Tracking Commissions Received for Insurance Policies
Have been trying for several years to figure out a way to track commissions received on insurance polices in CRM. I thought I had it solved by importing Excel spreadsheet into subform. However, now in year 2 and encountered problems such that this method
Marketing Activity Tracker
I engage with prospects in multiple ways. Some of these might include sending promotional items or sending a birthday card or any number of things. There are more sales activities than just calls, meetings, or emails. There needs to be a way to create
Zoho Permissions - Edit and Delete permissions
Hey there guys, I've been working on locking down the permissions a little bit in Zoho and am having trouble figuring out how this is done. I want users to be able to edit and delete their own comments but not be able to delete other people's comments. I've already heard an instance where someone deleted a comment posted by someone else to eliminate evidence. I'd hate to have that happen again. Any tips or ideas or is this not possible. Thanks so much, -Terence
Notification emails
Hi, I suddenly stopped receiving system notification emails. In particular, task assignment notification emails do not come from the system any longer. Any idea what may have caused the sudden change? Thanks in advance
Can I trigger field updates when a counter is 1 Greater than predecessor
I'm wanting to datestamp each update to a counter Number field in an associated Date field. In making the workflow rule, I chose the counter (a Number field) that increased by 1 each time a work event occurs. My logic options are =, !=, <, <=, >, >=,
How to convert date to Month and Year string/name?
Hello, I am trying to find a way to convert a value from a date field to two separate input fields: Month Name Year Name So if the date in the date field with the name "Invoice_Date" is 31.03.2023 the values should be: Month Name: March Year Name: 2023
Automatically create deal from Contact
Hi all, I would like to write a custom function to automatically create a deal when a new contact is created in our CRM. I have found in the community forum how to do it from a new account creation but I would like to do the same from a new contact creation. Could someone help me with Deluge script? Thanks a lot ! Ganesh
Some Fields updated- TimeLine
I noticing that on some records the timeline history is showing "Some Fields updated" but on others the update values are shown with details ... and some don't show any history at all, even though updates have been made over time. How can i see what fields
Forms / CRM Integration - Lookup Fields
I am using Zoho Forms to capture referrals from 3rd parties. The form creates a new entry in a custom module. The person filling in the form is a contact that is linked to the custom module. It is imperative that they are connected. The Forms/CRM integration will allow me to populate standard fields, but won't allow me to change lookup fields. As a result, I can't capture the person referring. I thought I might be able to code something from CRM to find the form, capture the referrer email,
How can I change email sender in CRM functions?
Hi, I want to send email from a CRM function by using Deluge sendmail command. It only allows to write "zoho.loginuserid" as "from". When I changed it, I am getting this error: "Failed to save the function. Please specify a valid from email address".
How to create a custom button that filters records in list view
Hello, I am looking for a way to create a custom button in the list view (module "Invoices") that is filtering the records by specific parameters. I.e. if I click on this button there should be displayed only records/invoices that match the following
How to get values from all linked records frome the same module?
Hello, I have created a custom module "Subscriptions" and different records from the module are linked to one subscription. I want to check the values of the field "Payment status" of all linked invoices (module "Invoices") and synchronize it to the field
ZOHO CRM: Issue on sending email
Hi there I've been sending a few emails today and it's running OK. However, just now, I am having an issue - have a pop-up saying: "Sorry, there was a problem processing your request." So I waited for a few minutes and still had the same issue. Any ideas?
Anyone else having 2-4 minutes delay for new records to be searchable in Zoho CRM?
By The Grace of G-D. Hi, Anyone else having 2-4 minutes delay for new records to be searchable in Zoho CRM? If you do, please upvote. Thank you!
Importing data CSV or Other method
Hello, I want to import data, to my contacts module (to trigger a workflow on a field update). I have a csv available which has a contact email and a list of dates in chronological order. One email could have multiple dates. When uploaded, the dates will
openUrl not working
I wrote a custom function that allows a user to create a quote from a potential by checking a box on the potential record. The benefit of doing this over using the Add a Quote quick link was I could pre fill many of the Quote fields with information that was already captured in the potential. Everything works perfectly, except for one statement at the end… I would like to redirect the user to the quotes list so that they see their newly created quote - I use the openUrl function, but it doesn't
How do you add individual contributors to a file within Documents?
Some of our users need to be able to edit certain documents while others don't. Can we add individual contributors to files within the documents module of Zoho CRM? I've been trying to find how to do it, but I can't seem to find the right combination
Some UTF-8 symbols are incorrectly stored in custom module, especially emoji
This is a shared problem in creating a record in custom modules over the CRM API as well as using the built in custom related list to display the data in custom modules. (Similar to this topic by @benjamin.jentsch ) Say you have a record and want to display
Kaizen#76 - Using ZDK CRM APIs in Client Script
Welcome to another week of Kaizen! In this post, let us discuss about the ZDK CRM APIs in Client Script. Client Script provides us the flexibility to use its collection of ZDK Client APIs and ZDK CRM APIs. The ZDK CRM APIs invoke the Zoho CRM APIs. Here
New Reports Module - zCRM - Permissions Issues
(please cc to: Muthu Ganesh - Product Manager for reports, Zoho CRM) Hello, With the new Reports Module having been enabled for our company this week, we have several users with the 'Administrator' user profile who suddenly cannot access certain reports
Attach Task Owner using Zoho Functions
I'm working on a custom function, that creates a Task and attached it to the user by id (through some custom logic) planning to use that function in the workflow But have an issue attaching newly created tasks to my user, task created but attached to
Zoho CRM - mail (IMAP) integration to multiple addresses?
For the Zoho CRM IMAP integration, it looks like there is a one-to-one integration between individual user accounts and the CRM. For example, say we have two users on Zoho CRM: user1@aaa.com and user2@aaa.com. But we also have contact@aaa.com and info@aaa.com.
Zoho CRM Community Digest -Feb 2023
Hello everyone! We have some exciting news to share with you! Zoho CRM has been upgraded with new features and improved capabilities to help you better manage your customer relationships. Checkout the Early Access section for more information on these
Zoho CRM Integration With Zoho Mail
1. I want import all my existing contact from Zoho Mail to Zoho CRM Leads/Contacts. 2. After importing is done. From next time whenever i send an email from Zoho Mail, it will check that the email is in CRM or not. If not then it that it create new Lead/Contact
Feature request: custom text component in analytics panel
Hello. The Analytics module in Zoho CRM lacks a way of adding context and explanations. Panels might refer to a very specific selection of records, but the only way to explain it is in the title of the panel. When panels conform to a very standardized
Search records API returning 204
I have a record in accounts module with id 1234 and custom field custom_id 5678. when using CRM UI, I can see the account record 1234. search by custom_id 5678 works perfectly well too. all good. when using the search API for this particular record though,
App Spotlight: Zuper for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Zuper for Zoho CRM Zuper is an intelligent field service and customer engagement platform built for use with Zoho CRM. It enables organizations
Font Size
Where can I make my font larger for CRM leads?
a way make a function run at a specific time?
Hello Everyone! I've been looking through the documentation and can't find a way to make a function run at a specific time. How can I do that? With code in the function or with a configuration in the Workflow? I appreciate your prompt help as I need to
Google Calendar all events are in GMT
my zoho personal settings have my time zone, EST. My zoho company details also have my correct time zone EST. My google account is also configured for EST, in both my "google workspaces" admin portal, and in my google calendar settings. My events show
Remove the duplicate "Action" section for Multi Select update field
Hello, The second section here for "Action" is disturbing the field update action when you select action from it. This is what happening when you select from the second section: it changed the value to numbers and changed the action from Append to O
Can i put a watermark on a quote template in zoho CRM
Hi Think this is fairly explanatory. Can I add a watermark to all pages of a quotation? thanks
Webforms and custom fields - ZOHO CRM to ZOHO Sites
Hi I am setting up a web form from Zoho CRM Cases module to embed on our Zoho Site to allow customers to request support. The problem I am facing is I cannot see a way for the customer to tell us the business name (Account) or leave a phone number to
Is there a way to "bulk" configure Dependency Fields between pick lists?
I'd like to have 2 pick lists. 1 for every US state, and another for every single county in the united states. Then Dependency fields so when you select California for example, it only shows counties in CA. Since many county names are not unique i figured
Autofill Owner detail when creating a new product
Hi, In order to identify Owner-Products relationships, my Owners/Users have unique 'supplier codes'. When a new product is created, I want the 'Supplier code' (number field) to be autofilled with the 'Supplier code' field from the Owner/User. Is this
Missing custom file upload field in subform
I am guessing no file upload option is a known constraint? (to potentially prevent overloading hosting capacity etc.) any plans around supporting such fields in subforms in the future?
How do I add more "Multi-select lookup"? I'm capped at 2, i'd like to have at least 3.
How do I add more "Multi-select lookup"? I'm capped at 2, i'd like to have at least 3. Question in the title. How can I achieve this?
Mail Merge does not maintain line spacing when emailed
I create a mail merge document and the template looks great, with line spacing between paragraphs. However, when it gets sent out as an email and viewed in MS Outlook, the resulting text is all bunched together with no line spacing, but when it's viewed
Cant add Procuts to Sales Order
Hello, my product list is empty when trying to add a product to a sales order. All saved products are marked as active.
Quotes adding products - Bug with readonly custom fields
Hey team. When I add a custom field in Products layout, and also add that field in quotes.Articles layout (subform), and then mark it as readonly for Quotes, it does not bring any value. Steps to reproduce: 1) Edit Products Layout 2) Add custom currency
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