OR Function
Hi, I'm trying to write a function that maps ZipCodes to region numbers. However, I seem to keep getting Syntax errors. Please let me know what's going wrong with this code. IF( OR( ${Prospective Students.Zip Code} == "12345"; ${Prospective Students.ZipChange Account Owner does not change owner of the Contacts of the Account
In the "Change owner" dialog window, it states: All contacts, open opportunities and open activities of the companies will also be transferred to the new owner. However, after changing the account owner, the Contacts ownerships are not changed to theDeletion of Lead depending on a field value
Hi! I got the following issue; I am looking for a way do automate the deletion of certain leads that are incoming via integration of Zoho Forms. Our web agency is building a testing tool to check on a daily basis if the forms on our website are workingZoho CRM Calendar - Hiding from other users
Good morning, We have some staff who have no use for the Calendar within Zoho CRM (Please note I'm referring to the inbuilt Calendar on CRM, NOT Zoho Calendar itself), so we wish to remove all ability to view this. I've hidden Meetings from the UsersCustomizing fields for multiple languages?
Dear All, I have a client that have users speaking different languages and they want to use the Zoho CRM modules in different languages. They would like to customize some of the fields. They want English users to see the field customizations in English;Workflow Conversion from Deals to Custom Module not Working
I have a workflow rule so that when a Deal gets to a certain Stage, it creates a job in the Custom Module. The issues I am having is if I have the workflow linking the portal user lookup to the Deals, it works and the portal user can see the new job.Tabbed area for different information
I have a custom section on the Contact layout. I need to add another one, but am concerned it will display too much information all at once about the Contact, and need to scroll to view more information. It would be great if the section is a tabbed featurewhen Whatsapp field then send sms
we have clients that dont have whatsapp. can make a workflow/function, that will send whatsapp massage, but if it fields then it will send sms massage?Retrieve Multiple CRM Related Records via Zapier
I have multiple Vendors associated to each Deal via a connecting table. I need to filter those associated records by a certain parameter (pick list in the connecting table), and then create line items of each of the associated records from the connectingany way to get records count in the module through CRM API ?
Hi, is there any way to get records count in the module(s) through CRM API without fetching all the data from the module ? Prior to fetch data from the module (for example via getRecords call) I need to know records count using CRM API (not account UI).Check box values in a CRM formula field
I would like to use a checkbox field as a boolean check for an if() statement. Is this possible? ie. if(checkbox = checked, 1, 0) Seems simple enough, but I can't figure out what values I need to check for - I keep getting 'Invalid data type' errors.Zoho Portals - Can Users Email
I have portals set up which is a Standard copy of the main CRM. However, there is no Email button. Other custom buttons are not showing either. Some of the Related Fields are also not showing. Are these functions available in Portals? Mainly the EmailHow to get email body using Zoho CRM API or Node JS SDK
Hi Team, I'm building custom zoho crm widget using Node JS SDK. In that application I want to show contact related emails including the email body. I'm using get related records to get contact related emails, but it only contain the message id, subjectCRM API Search returns no data
I'm attempting to get a list of active clients through an API call. This is done through a Node server with axios. The API call looks like this: method: 'GET', url: 'https://www.zohoapis.eu/crm/v6/Accounts/search', headers: await getAccessHeader(), params:Zoho CRM certification?
Hello everyone, I just started learning Zoho ONE and I have been playing with around 20-25 of the application in the suites. Now it’s time to get certified. I come from the Microsoft side of things where certification have proper name and learning material.CRM Campaign - how to mass remove contacts?
Does anyone have a solution for removing all contacts from a CRM campaign. Seems that one by one is the only option.Stage Bar in Leads and Custom Modules
Is there a way to get the Stage Bar in Leads and Custom Modules, particularly in Portals? It is very very useful for seeing the entire process. The Blueprint option doesn't really show the entire process.Kiosk Studio: Function FIX for Date/Time Field (Keep getting wrong format error)
I am using the foillowing function in my Kiosk Studio to update the previously entered Date/Time field from previous screen to update that to the same date/time field in Lead Record. Every time I 'Save & Execute' I get a Success but with 'Date/time FormatBest Practices for Granting Access to Zoho One Account
Hi there, I hope this email finds you well. I wanted to discuss the best approach for granting access to our Zoho One account as we consider hiring someone to work with Zoho Campaigns for sending emails to our customers. Currently, we have one user forCreate a function that checks if first name is the same as last name in Leads
I'm trying to create a workflow that has a function to check webform submissions. The function should check if the submitted first name is the same as the last name, if they are the same it would delete the Lead. We're getting a lot of SPAM submissionsCRM - Quantity in Stock zero
I can't create invoice in CRM, all Products show Quantity in Stock zero, although I have Items on stock in the Inventory module. I get this when trying to save invoice:Deletion Workflows
Hello, Unless I missed it, we can't create deletion workflows. My usecase is to auto-delete junk leads. We have field called lead status, and an agent qualify all our new leads. When it's a junk lead she chose the correspondant value in the picklist. My goal is that the system delete them automatically. Is that possible? Planed ?Contact_Name returns null
In the Deals/Potentials module there is a lookup field called Contact_Name: And in my deluge code I try to get the value like this: But it always gives me null as a result: What is the proper way of getting the associated Contact of a Potential/Deal?Duplicate Records Alert email
Hi, I have my CRM setup so that I need to approve any duplicates. I have an administrator profile, and so I get the emails alerting me of duplicates. However, I'm the only one. I have two other users I have put as administrator profile, but they do notAdd "Repeating" functionality to Calls
Tasks supports repeating tasks.... so why not calls. Phone calls need to be scheduled on a repeating basis for many salespeople. Then when they filter or report on PHONE CALL activity, they see calls, not tasks. It is not acceptable to have to scheduleApprove meeting via whatsapp
When scheduled meeting our lead/contact get whatsapp massage. can we ask him if he is comming, and give him an ubility to cancel meeting or approve meeting, and his answer will approve an a meeting or cancel it, (we have a picklist field in the meetingsUpdate a Lookup field by automation
I want to be able to update a lookup field based on a contact's action/field updates, but I can't find a way to achieve what I'm looking for, as lookup fields don't appear to be updatable via actions or workflow rules. Background: We have 4 segments inHow to use fields from referenced modules in workflow rules.
I have a custom module connected to Leads through lookup field. How can I use fields from that module as conditions in workflow rule that is triggered by lead creation?Calendar event link inside an email from Zoho CRM
Hello, I use a Zoho Form connected to Zoho CRM to create a customer record in CRM with a date-time field as an appointment request. Then, from Zoho CRM I have an automatization to send an email to my customer with the appointment details. I would likeContact Record Created by Zoho Forms submission is not triggering the Review Process or the Approval Process
I have a Zoho Form that is creating a contact record in a layout upon submission. I have also configured a review process to run on creation of a contact record in this layout and have me review based on a field that is required in the form. There isNon Profit Use - Household Relationships CRM
Hi! I am planning to setup Zoho CRM for non-profit use. In this case, I would like to be able to link accounts together (for example, spouses, or mother and daughter). I would want to be able to address either both of them or one of them in a marketingBuilt-in Website Field is not correctly checking for duplicates in the API
While executing an upsert (https://www.zohoapis.eu/crm/v6/Leads/upsert), setting duplicate_check_fields to ["Website"] is not always working and, for some records, inserts another identical record. Creating another field of type "single line" and checkingHow to update from one subform to another subform field
Hi, help with code of deluge for zoho crm to update one subform field from another subform field in zoho crmChange Custom Field from Text to Auto-Number
Hi, I've created a Custom Module to record Tenancy Information. The module has automatically created a Custom Field labelled Tenancy Name This Custom Field is a mandatory Text field. How do I change the Field Type to an Auto-Number please? Many thanks,in zoho crm, client portal, how to only show the active products?
in zoho crm, client portal, how to only show the active products?ThanksIntroducing Zia Presentation in Zoho CRM
----------------Moderation 3.0, Date: 10th May'24--------------------------------------- Zia's Presentation feature is now available for orgs in US, EU, IN, CN, JP, and AU DCs. Orgs., with Enterprise or Ultimate editions with 20+ user licenses can accessBlock user profiles from being record owner for Leads and Contacts
Hi, We would like to prevent some user profiles from being the owner of a Lead or a Contact. This is mainly to prevent human-error but also to make sure some custom processes are working properly. For example, there's no need for myself (as part of theURL to a specific contact
Hi, We are using a PBX to receive inbound calls. Our PBX supports popping up an URL for each call where it adds a variable to the URL. For instance: http://linktocrmsystem<customernumber> where it grabs the customernumber from the IVR or it just uses the customers phonenumber as a variable. The problem is that i don't see this format when clicking a contact inside Zoho CRM. Is it possible to create such an URL where it links directly to a specific contact?Transitions do not update fields until the record moves to next stage
We have a blueprint where a couple of stages have multiple transitions. If only some of the transitions are completed, but not all, Zoho does not update any of the fields impacted by the completed transitions. Is there any way Zoho can udate the fieldsHow Zoho CRM will consume Business Messaging Credit (Whatsapp) ?
let say I have 10 credits in Business Messaging like this I need to know credit consumption from Zoho CRM. How many conversation that I can make using that 10 credits? I really need to know so I can predict if my credit is sufficient or not. I have triedNext 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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