Creating a Rollup Summary Field
Is it possible to have a field from one module to updated another? For example I would like the Account Number from the Accounts Module to equal Account number in the Possibility Field with out rep involvement. $(Possiblities.Account Number) = $(Accounts.Account
Sum Related Records into Parent Record
Hello, I have the below code and am trying to sum the Net Profit into the parent record, however i get this error... Info {"code":"INVALID_DATA","details":{},"message":"the relation name given seems to be invalid","status":"error"} Failed to execute function
Custom forecast categories in CRM
Last modified on 21/04/2023: Custom forecast categories are now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of April 21, 2023, it is rolled out for al Zoho CRM accounts. Find out
Roll Up Field in Zoho CRM
Can we add the values of a numeric field of all records of potentials and save the sum in a field in another custom object?
Lock Down Records at the end of its lifecycle
Ability to lock records in CRM so that they can no longer be edited or deleted. When a record has reached the end of its lifecycle, nobody should be allowed to modify the record any longer. For example: Once an opportunity record is closed (closed won
Unable to invite users to a meeting in CRM using Android mobile app
In the CRM mobile app for Android, we can't add other users as invites to a meeting. If you try, you get a "No Users" message and an empty list. This issue started this week, it was not a problem before. It still works fine on the web and in the iOS app
Zoho CRM Finance Module - can I show Vendors Bills?
I suspect that the answer is no but thought I'd ask just in case someone had a useful hack. In CRM I can look at Customer records and see all the invoices we've sent them but when I go to the Vendor record I need to see their bills to us, not invoices
How to copy/put values to subform?
Hello, I am trying to copy/put a value from a picklist to a picklist in a subform. How can I solve this with a function? So in the Invoice module I want to choose a value from Picklist A (a custom module "Products") and I need to be copied/put automatically
Showing unlinked data within a record
Good afternoon, I'm trialling an idea for our CRM and want to know whether something along the lines of the following would be possible. We currently use a Custom Module named Leads for potential new business. Ideally, in a scenario where we know a rep
Multi-Select Lookup
Hi, I have a multi-select field in Deals that links to a custom module "Devices". I'm trying to write a function that updates all devices related by this lookup field, however, I have no way of getting record IDs or other identifying info for all the
Send values from one field to another
Hi! I have a somewhat complicated situation on my hands. For a very specific situation, I need to save in a field, the phases through which a budget goes through, discarding certain phases. Field 1 to field 2. This so that later, with another field 2
Search CRM records with "ends with" comparator
I am trying to search for contacts by email domain (rather than an entire email match) Is there a way in the CRM API, to search for records using the "ends with" comparator? I see there is a "starts with" comparator, but have not seen any documentation indicating that it exists. Thanks.
Have a workflow stop if there is a response on a channel
So i want to set up a single workflow with both email and sms touch points, example could be marketing to leads, or appointment reminders. If a lead responds back to an sms or email, i would like a notification sent to a sales rep for them to take over
Deluge script executes but doesn't update record?
I have worked/researched all day trying to get this to work but the record doesn't update. The script executes successfully. I could use some insight and direction. Maybe I'm not approaching this right or some part of my code is incorrect? Here are details
Formula Field Chellenge
Spent a considerable amount of time trying different formulas in a formula field but none produce any results. Can someone here tell me what I'm doing wrong or show me a better way? Created a sales order but the formula field remained empty Edited/saved
Kaizen #74 - User's Unavailability #APIs
Hello everyone! Welcome back to this week's post in the Kaizen series on User's Unavailability APIs. Business and meetings go hand in hand. There are times when you attend a meeting with your clients or partners on a weekday and during the working hours.
Workflows set to send to leads but being sent to contacts as well
Is there currently a known bug for this? I've setup a workflow in Zoho CRM just to focus specifically on 'Leads'. However, it's also sending directly to contacts too. This needs to be fixed ASAP.
One Drive
Hi, I have tried to upload attachments from onedrive. THis has been hanging for at least 10hrs. Does it still not work with OneDrive for Business as I thought it now did?
Search inside CRM and API
Hi, We are having an issue trying to search for records inside Zoho using the search bar and through the API using the search endpoint. In both cases, we get null or empty data. However, when you check the module in the CRM the data is there and it is
Email Integration Office 365 error Unable to get SMTP email"
I'm unable to integrate office 365 with zoho crm. In setup, Channels, Email, Email Integration, Office 365, configure. I login to office 365, then I get this error "{"error":"Error while adding account : Unable to get SMTP email"} how can I login?
Linking records to track referrals and mainting that link when converting the lead to a contact?
I'm trying to track referral sources, i get a lot of business from word of mouth and i want to track that and create automations to thank those who give me referrals. So lets say i have an existing client "John Smith", and he has referred about 15 clients
ZOHO 204 non content responce on Contact and Project modules.
Im Using ZOHO Contact Module and Project Module. When Fetching data from REST API. Sometimes I get 204 responses, But after a few time retries API returns 200 successful responses with the content. Is there any reason for these kinds of issues?
Product image in quote???
is there a way to add images to product i see that someone else write this question buthas 5 months without a reply can u reple this please
Customer Support Chat or Email? (Zoho CRM)
Is there a customer support chat or email that is awnsered fast? ( Zoho CRM) Just got 3 license to start using zoho and already got some problems.
User profile pictures not updating
Last week a couple of users added a pictures to their profile but this has not updated across the organisation and it is still showing the default blank white head. How long does this take to update?
I have two Associated Items in a Transition, How to make only either or condition for only one Associated Item to be filled for completing Transition?
Hi I have setup 2 associated Items in a Transition for moving from one stage to another in Zoho CRM Deals Blueprint. For Example to move from Presentation to Demo Stage, The Transition requires Either to Log a Call or Log a meeting, before it can move
Insert Product Image in Quote : Product Line Item
Hello Can we insert product image in any inventory modules : product line item level? If not, can we embed in the HTML templates? So that we can view those product images in PDF/Emails? Please let me know if the above mentioned feature is possible or
How many currency fields can be able to add in Zoho CRM?
Is it possible to add more than 10 currencies? Any workaround for this?
CRM Workflow rules
Hello, I have set up a simple workflow to trigger an email based on a contact field {date} update/create. I intend to update the field weekly in order for it to send emails. I am testing it and It only sometimes work. It will not send an email every time
Newly imposed limitations in the Calls Module?
I went to make some changes today in a flow that's been running fine for a while, and was unable to do so as a result of ZohoCRM permissions restricting access: So I then head over to CRM and find the corresponding automation, only to be confronted with
Adding more Currency fields
We are a finance company and need to have/add several more currency fields in our credit application, etc. We are maxed out. This was never explained to us by our Zoho partner. They are saying we are limited to Can you please help us make these modifications?
CRM 2016 - Potentials Won/Lost Pop-up Screens
I strongly dislike the pop-up screens that open when you change the potential stage to Won or Lost. 1. CLOSING DATE: I don't like having to depend on users entering correct data. Since the pop-ups were implemented, my workflow automation rule to change
How to see which scoring criteria my contacts meet?
Hi! I've laid out a scoring system in the CRM as well as in Campaigns, but I am not sure where/how I can see which scoring rules my contact meets, specifically. Is there a way to do that?
I would like to create a meeting and have the location pre-populated to the account or contact location
I am looking into leaving salesforce and move to zoho. In salesforce if i was on the account screen, or contact screen, i was able to create a custom button for an "customer-site meeting" in which case some of the meeting information pre-populated. In
New user can't load crm
I created a sub user and tried to log in myself with an incognito window in both firefox and chrome. All i get is a mostly blank page, I get the "CRM" bar on the topk with no modules, and a white screen with gray boxes where my dashboard modules would
Does the Exchange add in work if you have an on-premise exchange server as opposed to cloud?
I managed to it installed on my outlook client, but when i try to associate an email, i get an error. "The Exchange and Shared mailbox have no support for the Associate Email feature". Is this just incompatible with on-prem self hosted exchange? Or is
Additional email receiver does not receive email notification.
Hello team! I set up a work flow rule that sends a "new lead" email notification to the lead owner, sales director and myself every time a new lead is created in Zoho. I wanted to add an additional email (my boss's email) as a recipient but he does not
CRM incorrectly asserts that emails are bouncing even when Zoho is the MX provider and delivers to them correctly.
Folks, All of the salient points in this video are blurred. Zoho support has an unredacted version. Zoho CRM asserts that email addresses are bouncing even though Zoho is the MX provider for those email addresses and all external inbound email to those
Changing a quote status when converting a sales order.
I would love to see that when you change a quote into a sales order that the status could change to Won.
Workflow Deluge Script Challenge?
Building a new workflow in CRM. When a new sales order record is created then a custom function inside the workflow is executed which parses the "Subject" field to extract the order number and copies it to a custom field named "Order Number" in the Sales
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