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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...
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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@...
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Does anyone have a Deluge snippet that shows how to access an Order_Items from a Sales_Order? Thanks in advance! Brenedn
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Hello, I would like to emphasize the importance of incorporating a delay functionality within custom functions, particularly in the context of integrating multiple platforms. ...
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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 ...
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Working on it
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...
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Answered
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. ...
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Need more info
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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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Hi, Can someone help me with Deluge code to add a new row with data in a custom Subform in a Deal Module. Thanks, Shatakshi Misra
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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...
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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....
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Not a problem
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 ...
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    Functions in Zoho CRM
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