Order of notes reversed for better interaction
Hi, I`m puzzled. Why is having to scroll down every time you need to add a new note better?! Why has this been changed in the newer version of Zoho CRM? Am I missing something? ThanksHow do I convert an account back to a lead?
We have leads that have been converted to an acount that should not have been converted, is there a way to reverse this or convert an account back to a lead?Convert Quote or Sales Order to Purchase Order
Hi, I am using Zoho CRM and I need a way to either convert a Quote or a sales order into a Purchase Order. We resell products to our customers. When we quote a project for a client we create a Quote today. When we win their business we convert it intoTags to Group Contacts
Hi, again a Topic about Tags inside Zoho CRM. I'm an infusionsoft User and I want to change to Zoho CRM. In infusionsoft and ActiveCampaign there a tags to group leads and contacts. Inside Zoho CRM tags are missing. A possibility is the Pick List type, but it doesn't work. For example: In a Picklist there are more entries A,B,C, D and F. A Contact has A and C and I want add the Value B with a Workflow or a Mass Update. It's not possible to add the Value B so the Entries are A,B and C. The SystemsQuick Call Logs, Custom Fields, Improved Call Reporting
Many salespeople don't use the CRM because the process of entering data is a tedious task . It's also hard to get meaningful reports when data is not standardized. For example "Subject" is required this forces sales people to type more then necessaryOngoing Project Management Module
Wondering if anyone has a recommendation on how to best customize our Zoho CRM to have ongoing projects, associated with each account set up in our CRM. We are a marketing firm with clients that have ongoing services for SEO, Social and PPC ads. I would like to find a way to associate these services as an ongoing project, with the ability to share status updates, progress and focus to the relative account.Custom function to update one field with the value of another field
Is it possible to post a basic script for doing this? I don't even need it to work within two separate modules - I just need the value of one field to be used to populate another in the same module. Can you assist?Annual Revenue
I want to show the auto populate a field in the account module with the sum of all closed sales orders associated with that account in essence this would be my Annual Rev for the account. Is this possible?How do I link fields from different sections?
I understand that some sections are related to each other and you can link between fields without any problems. However, some sections are not related. For instance, if I have a company address field in the customers section, I can't transfer this field to invoices section since an invoice has already contain a different field for that. You can't map those two whatsoever. I am sure there is a solution for this but I can't seem to find it. So can someone please assist me ?GPS AND GEOLOCATION
Hola, somos usuario de este CRM y estamos muy interesados en que la aplicación deje añadir localizaciones GPS, para las oportunidades y para las actividades con el fin de, ubicar en un mapa todas las oportunidade y actividades de cada agente. Sabes si esto es posible o si tardarán mucho en implementarlos, sé que otros CRM ya lo tienen pero no queremos migrar de CRMBackup AND Restore
Zoho does not seem to classify "Backup" and "Restore" in the higher level way that some other CRMS do i.e. Backup as a backup for all of my account data AND Restore being the mechanism to retrieve all of my account data, from the Backup, back to the time of the Backup. From a study of Zoho's help literature, this is what I found; - "Zoho CRM allows you to export and take a backup of ALL your CRM data in a few simple steps." - There is also a mechanism to restore deleted records from the trash binConverting 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 daily limit and procedural programming
Dearest Zoho Today, support confirmed that if I call a custom function from another custom function then I will use up two, with regards to my daily limit. A few times, we have blown our daily limit and that means that ordinary business processes don'tFilter Contacts by Account fields
Hi, How can I filter Contacts by Account fields? Example: Filter Contacts by Industry criteria. Thanks in adavance, RuiAutomatically Update Potental(Deals) amount from Estimates
Hello! I need to have Zoho CRM automatically update the Potential(Deals Module) Job amount when an Estimate is created in Zoho Books with the total amount of the estimate. I have been tinkering with the automation and coding but I am having difficulties getting it to work. I've scoured the references online and I cannot seem to get it to work. Is this possible with automation and Deluge? I'm having difficulties with the Deluge language. Can anyone help explain how one would accomplish this taskCan I add a lookup field to a web form ?
We have several sales people on the road. One of the KPI´s they are reporting on is meetings with potential and existing clients. We have made a custom module called "Meetings" with related lists to "Account" and "Contact". The Module contains the following fields: - Meeting purpose - Account - Contact - Date - Result/Outcome We would like to add to this module "on the road". As this is a custome module this can not be done in the iPhone app. I looked into creating a web form, but the lookup fieldsAutomatic Capitalization of Name Field
Hello we have leads come in from Unbounce to Zoho Many people forget to capitalize their name. When we prepare to send an e-mail template to them, we have to manually edit their name to make it capital (so it does not go out in our e-mail as lower case) Is there a way to automate making the name field capital when every lead is created with a custom function?Can I access the previous value of a field in deluge?
For instance, can I have a workflow rule that is triggered on field update, and then in script access the "before" value of that field? That is, the value that existed before the user updated the field as well as the 'current' value that the user has changed the field to? EXAMPLE: Workflow rule triggered by field update in Leads module, for the field 'Lead Status'. A record has Lead Status set as Inactive, then a user changes this field to 'Active'. That triggers my custom function, but is thereHow do I standardize Deal Name
Hi, I want to know if there is a possibility of standardizing deal names with an automation. The idea is to create an automation that works whenever a deal is created there should be a trigger that updates the deal name field with placeholders. e.g of deal name > {{Account Name}} {{Current Month}} ThanksDynamic Hyperlink in Email Templates
Hi, I am looking to create dynamic hyperlinks into my email templates. The URL will be determined based on the lead information. Right now I am creating that URL in the email template but I would like them to be able to click on it instead of having to copy and paste it. Thanks!Delay Function
Hello, I would like to emphasize the importance of incorporating a delay functionality within custom functions, particularly in the context of integrating multiple platforms. As I understand, a delay function is not available by default in Zoho. However,Formula Fields
Is there a way to recaulculate Formula Fields in Batch? I just add a new formula field to the potentials and I need to calculate it to all the potentials that are already registered ThanksPercentage of Formula Function
I would like to achieve a percentage field by using a Function Formula typ filed. I have two fields under potential module. These are named as "Actual Revenue" & "MNC Revenue". Now I would like to get a new formula field that should return the % value of these 2 fields amount value. Can anyone help me with the syntax or steps to do it.Date and datetime fields formatting and wrong data type issue when update or create
Hello, I'm trying to update a field in the Potentials module;update a datetime field with a date field value. But, I'm getting the error below. Code below: // get Deal records dealDetails = zoho.crm.getRecordById("Potentials",dealID); // get site surveyAvoid None option in List Custom Fields
Does anybody know a way to avoid -- None -- option to be displayed in a List Custom Field? - With Mandatory option selected, you can prevent from saving if user select --None-- value. - With Default value selected, a different value than --None-- isURL shortner
Hey, Is there a way to shorten URL's within Zoho CRM? Alternatively, any integration that might do so ? I configured Zoho CRM to generate specific URL's based on some specific fields from my leads. This URL is then being used in my email marketing system. Unfortunately, Gmail doesn't seem to be so keen on this generated URL (it is really long). After testing with a shortened URL within the email, I don't have any issue and the emails go straight to inbox. Becaus ethis link is built on CRM fields,Task module and related-to field
In modules other than the Task Module I can add several lookup fields to provide a variety of relationships. In the Task module lookup fields are not available. There is only one "related to" field which I want to use for Company. But I want to relateManage color themes for all users
I know I can change the color themes of my admin account and my sales reps can change the theme colors of their own individual accounts, but is there a way for me to centrally manage color themes for all users? I want everyone to have the same color schemeHow can I bulk import product images to Zoho crm.
How can I import product images to Zoho crm within bulk imports. I am using an excel sheet or csv and want to include an image (via URL) for each product. This topic is the closest I have found to a solution but I need further help to implement it: https://help.zoho.com/portal/en/community/topic/import-file-upload-and-image#Zoho CRM - Insert and Fetch the details from MultiSelect Lookup field
Hi, I am using multiselect lookup field for adding list of contacts to my lead module record. I am struck with updating the multiselect lookup field , as it is working when I do it manually. Actually what am I need is to insert the records through custom functions. Let me know , if there is any possibility for solving this problem. Thank You!Updating a record based on a date in another field (automatically adding time to another record)
Hi, I have a custom module I have created for construction and property based transactions. One of the functions that is increasingly becoming more and more important is the ability to automatically populate dates based on dates within the same module. For example field 1) is updated with a date. I would like fields 2) 3) and 4) to also be updated based on the date that is entered into field 1). Here is what I have tried: I can create a formula to auto-populate each field but then the fields areDelete record function in CRM deluge scripting
Is there any plan to add the capability to delete a record by ID in CRM Custom function scripting? If not, can you provide suggestions for possible work-arounds? Thanks!Making Sections visible/invisible dynamically
Dear all, your assistance is very appreciated. We have 3 sections in a module "Potentials": Section1 Section2 Section3 There is a picklist in Section1: Option1 Option2 Option3 We require the following behavior of Zoho CRM: if Option1 is selected, then Section2 is visible, Section3 is invisible if Option2 is selected, then Section2 is invisible, Section3 is visible if Option3 is selected, then both Section2 and Section3 are visible Do you have any ideas how to resolve this?Automatically add & copy Tag from Company to Contact(s)
Finally convinced everyone to embrace Tags for all our Companies and Contacts. Great way to filter and identify everything without the need to create new fields. Is there a way to automatically add the Tag or Tags applied on a Company record, to the relatedcant change the number of currency decimal
hi team, I cant change the number of currency decimal , even i have set it to "0", it remains two decimal. how can I fix it?Copy value from one field to another
This must be the single most simple task for a Custom Function, yet it is neither explained in the CRM documentation (help), these forums or any YouTube tutorial videos. I have spent about half a day searching for it. I'd also like to point out that users have been asking for this to be implemented as a more simple workflow automation for years ( https://help.zoho.com/portal/en/community/topic/can-i-use-a-workflow-to-update-a-field-with-the-value-of-another-field-or-of-the-current-date ). So in orderHow do i set up recurring Invoices- and can i have recurring sales orders as well?
I see this is an option, but i cant find out how: how do i create recurring invoices? It would also be of tremendous help if i had a action for reccurring sales orders and an option for automating sales orders to invoices in bulk- is there an option or workaround for this?How can I duplicate the Leads Module?
1. How can I duplicate the leads module, creating another link on the top menu bar? - We have different type of leads that need to be separated into different modules. Both types can be converted to accounts, but each type needs it's own fields. In other words, we need a all the features that are present in the Leads module (email tempting, option to convert, option to create custom view, etc), but under a second tab. 2. How can we move records from Accounts that were closed into another segmentshow in a module a related field of an other module
Good morning, how i can show in a module a related field of an other? For example when i create an invoice i have to select a customer, and i have to insert manually the "terms of payment". I'd like to create a custom field in customer tab where i insertZoho CRM - Product module, Qty in stock is updated in finance information but Showing 0 in stock information
Hi, I have integrated inventory with zoho crm, As a result of it i could able to see the stock in qty in finance information but in stock information of the product it is showing as 0 even though we have stock in hand. How to auto update it? It should be auto updated when we receive stock and send stock .Next Page
Access your files securely from anywhere
New to Zoho Recruit?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
What is New in CRM Functions?
What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.Introducing Functions IDE in Zoho CRM
Hello everyone! We hope you are doing great! We're excited to enhance your coding experience with a new IDE for Functions! This IDE is more powerful and is equipped with developer-friendly features such as executing the function without affecting theAttention to People using Custom Functions!!
Hello and good day to you folks!! We are excited to introduce our new Version 2.0 APIs, which are also supported in custom functions. As a result of the update to Zoho CRM Version 2.0 APIs, the CRM’s Custom Function Integration task, which allows you to perform automated tasks in CRM, has undergone some modifications. The zoho.crm.create() integration task will be renamed to zoho.crm._create() progressively. This change is being made by us, to differentiate version 1.0 from version 2.0 APIs. TheFunctions - Migration from v1 to v2
Hello everyone! As you already know, the v1 APIs will reach their end-of-life (EOL) on December 31, 2019, and so will the v1 Integration tasks in functions. For the customers to migrate their functions to v2 easily, we have Copied all functions (associated, standalone, and non-associated) to the sandbox environment. Marked the functions (under Setup > Developer Space > Functions) that use v1 integration tasks as "Deprecated". What should you do? In your sandbox, Locate your deprecated functionsJoin our free "Workflow Automation Using Custom Functions" webinar on Jan 22 from 1- 2 PM CST - Register Now!
Who should attend ? Whether you're a brand-new or experienced user, get the core knowledge you need to get up to speed and get the most out of Zoho CRM .This webinar is designed for Zoho CRM users interested in understanding how they can implement specific functionality, workflow rules not available out of the box with Zoho CRM What are Custom Functions and what will you learn ? With custom functions, you can program scripts using Deluge Script (powered by Zoho Creator), associate them to workflow
Most Discussed Topics
Creating multiple CRM leads from a Zoho Forms subform
Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subformPrevent Unapproved Quotes from Exporting to Zoho CRM Finance Module
Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?Depreciated mergeAndStore Function Help!
Hello, I have a function designed to create a PDF containing information from the fields in a Deals record. There is a Writer Mail Merge template in WorkDrive that is populated via Deluge code, and a copy of the resulting PDF is then attached to the record.Zoho Logs - Not seeing logs since 30 Nov
Hi, we have a few functions running, I am testing some new ones and noticed that although I can see executions, I cannot see any logs, even when the first line on the functions is a log. I reviewed some existing functions, one of which is invoked on aissue with deluge script
i used chat gpt to build this script and I am getting 2 errors which I cannot figure out how to fix: void monthly_sales_order_generation() { try { // ---------------- CONFIG ------------------- analytics_url_1 = "https://analytics.zoho.com/api/<workspaceID>/report/<reportID1>/data";
Zoho Developer Community
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
Function #46: Auto-Calculate Sales Margin on a Quote
Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it'sZoho CRM Functions 53: Automatically name your Deals during lead conversion.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One suchUser Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Custom Function : Automatically send the Quote to the related contact
Scenario: Automatically send the Quote to the related contact. We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please followFunction #50: Schedule Calls to records
Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
Top Contributors
Sunderjan Siddharth
Ishwarya SG
Haiku Technical Support
Emma
Pat Sabatino