Words overshot document issue
Could you please help to advise on how I can edit my inventory template such that the quoted item description (highlighted grey) automatically moves to the second line if its too long? Currently it looks like this and its an issue for me. See how the
Territory rules ran successfully Email
Hello everyone. Each time I run the rules for territory management all of the users in the CRM receive an email stating the territory rules were run successfully. I am the only user that needs to receive those emails. How do I stop these emails from going
Crate a Text Library in Zoho CRM for Report Creation
I want to use a module called Reports which is related to an Account. When creating reports we use standard paragraphs/text and I want to create a text library that when we create a report we can drag/insert text from the library into the report object.
Convert deal to invoice in Books with either button or closed/won workflow
Hi, is there a deluge function that converts deals directly to Books? Trying to map products from deals to the line item in books. The existing integration between crm and books only map the total deal and total amount. I am able to convert deal to invoice
Insert Fields when I look-up related module
I'm after the code for Functions that will automatically insert text from another module. My example is I have Recommendations module and I am looking up Recommendations Library Module. When I select a Recommendation from the library I want to automatically
How to update the Deal's Amount field
Hi In my Deals module I have the Amount field. This should be updated when a user adds a product to the Deal. Ive found 2 ways I can do this, but both have big disadvantages: 1) Create a subform with a Product lookup field. The unit prices are then aggregated
Extracting Custom Fields From "users"
I have a custom field in the users module called "Agent Commission" which is a number field but is the agent's commission % so we just write 75 meaning 75% and I have another custom field in "Deals" called "Projected Agent Commission" I' m trying to call
Pick List Values changes need to cross-over to mapped Leads field to same field in Account
Major issue with Pick-List fields in Leads that map to same field in Accounts: if you need to change the pick-list values, you have to change them in BOTH the Leads and then the Accounts records. Surely changes in one should cross over to changes in another?
Is there global selection fields? Are predefined choices updated dynamically?
We are coming from Salesforce where they have global fields. It means, fields created globally that can be used in any object or module in Zoho. It's very important when you have a lot of selection fields in leads, going to account, deal, contact, etc.
Help again needed for rows in a subform
I currently have this in code in order to total quantity on hand from input in a subform if(SubForm.Quantity_to_Distribute != null) { x = Add_New_PPE[ID == input.SubForm.Select_PPE_Description]; x.Total_On_Hand=input.SubForm.Total_PPE_On_Hand - input.SubForm.Quantity_to_Distribute;
Zoho reminders not working
hey team ive noticed in the past few days that the task reminders are no longer sending out and email notification. is there a way to solve this issue?? thank you in advance.
Mail merge document is not being sent using deluge
I have custom function to merge and send document, everything is working fine the output is successful response but I never received any email. The status never changed from In Progress. This one here is from 11 days ago, I executed the function today
Add a common attachement to Mail Merge Zoho CRM
Hello I would like to add my T&Cs on all my quote. I know you have the function available for email but I wanted the print option. If I open Zoho Writer on its own, I can append a document; how can id do it within the CRM? Is there a code that I need
Parsing Showingtime Emails
Background I am a real estate agent who has houses listed for sale. We have a system called ShowingTime that manages requests for showings on the listings. ShowingTime is third party app that does not have API. Note: I am not a programmer, I am a real
Medical equipment service scenario for Zoho CRM and Books
Hey, I'm creating a system in zoho crm but there's a confusion in the flow how It can be developed into the zoho crm. We provide a medical equipment service. Every time a client need a product so we've to get first prescription from the doctor when the
How to Mail Merge with Dynamic Images
Hello Im trying to update a mail merge letter so that each letter has an different image pulled into it for the specific recipient record. The images filenames are all named as a specific zoho record reference number (e.g.REF1.jpg, REF2.jpg, REF3.jpg....)
Parsing ShowingTime Emails
Background I am a real estate agent who has houses listed for sale. We have a system called ShowingTime that manages requests for showings on the listings. ShowingTime is third party app that does not have API. Note: I am not a programmer, I am a real
Zoho Campaign and Zoho CRM sync / unsubscribe
Hi all, Simple question here. If a contact is marked ''unsubscribe'' in Zoho Campaign, is he blocked with regular email in Zoho CRM ? Thank you,
Creating a notification
How do I create a notification on lead calls: If any customer asked for callback on particular time time. If any customer asked to schedule lead calls monthly, weekly
Having folders within file attachments in Zoho CRM?
Hi guys, anyone got any ideas for organising file attachments within the CRM? It gets pretty unmanageable once you have more than 5 attachments linked to a single record. Documents would work except they don't seem to be linked to a single record. --
Wizards
Do I understand this correctly, Wizards are only available when manually creating leads? We are have most of our leads entered into the CRM through a web form. So when we go into to work or update a lead, some of the information is already in the lead. But it would be helpful if the Wizards would be something we could launch when we are working a lead to ensure we got all the data, or just to better organize the profile into cards.
Enhancements in user field and reporting hierarchy
Dear All, Hope you are well! We have interesting updates like regulating record accessibility for user(s) who got record access via user fields and implementing the usability of "reporting to" field in multiple places in CRM. Let's get started! Regulate
Update records using import?
I want to mass update records (or add a new field) in CRM from an excel sheet. I was trying to make it work via an import, but this only creates new records (even though the account ID's are in the sheet). What is the best way to mass update records?
Questions about WhatsApp Business integration
Hi, I have some questions about WhatsApp Business integration: - I need to send messages with WhatsApp Business through CRM! It's possible? - If yes, with which plan? - Can I automate WhatsApp Business messages sends from the CRM? Thanks.
Email Analytics: What is Total Records?
What is "Total Records" in the email analytics reports? For example, this help file defines Opened as emails that have been seen, and opened by the recipients. If you add up all the rows in the report, that is equal to the "total records" but what does
How do I subtract dates and times?
I have two dates - one is a start date and time, the other is an end date and time. I want to subtract one from the other so that I get the time difference between the two. I cannot work out how to do that...! Any ideas?
Reseller Program
Hello. I hope all is well. I have been waiting for a over a month now for someone to contact me regarding your reseller program. I did receive an email from Gary, but he is yet to return any of my messages. Last Saturday I had the distinct pleasure of hearing Raju talk about Zoho on a radio program. I am even more excited about Zoho now. I had wanted to talk about Zoho on my BlogTalkRadio program tomorrow evening, but can not endorse Zoho until I have a reseller agreement. Any chance of getting
Extension Pointers - Simple yet significant pointers #9: Module visibility
Controlling the visibility of custom modules in an extension The Zoho Developer Console allows you to create custom modules via an extension that will be integrated into the user's Zoho CRM account. Along with this support, the platform allows the developer
Get records CRM API, when we use If-Modified-Since, does zoho cache the records for the whole request ?
Hi, If we use If-Modified-Since in get records API, does zoho cache all the records page wise which are in the result ? If we modify any records belonging to the result of the api call with If-Modified-Since, does it affect the iteration ? , does it change
How do I update a record containing a Multiselect pick list with multiple values?
Hey API'ers, I need some help in setting multiple values in a pick list through the API. As an example, I have a contact record, and one of the fields is the Multiselect pick list Favorite Color. Normally if John Doe just liked silver I'd update it like
Reassign leads, contacts, accounts and deals from a deactivated user
Hello there! Is there an easy way to reassign all of that from a deactivated account to a new one? I was trying to make a Change owner procedure, but because the account is deactivated I can´t find the information. Thanks!
Make Campaign Module Work in Zoho CRM
Hi, I am trying to figure out my use case for the Campaign module in CRM and I'm a bit lost on a few things. My use case is pretty traditional: - loaded prospects as "Leads" in CRM - Perform Telemarketing, send brochure via email, reach decision maker,
zoho.crm._getRecords() in Zoho CRM
I've requirement as below,\ My Custom modules Names: Product Master, Jobs, Cost Center(like Product line items), Accounts Products. I've 50 products in Product Master module So Whenever an Account is created in the Accounts, then in Accounts Products
is there a good place to find a developer/consultant to customize my Zoho CRM GUI?
I'm looking for help in customizing the Zoho CRM GUI (for myself). I believe most of the changes I want are available out of the box but I dont have the bandwidth/desire to learn the different customizations of the modules and fields and carry it out
Coming Soon: CX Workshops - 2023 across USA and Canada
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've
Cancelling mass email
Hello, About the emails sent with Zoho CRM is there any way to filter by subject and then to cancel them all together? Thanks Marco
Best way to make a printable marketing flyer?
I know that I can do a mail-merge into Writer, but the creative options there are a bit limited. Is there any other option in the Zoho system where I can pull data from the CRM and insert that into a nice flyer? I will need image and text options in the
Can I track any email sent to an existing customer?
Can Zoho Mail/CRM capture and store any email sent to customers? Hi here, I am planing on using both Shopify and Zoho One (campaigns, mail, CRM, etc) and some Shopify apps will fire emails to customers (that exist in both Shopify and Zoho) as part of
Mass Transfer Deals from Company A to Company B
Hi, Is there a method where you can mass transfer deals from Company/Account A to Company B? (companies/leads, not Zoho user accounts) I know we will be able to do that by editing each of the deals, but I would like to know if there is a method to mass
Zoho CRM Interface Display Issues
I cannot get the CRM interface to look usable. For some reason, all modules seem to be compacting the labels into extremely small vertical areas, making the forms nearly unusable. I've tried modifying the modules and testing different screen resolutions
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