Function stopped working!
Hello! Wrote a function to put one field value into another field within the same module. It was working then stopped suddenly. Would love some help! Code below: potIdStr = potId.toString(); mp = Map(); mp.put("Amount",value); update = zoho.crm._updateRecord("Potentials",potIdStr,mp); info mp; info update;Zoho CRM Community Meetups in US - Nov' 2018
Hey there! Are you making the most of your CRM? Would you like to learn more about Zoho CRM, some tips and tricks and, network with your peers and our product folks? Several of our Zoho User Groups are meeting up all over the USA, through October and November. This is a free event, so join the session that's closer to you and learn to make the most of Zoho CRM. Features covered: CRM Insights | Workflow Rules | Assignment Rules | Blueprints | Macros | Feeds Dallas Houston AustinCan you recommend an option in Zoho CRM for tracking Webinar Attendance
We invite contacts to webinars which are head 3x a week. We get a report of the people that attended. I would like to search for the people that attended so I can call them after the event. We use a 3rd party application called clickfunnels which sends emails to invite our contacts, and we use webinar jam to host and record the webinar. We have considered also use zapier to update the zoho contact records for the people invited and attended or import a csv list but we aren't sure where this dataZoho Community Meetups in Germany - November
Hey there! Are you making the most of your CRM? Would you like to learn more about Zoho CRM, some tips and tricks and, network with your peers and our product folks? Several of our Zoho User Groups are meeting up in the below cities in Germany through November and December. This is a free event, so join the session that's closer to you and learn to make the most of Zoho CRM. Berlin Munich Frankfurt Nov 19 Nov 27 Dec 4Function #34: Close all tasks associated with a deal based on it's stage.
Welcome back everyone! Last week, we learnt how to create Accounts from Leads with all the data at the click of a button. This week, let's look at a custom function that lets you close all of the tasks associated with a deal depending upon the deal stage. Business scenario: Winning a deal is never easy. There are a lot of stuff that you need to do in order to follow through with the deal. Qualification, Analysis, Value Proposition, Identifying Decision Makers, Proposals, Negotiations, etc are theCustom button to perform a field update.
I can't seem to figure out how to create a new button that will perform a field update. I set up the field update in the Actions settings but when I go to create a new button the field updates don't show up. I'm trying to create a button on each record in list view that would update the status of that Lead.Community Digest - September 2018
Product updates: Here's an overview on Zoho CRM's portals. Take a look that the key changes to API limits. Check out last month's security enhancement for APIs. Upcoming Focus Group: This month's Focus Group webinar is on Canvas view in Zoho CRM. With Canvas View, you can add images, customize field arrangements, and have custom buttons, fields, text boxes, background colors, and much more. Unlike List and Kanban Views, which place equal emphasis on all Zoho CRM fields, Canvas ViewAsk the Experts: Q&A session on automation in Zoho CRM
Automation is necessary in any business, and even more so in sales. Keeping track of all your leads and contacts, mandating fixed processes, and setting down rules manually can be challenging. Zoho CRM provides the ability to automate workflow procedures and set up automatic replies, alerts, and notifications in advance. It also allows you to create custom workflow rules to trigger specific alerts, tasks and field updates. Additionally, you can set up case escalation rules and assignment rulesCommunity Digest - August 2018
Zoho CRM Meetups: The Zoho CRM meetups for the month of September are listed below. Register for a meetup in a city closest to you and meet our product experts and fellow users at a fun-filled learning experience to make the most of your CRM. Zoho CRM meetups in Canada Zoho CRM meetups in Switzerland Zoho CRM meetups in the US Automate using Functions Function #52: Automatically update the recent event date in the Accounts module. Function #53: Automatically name your deals during leadZoho Community Meetups in the US West Coast - September
Hello United States! Are you making the best use of your CRM? Do you think a little assistance, and getting to meet and learn from other Zoho users in your city, would help you out? Well, we are happy to announce that the Zoho User Groups are meeting in different locations all over the West Coast this September to discuss a few key CRM features and get their questions answered. This is a free event, so join the session that's closer to you and learn to make the most of Zoho CRM Topics: Email IntegrationZoho Meetups to make a pit stop in Canada!
Hello Canada! Are you making the best use of your CRM? Do you think a little assistance, and getting to meet and learn from other Zoho users in your city, would help you out? Well, we are happy to announce that the Zoho User Groups are meeting in four different locations this September to discuss a few key CRM features and get their questions answered. This is a free event, so join the session that's closer to you and learn to make the most of Zoho CRM Topics: Email Integration | Outlook Plugin |Zoho Community Meetups coming to Switzerland!
Zoho User Group Meetups, Switzerland - Zurich and Vaud Hello Everyone! Are you making the best use of your CRM? Do you think a little assistance, and getting to meet and learn from other Zoho users in your city, would help you out? Well, we are happy to announce that the Zoho User Groups in Zurich and Vaud are getting together for a meetup to discuss key CRM features and get their questions answered. This is a free event, so join the session that's closer to you and learn to make the most of ZohoEmail alert when a file is added to a lead - possible?
I'm curious as to know if this is possible. I am wanting to set up an automated workflow where: Lead is created (no trigger) PDF is manually added to lead profile (trigger) Email alert sent with file attached If Zoho cannot perform this, is there any solution that can integrate with zoho to do this? The files are not stock standard. It's an application form from each lead that's been generated through offline sales Thanks JasonZoho Community Meetups - August
Attend these meetups to: 1. Get a better understanding of Zoho CRM 2. Network with peers in and around your city 3. Meet our product experts and partners and get your questions clarified Register for a meetup in the city closest to you by clicking on the date of the corresponding meetup: USA Novi Cleveland Indianapolis Minneapolis Chicago Aug - 3 Aug - 7 Aug - 9 Aug - 14 Aug - 16 South Africa meetups Johannesburg Cape Town Durban Aug - 1 Aug - 7Zoho CRM Meetups - July
Hi! We're glad to announce a fresh set of Zoho CRM meetups spread all over the US and a bunch of other cities around the world. At each meetup, we'll gather as users, product experts and partners to discuss tips and tricks, gather feedback, network and learn from each other. The goal of these meetups is to, 1. Get the Zoho community together both online and offline 2. Enable our community members to get a better understanding of Zoho products 3. Create an avenue for our community to meet productCommunity Digest - July 2018
Product announcements TLS v1.2 upgrade and client component update for Zoho CRM Introducing server-less functions Learn more about the recent feature enhancements: Upload files to records, integrate Zoho CRM with Zoho Meeting, and more here. Zoho CRM Meetups July's Meetups on Making the most of Zoho CRM focused on several important CRM features including Email Integration, Outlook Plugin, Layouts, Version 2.0 API, SalesInbox and Subforms. In continuation with this, several Zoho CRM meetups areFunction #48: Tracking refunds and adjusting the sales executive's revenue in Zoho CRM
Welcome back everyone! Last week's function was about creating an event from Deals automatically. This week, it's going to be about real-time recording of refunds and sales revenue tracking based on the refunds. Business scenario Having a clear refund policy goes a long way in gaining customer trust. Depending upon the line of business, the refund window might vary. This is even more important in the case of online purchases where customers get to see and feel the product only after making the purchase.Community Digest - June 2018
Product announcements Enrich your data with Zia. Zoho CRM Meetups Join the Zoho User Groups and attend the meetups in the city nearest to you. These community meetups are happening in several cities in the US, Australia, and APAC regions. User meetups are great avenues for you to connect with peers in your city, with product experts and Zoho partners. Follow this link to register for a meetup. . Partners' Speak This portal showcases educational resources shared by our partners that include tips,Can I create Custom related lists for each module layout
I have 2 layouts. 1 for B2B and another for B2C. That being the case, the related items that need to be shown for each of these is quite different. Is there a way I could show 1 set of related items for 1 layout and another set of related items for the other layout?Preset an Email Sending Time ?
If it is possible to preset an email sending time for future... It looks like to be very efficient way when you have spare time to work for future or preset some emails before you will go for a business trip...Close timed emails always good before a visit or phone call. Is anybody know how to prepare emails before with a specific sending date and time ? Thanks in advanceWorkflow Rules
Hi there, If i add multiple field updates in one workflow will work,, now i am facing a problem last field update is not updating.. Please suggest how it ,will work..Function #44: Invoices from Custom Modules
Welcome back everyone! Last week's function was about transferring data captured from one module to another, along with the subform data. This week, it's going to be about creating Invoices from Custom Modules. Business scenario: Usually, invoices are created from the Deals module. After all, only if you win a deal can you proceed to create an invoice. However, there are millions of businesses that do not follow the specific "Deal" pattern. For instance, in a Hospital, whenever a patient receivesFunction #45: Display discount in words.
Welcome back everyone! Last week's function was about creating invoices from custom modules and not just the Deals module. This week, it's going to be about displaying the discount in words. Business scenario: Offering discounts is one of the common approaches taken by most companies to clock more sales. It's a proven strategy to win more new customers and retain the existing ones. From a business operations perspective, discounts help you get rid of your old inventory. This is immensely beneficialTip #21: Multiple record association in Zoho CRM
Hey everyone! As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to focus on module customization today. When you manage your sales data in CRM, there is often a need to link two modules. For instance, when you click on an account, you can see the contacts associated with it. As you may already know, this is achieved with the help of a Lookup field which links Accounts with Contacts. However, notice that this lookup field allows the association of multiple contactsCommunity Digest - May 2018
Product announcements: - Check out the new Data Subject Requests and more GDPR compliance preferences in Zoho CRM. - More features for GDPR in Zoho CRM. - Handling lawful bases for your customers using Zoho CRM - A new user interface for your email integration in Zoho CRM. Zoho CRM Meetups: We had our first set of Zoho Community User Groups at five major cities across Canada with sessions on Tips and Tricks in Zoho CRM. If you missed the meetups, we'll be back in the Country in a couple ofFunction-17: Auto-update tasks with details from related record modules.
Welcome back everyone! Last week, we learnt how to send automatic updates on deal progression by stage to all Contact Roles. This week, let's look at a custom function that fetches record details from related CRM modules right inside the task records.. Business scenario: Tasks in Zoho CRM helps organize your to-do-lists efficiently. It not only helps keep a tab on your to-do-lists, but also enables easy access to related record in other modules. This for sure, makes you productive. What if I sayTip #48: Some time saving tricks in Zoho CRM
Hello folks, It's time for this week's tip and today, let's look at the Mass functionalities in Zoho CRM that will help you save time by working on multiple records in one shot. Frustrated about doing the same operation on multiple records over and over again? The Mass functions in Zoho CRM come to your rescue, letting you filter a bunch of records using a criteria to transfer, delete or convert all of them or even update certain fields in them. Let's look at some of them with examples. Mass TransferUpdate to Zoho's Privacy Policy in keeping with GDPR
Hello All, Zoho has updated its Privacy Policy in keeping with GDPR. Most of you would have received an email communication to this effect. Some of you might have any questions with respect to: the updates to the Privacy Policy, GDPR in general, or GDPR compliance in Zoho CRM and in other Zoho services. Please hop over to the Q & A session linked below and ask away! A team of experts will answer your questions. Ask the experts now: ttps://bit.ly/2KUFQDEQuickbooks Connector...where oh where are you?
does anyone know what happened to the Quickbooks Connector? I can't find it anywhere...and I'm not getting a timely response (3 days now) from Zoho support which has been really frustrating.Tip #46: Using Zoho Sheet View
Hello folks, It's time for this week's tip and today, let's look at using the Sheet view in Zoho CRM. As sales reps, you spend most of your day over the phone. Be it for follow-up calls or negotiations or closing deals, you spend a lot of time talking to prospects over the phone and updating the record information inside Zoho CRM. While we know for a fact that you love doing the former, not everyone loves doing the latter. It could be frustrating to shuffle between multiple record details pagesFocus Group #6 - Enhanced features in customizing Zoho CRM
It's highly unlikely that you aren't aware of our CRM feature releases this year, but if you aren't, news flash for you - Your Zoho CRM (enterprise and above) supports Subforms, User lookups, Record level sharing, Sandbox and Validation rules - among many more new features. These features have been developed on popular demand which entails a Focus Group to demonstrate their working. Add formulae, look up fields and much more using Subforms to customize CRM. User fields and Record level sharingZOHO CRM & GDPR
Good morning, how exactly will be ZOHO CRM prepared for GDPR? We need * a way for gaining of contact agreement with evidence and using of personal informations with automatic saving in zoho * agreement is gained for a time period - we need automatic e-mail opt out after period ending Thanks Petr Malyzoho.crm.searchRecords() when criteria contains a pipe character
How can I escape the pipe character in a criteria value when using the zoho.crm.searchRecords function? Example: name = "Bank Fu | US"; criteria = "(Account|=|" + name + ")"; accounts = zoho.crm.searchRecords("CustomModule2", criteria);Community Digest - April 2018
April's Community digest brings you some great tips and hacks to use your CRM effectively, some custom functions and other useful discussions. A big thank you to all our MVPs who have strived to help out fellow users in the Community! Take a look at our band of MVPs and more on how to become one here. In case you missed out on April's happenings in the Community, below are some highlights for you: Product announcements: Validation rules for an accurate CRM Rest assured, Zoho CRM has got youWeb form not recognizing data input in portrait on mobile phones
Hey all, I have copied the JS Code into the web page and the form works fine on all devices apart from mobile phones when they are in portrait. I have tried different phones and different browsers with the same result. When the form is filled out it doesn't recognize this and states that the First Name cannot be empty. It will work if the mobile phone is in landscape view.Multiselect / Subform
Hi all, I am trying to customize our Zoho installation, in order to make usage as easy as possible. As part of our companies needs, I created a custom module (containing Song information) which needs to be combined with the Contacts (Song Writer) in a manner that allows a many to many relationship. My current build uses a multi-select tool to do so, resulting in a LinkedModule with the specifics of each Writer's share on a song, in which we can store his share, along with information regarding contractI can't use a Formula field anymore and want to ask about an alternative.
In my early days of using Zoho CRM, I created a custom field in my Contacts view with a Formula to 'look at' the Company Name and replicate it in the custom field (after I'd converted a Lead to a Contact, I then 'edited' and saved the Company Name field in the Contact View). This meant when I ran certain Contact Reports I could 'see' the Company Name and therefore export the report view to Excel for a mailing list. I noticed today that this has stopped working, so I need to find a way of lettingZoho Community is transitioning to a new platform!
Hello Community! Here’s an exciting announcement. Zoho Community has transitioned to a new platform and we we'd like to discuss this transition with you. Why the change? Our community was earlier hosted on Zoho Discussions, which is now EOL'd. Besides, we thought it's time for a makeover. The new platform. We’ve transitioned to Zoho Desk. Apart from an improved UI, the new platform comes with some major enhancements. Zoho Desk bundles help desk, user community and knowledge base, all in a singleAmount Field Function
I record 3 amounts figures as a currency field inside a DEAL. I want to make the Amount field be READ ONLY & have a function that adds up the NEW CUSTOM currency fields and populates this into the standard Amount field on a CREAT or EDIT scenario. The three custom fields are: Accommodation Catering Restaurant Any help would be great.Function #39: Update records in Accounts from Custom Modules
Welcome back everyone! Last week, we saw how to add subform records by having the records from other modules as a lookup field within a subform. This week, let's look at a function that lets you update records in Accounts module from records in Custom Modules. Business scenario Envision a scenario of you running a real estate business. The Accounts module contains records of all the partners associated with your company. For instance, Construction companies. However, you deal two types of real estatesNext Page
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Zoho CRM Community Digest - February 2026 | Part 2
In this edition, we’re highlighting a few more product enhancements, along with some helpful community discussions that explore everyday CRM scenarios from automating reminders and managing lead outreach to making the most of APIs and client scripts.Zoho CRM Community Digest - February 2026 | Part 1
Hello Everyone! February has been off to a productive start in the Zoho CRM Community, with several thoughtful product enhancements and helpful technical discussions making their way into the forums. To help you stay up to speed, we’ve rounded up theZoho CRM Community Digest - January 2026 | Part 2
Hello Everyone! Here’s the second part of January’s Zoho CRM Community Digest, rounding up the remaining highlights from the month. From newly rolled out updates to thoughtful implementation questions and practical solutions, the community once againZoho CRM Community Digest - January 2026 | Part 1
The new year is already in motion, and the Zoho CRM Community has been buzzing with steady updates and thoughtful conversations. In this edition, we’ve pulled together the key product enhancements, Kaizen learnings, and helpful discussions from the firstZoho CRM Community Digest - December 2025 | Part 2
Hello Everyone! During the final weeks of December, Zoho CRM introduced updates that not only enhanced product capabilities but also offered deeper guidance through Kaizen posts. This section highlights what was released and shared in the last two weeks
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Zoho CRM Community Digest - February 2026 | Part 2
In this edition, we’re highlighting a few more product enhancements, along with some helpful community discussions that explore everyday CRM scenarios from automating reminders and managing lead outreach to making the most of APIs and client scripts.How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical
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