How to prevent users from creating duplicated deal name or quote subject?
We don't want users to have records with same deal name or quote subject? Any solution for this? Thank you
Different users see different field names
I have recently edited a subform in the Opportunities module; added some columns and rewrote the field names in Hebrew. When I open an opportunity it looks fine, but when my employees the same one, it still appears in English... This is how it should
Custom Function: Automatically populate the State, City and Country based on the ZIP code (only for US)
Scenario: Automatically populate the State, City and Country based on the ZIP code (only for US) When a contact, lead or an account is created, you have to fill in the address details manually. You can save time by populating the value for State, City and Country based on the ZIP code you enter. You just need to enter the ZIP code and the rest will be populated automatically. Right now, we have done this custom function only for United States ZIP code. Please follow these steps: Log in to Zoho CRM
Adding Attachments to Quotes and other modules' emails
Hello, It would be great if when we use the send email option from different modules (quotes or sales orders for instance), we could add an attachment that was added in the actual quote or sales order. For instance, I make a Sales Order, I've added the
Some inquiries from the same potential customer (lead modification or new lead creation)
Hello! For us, lead means an inquiry from a specific potential customer. But some people send inquiries again and again, here is a problem… We can’t create a new lead for the same email (this function was decided to be blocked); When we receive a new
CRM Cases Module: Adding a custom Related List to show books invoices
All other modules in the system have the ability to add custom related lists however it’s not possible within the cases module. Does Zoho plan on giving the cases module some love and implement this? I know I can re-create a custom module to act as a
We can give access of record to superior role that is selected in User field.
How we give access superior role that user is selected in user field
Function Help? Remove first 3 digits from Phone # depending on Picklist value?
In Leads, Standard Layout, I have a Picklist called "Result" with the values of either: Val1 Val2 Val3 Val4 Val5 I have a custom Phone number field called "Phone3". with a 10-digit phone format. ##########. We need a function that removes the first 3
Advanced Read/Write Permissions
We update records through an API. How can we set some sort of rule or permission that enables the API UPSERT function to overwrite an existing value IF the existing value is something specific (like NULL or NA), but NOT if it contains another value. (I
Tasks
Why do tasks still show up in tasks after they have been marked completed?
Reoccurring Deals - Zoho CRM
Does anyone know a way to get a deal to reoccur each year? For example - I have a custom field in our Deals called Category. My Categories are Fall, Winter, Spring. On April 1st I want all of my Fall Deals to automatically get re-created. On Sept
Problems with Function Parameters and having to use different ones to Associate a Workflow
Hi All! I am not sure if this is a problem, a limitation of the system or that I haven't figured it out how to use it appropaitely. So, I finally managed to be able to create some functions. I managed to run it successfully and I decided to use it to
How to add a number after the internation prefix
Hello, I have one problem and only happens with the Mexico code phone we have installed the WhatsApp Woztell in our zoho crm, when a lead send the phone number the lead send automatically the international prefix +52 xxxxx xxxxx. But WhatsApp don’t detect
Activities Details
You can check without open activity with this function in new system. RelatedTasks = zoho.crm.getRelatedRecords("Tasks","Accounts",accId.toLong()); RelatedEvents = zoho.crm.getRelatedRecords("Events","Accounts",accId.toLong()); RelatedCalls = zoho.crm.getRelatedRecords("Calls","Accounts",accId.toLong()); RelatedNotes = zoho.crm.getRelatedRecords("Notes","Accounts",accId.toLong()); total = RelatedTasks.size() + RelatedEvents.size() + RelatedCalls.size(); mp = Map(); mp.put("Task_Count",RelatedTasks.size());
How do you move a dead lead somewhere else other than your active?
How do you move a dead lead somewhere else other than your active?
Problem with second subform in quotes while trying edit the PDF model
Hi, My quotes have 2 subforms as some products are really different with differents subitems that can't be merge. It is OK in quotes module but when trying to design the model for creating the quote as a pdf, I can't find this secondary SUbform. The first
Function-4: Get the total quantity, taxes and discounts for a record at a glance!
Welcome back folks! Last week, we learnt about auto-update of account information across CRM. This week, let's look at a custom function that makes accounting and report generation easier by automatically calculating the amount of tax, discounts and the quantity of items for a particular record in a quote, invoice, purchase order or sales order. Business scenario: I'm sure you agree that meticulous tracking and management is critical for your business to hold up and flourish. You need to keep an
Selling Retirement Plans in a Competitive Market ft. Brian Dunkin | Small Business Heroes E06
In the sixth episode of Small Business Heroes, we have an interview with Brian Dunkin from Indianapolis ZUG, a veteran sales consultant with FACTS Inc. Brian brings over 30 years of sales experience in the finance industry and talks about his strategy
Emailing from Activities, Tasks, Events like you can from Activities
One can go into Contacts, and choose specific contacts, then choose "More Actions." There, you can email a template to the list, or add tasks to all the contacts you selected etc. Is there anyway to do the same from Activities Tab? There is the choice of "More Actions" but it limits your choices to "mass update" or "change Owner" and that's it. No capability to email, create tasks etc from there. I use my Activities tabs to set appointments with my clients. We often have 30-50 tasks or events
Using Zoho as a Service Provider with Salesforce as an Identity Provider!
Hello all, I have been trying to establish a SSO between Salesforce (IDP) and Zoho (SP), I did everything as shown on internet yet, when I click on the Zoho org in my Salesforce Org, it throws me to login page, and in case I am already logged in, only
Help with Bulk Write API - Accounts Module with custom layout
We are trying to update our Accounts module via Bulk Write API for the first time, to test it we prepare a CSV file with only 2 records Layout,id,IM_Balance,Ingram_Micro_Line_of_Credit Zoho 3.0,1118734000025841001,1.000000,1.000000 Zoho 3.0,1118734000025841001,1.000000,2.000000
Export Report to Excel - Numbers show as "Number Stored as Text"
Exporting a report from CRM to Excel 2010 results in numeric and currency columns showing as text values rather than numeric values in Excel. Each numeric cell will have an error indicator as shown below. Converting these cells to numbers has to be done
HOW TO Get Related Records from Zoho CRM with custom module ?
Hello, I dont find any réponse, how to get all related Records of a custom module assigned to account module ? My code : lst_contrats = zoho.crm.getRelatedRecords("Contrats", "Accounts", account_id.toLong()); Contrats is my custom module And Each contrat
Sandbox API with Python SDK
Hi! I'm currently looking to run some tests using the sandbox with Python. I managed to configure the sandbox by creating a new secret under https://api-console.zoho.com/ but investigating a little bit I saw the SDK has an option to use sandbox by configuring
Reply All Does Not Work In New Email Version
When users attempt to `Reply All`, not all contacts from initial message are included. Original Message Reply All
Triggering workflow when specific fields are edited
Is there a way to do this in Zoho CRM? From what I can see, the level of granularity set for when a workflow will fire is at a very generic level (Create, Create/Edit, Delete). I would really like to tell the workflow engine to initiate the rule when
Assoicate duplicate leads via workflow
Hi, I have a use case where a user has to create leads (via web to lead) from 2 separate website. I would like to create a workflow that associate the 2 leads when form 1 and 2 is submitted. I can use the email field to assoicate the two leads. Thanks!
Remove Last Name and Company from Lead form
Is this possible? When reps in my company get a new lead the only information that they have at first is a phone number. I would like for them to be able to input the lead with just entering the phone number. Is this possible. Thank you very much.
Zoho error “`400 Bad Request`”: mandatory param missing
Trying to make search record api call but giving error "mandatory param missing" even specifying phone in form_params. unionwells france public function execute(){
$client = new Client();
$phone = 9XXXXXXXX9;
$token['Authorization']='Zoho-oauthtoken
Zoho CRM - Not have sufficient permissions to perform this operation.
I checked the configuration Setup --> Users and Control --> Security Control --> Profiles --> (Choose your profile) --> and checked the permissions for the add contacts action in Zoho CRM! This is well configured as in the screenshot. Can you help me?
Pass record owner form Zoho CRM to Zoho Forms and back into Zoho CRM
Hi all We have 2 modules setup in the CRM. What we want to do it is pass the record owner from the first module to a Zoho form which is currently integrated with the second module. At the moment the form's details get inserted into a new row in the second
Send Signal when lead owner is changed
Is there any way to activate the CRM signal when I assign leads to any user on zoho crm? I'm talking about the little bell that shows on the crm.
Total Invoices Amount in a field in Accounts
Hello all, Is there a custom function that i can add all the invoice amount into 1 field for Account. With that field , we can do well with ranking or evaluation customer Or is there any other simple way to do it ?
Integration with Telegram BOT
Dear friends. how are you? Does anybody integrated a telegram bot with CRM? I need to offer to my customers the option to get information of my operatios via telegam. Is there a any simple way to do that?
Can't configurate IMAP Account... "It would already be configured"
Hello together, I would like to configurate a IMAP Account in my Zoho CRM, but get the Info: You cannot use this account because it has already been used for IMAP configuration. Please use a different account to continue... But I haven't implement a IMAP-
What's the Best Approach to Track How Fast Clients Respond to LI Invitations?
Hello, I am kinda new to Zoho CRM and trying to learn new things particularly in reporting/filtering. I'm trying to figure out how to track in Zoho CRM "how fast our clients connect back via LinkedIn". BACKGROUND: We use LinkedIn as our main platform to get connected with our clients.
Recorded Voicemails
Hello. we're doing some outbound calls and most of them are voicemails. Instead of me saying it all the time, is there a way for me to just hit a button to send them a recorded voicemail? Thank you.
How to I auto assign a specific account name to CRM existent contact information generated from a zoho Desk?
Hi, How do I auto assign to tickets, i mean a specific "ticket owners", when a ticket submit in desk and if this ticket already exists in CRM and has an account manager in CRM, automatically the ticket owner in desk to be the account manager of crm for
Introducing HoduPBX, Rivet SMS, n8n, Intercom and 13 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 17 more extensions for Zoho CRM in the month of June 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help sales
How to make a call to zapier to collect (get) a parameter and with this parameter will create a zoho record?
does any one know how to: How to make a call to zapier to collect (get) a parameter and with this parameter will create a zoho record? Im trying to have a 3rd connection without using my php code. unionwells germany I have an API im using, i need to get
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