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Updating field in zoho crm when document is completed in zoho sign
Hello I want to update date in zoho crm, deals module when document is signed by my client via zoho sign. I'm using webhook for this, but this is first time I'm using webhook's. So the problem is I don't have idea how my deluge function should look to
Write If Condition with Contains Function
Hello I would like to create new function to categorize meeting according to description for example the user write in the description "Good Morning Brother", if the function find "Morning" contains in the descritpion update the field to Morning. How
Kaizen #114 - Geocoding Leads' Addresses in ZOHO CRM
Hola, code enthusiasts! buckle up for a new post on our Kaizen series. This week, let us bring the theory to practice and explore a real-world scenario of sales representatives. We will look at how to create a Related List Widget map in Zoho CRM's Lead
Datecomp Function in Formula Field - Leap Year Error
As the title suggests, I've encountered an issue with the Datecomp formula function. When calculating the number of days between two dates, and when either the start date or end date is within 2 weeks of February 29 (leap year), the calculated difference
How to create a button to print to PDF a quote
Hi all; I want to creat a button that is located in the quote page upper right part that is making directly the pdf export option when you click it. Can anyone tell me how can be done?? Regards
How to embed a Zoho CRM webform into a Wordpress page?
I have created a webform in Zoho CRM. But when it comes to copying the code into my Wordpress page, I cannot find an option that Wordpress permits. I'm not sure if Wordpress has tightened up since all the current advice articles were written, but none
CRM Telephony - JIVE - Screen popups not going away
Hi, Just wondering if anyone else out there has issues with their telephony integration with screen pops being delayed or not going away. I use JIVE and they have told me the issue is with ZOHO and not them! Issues I'm having for inbound calls are: 1.
Synced task ID in Projects
How to get synced task ID in Zoho Projects. As to sync certain task detail like for example updating task status in Projects (not associated with a blueprint).
Data migration extended to Services and Appointments modules
Hello all, Data migration—particularly between two Zoho CRM accounts—is an essential process that ensures a seamless transition of business data, thereby preventing disruptions and providing continuity. In line with that, we're excited to bring you a
Fail to receive Email.
Hi Zoho, Is there any update of Email setting start from Dec? such as cetification verify etc... Our sales report that some of our factory fail to receive our Email. I need to find the cause of it. Thank you.
To change Dashboard data display w.r.t. Financial Year
Dear Team, In my dashboard, under Top 20 Accounts By Revenue This Year - data shows from Jan to Dec, but i need the data ti be shown from April to Mar (Financial year). How to change that?
Comparator module doesnt have Conversion option
I want to compare my salespeople to show how many Leads they have converted. There is no option for Conversion, not date, Is Converted? etc. Does anyone know of a workaround for this, it's so annoying I have tried everything. It seems strange that you
Error of Invokeurl
Hi, I am using Zoho CRM deluge to push order into Zoho Inventory. and I follow https://www.zoho.com/inventory/api/v1/salesorders/#create-a-sales-ordermade this guideline and made below array. However when I execute it , it returns this error. {"code":4,"message":"Invalid
Client Script setValue for Disabled Input
Hi, In the Zoho CRM Deals module, I have a field, let's call it "Result". This field is filled automatically using Client Script's onChange Field Event, when the field C is changed, even before saving the record. My code is as follows (simplified for
Copying Data from one field to another
Hi guys, Sorry, I know this type of question has been asked a million times before but I am completely new to writing the scripts for custom functions and I cannot figure this out. I have a custom field 'suburb' in both the lead and contact module, as
Report - Editing a Criteria Pattern
Hi Can someone help me. I have the current filter which works perfectly, as below However there are three leads I want to miss out Can anyone assist with the criteria pattern so I can miss these three out? Many thanks Emma
Mandatory field based on answer from another module
Hi, tricky question, not sure if it's doable. I want to make a field mandatory in the deal module based on the answer of a field in another module (enterprise). EX : if the question X in the enterprise module has the answer Y, then make the field Z in
Zoho CRM Circuits OverView - Zoho CRM
#Tips of The Day Today's Post we will see what is the use of Circuits inside the Zoho CRM and how we can use them. Circuits is Automation process inside the Zoho CRM which can run your workflow, Function Automatically with the condition and the Wait time.
Restore from Backup
I gather from the forum entries that when a backup is done manually it includes csv files with all record data as well as copies of any document attachments. Is there a way of restoring all of this data AND attached documents to reset the database to the exact state when the backup was made?
Issue when saving to Date/Time field in Deluge function
I posted this to stack overflow with little success so trying here as well: I am new to Deluge and I'm trying to write a function that is triggered by a button that makes an api request and stores details from the response into a record of a custom module.
Copy autonumber field to a single line field using deluge.
hello everyone. Silly question it might be as a basic script. but not had to do it before. I can't get the unique values up in normal update fields. How would I go about in the customers/accounts module - There is an autonumber field that I want to paste
How to create a new module entry based on multiselect picklist selected option?
I have a multiselect picklist with values FC1Enrolled, FC2Enrolled, FC3Enrolled.....FC10Enrolled I would like when I select one of them lets say FC1Enrolled then to create a new record in a module with name "Courses" and as "Courses Name" to be set as
Massive upgrade to module data exports in Zoho CRM
Hello folks, You're going to like this one! Exporting a module's data in Zoho CRM can sometimes be a frustrating experience. For example, you can only export the oldest 3,000 records, so maybe you've had to resort to exporting reports or taking backups
Importing Scheduled Calls related to contacts
Hi I am trying to import scheduled calls asscoiated to contacts, hoiwever it says that "call duration" cannot be blank, but since the call has not been made yet, there is no value to put in there? I keep getting the follwoing error ["Invalid Data - Call
Zoho form Feeding inforamtion to CRM
I have a zoho form that comes from our website that populates a contact record in the CRM. Some of the notifications are being sent to me but not getting populated in a new record in our CRM. The form asks for an email address, but if left blank it will
Can a group own a lead
We have 3 departments each with about 3 - 5 sales reps. These sales reps cold call leads based on their departments product and typically a geographic area. The areas rotate, so assigning specific leads based on area wouldn't work. In dynamics we were
Lead conversion mapping - no options found
On lead conversion mapping if you find any fields missing it could be because of a few reasons: 1. Field types do not match in both modules 2. The field was first deleted in the linked module (Accounts/Contacts/Deals) after creating it through the Leads
Filter on +
Phonefields : how to filter ,if field has/has not + sign like +1-123-456789 WilliamR
Phone format updating
I have thousands of Phone fields with (as example) 0030-1234567 30234567890 145673456777 How to mass update to +30-1234567 +30-234567890 +1-456-7345677 So it should be always starting with + sign, the - is less important William R.
How do I convert an account back to a lead?
We have leads that have been converted to an acount that should not have been converted, is there a way to reverse this or convert an account back to a lead?
Update contact with a deal trigger
Hi everyone, Here is my problem : We close deals with 3 meetings : M0, M1, M2. I want that : - if my deal is in M1 stage, then create a new google drive folder and put the link of the field in the contact field. With workflow rules or Zoho Flow, I am
Data Sharing Question
I'm the CEO, but i'm also in charge of a large group of accounts. I have an assistant who helps me manage accounts, enter new leads, and set meetings. We also have sales people in charge of their own accounts. On my dashboard I want to see metrics for
Question around Journey Builder
I am trying to build a multi-touch sales cadence using journey builder where our reps reach out N number of times over X number of days. I am using the default journey as a test and have a question about scheduled actions for a given state. If the lead
Coming soon in Dec: A revamped setup page in Zoho CRM
Last modified on: Thursday, 28th Dec, 2023 These changes in the setup page are currently in effect for all users in all DCs. Dear customers, We're pleased to give you a heads-up on the upcoming revamp of the Zoho CRM Setup Page. These updates have been
How many jobs (deals) per client (contact)? Report or Dashboard element
I am trying to show something that simply shows how many jobs are attached to each client in our system so we can track repeat business. For example, if I have a report of jobs closed this month, I want to be able to filter how many already had a job
Working with my meeting dasboard
Hi, I've schedule a meeting with a client and create a it on ZOHO CRM under open activities. Later, the closed activities update of that meeting is still showing up in my meeting dashboard. My question is why didn't it disappear from my meeting dashboard
Adding keyValue "Contact_Name" will return invalid data error When creating Quote using PHP SDK.
My current version for php sdk is version 3 and whenever I Create a quotation, sometime it returns an error of "Invalid Data" in Contact_Name. sometimes it does not return an error. here's my code for creating quotes: $moduleAPIName = "Quotes"; $recordOperations
Invalid data on Zoho CRM PHP SDK.
I'm trying to create a quote using zoho crm php sdk but I keep on getting error message "Invalid Data" with too little information on what could be the specific issue on my implementation.
Custom Module Alphabetical Listing in Lookup
I have a custom module “Company” and within it a field “Company Name” and that field has a list of company names. The field “Company Name” is used in other modules as a lookup where the user needs to select a company name. The problem is that the list
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