Add multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesmanExtending Age in Days to all date and date-time fields!
When it comes to filtering records based on a date field or a date time field, you would usually count back the number of days and enter a specific date in the criteria. This could be quite tiring. But here’s some good news. “Age in Days” is an option that allows you to filter records based on the number of days rather than a specific date. This was available only for a record’s Created Time. It has now been extended to all date and date time fields. For example, you can now instruct Zoho CRM toFormula fields - Request for dynamic recalculation / proper implementation
Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formulaCOQL Query, trying to add GROUP BY and SUM
hello I play with coql, works good this my code and the return json (excerpt) queryMap = Map(); queryMap.put("select_query","select el_quote_date, Grand_Total, Contact_Name, Created_By from Quotes where Created_Time between '" + before + "' and '" + curIf I write "attach" or "attachment", but forget to attach something - please give me a pop-up box to remind me to attach something!!!
Hi Zoho Team, This is a feature in Gmail that I really appreciate, because it stops me from doing embarrassing things. It would be great to have it in Zoho CRM as well. The way it works in Gmail: - I write "attach" or "attachment" in an email, but forget to actually attach something. - I press SEND. - Gmail gives me a pop-up window saying "You wrote the word "attach" but did not attach anything. Do you wish to attach something before you send this email?" - I get a chance to attach something. I useAccess Sales Order line Items in Deluge
Does anyone have a Deluge snippet that shows how to access an Order_Items from a Sales_Order? Thanks in advance! BrenednAutosave
Why isn't there a feature that would ask you if you want to save changes before leaving a client's page? We have lost so many notes because of this.trying to update data with deluge function
I'm trying to update a field trough a workflow with the following script. This script works fine as long as i use "save and execute" but as soon as I'm trying to use it in a workflow I get the following error: Data type of the argument of the functionZoho crm instant sync not working
I've been trying to get an instant sync set up between zoho crm and zoho billing to sync my contacts. I've followed https://www.zoho.com/uk/billing/kb/integrations/instant-automatic-sync-from-crm-to-subscriptions.html#:~:text=Webhooks-,How%20do%20I%20sync%20new%20data%20from%20Zoho%20CRM%20to,Settings%20%3E%20Integrations%20%3E%20Zoho%20CRM.Formula Help - Only Getting "0"
In my CRM, I have created 4 fields that should calculate based on the FFL Number. However, they're only producing "0" each time. What have I done wrong? They're all set to return a String. FFL Exp Month Formula: If((Substring(${FFL Details 2.FFL Number},10,1))=='A','January',(If((Substring(${FFLZoho CRM search hot key does not work
Does this happen to anyone else?How to change export CSV column name to API name
I'm a Japanese user. The column names of the CSV exported using the following method are in Japanese. Data Administration -> Export -> request data backup It is very inconvenient if the column names are not in English when reading into the local DB. IsNon-mandatory Fields in Blueprint
Hello, I've created a blueprint in Zoho CRM and I've added an associated item with fields that I would like to pop up for that stage. Right now when the fields come up, they are showing as mandatory and the stage won't change until information is added.Paid Marketplace Extensions and Administrators
Good afternoon, We've found a paid extension we'd love to use, however this is only something we want for a single field agent. They have a unique Role assigned, so that is easily done, but there is no way to untick Administrator, meaning we are forcedImporting from MySQL using Zoho Databridge connection not working anymore
How can we solve this problem?Send email from template to Contacts from a .csv list
We have a list of Contacts we want to send a holiday card to in a .csv file. We want to send just these Contacts an email using an email template. They are all already Contacts within Zoho CRM, but we've selected this specific group to send the holidayRelated List not showing in Portals
Apparently Attachments doesn't work in Portals, so I created two Related Lists for attachments. Both have a Lookup field to the Deals. One is showing in portals and the other isn't. Anyone know why this would be happening?Unable to Add Report into Default Home Page
Hey, I've created a Report and I want to add it to the Home Page. I've gone to Home > Add Component > Dashboard > Chose my Dashboard > But cannot find the associated report in the folder I've created. Could someone help please?Preview Emails with Merge Fields before sending
Hello, Are there plans to preview an email with merge fields before sending out? Currently, all you see in the preview are the merge field values, but before I send out the email I want to make sure the merge is working. Also, the saved emails only showAdd Custom Reports To Dashboard or Home Tab
Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! ChadSEND MAIL ISSUE
ZOHO CRM - CUSTOM FUNCTION - SEND MAIL When sending mail with the custom function in zoho crm - mails are not always sent. It sends email ONLY through the zoho deluge mail server and I cant even know through script if mail is sent!! On gmail mainly mails are not sent at all... we added a bcc and to check if mails are sent. However in SEND MAIL function you can use a template and this send email through your custom mail server but the issue here is that you are completely limited in the way to designCRM Deal API, Insert Record Error INVALID_DATA
I have pass json data and added require fields but getting below error, can you send each field name so i can make proper request to create record ? { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" },Possibility to deactivate stock in product
Hello, is it possible to desacticate the stock for all products in order to not have notification in quotes for instances (low stock etc) in workaround in can mass update stock field with high number (9999999) but I will prefer to deactivate Thanks forZohoCRM.mass_update scope unavailable to select in Connections setup
Introducing Image Upload Field
Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules. Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the recordWhat is New in CRM Functions?
What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days. Phase 2 Support to write the function code in Java, Python, and NodeJS. ETA: Rolled out in a phased manner. Updated Built-in Script Editor The built-in script editor has now undergone a major upgrade. Here are the old and new screenshots of theHow to Dynamic Pricing Based on Geographic Zones and State with Price Books"
I have following requirements but not able to create price books with State and Zone and how quote will get price based on state and zone. Please help me out how to do this. Task: Assign unit price in the quote subform based on the Price Book. CreateHow to sort leads based on Lead Status?
I used to be able to sort the leads in my sales module based on the Lead Status, but several months ago the sort function became messed up. Previously, new leads with a blank Lead Status would be at the top of the page, then Lead Status with a numberOn-line help
I didn't find the on-line help ... Where I can find it ?Zoho Motivator - Adding KPIs to Dashboard
Hi all, I've set up some KPIs and Targets and I'm trying to add the KPIs to a Motivator Dashboard within CRM. This works fine when based on an individual user, but if I try to add a Company KPI it fails - is there something I'm missing here? Kind Regards,Updating field in zoho crm when document is completed in zoho sign
Hello I want to update date in zoho crm, deals module when document is signed by my client via zoho sign. I'm using webhook for this, but this is first time I'm using webhook's. So the problem is I don't have idea how my deluge function should look toWrite If Condition with Contains Function
Hello I would like to create new function to categorize meeting according to description for example the user write in the description "Good Morning Brother", if the function find "Morning" contains in the descritpion update the field to Morning. HowJourney Builder "Save and Associate" always glitches and doesn't work
Video attached. No matter how many times I exit and relaunch the journey builder the "Save and Associate" button works 1 out of 10 times. This Is beyond frustrating because I spend more time trying to get an action to save than I do build my flow. I haveKaizen #114 - Geocoding Leads' Addresses in ZOHO CRM
Hola, code enthusiasts! buckle up for a new post on our Kaizen series. This week, let us bring the theory to practice and explore a real-world scenario of sales representatives. We will look at how to create a Related List Widget map in Zoho CRM's LeadDatecomp Function in Formula Field - Leap Year Error
As the title suggests, I've encountered an issue with the Datecomp formula function. When calculating the number of days between two dates, and when either the start date or end date is within 2 weeks of February 29 (leap year), the calculated differenceHow to create a button to print to PDF a quote
Hi all; I want to creat a button that is located in the quote page upper right part that is making directly the pdf export option when you click it. Can anyone tell me how can be done?? RegardsHow to embed a Zoho CRM webform into a Wordpress page?
I have created a webform in Zoho CRM. But when it comes to copying the code into my Wordpress page, I cannot find an option that Wordpress permits. I'm not sure if Wordpress has tightened up since all the current advice articles were written, but noneGlobal Sets in CRM
Last modified on 18/04/2023: Global sets is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Learn more about this feature in our help docs: Overview of global sets | Working with globalCustomizing Related LiIsts / Organizing Deal Data and History In Accounts
Our company is approaching the first full year of being Zoho users for our sales and marketing team. As we prepare for the new year ahead, we've noticed that currently there doesn't appear to be a means of organizing or structuring deal data (our referralsCRM function REST API response format
Is there a way to control the JSON response returned by the CRM function REST API? If I call a function using either OAuth or an API key it returns a 200 OK response with a string in the format shown below. I am using a particular feature of an externalNext Page
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Announcements
Extending Age in Days to all date and date-time fields!
When it comes to filtering records based on a date field or a date time field, you would usually count back the number of days and enter a specific date in the criteria. This could be quite tiring. But here’s some good news. “Age in Days” is an option that allows you to filter records based on the number of days rather than a specific date. This was available only for a record’s Created Time. It has now been extended to all date and date time fields. For example, you can now instruct Zoho CRM toIntroducing Image Upload Field
Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules. Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the recordWhat is New in CRM Functions?
What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days. Phase 2 Support to write the function code in Java, Python, and NodeJS. ETA: Rolled out in a phased manner. Updated Built-in Script Editor The built-in script editor has now undergone a major upgrade. Here are the old and new screenshots of theGlobal Sets in CRM
Last modified on 18/04/2023: Global sets is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Learn more about this feature in our help docs: Overview of global sets | Working with globalData migration extended to Services and Appointments modules
Hello all, Data migration—particularly between two Zoho CRM accounts—is an essential process that ensures a seamless transition of business data, thereby preventing disruptions and providing continuity. In line with that, we're excited to bring you a
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CRM is shut down
Hi, Seems CRM is shut down Update: We have reverted the update and it should be working now. Locking this post as the issue is now fixed.Show File Upload field in a Report
I do have a subform in a module where we upload files. I would like to generate a report where we can see all uploaded files from the same page. I wonder if is possible to get the URL of the uploaded file somehow. Maybe via Zoho Flow? Get Fetch File UploadHow to ensure the order in which functions and workflows are run on record creation.
Hi there, We have multiple functions that occur when a new record is created. These functions are each run from separate workflows, as each workflow doesn't allow multiple functions to be run from the 1 workflow call. Some of these functions require otherComparator module doesnt have Conversion option
I want to compare my salespeople to show how many Leads they have converted. There is no option for Conversion, not date, Is Converted? etc. Does anyone know of a workaround for this, it's so annoying I have tried everything. It seems strange that youWorkflow sending quote to zoho signs
Hello, Is it possible to have a workflow rule when after sending to zoho sign ? Thanks
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Sticky Posts
Zoho CRM Functions 53: Automatically name your Deals during lead conversion.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One suchCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,The Canvas module view gets an exciting face-lift
Announcement moderated on: 4th July,2023 The Canvas module view revamp has been successfully opened for all users in all DCs today. Dear All, We hope you're well! When it comes to business productivity, data organization and accessibility play a crucialZoho CRM Community Digest - September 2023
Hello everyone! Ready for a quick September roundup? We've got all the exciting announcements and engaging discussions neatly packed in this digest. Let's dive in! Spotlight: Every year, we recognize the top community contributors by conferring the MVPIn-person ZUG (Zoho User Group) meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community! We're excited to invite you for some lively Zoho discussions at our upcoming ZUG meetups to share and discuss all things Zoho. Our Zoho User Group (ZUG) meetups are designed to bring our community closer together,
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