CRM merge PDF and mailing template
1. My final goal is to attach an Books estimate as PDF to a mailing template with variables in CRM or best case merge the mailing template with the filled variables and the books estimate into 1 PDF which i can then mail to my customers. I would need
Zoho CRM Community Digest - October 2023
Good day, Everyone! October has been buzzing with noteworthy discussions and insightful problem-solving in our CRM Community Forums. We've cherry-picked the interesting ones to keep you in the loop. Go ahead and explore! Product Updates: Webform A/B testing
I want to integrate zoho login in our app (nodejs,angular) ,is it possible ??
zoho login like we integrate facebook login and google login . only login not signUp
How to remove a LOCKED / MARK AS REQUIRED section from a Module.
Dear community, How can I edir/ modify a Locked (marked as required) Section or SubForm from a Module? I don;t need to remove the system defined fields but a custom section that now does not work well for our business. Thank you!
Validation and Layout Rules - Transfer to a new layout
Hi there, it seems i can not apply a once set up validation rule or layout rule to a new/another layout. This means, whenever someone requests a new layout B that need the same preexisting validation rules and layout rules like in Layout A, I need to
How do I address the problem of product visibility to multiple teams working on a same product ?
Hi !! We are into the Implementation phase of ZOHO CRM for our organization. While working on the product I am facing following issue... -- We are not able to have the visibility of a single product on which the two different teams are working on . For
Correct Setup for Multiple Team Users
Hi there I have a client that's looking to migrate to Zoho CRM, and Zoho Inventory. The client is a manufacturing business with a front-end sales team, a production team and a shipping and fulfilment team. In the current set up, the production team can
Setting up Leads for Teams
My plan is to use Zoho CRM for an inside sales force making outbound calls. I'm having trouble setting it up. for the multiple teams. How I would like to use it. Nationwide Lead A is called on by Sales Role A Once a sale is closed This becomes Product
Tabs or additional collabsable sections on page layouts
I have a lot of fields under the 'details' section of my account module. They are all necessary. I was wondering if there was an option to add multiple 'details' sections to page layout, so that the additional information was collapsable so as not to
Update all the related records by custom function
Hi, i have this following Function - // This custom function is triggered when the parent module record is edited // Fetch the details from the edited record ParentModuleName = "Courses"; // Replace with your actual Parent Module API name RelatedListModuleName
Adding Related Contacts to a Canvas Accounts Page
Hi, What would be the most efficient way to add related contacts information (Name, email and phone number) to a tab on a Canvas page? Could/would this be done with Client Script as I can't see a native drag and drop element for it. Thanks!
CRM merge template API-name
I am trying to send mail merge, but i get INVALID_DATA: params = {"send_mail_merge":[{"mail_merge_template":{"name":"Angebot Kreuzfahrt"},"to_address":[{"type":"email","value":"receiver@gmail.com"}],"subject":"Your Subject","message":"Your message"}]};
First Created Time Date
Hi, Wonder if anyone can help... so we have enquiries coming into a custom module and sometimes customers have submitted more than one, I would like to ensure that if a new field within the contacts module "First Enquiry date" is empty that it populates
Unable to get Date to Set for an IF statement in a Formula Date (or string) Field
I am trying to set up an IF statement that if a specific field is not equal to value X then Set date as Now or Today I can get the IF formula to work fine, but I cannot get the date to show from the functions: Newdate or Now() it only shows the text of
CRM downloading attachment with function doesnt work
I tried to download a Books estimate in CRM with a function, but the script just returns text of the file name. I get the same result running the function on its own, but also when its integrated into a button: response = invokeurl [ url: "https://www.zohoapis.eu/crm/v5/Deals/604117000000123456/Attachments/60411700000123456"
WhatsApp - Multi-language template - Automatically select
Hi, I admit, this idea/thought is quite niche. WhatsApp allows us to somewhat reuse the same template based on different languages. In many cases, we don't know which language a new lead will prefer to use for communication. However, in other cases we
CRM attaching file to field with function doesnt work
I am trying to upload a file to a field in CRM. "Angebot" is the API-name of the upload field in CRM. the response returns a success message, but no file is uploaded to the field. file_variable = invokeurl [ url :"https://sample-videos.com/img/Sample-png-image-100kb.png"
namespace for Standalone functions in Zoho CRM
Hello, Automation functions can be invoked from another function like so: workflowspace.<functionName>(); What's the name of the namespace for Standalone functions?
Canvas not updating in Portals
I've set up a Canvas page with a drop-down button and Send Mail button, and the blocks at the bottom for Notes, Attachments, Tasks, Quotes/Pos etc. It works fine on mine version. However, when I send it, the user cannot see the drop-down button, and can
The New Preconfigured Reports "Top 10" Templates by Click/Open Rate
Hi! I'm sure the team meant well when reconfiguring the new Reports module. The new "Top 10 Templates" for Click and Open Rates: Doesn't limit the results to 10 Doesn't rank them whatsoever The old Top 10 Template used to not only limit it 10 (regardless
Can you create a deal with multiple vendors with individual amounts that automatically populate their own pipeline?
If I create a deal in CRM, instead of putting $100,000 total, I have Vendor 1 - $45,000 Vendor 2 - $35,000 Vendor 3 - $20,000 All on the single boards in stages on my main pipeline and then I have 3 other pipelines that are Vendor 1 Vendor 2 and Vendor
Zoho CRM / Books Intergration missing
Hi, I'm trying to integrate Zoho CRM with Zoho Books but when I follow the tutorial and go to Setup -> App & Add-Ons -> Zoho Apps there is no option for Zoho Books. Do I need to subscribe to Zoho Books Enterprise for that option to be available?
Custom fields not displaying
Hi I have created some custom fields in the lead section. They display correctly in the Leads: Edit Page Layout Section. Once saved, they do not appear in the Lead view. Is there a setting that I should be clicking on to make this "live"? I am signed
Linking of connected Leads and Contacts
We want to use Zoho One to be able to target our marketing campaign at "related leads" which is triggered by successful sales, to grow organically, very quickly. Is the tags feature the best way to do this? We would use a successful deal / customer's
Zoho CRM will not accept data in radio buttons
Radio buttons are used constantly in web interest forms. Checkboxes are NOT the same as they allow multiple choices, not a single one. Forms at have conditional logic all use radio buttons to send the person to the correct next set of questions to drill
Lead flow- I do not want leads/opportunities to require an account, accounts are for customers
Hi, I have a question regarding lead flow. I would like to have leads created when a form comes in (easy enough), or manually enter them when someone calls in (easy enough) Once there is an initial phone call, and the lead is qualified, and we see an
Track Contact's Account Changes in CRM
Is there a way we can track the history of a contacts links to various accounts? As financial advisers we deal with both business and individuals...some of those individuals work at the business's we also support...when they leave we need to unlink them
Hidden Modules Limit
Hello all, I am reaching a limit of creating subforms that I am not clear about. I know that the limit in Zoho One is 2 forms per module. However I am trying to create a form and I get the following - "You cannot create a new subform as you have reached
Creating a report that tracks marketing leads sent to sales
Hi, I'm rather new to Zoho CRM and hoping the community can help me out with a (relatively simple?) report I'd like to setup. Our Marketing team would like to track all leads that have come through to them and passed on to our sales force. Right now all marketing leads are created under one user and once a dialogue has been established, the lead is passed on to a sales person. The lead owner is then changed from marketing to the specific sales person. Not a very complicated process. Is there
Zoho Booking integration with Zoho CRM - Custom fields
Hello, I've created a Webinar event in Zoho Bookings. In the registration form, I've added some custom fields i.e. address, zip code etc. I've integrated Zoho Bookings with CRM and the integration works. New potential customers after registering for
New in email relays: secure and easy integration with OAuth login
Dear all, We're pleased to inform you that email relays in Zoho CRM now have O-auth login support. This addition will streamline the setup process for email relay and improve its security. Here is a quick look at the enhancements: O-auth login for supported
Kaizen #110 Record Locking APIs in Zoho CRM
Hello everyone! Welcome to Kaizen! In the previous Kaizen post, we discussed Record Locking Configuration APIs. In this post, we will discuss Record Locking APIs in Zoho CRM. Record locking refers to the restrictions applied to a record to prevent changes
Easy way to create task from contact page?
Is there a way to create a task or a reminder from the contact overview page or do I have to specifically go to the task tab and add the contact along with details of the task?
Circuits in Zoho CRM
Hello everyone! We hope you are all doing well. We are back with big updates to Circuits in Zoho CRM. Circuits is now opened to all users in the US, EU, and IN DCs. We have introduced a credits system for circuits and the Pay-as-you-go model to purchase
Would any other Zoho users benefit from filtering by Groups and Roles for workflows and analytics in CRM?
It would be tremendously helpful to filter by Groups and Roles for the Owner field in Zoho CRM analytics and in workflows. Right now you can only select multiple Owners (users), however, if an employee ever joins or leaves the department at hand, many
Are buttons possible in custom related lists?
Hello, We recently discovered the Zoho resource about Custom Related Lists, and Square Labs fantastic article about implementing them. I couldn't find a complete list of display options when establishing a custom related list. For example, in the V2 Example
Custom Function to Auto Populate text fields from module to module
Hello All, I have two modules. Opportunity and Project Status. I want to create a new project for each new client in project status but, currently we are manually typing all the data instead of pulling it in from the Opportunity module where the existing
Reports set up - want to remove an unneed module associated with the report
I have a report set up and I would like to remove the Task module from the report since I am not using those fields. How do I do that?
New features rolled out?
What is the best way to be notified of any new features rolled out? or any early access feature? Thanks
Format for module field in argument mapping - workflow automation
I can't seem to find any documentation on how to format a module field in the argument mapping for a custom function in my Instant Action. I would like to send the lead id to the function. I have tried every possible version that I think of, and there
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