Get selected Lead for a custom function
We are trying to create a custom function that will send messaged to selected Leads. Using zoho.crm.getRecords("Leads") , we were able to fetch all records but not sure on how can we get only records that are selected on the Leads list page?
Opportunity to contract conversion (= 2 deal modules with different names)
Dear all, We just started using Zoho CRM and we have decided that the "Lead" module does not fit our type of business, as a lead is converted generally to 1 person (Contact) and 1 company (Account). As we sell products to large conglomerates, we would like to store many contacts with 1 opportunity and sometimes various opportunities for 1 contact, and it got too complicated to use Leads. So, we came up with the following: Account = Company - we register any company that we come across directly as
Using Client Scripts to auto-fetch info from a look-up field that links it to a related module.
So we have a "Clients" module, storing details on clients, and a "Client Meetings" module, which stores the history of each meeting with a client. One Client can have many Client Meetings. On the client's page, we store many details like the discount
Change field from other field only if there been an history change - retroactive
Hello, What I'm trying to do is give a value to a field call "Verified Lost Amount" from another existing field call "Total Loss Amount" but only if there has been an history change to "Total loss amount" field in the past and I want to do it retroactive
When does a person gets cookied
Hi, we are currently shifting from marketo towards Zoho crm, and we will upload 50.000 contacts in our database. Which actions can one do so that he/she gets cookied, and will be connected to the stored email address in zoho CRM? Form Fills? Click a link
How to capture Event date to update a custom field
I have created a custom field in Accounts called "Last Visit Date." I would like to update this field automatically every time a new Event is created. I created a Workflow rule that is executed any time a new Event is created with a related Action to update the custom field. The only field update options I have are ${EXECUTION_DAY} or a date picked from the calendar. How do I capture the Event "From" date, not the date the Event was created? Any suggestions? Is this even possible?
Last Name field in Contacts Layout is not displayed
See screenshot enclosed Hi, In ZOHO CRM Contacts Layout, I have Last Name with a red border on the left and the field is not displayed on the contact page (this field cannot be modified as it is system-defined). How can I make it appear on the layout
how do I change ownership of contacts from users who are no longer in the CRM
I had user A user A owned contacts X Y Z * user A is gone I want to find and change all contacts XYZ * to user B I can't search for contact owner A as CRM does not allow me to do that How do I change all contacts(X, Y and Z) owned by A to user B?
Lead management module
Hi I am a sales manager and we use Zoho one to manage all our business. I looking for a super efficient way to call leads. My dream is a windows with one lead in it and after a call, my rep can add info like "no answer" or "no deal" and then click a button
How to link a new module to the contacts related list
I have created a new module and want that module to link to the Contacts module just as Notes, Attachments, Emails etc do. How can I make that happen?
Automatically close a task when a tag is added on an account
Hi Everyone! I just need help on how I can automatically close a task related to an account when a tag is added to the account. Thank you,
Check a checkbox field in Custom module if an Opportunity reaches as particular stage
Hi, I want to create a custom function that checks a checkbox field on all the related records from a custom module when an opportunity reaches a particular stage. Please let me know how can i achieve this.
Multiple potentials from one contact
I have a customer that acts as a distributor for me and weekly is sending me quote requests for individual potentials. How can I separate emails from one contact to each potential that I have for them? At the moment all emails from him goes into all
How to create a record in Zoho CRM by using C# API?
So, I found a code for how to create a record with C# in Zoho: https://www.zoho.com/crm/developer/docs/csharp-sdk/record-samples.html The code, which is written there is not working for me. I already talked with support and they sent me this link: https://www.zoho.com/crm/developer/docs/csharp-sdk/v2/files-samples.html?src=get_file,
Days between two dates, if one field blank, use todays date instead - doesn't work?
Hi! I am trying to do a formula in CRM on a product; It has to show how many days the product was in stock, before it was sold. If it is not sold yet, then it has to show how many days it has currently been in stock. This is what I came to so far; If(${Biler.Salgsdato}
Updating subform lookup field with function
I need help programming a function to update certain subform fields with other subform fields in the same subform. I want to be able to publicly post a Zoho Form on my site for prospective customers to fill out that includes a Zoho CRM-linked subform.
Custom Module questions
Hi Team, I have created a custom module called 'Change Requests'. This is for when a client requests us to make a change to their environment, we need to document what is to be changed, if there are any costs associated, and have them sign it before we
Attachment's not working
Is anyone else having problems adding attachements? Ours have stopped working and we have a link with Gravity forms so people upload docs online which appear in the attachments section but it stopped working last night.
Enrich data issues
I love the Enrich Data feature, but there are several issues that I've had. 1. Phone numbers are doubled in the field. In other words, a phone number will show up as (123)123-1234(123)123-1234. 2. Addresses: the street address fills with the entire address,
Enhancements and changes for Zoho Campaign's integration with Zoho CRM
Dear All, Through its integration with Zoho CRM, Zoho Campaigns helps to nurture your leads and contacts through well-planned email campaigns by synchronizing leads and contacts between the two Zoho services. It offers various options to touch base with
Workflow Rule Not Firing
Hey Everyone, I've set up a sandbox and, inside, I've created a basic workflow rule that should fire whenever an Account is created. This workflow rule should trigger the Test_Account_Function function, which contains the following code. zoho.crm.updateRecord("Accounts",accountId,{"Account
ZOHO Reports do not get refreshed
Hi All. We have a module call meetings; reports get generated for this module. I created an entry but the report doesnt pick it up and refresh with my entry. Essentially reports dont get refreshed even when we do a "Run".
Google Ads and Offline Conversion Tracking
Hi, Has anyone got any experience of using Google's Enhanced Conversion tracking with the CRM, we are looking at using this feature to ensure that our offline conversions are tracked, and have started to move forms, would enabling Google Ads within the
Workflow rule webhook per Zoho CRM environment
Currently I have a Workflow rule setup to trigger on the creation of a new Lead in my Zoho CRM account. Once triggered, with Workflow rule will send a webhook to a specified URL e.g. https://production.example.com/api/v1/zoho/webhook If I rebuild my Sandbox
Not getting cc or bcc emails to myself
I'm been sending out personalized email templates per contact in Zoho for days and have not heard from anyone. I tested it by ccing or bccing myself and I did not receive the emails after about an hour waiting for them to come in. Hmmm?? Are my contacts getting their emails. When I sent one email to myself (no cc or bcc) I got it in a minute or two? Why is the cc or bcc not working?
Need help with Update field values using Custom Functions and Workflow
Hi, am stuck for a couple of days now, read lots of tutorials and posts in here. Am trying to update a field in Account (Priorit_entreprise) to Contact (Priorit) with this function rec = zoho.crm.getRecordById("Accounts",acctId); mp = Map(); mp.put("Priorit_entreprise",ifnull(rec.get("Priorit"),"")); updateResp = zoho.crm.updateRecord("Contacts",contId,mp,{"trigger":{"workflow"}}); info updateResp; In all the tutorials I read, you suppose to have in your arguments like this : contId = Contact ID
How to convert and email address into an account/company name
I have imported my contacts and a high percentage of them have been left without an account/company name. Am wondering if there is a way i can extract the domain from the email address, match it against the domain on the account and then populate the
add a property to users that was there and got deleted before
Hello, In zoho crm, I had a field for users that was called 'Firm', and it was deleted, then I currently want to add a 'Firm' field again to the users, but when I try to create it I get a message Duplicate field label found. Enter a unique label. but
Tying two leads from the same company together
Is there a way to tie two leads from the same company together so that if one converts they're both turned into contacts?
Zoho CRM: Can I make My Accounts visible to all organization members
Folks, I'm a Super Admin member, and would like to let all my account list visible to my sales team (aprox. 3.000 accounts), so they don't need to create this accounts again. I couldn't find a way to do so. Any tip, please? tks!!
Adding geolocation to an Account Billing or Shipping address
Hello, We plan to share some accounts, with the logictics, and one request is be to share the geolocation of our client : latitude and longitude. I couldn't find a way from inside the CRM how to find or calculate these coordinates. I guess external service could be used, and data updated when adding or editing an Account. What service do you use to get gelocation from an address saved in the CRM ? Do you have any suggestions ? Thanks !
How to create a new Deal from workflow
Hi, Is it possible to automatically create a new Deal for a particular customer after it's current Deal has been Closed/Won. I have reoccurring customers and I would like to automate the creation of new deals every time after the job has been completed.
Unable to create command center transition or actions
I've tried to create multiple journeys inside the command center but keep getting an "INVALID MODULE" error each time. It doesn't matter what Module I use, and it does not matter what the transition is. I get this error each time: {"code":"INVALID_MODULE","details":{},"message":"the
Why Can't I see 'All Emails' from all users at the contact level?
I am unable to see all the email history at the contact level within ZoHo CRM. This function wants me to select a specific user within my company to see his/hers email only. This does not help with quickly seeing a 'Snapshot' of all the email history
Export a Quote in Google Docs
Hello community, Has anyone managed to export a Quote into Google Docs with line items? We have managed to this via Zapier, but it is not the best. Do you know of any other solutions? Ideally we have templates in Google Docs and the export should get
How to manage complaints in CRM
Hello I'm new to Zoho and am looking at how I can manage our complaints process in Zoho. Complaints are mainly external and depending on the nature of the complaint, they have different resolution dates. I'm currently using an Excel spreadsheet as the
Managing Duplicated Calls from PhoneBridge
We have connected our VOIP provider, VoIPstudio, to Zoho via Phonebridge. In general, it's working out very well. The features are killer for us. Well done on the integration. One issue that I've noticed, however, is that when our customer service line
Emailing a quote via email (from the quote detail screen) does not trigger outgoing email workflow
I have set up a workflow that executes a function each time an outgoing email is sent to a contact. The workflow is triggered when sending an email to contact (and it passes the contact id to the function), but it is not triggered when I try to send a
Formula Field on Sales Order Product Detail
We have a need to add a calculated field at the product line item detail on the sales order. This is an internal field that doesn't need to be exposed to the customer. We have a number field on the each product called "factor". When it is added to a
Email Insights - Differentiating between who opened the email
Hi, When sending an email from Zoho CRM, if it is being sent by my employee to a prospect and he bcc's me, when I open it, does it show the status as opened? What we are really interested in is if the prospect opened the email. Thoughts? Thank you, Tony
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