How to assign values from lookup field depending on picklist value?
Hello, I am looking for a way to do this… In the Invoices module there is a lookup field with the name "Textmodule_Introtext" that links to a custom module with the name "Textmodules". And there is also a picklist called "Subscription_Type" in the Invoices
Creating a follow up schedule?
Hi all, I thought this one would be pretty easy to find but I have resorted to asking here again. I'd like to create an automated follow up schedule. Here is what I'd like ideally: I add a lead, and there is a button I press specifically that says "Letter
Attach Merged Document back to the Record
Hi I have a merge template that I have merge tags from the Deal Module. I want to be able to do 3 things automatically based on updating one field in the Deal: 1) Quickly Create the Merge Document from the Trigger Deal Record. 2) Email that merged document to a specific email address pulled from a field in that deal 3) ATTACH the merged document back to the Deal it was created from I can do the first 2 steps using Zoho Flow. BUT I have asked Shyam, and there is no way to attach the Merged document
Unique incremental ID identifier
Hello. I'm building an automated flow for a shipping company that follows: A customer registers from our website It becomes a lead in the system. They receive a new account email that must contains: {Name of the company} + prefix XXXX (unique ID identifier)
Zoho Pipedrive Import wizard leaving Zoho fields empty
I have imported Accounts/Contacts from your Zoho Pipedrive wizard, and my problem is that In Pipedrive the Field “Address” is containing: (see below) and Zoho Street,City,Zip (the default address fields) are EMPTY. So I can manually Cut and Paste from
Can I require all changes in a record to need to be approved for a trainee?
So I'd like to set up a short-term approval process for a trainee. Any changes they make to a record will flag that record for review before the changes are approved. I have a trainee that will be going through and sanitizing a lot of data in the CRM,
Portal customisation
Hi guys How can I customize the portal? Ive tried lots of different things - including trying to implement Zportals (which just didnt work at all). Id like to display tabs across the top (each tab is to display a separate form); and show Related Lists
CRM Dashboard Component "Deals by stages"
We have an issue with the funnel view on the CRM Dashboard Component "Deals by stages". We are using 6 stages + closed lost + closed won. Each stage is mapped to a probability (5-90% + 0% + 100% ) Looking at the funnel the view does not follow the order (increasing % of probability) of the stages. That leads to a totally wrong display of the funnel. I could not find settings of configure options for the funnel. As it is at the moment it is useless. Does it work with you? Do I have a configureation
Create Sales Order Button From Potentials Module
I am having an issue creating a button to convert a "Potential" into a Sales Order.
Zoho Campaign Email Reports - Tracking History need to update in Zoho CRM Lead Contact in particular field
I sync Zoho CRM with Zoho campaign and create list then send campaign. Now I want to update particular custom field in Zoho CRM like Email is Clicked. For Example I have lead in CRM that have custom filed Email info. Now I sync that contact in campaign
When I create a quote from a contact, the address is not populated.
When I create a quote from a contact, the address is not populated. In the help file, it says: Billing Address* Specify the billing address of the account or contact to which the quote has to be sent. If you have selected the account or contact, the corresponding billing address is automatically filled up. The same is true for Shipping Address. When I create a new quote, select a contact that I already have in the system, the address does not show up. The fields for Billing Address and Other address
Having trouble finding record data synced from Zoho Forms into Zoho CRM
Hi, I recently made an integration between forms and crm, where everytime there's a new form record, it adds a new contact or updates an existing contact in the crm. It worked for 1 or 2 records. However, there are a few new records in the last 2 days
CRM campaign won't show contacts
I have sent out a survey using the Campaigns module in our CRM, but I now can't access the contacts I've sent it to and their status. The section just says "Loading" and never loads. I could access this info with no problems until a few days ago.
Number of sold products in account
Hi, I am using deals for my sales process in my organization. With creation of one deal, I am selling one product. Naturally, one product, can be sold more than once for the same client. When I go back to the account view, in product section I would like
Is there a way to delete related records from a custom module upon deleting a parent record ?
Hello, Is there a way of deleting records in a custom module in CRM through a custom deluge function, when the initial record is deleted ? Let's say I have a record A in the Potential module. When he's deleted, I want to delete records B and C which
CRM for Gmail issue
Recently the "hover" function - Search for email in CRM - stopped appearing. I use Chrome 106.0.5249.119 and have uninstalled and re-installed the extension with no luck. Without this functionality, it's lost of a lot of its benefit, especially since
Select COUNT in COQL
Hello, I would like to execute a COQL query using a COUNT like this : SELECT COUNT(*) as Nbr, Last_Name, First_Name FROM Contacts WHERE (Last_Name like 'MY_NAME') GROUP BY Last_Name, First_Name HAVING Nbr > 1 But the result is : { ["clause"]=> string(8)
Workflow Function mixing data between records
We have a number of workflow functions and suddenly the data is being mixed between records, the functions have been running successfully for over 2 years until last week. Below is the function and the highlighted error
Add fields to Log a Call
In the CRM Setup when I click on field list under Call Settings there is no button for New Custom Field. This option does appear under Events and Tasks. I want to add a Status field to indicate if the call is Active or Completed. Thanks Herb Wexler
How to create monthly CRM Sales Commission Report (organized by User + Product + Account)
I'm sure there is a way to do this and hope someone can help me. We have a number of sales associates (users). We'd like to create a 'commission paid' report for each associate (user) on a monthly basis that includes product(s) sold, cost per product, commission rate per product (varies product to product) and commission paid to sales associate for this pay period (monthly basis). Each month, each associate would receive a summary of their commission paid and an outline to understand which accounts/invoices/products
create a button in Zoho CRM to Zoho Books
hey, I would like to have a "create invoice" button in the CRM Deal module, which brings me to zoho books. In books the new invoice - page should show up with the prefilled customer data.
How to copy and combine two field value to another field?
Hi, I am new in Zoho CRM and not familiar with programming. Please advise how to combine two fields and display the value into 3rd field. e.g. Field One: xxx Filed Two: zzz Field Three: xxx-zzz It is very easy and straight forward to be done in Zoho
Creating records for approval from Node.js SDK 2.0
Hi! I'm trying to make a function in my webapp that creates records that have to be approved to Zoho CRM. I can't seem to find a way to make the record so that it has to first be approved in the CRM before it goes to the official module. The sample code
Display the name of an assigned price book in subform in "Invoices" module
Hello, I am trying to figure out how to display the value of an assigned price book in the "Invoices" module. In the product order subform in Invoice I assigned a price book to a product. But the problem is that I don't see which price book is assigned
Convert Downloaded API Backup to readable .zip file
Hello, has somebody an idea how to convert the result of an API request for an backup into the readable .zip file? I work with PowerShell and I got the API working so that I get a response from /crm/bulk/v4/backup/urls and from the corresponding URLs
Summary total Purchase orders
Hi, I am looking to see if there is a way that I can create a custom function that adds add the total value for a deal that has mulitple purchase orders raise on the one record. For a example fulfil the sale, we may need to order stock from 2 different
Add Invoiced Products automatically to Products on Account
I'm struggling to set up a function which will be triggered when an invoice is created, to automatically add the invoiced items (products) to the Account the invoice belongs to. I'm currently trying to adapt the following code: relprod = zoho.crm.getRelatedRecords("Products","Deals",potid);
How can I pre-populate hidden fields in Typeform?
I am tyring to use hidden fields in Typeform to collect the contact's email address. I tried using the Typeform extension for Zoho, but it is requiring that I ask for the fields I'm wanting to populate via the hidden fields. (Duh. I could do that, but
Calculate related record
Hi, I am trying to look for a way to solve this problem… I do have two custom modules "Subscriptions" and "Subscription_Issues" that are linked to the regular Invoices module in Zoho CRM. When I add a new invoice I can choose: A value in the field "Subscription_Length"
Hide convert button in lead section
Hello, Is there a way to hide the "convert" button on the lead pages. We would like to ensure this is not available for specific reasons. Thank you
CRM WF rule based on Campaigns email behavior
Dear Z Community, Pls see below link. I'd need the same effect but with email behavior from a Zoho Campaigns workflow. In the article just IMAP email from CRM is mentioned. Can we achieve this somehow? Please advise Workflow for Emails | Online Help -
Using an Accont Alias Name for easier locating
We have a lot of customers that have either changed names or have been acquired by larger companies. Is there a quick and easy way to have an alias name for companies so if we search by a new company name or acronym they will appear in the search results?
Using Zoho CRM Integrator (Wordpress plugin)...Form works, but does not create lead in ZoHo
I get no error message...It say's "thanks...." But I can not find the lead anywhere in my ZoHo admin screens.
Workflow Rule If Certain Field not changed in X time
Hi, I need help setting up a WFR for Contacts. I have a Field called AH Level with Statuses AP1-AP8. If the status is on AP1 or AP2 and the Status has NOT changed in 30 days it should Create a Task called "Contact Name has not changed Status in 30 days".
Execute a Scheduled Actions after 5 minutes
Hello Zoho, That would be great having the possibility to execute an Scheduled Actions after 5 minutes. Currently, we can choose between 10, 15, 30 or 45 minutes. I think it's a simple change for Zoho that would bring quick value for customers.
[API] Endpoint for sending mails - all users should send quotes with their own email address (FROM address)
Hello, my main objective is the following: I would like to create a CRM button that can be used by many different people. Under the Quotes module, this button should allow you that you can click on several data records and then send a standardised quote
Photo gallery
I would like to create a photo gallery for the modules (mainly the product module). Could you tell me how i can do this? Await an answer
CRM cannot be used because of SalesInbox
Hy, We have Zoho's Enterprise with 8 users, additional storage, and premium support We have been deeply disappointed with SalesInbox. Despite trying to use it, it still does not work properly. It does not perform the tasks that every MailClient does -
How to change currency symbol Sfr. to CHF
Hello, I just notice in CRM, being in Switzerland we use Swiss Franc. The international symbol is CHF. However it is displayed as Sfr, that is the swiss german writing of the currency. How can I get the CHF symbol instead ? In the Deal module Thank
Product Name Lookup Feature (Inadequate)
There should be an option to filter the products in the "Product Name Lookup" pop-up window by at least the "Product Category" field. Additionally, when the "Product Name Lookup" pop-up window is opened again, it should display the last search/filter
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