Deluge- how to prevent a user who is already signed in from signing in again
I have written a simple deluge script for a Sign in App. Is there a way to prevent a user who is already signed in from signing in again? Likewise, is there a way to prevent a user who is already signed out from signing out again? What I have below populates
Bulk update custom field
I have recently added a custom field to my contacts under "contact information" that is a true/false tick checkbox. The field is showing in all of my contacts, which is great. However it hasn't automatically added a "tick" in the checkbox. How can I do a bulk update of all of my contacts so that all have a "tick" in this custom fields checkbox. I'm not too keen to go through each contact individually as it will take forever. Any help would be greatly appreciated.
multi-line field Size
Hi, Is there a way to make a multi-line field have more rows and columns? I want a large field, similar to the one in which I'm typing this forum message... The Single Column field Size is almost unusable Joe
Webform failing with ID upload
We have an ID upload field on our website's registration form, using Gravity Forms Zoho CRM add on and mapping a file upload field on our website form, to the Zoho CRM webform file upload field. This used to work fine, but for some reason we've now started
Manually Logged / Completed calls not showing on User Calendar in Zoho CRM
At present, when viewing our team calendar, completed or manually logged calls (created in the contact record) aren't visible. I've tried creating test calls both from the Calendar and from the Contact record, and so I'm not sure where the issue is -
Is it possible to log an email?
Hi, We'd like to be able to log receiving emails in the Activities field in Leads - i.e. "X emailed us asking for more information." The only options are to log an event or call, or create a task. Is there any way of doing this? Thanks in advance,
Zoho email templates
Hi! I have a question about using email templates inn zoho crm. When the template is ready and I have small segments of customers in my database. About 10 customers is one segment, which I need to send those templates with slightly different text at the beginning. Which I can simply achieve by copy+paste from other document. Anyway for sending 10 emails is already mass mailing. And while massmailing, I cannot edit the template, I need first to make a copy which is edited first. This is a bit inconvenient,
Alert for custom button
I have a custom button on a view record page in CRM which triggers a custom Deluge function. is there a way to add an alert / confirmation popup when that button is clicked?
Log a call button
Hi, Im looking adding a button that will log a completed call within the accounts module, and for the subject to be Unanswered Call. (this is for users who use a telephony system that isnt integrated) has anyone done anything like this before? Thanks
Zoho User Group (ZUG) in-person Meetups - UK
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups across the UK for November 2022. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancements
Product Parent/Child relationships
Because of our unique situation we need to have parent products with child products nested with them. Zoho Books doesn't allow for this, so we used a custom module in CRM to create a parent child association along with a custom function to populate them on a sales order. Now the problem comes when we pass the sales order to Books as an invoice, we are loosing the parent child association and now they are all flat on the invoice. Another part of the dilemma is that we have one child associated to
How can I link an existing task to a new deal?
Hi, Is there a possibility to link an existing task to a new deal? In case you follow up a potential customer, you start with a task. When the potential customer ask for a quotation and you add a deal to Zoho CRM, the original task should somehow be assigned
Create records from custom module to custom module with subform on both module by using function
Hi, I had created two custom module, and created a function to be trigger when condition meet. The function will copy the records from module A to module B , along with subform details. However, I had encounter error: Failed to execute function Mismatch
Enforce Creation of a Contact with Creation of an Account
We'd like to make it a requirement that when you create a new Account, you have to create at least one Contact associated with it. The workaround I've come up with is to add required fields for first name, last name, and email address to the Accounts
Send Email template with Calendar Invitation (*.ics) in Workflow
Hi, I'm looking for a solution how to send Email template with ics file attached in Workflow. The benefit is Imagine when you receive a hotel booking reservation voucher by email, comes with the "Add to Calendar" function in the email. I don't use the
Sous-fomulaire - CRM / ZOHO WRITER
Bonjour à tous, Petite question pratique. Es possible de créer des documents de fusion zoho writer en masse à partir d'un sous formulaire zoho crm (Dans un module personnalisé), mais pas sous forme de tableau, mais plutôt de répétition ? Je détaille
Zoho times out on searchRecords request
Hi I am using a block of Deluge code to check all my contacts that dont have a scheduled call for them and then if they don't sheduling a call. I have 6000 contacts with about 70 percent of them already having scheduled calls. Its the 30 percent that
Is it possible to have Zoho CRM campaigns show as a calendar dashboard?
Hi, is it possible to have all of our campaigns (direct mail, email, etc.) from Zoho CRM Campaigns module show up into a calendar? Preferably as a Dashboard in the CRM? It would help to visualize all of our past, current and scheduled campaigns into a
Exporting ZOHO Activities Report into Excel
Hello, I really need to get some filtered data from ZOHO activities into Excel. This are the filters I applied, under the Activities tab: 1. Activity Owner is: Status is Not Started Created Time is between 1st of the month and last day of the month
Custom lead fields not showing up in the page layout
Hi, I've created a custom lead field. The field shows up in the "Edit Page Layout" but when I go to view the actual page layout, the field is not showing. I've tried changing the field to a different type, have tried different labels, have tried deleting it and creating a new one but it never shows up. In addition to this, re-arranging the fields in the "Edit Page Layout" mode no longer has any effect eg. shifting "Skype ID" to the top of the page has no effect when I go to view the page. Any help
Zoho CRM incoming Phone notification to Cliq
How to get incoming phone notifications to Zoho Cliq? Thank You
Help With Function to Populate a Field
Hi all, I have a field in the Accounts Module, Intacct ID. When an opportunity is created it is associated with an Account. I would like for the Intacct ID that's on the account page to flow through to the Opportunity form. I think a function triggered
Custom service connection
after I added a custom service connection, I can't connect to it, and the status is still disconnected even if I made it connect ! if anyone has the same scenario? thanks in advance
Modify lead status from email templates
Hi everyone! So, I'm adapting the leads module to fit our Follow Up workflow (which has a lot of tracking on each customer), and I want to make it as simple as possible for my people. To do that, I want them to be able to change the Lead Status from the
Conditional Logic How to calculate commission amount with minimum and maximum?
We expect different commission structure for different Accounts. And each Account may or may not have floor and/or ceiling commission. What is the best way to find the commission for each deal? Preface Each "Lender (Account module)" has following fields
Sort InvokeURL response
Hello, We are using an invoke URL task in our custom function in Zoho CRM. Is it possible to sort the response by the created time? We have found examples of this in Creator and then other examples when using COQL or other programming languages, but is
How to convert a string to integer / decimal?
Hi, I've got a select list for a quantity calculation with following values 0.5 1 1.5 2 etc... I'm trying to check the input.caseLaborHrs and assign it as an integer or decimal but get the following error. Variable 'qty1' is already defined of data type 'BIGINT' but trying to update 'DECIMAL' data type My code is below... not sure if I'm coming at this completely wrong! My goal is to use this value to do a calculation to auto-create a sales order from a case based on the input Labor hours. eg: LaborRate
Salesforce like WebToLead form in Zoho
One of my client is using Salesforce and want to move to Zoho CRM. Currently, he is using salesforce web to lead form. Is there any similar way to generate form code in Zoho that can create Lead in Zoho CRM?
'Score' column is missing in 'Leads'
In Zoho CRM I've setup a Scoring Rule in Setup>Automation When I return to the 'Leads' section there's no option in the drop down list in Column Management to show the score! How do I add this?
Tip #49: Associating Emails with Deals
Hello folks, Do you have multiple deals associated to your contacts in Zoho CRM? Are you struggling to find deal specific emails, with all the emails associated with a contact listed together? If yes, then this tip is totally for you! You can associate emails with individual deals, rather than having them all listed under a contact. This helps you to access your deal based conversations more quickly and avoid looking through all your emails, searching for keywords and subject lines. In Zoho CRM,
Which Home Currency? Products sold with different currencies.
Hi, Before I choose my Home Currency, I need some help. I run an international import, export and online retail business that advertises and sells some products with retail/unit prices in US Dollars and other retail/unit prices are in South African Rands. We are based in South Africa, but sell most of our products in US Dollars. Which Home Currency should I choose?
Zoho is a Visionary in the 2022 Gartner® Magic Quadrant Advert Pop up.
Recently, Zoho has pushed a pop up add over the top menu of ZohoCRM that says "Zoho is a Visionary in the 2022 Gartner® Magic Quadrant..." Please stop using pop-up averts that overlay the controls of signing into the platform. If you are going to do this
How to automate sales process in zoho.
I am using Zoho CRM professionals and like to learn how I can use triggers or workflow to automated few sales process. Here is few things I need help with. 1 Once I entered any leads, I like an automated welcome email sent. 2nd When I spoke with
Can I report on a custom field
We want to create a custom multi-option field on either contacts or accounts that can be easily be reported on every week? I can't find any documentation to support this?
Report Folders
Hi Is there a way to delete Report Folders in the CRM - not just hiding them. As we start producing more reports for different departments, I want to clear up the area abit Thanks Natasha
Auto Populate Data from One Module to Another
I have 2 modules. The parent module is Properties. The child module is Spaces. Properties stores data for an entire building including the city given address (single line), legal description (single line) and city (single line). To create a record in Spaces a Property from Properties will need to be selected. When I add a new entry into Spaces the Address is a lookup field that relates to the Properties module. I have the same titled and type of fields in the Spaces module as I do the Properties
Field Validation Function - How can I run on a Deal CREATE as well as an UPDATE?
greetings.. I am running some address validation logic using an onChange() validation on the field. When it runs during an edit/update Zoho CRM sends the Deal ID as part of the payload, so everything works. When it runs during a new/create operation,
Copy subform values from one module to another subform in another module
Hello all, I am struggling with something and I would like to ask for help. We have multiple occasions where we need to create a record from an existing record and copy the existing subform in the new record. For example we have a custom module called
Help understanding the sequence of data operations when a workflow function needs the modified value of the field that triggered the workflow.
Workflow triggers on user modify Shipped which is a date field. That same workflow runs function which needs to use the value of the field just modified. // Get value from the record and field which triggered the workflow shipped_date = zoho.crm.getRecordById("Size_Run_Reservations",size_run_reservation_id).get("Shipped");
Soft Phone Integration
I use a Bria Counterpath soft-phone and would like to connect it with my Zoho CRM so when i dial from the CRM the softphone receives the data and makes the call. is this possible?
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