Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Mul...
Hi Guys, I need to add Serial Number in Zoho CRM Subform table. In addition of an row we can easily create in Zoho Creator. But in Zoho CRM how we can do that? Any suggestion ...
Hello, I was wondering how you forecast revenue as a SaaS? Because my LTV moves all the time and I was thinking of updating the amount of each deal in the pipeline according t...
Hello, I would like to emphasize the importance of incorporating a delay functionality within custom functions, particularly in the context of integrating multiple platforms. ...
Zoho is very bad at catching duplicate accounts. If we have an account in Zoho, and we import the same account but with "Inc." or "LLC", it doesn't catch it, it just duplicate...
Hi, I am hoping to use the CRM API to push data into ZOHO CRM from our enterprise application. This may need to happen at any time of day and there could be a long interval be...
We've used Zoho's API to connect it to our website. The website keys off of the Zoho Unique ID for the contact. Because of this, it's important when merging duplicates to know...
Is there a way for an admin to get automatically notified when a connected email account becomes disconnected? For example: We use gApps for email and have connected it to the...
The "to:" address in this code is a CRM Contact. Email address is forced unique in CRM This sendmail gets sent via a workflow which is in a custom module. It works, except tha...
I'm trying to create a Field Update where: When Call Status is Completed Lead/Contact/Account Description field with the information in the "Outcome Of Outgoing Call" Descript...
I have a custom module but Portals access users can't edit it. They can create and delete though. In the Portals settings I have Create, Edit and Delete set turned on. Anyone ...
Hey guys, I just set up my signature for the email i integrated with ZOHO. It works when I'm using the email client but when I send an email from the contact or lead page it d...
I have come across an issue in the CPQ Product Configuration. I want 10 products to trigger the suggestion of an additional product via the quantity in quoted items function. ...
I would like confirmation on the CRM software behaviour with the following configuration. A while ago I had discovered the solution by trial-and-error and now I don't remember...
Is there a way to default the view on the COMPANY module to be "Emails Associated with the Related Contact" it is extremely frustrating to have to swap it every time. This is ...
I have a workflow which triggers a function, and in this function i am changing the values of a certain subform. The changed are only visibile when i manually refresh the page...
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