Unable to switch the contact layout based on a flag in the leads module during lead conversion to contact.
We have a "Lead Type" flag with values X or Y. When X is selected, the contact should be assigned to the X layout, and when Y is selected, it should be assigned to the Y layout. Is there a way to achieve this without using Deluge?How to set related lookup field from Deluge function when creating a task
Hi, I've checked numerous posts on this topic but it seems I am missing something here. I'm trying to create a Zoho CRM task from within a function. Here's the relevant code: // // Get Departure and related Participant records // relParticipants = zoho.crm.getRelatedRecords("Passengers","Departures",DepartureID);create a unique autogenerated referral code for each Accounts in ZOHO CRM
Hi, I want to create a unique autogenerated referral code for each Accounts in ZOHO CRM. And when a new customer come to use the referral code they get, they will get specific rewards and benefits that we defined. I also need to create a referral programCopy 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 orderFiltering option by subform fields?
I have created a custom module where I have done two test implementations in the layout to experiment with input values. See the attached screenshots. Method 1 was creating a few pick lists (in the section called "IRL values"), and method 2 was usingKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Manage Topics missing from Actions drop down menu
Would appreciate anyone's help. Been trying to set up tags and every guide says to access tags through the "manage tags" button in the Actions drop-down - here it is in the Leads module. As you can see on the screenshot, that button is missing. I am theHow can I not overwrite data during a mass import
Hi have some new contact data I will be importing as part of a campaign. Some of the names in this data already exist as contacts within Zoho, and many don't. In the data, I have a column/field for 'source' which I will give a value denoting this campaignfunction - POST emails as a note
Hi, I connected Zoho CRM to my M365 account via the imap integration. Now I want to post a note for every incoming email from a contact. Basically my function is working fine, EXCEPT for the mail body. It seems that there is no parameter that I can mapNo way to specify 'is empty' in searchRecords criteria
I need a custom function that iterates through a set of records that have an empty field, like this: module_records = zoho.crm.searchRecords("Leads", "(Territory Code|is empty|*)",1,200); Unfortunately the criteria doesn't work. How am I supposed to write the criteria that the field "Territory Code" IS EMPTY ? I'm also interested in to know how I can combine criteria in the above script. E.g. Territory Code is empty AND Country is not empty ThanksUpdating Date Fields from 1 module to 2 different Modules
Hi, I have a Clients Module in which there are 4-5 date fields which gets updated by our team often shown below: Now I have 2 linked custom modules naming Egypt and Benque with the same date fields. I would like to write a custom function so that whenImport leads creation time/date
Hi, How can I import leads which have a creation time/date in the past? I want them to have the same creation date in CRMHow To Change Zoho Search Shortcut In Zoho CRM
When using Deluge script editor inside zoho CRM it is very annoying when i want to use the famous Ctrl + / shortcut to mark the row(s) as note and the zoho search is suddenly opens. Is there a way to change the shortcut?How to trigger workflow for Tasks created through cadence
Hello All, I have a workflow in the Task module to update task when task is created. Does anybody know how to trigger workflow when tasks are created through Cadence in Zoho CRM? Best Regards, Subhash KumarHow to read large text files in GB from S3 Bucket?
We need to use an S3 Lambda function with Python or any supported language code to divide the file into small chunks that can be read by Zoho using Zoho Deluge. By doing this, all the large files can be processed and the data can be pushed into Zoho.Another way to implement this than using subforms & possible to create chart visualisation in an Account view?
Hi, my users want to enter and visualise the following information in the CRM for each Account entry: 4 Jan 2023 1 Jul 2023 10 Dec 2023 7 Jan 2024 5 May 2024 CRL 0 1 5 6 6 TERL 7 8 9 9 9 BRL 6 7 9 9 9 ML 0 0 1 3 5 I have looked and found a way to do thisManager level users are unable to see emails linked to accounts in CRM
We have two levels of users. One is CEO and the other is Manager. The users that have CEO level assigned to their profiles can see all emails linked to a CRM contact record (Their own emails plus other users) The Manager level only shows emails for thatClient Script: Undocumented new function/feature or it's a work in progress?
So I recently found out about client scripts and while messing around in Zoho CRM and in the client script editor when referencing a Field type, two of the available functions shown in the auto completion dropdown are .getSuggestions() and .addSuggestions().Email
My email is not sending through zoho.Creating a Quote from a Deal in CRM
Hi, Can someone tell me what the standard fields are that pull across to a quote when you create one from an existing deal? I have our CRM which pulls across the company, contact etc. Then a clients which pulls over the deals name and nothing else. NoAfter the codes I added to my website, ZOHO CRM information does not arrive.
Hello, we are new to working with ZOHO CRM. I added the codes you gave to the form sections on my website. However, when you fill out the forms, ZOHO CRM information does not come. Where are we going wrong? Below are our codes. Thank you in advance forPreserving Lead Source field once it has been filled
Is there a way to keep the lead source as is once there is a value in the field? We want to connect Zoho CRM with Zoho Forms so we can know where the lead comes and since some of the leads are already in our system, we don't want to update their originalCustom Reports
Hi, I have a request regarding custom reports. I would like to know if there is a way to achieve the following operations. * Maintain the link to the customer information even when a row group is set up. For example, if I set a contact name to a row group,Function to have one field automatically fill in another.
Hello! So i'm writing a function in the Leads module, in which i want to have the zip code fill in another field called SPA depending on what it is. I'm aware I can do this over a workflow, but i have approximately 50 different possibilities, and it'sHow to get records for Deals with Closing Date in the past
I'm quite new to Zoho CRM development. How do I get records for Deals with Closing Date in the past in a standalone Function? I can see from the documentation this is the general form to get records: <response>=zoho.crm.getRecords(<module_name>, [<page>],[<perPage>],Zoho CRM for Ring Central- Outbound call issue
Hello, I am having issues with Zoho crm for Ring Central. Over the past week, I have spoke with Ring Central and they they had their engineers try and fix my problem. They said everything is set up on their end, that it's Zoho CRM with the problem.How can i add a custom text in related list?
I'm trying to add static text to a related list in the Deals module. I tried to do this using deluge but it doesn't work. I did a small test but it didn't work. Basically I want to insert a sales script in text so the salesperson can consult it. Desculpe,Custom module - update the email address field when a contact is selected
I've read a few articles around updating fields automatically but I really couldn't wrap my head around the code. Could you please help me? Module name: Contracts Field to select: Technical Contact Field to update: Email What i'd like to do is update the email field automatically when I've changed the Technical Contact field. I read that I need to populate the email field in order to make to make use of the "Send Email" button. (I know I can use the workaround for a mail merge but I didn't want toWrong cache in API method searchRecords
Hi there. I found mistake on API method https://www.zoho.com/crm/help/api/searchrecords.html After changing the lead, I still get as a result of some time with changed lead (it no longer fits the search criteria and stores a field with a modified value). For example: Lead#1 (MyCustomField=aaa), Lead#2 (MyCustomField=aaa). Request: https://crm.zoho.com/crm/private/json/Leads/searchRecords?authtoken=AuthToken&scope=crmapi&criteria=((MyCustomField:aaa)) Result: Lead#1 (MyCustomField=aaa), Lead#2 (MyCustomField=aaa). -Custom modules identified as a person record
Because contacts are people the Contacts module lets us do some fun stuff, like add a salutation, first name and last name by default, send surveys and sign documents. This isn't currently possible in custom modules as they are not recognised as people,Validation rule overlapping client script
Hello, I have a validation rule that is overriding my client script. When the client script rule is met but not saved, a block occurs due to the validation rule. Is it possible for the client script to override the validation rule in some way? To be moreAccount Mandatory Fields Not Working
Hi There, We have set up a number of mandatory fields in Leads, Accounts and Potentials. When we convert a Lead it asks for the Potential mandatory fields, but not the ones for Accounts. If you then open the Account it will insist upon the required mandatoryNeed help with workflow execution when button is pressed (Button shall create a generic task with a reminder x days ahead).
We would like to create a few buttons that create a task on an Account/Deal/Lead records. At the moment we manually go into a record and add a new task that is usually a "follow up" generic task that will be due in 3 days. Is it possible to create a buttonMake a task visible to Creator AND Owner
I would like to make Tasks visible to both their Creator and Owner. I have found this topic ( Task Permissions (zoho.com) ) and tried to follow its suggestion, but I cannot see how a custom field containing a copy of the CreatedBy username would allowReport Builder: Create Detailed Email Report for Sent Sales Emails
I am trying to create what I perceive to be a simple report, showing which contacts have been emailed by my sales team over a certain time period. My requirements: Create a report which shows all emails sent in the past month by a particular account ownerFiltering records by multiselect picklist field
I have a multiselect field with many possible options, and I would like users to be able to filter records by this field without having to remember and type in each option by hand when filtering. Ideally I would like users to be able to filter by choosingCall Bar feature is now available in Zoho CRM
Dear All, We are here with an enhancement for our built-in telephony users. Upon setting up the built-in telephony, users get the Phone settings at the bottom of the screen — it helps them to set their availability status (online or offline), customizeis there a way to pass whatsapp message to Zoho CRM lead record?
so I am trying to implement WhatsApp Native Integration to Zoho CRM. What I really need is to pass Whatsapp Number and whatsapp first message to Zoho CRM lead record. yes I can see the Whatsapp Message inside lead detail record like this but as you canError when edit leads conversion mapping.
Hi I am trying to update Leads conversion mapping. When I click save this error is pop up.Introducing Global Sets for easy management of similar picklists in CRM
[Update | Sep 2024] We've increased the maximum count limit for global sets. These new limits are now live for AU and JP data centers and will be gradually opened to all. Please check this link for the updated limits. Hello folks, As administrators whoNext Page
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Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early AccessRebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elatedIntroducing 'Queries' In Zoho CRM
Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.Translation in Zoho CRM now supports various regional languages
Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, Imagine
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Home Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
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Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherClient 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! CommandsKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
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