Map fields from module X to a lookup field in subform in module Y

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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 such

• Custom Function : Automatically send the Quote to the related contact

  Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow

• Function #50: Schedule Calls to records

  Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM

• Function #37: Create a Purchase Order from a Quote

  Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,

• Function-2: Round-Robin assignment of records

  Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the

• Recent Topics

• Power of Automation :: Incorporate your desired tasklist into a new project automatically

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• How to delete Inactive users?

  We want to delete inactive users from our system, but went you deactivate still the names are shown at the inactive section. How to get really rid off these names? Thanks for your response! Fabian van den Barselaar

• Events disappearing in Calendar

  To reproduce the bug: 1.- Add a new event in Calendar 2.- Type any name for the Event 3.- Click "Create" 4.- The event appears 5.- Click on the event to open it 6.- Optional: Edit the event 7.- Click OK 8.- After two seconds, the event disappears Now, click on another day and then come back to the inserted event's day. The event appears.

• Variable time for consultation.

  We would like to be able to not set a predefine time for the consultation. We wont be using this for the customer it's going to be use internaly to keep track of workers on the road that have appoiment and installation. Something in the line of a FSM

• Integration Zoho Books in CRM

  Hi, I integrated the CRM with Books. This allows me to display accounting documents assigned to a customer directly in the CRM. This is a very convenient option. Unfortunately, I can't find a solution to properly set permissions for my sales department.

• Scheduling Actions by Date and Reusing Webhooks in Journey Builder

  Hello, I’m trying to use the Journey Builder feature, but I noticed that it only allows scheduling actions forward in time, not based on a specific date. It would be very helpful if we could schedule actions ahead of time based on predefined date fields.

• New Customization options in the module builder: Quick Create and Detail view

  Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number

• Project Change Orders and Additions

  We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out

• Create Invoice With More Than One Item/Product

  I was trying to use Zoho Flow to automatically create an invoice when an opportunity is marked won in Zoho CRM. However, you can only add one item/product using the Create invoice module. Is it possible to add more than one item/product to the same invoice?

• Formulae field(Sum) not updating when a sub form entry is deleted

  Hi there, I was facing this issue wherein I have a main form called 'Work_order_Form' and in that main form I have a sub form called 'Items' and in that items I have a field called 'Print_Charges'. So in my main form I have a formulae field which calculates

• Regarding the integration of Apollo.io with Zoho crm.

  I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google

• Count of Distinct IDs when they appear multiple times within a selected time period

  I have a transactions table which includes the columns: date, customer_id and order_id. I want to be able to count the distinct customer_ids within a date range when those customer_ids appear across multiple rows (because they have multiple orders within

• How do I append customer number to invoice number?

  New Zoho Books customer using the free trial and trying to figure out how to append the customer number to the invoice number. For example, my customer number is: ACME My current invoice number is: 24-XXX I would like my invoice number to be: ACME-24-XXXX

• Double spacing issues in Zoho Mail

  Some of my emails are double spacing and others our single space very anoying, wanted to know how to fix the problem. Also, can't get my signiyure on my emails to be singled space someone please help!!!!!

• Have an input card for zobot that could collect Name, Email, and Phone or a message all at once

  It would be great to have an input card for the codeless bot in a form style that allows it to ask all relevant questions at once. at any point in the chat flow or conversation, This approach would simplify the interaction, making it easier and more straightforward

• Webhook Failure Alerts and Retry Mechanism

  Dear Zoho Team, I have a workflow in Zoho CRM that sends a webhook whenever a specific field is updated. Occasionally, the workflow fails, and I can manually check the errors under Settings > Automation > Actions > Webhook > Failures. However, these failures

• Zoho CRM not saving edited quotes

  When I am editing existing quotes, zoho CRM often gets stuck and I see only the red circle with line through it when I try to save my edits for that quote. This is destroying my workday. Help please!

• Introducing the Zoho Sign and Bigin integration

  Greetings, We're thrilled to announce that Zoho Sign has integrated with Bigin by Zoho CRM, bringing a seamless signing experience directly into your small business CRM. You can now sign, send, and manage your contracts and agreements directly from your

• Zoho Survey Partially Completed Send Reminder to Complete the Survey

  I have couple of survey's set up through a link webform. These survey's are not being distributed through email, only a website link. We get more than 50% partially completing the survey. Is there a way to send an email to these people? I looked under

• Dynamic Variables for Organization Names in Forms and Emails

  I’m currently using your platform to distribute a standardized questionnaire to various organizations, and I would like to make the experience feel more tailored to each recipient. Specifically, I’m wondering if it is possible to use a dynamic variable

• Migrate from crm plus a zoho

  Hello, it turns out that I migrated my account from CRM Plus to Zoho One on the same administrative license, and when I reviewed what CRM, Desk and Sales are, IQ they are with another organization, I do not migrate, for example I enter CRM and I can see

• Custom Modules - Zoho Desk - iOS

  Hello, everyone! In the iOS version(v2.8.9) of the Zoho Desk mobile app, we have introduced support for custom modules as a related item to the standard modules like Tickets, Contacts, and Accounts. This new feature allows you to capture unique information

• Update Candidate Status Through Workflow in Blueprint

  Hi Team,  We have a blueprint built out with custom functions that update particular fields based on candidate actions. When particular fields are updated we need to move the candidate forward in the blueprint. We tried to do this through a workflow,

• QR Code generation - native

  All, FYI Google have recently depreciated their QR Code API refer: https://stackoverflow.com/questions/55021765/deprecation-of-google-infographics-qr-codes Annoyingly, this has meant we needed to change our links over to another provider. Creator team:

• Double Value in KPI - Zoho Analytics

  Hi Team, I tried to implement this in Zoho Analytics but couldn't figure it out. Here's the scenario: I want to display the total number of tickets created, along with the count of closed and in-progress tickets, all in a single KPI. How can I achieve

• Rich-text fields in Zoho CRM

  Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

• Archiving Contacts

  How do I archive a list of contacts, or individual contacts?

• Change default identifier field in custom module

  Hi, i have searched through several community posts and helpdesk articles but i have not been able to find a proper solution for our problem yet. We have created a new module which aims to provide similar functionality as the default "accounts" module.

• Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

  Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's

• Zoho Books - Branches - Can I cross-charge between branches?

  Hi,  We have two parts of our company, manufacturing and sales. The manufacturing side will invoice/bill the sales side for the materials and labour on each order.  I have recently discovered the Branches feature in Books and it fits well with our set

• Books Custom function - Not executing..

  Use case : Module involved = Invoice When an Invoice is "Approved", the "current date" is more than "n" days and the "Amount" to be received is more than 0 I want a cliq message to be triggered in a channel and to be executed Daily(Scheduled) at 10:30

• Delete Transactions in Zoho books

  Hi, Zoho books have been migrated from 01.04.2023. However, there are few transactions passed for the period 01.04.2022 to 31.03.2023. I would like to delete all the entries passed during that period. Can you please help in deleting the same.

• Generate access token(Google OAuth 2.0) dynamically using deluge

  How to generate Google OAuth 2.0 access token dynamically using deluge to Add the zoho books invoice data in google spread sheet.

• Placeholders for Multi-Level Discount

  I am using custom templates for Invoices and all other modules. Since i have activated multi-level discount (an early-access feature from zoho) "discount at line-item and transaction level", I need placeholders for using them in my custom templates. With

• Power of Automation: Streamline status update for linked issues.

  Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. We have

• How to have two separate views for different countries

  Hi there, currently i have two offices i want to add to zoho crm, one office is in singapore which i have already implemented fully. The other office being malaysia which i want to implement. One issue with this is we want the malaysia office users to

• Ticket View Across Departments

  I setup departments for the main clients I service, tickets inbound from specific emails go right to the departments. This helps with reporting for me. I would like a view of tickets assigned to agent, or unassigned, across ALL departments. Basically I am handling tickets across 3 departments, but I have to keep switching to see what tickets i have. I would like a view where I look and see ALL tickets across ALL departments.

• Merging 2 tickets

  Hi I understand how to merge 2 tickets already but find the process quite cumbersome. It is not always simple to perform a search that causes the 2 tickets in question to show up on the Ticket Screen, and this is the only place a merge can be performed. Doing a search for the customer or contact linked to the ticket displays all of their tickets which could be hundreds to sort through, you could do a custom search that only shows open tickets but doing that every time is also time consuming. Not

• Emailing a document to WorkDrive

  Does WorkDrive include the ability to upload a document by sending an attachment to an email address? (Books and Expenses include this functionality) If it doesn't is it under consideration? on the Road Map?

• 【開催報告】 東京 ユーザー交流会 2024/11/29(金) Zoho Oneを活用した社内DX推進事例の共有

  皆さま、こんにちは。コミュニティチームの藤澤です。 11/29(金)に東京ユーザー交流会を開催しました。10月の開催回に引き続き、多くのユーザーさんに参加いただきました！以下に各セッションの概要と登壇資料も掲載しています。ぜひご参照ください。 Zoho活用事例セッション：Zoho Oneで決め打ちDX~導入過程からコスパ・タイパを極めて効率化~ 今回は、株式会社T h e F l o wの若林さんに登壇いただき、Zoho One を活用した社内DX推進のことや、そもそも「DXとは何か？」というようなDXの本質に迫った内容まで多岐にお話しいただきました。以下に当日の発表内容と資料を一部抜粋して記載しています。

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