Custom Function pulling Incorrect Information
Good afternoon, I have a custom function (created with the help of Zoho support) which takes information from the contact record in order to create a deal. When we select a blueprint button in the contact record, to send out an application form, it pops
How to Avoid Duplicates When Importing Accounts Based on Website?
Hi all, is there a way to prevent duplicates when importing new Accounts into Zoho, other than using the "Skip duplicates based on Account name" or "record ID" options? It would be highly beneficial to have an option to skip duplicates based on the Website
Keep the thrill of sales alive with Gamescope
Introducing Zoho CRM's built-in Gamescope--guaranteed to turn your days of ordinary work into extraordinary fun! Compete with your peers on who converts more leads, completes more tasks, or closes more deals with friendly competition and a lot of fun, while earning badges and trophies in the process. How It Works: It's easy to get started using Gamescope. All an admin has to do is turn the feature 'on' and every user can access it. Users can participate as an individual or as teams. For individuals,
Add Folders In Related Lists
We started working in the new CRM interface which we find very useful. You are able to organize modules in teams and then in folders. What would be truly amazing is if you can also organize the related lists on the left of each record in folders. Currently
Chart to show deal values YTD based on Account Territory
Hi all Is there a way to create chart in Analysis that shows Deal amount by Account Territory? I can see that I can group by Deal Terrority, but not by Account Territory, and I can't see Accounts on related modules. Any ideas how I can see that? Olly
Script to share only certain related list
Hi all! I am looking for a script where, based on a condition (field value for example) I can share all records but only from selected related list. Territories, Data Sharing Rules, User Lookup and Manual Sharing is not what I am looking for. Example:
Task Module quick create settings
Hello, requesting the Task module receive a quick create customization settings. We have added custom fields and have to select "More fields" at the bottom of the pop-up to access the custom fields.
how to run function once to fill a field programmatically?
I create a new field in deal module and this module will depends on another module. let say I simplify the case like this 1. I need to fetch all the records in deal module that the field 'status' is "Won" 2. if the field 'weight' value is more than 100
Rodger's helpful deluge scripts #4 - Bulk updating records using a deluge function
One of this things I love about Zoho is that there's so many ways to accomplish something. Want to mass update some records? Sure, we have the Mass Update function to update a single field. Need to update more than 1 field? Sure, we have she Sheet view,
Kaizen #156 - Enhancing Mass Communication in Zoho CRM with a Custom Button Widget
Hello code enthusiasts! Welcome to a fresh week of Kaizen! In this post, you will learn how to build a custom button widget to boost mass communication of your business using SMS notifications and pre-recorded calls within Zoho CRM. Business Scenario
Issue with Email Not Sending via Flow in Zoho CRM
Hi everyone, I’m having trouble with a flow I set up in Zoho Flow. I’ve created a custom module called “Allievi” in Zoho CRM, and I want to automate email sending whenever a new contact is added to this module. The flow triggers without any errors, but
How to add a new custom field?
Hello, I don't understand how to add a new custom field, I follow the instructions specified here: http://crmkbase.zoho.com/how-can-i-add-custom-fields there's simply no button NEW CUSTOM FIELD. Where is that option? How come such a simple option can be so hidden? Thanks
Zoho CRM and Zoho People
Hi We are busy with new business setup were businesses (our Clients) can hire temporary staff (our employees) when and when required. Is the CRM module suited for such use? Thank you Fran.
Lookup field populate with subform items of another loopup - Zoho CRM
Hi all, I'm facing the following situation: In our Zoho CRM, I have a custom module, lets call it "ModuleC", with a lookup field related to Sales Orders module. When the user select a Sales Order in the lookup field, I would like to "populate" another
Q4 United Kingdom In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in United Kingdom! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and
Zoho - Temporarily Unavailable
Good morning, Saw this message when I tried to open Zoho CRM We'll be right back! Our service is temporarily unavailable. We are currently working to restore it. Please try again later.. Can you please advise?
Lead Scoring - How to map scores from a lead to a converted contact?
I can't find any info on this? I have set up Lead SCoring and the same scoring rules for Contacts. What happens when I convert a lead? Does the score from the Lead module come over to the Contact module? Or do I need to map it? Thanks
Funnel for next 6 months rolling
Hi Is there a way to set the date field in Analytics such that you can see a funnel for the next 6 months? Currently I can do a Custom date but that's a fixed start and fixed end, so I can set it to 6 months hence, but in a month that'll be the wrong
Self Client invalid_code Error
Hello, We are trying to use the Zoho CRM SDK version 7.0 for Node.js, with an API Self Client. We have our Self Client ID and secret saved, and have generated 2 different refresh tokens. Every time the SDK tries to get an access token using either of
Two search boxes in CRM with Keyboard Shortcuts enabled
Hi If I enable keyboard shortcuts (which are very handy) I get two search boxes appearing when I hit the forward slash (/) key to bring up a search box. And the fun thing is, neither of them works when you type stuff in unless you close one of them. Given
Q3 USA Zoho User Group (ZUG) Meetups: September to October 2024
Hello USA Zoho Community, We are excited to remind you about the ongoing Q3 Zoho User Group (ZUG) in-person meetups across the United States till October 2024. Based on Zoho User Group's feedback, these meetups have been designed to address key areas
Zoho CRM mobile updates: improved lead conversion, voice-to-text, assignment threshold, and optional blueprint fields
Hello everyone! We’re delighted to bring you some exciting updates in Zoho CRM that will make your mobile experience even better.Take a look and see how these new iOS and Android additions can make your CRM journey even better. 1. Identifying and merging
Introducing Lookup filter in Zoho CRM
Dear All, We're thrilled to talk about our much awaited enhancement to lookup fields—Lookup filter. Let's get into the details! As you all know, lookup fields help you associate data from one module to another. You can lookup a record from module B and
Support for Sub-form Fields in Zoho CRM Webhooks
Dear Zoho CRM Support Team, We are writing to request a new feature that would allow for the inclusion of sub-form fields in webhook parameters when sending webhooks from Zoho CRM to external systems. Currently, when sending quote information via webhooks,
how to convert to PDF having already the base64 in a field of my form that I need to view or download?
Hello team, I have a script to get information from a PDF file in a module from CRM but it is bringing it to me as base64, I need to convert it to PDF to be able to view it from zoho creator. Please help me.., SCRIPT: void obtenerPDFsDesdeCRM(int IDlead)
Zoho Bulk Write API
Request i am making to upload the file !curl "https://content.zohoapis.com/crm/v6/upload" -X POST -H "Authorization: Zoho-oauthtoken 1000.xxxx" -H "X-CRM-ORG: xxxx" -H "feature: bulk-write" -F "file=@sample2.csv.zip" Response: {"x-error":"Check if headers
Zoho CRM's V6 APIs are here!
Ho ho ho, developers! Hold onto your hot cocoa because we have just unwrapped the ultimate Christmas gift for you - Zoho CRM v6 APIs!! Just in time for the season of giving, this monumental release comes bearing enhancements and new APIs that aim to elevate
Zoho CRM Analytics columns of row data
Can additional columns be displayed in the row data when viewing Analytics charts?
COQL for SUM and COUNT
I just can't get the syntax correct on this and could do with some help. I've looked through all the posts and dcumentation I can find, however a lot of it is contradictory. I am wanting to essentially duplicate this Analytics agregate formula in a CRM
ZoHo CRM Outlook Add In
Is there a way to disable the delete feature that appears within Deals, Campaigns, and Accounts. I am very worried about implementing this Add-In for the fact that an accidental deletion could occur. Has anyone come across being able to disable? See attachment.
Approval processed - "Waiting for approval" state does not happen
Hello, Does someone know what could be the reason that an approval process does not work? watch this video: https://www.youtube.com/watch?v=rFOJgrmVcEk and this article: https://help.zoho.com/portal/en/kb/crm/process-management/approval-process/articles/add-approval-process
Any way to schedule/queue specific fields to be updated on a specific date with specific values
Does Zoho CRM have any functionality (either now or planned), where after clicking "Edit" within a record and instead of "Save" there could be an option that says "Schedule Update on {choose date}". This would be similar to how Zoho Billing allows you
Customer Portal - Email and Notification to Customer on @Mention
In a customer portal, how to show to customer the Email "related list" of our correspondence with the customer? How to notify the customer when a crm USER posts an'@mention' to the external customer?
[Zoho CRM Webinar] Kiosk Studio - Streamline frequent processes for your users
[This session has ended. View the webinar recording here.] Hello everyone, Every business, including yours, models its processes and customer data in its own unique way. To streamline business processes exhaustively, it requires significant time, technical
Deploy or update Zoho CRM custom functions via curl
How can I deploy/modify/update my custom deluge functions using curl? Can't find related API endpoints in CRM documentation Provide me with examples I need it for making autodeploy process from git repo Thank you
Export Quotes to XLS
New to Zoho and giving it a try and have been very disappointed in quotes module. The latest shortcoming is the inability to be able to export a quote to XLS file. Is there any plan for that any time soon?
How can i set an automation in zoho flow when module updates.
How can i set an automation in zoho flow when module updates and then send sign email to the selected persons that are included in form.
Deals not up to date for "Date of last action"
Hello, I am not a very powerful using ZOHO... I might apologize for my question. I used to have my main view for the "open deals" sorted by "date of last action" Unfortunately it seems that when I create de Quotation under a deal, this does not affect
Bidirectional Sync between CRM and Creator
Hello. I'm trying to sync a module with a Creator record. For this I've setup a Workflow Rule in CRM that send it changes to Creator and I have added a Workflow on Creator that send data to CRM. This is because operators use the Creator APP and our internal
How to setup journey emails in zoho crm ?
I want to setup a journey in zoho crm which simply sends a string of emails over time. So basically what i am trying to do is i want to send series of email , frequency will be 1 email every week to my those leads which are under conversion in progress
Next Page