Filtering option by subform fields?
I have created a custom module where I have done two test implementations in the layout to experiment with input values. See the attached screenshots. Method 1 was creating a few pick lists (in the section called "IRL values"), and method 2 was using
Manage Topics missing from Actions drop down menu
Would appreciate anyone's help. Been trying to set up tags and every guide says to access tags through the "manage tags" button in the Actions drop-down - here it is in the Leads module. As you can see on the screenshot, that button is missing. I am the
Updating Date Fields from 1 module to 2 different Modules
Hi, I have a Clients Module in which there are 4-5 date fields which gets updated by our team often shown below: Now I have 2 linked custom modules naming Egypt and Benque with the same date fields. I would like to write a custom function so that when
Import leads creation time/date
Hi, How can I import leads which have a creation time/date in the past? I want them to have the same creation date in CRM
How To Change Zoho Search Shortcut In Zoho CRM
When using Deluge script editor inside zoho CRM it is very annoying when i want to use the famous Ctrl + / shortcut to mark the row(s) as note and the zoho search is suddenly opens. Is there a way to change the shortcut?
Another way to implement this than using subforms & possible to create chart visualisation in an Account view?
Hi, my users want to enter and visualise the following information in the CRM for each Account entry: 4 Jan 2023 1 Jul 2023 10 Dec 2023 7 Jan 2024 5 May 2024 CRL 0 1 5 6 6 TERL 7 8 9 9 9 BRL 6 7 9 9 9 ML 0 0 1 3 5 I have looked and found a way to do this
Email
My email is not sending through zoho.
After the codes I added to my website, ZOHO CRM information does not arrive.
Hello, we are new to working with ZOHO CRM. I added the codes you gave to the form sections on my website. However, when you fill out the forms, ZOHO CRM information does not come. Where are we going wrong? Below are our codes. Thank you in advance for
Preserving Lead Source field once it has been filled
Is there a way to keep the lead source as is once there is a value in the field? We want to connect Zoho CRM with Zoho Forms so we can know where the lead comes and since some of the leads are already in our system, we don't want to update their original
Custom Reports
Hi, I have a request regarding custom reports. I would like to know if there is a way to achieve the following operations. * Maintain the link to the customer information even when a row group is set up. For example, if I set a contact name to a row group,
Zoho CRM for Ring Central- Outbound call issue
Hello, I am having issues with Zoho crm for Ring Central. Over the past week, I have spoke with Ring Central and they they had their engineers try and fix my problem. They said everything is set up on their end, that it's Zoho CRM with the problem.
Custom module - update the email address field when a contact is selected
I've read a few articles around updating fields automatically but I really couldn't wrap my head around the code. Could you please help me? Module name: Contracts Field to select: Technical Contact Field to update: Email What i'd like to do is update the email field automatically when I've changed the Technical Contact field. I read that I need to populate the email field in order to make to make use of the "Send Email" button. (I know I can use the workaround for a mail merge but I didn't want to
Custom modules identified as a person record
Because contacts are people the Contacts module lets us do some fun stuff, like add a salutation, first name and last name by default, send surveys and sign documents. This isn't currently possible in custom modules as they are not recognised as people,
Validation rule overlapping client script
Hello, I have a validation rule that is overriding my client script. When the client script rule is met but not saved, a block occurs due to the validation rule. Is it possible for the client script to override the validation rule in some way? To be more
Need help with workflow execution when button is pressed (Button shall create a generic task with a reminder x days ahead).
We would like to create a few buttons that create a task on an Account/Deal/Lead records. At the moment we manually go into a record and add a new task that is usually a "follow up" generic task that will be due in 3 days. Is it possible to create a button
Make a task visible to Creator AND Owner
I would like to make Tasks visible to both their Creator and Owner. I have found this topic ( Task Permissions (zoho.com) ) and tried to follow its suggestion, but I cannot see how a custom field containing a copy of the CreatedBy username would allow
Filtering records by multiselect picklist field
I have a multiselect field with many possible options, and I would like users to be able to filter records by this field without having to remember and type in each option by hand when filtering. Ideally I would like users to be able to filter by choosing
Call Bar feature is now available in Zoho CRM
Dear All, We are here with an enhancement for our built-in telephony users. Upon setting up the built-in telephony, users get the Phone settings at the bottom of the screen — it helps them to set their availability status (online or offline), customize
Error when edit leads conversion mapping.
Hi I am trying to update Leads conversion mapping. When I click save this error is pop up.
How to set Validation Rules on Lookup Fields???
I cannot find the option to setup a Validation Rule on a Lookup Field. Here's my use case: We're in Real Estate so we sell Homes/Units We have a custom module called "Units" On the Deals/Potentials, I have Lookup Field called "Unit Selected" that looks
General Notes Report
We're trying to create a report that gives notes from any module (Accounts, Deals, Contacts). I was able to create one before the report editor changed to the current version. But now I don't see how I can do this. I can run a report on with the primary
Dashboard shared to everyone with all data
Hi everyone! We made a dashboard that shows the deals statistics, divided by territory. This works nicely for the administrators, but since other users are only allowed to see THEIR own deals, for them the dashboard comes up with limited data. How can
Set a default email template for quotes
How can I set an email template as default, so I don't have to select the email template manually everytime I email a quote?
Report criteria pattern out of order?
Can someone explain why Zoho CRM doesn't like this criteria pattern? ( ( ( ( 1 or 2 ) or 5 ) and 4 ) and 3) The error message is "Please check the pattern at 5" which isn't very helpful.
Predictive Lead Scoring
What is the best practice to implement Predictive Lead Scoring in Zoho CRM? Thanks & Regards Prashant Sharma
Conversion from Zoho CRM Plus to Zoho One
Hello Team, Has anyone ever moved from crmplus to zoho one? If I paid for the crmplus for a whole year, will the amounts be applied to zoho one?
CRM - Duplicate Email Check between Leads and Contacts Module
Is there a way for Zoho to check / error out when a new lead comes in with an email address that is already present in the Contacts Module? We convert our leads into contacts at a certain point in the sales process and occasionally we have that same customer
Rollup field Support for Custom Modules in Zoho CRM
Hi Zoho Team, Is there a way that we can get rollup fields from a Custom Related lists? Upon checking I didn't find it. Let me know if this can be possible now or Any updates on releasing this feature?
Mark custom email fields as functional email for a custom module record
I have created a Client Services module which will contain a record of all active and inactive services I provide to my clients. There is a lookup field to the customer, account, assigned employee and related deal. This allows me to populate email templates
Zoho CRM Constant Random Logouts
Hello, My name is Devon, I have been using Zoho CRM for a few years now, and every few weeks, Zoho will automatically log me out, even when I am actively working. This happens very frequently, probably every 15 minutes or so. Afterwards, the login system
Automatically fill the "Company" field when the lead is created via the webform.
Hello, I have a webform with the fields "Name, Last Name, Email." This webform, after being sent, creates a Lead. Based on the email domain, can Zoho CRM fill in the "Company" field? For example: If I receive a submitted response with the email "user@zoho.com,"
Tracking the activities associated with each lead
I'm having trouble consolidating the information i want into a single report...ideally I would like to be able to generate a report with all of the leads and every single task or activity associated with that lead..is this possible? For example: A lead
No emails in contact timeline?!
I'm having a hard issue understanding some of your "features"? 1) why are we forced to select between three different dropdown options in the contact page to see emails? Shouldn't your option ALL actually show us ALL emails? But it doesn't. It shows only
Trouble with a custom function in Zoho Flow, API, invokeurl, Gmail, SMTP error
I am having trouble with a custom function in Zoho Flow, using invokeurl, with send_mail. Error: "message": "Connectivity issue occurred when sending mail via your SMTP server", I can get it to send just fine from one email, but not another. In other
Custom Field Access in Estimate Module
The user is unable to view two custom fields created in the estimate module in books despite having read and write permission set for the assigned roles. The user was able to see those fields while creating estimates under Finance Module in CRM, but when
List of products purchased by a customer
Hi, i need a list of productos purchased by a costumer, so i can offer you a complementary product. I cant find the products module on my CRM and i dont know if can do that? Thanks.
Historic Records of a User
Question: If we have a Sales Person they are on the "Sales Person" for the Record and then for whatever reason that person is no longer with the company and we no longer need that User Seat, do those records keep that name in tact to that client so we
Layouts and Roles
Good afternoon, I've created 3 different Layouts for Leads (outside of the Standard view, which we aren't using) - we'll name them 1, 2 and 3 for simplicity. We also have Roles assigned to Users, again we'll name them 1, 2 and 3. What I'm wanting to achieve,
Sort a supform by date field
Hi, how can i sort a subform on a date field, so that youngest date are in first row? thanks Rolf
Introducing multiple location URLs and date picker in Webforms
Hello everyone, Webforms simplify the process of gathering prospect information by hosting forms on the website. The interested visitors fill the details and submit the form that lands into the CRM system giving the company an interested lead to follow-up
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