Update parent module based on child modules
Hey, I'm sure there should be a way to do this, but I am struggling to find a solution. We have a parent module called Sites, and a child module called Plots. We are looking for a solution that would achieve the following: When all Plots belonging toBlueprint transitions on locked records
We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.Reordering Views
Will you be allowing the reordering of Views any time soon? At the moment, we're having to put numbers and letters to achieve this.Function Problem
I have a problem. I am creating a Workflow rule and setting a condition for when I create a Deal. It generates a personalized ID based on the fields I fill in when creating an opportunity. Can you help me create a function to get the names of those fieldsTip #1: Grouping (Filtering) records in the CRM mobile app
Option 1:Grouping and sorting the records. When you are into sales, there is never enough time for you to check each and every record's status manually and then contact them. If you are en-route to customer's place, you can make use of the travel timeWhat happen when Writer Limit is Reached
I have created a button function to merge documents, attach files, and send emails. When the writer reaches the daily merge limit of 1000, does this function stop with an error, or can it still send the email but without attachments?Programatically schedule and trigger a field value update?
I would like to do the following and I'm not sure how to implement this. A user will enter phase information and the start date when this new phase will take place in a custom module record. When the start date is reached, I want the software to updateCannot read properties of undefined
I have a problem with Client Script. I can't fetch data from server when I use ZDK.Apps.CRM.Users.fetch(); (as attached image) Please help me!Client scripts in subform fields
I am seeking assistance with implementing client scripts in subform fields within the Quotes module. Specifically, I need guidance on how to configure an on-change event that will auto-populate fields in a subform. Here are the details of my requirements:How to execute Workflow rules or function when a lead is qualified
I have a workflow rules in Lead module that will be executed when a lead is created or edited like this if 'Whatsapp ID' field contains 'BR-' then the 'Marketer' field should be updated to 'Internal', I use Zoho CRM Blueprint to qualify a lead to be aZoho CRM mail: Can you filter and sync only messages from customers/contacts and leads registered in Zoho CRM?
Hi. For the Zoho integration with email. Can you filter and sync only messages from customers/contacts and leads registered in Zoho CRM? For example. In my general email inbox I receive customer and other email not related to CRM or my business. SomeAutomatically assign Contact Roles to a Deal
Hi guys, Is there a way to assign multiple Contact Roles to a Deal via a workflow or similar? ThanksFYI Functionality Change Issue : Can't see emails sent at Account level via contacts without changing select box (anyone else have this issue?)
Hi, Posting this to potentially save anyone from dealing with the same issue and missing outreach info. When reviewing an Account, we often scroll down to the Emails section to see if there has been any email outreach, any opens/clicks, who's been reachedMIN(0) != 0 in subforms
I need to identify orders containing free products. To do this, I created a "Minimum" field that should contain 0 if at least one product in the order's subform has a tariff equal to 0. This would trigger a workflow to proceed with the necessary actionsWhy API response Data structure of a Custom field in Zoho Books or finance applications is different from Zoho CRM's Custom field
Hi Team, As per the topic, I would like to know why the customs fields in Zoho CRM is acting or treated like other system fields in Zoho CRM. But in Zoho Finance tools, the custom field is shown under the key "custom_fields" as a list. I would like knowUsage of real estate on the screen
Once I view the deal details there is quite a lot of real estate taken which I cannot use. Or I don't know how to use it. I'd like to show some information in the green space by adding it OR remove "Best time to" and "Contact Person" Info all togetherField is not found in Lead Conversion Mapping
so I create a new field in Leads module like this but I can't find it on lead conversion mapping, how to solve this?How to list all soid of all environments(including Sandbox ones)
Hello, I am trying to use the self client credentials flow(https://www.zoho.com/accounts/protocol/oauth/self-client/client-credentials-flow.html) for the Zoho CRM and the request to get a token requires an soid. However, I do not know how to get the soidInvoice from Deal
How do I create an invoice to Zoho Books from a deal at Zoho CRM? I need my invoices to be connected to my contacts AND my deals.CRM Calendar and Two-Way Sync with participant calendars
We use CRM Calendar to schedule health care appointments, which are often re-occurring. When an appointment is deleted or changed in CRM, the client's calendar is not updated. This leads to clients receiving appointment reminders for deleted and canceledConverting Date data type field to Datetime data type
I'm trying to convert the value of a CRM field that is of Date data type to Datetime data type to be able to create a Meeting event from a Deluge script, but I keep getting this error. I have tried applying toDateTime() to the variable and specifyingEdit 'my' Notes only
The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this sameEducation CRM
Does this Zoho CRM will works for the education sector. one of my friend who is working in an education sector, so he need a CRM for small school and basically he is looking for on premises one. So please suggest some right one.How can we add products using a Wizard?
We want to create a Wizard to add products. Why is there no possibility to use the products module when creating a wizard?Wizards for inventory modules and more
Dear all, We're delighted to make a quick announcement about impactful updates related to wizards. Thus far, Wizards have streamlined CRM data entry across key business modules like Leads, Contacts, Accounts, Deals, and Custom modules by segmenting extensiveAdd a Contact to multiple accounts
How can I add a contact to multiple accounts? We have several clients that own multiple businesses that need to be seperate accounts, but have the same contact. Moderation Update: We have a separate post capturing the feedback and votes for this feature.Subforms and automation
If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSMMissing parameters in Zapier app for "Zoho CRM"
Hello, I updated the Zoho CRM app in Zapier to the latest version (31 July 2024). There are some changes in the Zapier app "Zoho CRM" now. When I want to create a new entry in Zoho CRM in the "Notes" module, there I can no longer choose a parent module.Coql Query By Date
I try to get records via the Coql Api it works fine since i try to have a date in the where clause like this select id from Contacts where First_Name='Franz' AND Last_Name='Müller' AND Date_of_Birth='1986-2-2T00:00:00' The field is defined as date CanMore than 100 contacts in Sheet View
I have about 500 contacts in Zoho CRM and need to do some manual manipulation (eg tidy up address fields). Sheet view does exactly what I need it to do as long as all the records can be listed on the one page (or the first 100 records if more than 1 page)Customize Colors used on graphs and charts according to users desire.
It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!CPQ in Zoho CRM is now supported in sandbox
Dear customers, We're excited to announce that CPQ is now supported in sandbox environments. CPQ (Configure, Price, Quote) functionalities help businesses streamline their sales processes. Features like Product Configurator, Price Rules, and Guided SellingTracking Mentors and Mentees Match in Zoho CRM
I am developing a system for a mentoring program where we match mentees with mentors and track the match in cohorts. There is a new cohort every semester. A mentee can participate in multiple cohorts, and a mentor can be matched with more than one menteeZoho CRM Cadences - Is it possible to add steps on cadances once active?
Hello! We have started playing with the recently launched feature in Zoho CRM - cadences. We have in the past used the mass email functions to send emails to a group of clients to try to reactivate their interest on our services. For example - sendingBypass Blueprint
Hello. I'm creating a new blueprint. I have a lot of different deals on different stages. Since the blueprint is new, all of them will be at their first stage of the blueprint. I need to manualy set the blueprint for each deal. Is there any way I canHow to edit HTML on Quote template in CRM
I notice that the ability to edit the HTML on the templates has been removed or moved to a different area. How do we now edit the HTML?Zapier Zoho CRM Create Task Module who_id or what_id not associating with the lead
It looks like the Zoho CRM integration with Zapier was updated beyond 1.0.49 and it changed the Create Module Entry for tasks by removing the Parent ID. Now it asks for either who_id or what_id. I would assume the who_id would be the same parent ID ofWhy are emails sending with @viazohocrm.com ?
I just sent out mass emails from CRM. They are sending from the email below and people cannot reply, and they are getting this message: Address not found Your message wasn't delivered to sales.XXXXXXXX.com.au@viazohocrm.com because the address couldn'tBlueprint Delay (leads created though API)
Has anyone else experienced a delay with leads entering a blueprint, specifically on leads created through the API? I am noticing a 5-10 minute delay on my end.CRM Mail Merge fields
When we have a lot of requests for quotes, we use the mail merge function to quotes we have produced. It all works well but we have one thing we need that isn't showing up in the mail merge template. In our Quotes module we have selected to show productNext Page
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Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early Access[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool
[Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your callIntroducing Functions IDE in Zoho CRM
Hello everyone! We hope you are doing great! We're excited to enhance your coding experience with a new IDE for Functions! This IDE is more powerful and is equipped with developer-friendly features such as executing the function without affecting theAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
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setVisibility() not working for Subform Fields with Client Script
I am currently working on a Zoho CRM Client Script involving a subform and encountered a limitation that hinders my ability to fully control the visibility of specific fields within subform rows. The setVisibility() method, which works perfectly fineHow 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 thisZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredDate 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',Zoho CRM says "invalid data. Check the input for Who_Id and try again."
What is Who_ID? Is it the OWNER or the LEAD or something else? I'm trying to add a Call module entry to a Lead in CRM.
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Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
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