Pipeline by Stage function?
How do I activate the ability to use the Pipeline by Stage function? I am getting this message on my dashboard: You do not have permission to view this component as corresponding module has been disabled in your profile settings (or) in Organize Tabs
How do you send from different email addresses?
When I send an email from a contact, I might not want to use email address A but email address B. How do you set this up?
Outbound Phone script in the Leads Moduel
I am looking for a Phone Script Prompter when I make outbound sales calls. example I go into the Leads Moduel and make a Outbound sales call to a lead. when the lead picks up the call, a phone script pops up and guides me thru the call. once the call
Email template background
Is it possible to change the colour of the background of an email??
Lead language automatic recognition
Hello, we connected our website forms with Zoho CRM. Each form contains the following field: - name - surname - phone - e-mail - country - message area (which is mapped to an "initial message" field on Zoho CRM). On Zoho CRM every lead has some additional
Workflow scheduled action conditions
I am trying to create a workflow where when a record is created, if the status is "Raw Lead", an email goes out. Then in two days, if the status is still "Raw Lead" then a task is added. Then in two weeks, if the task is completed and the status is still
Bulk Import to Update Records
Trying to do a bulk update, 8000 records to change ownership. However, the process is creating new records and not updating. Using Lead ID to match an assign rule to change the name. Assign rule works But, records are created and not updated. CSV file, using 3 columns: Lead ID, Company, Last Name Duplicate Matching ID: Lead ID Like I said, ownership changes but record is created and not updated. What am I missing
Getting the ID of a Workflow Task
Hi guys I have a Blueprint which - as a Deal proceeds through it - automatic tasks are created via Workflow Tasks. This is great, but it relies on CRM users having to manually close tasks as they proceed through the Blueprint. Ive written a function which
using carry_over_tag in Deluge
Hi all Trying to use some deluge to convert some leads and want to carry over the tags that exist on the Lead record to the account/contact records. I see in the help that there is a carry_over_tags section in the sample json but can't seem to get this
Download all attachments from my zoho app
My zoho account shows that my users have uploaded approx 200 MB of attachments. For data integrity rules I need to have a dump of all these attachments on a local drive. The attachments are mostly pdf and jpeg files. Is there a way to download them
How to trigger actions based on an Email status in Zoho CRM.
Hello All, In today's post, we are going to see how we can configure actions based on an Email status. Many of us have been using the Mass Mail functionality in Zoho CRM to stay connected with our customers. Now, as a business, It is very crucial for us to know if the Email Campaign we send from Zoho CRM is being opened or clicked. It is also essential to have the ability to configure automation depending on the Email Status.. Quite sometime back, we had provided the option to configure actions
Prevent Creation of Records when Record is Locked
Is there a way to prevent the creation of records when a record is locked. Example: An Account is locked, prevent Quotes, Sales Orders, Potentials, etc. from being created.
Function-25: Populate the Amount field of a Deal by calculating the number of related products and its unit price.
Welcome back people! Last week, we looked at a custom function that enabled you to create purchase orders from sales orders at just the click of a button. This week, let's look at another custom function which lets you populate the Amount field in a Deal by calculating the number of products and its unit price. Business Scenario: I’m sure you’d agree that the Deal Dashboards is one of the most sought after widgets in Zoho CRM. One of my favorite ones is “Pipeline by Stage” widget that gives a clear
Including products with specific dimensions and measurements in Zoho CRM
Hello, Our product range is very complex. We have approximately 7 main categories which are then segregated into various subcategories, and all of which also have distinctive dimension/size & quantity measurements unique to each category. I understand this is a minimal amount of information, but I'm sure that there is a way of accomplishing this when inputting product variations into the CRM. Do you have any examples, templates or suggestions on how to achieve this? Kind Regards, Kelly.
How do you automatically create a contact or lead upon sending an email?
I would like to automatically create a contact or lead when an email is sent to someone who is not in the CRM. Is there a way to do this with SalesInbox? Or with Zoho Mail or the Gmail addon?
EMAILS TAB IN ZOHO CRM WILL BE DISCONTINUED ACCORDING TO CHAT AGENT !!!!!!
Our company has been using Zoho CRM among other tools for over 10 years. We always trust that Zoho offers the best tools on the market so that the user can customize according to their needs and it has been since then. It turns out that some changes in
How to Record Payment Using Custom With Below Description
How to Write a custom function to record payments getting the details from the subform of a CRM. Have a reference field (single line) to store a number and push it to the reference number in customer payment. When the function is rerun for the same record
Zoho User Group (ZUG) in-person Meetups - APAC region
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening from May to June, 2023. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity
Zoho User Group (ZUG) in-person Meetups - MEA region
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening from May to June, 2023. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity
Service Products in CRM
Is it possible to have resources associated with a Service Product in CRM like a piece of equipment so that if that equipment is scheduled for one job it cannot be schedule for a second at the same time ?
How can I make a clickable URL on my accounts page that gets calculated from the value of another field?
We have the Professional Edition of ZoHo CRM. I'd like to have a clickable link on the accounts page that incorporates parts of the content of other fields. I've generated the URL using a formula, but it's not clickable. I tried to use a workflow rule
how to add emails or phone calls as activities
is there any way to add a phone call or completed task with detail. for example, i have a phone call. i'd like to show a completed phone call and put in notes about what we discussed. or copy in details from an email about a task. Can we do that.
GPS Location for Assets in the field
We service clients large assets We have a number of custom modules and fields I would like to be able to copy & paste the GPS location or GPS Plus Code from Google Maps and past into a custom field called 'Asset GPS Plus Code' Then view the location inside
Users not able to see Business Messages
Hi Community! I hope this message finds you well. We are facing the following issue with the Business Messages module. Some users have reported that when they enter here, they see no records. This is strange because they have full access permissions,
CRM Signals Not Updating
CRM Signals show a red number for new activity however the list never refreshes so I can't see the actual recent activity. Whilst looking into this myself I noticed that "Campaigns Opened' was unticked, for it to tell me to integrate the two apps, but
Function with multiple iterations won't run - too large
Hi, I've created a function that is meant to pull all 4200 records I have in a custom module and update each record nightly with changes made to the Account it is tied to. The function works -- I have 22 iterations built in to pull 200 records at a time
Updating cases using outlook plugin
Say I've created a case in CRM, if I receive an email related to that case, how do I update the case using outlook plugin
Visual time counter in each costummer/contacts record
I will break down the different parts in case someone only can help me with different parts. 1. In Zoho crm is it possible to create a visual window that shows remaining time left? For example the costumer has 5 hour free costumer service so somewhere
Web Tab Widget Open
I have tried the code you have given us to open a web tab widget from another Button widget but no name I put opens a web tab widget. How do you find the "webtab_api_name" of the widget you're trying to open? ZOHO.CRM.UI.WebTab.open({Entity:"webtab_
Zia Predictions - Lookup Fields
I've setup a few Zia predictions and the accuracy level makes them pretty pointless - it's getting around 10%! The reason they are so inaccurate is that Zia seems to be ignoring lookup fields, which are absolutely fundamental. Does anyone else's Zia
What are your use cases for standard layouts?
What are your use cases for standard layouts? I subscribe to ZohoOne, but the number of additional layouts I can create is very limited. I am wondering if this is really a good choice since the standard status will no longer be known. What are your thoughts
Populate the Amount field of a Deal by calculating the number of related products and its unit price
I am trying to use this code:
RelatedPotential = zoho.crm.getRelatedRecords("Products", "Deals", potId.toLong());
//info RelatedPotential;
unitprice = 0.0 ;
for each ele in RelatedPotential
{
unit = ifnull(ele.get("Unit_Price"),"0.0").toDecimal();
unitprice
Integrate zohocrm with our application.That does not require clientID,clientSecret and Code.
We are in the process of building a Zoho CRM extension and our requirement is to integrate our application with Zoho CRM. Our goal is for our extension to automatically retrieve the client ID, client secret, and client code upon installation on Zoho CRM.
Filter on created by
Hi. Why is it not possible to filter on the person who have created a record? For example. you can see 'created by ' in the timeline of a lead. However, I can not filter on this field.
How to show deals associated to a contact on each deal
I am supposed to show all deals on each deal related to a contact. Let suppose, when we open a deal associated to a contact, we should be able to see all other deals as well associated to the ( parent ) contact.
Invalid collection string
Hi, I created a function in CRM and it worked perfectly fine. I saved it and when checked it again the next day I got this error. What are the possible causes of this error? This error message is not mentioned in the documentation I found. Any kind of
K-12th School - Email a list of Student's Parents
Hello, I have a challenge for the Zoho Masters! We have a K-12th grade school. We have Prospective Students, Enrolled Students, and Parents/Guardians. We gather the date of birth for all prospective students, and we want to generate a list of students,
How to add linked records to a subform?
Hello, I do have a custom module "Subscriptions" and I want to add every single invoice that is attached to a subscription to a subform. So every subscription contains several invoices. Each invoice will be added to the subscription after the subscription
Currency Format Changed
Recently I noticed that Zoho CRM currency settings has been changed. Upon my inquiry to the support team, they told that these are backend changes and are applied to everyone and cannot be changed. Even the customization option isn't helping. It used
How can I use IF null for a date field in a formula?
I have the following calculation in a formula field: 40-((Datecomp(${Matching.Due Date},Now()))/10080) Can someone help me to modify it so that the formula only calculates when ${Matching.Due Date} is NOT empty and ${Matching.Delivery Date} IS empty?
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