Strange bug when edit
Hi, I would like to report an issue with the inventory module's grand total amount. Recently every time record is updated, grand total will show strange changes as below. What is the root cause of it? Thank you.
Tasks and Calendar sync
Hey all, Can anyone recommend good add ons. We want to get organised with having our tasks in one place and also put lots of events and reminders for events. Thanks
Authenticating Email Domain
I am trying to authenticate the email address I use for Zoho but when I enter it I keep getting an 'Internal Server Error' message. Does anyone know how I fix this?
All Required Fields from 2 Different Layout Rules are not displayed in Details Required popup
As you can see in the image below, the "Lead Status" Layout Rule requires the "Product Type" field when "Sold" is selected as the value for the "Lead Status" field. When "Lead Status" is "Sold" and "Product Type" is "TurnKey Suite", you can see the list
Can it be linked to the existing toll free number?
Can it be linked to the existing toll free number? Can it be included in CRM From Saudi Arabia
Script to copy Parent account information to child (member) account information
Hi, Can someone assist me to create a script either automatically or a button to click to copy parent account information to child? i.e. Billing address Thank you
Update Deal Ammount when Custom Field in Account is updated
Our accounts have a field called "Current Fee Amount." Our goal is to update the "Deal Amount" field of the deals related to each account and from a specific pipeline with the value from the "Current Fee Amount" field of the account. I understand that
Sub-form in CRM module could not be auto-populated via client script
I'm trying to auto-populate a sub-form in a module based on a picklist value via client script. When the picklist option is selected the first time, the sub-form is auto-populated with the correct data. But when the picklist option is changed, the sub-form
Email Filed
Hello Please tell me how to do .. Email filed in CRM to change some word and put in other filed Sample Email Feld" test@gmail.com" Change @ to // Email2 Feild" test//gmail.com" like this also need to change Use // in place of the @ sign in the e-mail
I need a field value "CSM" in Deals to be the same value as "CSM" in Accounts.
My company has the field value "CSM" assigned to Accounts and Deals. When an Account meets the criteria (CSM is A, B, C, or D) I need it to take that value and apply it to all current and future deals associated with that account. I am able to make the
How to fletch data from a subform to use with a webhook?
Hi, I am wanting to use a webhook to send some data over to Flow. We got some standard Module Parameters to send across but also need data from a subform that we are using in Deals. Is there a way to collect the data from the subform and include it as
Download Email Templates....
We have over 250 email templates in Zoho. Is there anyway we can download all of them so I have them on my computer. During that last outage I needed to send out emails but wasnt able to.
Confusing merge tag functionality or bug in CRM templates
Hello, In CRM templates I have 2 identical templates. One in the contacts (renamed to parents/carers) module and one in a custom module (named children). In the custom module I can access any field through merge tags from the contacts module. But I cannot
Product Details
Hi there. I wonder if Product Details is un-editable. Since when making monthly reports with the present choices we are not able to get reports of specific qty of priducts shown for the respective invoices. I managed to get report on the product name
Locking a Product Price once its been added to a Deal
Hi We change our prices regularly. We add products to a Deal (from the Products related list). Deals can take a few weeks to close and invoice raised based on the products unit price. However, if we need to change the price of the product that has already
Student check-in using Zoho
We are a Mixed Martial Arts gym using Zoho for member management. We need to use the system to check a student in, validate their membership status, and log the time and date of their check-in. Anyone know of a way to easily do this in Zoho?
Generating Commercial Invoices and Packing Slips
The generation of the basic document sets is not difficult from Zoho CRM however a number of our clients requires a full set of documents which can include Proforma Invoices, Commercial Invoices, Delivery Notes, Shipping Notice and Packing Slips . Overtime we have created an environment that allows these documents to be generated. We have a lot of customers shipping from China worldwide so many documents are required. This video only shows the documents being generated rather than how we have achieved
Update required for MS Outlook and Office 365 email integrations
[This announcement is for Zoho CRM users that rely on Microsoft's password-based Basic Authentication method for their active MS Outlook and/or Office 365 email integrations. If you use a different email provider or have already switched to OAuth-based
Count Rollup Issue
i have account module . under which project module is there . project has account lookup and relation is like one account may have multiple projects . i have a field in account where i am automating the existing no of project count under that account
Missing Fields
The automatic fields that connect two modules cant be used for functions. I am trying to run a function that will search account notes, if there is no note created in the last 500 days I want it to send an email template I create to the contacts connected
Tracking Event Participation through CRM
Hi there, we are a small governmental agency that organises a lot of events (physical and online). So far, we have handled registrations via Zoho Forms, as this gives us maximum flexibility while being easy to set up for our employees, easy to embed on
Where is Date Conversion Functionality Announcement or Documentation?
I recall recently seeing an announcement about a versatile date conversion function. Please help me locate the documentation and/or announcement of this functionality.
is it possible to trigger to selenium or another tool from deluge?
Hello, good afternoon, I would like to use an automation tool, so that when a browser window is opened, with the openurl() instruction, it immediately triggers a call to selenium or another automation tool, so that the browser loads the data that it receives.
Help with a custom function-copying a date value
Hello: I'm really struggling with the custom functions. All I want to do is copy a date value from a deal record to the account record . This value needs to be updated yearly with every sale. After watching videos and trying lots and lots of examples,
Create visual for dashboard, dividing one measure by another, rate style
How can i create, on analytics inside zoho crm, a card with the rate measure. I mean, dividing one measure by another, like number of leads that enter the pipeline / number of leads that closed business o/
Zoho Flow and Zoho CRM --> Invalid Data
Hello folks, I've created a flow at Zoho Flow to Add a tag in the contact in the Zoho CRM. The flow initiate with the creation or updated of the contact at ActiveCampaign and then the Tag will be added by the flow in the Zoho CRM. However, the flow it´s
Blacklist Domain for Outreach
Hey We are looking for a way to do the following. We sometimes buy business data for outreach (Company Name, E-Mail Adresses, etc) and run them through automations. But we would love to set some domains on a blacklist, so that we dont do outreach to them
Is there any way to programatically update picklist values in Zoho CRM?
This can't be a unique problem. I've created an external API at Amazon and need to be able to update fields within a module based on the information pulled from that API. I am an experienced developer but am not experienced with Zoho CRM. Here are the
View a Subform field in a "List View"
Hello Everyone! I am looking for a solution to be able to view a field in a "Subform" along with other fields from my main module. Example: I have a module called "Customer Orders" where I enter purchase order numbers in a "Subform". Sometimes I have one purchase order for a customer and sometime I have many purchase orders for that customer.... hence the "Subform". I am trying to track my last purchase order number entered so I won't duplicate a purchase order number for the next customer order.
RTL - CRM Templates customization
Hello, How do i change the text direction (RTL/LTR)? thanks
Kaizen #84 - PHP SDK [Part I]
Hello and welcome to another Kaizen week! In this week's post, we'll show you how to get started with Zoho CRM's PHP SDK, and walk you through the configuration and initialization process. PHP Software Development Kit PHP SDK allows you to create client
Mass Emailing in CRM
Is it possible to disable mass emailing for some or all users in CRM?
Bulk Delete Attachments
We need to delete 50gb worth of old files attached to old clients records. How can we do this in bulk?
Aggregate fields are not calculated as configured after custom function update
After updating the list price of a product in a quote via a custom function, the aggregate fields (subtotal, tax, grand total, etc.) are not updated according to the field configuration. In my project the Sub Total field is configured to sum the Amount
Audit log in dashboard
Can we have the ability to add the Audit Log to a dashboard? I'd like to see everyone's recent activity when I log into Zoho on the "home" page.
Copy CRM Customisation Programatically
I have seen how to copy the customisation of one CRM to a new account here: https://help.zoho.com/portal/en/community/topic/how-can-i-copy-zoho-crm-to-another-account I was wondering if there is a way to automate this process? Is there a Zoho API we could
Workflow Automation - Send email to lead from a Group Email
Hello, is it possible to set up a workflow where an email is sent to a lead from a group email(as in the sender email will be the group email) instead of a user email address? Kind Regards, Ionut
535 Authentication Failed
I have used zoho crm email tab with templates for months to send docs to certain parties, yesterday nothing will send due to the 535 authentication failed, Does anyone know how to remedy this?
Open Tasks only shows 5 per page and no longer 10 per page?
In ZohoCRM, Canvas View. The "Open Tasks" list previously showed 10 items at a time. Now it only shows 5 on a single page. What happened and how do I fix it?
POST or PUT data from CRM to Shopify
I'm trying to write a deluge script to push and out data in Shopify. This is to support a custom product workflow that no app is able to handle. Unfortunately, Zoho Flow also has only very limited Shopify integration and will not provide the solution
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