Zoho CRM Community Digest - March 2023
Hello Everyone! Here is a roundup of all the important discussions from the Zoho CRM Community. The highlights from this month include a few exciting announcements and many features currently in early access. Keep reading! Announcements: Zoho CRM has
Create Button with Linked Form
Hi, I have a form that I want my sales guys to fill out when on a call with a lead so want to create a button on the lead page that will take them to the form and update some fields and generate a PDF for the estimator. I have the button and form but
Notes to show in report
We use the Leads portion of Zoho. I want to be able to see the notes section when I look at a report. There does not appear to be a "column" that I can choose for notes. The report I am starting with is a Lead report. I would like it to show the Lead name, company, lead owner, notes from the lead, date of the note. Is this possible? Thank you!
Zoho crm Reminder Set in meeting
Hi team, I have code for the reminder notifications one hour before but for some of the hours, its is not working to update. Requirement : When the record is created, the reminder should automatically be set to 1 hour before the start time. here is the
Zoho Email Notification: Authenticate all email-sending domains to improve your email deliverability
Has anyone else received the email below? I'm totally confused because I already have my domain authenticated. Below are some screenshots and questions, maybe Zoho support can provide some help. For context I did already contact support over email who
Deals Module not Connecting to Contacts Module with Canvas
Below is a contact I have. As you can see under the standard ZOHO view, the Deals associated with this contact are visible in that white banded scetion Oddly - when scrolling down the contact module, the related list "Deals" appears again, but is blank
Help with adding a warning pop-up dialog box for sensitive records in our Contacts module
We have a requirement to add a “warning” in our Contacts module for certain clients who need “sensitive” handling. The solution is that a user could “check a box” to set the client to “sensitive” and then afterwards, if any user accesses the client record,
Remove image from image upload field through API call
I'm attempting to remove an image from an Image Upload field through an API call. According to the documentation it should be a PUT request to the Accounts record with the field referenced by its API name. The image should then be identified by its id
How to fetch current date in query filter of Totango Integration
Hi, Zoho Support. Good day. I have read your docs regarding COQL but I cannot find anything related to fetching the current date in COQL. Can someone please help me with this or is this even possible in Totango Integration? What I need is the correct
How do I identify records with same mail domain using API?
I want to get the count of records with email domain "@xyz.com" But using regex in search query API doesn't yield desired results I queried the records that ends with @igdtuw.ac.in , But this isn't giving any results.
Problem with appointment times showing differently in CRM and Google Calendar
We are adding events in CRM and have synced to google calendar. All events that we add show up on the google calendar correctly as Central time. However when we click on the appointment, the even shows up as Greenwich mean time instead of central.
Data Migration - Importing with Different Module Layouts
Hi, I am trying to migrate using the Setup > Data Migration utility. We have 3 different layouts that we want to import data to, however I can't work out what format we need to have the layout field in. I have tried the following which has not worked.
Date and datetime fields formatting and wrong data type issue when update or create
Hello, I'm trying to update a field in the Potentials module;update a datetime field with a date field value. But, I'm getting the error below. Code below: // get Deal records dealDetails = zoho.crm.getRecordById("Potentials",dealID); // get site survey
I deleted fields permanently and I don't know how to get them back
I was testing mapping fields on zoho crm to zoho form and I deleted a few fields permanently. The dropdown field doesn't appear anymore and others that now I can't map to Zoho forms. Please tell me how I can recover all the fields again. Thanks
Credit deduction for function calls
Good morning, As I understand, there is a limit to the number of function calls you are allowed to make in a Deluge application. So for every function call, there will be a credit deducted. Does this only apply to calling a custom function, like this:
Best way to create and email a table of filtered records?
Hey All, Not sure if anyone can help me; I'm trying to figure out the best way to email a list of records from a filtered custom list. I'm able to successfully get the records I need to display: records = zoho.crm.getRecords("House_Certification",1,200,{"cvid":289407000008968015});
How to have multiple contacts follow a lead when it is converted
Hello - We have an issue where we have several leads that belong to the same company - as we can get introduced at various levels. When the one lead is converted to an account - all the remaining leads / contacts do not convert with it. Only the 1 contact
how to add new industry
Please some one can help us adding new industry in new leads tab.
Zoho Query API return always 202 ( No Content ) when fetching data.
Hi! Im using Zoho Query API to fetch Zoho Purchase data. Recently I've been getting 204 ( No Content ) responses every time when trying to fetch "Purchase Data". Zoho Purchase : This is a custom module. Has anyone faced this issue before, and are there
Kaizen #27 - Layouts in Zoho CRM
Hello everyone! Welcome back to another week of Kaizen! In this post, we will discuss the Layouts in Zoho CRM. 1. What are Layouts? Layouts allow you to organize various fields of a module into sections. They also allow you to set layout-specific properties such as mandatory, unique, default, etc, to various fields. Every module has a default layout named "Standard". You can also create your own layouts for each module. 2. Adding a new layout to a module Go to Setup > Customization > Modules and
How to move a Stage on automatically within a Blueprint?
Hi, I have a blueprint for Deals. If a Deal gets to the stage "Quality Lead", how can it be moved on automatically to a stage called "Contact Lead" after 30 days? I cant use an Automatic transition because there will be times when I still need the transition
Is it Possible to Add Another module create form within another?
I have been playing around with client scripts trying to see if it was possible. I read through all the docs and it looks like it isn't. Here's what I am looking to do: Whenever we create a contact they are ALWAYS associated with a deal. So instead needing
Send Outlook calendar INTO Zoho CRM calendar
Is there any way to synchronize the default Outlook calendar with Zoho CRM's calendar? We have new users that already have many months' worth of meetings on their Outlook calendar and they want to see them when they look at the Zoho CRM calendar. Am I
Change CSS styling of .fieldupdate-highlight class on Canvas view
We have been setting up Canvas views for users. One of the biggest issues we have is unreadable text when a field is updated. CRM refreshes the area where the update occurred and adds light colored background that makes the white text unreadable. The
Problem with Reports
Hi, I have a couple of reports for Won & Closed deals and when I add in an aggregated column it is duplicating the entry. It hasn't done this in the past, only the past 4 weeks. Is this a known bug?
Automatically mark yourself as unavailable in your CRM calendar via Google Calendar synchronization
Dear All, We have a quick enhancement related to the Google Calendar synchronization feature: Now you can automatically block your Zoho CRM calendar based on any non-sales meetings scheduled in your Google Calendar. This synchronization enables you to
Change Task Owner Using API
How can i change the task owner using c# ou node api ? I tried this: RecordOperations recordOperations = new RecordOperations(); BodyWrapper request = new BodyWrapper(); List<Com.Zoho.Crm.API.Record.Record> records = new List<Com.Zoho.Crm.API.Record.Record>();
UNdo import not visible
Zoho Enterprise In the Import History I see several last 30 days imports. BUT I cannot see: undo import Import History > Hover over an import and click "undo import". Why?
How to assign values from lookup field depending on picklist value?
Hello, I am looking for a way to do this… In the Invoices module there is a lookup field with the name "Textmodule_Introtext" that links to a custom module with the name "Textmodules". And there is also a picklist called "Subscription_Type" in the Invoices
Creating a follow up schedule?
Hi all, I thought this one would be pretty easy to find but I have resorted to asking here again. I'd like to create an automated follow up schedule. Here is what I'd like ideally: I add a lead, and there is a button I press specifically that says "Letter
Attach Merged Document back to the Record
Hi I have a merge template that I have merge tags from the Deal Module. I want to be able to do 3 things automatically based on updating one field in the Deal: 1) Quickly Create the Merge Document from the Trigger Deal Record. 2) Email that merged document to a specific email address pulled from a field in that deal 3) ATTACH the merged document back to the Deal it was created from I can do the first 2 steps using Zoho Flow. BUT I have asked Shyam, and there is no way to attach the Merged document
Unique incremental ID identifier
Hello. I'm building an automated flow for a shipping company that follows: A customer registers from our website It becomes a lead in the system. They receive a new account email that must contains: {Name of the company} + prefix XXXX (unique ID identifier)
Zoho Pipedrive Import wizard leaving Zoho fields empty
I have imported Accounts/Contacts from your Zoho Pipedrive wizard, and my problem is that In Pipedrive the Field “Address” is containing: (see below) and Zoho Street,City,Zip (the default address fields) are EMPTY. So I can manually Cut and Paste from
Can I require all changes in a record to need to be approved for a trainee?
So I'd like to set up a short-term approval process for a trainee. Any changes they make to a record will flag that record for review before the changes are approved. I have a trainee that will be going through and sanitizing a lot of data in the CRM,
Portal customisation
Hi guys How can I customize the portal? Ive tried lots of different things - including trying to implement Zportals (which just didnt work at all). Id like to display tabs across the top (each tab is to display a separate form); and show Related Lists
CRM Dashboard Component "Deals by stages"
We have an issue with the funnel view on the CRM Dashboard Component "Deals by stages". We are using 6 stages + closed lost + closed won. Each stage is mapped to a probability (5-90% + 0% + 100% ) Looking at the funnel the view does not follow the order (increasing % of probability) of the stages. That leads to a totally wrong display of the funnel. I could not find settings of configure options for the funnel. As it is at the moment it is useless. Does it work with you? Do I have a configureation
Create Sales Order Button From Potentials Module
I am having an issue creating a button to convert a "Potential" into a Sales Order.
Zoho Campaign Email Reports - Tracking History need to update in Zoho CRM Lead Contact in particular field
I sync Zoho CRM with Zoho campaign and create list then send campaign. Now I want to update particular custom field in Zoho CRM like Email is Clicked. For Example I have lead in CRM that have custom filed Email info. Now I sync that contact in campaign
When I create a quote from a contact, the address is not populated.
When I create a quote from a contact, the address is not populated. In the help file, it says: Billing Address* Specify the billing address of the account or contact to which the quote has to be sent. If you have selected the account or contact, the corresponding billing address is automatically filled up. The same is true for Shipping Address. When I create a new quote, select a contact that I already have in the system, the address does not show up. The fields for Billing Address and Other address
Having trouble finding record data synced from Zoho Forms into Zoho CRM
Hi, I recently made an integration between forms and crm, where everytime there's a new form record, it adds a new contact or updates an existing contact in the crm. It worked for 1 or 2 records. However, there are a few new records in the last 2 days
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