Zoho Finance Bug: MAJOR ISSUE - Duplicate Records Created in Zoho Finance (Sales Orders & Invoices)
Posting this incase other people are unaware of this issue. It's been reported multiple times but there's no solution in sight. Summary of Issue We convert CRM Quotes to Zoho Finance Sales Orders. Since early June we randomly get duplicate Sales OrdersZoho CRM Process Improvement Questions
How to set up one email to check if specific actions or conditions are met? How to ensure emails on the CRM appear threaded within the CRM system? How to add a dropdown menu for selecting the state in relevant fields? How to unlock editing details whenCan I embed Zoho Project in Zoho CRM Record Detailed View
Hello all, We use Zoho Projects a lot. The integration of Projects with Accounts and Deals only is great, but very limiting to our needs. Is it possible to either: add a project to related lists to custom modules - similar to how it is automatically addedIntroducing 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 theExtension Pointers - Simple yet significant pointers #7: Resizing a widget
Setting widget dimensions Creating a widget involves customizing your UI to the way you want it displayed. Along with customizing the appearance of the elements inside the widget, it's also possible to customize the dimensions, such as the width andCan I Create Different Page Layouts Based on a Specified Module Pick List Field
I am trying to work out how to create different page layouts based on a specified module pick list field value, like the Salesforce feature where you can define multiple record types and then create custom page layouts for each record type. This is a super important feature as for almost all the modules we are using (Leads, Potentials, Accounts) we need to be able only show fields relevant to the record type. E.g. We need a very different page layout for a consumer lead Vs a commercial lead, sameKaizen #80 - COQL API - Part I
Hi everyone! Welcome back to another week of Kaizen! This week, we will discuss the COQL Queries in detail. COQL (CRM Object Query Language) is a powerful query language based on SQL syntax that allows users to write their own queries and fetch recordsContact Name vs First/Last Name
Hi there, why is it showing as 'First Name' & 'Last Name' when creating/editing a 'Contact' but shows as 'Contact Name' (concatenating first & last Name) together when seeing the record? I'm wanting to add a 'Middle Name' but while it first nicely inSet a workflow/event for when changing quoted Items on a quote?
Hello, i would like to know how i can trigger some kind of event (zoho script or function) upon adding or switching the quoted Items of a quote? My objective here is that i want to price products dynamically according to the value of a field. Our productsIs the "schedule 10 mass emails/module" limit a per user or per organization limit?
For scheduling emails out of Zoho CRM, there is a 10 scheduled mass emails per module limit according to Zoho documentation (https://help.zoho.com/portal/en/kb/crm/faqs/emails/articles/how-to-schedule-mass-emails-in-zoho-crm). Is this limit per user orExchange Rate Updates
Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato
" Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato" Hi need to send email, how can fix this? Thanks, AliceIMAP bcc emails from my Gmail account to CRM
I noticed that emails that I BCC to a customer using Gmail, do not come into Zoho CRM via the IMAP. Is there a way to configure that so that we can keep the history on BCC emails?How can I have the value of one Custom module's field automatically pasted into a submodule's field?
Hi there, I tried and start from a function I created before (to copy/paste adress details from Account into Contact) to have the content of a currency field pasted into a another currency field within the module's submodule: rec = zoho.crm.getRecordById("CustomModule4",ImpiantiId);Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! CommandsHow to set ALL default dates of my organization to DD-MM-YYYY format?
All replies to this question comes from a time where the UI was different. It's extremely frustrating not being able to find how to do this simple setting change. I want everything and everyone in my organizations to have DD-MM-YYYY date format by default.How do I automate the process of creating a folder in my workdrive everytime I create a new Deal?
Hello, I've set up a Case ID field in my Deals module that automatically generates a unique string by combining initials from four other fields. My goal is to have a folder created with the same name as the Case ID every time I create a new Deal. Additionally,Last activity time is acting like last modified time
When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like mentioned in this KB article http://crmkbase.zoho.com/what-is-the-difference-between-record-modified-time-and-record-last-activity-timeDuplication of elements in Canvas tabs
I am trying to create a Canvas template with tabs, with unique elements per tab. Currently, elements that are on the Overview tab are pulling through to all tabs. If I delete these elements in any of the tabs, they delete on the Overview tab as well.See if someone opened your email
Is there a way to see if someone opened your email? In this post (https://help.zoho.com/portal/en/community/topic/can-you-check-to-see-if-people-opened-emails), Michael Trow proposes a solution, however, we only have the status 'Delivered' and 'Received'.How to Display Search Results Using ZOHO.CRM.API.searchRecord with in Zoho interface.
Hello Community, I’m currently using the ZOHO.CRM.API.searchRecord API to retrieve results within a module in Zoho CRM. The API works fine, and I can successfully fetch the data. ZOHO.CRM.API.searchRecord({Entity:"Leads",Type:"phone",Query:"123456789",delay:false}) .then(function(data){Leads conversion to deal
Hello Zoho community! I am facing an automation issue, I understand that once leads are converted, they disappear from the front end of Zoho. I can still access them through the report module. Here is what I am trying to do: I am building some analyticsHow to reorder Kanban View Columns in All Layouts?
How to reorder Kanban View Columns in All Layouts? The picklist values are in another order than visible in this view, which is the same for both layouts.New Zoho User Unable To Join My Zoho CRM Organisation - Receiving Error
I have sent an invitation to a new user, they have not previously signed up to Zoho - I know this because I created them a fresh company email address myself. Upon clicking the invitation link, they reach the page to 'Create a Zoho Account'. They enteredKaizen #81 - COQL API - Part II
Hello everyone! Welcome to another week of Kaizen! In continuation to last week's post on COQL API, we will discuss the rest of the field types and their supported operators with detailed examples in this post. Supported field types and Operators PleaseHow to add filters on dashbord components - Zoho CRM
Hi, I need to provide users with filters (such as period) in the dashboard components. For example : today revenue, week revenue, but also a specific period revenue. The only way I've found for that purpose is Zoho analytics, I created my chart, but stillCross module duplicates
Is there a way to identify existing duplicate lead and contact records? i. e. "show me all lead records where a contact record with the same email address exists" Ideally there would be a custom CRM report for this, but I can't see how to create it. IZoho Campaigns Related List in CRM
hello, there is a nice Campaigns related list in CRM Lead and Contact records. the list typically populates all campaigns in including emails from Zoho Campaigns which is done via CRM <> Campaigns integration. An empty related list visual attached: However,Where is the Portal option?
Hi. Im using the Trial period account. Id like to see how the portal works. The doucmentation says I can create a portal by going to Setup > Channels > Portals. However, I dont see the option. I can see Email,Telephony,Chat,Signals but no Portal option. ThankssetVisibility() not working for Subform Fields with Client Script
I am currently working on a Zoho CRM Client Script involving a subform and encountered a limitation that hinders my ability to fully control the visibility of specific fields within subform rows. The setVisibility() method, which works perfectly fineAutomatic Lead to Contact Conversion in CRM
Is there a way to automate lead to contact conversion? In my case I would like to merge (convert) lead and contact records, if a contact being created already exists in leads - by matching email address. I understand the manual conversion of a singleDynamic File Names for Mail Merge Templates through Send with Zoho Sign
Hello, Is it possible to autopopulate the fille name when creating a mailmerge template through the send with Zoho sign button? Currently it just defaults to the name of the mail merge template, but it would be great to able to auto-populate this basedClick to edit fields with Canvas layout
Hi, I have integrated new layouts using Canvas and its been going well so far. Although I cant seem to figure out how to change the fields so you can click anywhere on it to select or edit the field. Now a small pencil will appear next to the field youRoles Module?
In other systems I build in there are sometimes strict one contact record per human and one company record per company with an interlinking file called roles. This allows for one contact to have multiple roles at the same time with different companiesZoho Voice & Zoho CRM
I was using Twillio to send automated messages to my clients when a new lead comes in Zoho CRM. The twillio integration was stopped by Zoho and hence I used Zoho Telephony which doesn't support SMS. Now someone from Zoho told me to use Zoho Voice. I boughtReporting on what content activity to deals
I have salesIQ set-up with CRM. Tracking looks good. If I look at a contact who initiated a deal I can see their activity and understand what content and campaigns contributed to the deal. What I would like to do is understand that on aggregate: If IFile Upload Limit
About the File Upload and Image Upload field types in Zoho CRM Currently, I am aware that each field has a total file size limit of 20MB. I would like to ask if there are any corresponding limitations on the total storage size in Zoho Drive or acrossIs Conditional display of field(s) possible in a Canvas Customer Portal?
Is Conditional display of field(s) possible in a Canvas Customer Portal? How?How best to use default modules for our CRM implementation?
Hi Im using Zoho CRM for a client who has a wedding venue. We want to use the CRM for Leads through to converted customers. We also want to use the CRM to manage wedding events and have a list of recomended suppliers (florists etc) that we offer to ourProblem with Cadence enrollment / using same Cadences for one contact more than just once / deleting completed Cadences
Dear all! We’re experiencing an issue with Cadence enrollment when assigning Emails to tagged contacts. Recently, I tagged 12 contacts to assign Emails, but only 3 were successfully enrolled in the Cadence. Upon review, I found that enrollments only succeededNext Page
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Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceDirectly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantZDC Hackathon 2024 Category-wise Winners !
Zoho CRM Client Script Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1: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 practicalNew Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
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Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithMulti Select Between Modules
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 Multi Select Field of "Enrolled Services" I also have a Module "Services" withSimple Deluge Script
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 to convert it to Wednesday, February 5, 8:00 AM. My Date field is the API NameLinking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?
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User 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.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 practicalEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
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