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...
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@...
Hello, I would like to emphasize the importance of incorporating a delay functionality within custom functions, particularly in the context of integrating multiple platforms. ...
We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email ...
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 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. ...
Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize th...
Hello all, currently, we are using Leads -> Deals Pipelines to manage our Sales. So far so good. Now, we rely heavily on activating dormant clients and nurturing active client...
Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like t...
Im currently using the following code to create deals and tasks based off a new quote in zoho books, the problem is the quote is created under Accounts in CRM in the Zoho FIna...
Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change th...
Hi there! I'm looking to be able to sync Deals and Contacts. Basically, when someone places an order we have it syncing the order data to Deals, complete with the customer's n...
So, I don't know if anyone has tried this yet but Circuits can be a pretty powerful solution to process data and get the job done in a more structured way. However Circuits ar...
From Desk to CRM, I can create a Connection in Sigma (to CRM) that gives me the option to Use Credentials of logged-in user. In CRM, there is a separate option in setup for 'C...
Hi! I'm looking for code that will automatically create a quickbooks customer account when clicking on a button located directly within Zoho CRM - Contacts Module. Here's what...
Hello, We're creating some reporting in Zoho Analytics using data from CRM and Bookings. Unfortunately it looks like when Bookings Appointments are carried over to CRM Meeting...
I am trying to filter the CRM down to specific notes that I want that'll show up all the data that has a specific keyword for example, "stocks" and it says no leads are found....
Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is ...