad dialer needed for Twilio in Zoho CRM/desk/recruit/etc (Phonebridge)
I really wish when I click on the phone symbol in the bottom right corner of zoho crm it would open up and show a full keypad so I can make calls inside zoho crm (using twilio) to phone numbers that aren't leads, contacts, tickets, prospects, etc. I paytwilio call transfer
Hello. looks like the most basic function for twilio integration are missing. you cant transfer a call or you cant put a call on hold these are basic functions of a phone system. twilio is unusable. here is the link to the api incase you need it. hPhonebridge transfer call to colleague
Hi Zoho, The phonebridge connector works wonderfully within Zoho CRM. There is only one reason why I can't use it in our company. And that beacuse it isn't possible to transfer a call to another person within our company. This is a basic feature with any telephone system. You don't always know who is calling for who. Is it possible for Zoho to enable this feature? So we can implement this system in our company? Another, but smaller request is the possibility to set up the outbound number for Twilio.Activities Details
You can check without open activity with this function in new system. RelatedTasks = zoho.crm.getRelatedRecords("Tasks","Accounts",accId.toLong()); RelatedEvents = zoho.crm.getRelatedRecords("Events","Accounts",accId.toLong()); RelatedCalls = zoho.crm.getRelatedRecords("Calls","Accounts",accId.toLong()); RelatedNotes = zoho.crm.getRelatedRecords("Notes","Accounts",accId.toLong()); total = RelatedTasks.size() + RelatedEvents.size() + RelatedCalls.size(); mp = Map(); mp.put("Task_Count",RelatedTasks.size());Email Open Timestamps
Hello, I'd like to ask how can we get the Email Open Timestamps in the reporting rather than the open counts? Or can we get the corresponding timestamp on each specific email open? Similar to the email click reports where we get the Clicked time. HopingHow do I link the Quote number to Sales order and/or Invoice instead of the Quote name?
Hi, I have noticed that when I create a quote and then convert onto a sales order, the quote subject appears on the sales order. I had a look a this and it is a lookup field so I tried to replicate the same with one for the Quote number but no luck, it always brings the subject instead of the number. Also I need to manually select it when it would be good to do this automatically. Is there any workaround for this? Autonumbers are no good as I'm using them already for all three (quote, sales orders[Early Access - Closed] Introducing the Canvas Design Studio.
Greetings Customers! Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world class user experience - here's a sneak peek of what'sWhat ever happened to Field Service Management
Hi some time ago i was given a demo of FSM by zoho. It lloked great and was told hopefully by the end of 2019. I thought i would look on the community and I can find no references at all and all the posts that use to be here seem to have disappeared. Any ideas or updates"OR" function for filtering
Is it possible to filter records using an "OR" command? For example, State - Doesn't Contain - Michigan OR Ohio Thanks!Introducing Image Upload Field
Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules. Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the recordFunction Help? Remove first 3 digits from Phone # depending on Picklist value?
In Leads, Standard Layout, I have a Picklist called "Result" with the values of either: Val1 Val2 Val3 Val4 Val5 I have a custom Phone number field called "Phone3". with a 10-digit phone format. ##########. We need a function that removes the first 3Adding Default Module Image into mail merge field
As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevantApp Spotlight: WhatsApp Web for Zoho CRM
App Spotlight brings you handpicked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. WhatsApp Web for Zoho CRM The extension integrates WhatsApp with Zoho CRM to allow you to send and receive WhatsApp messages right fromValue is empty and 'get' function cannot be applied Line Number:11
Hi Everyone, I wrote a custom code to check if leads are referred and to check if the client who referred the lead exist, i had used single line field to check who is the client who has referred. everything was working fine with the code after i usedIntegration with Google Voice/Hangouts and Skype
For the Zoho team. Are integrations of Google Voice/Hangouts and Skype planned for integration with Zoho CRM? There is capability for clicking on a phone icon next to the phone number of a contact to call using Skype; this does not work with Google. Both of these apps are commonly used, and integration would be an attractive feature for Zoho. Would like to see some of the advanced features that are listed on the Zoho site: single click dialing; auto call logging; pop-out of contact informationCRM email Templates: Email text look too small on mobile
When creating templates for CRM, the emails look fine on desktop but are too small on mobile screens. The font is set as 14pt Arial but on iPhone mail the text is super small. How does one fix this? Having an "HTML" view would really help.Email template character limit issue. Zoho Template Editor creates a lot of redundant code
Hi I created a Leads Email Template with the new Zoho template tool for my Leads, since you offer NO WAY to clone the same template to use with Contacts I had to copy the HTML code at the Send email window from one of my Test leads. So, I copied that HTML Code into a new Blank Contacts Email Template, but I was not able to save it since it says I´ve reached the 100,000 characters limit !!! I dont get why, if I was able to create and use this template generated with your Zoho Template Tool, why doesCreating Multiple column in the layout?
Hello I am looking to create 4 column to enter data in the layout. I am able to go maximum upto 2 columns. Can anyone suggest me the options for it. RajatTransferring CRM Attachments to Workdrive
relatedrecords = zoho.crm.getRelatedRecords("Attachments","Conditions",conId); attachid = List(); for each ele in relatedrecords { attachementId = ele.get("id"); attachid.add(attachementId); } for each ele in attachid { counter = 1; downloadFile = invokeurl [ url: "https://www.zohoapis.com/crm/v2/Conditions/" + conId + "/Attachments/" + ele type: GET connection : "work_drive" ]; resp2 = zoho.crm.attachFile("Deals",dealId,downloadFile); resp3 = zoho.workdrive.uploadFile(downloadFile, dealWD, "PlaceHolder"+counter+"",Macro or Function: Update a field and PAUSE for 30 seconds between records?
I want to update a value in ALL of my open "Leads" with the push of a button and I need it to pause 30 seconds in between updating each record. It doesn't matter which field is updated i just need it to update each record so that a workflow will beRemove Zoho tracking wrapper from CRM template emails
Hi All, We have URL redirect rules so that when certain links unique to a user/account are sent via Zoho templates, they should redirect to open the mobile app rather than web (mobile web is not supported). Because of the Zoho tracking wrapper that getsUpdating records through Zoho Sheets View doesn't update timeline or trigger workflow rules
I have noticed that when i update a series of record with the zoho sheets view (see here http://d.pr/i/ahnR) it doesn't update timeline history or trigger workflow rules. I am using it in the Deals module. Looking forward for some more info. DenisThe telephone bell comes from the speaker. Can't you make calls from a headset?
We use Amazon connect. I usually wait for the call to come in because it's in the way if I'm wearing a headset, but I can't set the ringer to come from the speaker and the call to come from the headset! This is a serious problem. I wonder why salesforceAttach an inventory template to an email template
Is there a way to configure an emails sent for a workflow to attach an inventory template already in Zoho? The email template doesn't have an inventory template merge? Is this possible? Or is there a way to change the default to address on an email template? Leah EdwardsCanvas View in Zoho CRM
Hello everyone, In today's post, we will give you some insight on Zoho CRM's Canvas View. The Canvas View lets you choose a personalized way of displaying the records. You have been able to swap between the List view and Kanban view as and when required, but there may be instances when you would want to completely customize the way each record is displayed, that's when you would require a canvas view. Below are a few options that you can use to create a personalized view for the records: 1. DisplayISSUE With this update....Refresh Page Or View After Workflow-Triggered Rule
Doesnt seem to work on all edit triggered workflows. Zoho Workdrive folder linked as attachment to a Deal Record using Function
Hello, I am trying to see if there is a function using which I can reference a Zoho Workdrive folder in Attachments section of a particular deal. Please refer to this article. https://help.zoho.com/portal/en/kb/crm/manage-crm-data/attachments-and-notes/articles/attach-files-workdrive#Sharing_documents_through_WorkDriveDashboard - 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 $999,999Zoho CRM & Zoho Forms Integration - Why Inventory Modules Missing?
By The Grace Of G-d. Hi, Are inventory modules missing from Zoho CRM & Zoho Forms Integration on purpose or am i missing something?Add Subform entries into Zoho email template?
Any way this can be done? I understand this is considered a "Unsupported Field", but I find this very frustrating that Subforms and other custom fields cannot be added to Templates. I need to provide a printed (PDF) form of Case records but I am not able to include the subform? Or other custom fields? Hopefully there is some way to accomplish this, aggravating that I have to look for alternative solutions/database for a simple need. Thx.Feature Request: Send Mail button in Accounts
By he Grace Of G-D. Hi, In some cases, We need to send an email from the accounts module. The use case can vary. But, The Most common one that i come across is When you have Zoho Form integrated to an account, You have to send it from that module. RightButton to convert from custom module to Account or Lead
We have created a module ( named ICAP) that we have saved a list of companies that we did not want to save in leads or accounts. How can we create a button - convert to account? - so that we can turn the record into a company whenever needed .. itCan I undo blueprint transitions?
We're using a blueprint to move deals through a pipeline. Now and then we make a mistake and move the item to fast to the next stage or to the wrong stage. Is there a way to undo blueprint transitions? (not building an undo transition for every stagNext Page
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Greetings Customers! Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world class user experience - here's a sneak peek of what'sIntroducing Image Upload Field
Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules. Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the recordCanvas View in Zoho CRM
Hello everyone, In today's post, we will give you some insight on Zoho CRM's Canvas View. The Canvas View lets you choose a personalized way of displaying the records. You have been able to swap between the List view and Kanban view as and when required, but there may be instances when you would want to completely customize the way each record is displayed, that's when you would require a canvas view. Below are a few options that you can use to create a personalized view for the records: 1. DisplayZoho CRM Plug-in for Microsoft Outlook EOL on August 31st 2021
Latest Update: Complete deprecation of MS Outlook Plug-in is extended till August 31st, 2021. Update: Last date for downloading the plugin has been extended till 31st, December 2020. Hello everyone, Keeping the best interest of our users in mind, weAccess Multiple CRM Accounts With Single Sign-on
Hello everyone, We are happy to announce that Zoho CRM now provides multi-organization support. What is multi-org support? In order to ease login and access to multiple Zoho CRM accounts, we came up with multi-org that allows users to use same email address
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More than one deal per lead
Hi, I love Zoho, currently getting to grips with Zoho One and think it's brilliant but I'm struggling or missing something. I am a mortgage roker and want to track referrals, purchased leads and leads from referring companies who get paid from the referral.Copy values from one module to another
Hello, I am looking for a way to copy values from one module to the corresponding fields of another module. I know there are a few articles out there and I found this snippet (I am new to Delug). So the thing is… I do have a few custom fields (inputHow to get current page URL of entry in Zoho CRM?
Hello, I am trying to find a solution to get the full URL of the current page of an entry in Zoho CRM? I.e. https://crm.zoho.eu/crm/org1234567890/tab/Contacts/998877665544332211 Thanks for help!Execute automation and other processes during import
Hello everyone, We have now introduced the option to execute automation and process management actions on records right when they are been imported to your CRM account. Yes, until now records were not allowed to undergo any automation when they are imported,Can you set up a workflow rule to trigger an email to the logged in user?
Can you set up a workflow rule to trigger an email to the logged in user? or does anyone have a work around for this please?
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[Early Access - Closed] Introducing the Canvas Design Studio.
Greetings Customers! Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world class user experience - here's a sneak peek of what'sFunction #37: Create a Purchase Order from a Quote
Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,Extension pointers: Working with widgets to power-up extension capabilities (Part-2)
Widgets simplify work and enhance the functionality of Zoho CRM by contextually embedding third-party services and adding new features to Zoho CRM. In the previous post (Part 1), we mentioned what widgets are, the basic steps to install ZET CLI, and howExtension pointers -JS SDK series#9: A look at multiple JS SDK API methods and their potential uses in different scenarios for widgets
Throughout the "Extension Pointers - JS SDK" series, we've demonstrated a wide range of APIs, their usage, and how they can be implemented in a widget, along with working examples. Let's look at a consolidation of all the APIs in this post, to get a quickCommunity Digest - May 2021
Announcements We are delighted to announce that Zoho CRM is HIPAA compliant now Trigger automations and other process management actions, during record import Zoho Marketplace houses more than 500 Zoho CRM plug-and-play extensions, here is a list of 7
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