How to calculate dates depending on certain fields?
I am looking for a way to calculate a due date in the Invoices module depending on the value in the dropdown/select "Payment Term" (in this dropdown I have the values 30 days, 50 days and 60 days). So the thing is, I added a formula field in the InvoicesCan we integrate Whatsapp with ZOHO Chat or ZOHO CRM
We have our core clients communicating with whatsapp and we need to keep the track and keep the record of the conversation, and that conversation should be recorded in client's ZOHO CRM account or in worst case ZOHO chat.. Can Whatsapp integrate with any of ZOHO SUITS...?? or can it be done using APIs...??Converting an Estimate to a purchase order (from multiple vendors)?
Hello, I work for a small landscape company, we are looking for the functionality to create a purchase order from each deal we close. Here is an example. John is looking for landscaping, we create a deal for him and estimate that it will cost $20, the estimate includes $5 of stone from vendor A and $15 of dirt from vendor B. When Johns signs a contract and says the estimate looks good, its time to order materials. Is it possible to convert the original estimate into a purchase order to order fromCustom function return type
Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding a return statement is not allowed because of void function return type SbAssociate Multiple Contacts to a Deal
Hello, A very important feature we are requesting is to be able to have more than one contact on a deal so that we are easily able to link multiple emails from multiple contacts the deal. The emails associated with the contact show the emails from theClone a Module??
I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of VendorsExtension 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 howDateTime Field won't update
I'm running the following code in a custom function. The Due Date field is of the DateTime type, as should be the value returned by zoho.currenttime. I've tried setting the Due Date field to various values but it won't update with any of them. Id = myLeadId.toLong(); customMap = Map(); customMap.put("Due Date", zoho.currenttime); updateResponse = zoho.crm.update("Leads",Id,customMap);Send attachments from record on email body
Hello, I tried looking this up, but found nothing. I'm creating a new email template, and I wanted to send the attachments from my record in my email body automatically. Is there any way I can do this?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.[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'sIntroducing Vonage, Lusha, Google Maps, Leady.com and 10 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 14 more extensions for Zoho CRM in the month of May 2021. Get more from your Zoho CRM with extensions from Zoho Marketplace. Telebroad for Zoho (for Zoho CRM, Zoho Recruit, Zoho Desk andFunction-20: Create Events automatically on specific days of the week
Welcome back everyone! Last week, we learnt how to add leads to campaign records at the click of a button. This week, let's look at a custom function that helps you create events automatically on specific days of the week. Business scenario: Customer visits are an integral part of most sales processes. Apart from aiding you close sales efficiently, meeting with customers help maintain an ongoing business relationship, a critical component in customer retention. The Event records in the ActivitiesExisting Contacts Through Website Form Importing to CRM
Hello, I have a form on my website that when filled out imports to Leads, and then I can convert to Contact. Each one of my records could have a project, with project details. What is Zoho's best practice for efficiently handling an existing Contact whoHow can account ID be displayed
We are new to Zoho CRM and went through the import process for Accounts today. We originally could not import successfully because the records from our previous system did not have an "Account ID" field. We manually created this value on the spreadsheetZohoCRM and Office 365
Hello, We are looking for input from other users and perhaps Zoho. We have enabled the New Microsoft Office 365 Integration on our account. Zoho added a new Calendar to our users accounts so they now see their original default calendar and the new zoho calendar in the Office 365 Portal. The Zoho Calendar Syncs perfectly at first glance to this new Calendar in the Office 365 portal: Working: You initiate an event on the Zoho Calendar and it appears in Office 365 (Zoho Sync'd Calendar). Working:feedback from client using call to action button in Email template
Hi everyone, I want to create an email template that contains a button, and this button when clicked will notify me back. can anyone tell me the way to do this. thank you in advanceExecute 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,Tracking UTM Campaign information in CRM
Hi All, We have had this questions asked a few times lately so thought it would be a great idea to post it here for others benefit. Many have asked this: How can I track campaign information in CRM from my online campaigns and report on UTM tracking details? Below is what we have set up for other businesses who are using UTM Codes for all their campaigns. Follow the 4 steps below to set this up for your CRM: 1. Create Fields in CRM Leads Module Add a field in the Leads module called 'ReferrerGamescope Error
I really like this feature, so if it can work that would be great. It does not seem to be adding everything we do up under the badges. I have also tried to run some some games, and it does not add everything up there either.Function-5: Create Quotes from deals with just the click of a button!
Welcome back everyone! Last week, we learnt about how to get the total taxes, total quantity and total discounts for a customer at a glance. This week, let's look at a custom function that makes your deals proceed smoother by creating a one-click-Quote directly from the deal. Business scenario: You hit a stage in a deal when you know it would follow through. This is when you must create a Quote. which is a legal agreement between a prospect and a vendor. Wouldn't it be cool to add a button to the{"error":"access_denied"}
I am trying to generate Access Token using the URL: https://accounts.zoho.in/oauth/v2/token and sending {"client_id"} {"client_secret"} {"refresh_token"} {"grant_type"="refresh_token"} in parameters in the response I am getting {"error":"access_denied"} ans sometimes {"error":"invalid_code"} Even if I am trying to generate the access token for the first time I am getting these errors for different zoho crm accounts. Please suggest if I am doingWidget works in sandbox but not in Production
Hi, Today we push a new widget to production. We have a button to access it and work well in sandbox. But in production we don't know why it doesn't show at all. We click on the button and nothing happens. We resend the file but nothing change. It seemsCustom "Lookup field" in lead not converting
Hi, I am trying to create a "broker" custom field in lead which is a lookup field (lookup from contact) and have it convert to a new "broker" custom field in contacts, accounts and deals. I understand that all of these fields need to have the same properties in order for me to link them. However, I cannot choose the same lookup for each module as I cannot lookup contact in the contact "broker" field. If I choose single line custom field then everything is fine. However, I cannot figure it out forFormula field - anyway to round up/down to nearest integer?
Hi all I'm sure I'm missing something, but how can I return the nearest integer i.e. 5.2 = 5, 5.7 = 6? Ceil and Floor round up or down... not to the nearest. Thanks BUMP Any ideas on this? This cannot be too difficult surely? Just to clarify, this is what I need to do: http://en.wikipedia.org/wiki/Nearest_integer_function BUMP!! If this isn't possible - please let me know?Emails 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 module to contacts or companies, just like with the Contacts or Accounts module...but apparently that is not the case? By default there is no such option in this module? Why so, if I may ask? How can this be done though? I could of course create a new moduleCustomer Loyalty module in Zoho CRM
Hi Team, We have customer loyal programs in my client business process, Is there any modules on customer loyalty or we need to customize that module, if we need to customize that means what is the prerequisites for that? Thanks in advance. Please seeMails to Deals
Hi everybody. We are using ZOHO CRM connected to ZOHO Mail and we have a big trouble, which our ZOHO partner is not able to solve. Zoho CRM automatically connects received emails to last edited live Deal of the same Contact. For us this logic is veryNew User CRM - Cannot view existing accounts and contacts
Hello community! I have added a new user to my CRM but I can't get him to see existing contacts and accounts. I have checked his login profile over and over again, but I can't figure out where the problem lies. I have found that if I move all contactsCRM Subforms to Zoho Analytics
Hi I do have subform inside quotes module in zoho crm that I'd love to present in dashboard of zoho analytics. Problem is lacking integration. I've found somewhere that this feature was planned to be available by Q3 '20.Copy or clone a Blueprint?
Hello, Is it possible to clone a blueprint please? If not, it does seem like a much needed feature. SimonIs there a way to map all properties in a database pertaining to filtered data?
I am a RE broker and want to be able to see on a map the properties in my database. For example, say I am looking visually by Google maps and want to double check this property exists in my database. Or I want to filter contacts which I have not contactedCRM does not close phone call when terminated on Ring Central soft phone
I have Ring Central enabled to work with my Zoho CRM. Whenever I place an outbound from the CRM, a little box pops up showing contact info along with a timer on the call. However, when I complete the call and click the End button on the Ring CentralAnyone found a workaround (without customer function) to link/map info from Deals Module to be connected to Contacts/Companies please?
Trying to figure out a way where when a field is updated in Deals, it is also updating the same field in Contacts/Companies.Sync addresses between Contacts and Accounts
Until today I thought that addresses were synchronised between Accounts and the Contacts that belonged to those accounts. But I've just added address details to an Acccount and noticed that they're not copied through to existing Contacts that belong toPartner Offers from April to June 2021
Zoho Marketplace now features quarterly offers from its integration partners. In the very first edition, 11 partners have signed on with exciting offers. Outgrow.co Plecto DeDupe for Zoho CRM PandaDoc Zuper FSM for Zoho CRM ClickSend SMS for Zoho CRMAutomating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them, and maintain them. Does CRM offer any backup maintence? Ideally, we would like to schedule the back ups and then have them auto-download somewhere. Having to download them and store them manually is slightly annoying. ThanksCustom button in deal section
Hi Zoho community, I find the Locate Map button associated with google maps right in the address information section by Contacts and Accounts very useful. Since I also use Deals to control the delivery, I would like to have the same button associated toUNinstalling the Old Outlook Plug-in
I have been advised by my CRM consultant that we need to delete teh old Outlook Plug-in. How do I delete it?Automatic Scrolling
Please stop the page from automatically scrolling to the end!!!!Next Page
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Announcements
Zoho 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 addressFinding similar records during conversion using unique fields of Contacts and Accounts.
Hello everyone, Until now during lead conversion, similar records in Contacts or Accounts module were found based on the values present in the system-defined fields like Lead's email address, company or name. Now, we are also using the unique fields[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'sIntroducing Vonage, Lusha, Google Maps, Leady.com and 10 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 14 more extensions for Zoho CRM in the month of May 2021. Get more from your Zoho CRM with extensions from Zoho Marketplace. Telebroad for Zoho (for Zoho CRM, Zoho Recruit, Zoho Desk and
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Ask the Experts - live Q&A discussion on Zoho CRM for Real Estate businesses
Hey everyone, It's been a while since we had an Ask the Experts session (ATE). So, we're excited to kick start this year's ATE with an industry-specific open house. A CRM solution is vital to any real estate business. The real estate industry is alsoMeeting Invite Time Zone Inconsistent
Can anyone explain why the SAME time zone information displays differently for different meeting invites? Example from Meeting Invites sent from Zoho CRM, both to leads in the Central Time Zone: Thursday, May 20, 10 AM - 10:30 AM (America/Indiana/Knox)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.Meeting Creation and Location Options
Hi, When creating a meeting from a Lead, the Leads address information is presented as an option for the location (see picture below). This is very useful as it prevents errors by using the existing data (which due to a CRM 2 Address plugin is alreadyHow 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!
Sticky Posts
Function #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 how[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'sExtension 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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