How to get a picklist value and copy it to other module picklist?
Hi, I'm new in Zoho function. Could you help me with the function? I would like to get a picklist value from Account module and copy it to the same picklist in Deals module. The field is named Customer in both modules. What can be important, the picklist
Client scripts permissions for end users
Hi, I developed a client script to validate data entry. Everything is fine with my account (I am super-admin), I can manage and see the script in action. When I insert data in some fields, it correctly shows me some validation messages. On the contrary,
Can I create a sum formula?
Good Afternoon, I'm trying to create the following a pricing formula: Field A is 100.00 Formula is: Field A * .50 = Field B Field A * .60 = Field C Field A * .25 = Field D In looking at the formula codes available, I don't see a SUM or anything else that
Upon import can I skip existing contacts based on my own custom ID instead of the pre-defined Contact ID assigned by Zoho?
I am importing 2 CSV files and need to modify or skip existing contacts based on a parameter we assign at the point of sale. 1. First import will add the contact's contact info including the unique ID assigned at the time of sale 'Site ID' 2. Second import
Deal Create button on Contact view page assignes the Deal to Account record only
Hi, I've added a function as button to my CRM which should create a deal record from a contact view page. It roughly works. However the new deal record has Account popullated field but not Contact (it looks like the Contact lookup field in Deal module
Introducing customization in the Unsubscribe page
Dear Customers, We're excited to announce a long-awaited enhancement to the unsubscribe link feature: the ability to customize the message on the standard unsubscribe landing page and success display message. Recognizing its value, we've introduced additional
Subforms can now be marked as required
Dear All, Hope you are well! We are here with a heads-up about an important enhancement for Subforms. Let's go! Including a subform to a record layout is a great way to store supplementary information about the record. Be it the list of products purchased
PHP SDK Object in Sandbox, Array in Production
I'm using the PHP SDK to connect to the Zoho CRM API to retrieve Quote data. Within the data returned are details of the quote owner ("Owner") and products ("Product_Details"). On the production version, the Owner and Product_Details are arrays so I can
Adding multiple pipelines in Potentials module when converting a Lead.
Hi Im trying to create our new lead-structure and hopeing your can help me out with some issues. I would like to create multiple pipelines in the Potentials module, when a lead is convertet. In our setup, a lead can sign up to 10 different products. We
Prepare the data in Excel to Multi-select Pick list Field
Hello! How can I prepare my data into Excel in order to inject the multiple values into a "Multi-select Pick list" Field? I figure that I first insert all the possible values into the Zoho field, and then I prepare the corresponding field into Excel this way: Value1, Value2, Value3 Is this correct? Thank you! François
Client Script: Get/Change line items of quote
Hi, the new "Client Script" feature seems to be a pretty good thing. So there are now finally possibilities to support the user during data entry. I just wonder how to do this in the Quotes module. Here it would be very helpful to query product properties
Upsert API for leads update
Hello, I'm trying to use the Upsert API for leads When i send my lead data a first time to the upsert API, it create correctly the the lead If i send the same request a second time, i get the error "the id given seems to be invalid" When i checlk on the
Records created using Deluge by Custom Functions fail to get into Blueprints
In our Lead conversion multiple Potentials can be required, we have a Custom Function to create as many Potentials as needed. The problem is that those potentials fail to get into their Blueprints to manage the Stages. Users have to edit and save in order
Location of a parenthesis (which should be correct) causes COQL where clause to fail
This where clause fails queryMap.put({"select_query":"select In_Production, GS_Due, Stage from Production_Orders where (Stage != 'Shipped to Customer' and Stage != 'Delivered to Customer' and Stage != 'At Corporate') limit " + offset + ", 100"}); This
Zoho COQL: Group by with Order by
Hi I'm trying to group products by their description and then get the top selling product. My current query is: select Product_Name.Category.Name as Description, SUM(Quantity) as Total from {module} where (Created_Time between '{start_date}' and '{end_date}')
Using Cliq
We are yet to use Cliq, but would like to understand how best to use it or other communication software by Zoho. I got here. There is only one thing: the button Enable. When I press it, you display an error message. What should we do to communicate using
Sort subform
Anybody have code snippet to a subform on a column like this:
WhatsApp integration on Business Messaging in Zoho CRM
I think it's fantastic that we now have WhatsApp integrated with Business Messaging on Zoho CRM. But it has a GRET downside! You can't initiate a message to a Lead or a Contact. So if they don't make a first contact, you can't communicate with them using
CRM as a database
Hello, I am using ZOHO CRM Contacts as a database of customers. I have another database to create which has common fields with the list of customers. How can I separate the contacts in 2 groups as if they were 2 different databases with one field in
How to set up for both B2C and B2B
I am new to Zoho CRM and I mostly sell to individuals, but I do sell sometimes sell to business. Should I just put the individuals into contacts and the business in accounts, or would this negate some functionality of Zoho CRM. Would I be better off making the individuals name be the name of the account?
Make a call direct from zoho CRM and register call
I have a contact list in CRM and i need to register calls for follow up. I can open the new call window and track the call but how can i actually call the contact (e.g. using skype) direct from the New Call window??
Introducing Workflow for Facebook and Twitter
Hello everyone, We have recently introduced workflows for Facebook and Twitter. The feature will allow you to automate a comment, reaction, reply or like when you receive a comment or post from the customers. Consider a subscriber makes a post on your Facebook page complaining about an unsuccessful renewal. It needs immediate attention because the subscription is about to expire. You can set a workflow that automatically posts a comment stating that an agent will contact him within 24 hours. By
How to add further levels of product category in Zoho CRM?
In Zoho CRM I have choice of product category. Eg. Software, Hardware, Services. I know I can add more categories. But I would like to add child and grand child categories under each. Eg. Hardware > End user device > Laptop Or Hardware > Server >
Image won't import in mail merge templates
I want to setup a dynamic brochure for printing that contains certain merge fields within the Potentials module of Zoho CRM, using Zoho Writer to generate the brochure. I do this as follows; Select Print Preview in the Potential page Choose a Template
Use CRM variable with function to insert multi-line text into quote template
Hello: I've looked online and seen this asked before but not come across a solution. Here's what I'm trying to do: We have two different versions of product disclosures for our quotes. They aren't very long-one is 21 words and the other is 40 words. I
Mail merge data from custom module(s)?
Hi, I've created a custom module in Zoho CRM because my business deals with several types of contacts and the information needed for each category is very different, but one of the things I need to be able to do with each of these modules is mail merge
CRM Portal updates: Revised pricing and support for plugin modules
Hello folks, We have two changes with respect to portals in CRM. Revised pricing for portal user licenses The price of portal user licenses is now $5/user/month. This was the lowest price in the previous scheme, and now it'll be applied to all portal
Mail Merge into Contracts/Documents
I have a house painting business. I have designed an estimating program in Excel (though I would like to make a better one in Zoho Creator if that is possible), and I want to merge fields from this estimating form into 2 forms: a proposal/contract for
Deal Close Date Counter
I have a request from our sales leader to add a field to Deals that would count the # of times a Deal's Closing Date is pushed out, but not count it if the Date is move up. Any thoughts?
Wizard support extended for portals
Dear All, We're here with an exciting enhancement to help make record entries easier for your portal users: portals will now support wizards! Portals, as most of you know, help you extend your CRM access to external users like contacts, customers, clients,
Subforms
Hello. I would like to see support for the following features in the subforms. If any of the following features are in development or if there are other features that could take their place, could you please let me know? *I would like to be able to use
Issues with this code any help much appreciated
i am trying to create a calendar entry from a custom module based on departure date and return date i need it to create an entry in the calendar for the full duration of the trip so i know when a customer is on holidays and when they return home ideally
Kanban potentials view
Hi Trying to use the kanban layout on the potentials screen. Firstly it is excellent that ZOHO have implemented this type of view. Although it could be so much better with more columns and smaller cards. However, I can only see four columns and they are
Zoho CRM to Books integration sync fails
Hi all, Our CRM syncs with Books. I have some functions in my CRM which relies on the sync being active. Last week my functions didnt trigger. It turns out - after much investigation - that it was because the sync had failed and wasnt active! I was very
Pricelist with CRM and Books
WE finally managed to get get quantity pricing sorted in books by using price list- brilliant. Moved all the products around and tested in Books . Brilliant. BUT - my staff often create invoices over the phone from within CRM. When we tested this it gives
Customize Smart View
Is there a way to choose which fields are considered Smart View. I like the idea but i would like to choose which fields appear there.
Subforms limited to 8 columns
Hi, I've been hoping for over 9 months now that Zoho would allow more than 8 columns in a subform. When will this limit be changed? I've been hearing "months" every time I've asked. Thanks
Atualizar um campo de um negócio vinculado a outro negócio.
Somos uma corretora de seguros e toda a movimentação de um seguro é sequencial, então criamos um negócio e se ele evolui para o status fechado ganho ele se torna "Pai" dos próximos negócios que podem ser vinculados a ele até o vencimento deste negócio
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
Question to users of Zoho MarketingAutomation with integration of Zoho CRM !
Hello, I'm currently using Zoho CRM inegrated with Zoho Campaigns. So in the Zoho CRM/Campaingn module, I can create a Zoho Campaing email campaign for my Prospects and Contacts. Zoho Campaign powered email campaign directly out of Zoho CRM/Campaign module
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