Function to Update Contact Owner
Here is our scenario: Our system creates a contact in Zoho CRM when a new user is added to our application. The owner of the contact is the developer who wrote the contact record to the CRM. I'd like to have a workflow that automatically updates the contact owner of the new record to match the account owner that the contact is related to. I'm having difficulty finding a function for this and am still in the very early stages of figuring out deluge. Any insight or help would be appreciated.
Auto update email addresses
I have a contact then a related list 'Account' and 'Account number'. Lots of places to update info. I want the email address from the contact pulling through and copied onto the account and account number modules. so they also update as the contact does.
Is it possible to download updating calling data from crm monthlywise? If yes, please share Steps
Hello all, I need a calling data with month wise to check calling status . Thanks eCraftIndia Team
Workflow email notifications not triggering
I have set up a new user in CRM who has the same permissions and belongs to the same groups as other team members. When just this user is assigned to a deal this user isn't triggering email notifications sent by a workflow rule when a deal reaches a
Can a mass email be recalled that was sent using Zoho CRM?
Does Zoho CRM have an undo/recall option for emails sent? I know Zoho Mail does.
How can I associate emails to a lead or contact if their email address is in the "reply to" field?
Hi there, I have clients booking calls using a different system that isn't connected to Zoho. I get notifications of client bookings from an email address "no-reply@", but the reply-to field is the client email address. How can I automatically associate
Hide pipelines for specific users in the CRM
We have multiple pipelines in our Zoho CRM and I would like to hide some from specific users, please help!
Error in get leads from zoho crm and add leads to zoho crm
Hello Team, I got the access token from zoho in postman and able to get and add leads by postman. but when I try to do the same from my React JS Website it give us error. Access to fetch at 'https://www.zohoapis.com/crm/v3/Leads?fields=Last_Name,Email&per_page=3'
Need a script to set related data in meeting module
Hi there, I would need help creating the following script We use Zoho Bookings for our customers to schedule their order appointments. the created meetings are pushed to CRM. I would need to have an automatic way to associate the meeting with a brand
How to integrate Zoho Forms with CRM Blueprints?
Hello! I'm trying to integrate a Zoho Form for a car inspection in a Zoho CRM Blueprint for hours now and I'm not able to find a solution for this. Basically, I am trying to show a Zoho Form inside of a Blueprint Transition in CRM which is updating a
Send specific email to customer when ordering first time
I would like to send a email to a customer when he/she is ordering for the first time. This customer is not a current client of a branch. So, i will use the modules Customers, Contacts and Deals. So, the logica would be something like this: If <deal>
Quickly assign contacts to tasks
Hi All, I have imported alot of tasks to CRM and could only find a way to assign these to the 'account names', using our clients ID numbers all my accounts are linked to the contacts however contacts aren't being updated or assigned (see highlighted section).
Button to copy address from account to contact
Hi everyone ! I'd like to create a button in the view page of Contact to copy the billing address from an account to the mailing address of the contacts linked to this account. I don't know much about zoho programming, could anyone help me to build this
can I get zoho notebooks to appear in my CRM?
I'd like to have zoho Notebooks appear in my crm menu. Is this possible or does it just appear in the website?
Update all client Deals records when a specific field is changed in Accounts
It feels like a simple request and I think I'm overcomplicating it. I have a pick list in the Accounts module called "Industry" and I have created a text field in Deals called "Customer_Industry". I am trying to build an automation so that when "Industry
In-person ZUG (Zoho User Group) meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community! We're excited to invite you for some lively Zoho discussions at our upcoming ZUG meetups to share and discuss all things Zoho. Our Zoho User Group (ZUG) meetups are designed to bring our community closer together,
Adding a part number to a quotation
I am trialing Zoho just now and note that no part number appears on the quotes. This is something that is required for my business. How can I add this to the quotation? TRANSLATE with x English Arabic Hebrew Polish Bulgarian Hindi Portuguese Catalan Hmong
Zoho CRM - Scheduled Mass Email Not Visible in Contact Record
Hi! I have a few mass emails scheduled today. The Contacts are showing up in the Contacts Module > Actions > Mass Email > Scheduled. When I go into the individual Contact records though, the scheduled email isn't visible in their records. Please see screenshots.
Function to sum cells on condition in a table (Mail Merge)
I'd like to SUM certain cells if they match specific conditions. In my specific case, the condition is that if the cell in column D (Solved) returns false, sum the column E (Subtotal) The function I wrote is: =IF(([Patients(D2)]=0), SUM([Patients(E2)]),
Formula field in tasks
Hello, I'm trying to create a formula field for the task module to show the City of the "Related to" of the task. Is that possible or I'm losing my time? Thanks in advance
Zoho one CRM
I am currently trialling Zoho one, but hit the point that the storage is full (5000). This is okay, but I need help finding detail on what the limit is for the paid Zoho One account. Can anyone advise what the record limitation is for the paid Zoho One
How to prefill an external pdf with crm data, then manually fill out the rest and save to record & print
I have a need to prefill an pre-existing fillable pdf with data from zoho. I do have zoho one. Generating a new pdf doesn't work because it's a standardized document. I need to prefill most fields, then be able to manually fill out the last few fields,
Zoho CRM Wizard Tab Order
Hey Team, Any plans in implementing Tab Order in Wizard? For now, tab order is left to right. Would like to have a top to bottom tab order.
Performance issues. Freezing on screens
It's not my network. Logged into three different wifi's same issue. Seem to be frozen. Reload age and starts to work then freezes again
Zoho Finance Bug: Invoices Filter for "Unpaid" does not work when using Zoho Finance > Invoices Module
Another bug found. To replicate scenario - Open CRM "Zoho Finance" Module & go to Invoices - Select the "All Invoices" filter list - Filter by "Status" IS "unpaid" Expected Outcome You will be presented with a list of Invoices which are "UNPAID" Actual
Week starts on and Deluge WeekDay() function disagree
Deprecating Activities module
Dear Customers, We're glad to connect with you yet again. Activities module split into Calls, Meetings, and Tasks modules was released to all customers by Jan 2022. Customers who signed up Zoho CRM before that release would have the Activities module
Block Auto-populating Contact Addresses in Sales Order
We're currently working on improving our Sales Order process and have incorporated Smarty's Address Validation API for this purpose. However, we're facing an issue where, upon associating a Contact with a Sales Order, the address details from the associated
Zoho CRM - Calendar - Add Participants to reports
We need to ability to add participants to the report for Events. If a user is added as a participant and not the owner of the event then it does not appear in any view or report for that user. ------------------------------------------Moderation Update,
Feature request: widgets and text in analytics
Hello. It would be of great help having the option of creating a free text panel for the analytics section. That way, I could point my users to an analytics board, and besides including the analysis they need to know how far they are into their projects,
when use zoho.crm.createRecord return invalid data (inactive product)
Hello I create a custom module "CreditNote" and a custom button to convert a sales_order to a credit note , it works very well, but the sales order have inactive product I can't "convert" anymore because some of the products are inactive use case : 1.
Workflow sending quote to zoho signs
Hello, Is it possible to have a workflow rule when after sending to zoho sign ? Thanks
Use Workflow to Schedule Call?
I see we can easily use Workflows to schedule Tasks, but no Schedule Calls? Is there a plan to add this in the future? Is there a way to do it using a custom function? Any help would be greatly appreciated. Thank you,
Matrix reports
For Potentials, when I create a "Summary Report" that includes the "Potential Name", the "Potential Name" appears in blue and I can click on it which takes me straight into the potential record. This is great! However if I create a "Matrix Report" this
Add new line in subform via Rest API
Hi guys, I ended up recommending Zoho CRM to a client, but he wants me to add a new line to the subform via the Rest API, I didn't find anything that would help me do this via the API, could you please help? today I'm trying to add like this POST https://crm.zoho.com/crm/v2/Contacts/6001041000000461001
Zoho CRM and Scheduled Actions on Workflows
I have a workflow that is triggered when a certain condition is met (condition A) It has an instant action and then, 3 days later, a scheduled action. Within those three days Condition A is no longer met - does the scheduled action run anyway or not ?
How to change Fisacal Year begin ?
I cannot find a tab name "Forecating" to change the Fiscal Year setting.
Having "List View - Each Record" buttons appear in customized views on customized homepages
Hey friends! I have a custom button that simply opens the current record in a new tab. I want to make sure this button is appearing on customized views in a customized homepage. Any way to do this? This is what I'm looking for ^^ These are the buttons
Customized Home Pages Opening Links in New Tab Instead of Current
Hello! I have a request from an executive for his team's customized home page. When his team clicks on links to Deals, it opens the deal in the current tab, but he wants them to be able to keep the home page open and work out of it. Is there any way to
Selectable Terms and Conditions for a Quote
Hi Team, I am new to CRM and am coming from a different CRM. In the previous CRM, there was the ability to select different Ts & Cs for a quote. You may be selling hardware or software, etc, and the Ts & Cs could be different. I am looking at a picklist,
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