Updating Lookup Fields via Workflow
Good evening, We currently have an "Opportunities" module which creates a deal between Tenants in our Contact Module (Contact type is 'Tenant') and our "Properties" & "Units" module. The units are apartments within a property, so they are linked too.Populate Account billing address with existing Contact mailing address
I am a new Zoho One trial user trying to learn the ropes and fully anticipating to become a subscriber at the end of my trial. I would like to be able to take a contact record and generate an account record that looks up and populates the associated contactAuto reference population
Hi community, Please can someone help me with writing a fucntion? I need the auto reference number to only populate once a deal has been marked WON. Thanks in advance!Back Date Entry
Can I create back date entry ?View all mails of all contacts in Accounts
Hi all, Is there any option to show ALL emails from ALL contacts in the same account at once instead of having to select contact by contact?Function Line break
question about line breaking, i'm creating a fiction that will display a script for people to use when they make a call.. the following code is what im using, But i cant get the return to use \n, or any type of line break. Any help? f ( (input.contactowner == "Lenni Cabral") ) { return "Yes \n Lenni"; } else { return "notlenni1"; }The problem in mail template with URL construction containing the email address.
We have many Zoho mail template in which we create a link from User Email, Contact Email and another parameter. For example, www.name.com/productID?parameter1= ${User.Email}¶meter2= ${Contacts.Email}&... Before today on click we got correct URL: www.name.com/productID?parameter1=Get all fields using COQL
Hi Is it possible to get all the fields of a record using COQL?. Something similar to select * from Accounts in SQL.Seeking Assistance with Zoho Sheet ID Extraction in CRM Deluge Script
Hello, I am currently working on a Deluge script triggered by a button in a custom module in Zoho CRM. My goal is to extract the Zoho Sheet ID from a Zoho Sheet file within a designated WorkDrive folder. I am exploring the feasibility of the followingzoho CRM fileds
This is a two part question In my Com Request Module I have a formula filed (gross margin) In my subform I have a filed commission % I need to calculate gross margin * commission % input (which is not always the same), but this is not possible becauseCrm- subforms and deluge
Due to the current limitations on automation with subforms i find we need to update the main form with data from the subform. In the main equipment form is a field called equipmentstatus. In the subform is a field called status. I would like to to updateHow to convert Quote to Sales Order with Deluge script
Hello; Is there any way to convert quote to sales order via function just as zoho.crm.covertLead() function? ThanksZOho CRM API endpoint to fetch Notes.not working.
Hello with reference to the documentations given for the notes https://www.zoho.com/crm/developer/docs/api/v5/get-notes.html The API looks pretty simple and PUT andd GET should work. i was able to create the access token and it looked fine. but when iMulti-select field choice restrictions
Hello! I have the following question: I have a Multi-Select field in Zoho CRM and I would like to restrict the options the user choses from based on what he chose as a first value. For example: Let's say my Multi-select field contains the following values:Set default value for Multi-Select Lookup field
Hello, I have a multi-select lookup field on my Potentials module in which I am storing who our competitors are for a project. I would like to know if it would be possible to set the default value of this field to "n/a" (not applicable). Thank you!Scheduled Actions is disabled in my entire organization (CRM)
Hello Support, This is highly urgent I don't understand why and how the scheduled actions feature is disabled, the following photo is an example from the workflow-rule: https://crm.zoho.com/crm/org742785069/settings/workflow-rules/4782950000107177149How to enable "Save and Create a new one" option in a Wizard
Hello Team! I am setting up a Wizard for one of our custom modules. We need to create a record associated with a contact, account and a deal. Once the Wizards finishes for the specific record, I would like to have the option to "Create a New one" butZoho CRM portal access.
Hello everyone, I think I am blind and I can't find the information for some reason and it's driving me nuts. I created an portal the default one that gives access to the contacts. I invited a user and he as access and he can make changes to his data.Custom list view: Scroll bars now appearing inside individual records
Scroll-bars now appear in one of my custom list views, at the end of every record. I've made no change to the custom list view, so this must be the result of a change on Zoho's end. How do I get rid of them? Best regards, MarcusHow to see Visitor Point in Zoho CRM and how to sync it with Zoho Campaign contact score?
Hi, I am a complete beginner to Zoho CRM. I am currently an intern and I have been assigned the task of building and syncing the system from Zoho Campaign to Zoho CRM. I have pushed the contacts from Zoho Campaign to CRM and now I want to categorize themGet DealID when Deal Created?
Hi What's the easiest way to grab the DealID when a deal is created? I want to add it to a custom field on the deal. ThanksFunction-6: Sum up multiple quotes grand total associated to a deal.
Welcome back everyone! Last week, we learnt how to - create quotes from deals with just the click of a button. This week, let's look at a custom function that sums up total value across the quotes linked to a specific deal. Business scenario: Assume you created a deal pertaining to a particular product category that your organization is engaged. This deal is linked with all the related quote records across customers. Or another deal related to all businesses done in the current fiscal year with aDeluge script execution on new lead creation
I need to create a Deluge function that executes on addition of a new lead. I need the function to inspect two fields from the lead record and set a value in a third field. How do I go about accomplishing this?Same Currency Quote and Deal
Hello !!! Is it possible to restrict the currency of a Quote to the same currency in the related Deal? If i create a Deal with a currency A, and then I create a QUOTE from the same Deal, I would like to have the same Currency between Deal and Quote. HowZoho CRM is HIPAA Compliant now
Hello everyone, We have been overwhelmed with the increase of usage and popularity of Zoho CRM across a range of industries over the years. It is now time we expand our compliance management a notch, to provide a more secure, confidential, and rightfulFilter Based On Related Module's Value
Not sure if anyone here has solved this problem, but I have difficulties to filter/create a view based on the value of other module. I have a custom module called 'Subscriptions', in which there's a lookup field to 'Contact'. So if we see the respectiveSearch Records within last 7 days based on email address
Hi There, In workflow I am trying to create a script that checks if new records have matching email address fields with any other lead record created in the last 7 days and then apply a tag to any records found. Search Records does not seem to supportMass email from Report output
Hi, I'd like to send a mass email based on a report output. The report is pulling multiple information from linked modules. Each line of the report ends up with a contact name, email and multiple field values pulled from the linked modules (some are customWhen creating contact Lookup County based on State Field
When my reps create a contact or account. I would like for them to pick a STATE (example IDAHO) from drop down. Then If they select IDAHO another field will show County Name (ie. Bonneville, Freemont, Madison) See Photo of Table. So Field CountyDisplay a list of recent @mentions made from the CRM Notes field
Hi All, One of our customers would like to see a list of records in the CRM, that they were recently @mentioned on. (in one of the Notes fields on a CRM record). Each @mention will generate an email notification to the mentioned user, but there does notKaizen #122 - Data Synchronization using Bulk Read and Notification APIs
Hello everyone! Welcome back to yet another insightful post in our Kaizen series. Consider that your organization is involved in selling laptops. Your sales team uses Zoho CRM for their daily activities, managing Leads, Deals, and inventory modules, whereasBUG! Loading new instance of CRM inside existing CRM Window
I have attached an image which is a screenshot of what's happening. We have tested on multiple machines with the same results. Follow these directions to reproduce the behavior: [list=1:8d1e6de7c2] *  Search for a term in the right hand search field (make sure the term exists in a "quote" category. *  When the results show, scroll down to the "matching quotes" results group. *  Click on the "Potential Name" of one of the matching quotes. *  It should then try to load an entirely newCRM/Forms/Sign
from CRM I know how to create a button in a records detail flow, that will open a window with a Zoho Form, Then when that form is completed it create a Zoho Sign document for signature - how do I get this Zoho Sign Document back into the CRM - specificallyRecommendation in Zoho CRM & Products : Inventory?
Hi team! I have a software company that sells licenses (products) and services (Software factory). Therefore we have 2 business units. We are using Zoho One, so we have the entire suite available The Software Factory Unit has different "products" basedQuote Template - Multiple Pages - Page Breaks
Hello All, When a quote is created that has many line items, we have seen that the quote can be generated over two pages. The problem with this is, pages after page 1 will not contain our "header" which contains information such as company logo and address and page 1 will not contain our "footer". Essentially, the table containing the quoted items cause the page to grows and wraps over the remaining pages. The template editor has no way of entering page breaks and according to Support there is noZoho CRM SDK: Is "domain_name" stable?
Hi everyone! The ZOHO.CRM.CONFIG.getOrgInfo() call from the JS SDK returns an object that has a "domain_name" field. Is this value stable or is it possible that in the future somehow it will change? I would like to use it to find if I'm running in productionZoho CRM Community Digest - December 2023
As we bid farewell to the past year, we're kicking off the new year with a roundup of exciting developments, discussions, and insights from the Zoho CRM community. Let's dive into the December Digest and get a sneak peek at what's in store for you inclient script to validate custom field
I'm new to Zoho CRM. I'm trying to solve a problem. Here is my pseudo code create a new deal serial_number = user input check serial number (user input) against serial number in all records in product module if serial number (user input) not found inZoho CRM conference pre planning tips?
We are trying to track all of our leads who will be attending an upcoming conference. We are reaching out to them individually (some via email, some via phone call, some in person), and we want to track who we have contacted and what their response is.Internet-connected version of GPT
I am currently working on integrating Zoho CRM with ChatGPT to enhance our workflow efficiency. While I have successfully completed the basic integration, I'm facing a issue. My objective is to enable ChatGPT to search online resources for more comprehensiveNext 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 otherImmediate action required by Notification SMS users
Attention dear customers, This announcement seeks immediate action by CRM Notification SMS users to update their telemarketer aggregator for notification SMS compliance. We would like to bring to your attention an important update in the Telecom RegulatoryUnveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it'sNew 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 numberCross 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
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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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