Counting Checked Checkboxes...
I have 5 check boxes, Monday through Friday. I have a Formula field I want to use to show how many of those check boxes are checked. I have tried variations of formulas that I believe should work, but I keep getting syntax errors. IF(${Attendance.Monday}=='true',1,0)+IF(${Attendance.Tuesday}=='true',1,0)+IF(${Attendance.Wednesday}=='true',1,0)+IF(${Attendance.Thursday}=='true',1,0)+IF(${Attendance.Friday}=='true',1,0)Trying to figure out IF statements...
Trying to learn formulas and having syntax errors for the formula below: IF(${Attendance.Medicaid Level} == 1, 61.49, IF(${Attendance.Medicaid Level} == 2, 76.86, 0)) Basically, if field Medicaid Level is 1 or 2, enter 61.49 or 76.86 respectively. AnyMultiline Rich Text Field truncates when used in a Related List
Hi all I am trying to use a Multiline Rich Text Field in a custom module to display note type information in a related custom module. It appears that there is some character limit (around 500) that limits the display of the field content as compared toCRM Automation date updates
In creating workflows I also created a custom field in accounts. This custom field should be set by execution date. What I want is when a field status is changed in accounts this field is populated with the execution date...but it does not work. ThisKaizen #144 - Assigning values to different field types using Zoho CRM SDKs - Part II
Welcome to another week of our Kaizen series! In our last week's Kaizen post, we explored the various field types in Zoho CRM and their typical uses. We also discussed the utility of our SDK sample codes available in our GitHub repositories and how theyfree edition - web to lead form -email not notification
I am a consultant and was introducing zoho to my smb clients by integrating thier web site with web to lead forms until I found out the web to lead form in the free edition does not support email notification! Anyone in sales will tell you that the lead must be promptly followed up. Having leads sit in crm is not going to work - unless your users are sitting in front of thier zoho crm account - which they are definetly not! I am now pulling zoho integration out of a half dozen accounts dueHow to create zoho books contact from zoho crm custom function
Hi. I am trying to create a zoho books customer from a zoho crm custom function. I got it working, but it doesn't add in the contact information section (screenshot attached), just the billing or shipping address sections. I think i need to add a contactAdd a warning to a field inside a Blueprint Transition
Hey, is it possible to add a warning to a field inside a Blueprint Transition? For example: When a date is set over 2 weeks from now, show a warning.Xero Integration for Zoho CRM Extension- Latest release in 2024
🎊 Exciting news, Zoho Users 🤗 We're thrilled to announce the launch of the brand-new Xero Integration for Zoho CRM Extension, developed to seamlessly integrate your financial data with your customer relationship management (CRM) system-Zoho CRM. OurZoho Finance Limitations 2.0 #15: You can't filter any Sales Orders by their SubStatus in CRM or Analytics.
All our sales orders move through various stages and it's nice when you can filter by open orders in "50% Building" or "100% - Built" however this is not possible in CRM finance. It's a basic feature within native CRM using a picklist. My go to was Analytics,Problem with default value by using Bulk Write API
Hi guys, I have a problem with the bulk writing API. I have 2 modules. First module ("dataimport") is storing csv file uploads of users. The secound module ("Erzeugungsdaten") should store the data from those csv files. My goal is that each entry in "Erzeugungsdaten"Why do I have to republish a Cadence for it to continue working?
I have a cadence set up that uses a Custom View on the Contact module. The Cadence is set to send an email "Immediately after enrollment". However, suppose the Cadence has run through the first set of contacts, and I add another set with the correct criteria.Zoho CRM Finance integration - How to create Books Invoice linked to deal via API?
Currently, I have a client where I have set up the Zoho CRM Finance integration for their Zoho CRM. But I am looking into a way to create Zoho Book invoices that have the direct link to a Zoho CRM Deal, but through the Zoho CRM API or Zoho Books API?How to Create a Widget in a report in Zoho CRM?
Hello Team, We need to create a widget for a specific records in some report of Zoho CRM. can you please suggest a way to achieve it's. Thanks & Regards, Thisai Moorthy.Multiple vendors for same product
Hi, Relatively new to Zoho, so I figured I'd ask... Just wondering if there is an ability to link multiple vendors to the same product created in Zoho? We are a reseller who buys the same product from multiple vendors and they drop ship directly to ourIs there a quick way to copy the contact details for a Zoho CRM contact?
This has probably been asked lots of times before, but I couldn't find an answer anywhere - Is there a simple 'one-click' way to copy a contacts details from Zoho CRM, so that you can paste it into an email or word document? All I need is to grab 'businessEmail workflow trigger support Inventory module
Hi Zoho, Seems so far Email trigger workflow do not support inventory module. Is it possible to do that? Or is there any method that I can track inventory module email status?Zoho Bookings <> CRM integration
Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in thisHow to use COQL in Zoho CRM's Client script
Hi Community & Zoho Team, Can any one help me with the code for the below scenario. I need to get the records counts in Invoice module with applying two filters. 1) Mailing State = "Given State" 2) Invoice Date is Greater than "01-June-2024" I expectingOAUTH_SCOPE_MISMATCH when attempting to find CRM User Record
In my App, I want to look for records owned by a Zoho CRM user. Therefore, I am attempting to find the relevant CRM user details for the logged in Creator App user. The lookup I am using is: userEmail = thisapp.permissions.loginUserEmailid(); userDetailsHow to implement Steps in Blueprints in CRM
We want to implement all the little steps of our processes into blueprints in the CRM, since it’s very easy to understand. We are now facing the issue, that it get’s really hard to overview so many stages for every blueprint step. We thought about makingTip #7: Create Unique Fields to avoid duplicate records
Hello everyone, We are back with a great tip for this week, yet again, on how you can maintain a clean CRM database. While it's a good thing to drive all your focus on putting Zoho CRM to its best use, it is equally important to maintain a clean, clutter-free system. Following our previous tip "Maintain a style sheet for a clean CRM database" here's another tip on how you can avoid duplicate records in your CRM database. Tip #7: Create Unique Fields to avoid duplicate records With multiple leadMass Update Contact Owner with Account Owner
We somehow managed to have a situation where we have many Contacts whose owner is different than the linked Account's Owner. I've been searching for an easy way to force a full cascade of all our Accounts' Owner values to replicate down to all Linked Contacts' Owner values. From my research it appears this can only be done with either a deluge script of by building a creator app. Is that correct? If so, can someone kindly supply a script to accomplish this? And explain how to execute said scriptHelp Needed with Creating Close % Reporting
Now that our company has a good data set to work with we want to use ZCRM reports ways to track the performance metrics we have established. Specifically, I want to be able to calculate closing % for individual salespeople and individual support people.If I downgrade the number of users and I payed for 1 year plan would it credit it back to us?
Let's say I have 50 users and I already paid for the whole year. If I delete a user would it credit back to us the amount we paid for the year?Free Webinar - Digital signatures for digital contract management with Zoho CRM
Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcomingSecurity in zoho crm when using credit card info
Hi! In order to make online payments through zoho crm, I created a new kiosk with some input fields (card number, exp date, cvv ecc). Then, the information is sent (through an envokeURL function I created using API) to an external service that managesTrying to count number of records meeting certain criteria and write integer to custom field
I would like to count the number of records in "module1" meeting a certain set of criteria, then take that number of records and write to a custom field on "module2". Something along the lines of : SELECT * from module1 WHERE module1.phase = module2.phaseUser Tips: Adding Multiple Products (Package) to a Quote v2.0 (with Client Script)
This solution is an improvement on the original idea which used deluge. My solution was posted in the comments are: https://help.zoho.com/portal/en/community/topic/adding-multiple-products-package-to-a-quote The updated version uses client script insteadPOS System
Has anyone had any luck integrating a POS system with the zoho crm? Any advice where to look for a zoho proven solution? Thanks in advance.Can i integrate Xero with Zoho
Can i integrate Xero with Zoho, and is this available with the free package or the professional?Sending email to Lead owners about the leads at the EOD
I have tried creating a piece a code in which i need to send the lead count to the respective owners for the leads that are created today at the EOD. I am not able to retrieve all the leads as it is just showing one lead for each user even if there areHow to customize URLs to be dynamic in E-Mail Templates?
We want to setup E-Mails with specific URLs for every contact, but it is not allowed to use record variables in URLs in templates. Is there a workaround?Integrate Zoho CRM with Power Bi
I am needing to create a live access connection to a module, "Clients", in Zoho CRM. I would prefer not to use third party software at all. Up to now, I've been able to get an auth token, and I've created a connection, but neither of them seem to giveKaizen #63 - Layout Rules in Zoho CRM
Hello and welcome to another week of Kaizen! This week, we will be discussing Layout Rules in Zoho CRM. If you need to modify the layout of a module based on user inputs, or to show or hide sections based on the value of a specific field, we have gotBug: openUrl() not working on Mobile App for "In-App Browser"
I've had a custom button for several years which opens a Zoho Form and populates it with data. This was ideal for mobile users, who used it to capture signatures and complete CRM Cases while in the field. This stopped working mid-May, the bug was reportedZoho CRM -> Books Integration - Problem with Managing Integration User
Hi, I have been using Zoho for the past three years, and my CRM and Books integration has been active from the start. I understand that Zoho CRM integration has recently been moved to the Zoho Finance Module, where Books, Expense, and other finance-relatederror. undefined in Send Email Rest API on Zoho CRM
Hi, I've got a problem with sending an Email to new Leads that are added to the CRM. After creating connection in Make, I had an issue with the permission scope, but fixed this with manually adding scopes to second connection. But now, after trying toCRM - QR Codes and Bar Codes
Hi I am using CRM to run my service team - Asset maintenance business We need to move to and generate a QR code for each Asset we look after. And we need Bar code reading for the testing we do. (pre-bar-coded sample bottles are provided by the lab) DoesDomain Verification
I am in the process of verifying my domain (deltasuccess.com) and find this was added. However, my emails have a From: address that shows this is not verified.Next Page
Access your files securely from anywhere
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
Directly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantCross 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 AccessNew Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the numberAnnouncing 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 other[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 call
Most Discussed Topics
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, tailoredHome Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesDate 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 Developer Community
Zoho DataPrep Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
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
Top Contributors
Ishwarya SG
Pheranda Nongpiur
Sunderjan Siddharth
yongmeng.tay
Subhash Kumar