Update a lead on an existing Deal
Our DEALS module allows an existing account or existing lead to be added. Often times we work a deal with a lead. I would like to be able to update the deal to show that the lead has been converted to an account. Example at the time a lead is convertedSubform loop not listing all records
Hi, We have a script that should transfer subform records from one module to another subform in another module, but it is only pulling the last record and looping it in the other module. Please see script below and advise on how we can modify it to pullNo Refresh Token created when generating Access Token
The issue is the same as discussed in https://help.zoho.com/portal/en/community/topic/missing-refresh-token-in-respose - no matter what parameter I send, the refresh token is always missing. I have tried all combinations of access_type=offline and prompt=consent,How do we integrate Zoho Forms in Zoho CRM
How do we integrate Zoho Forms in Zoho CRM?Introduced "Delete configuration" option in Zoho mail Add-on Settings
Dear Customers, We're excited to announce a minor enhancement to the Zoho Mail add-on settings page. We're pleased to introduce the "Delete configuration" option for admin users within this screen. This option is specifically available for users withCRM Custom Deluge Function "Composition"
I have an custom function `foo` in CRM automation, let's say it's attached to a workflow rule `X` in module Deals. Now I also have another workflow rule `Y` calling another custom function `bar`. Is it possible to call function `foo` inside `bar` at all?Zoho CRM no longer finds company name when adding new contact
I have 100+ company names listed under clients in my Zoho CRM account. Since recently, Zoho no longer finds the company names for existing clients when adding a new contact in the CRM system. Instead I can add the same client name for a second time, creatingHow to create an account from a contact automatically
Hello, We have our website with forms, so all the contacts are created automatically in our Zoho CRM. We want to manage the contacts by territory, so we need a custom function to create accounts automatically from all the contacts received, as territories only work from accounts and not from contacts. Thank you.Canvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our helpfeedback from client using call to action button in Email template
Hi everyone, I want to create an email template that contains a button, and this button when clicked will notify me back. can anyone tell me the way to do this. thank you in advanceSetting a Blueprint transition via Deluge and Transition Ownership problem.
I'm doing some relatively "advanced functionality" by setting the Blueprint controlling field programmatically. I've got two modules and each one needs to control some of the stages in the other blueprint. The api is lovely and works fine, except thatWhat is the best way to search contacts associated with specific account types?
In our system we obviously have contacts that are associated with Accounts of different types. For us, Accounts can be Customers, Potentials, or Lost Customers. What we would like to be able to do is search for a list of contacts who are associated withBulk change- closing tasks
I need to do a bulk change closing all tasks that have a particular status. I've looked at Macros and Bulk transfers and can't see how to do this.update a multi-select field
Hi everyone, I am trying to upate the value of a multi select field (with one of the option existing), but I am unable to do so. Running : "updateResp = zoho.crm.updateRecord("Accounts",AccountId.toLong(),{"Financement2":"Achat"}); where Financement2 is the multiselect field and Achat on of its value but got an error : {"code":"INVALID_DATA","details":{"expected_data_type":"jsonarray","api_name":"Financement2"},"message":"invalid data","status":"error"} Can anyone help me? Thanks in advance.Being not able to assign a contact to multiple account in CRM
Dear Zoho Team and Member, I have started to Zoho 6 months ago with my 10 employees. I spent more than +600 hours to build up the modules inside Zoho one. There is one thing which ı clearly do not understand. We are not able to associate a contact toMultiple Criteria in COQL WHERE Clause
Hello all, I'm having issues learning how to properly use the Where clause in COQL. If I have a query like this.. clientSearchMap = Map(); clientSearchMap.put("select_query","select id from Contacts where Account_Name = '" + accountId + "' and Relationship_to_HouseholdUnable to rename linking module API name once created
Moderation Update : We are yet to support rename for linking module API name, and it would be best to continue the discussion in the below forum post as this will help us track the feature request and keep you all posted with an update being made accordingly.Is it just me or has their customer support dropped off?
We have used zoho for years. Used to be you could get on the help chat during USA business hours and get a helpful person. The last few times i have had a help person on chat, they didn't seem as knowledgeable. I tried to get on chat a couple of daysI want to copy the Adress Data in one form (Leads) from one field to another field if the billing address is the shipping address
Hi, I try to create an automatic function, that copies the information of the (billing) address fields (street, post code, city, land..) in the equal fields of the shipping address, if the created checkbox billing address is shipping address ist markedHow to add a function to delete records.
Hello, I'm trying to make a function to a delete record after a field is updated to a certain response. What I have is the Leads, with a field called Prospective Student Status; and when it's response is Accepted, a duplicate record is created in theBanging my head trying to parse XML
Hi I am trying to parse an XML in ZOHO CRM. I was able to add a field for the XML to be uploaded so it can be parsed later So far I am able to get the file data just fine, and even to get to the important node of the XML (it's embedded with CDATA) ButHow to Cancel Scheduled Call using API
I can schedule calls without a problem for a lead using API. But when we try to cancel all the scheduled/overdue calls for a lead via API, it does not work. Here is our existing script: void Closecalls(int moduleId) { relatedTask = zoho.crm.getRelatedRecords("Calls","Leads",moduleId);Use ZohoDocumentSign fields in email template/workflow
I am sending out a quote and one of the items they choose in the quote is their payment term(Monthly,Quarterly, Yearly). Once this is signed we send an email via Workflow Rules for some people to do manual tasks. I would like to include this field, "Term",Export limit increase, email templates in reports, extended grouping options, and more enhancements to Zoho CRM reports
Dear Customers, We're happy to announce some useful enhancements to our system that will elevate your user experience with data analysis and reporting. These updates empower users to delve deeper into their data, extract more meaningful insights, andCustom Function To Auto Assign A Task Template to Request
Hello, I'm new to custom functions and attempting to write a custom function that looks at the "request type" assigned to a new request and automatically assigns a specific task template that has been created. Request Type = PIT Training/Certificationmultiple fees type
Is it possible to get different type of fees for a single company (for instance the HR team with "Professionnel" accounts and one Admin with a "Entreprise" account) ?Complex field availability
I use a picklist to manage the "stage" in a custom module. I need to constrain the list of available selections based on the current selection. Example: Pick list is A, B, C, D, E, F, G If current value is A, then only show B and C. If current value isDeal to Closed Won when Invoice Paid
How would I create a custom function so that when an Invoice is paid in Zoho Billing the associated deal is marked as Closed Won?Creating Links to attachments in CRM
I have created an application in Zoho Creator that incorporates some information from CRM. One of the things I am trying to do is create links in the creator app to Attachments in CRM. When you request the related list for attachments it returns an objectAuthentication - MFA Zoho Applications
I have the following issue: Let's say several person use the same Zoho CRM account. is it possible to set up a MFA for each person for a single account ? I am afraid that once one person log in to ZOHO CRM with the MFA, the other ones cannot.Function to copy a Formula(Date) field into a regular Date field?
Hi everyone! I've written a formula to determine a certain Date, but it doesn't get recognized by a workflow. I'm wondering how to write a function that would copy that date into a regular date field that I could then use.how we can make it so that when we create a new Sales Order, the entire list of products with the default quantity is automatically added to it?
Hey, everybody! We are about to work on a large trade show. Our task is to speed up the process of editing Sales Orders as much as possible. Can you tell me how we can make it so that when we create a new Sales Order, the entire list of products withwhere to look for the OAuth token if I have a desktop application?
Hi all. I am new to Zoho and would appreciate any help. I want to import order table from my python script. I have registered the desktop application in the console and got Client ID and Client Secret. Now I need to get the OAuth token. However, I don'tUser not receiving notification when tagged in a CRM note
I have a user that is not receiving email when tagged in a CRM note. Where do I configure this notification?Workflow rule for anniversaries do not trigger
We want to send our clients and automatic birthday email each year and have the rule to trigger "Yearly" based on our clients "Date of Birth" so the way I understand it, is that this should trigger each year on the correct day and month since the informationDepartment breakdown by company
Hello Zoho community! Is there a way to show an horizontal hierarchy with deparments within one account? Right now I only found a way to show vertical relations within Accounts and Parent Accounts. Should we create an Account per Department? ie: ParentImporting Contacts - Almost ALL mapped fields showing as blank
Hi, I am having an issue importing contacts over to Zoho. I create a .csv as required, and in this csv I include the following fields: Company Name Contact Name (separated into first and last name) Phone Email Title Address Street City State Zip CodeZOHO is SLOW
Is it just me here in the UK, or is it happening everywhere? ZOHO CRM in particular is running so slowly as to be unusable. You need to sort out your servers Zoho, if you aren't going to start losing customers, this is simply unworkable. It just tookModify System Generated Notifications?
Is it possible to modify Zoho's system generated email notifications? For example, in building a workflow for the Tasks module, I can set a task to "Notify Assignee" which will send a system email to users. The text within that email (and the subject,Customizing Ownership Re-Assignment Email-Notifications when the Task Owner is Changed
hi, we would like to customize the Ownership Re-Assignment Email-Notification-Template. Is this possible? We would love to add the "related-to" field into the email to let the recipient know whats the task about. best regards reinhardNext Page
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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 otherDirectly 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 number[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool
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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 thisConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho 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 Activities
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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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