Automatic Portal invite
We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?
Whatsapp credit is automatically added without making any payment
So, I am testing to integrate Whatsapp to Zoho CRM. I try to add credit like this. I expect, after clicking 'make payment' green button then Payment Method pop up will show and I can choose to pay by Credit Card, Paypal or something like that. but that
CRM API Search returns no data
I'm attempting to get a list of active clients through an API call. This is done through a Node server with axios. The API call looks like this: method: 'GET', url: 'https://www.zohoapis.eu/crm/v6/Accounts/search', headers: await getAccessHeader(), params:
Possible to send Zoom AI Companion transcripts and summaries to contacts in CRM?
Title says it all. Is it possible to send Zoom AI Companion transcripts and summaries to contacts in Zoho CRM?
How to include record image field from Zoho CRM in writer
Hi, We’re using the rich text fields in Zoho CRM. How can we include these fields in Writer? They’re not in the list of fields? Solution or workaround? Same question about the main image of a custom module in CRM. How can we include this image in document
Make certain subform entries read only
Hi all I need to make specific entries on a subform to be read only for portal users. Ive added a field to my subform called 'read only' which is a picklist with the values of Yes and No. Ive set this field to be hidden as its only to be used in the function
Subforms and automation
If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM
Bug report - Mailchimp Add-in
Hi, I'd like to report a bug that is affecting our work. We have the Mailchimp add-in installed and we have configured it to be accessed by two profiles, Admin and Marketing: However, when users with the Marketing profile try to use the Mailchimp tab
Zoho CRM Blueprint 3.0 — What's in store for you!
Hello everyone, We hope all of you are doing well. We are excited to let you know that we have launched a set of useful enhancements in Blueprint. Here is a rather elaborate post on what those enhancements are and what to expect. Feel free to get back to us with any questions you may have. Summary of enhancements: SLAs now support automated actions apart from existing default email alerts. "Same-state looping" has been introduced. The During Transition settings now let you mandate Tags. Introducing
Can't find a way to filter for active accounts (which is business crucial)!!
Hi there, i couldn't find a proper way to filter for "active accounts". an active account is on that placed an order for a certain product or brand within a certain timeframe. This is a crucial search functionality for sales. I've been experimenting with
openUrl in blueprints
My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically
Enhanced Zoho CRM and Office 365 calendar synchronization features!
Dear customers, We're excited to share some significant improvements to our Office 365 calendar synchronization features, aimed at providing you with more control and a more personalized experience. What’s new Choose your Office 365 calendar: During the
Task Permissions
Is there anyway to have some tasks restricted to view just by the owner or creator?
Some fields editable in Detail View and others only editable in a full record edit
Hey friends! Curious if anyone knows why there are instances where default Zoho CRM fields cannot be edited on the detail view. For example, in the "Tasks" module, in order to edit the "Contact", "Reminder", and "Related To" fields, you have to edit the
How to overcome Zoho Deluge's time limit?
I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries
Turning Age workflow by countdown
Is there a way that zoho crm can send out automatic emails based on a person getting closer to a specific age? I have insurance clients that I want emails and drips to start as they turn 64 1/2. So basically its a countdown by days of of their birthday.
Workflow trigger based on old/new field value
Good morning, I have a field (X) which is automatically updated every so often. We track this data for various reasons and it's key, so I'd like to receive a notification in specific circumstances. We have a Pick List field which is one of the conditions
How to add filters on dashbord components - Zoho CRM
Hi, I need to provide users with filters (such as period) in the dashboard components. For example : today revenue, week revenue, but also a specific period revenue. The only way I've found for that purpose is Zoho analytics, I created my chart, but still
Add/Clone Multiple Opportunities for an account
We have a MRR partner model, so when we sign up a new partner I would like to create 12 cloned opportunities for each month without having to create 1 then close it individually 11 more times. Ideally I can label each and autofill the end of each month
Map Deal fields into Account module
Hi, my plan is to map certain fields from the deals with the connected account with the help of a function. I found a lot about the lead mapping process but nothing about field information that should be sent from deals to accounts. Is there anyone who
Dear CRM, please answer this simple question: how many leads have been created in (e.g.) january?
Is there anybody could explain why zoho crm do not have this information by default? Thanks.
Block user profiles from being record owner for Leads and Contacts
Hi, We would like to prevent some user profiles from being the owner of a Lead or a Contact. This is mainly to prevent human-error but also to make sure some custom processes are working properly. For example, there's no need for myself (as part of the
sync two zoho crm
Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.
Send an email template from Contact Module when a stage deal is closed won from the Deal Module
I have the following scenario: I need to send an email template from the Contacts Module when the stage of the Deal/Potential Module is Closed Won. I tried the following approach: 1. I created a workflow in the Deal/Potential Module that updates a checkbox
Integrate Google Chat with Zoho CRM for seamless collaboration
Hello everyone, Sales is a team sport and sales reps have to be in constant communication with people inside and outside their organization. While email remains the most effective channel for important conversations, sales reps often collaborate via chat.
Function to Create a Pop-Up Window on CRM user(s) next Sign-in?
Hello I am trying to create a custom function that I can initiate through a Zoho Flow I am thinking.... Trying to figure this out. I want to be able to trigger this and either add a custom message (that contain GIFS ?) or possibly even play a custom made/uploaded
Self Client Token Generation
I have used the code created from Zoho Api Console to generate access token but as the code has maximum 10 mins expiry time I have to manually create the code again and again. Is there any other way to automate it? I mean any API to create the code for
Lead Status
According to lead status (i.e. interested, not interested) contact owner should be change, how do I solve this question. Hint: Use of dummy account.
Managing independent contractors
We use Independent contractors as our field techs. I'm looking for a solution to be able to manage there timesheets, payments, and etc
Run a Python Script
Hello, I am wanting to create an integration that would take in a PDF file that is attached to a Module within Zoho CRM, gets the data from that PDF, then creates a new PDF based on that data. I am able to do this in python, however, I haven't been able
Create Campaigns in Campaign module. Work on auto assignment of policy records to these campaigns.
Hi Team, Please check the below code & Screen Recording as per our requirement. Could you please provide the deluge script as per the screen recording. We expect the code for Automatically add the policy records under the Campaigns. (With Relationship/
Bulk update date format
Hi, I'm trying to bulk upload data, including Date fields from csv file using php sdk. (v2) All the fields successfully update except all Date type fields. The field mapping code (taken from zoho examples) is $fieldMappings = ZCRMBulkWriteFieldMapping::getInstance('first_date',
Why do my Accounts have two Contacts sections?
When I click an Account I see the name, phone, address, parent account, territory. Then there is a section called Contacts which has 5 contacts. However, when I keep scrolling down (or click the Contacts item in the left menu), I see 33 contacts, which
Add cover page to mail merged document (Writer)
I need to generate a single document from multiple CRM records, so I do a mail merge with a Writer template. Is there any way to automatically give this document a cover page? If you include the cover page in the template, it will of course be repeated
Custom Multi-Line Field Email Checker ?
I see there is on the Marketplace great extensions for both the phone checker and email. Unfortunately neither are a good use-case for how we operate. I am looking to create a custom function (whether this be through Button or Kiosk) where once clicked,
How does the Workflow Recuring work?
I had made a couple of workflow rules for a client's CRM. But I dont fully understand how this works, when I set it up like the below pic, I expected it to work like this - On a date 1 week after the First Instalment date value, this workflow should trigger
New functions in formula builder in Zoho CRM
Dear Customers, We're happy to share some formula functions that will boost your application and bring a new level of functionality. Whether you're working with strings, dates, times, or numbers, these formula functions are designed to make your life
Automatically set the default VAT percentage on a quote
Every time I create a quote, I have to manually adjust the VAT and activate the checkbox for 21%. But all of our quotes include 21% VAT. So now occasionally, it happens that the checkbox is forgotten, and the customer receives an incorrect quote (without
CRM feature request: required file upload
File upload field does not have the 'set as required' option: Other fields do, e. g. a pick list: In some cases I'd like to make a file upload mandatory when creating CRM module layout.
Generate automatically Sales Orders when deal changes status
Hello, I need a function to automatically generate sales orders when I change the stage of the deals/potentials. I have to create a workflow rule: When deal/potential stage changes to "Pedido", then activates a function to automatically generate a new sales order record mapped to that potential/deal. In the new Sales Order record, I have some mandatory fields I need to update as follows: Fecha (date field)--> needs to be updated with current date Fecha de validez(date field) --> needs to be updated
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