Using custom CRM fields

Using custom CRM fields

I have created a series of fields in the Deals module that need to be linked to fields in a contract I have customized. I can only see how to map standard fields, not the custom ones. How do I do this?



        • Recent Topics

        • Automation#27: Retain Ticket Owner on Moved Tickets

          Hello Everyone! This week, we present to you a custom function that retains the ticket owner when a ticket is moved from one department to another. Here’s more to help you understand the custom function: At Zylker Techfix, Alex, the Support Engineer manages

        • Lookup field, odd issue

          So I tried creating and app that has the names of engineers so I can use that for a lookup in the other apps that are being created . I add the look up in a new app, launch the app and when I try to fill out the form its just blank in the drop down menu

        • Zoho CRM Workflow Merge Tag For a File Upload

          Hello, is there anyway to add a merge tag for a file upload field in Zoho CRM Workflow emails? I don't see it as an option in the drop down. Thanks, Hannah Moderation Update: I'm locking this post as a similar discussion is ongoing in the thread linked

        • Custom function daily limit and procedural programming

          Dearest Zoho Today, support confirmed that if I call a custom function from another custom function then I will use up two, with regards to my daily limit. A few times, we have blown our daily limit and that means that ordinary business processes don't

        • MORE BUGS: Client Script, Deluge and Widget JS SDK don't work as expected when trying to retrieve a record that has been "rejected" as part of an approval process.

          Client Script $Page.record is null when accessing a record that has been "rejected" as part of an approval process. Deluge zoho.crm.getRecordById(moduleName, recordId) returns {"status":"failure"} when recordId is a valid, but rejected record. OK... I

        • Lookup field - Can I avoid using advanced search?

          I have a lookup field in my app that has surpassed 500,000 records, now basic search is disabled and I'm forced to use advanced search. That adds multiple steps to what used to be very simple. Before: Select field > Type last digits of product code and

        • Zoho Flow reads record Tag as number instead of text string. How do I change it?

          I have experience with flow and have a number of them working. This flow is supposed to add a record in a custom module when a Contact record is edited or created with a specific tag. Trigger criteria is "Tag contains 'Athlete' ". However, the flow does

        • Calendar Overflow in Open URL popup

          Hi everyone, When Opening a form which has a date field in openurl popup, this happens. Is there any way I can change the calendar width and height or is there any other possible way this can be changed? Thanks.

        • Deluge Script - "Mismatch of data type expression" Error When Retrieving Account ID

          Hi everyone, I'm working on a Deluge Script in Zoho Creator to create Accounts and Locations. I'm running into a "Mismatch of data type expression" error when trying to retrieve the ID of a newly created Account. Here's the relevant part of my code: accountResponse

        • Issue with Exact Phone Number Match in Zoho CRM Search Record API

          Hello Everyone, I am working on a custom function that works as a REST API. This function receives API calls via a third-party webhook, where the payload data contains various details, including phone numbers, names, dates, etc. A single payload can contain

        • PDF API FROM ZOHO CREATOR DELUGE SCRIPT

          Hi I am in need of using a PDF Api to compress and Merge PDF files from zoho creator. Any support on this would be really helpfull any sample code for any PDF API would be extremely heplfull

        • Update field in “Validations on form submission”

          Hello, I have a hidden field in my form. I created a workflow that is executed when a record is created and triggered an event in the “Validations on form submission”. At this point I retrieve an external ID and need to add this value to the hidden field

        • Stop automatic email linking to deals after it is closed lost or Won & Done?

          How do I closed automatic linking of emails to deal which are closed or Won & Done? This is really important for us because sometimes if a new RFQ comes in the email is gets linked into an old deal which is lost or won and done.

        • Mapping for date field from one module to another.

          Hi there, I want to be able to map a date field(due date) in a module (sales order) to another module's(Purchase Requisition) date field(Promised customer date). Is this possible when the due date field is a zoho system date field while the promised customer

        • How to customize the task reminder notification email

          HI guys,  I hope someone can help with this enquiry: We have included an additional/new field of information when an activity is assigned/created, however this new field is not part of body of the task reminder notification e-mail that is generated by

        • Multiple contact email linking for a deal

          How can I add multiple contacts to a deal to have their emails auto link to a deal. At the moment only one primary contact is available for a deal, but we work with manufacturing and power plants where multiple contacts are associated with a deal and

        • Error when changing user permission from read only to user.

          Hi there, Ive tried to change one of my users to be able to edit, however i kept getting the error user license exceed.

        • Support of Total Experience - for exclude/include non-relevant expeience

          Hi, Currently, in Zoho People for employees, we can use “Total Experience,” which is a system field that can be an either total relevant experience” or “total experience (i.e. relevant + non-relevant)”. But there is no way to have two different fields.

        • API (v2) Search Criteria using CONCAT

          With API I can search for a contact using First_Name and Last_Name. However, when I need to search the Contact Module using a full name — and because CRM does not provide an API for full name — I am not finding a way to do this in the traditional way

        • SPAM

          Email notificaitons from Zoho People are quarantined by Microsoft. DKIM is configured and shown as authenticated but it seems that emails are not signed.

        • Zoho Billing in 2024 : A Year of Growth

          You asked! We listened! 2024 saw a lot of updates in Zoho Billing to improve your overall billing management experience. Let us take a look back at some of the major updates in 2024. New Features & Enhancements Sales Enhancements Create One-Time Invoice

        • Strange pop up windows when sales order saving.

          Hi, May I ask what's the meaning of this pop up window. Our client script don't have this setting..

        • Splitting a List into different rows

          I am getting a List from a for each loop. But I can't figure out how to separate each item that is separated by a comma. Example Zone 1 - Front Door,Zone 2 - Rear Door,Zone 3 - Side Door I need it too look like this: Zone 1 - Front Door Zone 2 - Rear

        • ZOho Recruit API hiring Pipeline

          I was wondering if it's possible to update the hiring pipeline using the API. I am messing around and I can change the status of the applications and it shows the application as rejected but the pipeline stay's at the stage that applicant was at. Also

        • Linkedin - Recruiter System Connect

          Hi there! Does anyone here know how to connect Zoho Recruit to Linkedin Recruiter via Recruiter System Connect?

        • Pay milage expense with undepositied cash

          Hello When I add millage, the only probable option to "pay through" is Owner's Equity. I pay for the fuel using undeposited cash but I can set "paid through" to undeposited funds while entering mileage. I do not have employees and this is the mileage

        • How to add new leave type?

          Hi All, I wanted to know on how can I add new leave type, if anyone of you can explain me in details on the process that will be very helpful to me, and I am using the latest update of zoho people. thank you.

        • Language Field on Contact Person-level

          Dear at Zoho Books, would it be possible for you to have a Field for 'Language' for the Contact Persons under a Company. In CRM and Bigin we could create a Custom Field (Dropdown) for this effect but without any present in Zoho Books we could never sync

        • 2025 Just Got More Exciting for Developers!

          Hello, Greetings to the Zoho Books Community! As we step into the New Year, we're thrilled to roll out something truly special for our Zoho Finance enthusiasts – the "Zoho Finance Developer" Community! This is your exclusive space to connect with fellow

        • Notify on new comment

          I would like to notify users when a new comment is added to ticket/request? So if someone is following request they would get email or text saying that comment has been added to this request. Or request/ticket owner get notified. Thanks Luis

        • Automatically add user on customer portal

          Hi Guys, I have a doubt about how to automatically add user details to the customer portal. Once the user details are submitted through the user form, those details should be automatically updated in the customer portal. how to do that any one have idea

        • Marketer's Space: A Look Into Personalization - How to Tailor Customer Experience Through Segmentation, Merge Tags, Journeys, and Dynamic Content

          Hello marketers, Welcome to another post in Marketer's Space. In today's competitive market, personalizing your marketing campaigns is no longer optional—it's essential. Personalization tailors your marketing campaigns to individual customers based on

        • How can I delete Customer Portal User?

          Hi, I have added two portal user. Now I want to delete these users (setup->customer portal->users), but I can only activate, deactivate and re-invite user. Before adding these users in customer portal, I have added them in contacts and after that I have deleted them. I  have added theses two user with my 2 different email id. The reason behind is before going live I wanted to test my invitation mail, how its looks in template and its embedded link to accept the invitation, whether acceptance link

        • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(1/30)

          ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 1月開催のZoho ワークアウトについてお知らせします。 登録フォーム：https://us02web.zoom.us/meeting/register/nLdH2Q2JRIm2Mm3TQ7W5eQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、

        • How to link Custom Fields in Ticket view

          Hi team, I have created 2 custom fields in our Accounts Module would like them to show in our ticket information. We don't have Enterprise so I cannot do it via a workflow, but I know you can do lookup fields to link modules. How would I go about making

        • Can I use merge tags with a conditional clause?

          Similar to Mailchimp's "IF / ELSE / ENDIF" functionality, I want to be able to display a sentence with a personalised field only if that merge tag is not empty for the given record. Is this possible on Zoho Campaigns? See http://kb.mailchimp.com/article/how-do-conditional-smart-merge-tags-work for how it works on Mailchimp. Thanks Phil

        • This mobile number has been marked spam. Please contact support.

          Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?

        • Telephony External ID field added in CRM

          Dear All, We have an enhancement for users with telephony integrations—introducing the Telephony External ID field. Let's get into the details! What is an external ID field for telephony? External ID fields in Zoho CRM essentially hold a record's reference

        • Error AS101 when adding new email alias

          Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

        • domain authentification on ovh and zoho

          I don't succeed in adding an domain authentification on ovh. Should i first create a subdomain? But this doesn't work either, ti gi ves te same screen and the next button is greyed out when adding the info received from zoho

        • Next Page