Mass email contacts with recent QUOTES only
I am trying to mass email contacts in our database that have recent quote activity but have not found any means to select based on that criteria. Our sales rep did not email the quotes he created in zoho using the zoho email application so the last activity
Dynamic Picklists
Hi, Is it possible to add dynamic picklists in Zoho CRM, as can be done in Creator? https://www.zoho.com/creator/newhelp/fields/add-to-picklist-dynamically.html Or is there another way to filter selection, for example of a look-up field?
Recent Items
Recent items under Zoho CRM is not updating. It appears to be stuck about a week ago. This is happening across my entire organization.
CRM Workflow vs. Marketing Hub
Greetings. There are a LOT of ZOHO components... overwhelming, really. Which to use, how to integrate. I am currently using workflows with CRM to communicate with new leads via online forms that come into my database. Based on Lead Source, various workflow
CRM to Google Calendar Sync Issue: One Time Meetings
Has anyone else come across the issue where some one-time Zoho CRM meetings do not sync to their Google calendar? I set up many of the meetings for our organization directly from the CRM calendar. Recently, random ones will not sync. I conducted a chat
Countdown in Forumla field
Is it possible to get a countdown in formula field? I have a date of birth field, and also an age field. (Year(Now())-Year(${Contacts.Date of Birth})-If(Month(Now())*100+Dayofmonth(Now())>=Month(${Contacts.Date of Birth})*100+Dayofmonth(${Contacts.Date
Default Order for getRecords
Hello, I would like to know the default order in which getRecords returns records. In short, I need to always be able to select the most recent record and will not go about designing a function that selects the most recent record if the first record in
Zoho Mail and Zoho CRM login access
I use Zoho Mail and Zoho CRM. It is possible to have separate credentials (Password only)? I will need the same email user name, but two different passwords for Mail and CRM.
Searching Attachments
Is it possible, via the global search (or other search) to search text within attachments and/or notes?
Automatically Update "Lead Owner" to the last user who updated the lead
I have multiple users working on leads and would like to automatically change the lead owner to the last user who updated the lead. For example, all leads come into Zoho CRM with the same lead owner. Our call center staff are not assigned these leads,
Auto-updating custom module's date filed based on deal's starting date
Hi there, I'm trying to create custom function which auto-fills custom modules date by referring deal's date. We're running a photo studio and there are some rental clothing (custom module). What I want to achieve here is when we create shooting details
Lead Conversion & Account Creation
Hello everyone, We need to create accounts for every lead conversion. We have residential and commercial customers. The system defined field "Company Name" required for account creation is thus confusing for our team, since we need to create accounts
Create Button to register sales visit
Hi, I need a function for a button that I have created. When the sales person clicks the button, two fields must be updated: VISIT (list field) --> updated from NO to SI Date visit (date field) --> updated with the current date Thank you
Customer type in CRM
Hi, Looking to possibly start using Zoho CRM. We have a wide range of customers that we market to differently based on type. How would we set our customer base to be able to report and email based on the type of customer? Can we assign to groups...etc? Thanks, Christina
Custom Function to populate Email Field in Opportunity from Related Lookup Field
Hi, I would like to populate a custom field called "Contact Email" on the opportunity module, with the email address of the related contact from a lookup field in the Contacts module. I have been attempting to write with as a custom function but could do with some help with the deluge script please.
Extension Pointers JS SDK Series #3: Delinking a related record in a Zoho CRM module from a widget
In synchronization, it is important to be able to associate and dissociate the required data at the appropriate times. In our previous post, we mentioned the method to fetch related records in a Zoho CRM module from a widget. In this post, we will explain
Auto Update Currency Rates - using workflow or script / API - any suggestions?
Hi, Has anyone any suggestions on update currency rates on a regular basis and any suggested sites or APIs to use. Basically I want to automate the default exchange rates on a regular basis without user intervention. Thanks Nick
Use Formula Field to grab Address minus street number
I need to create a Field that uses a formula to take regular Address "123 Main Street" and removes the numbers from the front and makes it "Main Street" only. Sample Data: 123 Main Street (becomes "Main Street") 444 Count Rd (becomes "Count Rd") 543 Number
Manage 2 companies+ in 1 ZOHO CRM account
Hello, i wanted to ask if it's possible to manage 2 different client companies in 1 CRM account, so we don't need to switch between and using different browsers. Each company with it's own email, inventory, invoices and pipeline. Am I right this can be
Reversing a contact back to a lead
Can anyone help me - I'd like to take a contact and revert it back to a lead. How can this be done. Thanks peterb
email from outlook to deal in ZOHO
How do I associate an email from outllook to a deal in Zoho?
Easier Functions: Save all record fields to variables
In writing functions, it can be tedious to add numerous arguments or assign variables in the function code. Is there a way to simply loop through all the fields in a record and save each field value to a variable named after the field's API name? Something
How can I create a marketing list of contacts?
Hi there I have just imported around 1,400 contacts into the system - say I wanted to create a list of 40 people from these contacts... how would I do this? I can't seem to find anything that allows me to group contacts together... Can anybody help?
App Spotlight: Poptin for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Poptin for Zoho CRM Poptin is a user-friendly lead capture platform that gives users the ability to create awesome pop-ups and in-line
Additional attachment purchase options
I see many post, some over 8 years old asking for a way to identify attachments in the CRM. It appears no solution has been offered by zoho other than do it by hand or pay $960 for 100 GB of space. Why cannot we add space in smaller increments? It
Portal Usage
Hi there, we just setup a portal in Zoho CRM to let our sales agent login, add/edit and view there contacts and leads... How can i share a contact or lead which was added from another CRM-User for a portal user? Thx, Christian
Duplicate values restriction after deletion problem
Thank the almighty for every second! Hi, In leads and contacts we do not allow duplicate values in Mobile number. After a lead is converted to a contact and the contact gets deleted, There is no option to create this lead again as it is saved in the "Converted
Blueprint: Automatic transition
Hello! I have noticed that Blueprint States have a Maximum time limit and afterwards, we can choose an action to happen such as a SLA alert, email notifications, tasks and field updates. I would like that after the time is met, one of the transitions
Custom Field Permission
Can anyone help me in setting permissions in custom fields. this is when we have created a custom field using an administrator login, however the other staff cannot see the custom field. They can see the other fields that were there, but not the custom
App Spotlight: ZeroBounce Email Validator for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. ZeroBounce Email Validator for Zoho CRM The ZeroBounce integration allows you to verify email addresses directly from your Zoho CRM
Import template with default number and date formats
I need to import data on a regular basis into a custom module. The csv file has exactly the same columns with the same format of data every time. Is there a way to apply a template to the import so that I don't have specify the date and number format
|| statement is not working properly.
Dear Developers, Here is some scripting to share with you. I highlighted the || statement is not working and have to show the correct answer. All most of the part-time or part-time degree or part-time degree in psychology does not show the correct answer.
How to use .isNull()
Am I using isNull() correctly in this function for a custom module called Listings? I can't get it to work. The only argument is listing_id. The function is supposed to execute when a Listing is created or updated. // listing fields listing_record
Lead conversion automation
Hello, I am trying to make Leads converted automatically to Deals as soon as a Web form is submitted. Somehow I did not manage to trigger it. Could you please give any suggestions. Thanks! How I did it: I thought if Conversion will be triggered only on Edit of Stage field
Revamped Analytics module is now supported in the latest version of Zoho CRM iOS mobile app!
Hello All, In the latest version (v3.6) of the Zoho CRM iOS app, we've completely revamped the Analytics (Dashboards) module both in its appearance and functionality. You can now get a complete overview of your entire sales process and also drill down
|| statement is not working properly.
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Cloned or Shared Application?
Hello. I am working as a contractor for another company which also has a ZOHO ONE account. Is it possible I could Clone or Share some of my modules and data with them? CRM and Marketing Hub specifically. Ideally I would like to just clone both CRM and
Zoho Phone Bridge // Asterisk 13
Hello, I'm trying to configure Zoho Phone Bridge with our Asterisk system (v13). Token is generated User got a P.B. licence P.B. adapter is installing in the PBX machine. In the asterisk14.properties file : asterisk.server=127. 0. 0. 1 asterisk.manager.username="AMI login" asterisk.manager.password="AMI password" In the zti.properties file : authtoken="N° Token" #Proxy configuration proxy=false proxy.user=proxyusername proxy.passwd=proxypassword proxy.host=proxyhostname proxy.port=80 When i run
My webform email validation is not working
<!-- Note : - You can modify the font style and form style to suit your website. - Code lines with comments ???Do not remove this code??? are required for the form to work properly, make sure that you do not remove these lines of code. - The
Bugs on CRM since 1 or 2 hours
Hi, javascript Errors on CRM (leads view for example, tabs view). when I inspect Developper console of browsers, I saw a lot of scripts errors. On the CRM, it is impossible to order the Leads view by column name, Created time or any column (javascript
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