What does the "follow" button mean / do?
In accounts, What does the "follow" button mean / do?
Zoho CRM Blueprint Transitions no related list.
Is there a way to setup up a CRM blueprint transition to use a multi lookup field as criteria?
Auto-create Event with Call Information after Logging Call
Hey all! I am new to the forum and am on a learning curve with these Functions. I could definitely use some help! Goal: I'm trying to create a function (and workflow) that will create an Event on my calendar upon completing a call or logging a call with
access denied from this IP address
I've sent six email support requests since last Thursday. Since I couldn't access my accounts, I couldn't access this forum - I had to sign-up a new account which was quite inconvenient. Simply, it's not possible to login to my CRM, my Zoho One or any
Populate a contact lookup field based on selection of a PickList
Hello, I know that i can setup a field dependency to auto select items from one picklist to another, but what we would like to be able to do is to select a District picklist field that contains a listing of cities and then populate a contact lookup field withing the lead with the correct person. is this doable? and if it takes coding help would be appreciated! Thanks, Rob
Contacts Module Button not converting to custom module
I'm trying to create a function that sends a contact from the Contact Module to a custom module FormerMembers (API name). I've commented out the delete line of code until I can get this operational. I get the success message, but nothing seems to be created.
Function day of the week? Help.
Hi, I am trying to write a function that when I create a new Lead get a date information from one field and place it in another field with different format: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday. Zoho CRM: Program Leads: Modul
Data Storage bugs
Dear Zoho, I am evaluating Zoho CMR and created a test dataset with all accounts and deals - all imaginary. I imported test generated deals from a CSV file. I also created some manual deals before the mass deals import. Then I removed two manually created
Analytics dashboard cards show sporadic inconsistent data after each refresh
Dear Zoho, I am evaluating Zoho CMR and created a test dataset with all accounts and deals imaginary. I imported test generated deals from CSV file. All went fine. However in the Analytics tab I get different results every time I refresh all cards or
How to find crm field name (not field label)
Zoho Cares is no help - they demand a screenshot - a screenshot makes no sense, completely non-applicable. Clearly someone is telling reps "always get a screenshot" arggg. Now it's the weekend and this is a critical issue for us. Here's an explanation
Disable OPT message while login
Is it possible to disable OPT message while login ? I want to login without send message to my phone.
Starter Question: how best to configure CRM for an Agency Environment?
Hello everyone, I am a new user to Zoho CRM (and Zoho One) and I am looking for some initial help/ guidance in Setting up the system so that in can be used it in a Marketing Agency - Consulting environment. Specifically, I am struggling with the following:
Attach file uploaded Zoho CRM
Hi. I'm trying attach file in email trough Deluge function, but i can't access to file, only to the url. the call to zoho.crm.getRecordById("Attachments", 150xxxxxxxxxxxxxx) return failure (150xxxxxxxxxxxxxx is attachment_Id) Can you help me?
How to link contacts with accounts automatically
Hello everyone, it is my first time using this CRM i come from SALESFORCES, i want to match the contacts fields with account fields throw .csv files but i don't know how to do it. I already imported accounts with "ID NAME" unique for each acc. I have
CRM - Unable to remove an old account and to join organization CRM
Hi One of our employees have created her CMR account, using her organization mail, no I need to join her to our organization CRM, bur when she receives the invitation mail, zoho CRM says that ist not able to join the organization CRM because she is the
Pre-filled input fields with placeholder/default value
I do have a custom module in Zoho CRM I am trying to pre-fill a field (mandatory field) of a custom module with a specific value (the field will be overwritten by a autonumber in a second step via workflow later). But at the beginning when a new entry
v1.0 Auth Token Deprecation
Hello! You would be aware by now that we deprecated our V1 APIs on 31 December, 2018 and that they reach End-of-Life(EOL) on 31 December, 2019. In continuation with that context, to minimize the consumption of v1 APIs, we are disabling the creation of new auth tokens from the below mentioned URLs from June 1, 2019. https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM/crmapi https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=mail&PASSWORD=password What will happen
Very simple deluge issue from a beginner
I'm trying to get the lead owner's mobile number to auto fill into the Lead when a lead owner is assigned. when i run the code with an Info output i get "Null" and when i map it to the lead i get nothing. I'm sure its simple but I'm lost . any help
Set Product to "Inactive" after adding it to a SO
Hello! Hope someone can help me out with this. Maybe it would be a simple thing but, I'm a newbie with the platform. I change the label of the SO to "Separaciones" and Products as "Listado de Lotes". What I'm trying to do is a Workflow that updates the
How to edit a scheduled email
I have scheduled an email to a single contact for the morning. I need to change one of the attachments. Is it possible to edit a scheduled email? Thanks
images
I'm using the CRM Dev to play around and try get my head around it all. when creating an email template - I'm linking to an image via a URL and then below simply using the Organization logo ${companyLogo} the tempate is created as a blank html doc [code]
Zoho CRM and QuickBooks Enterprise Solution?
Hello, I am evaluating implementing QuickBooks Enterprise Solution and let me know if you can integrate with Zoho CRM. So far I've read that you can integrate with QuickBooks Simple Start & Premier, but I wonder if it could also integrate QuickBooks Enterprise Solution with Zoho CRM. Who can help me with this question, I will be grateful. Sincerely, Otto Rodriguez
Zoho CRM Outlook Calendar Integration - Best Practices
Does anyone have any best practices they can share about Outlook Integration for Calendars with Zoho CRM? Right now we have the following requirements: All sales team members must log their customer meetings (in-person or virtual) in Zoho CRM Calendar.
Update last activity time for a Deal after sending an email
Hi everyone! We're currently looking for a solution to update the Last Activity Time after sending an email through the CRM. Our salesperson operates by viewing the currently active Deals and sorting by Last Activity Time to see the last time he reached
Notifications to Customer on Shipment
We currently use automated alerts to customers when an order is shipped. However, I have not found a way to successfully have these notifications work when part of an order is back ordered and only some of the products have shipped. Has anyone built notifications
Getting records from a subform
Hello, i'm trying to fetch some data from a subform that holds information of asset lendings, the subform is located inside every lending register, and this registers are part of a custom module. The problem is getting the data from all registers from
Totally New to Functions
Hello Community. I am entirly new to CRM deluge functions. Trying to learn, but also have my feet to the fire on a deadline. I need some help writing a custom function to update a "Account Country" field in the Cases Module based on the "Shipping Country"
Share data for analytics purposes only
We have 10 users and would like to share data (contacts, leads) for analytics and reports purposes only. We want to be able to compare sales figures, current customer stats etc. I am able to achieve this in data administration by making the customer and
Planning workflows with client
Hi all, I need to collaborate with the client on how they want workflows. (what needs approving; which email to send out after what duration of time and which function is triggered etc...) What tools do you use? We basically need an easy way for myself
Adding the user Manager and His manager to the Deal Function
Hello Zoho Team & Community: I need to write a function that brings the current user the deal owner "reporting line" i.e his manager and his manager manager and insert it into the Deal. I am assuming i would use the Get Users API or the Role API? Would
C# SDK Complete example for linking contacts with account during CreateRecords
I want to import accounts and contacts and link them directly in one API-call. from my old CRM I get a collection of all accounts and contacts. The relation in my old CRM works with GUID and I know that ZOHO has another way for linking between this two
Summary report - Created Time Grouped by Month
Hi, I am trying to create a Summary report where the records are grouped by Created Time but by month. I seem to be able to group the field by month in Matrix but not summary reports. Could someone please point me in the right direction or help me find
Syntax to POST a MEDIA from Zoho CRM to Wordpress Media Libray (Zoho Deluge)
Hi, I try to post a picture from a product from Zoho CRM to Worpdress Media Library. This is what i'm doing but i have an error : Execution exception : 'Error due to - 'Internal Exception'' picture= ifnull(prodDetails.get("picture"),""); map = Map();
About linking the product info PDF to our website.
I wanted to know if there is a way to create a link from our website that would link to the product PDFs that are stored in the CRM. If this is possible, it would save us from adding the PDF to the actual website every time we make changes to the product.
Updating a field with two fields in same modules(Lead)
Hi there, I'm trying to create a function which updates a module with two fields combined in Lead. I have a [Company] field which I use as household name in lead. What I want to achieve here is to put Lead's Name[Last_Name&First_name] into [Company].
Menu "Connections" is missing and calls in custom functions to other Zoho services fail with code 14
Greetings, since three days the REST calls to Zoho Books via custom functions fail with the following error message: {"code":14,"message":"Invalid value passed for authtoken."} I wanted to refresh or renew the integration with Zoho Books but noticed
Call log
I need to know if there is an option when when our sales department logs a call into Zoho CRM, if there is a way to automatically send and email to me that says a call has been logged? Instead of them having to send a separate email after a call saying that they made a call? Please help.
Mas Update "Account Name" field of Contacts
A number of contacts were added without an Account Name details. I wanted to add all of the contacts to the correct account using the "Mass Update" Function. However, the "Account Name" field is not one of the options that I can select to mass update. Is there a reason for this? Is there a way I can mass update the "Account Name" of a contact?
Convert CSV to JSON
I always rely on questions. Thank you for your response. It is a question, but this time it is dealing with the internal API, but the content that pulled the API will be CSV. I would like to change it to Json format, but is there a way? It's very troubled….
Create a task on a account via function
I'm trying to create a function for accounts that creates a task based on certain conditions and processes (that's why it's not possible to just use a workflow). Everything seems to be working fine, with the exception of the task creation. Does anyone
Next Page