Update fields based on fields in other modules
I am trying to figure out how to have fields update based on a field input from another module. One example is I have a field in my deals called "Job Number" that auto-generates when a job is created. I want that input/number to show up in a field on
5 Ways Zoho CRM Increases Customer Retention
Do you know how does a business acquire revenue and grow further? It can only be possible either by getting new customers or by retaining its existing customers. Pareto’s 80-20 principle is applicable in every business, and according to it, 20% of existing
CANVAS - Champs permission - problème ?
Bonjour Je créé un champs avec comme permission uniquement Administrateur informatique. Seul lui est cencé voir le champs. Malheureusement, avec CANVAS, cette "permission" n'est pas dupliquée. Ainsi, tous mes users peuvent voir ce champs :-( Une mauvaise
Need pass ZAPIKEY in headers not in Params
Hi All, I have created deluge function getRecordById and function is responding according to my requirement. I have to execute this function with the third-party and got the endpoint for executing this function but my concern is ZAPIKEY passed as params
Cannot get automated scheduled call to map account details
Hi all I have creayed a custom funciton that will schedule a call for 3 days in advance if the call sint answered, it works perfectly, howver i am unable to get the accoutn details to pull through, please can you adviise where i am going wrong here, I
Say NO to Duplicate Leads and Contacts
Two Methods! It is important for a company to make sure that the CRM account is free from duplicates records. Basically, there are two methods to keep a check on duplicate CRM data: One is to prevent creating duplicate records The other is to clean your existing data of all the duplicates. For all those who are aware of the Zoho CRM features that help you eliminate duplicates from the existing records, I shall move on to the new feature that we released recently to take care of the former method.
How do I filter accounts in a report that do not have a potential in a certain pipeline?
I want to filter accounts in a report that do not have a potential in a certain pipeline associated with them. How can I do this?
Zoho CRM and Docusign
Has anyone been able to push information from Zoho CRM and pre populate Docusign form bundles? For example, the Contact Name in Zoho CRM would automatically map over to a Contact Name field on a Docusign form?
Get Notified of Which Changes Trainee Makes to a Lead?
We want to track all changes a new hire is making so that we can review and make sure it's being done right. We have a workflow that sends us an email notification when a lead is updated BUT it doesn't tell us which fields were updated. Is there a way
Email Address not found
I've created a custom module - I've created a record in that module, and there is an option to send an email from the individual record I created, when I click on "Send Email" button, I get an error message that says "Email Address Not Found", We are
Zoho CRM automatic configuration
Is there any way that we can find out how to verify that our users have their e-mail configured with zoho CRM.And to force it when we find one is not configured.
I cannot see restriction option to Report folder.
Hi everyone, I cannot find such option. Is it the plan related issue? I am a Profession plan? Thanks in advance.
Zoho CRM
Good afternoon, I have a question in regards to building a workflow rule. Is it possible to build a workflow rule in which we ZOHO CRM does not automatically add to Customers the persons that we placed in CC and are from the same company? To explain
Contact Privacy
Good afternoon, I was wondering if you could help me with the following: Is it possible to have the contacts of a certain contact owner private for other users? I have tried entering in setup - email - email sharing, however it is still possible for me
Reorder Reports Folders
How can you reorder Reports folders? I have added a report folder for some custom reports that I have created, but it is at the bottom of the list. I'd like to move it up closer to the top.
Create a follow-up meeting or call instead of task
Hi, after one of the stages is closed in CRM it is possible to "add follow-up task". I am wondering if it is also possible to create a meeting or a call instead of task as a follow-up after closing a stage? Thank you!
Is it possible for a date formula to return a null value when using "If()"?
I want to add days to a date ("Acceptance Date") ONLY if there is a numeric value present in a different field. Currently the date formula returns the Acceptance Date if the other field is blank, which I don't want. Open to suggestions...
How to move custom module entries to Contacts
Hi, I have several forms created with Zoho Forms, which feed the data (emails, names...) to custom modules. How can I make that information available in Contacts as well? I would like to have them tagged there so that I can use Automation for email campaigns.
Zoho CRM TimeZone at which Schedules run
Hi Team, I have configured a Schedule in Zoho CRM to run daily at 6 AM. Does the 6 AM refer to 1. Timezone of User who had configured the schedule 2. Organization Timezone 3. Zoho Server timezone. We need to configure schedule based on our Org Timezone,
Locate Map button not working
In the Contacts tab, when I am viewing a contact's information, there is a Locate Map button next to the address information fields. When I click on it, I get the following message: "To view this contact's location, please fill in at least one address
Zoho is so sloooooooooowwwww! (Creator, CRM, Books, Inventory, Analytics )
I know this happens from time to time but this has been ongoing for over a week. We use a lot of Zoho apps but the majority of them are running so slow. Creator Apps taking minutes to load, Zoho books getting timeout errors and the CRM is just barely
Replace First Name / Last Name with just "Name" ?
Separating peoples names into "first" and "last" names can be problematic. Many people have between zero and many "first" and "last" (or "given" and "family"), names, so in our system we just store "Name" and "Preferred Name", where the person can put a full name, (however long or short their name is), in the "Name" field for billing and any legal-ish correspondance, and if they want to be referred to as something else day-to-day they can enter a "Preferred Name". CRM Seems to lock us into a First
Zoho's ridiculous limitations
Zoho, I just tried to send mass emails (2000) and I noticed some limitations. I noticed I couldn't select all 2000 contacts and send them email in one fell swoop, which would take 30 seconds. I discovered that if selecting all 2000 contacts, mass actions are GROSSLY limited. I can do only like one thing. Then I decided then I will select some of the contacts to send my email. That's when I realized the limitation of the 100 list per page. I had to click next multiple times to select my contacts.
% discount shown in quotes instead the discounted qty??
Hi Zoho; Is there any way to show the discount in % instead of the discounted amount when you print the quote?? Regards
Would there be a way to add a drop down box for Zoho Projects in a Deal form?
Hello there. Currently I am trying to see if there is a possibility to add a drop down box that allows the user to select Project Names from the Projects module? So for example on the page layout for Deals, if I added a pick list into the form, would
Showing meeting acceptances in CRM that originated from Outlook
I invited 2 CRM contacts to a Zoho Meeting using Zoho CRM's "Schedule Online Meeting" function. The invitations were sent out and the meeting appeared in the record for each contact. I have had an email response in Outlook saying that one of the contacts
Filter by profile picture leads in CRM
I want to filter leads base on profile picture, there is image uploaded or none. I can't find it on advance filter.
how to pass email as param to invoke url
I have custom function for my button contDetails = zoho.crm.getRecordById("Contacts",contactId.toLong()); email = contDetails.get("Ryze_Username"); header_data = Map(); header_data.put("Content-Type","application/pdf"); file_object = invokeurl [ url :"https://radiant-gorge-88984.herokuapp.com/reports/:email"
Report Schedule
Hi Is the report schedule options going to be updated. We want reports to be sent on say the First friday of the month or set them for the 1st but if the 1st is a weekend not send until next business day. Alot like how tasks are set you have custom options
Triggering Workflow
Hey I am using ZOHO CRM with the extension with Active campaign, From active campaign all the data was receiving into CRM, but from CRM those data has to go to google sheets, It was done in workflow rules but the data was not gettiing triggered in the
How do I create a Credit Note from Zoho CRM
Greetings to you all! Hope somebody can help me with this one.... Here's the issue: When I create a Deal on Zoho CRM, I create a function to create an Invoice in Zoho Books. I need to create a Credit Note the same way when I create the Invoice, in case
Business Custom Fields
Is there a way to add custom fields to the Business Organization?
Copy fields from one module to another
Hi, I'd like to share a field between two different modules. Specifically, I'd like my contact form to include a field that is available on the associated account form. Accounts have a field called "status" and I'd like to include that field on all the
changing fields access rights using Blueprints, functions and workflow rules.
Hello, we have so many use cases that we want to change the access and edit rights to certain fileds based on Blueprint stages or certain events. for example I want some price fields to not be read only for some user profiles after certain stage. we
Associating Contact with Multiple Accounts
Hello- We have a use case that comes up from time to time where an independent contractor purchases our services on behalf of multiple companies that we do business with. However, that contractor does all of their business using a single email address,
Prevent email deletion
Is there a way to prevent email history from being deleted? If an employee deletes an email permanently from their email client (Outlook, gmail, thunderbird, aol, etc), then the email is GONE. Is there a way to prevent this prom happening? Also looking
Lead Status is locked and cannot be reverted.
HI, i can only change a lead status via transitions, it cannot be reverted afterwards and I cannot change the lead status via the lead status field. i cannot find the settings to change this option, would love for some help. Thanks a lot !
Field Formula for Alphabetical fields
I have two fields I would like to merge into a formula field if field2 is not empty, otherwise put field 1 only in the formula field. Here is what I have tried so far without success: If(${Contacts.field2}!='',${Contacts.field1},${Contacts.field1}' &'${Contacts.field2})
Replacement for Call Log?
I'm looking for general high-level design ideas to replace the built-in Call Log mechanism with something simpler.
Fatal error: Uncaught Error: Class "zcrmsdk\crm\setup\restclient\ZCRMRestClient" not found
I am trying to connect zoho crm to my website to read data. I cannot get past the title error. I have installed the sdk in my folder through composer require zohocrm/php-sdk. I am also including the name space at the top of the file use zcrmsdk\crm\setup\restclient\ZCRMRestClient;.
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