Large Forms Use Case
We have a site where we collect lots of form data on many forms. We'd like to come up with an integration solution that stores all of our forms and form submission data in zoho. What would be the best tool for this use case?
FUNCTION NEEDED: Delete all open activities with a custom button on a record
Hey Zoho masterminds! I need a custom button that deletes all open activities on a record. For the sake of the example, how can I write a function to delete all open activities associated to a lead record? Thank you!
Adding split row in subform?
Hello, On the stock Quotes module there is a subform with a split row where the product name is a lookup field and immediately under it is a field looking up the longform description of that product. I'm trying to recreate this subform layout, but I can
How to Set up Zoho CRM Custom Services Connections with OAuth2
I am trying to make a connection to zoho writer so that i can have a custom function make a merge document when a deal is created in zoho crm. I followed all of the steps here for setting up oauth 2 for the authorization. I managed to do all of that without
How to report on Potentials that have changed to a specific stage within the last 90 days
I am trying to create a report that will show all potentials that have moved from any stage to a specific stage within the last 90 days. I cannot for the life of me figure out how to achieve this.
Tip #44: Organizing your Notes in Zoho CRM
Hello folks, It's time for this week's tip and today, let's look at how you can organize your notes for records in Zoho CRM based on your preferences. Notes form an integral part of records and play a vital role in your Zoho CRM usage. You can keep track of the status of your individual records using notes. One quick glance at the notes, and anyone who wants to collaborate and work on the record along with you or after you, can easily know the status. However, each person may prefer to read them
Adding Zoom Meeting capability for General Users and not only Administrators
We use Zoom for all our client meetings and it's very inconvenient to have to do multiple steps to create a meeting and create a Zoom link seperately. The Zoom integration is great and resolved that issue, however, it only works for administrators. Can
Mass Update - increase product price
Hey, is it possible to mass update all product prices to (i.e) add 5%? So product with price of 100, will have a price of 105, while products of 21 will have an updated price of 21. Thans, M
Copy data from a field outside the quoted item
Hi, I'm trying to create a field on a quote item to copy data from another field on the quote or from an account related to that quote. For example, I want to calculate the Price List value multiplied by a decimal from an account related to the quot
Mass Deduplication Question
Trying to transition to Zoho CRM from another CRM. I am about to import my leads from previous CRM. I see on the main menu screen for the Leads module that there is a deduplicate leads feature. It seems very limited. Only allows you to select from criteria
Ad Billing Country from account to Deal
Hi, I would like my deals to have the field 'Country' which would automatically take the value from 'Billing Country' field on the relevant account. Is this possible? Please note I am new to Zoho and have limited (ie. nil) coding capability!
CRM and Desk Integration
Hello! I'm integrating Zoho CRM and Zoho Desk right now. Since the integration is limited to the Accounts and Contacts modules, I changed the Layout of my Accounts module to fit what I need. Here is the tricky part: - Now I have 3 Account Types: A, B
Formula Date Field Cannot be Used in Workflow
Hello all, I have a question and want to see if anyone has solved this or maybe I am missing something simple. I have a standard date field. I have a number field I have a formula field which is a date, that calculated a new date, by taking the original
Tip:10 - Zoho CRM mobile app localization - Language settings
Language plays an effective tool for communicating ideas and opinions. When it comes to interaction, our native language always holds a special position. What better way to put our thoughts and ideas across, than using our native language. Considering
Zoho Deal Structure for a certain business type
Hello there, I have a client in an industry that isn't quite good in terms of payment ethics. His process starts by signing the customer on a service agreement with a deal amount the varies in terms of paymetns, for example, could be a 10,000$ deal, that
Login issue with WordPress sign ups and Zoho CRM integration token error
I have a site that uses the WordPress for log in to WooCommerce and user info and then is supposed to push all info through to Zoho CRM. The site uses Zoho One paid version. However, new users at the moment who try to sign up get the error: "Error: call
How to use Zoho CRM api tu update user created from Zoho subscription
Hey, I have an application which uses Zoho subscription which then create a user inside Zoho CRM. During the registering process on our application, we require users to give us some data we want to upload in its Zoho CRM user. I have read the Zoho CRM
CRM Circuits state problems
Hello guys, I was wondering if anyone else is facing some issues accessing values of states in circuits. in the first state i can access them through dot notation, but between second and third state it's not working. I have tried a plenty different strategies,
Attaching images to customer records from mobile
I'm having trouble attaching images to file attachment fields from the mobile app. When I select an image to attach from my library on my apple device using the latest version of the app and IOS the file attaches instantly, but when I try to open that
Custom function on mass action button always updates fields in Blank
Hi! I developed a simple custom function that updates some fields. I placed it on the "list View - Mass action menu" in order to execute to simultaneously to multiple entities. When I execute it selecting a single entity, it works correctly, but if i
Mass Update Contacts to change related Accounts
Hi there, We have a lot of Contacts that were grouped into Accounts labeled by geographic area, but now we want to mass update those contacts into new Accounts labeled by organization. Since it's a sort from geographic area to organization, the Contacts are mixed in under each Account and need to be sorted. The problem comes in because when I sort and select the Contacts I want, click mass update, and try to update the Account Name, there is no Account Name field to select. Because the Contacts
Persistent Authorization Request
Suppose my application has a web form I'd like to integrate with my CRM modules where any number of users can visit, interact, and ultimately submit data. First I'll need an access token which requires an authorization request and the options are the
Zoho CRM and Vonage VOIP Click to Dial stopped working
I can see the phone icon next to numbers, but when I click it, nothing happens. I've tried uninstalling and re-installing the extension, clearing cache, restarting computer, restarting Zoho, restarting Vonage Business and it still isn't working.
Adding multiple extentions to one user
Hi, I am trying to add multiple extentions to one user, wondering if there is an option for it, Adding a screen capture to what i mean too Thanks in advence!
Feature Request: Send Mail button in Accounts
By he Grace Of G-D. Hi, In some cases, We need to send an email from the accounts module. The use case can vary. But, The Most common one that i come across is When you have Zoho Form integrated to an account, You have to send it from that module. Right
Zoho Forms to CRM - Field Mapping Multiple Contacts
Hello I am working on creating a form for referrals where a contact would provide the information for 3 different referred individuals. Referred 1 Referred 2 Referred 3 I want to then map each of the referred to Zoho CRM as a new LEAD tagged as a referred
Transfer Products from Contacts Module to Custom Module
Good day, I would like to know if it is possible to transfer associated "Products" from a contact module to a custom Module? My Script as follows: contactDetails = zoho.crm.getRecordById("Contacts",contactId); medpolicynumber = contactDetails.get("Health_Policy_Number");
Migrate Blueprints from Desk to CRM
Is it possible to migrate/export blueprints from Zoho Desk to Zoho CRM?
We're unable to process your request as there is an issue with Adam Smith's IMAP configuration.
Hi, I am new to Zoho. Sometimes inside email section I can see emails that are sent from account that we are using inside our company (from that account we are sending meeting invitations to our contacts). Inside emails section, I can see from which
Multiple databases under one account
Hello, I'm a consultant and work with several clients at one time. Is there a way to maintain multiple instances of Zoho CRM so I can maintain a separate database for each client? Thanks, - John
Simple COQL datetime query not working
I am trying to do a simple COQL query where I am comparing 2 datetime fields in a module and I keep getting the following error. Why does ZOHO make working with dates so difficult? I even tried running the following query against two datetime fields that
Extension pointers - Simple yet significant pointers #10: Publishing
Publishing an extension An extension can be created for an internal organizational purpose or to meet a common business need. In either case, an extension can only be made available to users after it has been published. Types of extension publishing Private:
Custom Function To Fetch Product Custom Field From Invoice Product Details Subform
Hello, I am trying to fetch a custom field from a product and bring it into the corresponding line item in the Product Details subform of an invoice. The product field which I am after has the API name Set_cost while the custom field in the Product Details
Mandatory Fields
I was wondering if anyone could help me. I have a few forms on our site that use the Zoho CRM and I love everything about the CRM except I can't seem to figure out how to do mandatory fields. We are getting some submissions that are not complete (Like
How can we send an email template as an attachment from Zoho CRM without using any other Zoho products?
I designed an email template for a custom module. Now I want to send that email template to the user as an attachment with the click of a button, without having to use Zoho Workdrive or Docs.
Changing transition order in Blueprint
Hi all, I'm about to deploy a new deal blueprint in production and my sales guys are asking me if there's a way of changing the transition order as they see it on the deal:
Can I add Participants to a Meeting using Custom Functions
Hello! I am trying to automate participants in a meeting record using a custom function. I have a field on the meeting record that would populate the Contact IDs of attendees separated by a comma, is there a way to take those ID's and add them as participants
How do you add tags to Contacts depending on the stage their Deal is.
We're looking to add tags corresponding to the contact associated with the deal based on which stage they are at in the process. For example, say we have 5 contacts in Stage 3 in Deals, once that Deal hits stage 3, then all the associated contacts within
How do I associate a new lead with a product?
I'm hoping someone can help me out. This question has been asked multiple times by various people on this forum, but I haven't seen a response. I'm trying to determine if Zoho is right for my organization. When we have a lead, they almost always are associated
How to create a Dashboard summary component?
Do I accomplish this with a hand-coded Widget?
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