Updating Zoho Multi-Select Lookup via Deluge Script

• Topic Participants

• Saeed, Jehanzaib

• Andres

• nick

• Pheranda Nongpiur

  

• Aaron Phua

• Sticky Posts

• Function #46: Auto-Calculate Sales Margin on a Quote

  Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's

• Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

  Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such

• User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)

  Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.

• Custom Function : Automatically send the Quote to the related contact

  Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow

• Function #50: Schedule Calls to records

  Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM

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• Power of Automation :: Streamline Task Sync from Zoho Projects to Zoho Mail.

  Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

• Digest Avril - Un résumé de ce qui s'est passé le mois dernier sur Community

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• The corresponding module is currently disabled in Zoho CRM.

  getting this error message when trying to set up sync between crm and invoice The corresponding module is currently disabled in Zoho CRM.

• Estimated Time for releasing in Australia?

  wondering if theres any timelines for when this feature might be availible to use in Australia?? would be very helpful sooner rather than later! Thank you :)

• Zoho Books | Product Updates | April 2025

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• Please cancel my trial / subscription

  I’m doing a free trial of the Enterprise version. I’m trying to cancel it and make sure I won’t be charged a subscription. I can’t follow your help pages for this because I don’t get a sidebar with the details. I’ve wasted a lot of time trying to do this.

• 日付別メール送信リストの作成

  日々顧客に個別にメールを送信しています 日付別に送信先リストを作成することは可能でしょうか？

• 【Zoho CRM】キオスク機能のアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、キオスク機能のアップデートについて、 一部を抜粋してご紹介します。 キオスク機能とは？ 特定の処理を行うための専用画面（キオスク）をノーコードで作成できる機能です。 自社の業務プロセスにあわせた画面の表示、タブをまたいだ処理などが可能です。 本アップデートにより、キオスクの柔軟性と操作性が大きく向上しました。 詳細について以下より確認しましょう。 ＜目次＞ データ取得機能：「データ選択不要」のデータ表示

• Ability to Add Custom Favicon to Zoho Desk Survey Window

  Dear Zoho Desk Team, Greetings! We would like to request the addition of a feature that allows users to add a favicon displayed in the Zoho Desk Survey window. Currently, there is no option to set a favicon. Customizing the favicon would allow businesses

• Campaigns Place-holder $ tags

  Hi there I’ve just started using Campaigns and I’ve been making use of the placeholder inserts available when constructing the email. However, in my contacts in CRM rather than have a first name and last name field I put their full name into the last

• Setting Up Automated Lead Nurturing Campaign in Zoho CRM

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• Books Not Matching Transactions from Feed - "The total amount does not match with that of the transaction"

  Recently, transactions that are transfers from a foreign currency (FCY) account to a base currency (BCY) account are not allowing for matches with transactions from the bank feed. Please see the screenshots below: As one can see, the amount is in the

• Inline and background image with from scratch contract type

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• Is it possible to display a graph of data within a contact record

  I’ve had someone create deluge code to import data from another SaaS platform into Zoho CRM for my swimming pool company. This data is stored within each customer’s contact record under a custom module called "Chemicals" and is updated weekly with new

• Adding the date of an expense to an invoice

  Hi there, I have uploaded a whole load of expenses. I have prepared an invoice, and want to add the expenses. However I need to show the date which the expenses were incurred - how can I do this in the template? Thanks Michael

• How to Link WooCommerce Orders to Contacts in Zoho CRM for Better Customer Segmentation?

  I’m running a fashion e-commerce website using WordPress. My sales staff usually rely on customers’ past orders to segment and re-approach them for sales. However, I’m not sure how to apply Zoho CRM for this purpose, since I can’t link the orders from

• [WEBINAR] - Importing PDF bank statements into Zoho Books [ Indian and GCC editions ]

  Hey everyone! Manually entering the bank statements into your accounting software for reconciliation purpose is a tedious and error-prone task that can compromise the accuracy of your accounts. The banking module in Zoho Books helps you solve this problem

• Let’s Talk: What’s a Good Engagement Rate in 2025?

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• Mandatory DEFAULT for Billable and markup percentage

  Hello. So we have been using books and process bills from vendors that are to be invoiced to customers. When we convert from a PO to a bill we can enter the customer name on the line items and that is great. However, we would like to know if the default

• why is zoho assist server so slow

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• Nested notebooks

  Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.

• Third Insight - The Importance of Data Segregation

  The Wheels of Ticketing - Desk Stories The Importance of Data Segregation Data segregation In ticketing systems, data segregation organises data into logical groups or categories to reduce ticket backlogs and resolution time and improve the overall customer

• Inquiry Regarding Adding labels to Quick View Cards in Report

  Dear Zoho Support Team, I have created a report and designed it's Quick View and formatted the records as cards. However, I would like to include the field labels alongside the values for better clarity, as users may find it challenging to interpret the

• Facing Issues? No typing—just record and share

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• Creation of Path and subpath

  In order to improve the structure of the website for better organization, I would like to consider that when publishing a page, it can be within a section and sub-section. For example, if I have an events option in the menu, I can put past events and

• onDuty Request approval from API

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• Move a mail to another inbox without being parto of it.

  I would like to move an email from my inbox to another team's inbox in, without being a member of that other team. The goal is to assign the customer's request to the colleagues who manage that inbox, so they can take over and handle it.

• Zoho CRM CPQ NOT in criteria patern

  Hi, It would be great to have the logic-block of "NOT" in the criteria patern. Currently, only "AND" and "OR" are valid criteria when using the product configurator. Often, a "NOT" logic-block would greatly increase the usability of the CPQ. Example:

• Filter by Portal User Reports no longer work

  I've had multiple reports that filter the data that shows based on the portal user - thisapp.portal.loginUserName(). They have worked fine for years but a few months ago they stopped working. Currently, no records appear in the report. Also, this is the

• Quickly migrate attachments to Zoho CRM without having to restart the process multiple times

  Hello everyone, Customers often want to transfer all their data and attachments to Zoho CRM when they're switching CRMs (or moving from one Zoho CRM org to another). Admins use the built-in import tool to perform these migrations. There's a common source

• Numeric Field Issue

  Hi We are trying to import deals but hitting a roadblock every time. If I create a single line field, the data imports fine for this field (it's a currency field in csv). I have found I can't sum this field though when trying to do a revenue report. When

• Transfering Creator data to Books

  Hello, I am working on a new app that will have suppliers, products, customers, order, etc. When I will be finished, I will want the end result (an order of goods) to be transfered to Books for invoicing and accounting. I will also use the supplier order

• Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts

  Can some on help me regarding our account . thank you so much

• Custom code ass to header and footer code doesn't appear

  I am trying to insert custom code into both the header and footer of my Zoho site. I edit the site "general settings" as demonstrated in the various articles, click save, but the code does not appear on my site. Is there something special I need to do

• Geo-Powered Retail Intelligence with Zoho Analytics

  In today’s highly competitive retail landscape, data-driven decisions are no longer optional — they’re essential. While businesses collect vast volumes of data across regions, stores, and customer segments, the real value lies in how effectively this

• In the Pivot table in the value section i want to the actual value instead of sum or count

  I am creating Early/late Check and check out in pivot report based on Zoho analytics I need the data to include: Employee Name Late Entry, Early Entry, Early Exit, Late Exit, First In, Last Out, and Total Hours.

• Outgoing blocked again.

  Hi Dear, My outgoing mails are blocked again. I am just using it as normal business emails going in and out. Could you please help fix the problem? I am happy to support where I can do to make it work properly. Thank you very much. Aurora

• Tip of the Week #54 – Automatically assign emails to your team members.

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• Keep your forms spam-free with CAPTCHA

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• how to get the first word in string using deluge?

  let say I have string "David Beckham". how to get just "David" using deluge? I need to get the first word in string using deluge?

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