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
Change Marketing Source of Converted Lead
We use a picklist for our marketing sources we use and need to find a way to access converted leads to update some that were not filled in before we made the field mandatory. Is there any settings or way in general to open a converted lead and change
New to Zoho: how do you handle deals with recurring revenue, and future cancellations?
We have an insurance agency. We get residual income from policies as long as they are active. I've seen some other posts on this, and have some ideas on how to handle tracking residual income. What should i do with the pipeline stage, if i replace a policy,
Possibility to export values from the picklist history?
Hi there, I have a question about the picklist history tracking. (https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/picklist-history) Is it possible to export the data for all profiles at once, or do I have to export
Importing number in decimal from excel file shows nothing.
I created new field named "Annual Return" and in my excel file there is the same column name "Annual Return", which is automatically matched. I tried to import data from excel file and everything seemed fine. However the result was not showing the number
Sales Tender and Payment Details
We actively use Zoho CRM in our engagement processes. In price offering / tender stage, we create a firm profile and record the information of the tender in tender section under firms menu. When the tender is accepted by a customer and engagement process
Zoho CRM: get invoice PDF from custom button function
Hello, I'm developing an extension for Zoho CRM to sign documents via an external service. I have a custom connector which calls the external service and submits a PDF to be signed. I have a custom button in the Invoice Details page which triggers the
Attach an inventory template to an email template
Is there a way to configure an emails sent for a workflow to attach an inventory template already in Zoho? The email template doesn't have an inventory template merge? Is this possible? Or is there a way to change the default to address on an email template? Leah Edwards
Sales order as a service and forced for won deals
Hi all! I am a service company, and provide services to my clients. So, whenever I win a deal, I would like to force the user (seller) to create a sales order with the detailed estimation for this service. On the other hand, some of the "items (products?)"
Is it possible to make a contact kanban based on campaign member status?
All our activity is organized around campaigns. We put a number of contacts in a campaign, email them, call them and move them through different stages with the field member status. We must use member status insted of contact status because different
Changes in lookup field column headers
Hello everyone, This post serves to inform you about a minor change we've made to data backup files, wherein we've modified lookup field column headers for consistency. Previously, these headers were formulated to end with "space Id", whereas they're
Automatically create a Project that appears in Zoho Books when a deal is won.
Hello Zoho community! I have been trying to set this up by myself but I cannot seem to find a way to automatically create a Project once a deal is signed with basic info like: custom project code project length in weeks start date end date budget (deal
Export contacts INCLUDING account name
Hi How can I export my Contacts WITH their associated Company/Account included. The monthly Data Backup exports Contacts and Accounts as separate spreadsheets. I need the Company/Account field included in the Contacts sheet. eg. the exported spreadsheet
How to manage subforms layout within the Quotes module?
Hello, We are using Zoho CRM to build our quotations and therefore we have added a subform in the Quote module: a table "Quoted Items" with the products information. I have 2 concerns related to the layout: 1. the layout is not "responsive" to the webpage
Deleting unused webhook
Hello, I am trying to delete a webhook with in our CRM. The webhook is between CRM and Flow. I have removed all CRM connections within Flow, but when I try to delete the webhook I get this message: "Sorry! You cannot delete this Webhook as it has been
How can I associate client account from CRM to a new project using deluge
Hi, I am using zoho one product an i am having a little issue in associating the client account information with the new project using the deluge in custom function when I execute the script it creates the project as is intended to be, but when I check
update Cureency Exchange via API - Error
Hey team, I've looked to this wiki: https://www.zoho.com/crm/developer/docs/api/v4/update-currencies.html That's what I need to do, to update 2 currency exchanges from my CRM, so new deals will take the new rate. So, I have this code: // Create a map
Limiting stage changes?
Is there a way to limit who can closed a potential, but still allow other stage changes?
update records from reports
is there any way to create a report, and then mass update either the records or be able to add to campaigns using those records? this is what i am trying to do: we have within our accounts, when the last time the client worked with us, but i need to email
Email customers communicating and lead source extension numbers via Zoho Telephony
We have two tasks that we want to accomplish: 1) communicating with customers via email within ZohoCRM (without having to use an email provider such as Gmail or any other. 2) tracking the sources of traffic coming in via call through the use of an extension
How to deploy sandbox edited code to production in zoho crm.
Hi, I have createdfunction in zoho sandbox and deployed to production. And after some day I get new requirements and edit my that function but I does not found the way to deploy edited function into production site in Zoho CRM. When I check in the production
Is there a way to automate the input of a note on a contact?
So if I change the status of the transaction, it would be great if the contact would have a note auto generated that says, for instance, Transaction Closed. Currently my team manually enters these notes and sometimes forgets and when someone is reviewing
Properly setting up an email follow up sequence in Zoho CRM?
I have read other posts and I am still getting emails sent too soon even though I specify a specific time and the emails are stepping on each other. So, step 1 a guest completes a booking. Then we want to send an interval email sequence to get them to
Automatically merge leads
Please may I ask for your advice. When someone enquires about our business, a Lead is created either automatically (if they enquire online) or manually (if they enquire by phone) in Zoho CRM. However, some people have made multiple enquiries, which means
Zoho CRM api build url for specific record
We are building application using Zoho CRM api and we have faced with the issue of generating url for specific record (in our case we want Contacts, Leads, Cases, Deals). When we use Zoho crm plus ui, we see something like this: https://crmplus.zoho.com/someNameWithNumber/index.do/cxapp/crm/domainNameOfOrganization/tab/Leads/4964552000007777777
Send mail merge PDF using an email template
I'm looking to create a function that mail merges a PDF document, and sends it via email. The email is sent from an organization email address, and it has to be attached to the "emails" section of the record that triggers the function. Originally, I used
Stage Duration
When I generate a report for the stage duration it shows duplicates from the deal from all the different stages. I would like to run a report where it will only show the stage duration from the current stage that it is in to see how long it is sitting
Stumped on Client Script if statement
I'm new to JavaScript, working on a couple client scripts in CRM. The issue I am having is with a conditional statement where I am trying to validate that a field is neither null nor zero before doing some calcs. The if statement is: if (propBldSF !=
Unable to Apply US Sales Tax Exemption
Our US 501(c)3, tax-exempt, nonprofit is currently using Zoho CRM (Enterprise), Projects (Enterprise), and Analytics (Premium). We began communicating with an agent from payments[at]zoho.com in June 2022 and that individual has been unable to help us
Related List Not Populating Fields When Used to Create a New Records
I'm making a function that grabs the related list and puts the fields of the related list into a new record in a different module. The fields are not populating, but the records are being created. This is the code: //Gets Record of Deal Recs = zoho.crm.getRecordById("Deals",Deals_ID);
What's the best way to set up an email follow up sequence in Zoho CRM?
Hi everyone, My apologies for the long and detailed post, just wanted to provide some context. I've been researching the best way to set up a sales email follow up sequence in Zoho CRM and would love to hear from the pros on how you would recommend doing this. It looks like it can be done in different ways perhaps using autoresponders or workflows but after attempting the autoresponder route, that seemed clunky so I've went ahead and set it up using tags and workflows, but I'm wondering if what I
Create a Zoho Connection Not Tied to a User
Hello, While automating things, whether it's on a deluge script in the CRM or via Zoho Flow i always have to provide a connection to create / update fields in the CRM. The problem is that those connections are attached to my User and all records created
How do I set the Created By when I create a new record via custom button?
I have a custom button that allows users to create a new record in another module. When they do this, it says the Created By is me. I have tried sending the Created_By value in the map, but it does not seem to be working. What I am doing wrong? mp = Map();
Hello here check my code and after call api get success message but not show in deal
Hello i need help for APi $url = 'https://www.zohoapis.com/crm/v2/deals'; $data = array( "data" => array(array( 'Deal_Name' => 'New Deal by kirti', // Replace with your own deal name 'Amount' => 1000, // Replace with your own deal amount 'Stage'=> "New
CRM - Automatically trigger sending bulk email templates to multiple contacts for different clients
Our CRM database tracks many different clients, each with their own contacts, and we need a way to use the Email Templates that we have set up to send emails in bulk to specific contacts for each client when that client's "Benefit Renewal Date" is 120
A Function to update a field in all contact records under an account?
I largely understanding the basics of writing functions with a 1 to 1 relationship, but I'm missing something with a one to many. I'm sure i'll need to make use of for loops, i'm just struggling to pull the information correctly. So i have 2 use cases.
Looking for sms/mms app where I can use my voip number and has a mobile app
I currently do texting through my pbx, freepbx/asterisk. I want to integrate this into my crm. But I still want to have a mobile app for texting too, I have this today. I would probably port my numbers over to twilio or similar for this. I wish there
How to mark a deal with "New customer" or "Existing customer"
Hi all! We have developed an API which imports all our deals from another system. When the deals gets imported, it checks if the linked customer already made a purchase with us before, or not. It is working somehow - but not entirely. We have two types
How to CC email addresses when sending to multiple contacts?
Hi all, When I select 1 contact and click Send Email, I am able to CC other emails addresses. If I select multiple contacts and click Send Email that option is not available! I dont know why. Is there a workaround for this? Thanks
lastname shouldnt be mandatory
Hi Guys, as we´re working with webforms for our leads, in the first webform we can just ask for FIRSTname. How can we make lastname NOT mandatory? In the modulesettings we cant change systemfields. Marco
Next Page