Function #42: Organize Contacts based on the Deal Stages
Welcome back everyone! Last week's function was about updating subform records in two accounts simultaneously whenever one of them is updated. This week, it's going to be about displaying the Deal stages as "tags" in the Contacts records. Business scenario We all have our own ways of categorizing stuff. Lets say, you have a bunch of novels and you categorize them based on the genre, like "Action & Adventure", "Fantasy" or "Thriller". All of them are placed under a "Book Shelf" with separate sections
Subform entries on HTML template
I use Exclaimer as my signature software, but that means emails that use templates created using the template gallery on CRM look strange because the email page is significantly narrower than the signature. The signature also aligns to the left whereas
Outlook 365 and email integration with Zoho CRM
I use Outlook 365. Is there a way when sending outbound messages to clients and prospects to paste that email within that specific customers accounts notes section? Thank you!
Code to Copy Data from one module to another module based on Look Up Field Value
Hello all, I know this topic has been discussed, but unfortunately I could not make it work. I need the following - I have two modules - Module A with Record A that has Field A1 and Field A2 Module B with Record B that has Field B1 and Field B2 In Record
Call button in Task 'Scheduler'
Hi there, Our telemarker works off Lists that have been created using various filters. How do I add a 'Call' button on the page that lists all the tasks? (see attached screenshot to illustrate the page I mean). The phone number is displayed on the right
USE DIFFERENT EMAIL
How to send emails from different email expect zoho.adminuserid using custom function I have already added 2 emails
Workflow doesn't detect update from custom function
Hi, I am trying to apply a tag to a Contact based on a field that is updated through a function that captures data from a custom module. I created this workflow (see attachment) but nothing is happening. It looks like Zoho doesn’t know that the Contact
Products filtering in inventory templates
Dear Zoho Comminity, I have a question regarding possibilities to filter / choose certain product types in templates. A quick clarification / need: We ship regularly products to clients. Currently we're using a packing slip which is based on a sales order
Introducing Admin Tools — An Interface for Configuration Management
We are thrilled to introduce to you, Admin Tools, a new feature in Zoho CRM, that is designed to simplify CRM administration, especially when you have a myriad configurations in your account. CRM Administration is a challenging ride that primarily involves
Daily Email with Open Tasks
Good morning, I'm currently trying to set up a scheduled daily reminder for each member of staff to see all open tasks against their name. I've created a Report for Activities > Tasks, however I'm unable to filter this by Task Status (ie only Open Tasks)
Save and continue later?
What's the best practice for working on a Mail Merge based document, not completeing edits in one go round, and then continuing edits later? As an example, we have a writer merge template that pulls CRM data and will ultimately end up in Sign to be sent
Tracking Email Opens?
I have been sending individual emails to leads using Zoho CRM, Is there a way to track if these emails have been opened?
Defining a custom range for tasks older than 15 days but less than 45 days.
Hello, I am attempting to create a set of reports that will track a lead as it's tasks age past their initial due date. I would like my reports to look like this: Report 1 = Tasks due date less than 15 days (this one is easy) Report 2 = Tasks due date
Connecting Deals and Products
Hello. I have connected Deals and Products. But what I am missing is when I choose from Deals the product that I want, for the Deal to take the price of the product automatically, and then follow the whole pipeline. eg In Deal A I select product 1. That
Running Audit log for active users for more than 60 days
I am the administrator for the company account. Our management has requested a Audit log for all the active users for the last one year. We see that we can only run a report showing audit logs for the last 60 days. How can run the same report for the
Python SDK V2 OAuth Problem/Question
Hello there, I´m new to python, so I apologize if my questions is dumb. I also searched everywhere but I cannot find a solution or an answer. First of all: I used this documentation for CRM SDK v2: https://www.zoho.com/crm/developer/docs/python-sdk/v2/config.html
Convert Closed Won deal to A Custom Module
I am trying to figure out the best way to accomplish this task as I need to convert closed won Deals to a custom module im going to name Post Sale, we have various tasks that will be completed after the fact and I felt that going with a custom module
ID for picklist value in record API
Picklist data field type returns a simple string value via get record REST, i. e. /crm/v2.1/Conctacts/1306462000000888026 { ... "id": "1306462000000888026", "CustomType": "foo" // 'CustomType' is my custom picklist field ... } CustomType picklist
Unable to access related records for multi-select lookup via REST API
Given I have `foo` and `bar` data fields: Campaigns.foo - simple lookup field, linking deals module `Camaigns.bar` - multi-select lookup field, linking deals module I am not able to retrieve the multi-select one in the records list REST API: /Campaigns?fields=bar`
What are the best practices for sync and view set up, were are currently out of syncs
I work for a company that regularly goes to trade shows and when we leave the tradeshows we come back with a list of badges scanned in an excel document that we upload into Zoho and then use specific views for the specific trade show and have other syncs
Index card as summary for printing
Hey, I've got the request to generate an index card which can be printed. This should have company data as well as all contacts and the notes. I've tied to generate a print template - but there is no possibility to add the notes into the templates. We
Zoho CRM / Task View, defaults and custom views does not load anymore
Zoho "deactivitated" Activities and split into Tasks, Calls and Meetings. Since then I have switched 2 views but now module "Tasks" does not load anymore. It has worked until last Thursday. I cannot see even default views, this applies also to other
updating invoice record
Is it possible to update invoice record without specifying Invoiced_Items ? If I want to just update the subject part of the invoice why should I specify Invoiced_Items records ? {"data":[{"code":"MANDATORY_NOT_FOUND","details":{"api_name":"Invoiced_Items","json_path":"$.data[0].Invoiced_Items"},"message":"required
Client script can't effect in Detail info Page
Hi Client script is very powerful for user. But It have a leak in detail info page .Because detail info page can allow modify single field .I already did client script in that field on change action In edit page (create or clone). How can I aviod user
How to add attachments in creating record in quote module?
I want to add a file when creating a quote using php sdk version 3. how to put it in attachment?
add attachment file when creating quote module using php sdk version 3
I want to add a pdf file in the attachment of quote module when I create a quote using php sdk. But I cant find any references regarding on attachment of files using php sdk. can it be done?
Create a new subform entry whenever a picklist field is changed.
The complete case is this: We are already tracking one picklist field history with the functionality that Zoho provides, but now I want to track another picklist field history with a workaround that came across my mind by creating a subform and writing
Update a field in Contacts from a custom module
Hi, I have this function which works very well. It updates a date-type field in Contact from a custom module. custinfo = zoho.crm.getRecordById("Vingo_Ride",custid.toLong()); ctime = custinfo.get("Ride_date"); relcont = zoho.crm.searchRecords("Contacts","(Email:equals:"
Receives a blank message on SDKException using PHP SDK version 3
I am trying to add a Quote record and I need to attach an account to it. I have a logic that if account is not existed in the crm, I will create a new account record and use it to attach in Quote record. But when I try to add a record on account module,
What is the full Deluge invokeurl code to GET / SET subform records of a custom module?
What is the full invokeurl to GET / SET subform records of a custom module? Thank you. Ken
Best way to analyze the performance of email templates
We have 133 templates that we use in CRM and an I'm seeking an aggregated way to look at their analytics (opens, clicks, etc.) so that we can quickly see which ones are performing well and which ones need refactoring. I think all the data is here because
Custom Reports - Account report that lists associated contacts in different columns
I'm hoping there's a simple solution for this. I'd like to create a custom report for accounts that lists each associated contact in a separate column by first and last name. Something like this: Account Name First Name Last Name First Name Last Name Shipping Street....... Columns 2-3 would be for the first contact associated with the account, 4-5 would be the next contact, and so on. Any ideas? Thank you advance, Jeff
Automatically assign Owners to Accounts?
Hi. Is it possible to run any assignment rules which will automatically assign Owners (Users) to Accounts? I know this can be done with Leads and Deals, but we need this function for our growing list (currently 900) of Accounts.
Lead Assignment Rules
Hi Guys, I have created lead assignment rules, however they are not working. The leads are created via zapier, how do I get the lead assignment rules to execute on all leads created? Thanks Scott
Ability to create 2 different codes in 1 module
I want to create two different automatic codes. When a personnel from the company creates a new purchasing offer I want the code to be PRCxxxxx and to be able to see this offer on the kanban board. Then after this offer is approved I want the code to
CRM COMMAND CENTER stopped working!
Hi there, We noticed today that 2 days ago our command center journey we have setup for leads stopped working. Did this happen to anyone lately? Our leads enter the Journey when they're created. But then, they do not travel to any other states as they
Zoho Mail and TFA Office 365
Hi Team We recently added TFA to our Office 365. I'm following the TFA guide on Zoho's help documentation to generate an App Password, however that password simply does not work! Any tips?
Is there a way to customize the matching records fields shown during a mass transfer?
I've searched and searched and only find a way to customize fields shown when doing a record search. Is there a way to customize the fields shown for matching records when using the mass transfer functionality?
Extension pointers for integrating Zoho CRM with Zoho products #6: Handle and track your Zoho Bugtracker issues easily from within Zoho CRM
Switching between multiple applications to keep track of data is a time-consuming and laborious process. Having visibility into all related data in one application makes work easier and more efficient, and helps mitigate errors. Zoho Projects and Zoho
Problem with Dashboard
Working fine in the past, but with issues for the last 10 days. Been an administrator I should nor receive this message: You do not have permission to view this dashboard because: 1. The corresponding module or field may have been disabled in your profile
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