How to "Append" when importing Contact data to a Multi Pick List
Inside CRM I can perform a 'Mass Update' to a Multi Pick List which gives me two options: 1) Overwrite and 2) Append. Append allows me to 'add' an additional value to whatever might currently exist in the field. However, if I now want to import data from
Import Contacts with matching Account ID's
I just imported my Customers (Accounts). I would like to match my Contacts to the Accounts by Account ID (created by Zoho when importing Accounts). I do not see a field match for Account ID when importing Contacts. Can this be achieved?
Deluge: how to fetch Zoho CRM subform data
Hey I'm trying to get data from a Zoho CRM subform "PG_Info" to show up so I can merge it into a Zoho Writer template. When I try the code below it returns "null" for all entries. Any ideas? Website r_Deal_Record = zoho.crm.getRecordById("Deals",Deal_Record_ID);
Subform
Specific Filed(s) get modified not working
Hi Everyone, I have a workflow rule to automate the Renewal Date Field. The rule will trigger when a specific field gets modified which is the 'Date Completed' once this field gets modified, 'Renewal Date Field' would generate a date +365 days to the
Validate Text Field based on the value in other lookup field in the same Module.
Hi, I want to validate text input when create a new record based on another lookup field selected value in the same module. The flow is, user will select the look up value first. Once done, next user will key-in the text input that needed to be validated.
Send leads to another custom module
Hello In our company, some of the leads we import dont work, disconnected numbers or people not interested. We would like to be able to send this leads to a custom made module. Right now we can only convert a lead into a contact. Is there any way to send
Limit available products in cases from drop down
Hi We have many products in our CRM which are "spare parts" inventory. We only have 4 main saleable products supported using cases. Is there anyway to limit that product drop down in cases to just those few products? Ty
Filtering Deals Using Last Activity Time "older than x days" or "between x and y days"
I wish to create a filter for the Deals module and save the view so we can display the filtered Deals list on the home Dashboard. I wish to save 2 views: - Deals with a last activity time of 3 - 8 days ago - Deals with a last activity time of 9 days or
Unit Price vs List Price
Hi Guys I am looking at setting up price books and want some clarity. In the product module there is "unit price". I have been using this price as our sell price for quotes etc. I presume though this should be our buy price from our supplier????? Is this
CRM Business Hours through the API/Deluge
Hey Zoho, We love the Business Hours function in Zoho CRM (see doc here). Is there a way to access the shifts that have been configured using Deluge, or through the CRM API? We would like to be able to use this feature from our code when we are assigning
USD vs AUD
Hi Guys We buy in fixed USD, but we sell and pay in AUD with FX Rate changes eg.widget 1 is $100 USD (never changes) but we pay AUD $142 What id like to do is use the unit price in USD for PO etc in the products module, and be able to quote in AUD to
Zoho CRM - Upcoming Features ...
Hi, We would like to inform you about the Zoho CRM features that we are taking up in the near future. Please go through this link. As a policy we will not commit any dates for any mentioned features. However we will try to roll out the listed features one by one in the period of 6 months time. We will keep you posted just in case we change our priorities with respect to any features. Thank you, With Best Regards, Dilip, Zoho CRM
User field support for subforms
Dear All, Subforms help you add and track data related to your CRM records. We've always supported most of the commonly used field types in subforms, so as to cater to your business requirements. Now we're happy to extend support to a User fields. Here's
Lead ID - What is it and what should it be assigned to during import? The mandatory field 'Lead ID' must be mapped.
Hi, I am importing my contacts from another CRM via csv file. In the Data Migration section, it says the LEAD ID field is mandatory, but there is no information on what this should be mapped to? Error message shown: The mandatory field 'Lead ID' must
Custom all fields in DEALS
Hello, I want to change all fields in "DEALS".....How to do it because some fields are locked. Thxx
Related List Link Target Type
Quick question, Is there a way to specify a link target type in a link created in a custom related list? I'm having trouble creating a proper "mail:to" link if there is an email hyperlink in a customer related list. Also, are you always forced to make a new tab on custom related list links? There are no documented attributes for these in any of the documentation. Please advise.
Blank page - Not able to edit
I have the same problem as another user: "I have an inventory template that I use to make service agreements with clients. When I try to edit this template, I get a blank page. Have tried refreshing, logging back in, etc., the problem persists. What is
Need to integrate php website pos with zoho
need help in integration
setup department
How do you create departments in the CRM system? For example: service Sales Repairs leads But in my organization we need to establish very different departments because we are a non-profit association that deals with at-risk youth
Deals with Leads and Clients
Can anyone tell me if there is any way to also create Deals with Leads? From what I understand it can only be connected to one module. It sounds like most users connect it to clients and track Deals or potential sales with existing clients but what
Cannot Click some buttons on the CRM
I cannot click buttons like "Add New" ( meeting ) in the Open Task menu, as well as, I cannot minimize the reminders blocking some information.
Is there a way to get the Country values?
I need to have the default country values available ( the one in the auto-complete ) Where can I find them?
Deduplicate Leads and Contacts
Please provide a way to check for duplicates that exist as a lead and as a contact. For example, when I search for an email address, I find a lead and a contact. We need to merge those two. Thank you always.
Populate field in Zoho CRM with account ID
I would like new accounts to have a field populated with their account ID. How do I do this? Business case: In Zoho Forms I can send notification emails that contain CRM field data. I would like the emails to include a link to the related Zoho CRM record but the only variables included in this are Zoho CRM fields.
Prioritizing contacts in CRM campaigns
I'd be grateful if you could give me ideas for this problem. If you wanted to prioritize contacts within the context of a certain campaign, how would you do it? For me the ideal would be having a new field in the contact<>campaign relationship, with the
I want to update a numeric type item used in Events in CRM with a function.
Hello. I am trying to use a function to insert a number into a numeric type item in Events in CRM, but I am not succeeding. I can update other items such as one line of text with no problem. How do I pass a value to a numeric item to update it? The image
Allow webform to trigger mass email with follow-ups
Hello, I have a webform that I set up with an automatic reply through auto-response rule. That works well, but then I want it to trigger a series of emails to the leads. How do I set that up? Thank you, Allison Lakacha
Build an extension on the standard Lead Conversion functionality
I am currently looking to create my own convert function and button. The reason is that I have a connected custom module, which is - at first connected to the lead, but all custom module records should be moved to the contact. While creating and testing,
415 Unsupported Media Type
I keep getting a 415 error when trying to enable notifications. cURL: curl 'http://localhost:3001/v1/zoho/enable-notifications' \ -X 'POST' \ -H 'Accept: application/vnd.api+json' \ -H 'Accept-Language: en-US,en;q=0.9' \ -H 'Authorization: Bearer
Is there any way to generate a 'report' in CRM that lists Contact IDs?
When I create a Zoho Sheet from a Contact List, I am given the Contact IDs. When I create an email template, I can insert the Contact ID. But, when I create a report in CRM, I do not seem to have access to the Contact IDs. Am I missing something? Does
Add ability to restore to previous version in Mail Merge Templates
We had an issue here that a user modified (badly) a mail-merge template. While the document properties shows 26 revisions there is no functionality in CRM Mail Merge Templates to revert to a previous revision. I would like to be able to restore
Issues with the Assignment Rules in Zoho CRM
I have created a workflow which triggers Assignment rule on Lead creation; I am trying to assign leads to 60+ Agents through round robin. However the leads are not getting assigned equally; Some agents are getting way more leads than other. Please resolve
How do I use Zoho Flow to run a Zoho CRM report with filters and export the results to Excel?
I would like to use Zoho Flow to run a predefined Zoho CRM report with specific filters and export the results to an Excel file. Currently, I use a robotic process automation to log into Zoho, click on the right selections through the web interface to
Hide Unhide field
Hi, we know using client script we can hide / unhide fields; but in our case limitations are 10 to create layout rule so is there any other way to hide the fields rather that layout rule ?? Thanks and Regards, Sidhant A.
Remove Company name from Consent Form
Hello, is there a way to eliminate the company name from the Consent Form? Thank you
Zoho CRM Web forms should not mandate the last name field
Hi Zoho Community, Does anyone else think that Zoho should update the web forms to have more flexibility, specifically with giving the Zoho users the choice to include the last name or not. As of now, it is a mandatory field that must be included. Would
Updating a field via Client Script
Hi all, I'm trying my hand at Client Scripts and am running into an issue, that admittedly is probably just JS ignorance on my end. I have a module where formula fields contain numbers. Here is the code that I'm using to try to add those values together..
Sales End Date
Hi New to Zoho. I'm trying to establish how best to report our monthly sales. Can anyone confirm if the Sales End Date is the same date as the Potential Closed Won date, please? We're not automatically updating the Close date to the date when the deal
How to retrieve Mails from multiple accounts?
When you create a lead you are able to capture the mail conversation between the company and the potential customer. Using organization emails you can send mails from different domains as well. The catch here is, that inbound emails are only retrieved
API Meeting Invite Email with CC and BCC
Looking at the CRM API 'Send Email' docs (https://www.zoho.com/crm/developer/docs/api/v3/send-mail.html), it appears that using API we can include a cc/bcc field. However, for the meeting invite that is sent out to a contact when creating an API meeting
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