How can I display a formula field directly in the "Create customer" form view?
Hi, how can I display a formula field result directly in the "Create customer" form view and not only after I have clicked on save? Thanks, Arti
Approval Process Reporting
I know from the My Jobs Module that you can view Approval History. My question is, is it possible to run a report on the date a records was submitted via the approval process and the date the record was actually approved - w/o having to add custom fields
Qoute product grouping
We have the need to separate products into 2 categories on a quote - One-time and Recurring. Ideally we'd like to have them each in a separate section with its own subtotals. Is this possible?
Serial number tracking
Good morning, We have some problem that we don't know how can be solved by ZOHO. We sell a type of product where we need to track its serial number. I know that such a function is in ZOHO INVENTORY. However, we need a specific serial number to be visible
Can we import data to CRM Products module from external SQL db?
We have ZohoOne account and a seperate SQL db which holds all of our up-to-date product catalogue for our website. We would like to be able to update the Products module automatically with data from the db rather than having to input twice. Is there a
How do I send a JSON data output to an external website from CRM?
We currently have a workflow that creates a folder on our local drive when a new Product is created and stores the folder address in a field. I would like to send this field and the unique reference number of the Product as a JSON via HTTP when the folder
integrate ZOHO with avaya or astrick
Hi I'm looking for a solution to integrate my landline phone with zoho CRM and Desk plz provide me which central that I have to get from Avaya and what all I need ? thank you
Auto Save
Is there anyway to "auto save" every few seconds. I just lost some importatnt information in my notes. I then switched down to edit email and lost everything in notes. Any suggestions?
How can I get Contacts from my list of Accounts? C# API
Hi everyone, I have a question about how to get all Contacts of the special Account. The problem is that I can get all Accounts from CRM and their properties, but in those properties, I can not see anything related to the Contact. How can I find them?
Need to click "Save" button twice when adding notes
Lately I've noticed that when I add notes to my account or deal page, I have to click the save button twice. The first time I click save, the text entry box slightly reduces in size, and then which I click save the second time, my notes are saved. Any
Extension pointers #12: Create custom script and retrieve personalized outcomes using custom actions
Create custom script, allow end users to define criteria, and obtain personalized outcomes. What are custom actions? Custom actions make it simple to carry out a templated action or task that end users can reuse, leading to personalized outcomes based
Creating a task at specific dates
Hi! I have a picklist-field within a module which contains the options 'Yes' and 'No'. I want a task to be created at every first of january and first of july each year if the option 'Yes' is chosen. How can I do this?
Is there a way to copy custom fields to other modules after creation - i.e Also create for?
Is there a way to copy custom fields to other modules 'after' creation - i.e 'Also create for'?
New row subform Trigger
Hi community, Can an action be triggered when a new subform row is created in Zoho CRM?
Auto populate Fields
Greetings, I created a module called "Attivazioni4P", in this module I added a lookup search field to get data from another module, "Companies" (default zoho "accounts" module). I would like to automatically populate the fields in the new form by simply
Conversion Rate in a Sales report
I want to be able to achieve the following in a single report. show, by sales person, their conversion rate. That is, the ratio from a closed - Won potential to a closed - Lost potential
calculating a records age
Hi I'm trying to calculate a record's age in hours, and the output doesn't make sense to me, am I missing something? here's the code: info "the date-time now is " + now ; for each offer in offerslist { bday = offer.get("Created_Time"); info bday; rn =
Capture the last time an email was opened
Hi, I have a conundrum… I want to be able to parse the Last opened date and time from Campaigns and have this populate a field within the CRM whenever this has occurred e.g Last Email Opened Date 01/01/2022 and updated with 13/09/2022 as they opened
CTI integration similar to SalesForce.
Hi, We want to integrate our CTI connector into zoho CRM. The connector is a web based application and requires following - 1. iframe in the CRM which can be opened and closed using some button in the status bar 2. JS sdk to send requests for screen pop,
Admin accounts to transfer fully to a user account
Hi, I am a super admin and I transferred over 50 accounts to a new user [salesperson]. She only had access to the account view, not the contacts, emails, etc as it seems tasks and information is still under my name eventhough I transferred the account
New Modül
Hello I opened a new operation module, I want to convert my patients from the deals module to the operations module, how can I do this?
How to save all Zoho contacts to Zoho CRM?
Hi, I'm trying to add all my email contacts to Zoho CRM. Is there a way to do this? Thank you, Tan
Log a call
Help, under Leads, I click on add new under open activities and select log a call when the box opens, outgoing call status as completed when i need to see the other options as my calls are all showing completed when I need to call them back. my status
How to display custom module fields in a Vendor portal?
Please see linked video for a complete illustration of my question. https://workdrive.zohoexternal.com/external/3e6455ef555b2e482989af96d3d58c26ec7b225812781059c568617c8e175f08
API Changes to Record Not Reflected in Timeline
I may be mistaken, but it appears that if a record is updated through the API, the record correctly notes the last modification, user and timestamp, but then the "Timeline" view shows no representation of the changes to the record at all? Please let
Purchase history
I need my Sales and CS team to be able to see the active and historical history. They are going to create deals with products within them. Is there anyway for me to display this information in the account module? Active products, Date Core App Deactive
Difficulties with Go Integrator
Has anyone else had any trouble with Go Integrator? I have set it up in line with the instructions but there are a few things that don't seem to work properly with Zoho... 1) Click2Dial just doesn't work. The green phone symbol is there, but it doesn't
Cookies are not accepting in telephony extension
A telephony extension has been created in zoho crm for our cloud pbx web application.When logging in telephony extension using login credentials of our cloud pbx,if third party cookies are blocked in chrome browser incognito tab we are not able to login
When Note Added - Create Completed Task
Hi, Im wanting to achieve the following.. When a note has been added to a record e.g a contact/account I would like to to create a task that is completed using the subject as the note title and description as the notes contents. Is this possible?
Projekte aus Books beim Kunden anzeigen
Um alle erbrachten Dienstleistungen eines Projektes (Books) beim Kunden zu sehen, wünschen wir uns die Integration als Modul oder ein Abschnitt in "Zoho Finance" in dem die Projektkennzahlen insbesondere die geleiteten Stunden zu sehen sind.
Template issues with CRM and Desk
We need to send hotel options with wedding packages to our customer to find out the best property for them. Currently, we use Freshdesk and are able to create a "main" template with general information and processes and 3 "blank" spot where we can enter
Error in mapping fields from Integromat to Zoho
Hello, we are currently integrating integromat to our Zoho CRM and experiencing an error in mapping the fields, the error is due to the Lead Type field we have in one of our Layouts. Here's the context: When a new lead sends us a message it should be
update date-time field
Hi, How to get created - date and time and update into date - time field .. i am getting issue while updating time .. date i am getting correct ... i am trying to update both date and time from created .. calls_record = zoho.crm.getRecordById("Calls",ID);
Expected Revenue Report
Hi there, Is it possible to produce a report of Expected Revenue by Month? Thank you.
Can ZOHO CRM do these tasks
Hello everyone, before we jump onto a new CRM software we have a few processes that definitely need to be available. A new CRM is always very overwhelming, so maybe you can help me out before I try to figure on my own. Can Zoho CRM handle those tasks,
How to check the tickets (Zoho Desk) related to a Zoho CRM account/lead
I'm trying to check all the Tickets related to a certain Zoho CRM account/lead but can't find the actual way to do it Could you guys please give me a hint on how/where to find that info? Kind Regards and thanks as always.
Why isn't an email considered an "activity?" Activity reports should be tasks, calls, meetings/events AND emails.
Activities are supposed to be "interactions" with the records. I'd think that an email is considered an interaction. Is there a way to see emails, calls and meetings in one place? Is there such thing as an activity feed that just shows all recent Zoho
Is there a way to create a view in the Approve Leads section?
Here's my problem. I have 3 Web-to-Lead forms for different purposes. Each of them when populated will have different custom fields filled out. When having to approve these leads, I would like to be able to create custom views which will include present
Executing a Function in ZOHO CRM Sandbox returns INVALID_TOKEN
I'm trying to execute a function in the CRM sandbox but the function keeps on returning the following error. {"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} that same function works just fine in the production environment
Weekly tasks that don't appear until the start of each week
I'd like to make a task that appears in my Open Task component every Monday. Once I mark the task complete, I'd like to disappear until next Monday. I tried to set a task as recurring but I'm not trying to schedule visible tasks every Monday into perpetuity.
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