Kaizen #148 - 'trigger' in Records APIs
Hello everyone! Welcome to another week of Kaizen! In today's post, we will discuss the "trigger" key in the Insert, Update, and Upsert records APIs. What is "trigger"? "trigger" is a key of the JSON type array. You can use this key in insert, update,
1 Quote to Multiple Sales Order
Is it Possible to Create a Custom Function in Zoho CRM that allows one Quotation to be associated with multiple sales orders?
How can I change the format of a date/time field?
I have created a workflow in Zoho CRM and it triggers an action in Zoho Flow Actually it sends a slack message/notification to a public channel In this message I pass a dynamic Date/Time field from the Deal Module. The problem is that it returns this
Colour code depending on range of values?
Is there a way to show different colours (colors) for a range of values that depends on the user's selection from a dropdown list? If so, how? And please provide step-by-step instructions. Example: I have a field that has a range of values from 1-9 that
Pick List History - Report
Hi Is there a report or any ideas of a report on Pick List history changes So for example, I want a report monthly of any changes made to a field which is pick list (I know I can view this in the record, but I just want a monthly report off all changes
How to create a BOQ Estimate (Bill of Quantities) in Zoho using Widgets
Creating a BOQ Estimate is a key requirement for many industries like Building and Construction and Professional Services. As native Zoho cannot handle specific requirements, we've created Zoho Widgets for Users and Partners. This project was at least 500 hours of work, but it costs our clients less than $10,000 to fully implement. It is designed to look simple but there was amazing amount of work that went into creating it. We are doing all our estimates using this process now and love it. Please
Zoho CRM and Apple Mail (Macbook)
Is there an add-on or way to sync Apple Mail to Zoho CRM? Currently, we use Apple Mail as an overlay (one-stop-shop) for email accounts coming through gmail, outlook, etc. Now, with Zoho CRM, we'd like to keep using Apple Mail but have emails sent from
Deal: Amount per product?
Hi, we currently have a simple setup for our deals and analytics: A deal has one product and one amount. In the analytics we then simply can filter per product and amount in a deal to see, which product is selling the best, etc. But now we want to add
Zoho CRM Community Digest - June 2024
The month's Zoho CRM Digest is packed with exciting updates, insightful discussions, and valuable tips from the community. From streamlining workflows with bulk imports and dynamic filters to tackling duplicate leads and managing emails with ease, we've
Bid Date and other info in Quote module to Calendar
We are at the professional subscription plan. #1 What we are interested in doing is when we enter the bid date for a quote in the quotes module, we want that date to automatically be entered as an event into our calendar in Zoho with other fields, e.g.
Zoho CRM Client Script Open Pop-Up
Hello All Hope you are doing well. In this article, you will see how we can create a Popup and get the value from the Popup Up. Example:- Suppose we have a field (Boolean Type) City Details once someone selects this a popup will open and capture some
How to Link existing Contacts with existing Accounts.
Hello I have Contacts and Accounts already in ZohoCRM that I need to link together. How do I do this. PLEASE NOTE : The Contacts and Accounts are ALREADY IN ZohoCRM. Every answer I've found in here for this questions refers to Merging as they are imported.
Fill subform with Zapier
Hello, I am using a Subform for a deal, so our marketing team can add several products and custom prices to the deal, which works fine: But I want to use Zapier to automatically populate that subform as well, but I can't get it to add the details. Usually
Accurate out-of-the-box human translation
Hello, I've been using the CRM for about a year, and as a French user, I've had to do a lot of manual translation because the current translations are rarely correct out of the box. I believe that having proper translations done by a real human would
Preview Layout as a Standard User
Is there a way to see what a module layout will be (what fields will be visible) for a standard user if I am an admin? Basically, I have some fields where I set the permissions of certain fields as hidden, but I want to see what the layout will look like
How to record Inventory template export history
Hi, Is there any method to record the Inventory module PDF Template export history? Because we need to keep the same if we would like to send twice template
Unified View for Folders
I think it would make sense to have a unified view for all modules under a folder. This is a feature that ClickUp has, which is quite helpful. Our use case is as follows We have a workshop department that has different modules that they are using: repairing,
Is there a way to filter contacts by which email templates they were sent?
I want to send a mass email to all who received a specific email through a specific workflow. I can see the list of contacts after I created a report looking at emails sent by template. However I can not find a way to create a list or filter by parameters
I have a query about zoho crm
i found "Failed to execute function UnParsable date Line Number:29"this type of error due to my date time field data = zoho.crm.getRecordById("ticket_reservations",6319382000000936046); // info data; creator_ID = data.get("id"); ticketName = data.get("Name");
Parse words in a string
I need to parse out the individual words in a string using deluge script custom function, but can't figure out how this can be done. For example, I need to get "555", "234" and "5678" from the string "(555) 234-5678". Can you assist? Oliver
Can you send a Zoho Sign Document through a workflow
Hi, I am looking to automate a process of getting clients signed up asap. I have set everything up in a Zoho sign template and it works by pressing the "sign with Zoho sign" on the deal record. I am looking to find out that when a deal hits a specific
Ongoing Customer Care and Contact Reminders
Hey, We rent heavy equipment and most of our customers rent repeatedly. I can see how Zoho is really useful for sales funnels that "close" like buying a car but I am struggling to get it to help us. Our sales process is like this: -We make repeated contact
Using Tasks (or something??) in Zoho CRM to track sent samples
Hello, I sell upholstery material to my clients. When I send catalogues to clients, I track this as a Direct Mail Campaign in Zoho CRM. It's an open-ended Campaign that started last month (with the brand new catalogue) and will run until the new catalogue
Client Script - How do you obtain the current record ID when in detail view?
I'm trying to gather the Account ID of the Account currently being looked at in Detail View of CRM. I'm using a "button on click" client script execution, and am trying to create a logged call with input, based on button click. eg - User goes to account,
Users are able to access records in a territory that they are not a member of
Hello, I have several territories set up in our CRM. I recently ran a test to see whether users that are not members of a particular territory can access records within that territory (e.g. Accounts, Contacts, Deals), and it turns out that the users that
Update field when task is completed
Hi, I want a field to be automaticly updated when I mark a specific task as closed. So, I have a task in the module 'Leads' with the topic 'Factureer kosten van {COMPANY_NAME}'. When this tasked is closed, I want that the close date is filled out in the
Client Portal Layout setting
I have set up a custom layout called [Customer View] and specified this layout in the Portal settings. When I preview it, everything looks fine, but when I log in with a Portal User account, the layout displays as Standard instead of the specified Customer
CRM, How to customize JSON sent back from REST API webhook
Hi, In CRM, I've created a function with a API REST access. For debug and log purposes, I have a lot of info statements. That way I can trace any problem that might occur. However the external service calling this webhook, requires that the function returns
Using Multi-Select Lookup to Search Leads and Contacts in Custom Module
Hello Zoho Community, I have a custom module in Zoho CRM called “Projects E.One” and I need help with a specific requirement: I want to add a field in this module that allows me to look up and select multiple Leads and/or Contacts that are already registered
New addition to Zia for Emails: Subject line suggestion
Dear All, We've added yet another robust feature to the list of Zia's email intelligence abilities: subject line suggestions. The first line of text your recipient reads when you send an email is its subject line. Since this is the very first impression
Build your own interactive product recommendation system in CRM with Guided Selling.
Update: CPQ was a public early access feature from March 2023 — January 2024. Since February 2024, this is a public feature. Zoho CRM's in-built CPQ engine now facilitates Guided Selling, a setup in which the CRM system makes tailored and interactive
Dynamic image in lead record field
Hi, I have a image upload field named 'Testimonial image'. Based on the value in another field named 'SBI code', I want to automatically upload a specific image in the image field. How can I do this?
Copy one field to another in the deals module
Hello - I am trying to do something that is really simple, but I am completely stuck on how to do it. Since Zoho CRM does not allow you to create a formula field that gets a value from another formula field, I have created a dummy field to hold the value
Can I insert a note or attachment to a mass email?
Hello, I would like to be able to create a mass email based on criteria (we already do this), and then attach documents or notes from the Account into each email. But each attachment or Note will need to be specific to that Account...not the same document
Cannot See My Email Templates
I've created a few email templates, some against Leads, some against Contacts. But when I save them, they are not listed in the Email Templates list in Setup. The default Big Deal one is there, so is the first Leads one I created yesterday, but none since. But, when I go to email a contact (from the Contact record or through Mass Email, I get my templates available in the list of templates to choose from. Problem is, I need to edit the template, not the individual email, and I can't get to it!
Templates for multiple modules
I am setting up my CRM, and I am stunned to learn that you can't access templates across multiple modules. For instance, if you want to work out of the CRM, and you want to email one template to a Contact, another to a Lead, and another to an Account,
The "Reason for loss" field in the Deals module is now a picklist field
Dear All, We hope you're well! We are pleased to announce that we have updated the "Reason for loss" field as a system-defined picklist field. Currently in Zoho CRM, when a deal is lost, the reason for the loss is collected as a descriptive form and
How do I populate a field on Account with data from a field on Deal?
We have some fields on Deals that we would like to transfer and populate fields on the Account once a deal is won. We have a workflow that changes some list-type fields when Deal Stage IS Closed Won. We would like to populate Account fields at the same
How do I change default sort of Open Tasks
How do I change default sort of Open Tasks listed on the Home page. For some reason my system is showing tasks way out in the future, I want to have it default to closest date so I don't have to keep clicking the date sort order button. Any help appreciated
Zoho Embedded App JS SDK - use ZOHO.CRM.CONNECTION.invoke() to upload file to WorkDrive
I have been attempting to use the Zoho Embedded App JS SDK to create a widget, and using a CRM connection (ZOHO.CRM.CONNECTION) to communicate with WorkDrive. The client that the application is being developed for requires the widget to be able to upload
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