Auto Populate Data from One Module to Another
I have 2 modules. The parent module is Properties. The child module is Spaces. Properties stores data for an entire building including the city given address (single line), legal description (single line) and city (single line). To create a record in Spaces a Property from Properties will need to be selected. When I add a new entry into Spaces the Address is a lookup field that relates to the Properties module. I have the same titled and type of fields in the Spaces module as I do the Properties
Field Validation Function - How can I run on a Deal CREATE as well as an UPDATE?
greetings.. I am running some address validation logic using an onChange() validation on the field. When it runs during an edit/update Zoho CRM sends the Deal ID as part of the payload, so everything works. When it runs during a new/create operation,
Copy subform values from one module to another subform in another module
Hello all, I am struggling with something and I would like to ask for help. We have multiple occasions where we need to create a record from an existing record and copy the existing subform in the new record. For example we have a custom module called
Help understanding the sequence of data operations when a workflow function needs the modified value of the field that triggered the workflow.
Workflow triggers on user modify Shipped which is a date field. That same workflow runs function which needs to use the value of the field just modified. // Get value from the record and field which triggered the workflow shipped_date = zoho.crm.getRecordById("Size_Run_Reservations",size_run_reservation_id).get("Shipped");
Soft Phone Integration
I use a Bria Counterpath soft-phone and would like to connect it with my Zoho CRM so when i dial from the CRM the softphone receives the data and makes the call. is this possible?
Contacts Module - Layouts Vs Layout Rules
Good afternoon, I am a new user of Zoho One (still in trial period) and in the early stages of building our system. All of the videos I've watched on this subject advise on giving a lot of thought to your requirements before creating new layouts as they
Help Making Bar Graph: Which Stage each deal is in
How do I create a chart, Ideally for the home page but in a report or insights somewhere would be OK, that shows me VISUALLY which stage each deal is in? Here's something i whipped up in excel to show as an example: It doesn't have to look exactly like
ZOHO/Google Calendar Sync issues
I started using the ZOHO/Google Calendar integration. It seemed to work fine for a few days---but this AM I went and added a few items into my Google Calendar---and it does not appear to be syncing. I reset the ZOHO settings completely. Any ideas?
Zoho CRM integration with Autotask/Datto
Good day My IT Consulting firm uses Datto Autotask (PSA) for tracking tickets, contracts, customers, ets. We plan on maintaining Autotask PSA for this functionality, however we would like to sync customers and contacts from Autotask to Zoho CRM. This
Zoho CRM's V2.1 APIs!
Hello everyone! We are happy to announce the release of Zoho CRM's V2.1 APIs! Yes, that's right! While V2 is still widely used and stable, the new version includes a lot of most-requested and interesting updates. Read on to know more! Note This is just
Introducing routine messages in AskZia
Dear All, Greetings! AskZia is our conversational chatbot designed to provide on-demand responses to your queries. You can prompt Zia with different messages like "leads created today" or "list of deals that closed won this quarter", or even ask for guidance
Deluge or Flow expects CRM to return record id as integer
I've written a custom function in Flow to search Zoho CRM for a Contact by email address, then return the Contact id. I'm getting the following error: "Argument type mismatch - Found 'TEXT' but Expected '[BIGINT]' for the function 'get' at line number
Add Phone Number to Log a Call page
It would be helpful to add the contact's main phone number to the log a call page. It seems the logical process would be to hit "log a call" then go to dial the phone from that page. With the work flow in place now, I have to dial the number from the contact page, then while the phone is ringing, remember to hit "log a call."
Get Zoho CRM Report content by API
I used https://www.zohoapis.com/crm/v2/Reports/<report_id> API to get reports. I only got metadata. Is there a way I can get Report content (records) by the API?
Blueprint Automatic Transition option missing
When I create a transition in my blueprint, it does not show the option to make the transition automatic. I have tried on both continuous and non-continuous blueprints. The screenshot below shows a new transition being created, with no auto option. Is
Forwarding emails from CRM
Hi there When viewing sent emails within a record, it only gives the option to reply or reply all. There is no functionality to forward a previous message to a client (together with attachments) and we are effectively having to re-create emails instead
Generating Reports from Multiple Modules?
I have contacts in two different modules due to our funnel. I'd like to generate a report based on the contact's email address (which is the same in both modules) using data from both of the modules. For example, jon@doe.com is the email address of a
I no longer can see deals in a particular stage.
Totals are present in header of stage but never loads individual deals any longer. The system seems to be locked on the loading animation.
Redefining api names for custom fields in user module
Dear Zoho CRM team, I have added new custom fields to the user module. Now, I would like to change the name. How is this possible? I am not able to find the option in the api section in the settings, see screenshot. Can you please help? Best Regards
Ecommerce agency - Multi stores
Hello, We are a small eCommerce agency that runs and operate stores for clients in the fashion industry. A moment before we expand ourselves to more clients, we decided to create ourselves a one stop shop CRM that covers all the aspects of running a successful eCommerce business. What do we do ? Vendors management for our clients vendors Catalogue and product management Inventory management Marketing - for both retention and conversion Customer support - in various channels Sales - Shipping&Fullfilment
How to Embed Youtube Video in Zoho CRM Templates
Dear Team, I would like to embed our Youtube videos to Zoho CRM templates. I tried figuring it out. But I could not do it. Is there a way to do it? Please help. Regards, Aishwarya
Default Meeting Duration
In Zoho CRM, the shortest "Default Meeting Duration" is 30 minutes. I need the default to be 15 minutes.
Sand Box
Based on a discussion with Zoho, there is no sandbox option within the CRM. I am curious as to how users develop and introduce changes to their platform without having a sandbox to develop and test in. Thanks in advance. Ron
Purchase Order Numbers
Hi there, how can I please tell zohoCRM where to start from issuing a PO Number please? I can't edit the field "PO Number" that's in the module however if I try to add a new field (I've called in P/O Number to differentiate), made this a recurring number
Zoho Form with auto add row in subform by Custom Function
Hi there, I have a question about custom function for integration (API) between Zoho form and Zoho CRM. I did created a name list form to record participant who will be attending the class by Subform method in a ZOHO FORM. I will use custom function to
Dashboard Reports - Add Component
I would like to add a dashboard component that shows sales this month but I get this error: You have not selected any grouping columns in your Source Report. There must be at least one Grouping column in the Source Report. Why do I get this error and
Have the Lead Source change depending on the email's format that is received
Hi all. We have leads coming to us from various websites. A user visits a website, submits their details via a form, which then sends us an email. What we want to happen is for a new Lead record to be created and the Lead Source field automatically select
Using Google Drive with Zoho CRM
I like the concept of storing all my documents in Google Drive and have two questions related to its use with Zoho CRM: 1) When I add a document to a contact in Zoho and choose Google Drive, it fetches a master list of all my Google Drive documents regardless
CRM Integration owned by user from a different Zoho Customer?
Hoping someone had similar issue, as we are at a dead end trying to resolve this with support. We created a demo crm plus account a few months ago, converted to paid, and we have been battling an issue where desk will not integrate to crm, and desk will
Leverage Social Media for Getting Leads | Zoho CRM
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Deluge Script For Updating Lookup Field When New Record is created
Hi There! I am attempting to build a Workflow in CRM, when a new record is created is fires a function. Essentially, I have another program that creates new records in a custom module automatically using Zapier. There's a field in this custom module that
CRM Certification Procedure
Hi, Am in a position of Delivery Manager/Learning Manager of Race2Cloud Technologies a Partner of Zoho Corp, wish to know the CRM Certification Program as our developers want to know as few of the developers appeared in Creator Certification and obtained
Sort searchRecords results
Hi I am having a hard time figuring out how to sort the results of the searchRecords results in Deluge. I can get it done with getRecords. I am trying to pull all contacts that are my own, and then sort them by the date added to zoho. I need it to return
Deploy sandbox changes to another sandbox
Hi all, Is it possible to deploy/ transfer sandbox changes to another sandbox environment instead of directly to production? Due to work processes in my dev team (stage middle step) they'd need to try changes in a second sandbox/ test environment before
Avoid duplicate record in Contacts and Accounts during Lead conversion with Custom Function
Hi Experts, I having problem with custom function "zoho.crm.covertlead" command in my script. I have a Lead A record about to convert, and the Contacts A is exist in the record. During the Lead Convert it will auto generate become Contacts B but instead
Attaching emails to Opportunity (Deal) from Outlook Add In does not show in Account related list
Hi, There seems to be an inconsistency for how emails are represented when using CRM on the various modules vs when using Outlook add-in. When an email is sent from CRM, from the Deals module, the email is visible in the related list from both the Deals
Filter subforms
I have a subform in my Deals module, which is a lookup to a custom module (an offerings catalog) so I can associate multiple offerings to a single deal. How can I have the subform filter the lookup options? My use case is that we have a checkbox field
Remove "Send Email" from only certain modules
Hi there, I saw another similar question regarding removing the "Send Email" button from modules, but have further questions. Id like to know how I might configure profiles/accounts to have access to the EMAIL portion of certain modules, and not others.
Zoho CRM Segmentation FAQ - Post your questions
Hello, Greetings! We hope you are well. Segmentation is the primary step in Marketing to know and classify your target audience into groups based on their purchase pattern. In the best interest of your benefit, we have been publishing FAQs about segmentation
Multi-line field full size without stretching the box
Hi There, Is there a way to have a multi-line field remain one size without having to stretch it while editing it? When in view mode, you see the entire field. But as soon as you click to edit this field, you get only a few lines and no longer see
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