Scheduling a call with a contact related to another contact
I'm looking for a way to schedule a call with one contact and associate the same call with another contact. Typically, I would imagine this can be done by using the "Related to" Field in the call. But I can't find the option to associate a contact here
Multi-vurrency for products?
Hello, i couldn't find multi-currency option for products. it is just shown Try and i also added USD from general setting module. i can just add value and it directly add TRY on the system without asking me. how can i change this?
How to fetch data from subform in server by Client Script?
Hi all, I need to call data in Subform from server to compare with data on web browser. I tried to use fetch data by fetchByID, but I can't find info of Subform. Please help me!
Using Deluge, how to loop through all Open Meetings?
Hi I need to loop through all Open meetings. My code is: getMeetings = zoho.crm.getRelatedRecords("Events","Deals",deal.get("id")); for each meeting in getMeetings { // do something } However, this loops through all Meetings (Open and Closed). Ive tried
Button to create a sales order from a deal in Zoho CRM
Hello, is it possible to create a Sales Order from a deal without sending or creating estimates? The integration with zoho books can create an invoice draft from a deal. I think of something like this for a sales order. I need to send a total invoice
Can I assign price books to contacts, invoices or purchase orders?
Hello, I recently created several price books in Zoho CRM and assigned products to each price book with special prices. But I do not know how to assign the price books to contacts, invoices or purchase orders? The best way would be to assign a price to
Update data in subform
Hello! I have a subform within a budget, I need to update the data of one of its fields in this subform. But I am not managing to insert it either with a function or with an update rule. With the rule, it doesn't directly allow me to choose to point to
Subform in template
Hi! I want to make a template in the inventory section, to print from the Quotes module. But I can't add data from a subform to the template, the system tells me that the fields of the subform are not compatible with the template. I also can't create
CRM deleting emails from system when they are deleted from outlook
Hi, i have noticed that when i am deleting an email that i have sent through outlook that it is deleting it off the CRM system on the account. how can i stop this from happening? Its deleting the email when i am deleting it in both sent and in trash.
Retain Emails for Deactivated User in CRM
I have CRM Plus. If a sales person leaves, we loose all email history for the Lead, Contact or Account. That is a major flaw in the product. I have been told I can take a backup. There is no way to import email into CRM. How do we keep the email history
CRM Calendar Sync to Google suddenly causing duplicate entries in Google
I've had Zoho CRM Calendar set up with a two-way synch to Google Calendar without problems about 18 months. Last week, the sync has started causing duplicate entries (and occasionally triple entries) in Google. No changes were made to my account - it
About aliases for fields on layouts Zoho CRM
Hi team I am managing Zoho Crm, where when parsing a deluge script where I see the following code: debtCopayment = potential.get("Copayment_to_Cover"); But if I look for the Copayment_to_Cover field in the layout, I can't find it, which makes me think
Add 'Years' Option to Workflows
To keep it brief, I was trying to set up a workflow to add 2 years to a date field automatically as an update field action (with the trigger being the date itself) and saw the option to change the date by 'Days' or 'Hours' - because of leap years triggering
ZoHo CRM for email on a shared mailbox
Hello ZoHo CRM hive mind, We are just beginning to use ZoHo CRM and have added the ZoHo CRM for email onto our Outlook accounts. When we connect as ourselves, the add-in is available, but on a shares mailbox it disappears. Does anyone know if this add-in
Email Notification's going to spam folder
Hi there, We are having an issue where email notifications triggered by workflows are being caught in spam. These emails are going to people in our company but who are not users in zoho so are added through 'additional users'. The from address is set
Zoho CRM and Google Maps
Just wondering if there's any integration here. Trying to figure out if I can utilize Google maps with addresses for contacts, customers, etc within Z CRM? Earl Rudolfo SMBOnline 360�
Linking a referral and referralee records together in any form (Lead, Account or Contacts)
I have a client that gives me referrals to other businesses. I need to. 1. Look at the client record that provides me with the lead and see a list of referrals I have received from them 2. Ability to click on that list and go to the refurred lead
Migrating from Workspace to Office will the IMAP email
Hello all, Currently migrating from Workspace to Office, wondering if the emails that are synced in the CRM through IMAP will stay there ? Has anyone experienced this ? Thanks!
Training / Tutorials
Is there any free training for CRM and Books available?
Common_Status field COQL query
Hi, What is correct way to query data by Common_Status filed? For example what is correct COQL expression for this criteria: "criteria":{ "group_operator":"AND", "group":[ { "comparator":"contains", "field":{ "api_name":"Common_Status", "id":"4233330000000002"
Showing Certain information from leads/accounts on an external website
Hi, So I'd like to know if there is a way of showing certain information from our leads and/or accounts on an external website so they can verify that the information that we have in CRM is correct?
Age in Days and Due In Days
Hi, I was wondering can someone explain how to convert Age In Days and Due In Days criteria to valid COQL expressions for all available operators? Thanks.
Possible to only allow Unique Account Names?
Currently my users can create accounts with the exact same name which causes problems. Is there a way to make the account name field unique? Thanks!
How add multiple record line in excel file using toFile funtion in deluge script??
How add multiple record line in excel file using toFile funtion in deluge script?? this function add only on record in excel any solution to add or edit excel file with deluge script. csv_file = "Name,Age,Azmat,25".tofile("sample1.csv"); zoho.crm.attachFile("Contacts",4813270000000437033,csv_file);
How to check if string contains any digit
How do I check if a string contains a any digit/ number? this is the code I cant seem to get working Str = "1Mustard Mustard23"; if (Str.contains("[0-9]")) { info true ; } else { info false ; }
How To Bulk Merge Duplicate Contacts?
Just imported a list of contacts with duplicate mails and I successfully identified them out, but it seems the only way to merge the information is by manually clicking to show acknowledgement. Is there any better way to sync or merge data? There are
How can I transfer the lead notes when converting it to a potential
Please help
How to integrate "industries" between accounts and leads?
The list of options is not integrated . How to unify the data in lists between modules accounts and leads?
Dynamic Call Tracking
Is Zoho Telephony (or any other Zoho products / 3rd party linked to Zoho) able to handle dynamic call tracking?
Help triggering a function based on date.
I'm trying to write a function and i'm just having a trouble figuring out what trigger to use. I want the function to run based on a date field. If the date is in the future, i don't want the function to run until the following day. Or if the date entered
Filling in Related List Join Field on Addition of New Related Record
When adding a related list record, I think the field that relates the module should be automatically filled in based on what the value is in the current CRM record. I have a Creator related list in the Deals module and I have it related by the Deal ID.
CRM API V4 Oauth Issue
writing a CRM custom function to get all user types and user type IDs for an existing CRM portal in my org according to https://www.zoho.com/crm/developer/docs/api/v4/get-user-types.html. I have a ZOHO One subscription and I am the only user (Administrator).
Workflow Rules not triggering on imported records
We have two workflow rules that are not triggered upon import. Our users have to select the imported records, change the field used in the condition of the trigger and then change it back to the original value in order for the workflow rule to trigger.
Sort Activities by Due Date
How can I get my activities Sorted first by due date and second by priority ?
Popup Notifications / Alert for new notes added in leads / Contacts / Proposals / Products / Cases - WORKAROUND
I have been using zoho crm for some time now and one thing that bugs me is that my sales team don't know iv added note to a lead, customer or proposal. I have thought about the best way to implement this, i think the best way would be have a notification
Issues with the new Email Parser version
Hi guys Im trying to implement the new version of the Email Parser. On the whole its an improvement, but Im having 2 issues which I hope can be easily rectified: 1) I have a contact form on my website. When the form submits the details are parsed to my
Can we change the language of individual users?
Is it possible to change the language of individual users in our zoho one account? The organization is set up in the US and English language. We would like to be able to change the language settings for our Spanish speaking employee profiles/users. Is
Remove Google Adwords field
Hi how can I remove the Google AdWords field from the Contacts page...??? Has shown in the attached picture Thanks
Adding Creator Related List Item
When creating a related list item in a CRM Module to a Creator form (clicking the add button in the CRM related list), does CRM automatically fill in the field that relates the Creator report to the CRM related list? If not, is there a way to accomplish
Deal Creation Date not available anymore
Hi, I suddenly lost access to the Deal Creation Date field. This field is now only visible to the Admin and all other users have lost access to the deal creation date information, even though I did not change any security/access settings. I have some dashboards with information based on a deal creation date (i.e. deals created this month/this year), and now all these dashboard were replace by a message saying that "a field has been disabled or is unavailable". Additionally, the Creation Date is no
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