Built-in Website Field is not correctly checking for duplicates in the API
While executing an upsert (https://www.zohoapis.eu/crm/v6/Leads/upsert), setting duplicate_check_fields to ["Website"] is not always working and, for some records, inserts another identical record. Creating another field of type "single line" and checking
How to update from one subform to another subform field
Hi, help with code of deluge for zoho crm to update one subform field from another subform field in zoho crm
Change Custom Field from Text to Auto-Number
Hi, I've created a Custom Module to record Tenancy Information. The module has automatically created a Custom Field labelled Tenancy Name This Custom Field is a mandatory Text field. How do I change the Field Type to an Auto-Number please? Many thanks,
Introducing Zia Presentation in Zoho CRM
----------------Moderation 3.0, Date: 10th May'24--------------------------------------- Zia's Presentation feature is now available for orgs in US, EU, IN, CN, JP, and AU DCs. Orgs., with Enterprise or Ultimate editions with 20+ user licenses can access
Block user profiles from being record owner for Leads and Contacts
Hi, We would like to prevent some user profiles from being the owner of a Lead or a Contact. This is mainly to prevent human-error but also to make sure some custom processes are working properly. For example, there's no need for myself (as part of the
URL to a specific contact
Hi, We are using a PBX to receive inbound calls. Our PBX supports popping up an URL for each call where it adds a variable to the URL. For instance: http://linktocrmsystem<customernumber> where it grabs the customernumber from the IVR or it just uses the customers phonenumber as a variable. The problem is that i don't see this format when clicking a contact inside Zoho CRM. Is it possible to create such an URL where it links directly to a specific contact?
How Zoho CRM will consume Business Messaging Credit (Whatsapp) ?
let say I have 10 credits in Business Messaging like this I need to know credit consumption from Zoho CRM. How many conversation that I can make using that 10 credits? I really need to know so I can predict if my credit is sufficient or not. I have tried
Allowing Territory management to normal users?
Hi everyone! How can I allow a normal user to manage the territories hierarchy? Surely this shouldn't require that a user becomes an all-powerful admnistrator...?
Clone Blueprint
I have cloned a blueprint and now some of my actions in Deluge are only looking at one blueprint to run the process. How can I make them pull to all blueprints?
Canva View Field Issue
I can't add specific fields to the Canva Lead view it adds them when I am *editing* the Canva view but when I click save they don't appear. Why is this and any solutions? The top pic is in the editing view, the bottom pic is after I click save. The fields
How to change colour of bar charts
Hi there - how do I change the colour of the bar graphs in the Analytics section within Zoho CRM?
How do I delete custom button functions?
Hi, Correct me if I'm wrong, but it appears that we can't use regular Automation Action functions for buttons and instead have to write separate functions for custom buttons. Now that being the case, there doesn't appear to be a way to delete existing
Viewing Contacts file Attachments in the Account associated with the contact.
I would be nice, If we could see all of an Accounts contacts file attachments in the account view. Is this possible? As right now it appears that an file attachment uploaded to a contact only appears in the contact. If you navigate to the contacts Account
Adding links and buttons to Portals
Is there a way to add links or buttons to CRM Portals? Link a link to a Google address or a form?
Formula Field Date Compare from a date field to Today
Is is possible to calculate the no of weeks between one date and 'Today' in a formula field in the CRM? I have a formula field calculating correctly when comparing two date fields (i.e (((Datecomp(${Vendors.Actual end date},${Vendors.Start date})/60)/24)/7) but I don't want to add another pointless field for today's date. So ideally it would calculate something like this (((Datecomp('Today',${Vendors.Start date})/60)/24)/7) but that doesn't work. Any ideas welcome!
Remove user tag in notes when copying a note
I am copying the notes from a custom module, to a main account in zoho crm. When I copy the notes the tags are coming too. is there a way to remove it or put the name of (user/group) without tagging it. Deluge code RelNotes = zoho.crm.getRelatedRecords("Notes",'Work_orders',recID);
Report footprint
Hi is there a function to see who last ran a report? the date shows last accessed but it needs to also display who by.
Please add Dark Mode
I think you need to give the option of Dark Mode. I find it absolutely crazy these days with a program or app isn't developed with Dark Mode. We stare at our screens all day long. Our eyes need as many breaks as possible. Thanks and I hope this gets applied
Authentication fails when the user principal name is different from the primary email.
Hello everyone, I need some help trying to integrate my company emails into Zoho CRM system, for which their O365 Email Integration keeps failing. My company User Principal Name, used in Active Directory (user@mother-company.com) is different than primary
Zoho CRM Google Contacts Sync Problem
I have syncronised Zoho CRM contacts with Google contacts (two way sync) and now all my Zoho contacts are a mess. Contacts that were linked to Accounts and Sales Orders, Invoices etc are now unlinked and even the email addresses are blank. Any ideas how I can resolve this and why it would have happened. 12,000 contacts and 5 years work in a mess here.
Increment a numeric field by 1 when an e-mail sent using mass e-mail is opened by a lead
Hello, is there a way to increment a numeric field by 1 when an e-mail sent using mass e-mail is opened by a lead? Thank you
Do you have Deluge code to create Books Invoice directly from data in a Deal?
I want to programatically create a Books invoice directly from a Deal. My Deal data includes a multi-line subform which is Lookup into the Product table in Books. So the invoice would collect Account, Contact, etc, and iterate through subform and create
Assistance with Solution Architecture
We are integrating with Razor Pay and CRM with ZOHO FORMS. We need to understand as an aggregation platform following information :- a)What module to Integrate with CRM and for subsequent integration with ZOHO Books. b)fields required on form to print
there is a possibility to auto switch to list vew when return to main view.
Hi, I am in kanban view and when I return back to main view, there is a possibility to auto change to list view eventhough I do nothing. It happen since kanban upgrade (may be last week?).
History
Good afternoon, I`d like to know how can I see the history of a case, changes of preperty, etc. Thanks.
ZohoFlow search Workdrive Folder by keyword
Good afternoon, I have a flow set up where the trigger in CRM is a creation of a property in our Properties custom module. When a new property is created, the flow creates a folder in Workdrive and a series of sub-folders using data from the CRM record.
Offline Version of Zoho
When will a offline version of Zoho be available? Joe Overlock
Details Button in Business Messaging Zoho CRM doesn't work when it is clicked
I am using Google Chrome on Macbook, in Business Messsaging section there is a 'details' button on the active account but when I click that blue text button it is going nowhere
ZOHO COQL query bug
Hi Zoho team! I found a bug in your COQL handling. please have a look at the query I am sending to the COQL endpoints: https://www.zohoapis.com/crm/v2.1/coql OR https://www.zohoapis.com/crm/v4/coql "select Potential_Name.Deal_Name,Potential_Name.id FROM
Whatsapp credit is automatically added without making any payment
So, I am testing to integrate Whatsapp to Zoho CRM. I try to add credit like this. I expect, after clicking 'make payment' green button then Payment Method pop up will show and I can choose to pay by Credit Card, Paypal or something like that. but that
How to include record image field from Zoho CRM in writer
Hi, We’re using the rich text fields in Zoho CRM. How can we include these fields in Writer? They’re not in the list of fields? Solution or workaround? Same question about the main image of a custom module in CRM. How can we include this image in document
Bug report - Mailchimp Add-in
Hi, I'd like to report a bug that is affecting our work. We have the Mailchimp add-in installed and we have configured it to be accessed by two profiles, Admin and Marketing: However, when users with the Marketing profile try to use the Mailchimp tab
Can't find a way to filter for active accounts (which is business crucial)!!
Hi there, i couldn't find a proper way to filter for "active accounts". an active account is on that placed an order for a certain product or brand within a certain timeframe. This is a crucial search functionality for sales. I've been experimenting with
Some fields editable in Detail View and others only editable in a full record edit
Hey friends! Curious if anyone knows why there are instances where default Zoho CRM fields cannot be edited on the detail view. For example, in the "Tasks" module, in order to edit the "Contact", "Reminder", and "Related To" fields, you have to edit the
Turning Age workflow by countdown
Is there a way that zoho crm can send out automatic emails based on a person getting closer to a specific age? I have insurance clients that I want emails and drips to start as they turn 64 1/2. So basically its a countdown by days of of their birthday.
Workflow trigger based on old/new field value
Good morning, I have a field (X) which is automatically updated every so often. We track this data for various reasons and it's key, so I'd like to receive a notification in specific circumstances. We have a Pick List field which is one of the conditions
Add/Clone Multiple Opportunities for an account
We have a MRR partner model, so when we sign up a new partner I would like to create 12 cloned opportunities for each month without having to create 1 then close it individually 11 more times. Ideally I can label each and autofill the end of each month
Map Deal fields into Account module
Hi, my plan is to map certain fields from the deals with the connected account with the help of a function. I found a lot about the lead mapping process but nothing about field information that should be sent from deals to accounts. Is there anyone who
Dear CRM, please answer this simple question: how many leads have been created in (e.g.) january?
Is there anybody could explain why zoho crm do not have this information by default? Thanks.
Send an email template from Contact Module when a stage deal is closed won from the Deal Module
I have the following scenario: I need to send an email template from the Contacts Module when the stage of the Deal/Potential Module is Closed Won. I tried the following approach: 1. I created a workflow in the Deal/Potential Module that updates a checkbox
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