Formula Field for Date
My products are duration based. I am working in Quotes. I have a product that lasts 30 days, 90 days, or 365 Days i have created a duration field where the 30, 90, or 365 will go I have a Start Date field where the product start date will be entered
Limit default associations
Hi all, Newbie alert. Please be gentle :) We'd like to limit the options of "linked to". For example: By default, a call can be linked to either a lead, contact, account or other modules. We'd like to limit these links to specific module. i.e. not allow
The file will be parsed using the character set
how do I delete what has been uploaded and start again? I dont know what parsed to choose Your file has been uploaded successfully. The file will be parsed using the character set UTF-8 (Unicode)
COQL Looking for id in a List variable
Hello, I'm using a COQL query to retrieve the Deal_Name from the Deals module where it matches a particular Account Id and has 1 of 4 ids in a lookup field. I've created a list variable with the ids I'm wanting to match the lookup field to, but am failing
File conversion PDF to Image file JPG/PNG
Hi, I have a question did anyone every tried using custom function to convert a PDF file to JPG/PNG format? Any possibility by using the custom function to achieve this within zoho apps. I do know there are many third parties API provide this with cost
Zoho set up question
Following the initial set up phase I have added team members as per the online guidance. However, when the team members login for the first time the view has none of the toolbars across the top of the screen, Account, Leads etc etc.
How to copy a newly created layout in Leads to other modules?
Hello, In CRM: set up> Modules > Leads, I have created a new lay out (customised) I would like to copy this layout to the modules Potential, Account and Contacts. How can I do that? Many thanks
CRM Calendar sync to an outside source
Good morning, I'm trying to find the best way to allow an external party to access (and preferably edit) a single users calendar within Zoho CRM. I've tried a couple of methods, including setting up Zoho Calendar (adding this to Outlook shows the name
Office 365 Email via IMAP and POP - do they use OAuth 2.0?
Microsoft is getting rid of basic authentication for (OAuth) for POP and IMAP protocols. When choosing to configure Zoho CRM email with Office 365, we're only given those two options, as seen in the attached screenshot. The email configuration screen
Certain fields not shown when trying to add as a 'show fields' action in layout rule
Hi, I have a section (section 2) in a lead layout that only shows based on a pick list from an earlier section (section 1), Within section 2, I am trying to only show certain fields based on a pick list in the same section 2. However when I try to add
Could I have some users in Professional and others in Free or standard in Zoho CRM?
I have 1 sales person, other that will imput and create accounts in the moment that they buy something in our offices. and the rest of the team are just read only users. I need Customized fields. Do I need to pay to everyone the professional Edition in
Regarding Zoho CRM
Dear Team, I want to update the subform field in Zoho CRM. when I select the selected course the fee amount should auto-update. here I am attaching the code please go through it and guide me on how to rectify that
Zoho Forms + Termly consent management platform (CMP)
Hi I'm integrating Termly consent management platform (CMP) on a client website that's using Zoho Forms/CRM for every form the website has. From a GDPR point of view, do I need to block any cookies Zoho Forms may set before obtaining permission via
Get Current Exchange Rate
Hi, In the company settings im aware of the option to set the current exchange rate. Our base currency is ZAR (South African Rand). So in setting these rates I input for instance ZARUSD = 0.0804 Currency Exchange Rate Currency Inverted Exchange Rate Inverted
Zoho Consultant in Atlanta, Georgia.
I am interested in finding a Zoho CRM Developer / Consultant in Atlanta, Georgia. If you can do light development work within Zoho, please contact me. Thank you. Pete Franetovich trastos@comcast.net
Simple custom function for field validation
Hi all, I am new to Zoho CRM and Deluge. I would like to set validation rule for the filed let's call it "Emails". I would like to allow users to type in that field all characters that can appear in email addresses + comma, space is not allowed (in that
Workdrive extension no longer loading
Not sure when it started (was out of office last week) however the Zoho Workdrive extension integration is no longer loading up Workdrive within CRM to create folders automatically nor manage files within CRM. Tried uninstalling and reinstalling the extension
For medical representative ( field force)
How can i take the best use of crm , for the purpose of my salesperson ( medical representative) in the market, 1) gps location tracking 2) daily report 3) Order booking 4) tour program 5) Customer view 6) territory management 7) doctors activity
Problem with Account searching while creating Deals
Hi, Recently some of our users reported problem with creating new Deals. The used to type few first letters of the company name in the Account field and it was finding the right Account. Now some users type the whole company name and system finds no Accounts
Community Digest - October 2022
Hello, Everybody! We have seen a lot of conversations here on the forums where users go above and beyond to help others, a hallmark of a thriving community. Don't they deserve a token of appreciation? We'd like to honor those who take that extra step,
Can you restrict a Group/Profile to only see records with a specific tag
We have a specific group that we only want to see records in Deals, Leads, and Contacts that have a certain tag on them. Is this possible?
Function: Populate Field with Date of 2 weeks following another date field
Can someone please create a Function for me to populate a date field with a date that is 2 weeks after the value in another date field. (I cannot use a formula field.) Field API names are "Date1" and "Date2", both formula fields. If Date1 is populated
Adding CRM Users to Zoho Campaigns
I've created a simple 2 drip email campaign in Campaigns. I would like to see if its possible to easily add CRM users to that list while in Zoho CRM. Is this doable?
Multi-select picklist fields not available as row groups?
Hello, Has there been an update or change to the ability to choose multi-select picklists fields in row groups when customizing a report? I have several custom multi-select picklists that I need to be able to group records by, and now when I attempt to
ZOHO CRM Integration with Xero
Hello, Our company has 1 zoho crm accounts doing 3 entities' invoices. Now we would like to integrate zoho crm and xero and send out official invoices from xero. The questions is, we have split the invoicing tasks in xero to 3 organisations, then can
Automatically create a Contact activity after a deal is lost.
Hello, I am having trouble finding how to set up an automatic activity such as "recontact the lead in one month" after a deal is lost. In the deal blue print, all it lets me do is update lookup fields in Contact. Thanks for helping! Stéphane
Can you create contact using canvas display
Hi, Can you create contact using canvas display?, Instead of clicking on Create Contact and it goes straight to layouts?
I'm getting 400 status code, when trying to update my records. How to update records in C# API?
Hello here, I have a problem with updating the field in Account records. How can I do it in C#? My code: I was trying to use request.Ids = ids, but Ids should be long, but an example, it's showing that I have to use List<string>. So how can I update just
bh.wrng.user.sh.time error while creating a meeting within a blueprint checklist
I have a blueprint transition in which i am attempting to "book" a meeting for when the user selects the "book installation" transistion. as part of the checklist i am requiring the user to create a meeting with one of the fields being to set the "host"
"create new report" is missing
Hello, I am a new user, yesterday I created 2 reports, but now there is no "create new report" icon, why is that? Anyone else has the same problem? Thanks
Decimal comma and EUR currency format
Hello, due to inability to test inventory templates in DEMO environment I decided to purchase one month professional plan. Now I am setting up one of the templates (Quote). The currency (sums) are displayed in this format : "EUR7256.37" What is this?
How to close/delete all Open Activities associated to a Deal?
Hi When we have a Deal go through the Stages, we are setting meetings with the customer etc... If we mark a Deal as being Lost, we need to remove all Open Activities (meetings/tasks/calls) associated to that Deal. How can this be done? I cant see an option
Subform Next Row
Hello, I'm trying to add a crm subform into zoho writer with a custom function. For my test, there are 3 entries in the crm subform. My issue is when the data gets pulled into pdf writer, I have 3 rows in my PDF, but it's the same row/data 3 different
Zoho CRM Calendar sync with Outlook
Good morning. I've had a read on the subject but there are lots of different answers and I'm a little lost, so hoping you can assist... I'm looking to create a sync between my calendar in Zoho CRM and Outlook. Ideally a 2 way sync if possible, but if
Filter For Each Statement
I have the following For Each statement that I would like to filter to just records in the "Policies" map (actually just a Deals module map), to Deals/Policies that just have Stage = "Closed-Won" Should I exclude those in the Map before doing the For
Is it possible to set a value on a field based on the user creating the Lead
Hi, Is it possible (by layout rules or functions) to set a value on a field based on the user creating the Lead, while we are creating the Lead. Example In Leads, I have a custom select field "Division", with the options "Digital, Engineering". This field
Lookup Emails From Contacts Module
I have a module where I am trying to create a page that will give the ability to select a contact based on the account selected. But I also want to have a lookup to provide the email of the contact, based on the contact selected. When I enter the Account,
CRM Contact Import Function Not Working
I'm trying to import contacts from my ACT Pro CRM and the interface on Zoho simply doesn't work. It will not allow you to select any option to import contacts. Once you choose ACT, the interface locks up. If anyone has a work around for this it would
How to Populate the Net Profit field of a Sales Order to Deals Net Profit field by subform's aggregate data
I'm trying to populate the Net Profit from Sales Order Module going to Deals Module. I'm using an aggregated Field in the Sales order module and trying to map the Net Profit to the Profit under Deals Modue. Please help me writing the code.
Manage art shows and spectators in CRM
Hello Zoho Community, We are a team working in a theater and we want to use Zoho CRM to segment customers, for campaigns, but also to create segmentations of all kinds. Let's say a spectator buys two tickets to a show, say Coriolanus, on Saturday, October
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