Run Convert Lead function when certain Lead Stage hit
Hello, I want to automatically open up the Lead Covert page when a lead transitions to "Qualified". I know I can do an automatic mapping using a workflow, but I want the user to be able to enter the information manually just like they could if they clicked
CRM Analytics Has Lead Status Out of Order
Hello, I've never been able to get the stages of leads or deals to show up in the proper order on the analytics dashboard in CRM. How is the order defined? Is there a way to change this because it doesn't really make any sense. Here is my information:
Zoho Quotes Webhook Product Table
Hello all, I am trying to set up an automation where when a Quote is edited, Zoho sends a webhook to a URL. The issue I am facing is that I cannot find how to put the product table in the webhook body. I can reference any of the fields in the layout,
Concat with punctuation
I have a formula field on a contact record to Concat: Concat(${Contacts.First Name},${Contacts.Last Name},${Contacts.Account Name}) Is there a way to insert punctuation, like an underscore, between ${Contacts.Last Name} and ${Contacts.Account Name}
When searching All Contacts view I can see record but Administrator cannot.
zcrm_1353144000019982104 I can see this record on All Contacts search but another User cannot find the record. We are both searching on mobile #. We had this non-visibility issue resolved last week, but this now sounds similiar issue. Please advise. Thanks.
Contact macros in email template related to Calls module
I have a following scenario when a (scheduled) call is being created: 1. the call is assigned to a Contact (call to) 2. the call is also assigned to a particular Deal 4. a custom Zoho CRM workflow sends an internal email notification 4. the email template
Extension Pointers - Simple yet significant pointers #2: Connectors
Updating a published connector and the associated API details with the extension Updating a published connector Once a connector is published, any changes made in the connector, such as adding a new API, editing an existing API, or making changes
Quoting Subscriptions
Has anyone had any luck quoting subscriptions using any Zoho product?
Zoho CRM Segmentation Access Via Profiles
I want to setup Customer Segmentation in the CRM. However I do not see if I can limit who can see the Segmentation Snippet in the Module. Any help is very welcome. Ivan
Deleting Task when hitting a certain stage on the deal pipeline?
Hi, I have tried using this script but haven't managed to get it to work (https://www.zoho.com/crm/resources/tips/auto-close-tasks-based-on-deal-stages.html) Essentially I am looking to delete or close all task when deal hits a certain stage. Can anyone
Email Parser not working
Whitelisted the sender email, sending to correct parser email. Everything mapped out etc. Not even showing as being counted "received / invalid" = 0 Any update on this?
How to mass delete records ?
Hi, let me explain the query in our products module , there are 47k records out of these 27k records have null product code - (filter) , so i am trying to delete these 27k records how should i ? I was trying to mass delete also, but it gives error as
How to add discount in percent?
Hello, I created a formular that will copy a value (from a custom dropdown with the name "discount in percent"… the values are , 20, 30 and 50 etc.) to the Invoices module to the discount field of the subform. I used the following formula which works,
Display Order of Attachments in CRM Related List
Hi, Can anyone tell me how the list of Attachments on a Deal page is ordered? They don't seem to follow any logical order, like file name or creation date, and it doesn't seem possible to re-order/sort them using the column headings. We upload quote/order
Multi-select field in email template
Hi there, So, I have a multi-select field on Zoho. When I then insert that field to send in an email template, it enters the field entries all on one line separated by semi-colons. Is there a way to make each field entry appear on separate lines in the
How to authorize in zoho crm
how to upload data in local google drive
What is the official way to check Api object name, field name ?
Hi, I get the logic behind when you add a new module/field, it will create a object name by joining the word with underscore , case sensitive. And the the part that I don't get is, when you edit the module/fields name on crm fields page, the object name
Button with Function to Update Custom Field
I have a custom field in the leads module called 'credit card' and I need a custom button that, when pushed, will update it from 'none' to 'obtained'. I don't know how to write the function for a custom field, can someone help me with that? Thanks!
How to resend/forward an email sent from Zoho CRM?
Hi, Is there a way I can forward or resend the mail which was sent using Zoho CRM? I see a little forward icon but nothing happens when I click on it? Thanks.
Function-26: Update information between two modules via Lookup fields.
Welcome back everyone! Last week, we learnt how to populate the Amount field in a Deal by calculating the number of products and its unit price. This week, let's look at a custom function that updates information between two modules via Lookup fields. Business scenario: Quotes are binding agreements between a customer and a vendor, to deliver the requested products to the customer within a specified time-frame at a predefined price. Your customers can place orders within a stipulated period (validity
Ring central calls not coming in and not showing missed calls
Anyone had issues with ring central Integration ? Trying to get our calls to come in and also show missed calls. Have uninstalled and troubleshooted but not having any success!
How to make an API call to my Webservice from Zoho CRM
Hello, I want to add a widget to the homepage of my Zoho CRM account which will have an input box and will make an API call to my web service to fetch data for the inputed value. I don't want to fetch CRMs data into my web service. On the other hand,
Initiate Read-Only State at Stage Change?
I've found a couple similar questions, but no answers (if there are answers that even exist). I'm just going to see if any of you smart people can figure this one out. :) And thanks in advance for any help! Pretty simply, I need the Gig Name (we've renamed
Can I add several tasks to several users?
Hello, currently I got some processes running outside zoho that I would like to add. Is there any way to load a batch of tasks to certain users? For example: add 50 specifici processes to 5 specific zoho users. Thanks in advance.
Template Email Responses Rather Than New Email
I'm new to Zoho CRM and I've been playing around with the Email Templates as a lot of my email conversations are very similar. Whilst I think it's great to be able to send templated emails to leads, I was wondering if there was a way to send templated
Introducing Zia Similarity Recommendation
Dear All, Hope you are well! We are here with an interesting addition to the scope of Zia recommendations - Zia Similarity Recommendation. Let's go! Zia Similarity Recommender is a handy tool that compares your record with other records present in the
How to modify CRM right panel in activties
In the activties detailed view there is a right panel with contact informaiton, i would like to edit this to display more contact information but i cannot find it in the regular module modification sections.
I want to define a class in a client script and load it in a different client script.
Hello! I have created a class in CRM's Cleint script and I want to load it in another Client script. When I define the class, I put [export] at the beginning and I get an I get an error. Nothing is shown in the error message. If anyone has a solution,
International Charactes is not handled correctly in search orders
Good morning ! I need all Zoho Management attention on this matter. I need a fix ASAP or you will loose customers and a also me delivering services. The alarming thing I would like Zoho to get fixed is the incorrect sort order for international languages.
Canvas Issue Aligning Buttons
In the editor, the buttons line up perfectly with each other on the same horizontal axis, but then when viewing in preview and live, the 2nd button falls out of alignment and I cannot figure out a reason why or a solution. Any ideas? I've attached screenshots
Report - total number of deals
Hi, I want to generate a report but just couldn't get it. The report that I want is based on the total number of deals generated based on salerpersons and a specific time frame; across all stages including Win and Lose. E.g. I want to know how many deals each salesperson has worked on from 1/1/2018 - 31/6/2018 for all stages and types.
Function-28: Transfer record information from one module to another, based on specific criteria.
Welcome back everyone! Last week, we learnt how to create activities automatically based on specific criteria. This week, let's look at a custom function that lets you transfer record information from one module to another, even for custom modules. Business scenario: Custom Modules enable you to create entire modules according to your requirements. You can also define the layout of the record in the module, set up layout rules, customize the fields of a record, set up hyperlinks and buttons, etc.
Enhancements for Motivator in Zoho CRM
Dear All, Motivator in Zoho CRM (previously known as Gamification) is a tool provided to motivate your team to achieve designated goals and reward them with points or badges as they accomplish different milestones. You can create your own KPIs (key
Troubleshooting IMAP - Office 365
Hello. We've problems with the IMAP configuration. We continuously get the error message which says "Authentication Failed" / "Invalid credentials". The following article (https://help.zoho.com/portal/en/kb/crm/troubleshooting-tips/articles/troubleshooting-imap) says
Why can there be a 30-minute delay for workflows to be triggered?
Shouldn't instant actions be fired instantly? If not, please remove the wording and stop misleading customers.
Cannot see Company Name when I have converted a lead
Hi everyone, I am on the free version currently and wanted to know why it is that when I convert a Company Lead it simpy shows the contact person's name and address details etc but no Compnay Name: I would like to see who the person belongs to at a glance!
Problem: Cannot update status of the contact record via workflow when record is not updated
Hello, Our contacts are updated daily via API. When they are not updated, I would like to change the status into "Not updated" for example. I tried to do it via a workflow but I do not know how to trigger it as the record is not modified. Who can help
Count related records
Hi, I'm trying to count related records but I seem to only be getting the output "4" - any idea why? relRecords = zoho.crm.getRelatedRecords("Vendors","Leads_referred",SupplierId); count = 0; for each record in relRecords { count = count + 1; } mp = map();
Zoho CRM creating tasks within Blueprint (setting additional field values)
We have a need to create tasks of a specific type within a blueprint but have found that the fields we can actually set are very limited. The only fields thatapper available are Name, Due Date,status and Owner assignment. Is there any way to get over
default status of a cloned task
Many times I will be completing a task and will use the "clone" feature to carry over the notes/details of that task to a new one. This happens as I comple a follow up call that I had scheduled via the tasks function and then schedule another call after that. Since the task will usually be the same subject and need the same notes, I press the clone button when viewing the recently "completed task" to create the new task. The problem is that the status of "completed" carries over to the new task
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