Automatically copying information from an Account to a linked Contact
Hi everyone, I am currently automating a few quality-of-life things in our CRM. So far I've been having great success with workflows, but I've encountered an issue that, as far as I can tell, can only be resolved with a custom function and I'm admittedly
Update contents of one field based off contents of another
Hi community! I'm looking for a way to automatically updated one field (a picklist) based off the text content of another field. E.g. IF "Country" is one of 'China, Japan, Singapore, South Korea' THEN "Region" is 'APAC' IF "Country" is one of 'United
Template Emails Sent from Zoho Mail Servers Instead of Gmail Servers
We use Gmail for Business integration with Zoho CRM so our emails will be sent via Gmail Mail Servers rather than Zoho Mail Servers. Recently we just learned that emails sent from Zoho CRM in which we manually select an email template are now using Zoho
How to attache a file I downloaded to a Upload Field using Deluge
Hello, I am new to zoho CRM. I have a question. I've created a custom module with a file upload field. I now need to upload a file to that Field using Deluge. Can you show me an example? I found so many examples talking about attachment, but none of them
Saving Zoho sheet View, but where?
Hello, For a colleague we had to filter some contacts. I used the Zoho sheet View menu to have a table view of the result. On the top right, you have the a green button to save the sheet. Clicking on it save it.. but where ? I thought it may be was in Workdrive, but a search coun't find the file. It's no in recent files, or even my folder. So where is saved the sheet ? Any clue ?
Zoho CRM Community Digest - May 2023
Hello everyone! Welcome to this month's digest! We are excited to present a curated collection of interesting and noteworthy discussions from the Zoho CRM forum. In this post, you'll find the latest announcements and event updates shared throughout the
Extension pointers #14: Extend end-user benefits and allow personalization by implementing extensions with custom actions
From our earlier post on custom actions, we know that we can create templated actions, share them with end users, and allow them to reuse those actions to achieve personalized outcomes. In this post, we'll look at how custom actions make it easy for users
Can we disable / hide the Email and Contact field in Zoho Desk Ticket Template?
We are currently using zoho desk to communicate with customers via tickets ( which are created by customer mails sent to us) Moving ahead we are trying to figure out a way to use the Zoho desk for internal communications, for which we have created separate
Report on which contact has scheduled mails
Good day In the contact module, emails can be scheduled to be sent at a specific time. How can I create a report that shows me which contact still has emails that have not yet been sent? Thanks Rolf
Intermittent INVALID_DATA error when updating lookup field through API
Hi, since last month (March 2023) I've been getting intermittent INVALID_DATA error response from Zoho when I try to update a lookup field through API, the message looks this: {"data":[{"code":"INVALID_DATA","details ":{"api_name":"id","json_path":"$.data[0].School.id"},"message":"invalid
Remove value from multi pick list field when mass editing
Hello, is there a way to mass-remove a value of a multi pick list when mass editing leads? I have the following case. For each lead, we keep track of the fairs where we meet them. So, i.e. Lead 1 Fair (multi pick list field): Fair 1, Fair 2, Fair 3 Lead
Need help creating a PDF from crm data
Background info - We do inspections on products we sell, and through a form - the inspection data gets stored into a custom module. What I want to do is somehow easily take the info stored in the fields and create a pre-formatted PDF with the merged data
Kaizen #55 - Fields Metadata in Deals #API
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss the Fields Metadata API for the Deals module. The Fields Metadata API gives you information about each field in a module. We will discuss every key and its purpose in this
Cloning Email Campaigns
Hi, Can someone help me? I am trying to clone the contacts of an email campaign in the campaign module so I can include these contacts in a new email campaign. However, once I clone the campaign I want to clone, the contacts aren't cloned. Does it mean
Workflow Not Working
Hello! I have Zoho Forms integrated into Zoho CRM (all the questions mapped) as well as "trigger workflow rules" in Zoho Forms selected. I am creating an email/text sequence in Workflow CRM based on form questions. i.e. if a customer leaves a field blank,
Please, your ideas for Vendor Portal for Purchase Orders in which Vendor can update a custom field.
I welcome your ideas on where/how within the Zoho platform to do a Vendor Portal that allows a vendor to 1. See Purchase Orders which belong to it. 2. Update one or more custom fields at the Purchase Order level. The Vendor Portal within Books cannot
Get field value
I am trying to make a workflow that calls a function. The function is simple; take a custom field value and increment it by 1 (add 1 to that field). The deluge functions are not clear on how to get the field value. Further, some documentation says "this
Help removing white space from function
I'm trying to remove all whitespaces when pulling information from our website into a cell. I'm very much self taught but i just can't seem to get this right. This is my current line which brings the data into the field in Zoho CRM new_product.put("Reporting",product.executexpath("/dolls/doll_number/text()"));
Web Tabs
Really silly question. Once you add a web tab, where does that display?
Api to access timeline/filed history tracking data
Hi, is there an API call that I can use to access the timeline/field tracking history information of the deals/leads modules? Moderation Update: API V5 was released in July of 2023. Please find the change log and Timeline API help documentation. https://www.zoho.com/crm/developer/docs/api/v5/change-log.html
Multiple potential customers and other stakeholders in a Deal
We have two related albeit distinct situations in our business. I'm looking to solve both. The first is critical, the second would be very good to have. Are these feasible in Zoho CRM as features or are there a clever ways to achieve these (that are not
How do I find all the deals that have more than one contact associated with deal
We have one contact lookup field within the deals module. If we add a contact there, it automatically adds them to the contact role for the deal. At a later point, I switch the contact in the deal lookup field. At that point, the second contact gets associated with the deal and there are now two contacts listed in the "Contact Roles" section of the deal. I want to find ALL deals in our system that have more than one contact associated with it as a contact role as we are working through a cleanup
Trigger a workflow the date of a followup date field
Hey all, can you help us with a custom function, what we need is when a followup date field is created or added a specific workflow related to it should start with all the other trigger sequence and follow the date of the followup date field. Attached
Restrictions on conversion of multiple quotes to sales orders
Is it possible to limit the number of quotes that can be converted to a sales order to one for a project that generates multiple quotes for one business negotiation?
Account management for acquired accounts
hi, Looking for feedback on best practice. What is the best way to manage account information when accounts created for an organisation have been acquired and a operate under a new legal entity. If we overtype the old account name to the new account name
Modify default probability percentage in an Opportunity
Is it possible to override the default probability percentage at the Opportunity level in Zoho CRM? I know you can change the default percentages globally, but if we have a Stage 5 deal that defaults to 80% and we learn that a new competitor has been
Last Name not known
I am in the process of transferring my contacts in to Zoho CRM. Half of my contacts do not have a known 'Last Name' or I only know their job title and no name. How do I import these, given that 'Last Name' is a required field? I have thought about putting
Creating a new lead for a company without having a contact last name
First day on the system so apologies if this is remedial. How do I add a new company as a lead if I don't have a contact last name (which is a required field and not editable)? I will often come across a company I am going to target and not have a contact
Why is the last name required in leads
I have a company that I wish to call, but I don't know anyone there, and I'm calling to find the contact person. It's a lead, but without a contact name. What do I do, just put "None" in the last name? Seems kind of retarded. Or is there another way to
Primery Key on Last Name
Hi, I am a new user of Zoho CRM, and I have a doubt. Here in Brazil isn't common to use the last name as a candidate or contact identifier (require field), so I looked up a few posts but haven't found if it's possible to change the primary key last name
Make Last Name field in Leads and Contacts Unrequired (workaround)
There has been a lot of talk regarding making Last Name field an unrequired field. As it's not available yet here is a short tutorial video considering a workaround using import/export of translation in CRM. Also includes how you can undo if it's not
HELP with best practice for a real estate business
Hi I'd really like some guidance with what is considered best (and most efficient) practice for a real estate developer business. Our business often has up to 50 properties (products) listed for sale via various online portals (realestate.com.au, domain.com.au
Passing multiple ids in CRM get records REST API not documented
I know fetching multiple ids has been possible for some time and it work in my implementation: GET /crm/v4/Deals?ids=123,456,789&fields=Deal_Name,Stage,Account_Name ...but it's not documented anywhere in https://www.zoho.com/crm/developer/docs/api/v4/get-records.html
Zoho Sheet View NOT working after update
Hello, I have some problems Zoho Sheet View, today, after an update notification, the Zoho Sheet View not working, when i click on it i get a exception "Sorry, something went wrong"
Filtering Contacts based on Related Account fields
I'm going crazy trying to find information on this, which is leading me to believe it's obvious, or I'm trying to use the ZOHO CRM incorrectly. When filtering contacts, I want to filter them based on a field on their related Account. Simple Example: When setting up a mailing list for a campaign, I want all contacts, who's Account belongs to a specific Market Segment, as Market Segment is a field we have on the Accounts module. Pseudo code Example: SELECT Contacts WHERE Contacts.Account.MarketSegment
How to turn off call button?
Hello, after this weekend new Call button appears next to Lead phone number. It is distracting and we want to turn it off. How can we do it? Thank you in advance, Ivan
Product Description length is limited when Quoting
We have historically quoted small parts with small product description fields with no problems. We are now trying to quote larger packaged systems but we find that the product description is limited to a relatively small # of characters. We may have a
Leads Importing related
Hi we are trying to import leads in customised format but not able to. So can anyone please help to solve this issue?
Need Help figuring out this script
I need help figuring out how to make this script work : // Retrieve the Deal record dealRecord = zoho.crm.getRecordById("Deals", input.deal_id); // Get the values of the "Referred_By" field from the Deal record referredByValues = dealRecord.get("Referred_By");
Can I modify field value 'programmatically' when constructing URL in custom button?
In the lead module, I save the phone number. Then I try to create a custom button so when our user click the button it will open the Whatsapp App in the Web Browser. to open the Whatsapp in the browser I have to open the URL using the format below https://web.whatsapp.com/send?phone=(country_code)(actual
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