Preserving Lead Source field once it has been filled
Is there a way to keep the lead source as is once there is a value in the field? We want to connect Zoho CRM with Zoho Forms so we can know where the lead comes and since some of the leads are already in our system, we don't want to update their originalCustom Reports
Hi, I have a request regarding custom reports. I would like to know if there is a way to achieve the following operations. * Maintain the link to the customer information even when a row group is set up. For example, if I set a contact name to a row group,Function to have one field automatically fill in another.
Hello! So i'm writing a function in the Leads module, in which i want to have the zip code fill in another field called SPA depending on what it is. I'm aware I can do this over a workflow, but i have approximately 50 different possibilities, and it'sHow to get records for Deals with Closing Date in the past
I'm quite new to Zoho CRM development. How do I get records for Deals with Closing Date in the past in a standalone Function? I can see from the documentation this is the general form to get records: <response>=zoho.crm.getRecords(<module_name>, [<page>],[<perPage>],Zoho CRM for Ring Central- Outbound call issue
Hello, I am having issues with Zoho crm for Ring Central. Over the past week, I have spoke with Ring Central and they they had their engineers try and fix my problem. They said everything is set up on their end, that it's Zoho CRM with the problem.How can i add a custom text in related list?
I'm trying to add static text to a related list in the Deals module. I tried to do this using deluge but it doesn't work. I did a small test but it didn't work. Basically I want to insert a sales script in text so the salesperson can consult it. Desculpe,Custom module - update the email address field when a contact is selected
I've read a few articles around updating fields automatically but I really couldn't wrap my head around the code. Could you please help me? Module name: Contracts Field to select: Technical Contact Field to update: Email What i'd like to do is update the email field automatically when I've changed the Technical Contact field. I read that I need to populate the email field in order to make to make use of the "Send Email" button. (I know I can use the workaround for a mail merge but I didn't want toWrong cache in API method searchRecords
Hi there. I found mistake on API method https://www.zoho.com/crm/help/api/searchrecords.html After changing the lead, I still get as a result of some time with changed lead (it no longer fits the search criteria and stores a field with a modified value). For example: Lead#1 (MyCustomField=aaa), Lead#2 (MyCustomField=aaa). Request: https://crm.zoho.com/crm/private/json/Leads/searchRecords?authtoken=AuthToken&scope=crmapi&criteria=((MyCustomField:aaa)) Result: Lead#1 (MyCustomField=aaa), Lead#2 (MyCustomField=aaa). -Custom modules identified as a person record
Because contacts are people the Contacts module lets us do some fun stuff, like add a salutation, first name and last name by default, send surveys and sign documents. This isn't currently possible in custom modules as they are not recognised as people,Validation rule overlapping client script
Hello, I have a validation rule that is overriding my client script. When the client script rule is met but not saved, a block occurs due to the validation rule. Is it possible for the client script to override the validation rule in some way? To be moreAccount Mandatory Fields Not Working
Hi There, We have set up a number of mandatory fields in Leads, Accounts and Potentials. When we convert a Lead it asks for the Potential mandatory fields, but not the ones for Accounts. If you then open the Account it will insist upon the required mandatoryNeed help with workflow execution when button is pressed (Button shall create a generic task with a reminder x days ahead).
We would like to create a few buttons that create a task on an Account/Deal/Lead records. At the moment we manually go into a record and add a new task that is usually a "follow up" generic task that will be due in 3 days. Is it possible to create a buttonMake a task visible to Creator AND Owner
I would like to make Tasks visible to both their Creator and Owner. I have found this topic ( Task Permissions (zoho.com) ) and tried to follow its suggestion, but I cannot see how a custom field containing a copy of the CreatedBy username would allowReport Builder: Create Detailed Email Report for Sent Sales Emails
I am trying to create what I perceive to be a simple report, showing which contacts have been emailed by my sales team over a certain time period. My requirements: Create a report which shows all emails sent in the past month by a particular account ownerFiltering records by multiselect picklist field
I have a multiselect field with many possible options, and I would like users to be able to filter records by this field without having to remember and type in each option by hand when filtering. Ideally I would like users to be able to filter by choosingCall Bar feature is now available in Zoho CRM
Dear All, We are here with an enhancement for our built-in telephony users. Upon setting up the built-in telephony, users get the Phone settings at the bottom of the screen — it helps them to set their availability status (online or offline), customizeis there a way to pass whatsapp message to Zoho CRM lead record?
so I am trying to implement WhatsApp Native Integration to Zoho CRM. What I really need is to pass Whatsapp Number and whatsapp first message to Zoho CRM lead record. yes I can see the Whatsapp Message inside lead detail record like this but as you canError when edit leads conversion mapping.
Hi I am trying to update Leads conversion mapping. When I click save this error is pop up.Introducing Global Sets for easy management of similar picklists in CRM
[Update | Sep 2024] We've increased the maximum count limit for global sets. These new limits are now live for AU and JP data centers and will be gradually opened to all. Please check this link for the updated limits. Hello folks, As administrators whoFunction/Deluge error data type - Script to Assign Contacts to Accounts Based on Domain
Hi, we have hundres of contacts without any assigned company (account). Now we're adding companies and have a field called "domain" where we have the domain.tld (it's cleaned up via another function). Now I have the following script to search for UNassignedCannot get Image Upload to Work
Here is the code I'm using to grab an image and load it to a specific field called Image in a module called Property Pictures: photo = invokeurl [ url :"https://cdn.britannica.com/79/232779-050-6B0411D7/German-Shepherd-dog-Alsatian.jpg" type :GET ]; infoIssue Fetching Data Zoho API
I am trying to fetch these records using zoho api but it returns only first 10 records, but there are 24 of them that can be accessed by pagination This is the url https://www.zohoapis.eu/crm/v3/Matter_Categories/547619000000662695?fields=Solicitors andHow to set Validation Rules on Lookup Fields???
I cannot find the option to setup a Validation Rule on a Lookup Field. Here's my use case: We're in Real Estate so we sell Homes/Units We have a custom module called "Units" On the Deals/Potentials, I have Lookup Field called "Unit Selected" that looksGeneral Notes Report
We're trying to create a report that gives notes from any module (Accounts, Deals, Contacts). I was able to create one before the report editor changed to the current version. But now I don't see how I can do this. I can run a report on with the primaryNeed help regarding the token refresh time
Hello! I have a website where a costumer can book himself a meeting via Calendly. Once the meeting is booked the costumer information is sent to the Zoho CRM and a lead is created. My website is hosted on Heroku and the Zoho CRM token which i need inDashboard shared to everyone with all data
Hi everyone! We made a dashboard that shows the deals statistics, divided by territory. This works nicely for the administrators, but since other users are only allowed to see THEIR own deals, for them the dashboard comes up with limited data. How canSet a default email template for quotes
How can I set an email template as default, so I don't have to select the email template manually everytime I email a quote?Report criteria pattern out of order?
Can someone explain why Zoho CRM doesn't like this criteria pattern? ( ( ( ( 1 or 2 ) or 5 ) and 4 ) and 3) The error message is "Please check the pattern at 5" which isn't very helpful.Predictive Lead Scoring
What is the best practice to implement Predictive Lead Scoring in Zoho CRM? Thanks & Regards Prashant SharmaClient Script: Edit page onChange doesn't fire when selecting "-None-" value.
I have a client script using the onChange event on the standard edit page that updates another field based on value selected in a pick list. This works great except I just realized when you select the "-None-" option in the pick list if you wanted noConversion from Zoho CRM Plus to Zoho One
Hello Team, Has anyone ever moved from crmplus to zoho one? If I paid for the crmplus for a whole year, will the amounts be applied to zoho one?Lookup filter in Zoho CRM
Last modified on 13/04/2023: Lookup filter is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of March 24, 2023, it is rolled out for al Zoho CRM accounts. Find out more about LookupCRM - Duplicate Email Check between Leads and Contacts Module
Is there a way for Zoho to check / error out when a new lead comes in with an email address that is already present in the Contacts Module? We convert our leads into contacts at a certain point in the sales process and occasionally we have that same customerRollup field Support for Custom Modules in Zoho CRM
Hi Zoho Team, Is there a way that we can get rollup fields from a Custom Related lists? Upon checking I didn't find it. Let me know if this can be possible now or Any updates on releasing this feature?Mark custom email fields as functional email for a custom module record
I have created a Client Services module which will contain a record of all active and inactive services I provide to my clients. There is a lookup field to the customer, account, assigned employee and related deal. This allows me to populate email templatesZoho CRM Constant Random Logouts
Hello, My name is Devon, I have been using Zoho CRM for a few years now, and every few weeks, Zoho will automatically log me out, even when I am actively working. This happens very frequently, probably every 15 minutes or so. Afterwards, the login systemAutomatically fill the "Company" field when the lead is created via the webform.
Hello, I have a webform with the fields "Name, Last Name, Email." This webform, after being sent, creates a Lead. Based on the email domain, can Zoho CRM fill in the "Company" field? For example: If I receive a submitted response with the email "user@zoho.com,"Error Logs / Failure logs for Client Scripts Functions
Hi Team, While we are implementing client scripts for the automation, it is working fine in few accounts but not working for others. So, it would be great if we can have error Logs for client scripts also just like custom functions. Is there any way thatSame function in multiple schedules
Hi, I need to use the same custom function in multiple schedules. I am passing in the last_schedule datetime which will determine what happens in the function, but I want schedules for multiple days and times. The schedule is for sending reports, so ITracking the activities associated with each lead
I'm having trouble consolidating the information i want into a single report...ideally I would like to be able to generate a report with all of the leads and every single task or activity associated with that lead..is this possible? For example: A leadNext Page
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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
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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, 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',
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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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