Standardize Phone Numbers?
On the web forms, some people enter their phone numbers differently. Is there a way to require a standard format or can Zoho reformat the number correctly? For instance some people enter: 4445551212 444.555.1212 (444)555-1212 (444) 555-1212 444-555-1212
Exporting / Printing Price Books
Since most of the main partners / customers likes to receive their own price list / book, it is important to be able to at least have a proper printing format of the price books. Currently then only printing option gives only first 10 lines of each price
Zoho Projects - Zoho Deals Portal configuration
Using: Zoho One In Zoho CRM I want to associate (and auto-populate) some fields in the Deals module automatically by the associated project in Zoho projects. I did the field mapping and associated the fields that I wanted to auto populate in Deals (CRM).
Wizard Client Scripts Don't work on Mobile App
I have created client scripts for a Wizard create page. The scripts work fine on the browser, but on the mobile app they don't work. Client scripts on standard create pages, and edit pages work as expected on the mobile app. It's just wizard pages that
Styling UI components for Widgets
Hi everyone! We're building a Widget that should ask the user for some information. Is there a recommended way to style UI components so that they look similar to the ones used by Zoho?
Sharing a "cloud drive" with all user
Hi everyone! Zoho CRM allows to attach files from "other cloud drives", is there a way to configure a single drive and let all users use it? Thanks for your assistance!
Changing boolean value in template to a word
I was wondering if there is a way to change the value of a boolean field to show a word such as 'yes' or 'no' when trying to export as an email/pdf. I see there is a way to manage and edit fields within zoho writer under mail merge. Unfortunately there
Update Deal field based on direct link in Email
Hey Team I have a question relating to what I assume is a common request - and so I'm hoping there is a simple, straightforward answer that I've missed! When a Deal completes, we automatically send out an email to the Client with a satisfaction survey.
How can I make all Accounts viewable to all users?
We have added two new users to Zoho recently. Unfortunately, they cannot see the all the Accounts that have been created and owned my me as the Administrator. How can I change the permissions to ensure that all of our Accounts can be viewed and edited
We need to log calls to Vendors that are related to Contacts
We often call our vendors to discuss our contacts with them. When logging a call, we can't choose that the call was to a vendor and related to a contact. We can only do it the other way around, which is inaccurate. Could we be given the option to log
Is it possible to set arguments in the arguments mapping feature for every use of a function?
Whenever I use argument mapping in functions it drives me insane that I have to create a new function whenever I want to pass another value to a function. Is there a way to set arguments for a function seperately for every use of that function?
Permission to change record ownership
I am after understanding fundamental permission behaviour in Zoho CRM related to record ownership. How should I configure CRM user roles and profiles so that users in the roles hierarchy on the same level can change the record ownership? In other words:
Clean work drive in CRM
Hi, Our team always upload some file into CRM. I realize we need to clean up the upload file after a period of time otherwise it may full?(not sure) Could you please tell us how to do it?
Triggers functions when restoring from the Recycle Bin
Hello, Would you please tell me how to execute the function when I restore the data from Recycle Bin?
Use client- script to get the data id for multiple selection
After selecting data in multiple selections, I found that there was an array object called selectid, but it was not included in the packaged SDK. We were unable to obtain which data had been selected, resulting in no way to filter the corresponding data
How to extract multi lookup field data
Hi I have a multi lookup field in the Deals module of Zoho CRM which is looking up to the Contact module. Is it possible to extract the contact associated to each deal from that multi lookup field via a custom function? Can anyone share a sample code
[Early Access - Updated to LIVE] Introducing the Canvas Design Studio.
Greetings Customers! Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's
Workflow trigger not working with Zoho Forms
Hi there, I'm utilizing Zoho Forms to create a custom module in Zoho called "Discovery". It's working as expected. On this "Discovery" I have a field with a drop down with the options of Yes or No. If that field is Yes, a case should be created. It is
Deduplicate Accounts by Address
I need to deduplicate by address. That is the most certain factor. Two businesses at the same address are usually the same business. The account names are not the same because one will be the parent (corporate) name and would will be the actual business name. Please add address as a factor. If I combine address and website it would be about 100% valid duplicate match.
Importing data into both leads and contacts modules - how to avoid duplication?
I have a data list that consists of new leads and likely existing contacts. (607 people) I want to import the leads into the leads module, but how do I exclude contacts I will not know and vice versa? How do I import the list into the contacts module
Import Phone nrs
I have Zoho Enterprise and W10 I have extracted from Zoho a file containg Zoho Id's with phones being (example) 0091-1234567 In the new list via Excel I made extra Phone colum say PhoneGOED with ="+"&MID(Phonefield;3;15) So in this new column I have +91-1234567
Cross-Reference Potentials
Would it be possible to somehow cross reference a potential as A company is the buyer and B company us where the product is to be used?
How to ensure the order in which functions and workflows are run on record creation.
Hi there, We have multiple functions that occur when a new record is created. These functions are each run from separate workflows, as each workflow doesn't allow multiple functions to be run from the 1 workflow call. Some of these functions require other
CRM Cases Module: Doing mail merges from within Cases
All other modules in the system have the ability to do mail merges however it’s not possible within the cases module. Does Zoho plan on implementing this anytime within the next year? I know I can re-create a custom module to act as a cases module but
Different Auto-Number Prefix for Different Quote Layouts
I am hoping someone can help. We currently have two sales streams that I am slowly separating so that they capture their own specific information, manage their own customers and have their own custom paperwork (Quote/Sales Order/Invoice). Whilst trying
Production Completion and Delivery Information Report in Zoho CRM
Hi, is there a way to generate a production completion report in Zoho CRM. I have a production completion dates field in the line items and I want a report to show all the deals and its corresponding line items production completion dates. Also, a report
Zoho Portal - Access to Associated Contacts
Hello, I am trying to set up a customer portal to our business partners. My example is very similar to the one described in the zoho crm article about portals: "The franchise owners can request to view their outlets' performance and their customers' details.
Insert image from product into a template
Hi I'm trying to use images I've attached into the Products module into the Quote Template but the personalized fields I've added into the Products module are not listed, only the Product Image product. Is there any form to insert them? (including doing
Client Script - On Field Update Event
I am trying create a Client Script that would run when a field is updated. But the only available event option is onBeforeUpdate. I need an onAfterUpdate kind of event so I have the latest value of the updated field. How can I accomplish this? Thank
Adding a button that asks for details
Hi everyone! we would like to add a "Ask for a quote" button to our Deals Detail page. This button should show a form that asks a few details and then sends the values to an endpoint exposed by our ERP. What is the recommended way to achieve this? Thanks
Products with Different Prices
I work for a touring company and we would like to automatically send out a quote but we have some tours with different prices. Like for example, the Skydiving we offer have different altitudes, picture packages etc. Is it possible to send out a quote
Dates on quote in SPANISH.
Hello zoho comunity.. It's weird as we have our main CRM language in Spanish, however when we're managing quotes dates are showing in English so don't know how to change it. Have attached screenshot. Please any help? Thanks in advance.
Stage History section in other Modules
Hi Zoho team, I would like to ask if we can add a Stage History section in other modules just like the one existing in the Deal module. Kindly check the screenshot below. Is it possible to add a Stage History section in other modules?
Triggers workflow rules when restoring from the Recycle Bin
Hello, Currently, I can run a function in a workflow rule when I delete a record, but I can't run anything when I restore it from the Recycle Bin. I have set a function in my workflow rule that recalculates the amount when a record is deleted. However,
How do I disable a Contact?
Hi there! I have Contacts associated to Accounts. When a Contact leaves a company, how do I disable the contact without deleting them from our database? I do not want to delete the Contact because I want to retain all activities with that Contact but
How to automatically relate Deal to Campaign via lookup when it is created?
I'm an admin in Zoho and I have a specific process I need to automate. When an email campaign is sent out to contacts, if someone responds and says they are interested in the product, then the sales rep will create a Deal (long story short we handle both
Webforms and Updating existing modules/records
Can webforms update existing modules and fields? For instance, we have contractors that aren't employees and we want updates on how an appointment goes. I built a webform to update the status of that lead but it's creating another lead even though the
Manage Zoho CRM contacts with 0365
Hi, the option to enable contacts sync/manage Zoho contacts in 0365 states: "Take your Zoho CRM Contacts to Office 365 and manage Zoho CRM Contacts from Office 365" If this is enabled, does that mean that all of my contacts in 0365 would be dumped into
Zoho CRM and Wordpress portal integration?
Hello Zoho team, our organisation is planning on adding a customer section to our website that's hosted on Wordpress. We want to achieve the following features: 1. Contacts that are in our CRM should be able to login with their Email and password.
Support Access for Zoho CRM
Greetings, We are pleased to launch Support Access, which enables you to grant temporary access to your Zoho CRM account for a Zoho technical support representative. This allows them to identify and resolve any problems or issues you may be experiencing.
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