I want to create auto number field
Hi,I want to create auto number field that will change over the time. For example,if the time is 2022.2.2 appears "220201"..."220299" and then when time is 2022.3.5 appears "220301" May i ask for how to do this at function in CRM
Customer Portal - can the Customer receive an email notification when I do "Share to Customer" in a Note?
Customer Portal - can customer receive email notification when I do "Share to Customer" in a Note? If so, where is this configured? If not, it's a major feature need. Giving our customer's easy access to Portal interaction is powerful...requiring a customer
Zoho CRM Workflow - Trigger isn't working
I've created a webform using Zoho Forms and it is integrated with Zoho CRM. The integration between the application is working. However, the workflow I created in the CRM isn't working. I set a workflow rule with 3 conditions. If a package is XYZ,
Contract Expiration Date
I am trying to automatically create a date using a function field to show us the date a contract will expire. I saw other topics discussing similar needs but I couldn't get their suggestions to work. To create this date I want to use a date field that
Sandbox Configuration and Data Type is disabled
Hello. New to Zoho community. I have reviewed numerous Sandbox related posts but they all seem to be stale and the ability to use production data in the sandbox when creating now appears to be an option. HOWEVER, when I try to create a new Sandbox the
Related List, Related List Label and custom fields? Help!!
I'm having trouble understanding the related lists, what they are for, how they map, etc. I've added custom fields in the Leads module, for example, to associate a Vendor with a lead. I create the new field using the following Field Type: Lookup Label: Vendor Lookup Type: Vendor Module Related List Label: ????? I entered "Products" under the first Related List Label. Now, when I go the specified vendor, there is a duplicate Products section with the Lead associated. I've created a few other custom
Update a account field with a value from another field at a point in a blueprint
I was hoping someone can help me out. When we have a new deal hit a current stage I need to copy a meeting date that in in the account record "Upcoming Meeting" to a field "Last Meeting". I can't figure out how to write the function for it.
Mulitple Account Owners
We have the need to have more than one account owner for accounts, contacts and leads. Is this a possibility? If so, how do you add an additional owner to the account? If this is not possible, is there a way to set up a specific role that can only see accounts, leads, or contacts that are assigned to specific owners? Your help is appreciated!
Category for tasks/events in Zoho CRM
Hello, I think there will be needed to create categories for task and mayby events just like in calls. Please consider that
How to create a record for Contacts with API C#?
I already talked with Zoho IT department and they gave me link: https://www.zoho.com/crm/developer/docs/csharp-sdk/v2/record-samples.html?src=create_records This link is showing how to create a record for Leads, but I want to create it for Contacts.
Why are Zia's "enriched data" suggestions so often so completely unhelpful?
I've had Zia suggest information from another person who lives in another country -- and Zia knows that, because it can see that the person in the CRM and the person it's suggesting have completely different addresses. I've had Zia suggest information
Single Sign-On from Website
Is single sign-on from a website to Zoho CRM possible? How is it done?
Focus Group Webinar - Integrating Zoho CRM and Zoho Analytics
In addition to the Focus Group webinar on revamped reports in Zoho CRM, we're discussing and demoing how we can setup an integration between CRM and Analytics, and leverage these advanced functionalities contextually with CRM data. In addition to more
Adding Images in Print Templates
I have an IMAGE UPLOAD field in my QUOTE. (Not a product image). On editing the QUOTE TEMPLATE, I can't see the FIELD there (in my case, ${Quotes.Image}) Is it possible to add an image?
Get selected Lead for a custom function
We are trying to create a custom function that will send messaged to selected Leads. Using zoho.crm.getRecords("Leads") , we were able to fetch all records but not sure on how can we get only records that are selected on the Leads list page?
Opportunity to contract conversion (= 2 deal modules with different names)
Dear all, We just started using Zoho CRM and we have decided that the "Lead" module does not fit our type of business, as a lead is converted generally to 1 person (Contact) and 1 company (Account). As we sell products to large conglomerates, we would like to store many contacts with 1 opportunity and sometimes various opportunities for 1 contact, and it got too complicated to use Leads. So, we came up with the following: Account = Company - we register any company that we come across directly as
Using Client Scripts to auto-fetch info from a look-up field that links it to a related module.
So we have a "Clients" module, storing details on clients, and a "Client Meetings" module, which stores the history of each meeting with a client. One Client can have many Client Meetings. On the client's page, we store many details like the discount
Change field from other field only if there been an history change - retroactive
Hello, What I'm trying to do is give a value to a field call "Verified Lost Amount" from another existing field call "Total Loss Amount" but only if there has been an history change to "Total loss amount" field in the past and I want to do it retroactive
When does a person gets cookied
Hi, we are currently shifting from marketo towards Zoho crm, and we will upload 50.000 contacts in our database. Which actions can one do so that he/she gets cookied, and will be connected to the stored email address in zoho CRM? Form Fills? Click a link
How to capture Event date to update a custom field
I have created a custom field in Accounts called "Last Visit Date." I would like to update this field automatically every time a new Event is created. I created a Workflow rule that is executed any time a new Event is created with a related Action to update the custom field. The only field update options I have are ${EXECUTION_DAY} or a date picked from the calendar. How do I capture the Event "From" date, not the date the Event was created? Any suggestions? Is this even possible?
Last Name field in Contacts Layout is not displayed
See screenshot enclosed Hi, In ZOHO CRM Contacts Layout, I have Last Name with a red border on the left and the field is not displayed on the contact page (this field cannot be modified as it is system-defined). How can I make it appear on the layout
how do I change ownership of contacts from users who are no longer in the CRM
I had user A user A owned contacts X Y Z * user A is gone I want to find and change all contacts XYZ * to user B I can't search for contact owner A as CRM does not allow me to do that How do I change all contacts(X, Y and Z) owned by A to user B?
Lead management module
Hi I am a sales manager and we use Zoho one to manage all our business. I looking for a super efficient way to call leads. My dream is a windows with one lead in it and after a call, my rep can add info like "no answer" or "no deal" and then click a button
How to link a new module to the contacts related list
I have created a new module and want that module to link to the Contacts module just as Notes, Attachments, Emails etc do. How can I make that happen?
Automatically close a task when a tag is added on an account
Hi Everyone! I just need help on how I can automatically close a task related to an account when a tag is added to the account. Thank you,
Check a checkbox field in Custom module if an Opportunity reaches as particular stage
Hi, I want to create a custom function that checks a checkbox field on all the related records from a custom module when an opportunity reaches a particular stage. Please let me know how can i achieve this.
Multiple potentials from one contact
I have a customer that acts as a distributor for me and weekly is sending me quote requests for individual potentials. How can I separate emails from one contact to each potential that I have for them? At the moment all emails from him goes into all
How to create a record in Zoho CRM by using C# API?
So, I found a code for how to create a record with C# in Zoho: https://www.zoho.com/crm/developer/docs/csharp-sdk/record-samples.html The code, which is written there is not working for me. I already talked with support and they sent me this link: https://www.zoho.com/crm/developer/docs/csharp-sdk/v2/files-samples.html?src=get_file,
Days between two dates, if one field blank, use todays date instead - doesn't work?
Hi! I am trying to do a formula in CRM on a product; It has to show how many days the product was in stock, before it was sold. If it is not sold yet, then it has to show how many days it has currently been in stock. This is what I came to so far; If(${Biler.Salgsdato}
Updating subform lookup field with function
I need help programming a function to update certain subform fields with other subform fields in the same subform. I want to be able to publicly post a Zoho Form on my site for prospective customers to fill out that includes a Zoho CRM-linked subform.
Custom Module questions
Hi Team, I have created a custom module called 'Change Requests'. This is for when a client requests us to make a change to their environment, we need to document what is to be changed, if there are any costs associated, and have them sign it before we
Attachment's not working
Is anyone else having problems adding attachements? Ours have stopped working and we have a link with Gravity forms so people upload docs online which appear in the attachments section but it stopped working last night.
Enrich data issues
I love the Enrich Data feature, but there are several issues that I've had. 1. Phone numbers are doubled in the field. In other words, a phone number will show up as (123)123-1234(123)123-1234. 2. Addresses: the street address fills with the entire address,
Enhancements and changes for Zoho Campaign's integration with Zoho CRM
Dear All, Through its integration with Zoho CRM, Zoho Campaigns helps to nurture your leads and contacts through well-planned email campaigns by synchronizing leads and contacts between the two Zoho services. It offers various options to touch base with
Workflow Rule Not Firing
Hey Everyone, I've set up a sandbox and, inside, I've created a basic workflow rule that should fire whenever an Account is created. This workflow rule should trigger the Test_Account_Function function, which contains the following code. zoho.crm.updateRecord("Accounts",accountId,{"Account
ZOHO Reports do not get refreshed
Hi All. We have a module call meetings; reports get generated for this module. I created an entry but the report doesnt pick it up and refresh with my entry. Essentially reports dont get refreshed even when we do a "Run".
Google Ads and Offline Conversion Tracking
Hi, Has anyone got any experience of using Google's Enhanced Conversion tracking with the CRM, we are looking at using this feature to ensure that our offline conversions are tracked, and have started to move forms, would enabling Google Ads within the
Workflow rule webhook per Zoho CRM environment
Currently I have a Workflow rule setup to trigger on the creation of a new Lead in my Zoho CRM account. Once triggered, with Workflow rule will send a webhook to a specified URL e.g. https://production.example.com/api/v1/zoho/webhook If I rebuild my Sandbox
Not getting cc or bcc emails to myself
I'm been sending out personalized email templates per contact in Zoho for days and have not heard from anyone. I tested it by ccing or bccing myself and I did not receive the emails after about an hour waiting for them to come in. Hmmm?? Are my contacts getting their emails. When I sent one email to myself (no cc or bcc) I got it in a minute or two? Why is the cc or bcc not working?
Need help with Update field values using Custom Functions and Workflow
Hi, am stuck for a couple of days now, read lots of tutorials and posts in here. Am trying to update a field in Account (Priorit_entreprise) to Contact (Priorit) with this function rec = zoho.crm.getRecordById("Accounts",acctId); mp = Map(); mp.put("Priorit_entreprise",ifnull(rec.get("Priorit"),"")); updateResp = zoho.crm.updateRecord("Contacts",contId,mp,{"trigger":{"workflow"}}); info updateResp; In all the tutorials I read, you suppose to have in your arguments like this : contId = Contact ID
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