Copying data from one field to another
Ultimately I would like to use a different field on the lead when converting to an account rather than use the company field, so I figured a simple code to copy data would be the solution but I am having troubles. Is there any easy built-in way to copy
Assistance with Disabling or Customizing Automated Email for Online Bookings
Hello Zoho Support Team, When using Zoho CRM’s online booking feature, an automatic email is sent to clients from noreply@zohocrmbookings.com after they schedule. Currently, this email is unbranded, and I’d like to either disable it or customize its design,
Competitors Question
How do i create a list of Competitors, i created one for a potential yesterday, i was expecting for this to be available instead i have to create ANOTHER listing for the same competitor. I had also selected the account type when i created this competitor
CADENCES - Limit on Tasks / Emails ??? WHY ?
I am only here to post my frustration in the CADENCES feature. I had an amazing execution of automation and Cadences was the perfect solution for our office. But I have already run into simple limitations on Tasks / Emails ! This completely destroys the
Adding product image look up into quotes module?
Hi there, how can I add a product image field to this quote subform so when I search the product from my products and it pulls all the information it will also pull the image of that product as well? So essentially when I then upload a template document
Search for data that is inside a Subform - Is it possible?
Hi, I'm searching teh CRM and ZIA Search for data that i know it is in a subform and the search does not find anything. Is subform data even indexed? Is it possible to search for data that is inside a subform?
Forecast type for service type businesses / many stages past winning the sale before closing
Hello, I'm working on building out our Analytics and have encountered a few challenges. We are a service / contracting type business. Our stages are shown below: From a sales side, anything starting at 04 is technically a "Closed Won" sale. We've sent
Export Custom module and get Subform id
How to get Subform ID when exporting Custom Module records?
Need to know profit margin at each invoice level
How to know profit margin at each invoice level.
Organize related lists based on layout.....
....it would be nice if you could organize the related lists when looking at a record based on layouts. Our related lists are out of control right now. Its cumbersome to scroll through lists not related to the layout you are looking at.
CRM - Is it possible to allow a customer to edit all contacts under their account via a portal
Hi, I am a new Zoho CRM user, checking out its potential. I have created accounts that have multiple contacts associated with them. I want to allow one person to be able to update the details for *every* contact under their account. Is this possible?
What is the difference between Sending Files for signature using Zoho Sign or Zoho Mail Merge in Zoho CRM?
Hello ZOHO's Community, I'm using Zoho CRM in our company to build a system to facilitate our operation procedures, the usage of implementing CRM is smooth until now but i faced a challenge while creating generated PDFs by reading data from CRM's modules,
Moving Average in Zoho CRM Analytics
Is there any way to setup moving Average component to use in Managers Home in Zoho CRM? I know I can do that no problem with Zoho Analytics but it would be great to see such information on the home page of Zoho CRM. Is there any way I can do that or do
Set Validation For Quotes On Conversion To Sales Orders
I have a bit of a doozy here. We have 2 fields in our Quote module that aren't required for the quote to be saved (and can't be required fields) however they are required fields on the Sales Order once the quote is converted. Our challenge is that once
COQL datetime filtering
Have module in Sandbox, which I need to fetch with datetime filtering. Using COQL, but having error and I sure did all wright but its not work. What did I wrong queryMap = Map(); queryMap.put("select_query","select id,rate from Rates where Partner = "
Accepting Event from Outlook Client
I've noticed this behavior for a few years now. If an Event is created from CRM and sent to participants and the participant accepts the invitation using Outlook client, Zoho event won't be updated as "Going" it only works if the recipient accepts it
Unanounced canvas modification
Hi all, I am using a canvas template (from Zoho) for my accounts in the CRM. Since yesterday, the buttons on the Attachments module, allowing me to download or delete an attached document, is gone. It already happened a few months ago with some other
Notes Field
I would like to able to migrate Notes module in our 'Intake' module to notes in our Matters module.
Problem with importing contacts and associating tags
When I try and bulk update existing contacts by importing an Excel file. On the final step, there is a prompt to associate a tag to the import. The problem comes in that when I choose a new tag, the new tag replaces the existing tags. I don't want this,
Need to email multiple contacts associated with a deal
We sell to schools, so the main buyer will be the contact associated with the deal, but all the teachers are the end users who I have listed as contact roles on each deal. We cannot figure out how to email all the end users for a deal. They need to know
Send mails to every email address in a subform
Using zoho crm I have created a custom module that has a subform to look up and select various contacts in a group. I need a solution that would help to send separate email notifications to the different members in the sub form. The issue: - The basic
create contact from deal - and when its updated , not to creat a new one
when i make a new deal . the aoutomation makes a new contact i want to update the deal and the contact , without makeing a new one ...
How to pull lookup field from one module to another
Hi there, I want to be able to pull the deals field which is a lookup field from one module to another, which in this case i want to pull from the module purchase orders to Sample/product. either through workflow or client script, whichever is easier
Cross-modular views that are "actionable"
Here's my dilemma; I have companies classified by business sectors in their module. Then I have contacts grouped by function and decision-making level. Let's say I want to email-merge a template to all primary decision makers in companies that operate
Auto number Field Behavior
Hi, I've been using auto number fields in some modules and always struggle with some limitation, so I would like to check if someone can confirm this. Imagine I have an auto number setup with a prefix containing the year in double digits {YY} and the
Date not updating automatically
Im not able to call use the code below to update the field as shown in the picture, im not sure whether i did something wrong but the outcome i want is the date to show up for example as: Oct 24 2024 var date = new Date(); var formattedDate = date.toLocaleString('en-US',
Closing an Event
It appears that an Event cannot be marked as closed, but can only be edited or deleted. Is that correct, and if so why? I like to keep track of my completed meetings, so would nice to see all such meetings in the Closed section. David Shalev | Chief Revenue
How to automatically update email field based on user field
I want to be able to automatically fill up the section Sales support email based on the sales user that is selected So what ive done is stored the sales support email inside of the user that the one of my sales person uses. I want to know whether this
two accounts
Hello, I have 2 companies . Now I use zoho products for one company Vip communication SNC. Questions is : How I can use zoho for two companies from one admin panel but pay for zoho for 2 different invoice ? Thanks
How to disable Quick Edit for a subform
Is there a way to disable quick edit on a subform? I tried to disable quick edit on a subform with ClientScript, but I was unable to set it to read-only with the code below. let fields = ZDK.Page.getField('Quoted_Items'); field.setReadOnly(true); log:
Account to Account Multi-Select Lookup
I must associate one account with many other accounts without making them member accounts. However, when I go to make a multi-select lookup, accounts aren't an option. How do I do this?
can you set a pick list and allow for multiple selections
I want to create a pick list of possible trade shows a customer would attend and select ALL that apply so we can contact them around the time of each trade show. Is there a way to create a pick list where multiple items/choices can be selected and shown
How to mass delete notes?
Is it possible to mass delete for example all the notes created before a certain date? It would be very useful
ZoHo CRM add images to Sales Order PDF template
I would like to add images from a Sales Order to the PDF that is sent to customers via E-mail. Is this possible? I know I can add images to the template. But it needs to be loaded from the Sales Order module. We have a custom image field there and that
Add Custom Task Fields in Cadence Task Creation (Without Setting Them as Mandatory)
Dear Zoho Team, I hope you are well. We would like to request an enhancement to the task creation process within Zoho CRM Cadences. Currently, when creating a task as part of a cadence, only the default task fields and those set as mandatory in the task
Introducing call transcription and intelligence
Dear All, We're thrilled to introduce Call Transcription and Call Intelligence—new features under Zia. You can now get transcribed audio recordings of your phone conversations, and together with Zia's intelligent analysis, you can derive call-related
How to create a system to track the order quantity of goods, showing how many have already been issued in delivery orders (DO) and how many are still pending for delivery.
I want to be able to create a system that tracks the order quantity of goods, showing how many have already been issued in delivery orders (DO) and how many are still pending for delivery. An example of what Im looking for: under sales order module below
Ability to Open a Zoho Desk Ticket from Zoho CRM Cadence
Dear Zoho Team, I hope you are doing well. We would like to request an enhancement to the Cadence feature in Zoho CRM. Currently, when creating a Cadence, we can select actions such as sending an email, creating a task, or logging a phone call. We would
Revenue this month
Why revenue this month doesn't show information but Revenue by user gives the information?
Clone a Deal when I change the stage to Closed Won
Hi There, We want to automate cloning a deal when the stage is changed to closed won - this is because all our deals will have a renewal in 12mths so we generate another deal with a closing date of 12mths hence. We have tried to use workflows or layout
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