Auto-populate fields from Lookup Field
Hi, I am creating a custom module that I would like linked to Opportunities. The purpose is to raise an extension of work against a "base" Opportunity. I.e. We raise an Opportunity for a package of work (we are a consultancy). The client may then ask
Zoho CRM Portal Default Value on form load
The contact would create custom module record on CRM Client Portal. How can I default value fields [account name, ship-to address, ship-to phone, ....] from module Contact to the custom module. I try the [Workflow Rules] at Automation, but the trigger
Problem converting from unix time to date/time
Please see the code and output below. If I convert a date/time string to Unix time and then back again, somehow an hour is added. I have confirmed that: - my Zoho and CRM time zone settings are Europe/London - time in London is currently GMT - the date/time
Delete fields
Hello, I'd like to know if it's possible to delete some fields in the module "Lead" and the module "Contact" Thanks, Candice
Lead conversion restrictions
Hi, I encountered an issue with leads conversion and I have no idea on how to solve it: When a Lead is converted to a Deal, you can choose in which stage the deal should be, but I want to restrict this - the deal stage should be "Prospect" by default.
Contact Module Tags
How do I delete a number of old and/or bad tags from the list of available tags? Also, what is the easiest way to pull a report based upon a certain Tag designation? Thanks.
Simplifying complex report writing
I'm not sure that there is an easy way to do this in Zoho but thought that people in here might be able to help - Zoho has so many products that maybe it can be done by linking to another. So the scenario is that we have to at regular intervals write
Convert a location into a child account
We use locations as long if we not know if locations are self buying entities or buy via the HQ. If we get more details and a location seems to buy for itself, we want to convert a location into a child account. The only two ways I see to do it now is:
Email Templates
In my email template below everything works except those highlighted in blue. I would like to know how to get the phone , user name and Original Account ID Number into my template. Dear Sam, Our reference: ${Cases.Account Id Number} ${Cases.Primary Contact
Connect Custom Module with Contacts via MultiSelect and Deluge
I have created a custom module called "Customer Account Plan" which is created by a button on the Accounts module; this button will auto complete several fields as it's creating the record. I want to associate the Contacts that are relevant to this Account
Having the possibility to filter by Caller ID & Dialled Number on Workflow - Calls module
When creating a Workflow in Zoho CRM related to the Calls module, we can't filter with some fields (like Caller_ID & Dialled_Number). So to perform any action based on these fields we need to do it with a custom function that will use more CPU usage and
How to Dynamic Pricing Based on Geographic Zones and State with Price Books"
I have following requirements but not able to create price books with State and Zone and how quote will get price based on state and zone. Please help me out how to do this. Task: Assign unit price in the quote subform based on the Price Book. Create
Business Messaging Telegram needed
Nowadays Whatsapp as the only choice for the Business Messaging option it's simply NOT enough, we need to offer to our customers the option to get information using Telegram messaging platform too. Is there any plan to build an integration?
Is there a way to show a Subform field in Canvas as a Tab element?
Something like this:
Here is a simple wrapper function to Tag a CRM record for you to use.
I sometimes need to conditionally tag a record when debugging my Deluge code. Here is a simple "wrapper'-style function, that saves a few lines of code (which makes long chunks of code easier to read). tag1 = Map(); tag1.put("name",tag_name); tags_list
If I write "attach" or "attachment", but forget to attach something - please give me a pop-up box to remind me to attach something!!!
Hi Zoho Team, This is a feature in Gmail that I really appreciate, because it stops me from doing embarrassing things. It would be great to have it in Zoho CRM as well. The way it works in Gmail: - I write "attach" or "attachment" in an email, but forget
Writing to a multiselect user field
Hi, Just wondering if anyone can provide advice about how to write to a multiselect user lookup field. I've tried a number of approaches but none work. I'm fairly new to Deluge, so would be grateful for any advice. This is a long post, so I really appreciate
Database's
Hi Zoho Community, We have 2 databases that we want to add to Zoho separate from our other contacts. Is it possible to do this via adding another module, or is there another way to manage this.
Formula Help - Only Getting "0"
In my CRM, I have created 4 fields that should calculate based on the FFL Number. However, they're only producing "0" each time. What have I done wrong? They're all set to return a String. FFL Exp Month Formula: If((Substring(${FFL Details 2.FFL Number},10,1))=='A','January',(If((Substring(${FFL
Field width in Canvas view
Hi, Is there any way to make the edit fields standard width in Canvas? Right now they are very small and you have to aim the mouse cursor at the pencil icon to be able to edit the field.
Zoho CRM search hot key does not work
Does this happen to anyone else?
How can we add HTML to an existing Email Template usign deluge
Is there any way to add HTML text to a CRM Email Template through deluge? We were thinking to use a multiline field with a text lets say <p>This is my text</p> and put this text in the Email Template through merge field. But it returns the whole text
Dynamically populate webpage with data from CRM record
Hello all. I'm looking for a way to dynamically populate a webpage from a crm record. For one of our services we provide reports to our customers. Currently we generate the pdf with a zoho form. What I'm wanting to do is generate a webpage with a unique
How to change export CSV column name to API name
I'm a Japanese user. The column names of the CSV exported using the following method are in Japanese. Data Administration -> Export -> request data backup It is very inconvenient if the column names are not in English when reading into the local DB. Is
Update CRM Variables with Additional Business Logic
Update CRM Variables with Additional Business Logic ZOHO CRM Variables provide the ability to store static values that can be updated in one spot and used across multiple functions within a ZOHO deployment. Specific Events, Actions or responses to another
Send email from template to Contacts from a .csv list
We have a list of Contacts we want to send a holiday card to in a .csv file. We want to send just these Contacts an email using an email template. They are all already Contacts within Zoho CRM, but we've selected this specific group to send the holiday
Receiving reply emails in Zoho CRM
I send contacts and leads emails from Zoho CRM. To the receiver these appear to come from my regular email account. Contacting people this way creates a record on the individual's contact page. When I receive a reply it comes into my email account; in
Wizards in CRM
When I try to create a wizard, I do't have the option to use it for any module. I am missing Invoice and Sales Orders (key parts where I need to be able to create Wizards). Am I doing something wrong?
Wizards | Search and conditional layouts bug's
Thank God For Every Second!! Hi, A Few Bugs I found in Wizards: 1. Layout rules do not apply to wizards so if you have a conditional mandatory field, it will not be mandatory when using the wizard. 2. The layout rules apply to the record after it is created
Call function in function
Hi , Can you I call function in other function ? if no, Can I create a bloc code deluge and call it in function ? How ? Thank you in Advance ,
Field Validation Total
In CRM we are trying to validate a field in that the other four fields should equal the total of the one field. For example the field Overall Project Value should equal the the total of BusinessUnit1, BusinessUnit2, BusinessUnit3, and BusinessUnit4. If
Extending Age in Days to all date and date-time fields!
When it comes to filtering records based on a date field or a date time field, you would usually count back the number of days and enter a specific date in the criteria. This could be quite tiring. But here’s some good news. “Age in Days” is an option that allows you to filter records based on the number of days rather than a specific date. This was available only for a record’s Created Time. It has now been extended to all date and date time fields. For example, you can now instruct Zoho CRM to
COQL Query, trying to add GROUP BY and SUM
hello I play with coql, works good this my code and the return json (excerpt) queryMap = Map(); queryMap.put("select_query","select el_quote_date, Grand_Total, Contact_Name, Created_By from Quotes where Created_Time between '" + before + "' and '" + cur
Autosave
Why isn't there a feature that would ask you if you want to save changes before leaving a client's page? We have lost so many notes because of this.
Zoho crm instant sync not working
I've been trying to get an instant sync set up between zoho crm and zoho billing to sync my contacts. I've followed https://www.zoho.com/uk/billing/kb/integrations/instant-automatic-sync-from-crm-to-subscriptions.html#:~:text=Webhooks-,How%20do%20I%20sync%20new%20data%20from%20Zoho%20CRM%20to,Settings%20%3E%20Integrations%20%3E%20Zoho%20CRM.
Paid Marketplace Extensions and Administrators
Good afternoon, We've found a paid extension we'd love to use, however this is only something we want for a single field agent. They have a unique Role assigned, so that is easily done, but there is no way to untick Administrator, meaning we are forced
Importing from MySQL using Zoho Databridge connection not working anymore
How can we solve this problem?
Related List not showing in Portals
Apparently Attachments doesn't work in Portals, so I created two Related Lists for attachments. Both have a Lookup field to the Deals. One is showing in portals and the other isn't. Anyone know why this would be happening?
Unable to Add Report into Default Home Page
Hey, I've created a Report and I want to add it to the Home Page. I've gone to Home > Add Component > Dashboard > Chose my Dashboard > But cannot find the associated report in the folder I've created. Could someone help please?
CRM Deal API, Insert Record Error INVALID_DATA
I have pass json data and added require fields but getting below error, can you send each field name so i can make proper request to create record ? { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" },
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