Products data not carried over when converting Quote to Sales Order
Hello, I've edited the Products module to add some fields that we need for our Quotes. After that I've edited the layouts of both the Quotes and the Sales Orders so that they could make use of these new fields. Some of these fields are lookup-fields while
Created multiple blueprints, in which order will they be executed? Zoho CRM
Quotation of the day If you have created multiple blueprints, in which order will they be executed? Select one: a. Based on time created b. Based on user roles c. Based on the order in which they're listed d. Based on the last modified time Thanks & Regards
Opt out multiple email addresses in Leads module
Hi, In the Leads module the Email Opt Out field, will that only apply to system email fields Email and Secondary Email, or will it also opt out any additionally defined email fields that have been added to the module? Regards, Tony
does a pipeline only apply the deal module ?
I created a customized module in CRM， i found I can not set up a pipeline function in my own customized module
Schriftart open sans nicht für E-Mails aus Zoho CRM vorhanden
In den E-Maileinstellungen von Zoho CRM befindet sich nicht die Schriftart "open sans". Bitte hinzufügen!
Submit form and call phone number at the same time
We were wondering if there was a built in form that allows for the dialing of our call center once a user submits a form. Basically the user will fill out their information, click submit, and once they click submit it will dial our call center. Any
Changes to Terms and Conditions not appearing in the saved template?
Hi, I wonder if you can tell me what I'm doing wrong. I simply want to enter our Terms and conditions into the quote template. I followed the instructions here - https://www.zoho.com/crm/help/customization/special-fields.html This resulted in me selected
Coql
I want to use Coql to get all Deals where a specific field is null, and then I want the Contact_Name like "Peter Johnson". With fields like Modified_By, Contact_Name, Created_By etc, I can access the email and id fields by using dot notation like "Contact_Name.id
Workdrive for CRM Extension in CRM
We just installed the Workdrive for CRM integration and it is wonderful. I like that when you add a file to a DEAL record, it creates all the associated folders in the ACCOUNT Workdrive folder. I also like that when I create a new account it automatically
Function-14: Get record owner details inside a record with the click of a button
Welcome back everyone! Last week, we learnt how to display grand total of Invoices in words. This week, let's look at a custom function that helps you fetch the details of a record owner inside a record with the click of a button. Business scenario: Lot of factors lead to a winning deal. Besides the obvious of being the first of the vendors to reach out to a prospect and closely following up without overwhelming the potential customer, and arranging for timely presale support, the processes followed
Company images on Account - get a report/view of those Accounts that does not have image?
We use a few Account images - on the Account, we add the logos for each Account. Is there a way to get a report on those Accounts that does not have an Account image? I have not seen what report/field that would be. Anyone knows this?
Combine multiple records into 1 subform entry
I'm wanting to combine multiple records into 1 subform line on another record however there's a catch. Here's what I need to do: Let's say I have 5 records, each of them is linked to a product, however there are only 2 products among the 5 records. i.e
multi-select field
Is it possible to change a Multi-select field to become a Pick list. if so how do i do that as admin.
InvokeURL - Execution exception : 'Error due to - 'Internal Exception''
I want to be able to download an image/pdf from a url and attach it to a record in CRM. My code is as follows: file_attach = invokeurl [ url :imageurl type :GET ]; info file_attach; file_attach.setFileName(file_attach_name); new_attachment
Is there a way to change the view/information of Contacts in the list that appears in Accounts?
I would like to change what Information is listed in the columns below. When I view an Account and scroll down to view the multiple contacts at that Account, the below view is what I can see. If I want to see more information, such as the person's Title within the company, or other information, I have to manually click on each contact to see that. So if I am trying to quickly locate the Accounts Payable Contact from an Account, I can see as soon as I scroll down to Contacts who is who within that
Option to choose a Contact as Primary for an Account
Hi, Is there a way to change an existing crm contact hierarchy? Since we sync the accounts & contacts to Books, the first contact shown in CRM is considered in Books ar the primary contact. Over time, this causes some problems when contact are e.g. leaving
Need help: [Convert] Button to trigger a workflow or custom function
Hi, I have a "Convert" button where the Sales reps can click on to convert a Lead to Contact. However, I'd like our Sales reps not to be able to convert a Lead to Contact if the lead's email address is blank. Still new to Zoho, so I could really use your
Increase Target/Goal by $25k every month? (on the Dashboard)
We need something visual that shows us our total closing amount for the fiscal year. It doesn't matter what kind of Target meter or chart it is. I KNOW how to create a target meter with a static Target. However, we need the "Target" amount to increase
Change creation date of a lead
Is it possible to change the creation date of a lead?
Create a task if a condition is not met
Hello, I would like to automatically create a task in the Cases module if a certain condition is not met based on two fields (a Date field and the Status field). Is there a way to program a task to be automatically created if a certain date field is Empty
Deluge - Get last record created after created it from a custom Function
Hello people, I did a custom function to create a new quote from a deal everything is good except at the end when I try to redirect my user to that quote he just create by clicking this button that button is running a function that grab all the information
Zoho Desk integration in CRM - Granular rights
Dear Z Community, Please see screenshots below. We have the Desk extension in CRm up and running. When I enable the permission to it to a particular role then the corresponding tickets to a record appear in the relevant related list. But when I click
Custom function for closing date
I am looking for some help to create a function that will update a closing date of a deal to match the date of a custom field in a deal called "event start date".
CRM NodeJS functions
The image above is from the Zoho CRM NodeJS function documentation. I can no longer see the "Language" dropdown on the CRM Functions. (See below image.) Does anyone know why?
Need solution to update date field to today's date if checkbox is selected
Hello, In custom module named "Employment_Activities", I have two fields - "In Progress" which is a checkbox and "End Date" which is date field. I need a solution so that when "In Progress" is 'true', "End Date" is updated to today's date. From there
Adding Attachment to Mail using Send Mail API V2.1in Zoho CRM
I am trying to create a custom function where it sends a template email using the Send Mail API for version 2.1. In the structure, I would like to add an attachment which is available inside the record. In API 2.1, one can add in attachment by providing
Zoho CRM Client Scripts - can't fetch detail of a recently added Lookup Field
This is happening with a lookup field we added just yesterday. All other lookup fields are working fine. What could we have missed? The following code is how we fetch the records. client_record = ZDK.Apps.CRM.Clients.fetchById(client_id); But once that's
Search Records "in" Criteria Responds Empty
I am looking up multiple records in a linking module, linking Contacts and Accounts (which I've renamed to Entities) called Entity_Members. I want to get a list of matching Account IDs based on a list of Contact IDs through that linking module. I was
No chart available in reports for custom module
hey :) we created a custom module and we are not able to create a chart/graph for this module in the reports module in zoho crm. how can we fix this? not able to create a chart in reports module for custom module
Monitor Usage
How can I tell what one of my users has done during the day? How do I monitor usage for a particular user?
This COQL Select should return two records. Instead, it returns four...two of each record....duplicates. Why?
{"select_query":"SELECT Name FROM Designs WHERE Deal_Name.id = 4356038000093817156"} So, tried it this way, but this throws an error "A.Deal_Name" column given seems to be invalid. What's wrong with my syntax? {"select_query":"SELECT Name, Deal_Name FROM
Want update a date field based on most recent email date
I want to automatically update a date field in a Contact when a new email is attached to that Contact. This is a field created for the Contact layout called "Last Outgoing Contact". I created a function to do this, but it doesn't appear to work. //access
Share contacts from Zoho to all Exchange users with outlook
My goal is to make a global contact book with all of our customer's information that can be pulled up in outlook. Can this be done? --Chris Batchelor-- cbatchelor@cbctechnical.com
Is there any way to trigger workflow whenever user add a Note in CRM
I want to trigger a workflow whenever user add Note in the related list.
Can I have a custom "USER" field created in "Contacts" to be selected in a Deal Blueprint Transition
I have created a custom user field in the Contact module which I would like to be captured by a Deal Blueprint. However, the user fields do not show when adding transition fields in the deal blueprint. Is this possible?
Mail Merge fails on the email stage with error code 1003 when called via API
I am trying to create an automated Mail Merge that executes when a specific field in a Zoho CRM record is updated. The mail merge attaches the merged All goes well until it reaches the email stage and gives me an error 1003 on the progress page. The file
Can CRM Blueprint Transitions force a manual email like Zoho Desk can?
I want to force my employees to send a email in order to proceed to the next stage of a blueprint via transitions. The mail can not be automated as it requires manual intervention. Thanks
Automatically create a deal
Hello, I would like a help how to create a new Deal automatically when a new account is created. In my company process as soon as a new software trial is applied a new account is created. So we do not manage so much the lead module. Please help me because I have already researched and I did not find any way to solve it. Thanks PC
Fetching Sub Folder with Deluge
I have written some script in Deluge to fetch a folder dynamically via a custom module, then save a merge file in the folder from the deals module. I have that running perfectly now. The problem is I actually want to save the file two levels deeper in
Focus Group webinars - Emails in Zoho CRM
Emails in Zoho CRM always go hand-in-hand with sales processes. From sending basic emails to a lead, to setting up entire mass email campaigns through Zoho CRM's integration with Campaigns, you can do it from a single space rather than having to switch
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