Update all custom module related records when a contact is updated
Hi, I'm trying to write a custom function which will run whenever a 'Contact' is updated - it should update all items within a related list (called ProductContacts which is CustomModule1). How do I retrieve the ID value to pass into updateRecord? I've
Mapping field in Potentials Module to Custom Module
Hi, ZohoCRM set up has a Record type (Open, Closed, Possible) in the Potentials Module. I want to map this into Custom Modules so that additional workflows are triggered accordingly. How can this be done using a custom function as: Parent record is Potentials
how to update account status both in account and contact fields?
Now we have “account status” both in account and contact fields. When I create a workflow to update the “account status” in contact field accordingly when I edit the “account status” in account, I found that it can only update one contact which has been
Deluge code to update related record
Hi there, I got this code to update a "Deals" record with "accounts record" when it is edited/created accDetails = zoho.crm.getRecordById("Accounts",input.accId.toLong()); PotentialDetails = zoho.crm.getRelatedRecords("Deals", "Accounts",input.accId.toLong());
Move data from one field to another
Since I am limited on how many currency fields I can have in my version - I need to move some data from one field to a newly created one. How do I move data from one field to another system wide? I need to do this asap since we cannot create a field for our current months data.... Please advise asap.
Please help! Turning multiple fields into one!
Hi Friends, I'm seeking to turn multiple fields into one. With the one field being dependent on the other fields but separate and all still active. I need to export the data to a third party site for order tracking. Example: Field 1: 854 Main St. Field
How to mass copy one field to another
Hey, we need to copy all telephone numbers from contacts from the field "Tel. privat" to "Telefon". This shall be a one-time event with no other dependencies. How can i achieve that? Thanks!
Mass update with value from other field
I have a field called 'Greeting' where I want to put first name as default, but cannot find a way of doing this with mass update. Is it possible to somehow intorduce a formulae to Greeting field which says: If 'Greeting' is empty put in the value found in the 'First Name' field.
Concatenate Multi line Address field into a Single Line Field
Hi, Is there a way to concatenate the various Address fields into a single field? context below I have added the Zoho Sign integration to our CRM. I have an agreement template in Zoho Sign which i wish to fill based on information entered into a Deal
Concatenation problem in formula field
I am attempting to create a formula field that takes the first 3 characters of 1 field's contents and concatenates it with a '-' and then the value of another field that contains an autonumber. So, the formula that I have is: Concat(Substring(${Potentials.Project Type},0,3),'-',${Potentials.RFP_Hidden}) So, if Potentials.Project Type is "Online" and Potentials.RFP_Hidden is 2, then this field's value should be "Onl-2" I don't get any syntax errors when I save it, but then the field is blank when
Workflow Field Update - Lookup Field?
Hello, Trying to use a workflow to update a field in the Potentials module (an ID field). I want it to look up the values of two other fields on the same card and concatenate them to form a new field as follows: On CREATE $Potentials.[ID] = $Potentials.[Business
Forward to BCC Dropbox
Dear Zoho Team, We're finding that, especially when people start using Zoho, they often forget to use the BCC Dropbox option to copy an email to the relevant contact record. While it's possible to send some type of follow-up email and use the BCC Dropbox
Need Event Management in Zoho CRM
Hi there Recently found Zoho CRM and I like it. I am looking at moving my whole CRM setup to Zoho but I have one main area that I need to keep track of, but I cannot workout how to do that in Zoho at the moment. Essentially, we run workshops that attendees
Phone number search issues
When entering phone numbers in the Leads/Contacts, it is easiest to just enter the number without any parenthesis or hyphens (without formatting) and after saving the record, Zoho formats it for you - which is GREAT. However, you are not able to do a
How to trigger a workflow when a zoho survey is answered for a lead/contact?
HI, I set up a Zoho Survey that is synchronized with CRM. From the CRM, I select a lead, send him an email, with the link to the survey (link using the "instert template" button). When the leads answers the survey, the survey can be found in the Lead's
Update all contacts based on criteria
Hi, I'm trying to figure out if it's possible to create a workflow to update all contacts connected to a specified account (or opportunity-deal, if that's easier) when a specified field (in account or opportunity) is changed. Ive managed to make the workflow
DEFAULT COMPANY CURRENCY
I want to change the default currency on my organization. I want the USD ($) to be the default and the rest currencies as secondary. I live in Guatemala and we started using GTQ and as secondary USD ($). Now we are expanding and when I create products
Customize the sorting order of your picklist values
Dear All, Greetings, we hope you are well! We have a quick update on how picklists are sorted in Zoho CRM. Let's go! Adding a picklist field to a record layout, helps you choose and associate value(s) conveniently from a drop-down menu. These values can
Office 365 IMAP wrong credentials
Hi, I am trying to connect ZOHO CRM to office 365 (Imap). But everyting i try it keeps saying there is someting wrong with the credentials. But i am 100% sure there are correct en tried it with a different IMAP connector, and that worked fine. I also made a app specific password in Office365 Can you help me? Herman
Lead Distribution by Day
Hi, I have about 2,000 new leads at the moment. What I'd like to do is set up a system where each day I can view a list of 20 or so leads that I've never emailed, add them to some sort of autoresponder, and send them a list of reach-out emails and forget
Introducing Direct Feedback on Zia Recommendations
Dear All, Hope you are well! We have a quick update on Zia's Recommendation feature. Zia recommends suitable records, products, or services to help you cross-sell, seamlessly. Now, to assess if these recommendations are helpful to individual users or
Fed Ex API Integration with ZCRM
Looking for anyone that has successfully used Fed Ex open API to connect ZCRM. Ideally would like bi-directional sync to send shipping info to Fed Ex cloud software from ZCRM and conversely have FedEx respond to CRM with tracking info to then be able
Can I import an xml file
Can I import an XML file easily?
internal notifications not working
After recent troubleshooting in ticket #76712026 we were able to restore email functionality to zoho crm users. However, we are still receiving the attached message. All functions seem to be working except internal notifications are not working. For example,
CRM API Integration with main Carriers-Fed Ex, UPS
Has anyone successfully integrated Fed Ex with ZCRM using API? Would like to print ship labels and also capture tracking info from Fed Ex back into CRM records. Best, Steph Martin Exigo Group
UK VOIP
What voip do people use in the UK?
Tip #8: Merge Duplicate Records
Hello everyone, We hope that you are finding our CRM Tips and Tricks useful. Let us know if you are looking for tips on specific topics by commenting below. This week, we are back again with another tip on the clean CRM series. Tip #8: Merge Duplicate Records Maintain a style sheet for a clean CRM database - ✓ Create Unique fields to avoid duplicate records - ✓ Going by our earlier tips, you are now aware of the proactive ways in which you can avoid duplicate records in Zoho CRM. In spite of following
Solution for german salutation "Anrede: Sehr geehrte/er Frau/Herr" through CRM formula field
formula for german salutation in "Sie" version: If(${Contacts.Salutation}=='',If(${Contacts.Mass Update Formula},'',''),If(${Contacts.Last Name}=='','',Concat(If(${Contacts.Salutation}=='Herr','Sehr geehrter ','Sehr geehrte '),If(${Contacts.Titel}=='',Concat(${Contacts.Salutation},'
How to modify Campaign Member Status to my needs? Solved
Hi everyone, I have a question concerning the member status under the campaign tab within Zoho CRM. Once I assign contacts or leads to a campaign, I have an overview of the member status. E.g planned, sent, answered.... (please see attachment if you are not sure what i am talking about) Is there a possibility of customizing these member statuses of the respective contacts to my needs? Even a work around option like creating a new model could be an option. However, I am new Zoho user and do not have
EmbeddedApp JS SDK file upload to ZFS
Hi, I ported the code from Deluge to EmbeddedApp JS SDK for the function to run in a widget. The pdf print of the template can be successfully retrieved but if it failed when uploading the content to ZFS. function Invoke() { var conn_name
Bulk Update not working
When I try to bulk update a section of my contact (less than 100) the screen freezes and become non responsive. I have tried this with multiple computers, as different users and with Firefox and Chrome. Are there issues surfacing with the updated look
can I use zoho CRM offline on my windows laptop?
I know that I can access Zoho Crm on my phone, but I cannot seem to find a way to do this on my laptop. Is there anything I am missing? Thanks - John
Adding contact from email signature?
Standard process for us is to get introduced to new contacts via email, many times a mutual acquaintance will send an email intro complete with contact info and then we'll coordinate to set-up a call straight from there. We want to add the individual straight to our Zoho contacts (we don't use leads since it doesn't seem to make sense in our business to distinguish between contacts and leads). My current process is to take the email signature and drag it to my CardScan software, which reads the
How to identify potentials with no open activities
We use a "next-action" approach to ensure that we always have a follow-up scheduled for every open potential/opportunity. I'm looking for some way to view/report on open potentials to identify any that do not have a next scheduled action (activity/task).
Fetching user details in a function in ZOHO CRM
I am trying to get the user details for a record owner so that I can use them in my function. We have a specific business case for franchise organizations. We have over 100 of our franchises using a single instance of our CRM. We need to have a contact
Can we integrate Whatsapp with ZOHO Chat or ZOHO CRM
We have our core clients communicating with whatsapp and we need to keep the track and keep the record of the conversation, and that conversation should be recorded in client's ZOHO CRM account or in worst case ZOHO chat.. Can Whatsapp integrate with
Multi-Select Pick List - display format in the email template
I have a request for a tip. I am preparing an email template and I want to use the Multi-Select Pick List Values. The values are displayed in a single line in the template: Option1; Option2; Option3; etc How to make the variables appear in the form
Lack of feature / Merging duplicated records in Zoho CRM Custom Module
Hi, we really feel lack of a possibility to find and merge duplicated records in custom modules in Zoho CRM. Is it possible that Zoho is working on providing this feature to custom modules (to work the same as in Accounts, Contacts etc.) Kasia
Have macros insert into notes field
Current;y there is no way to use macros to insert data into the Notes field. I need this desperately.
Cant add a value on a custom fields with the datatype of lookup
I am trying to assign a value on a custom field with lookup datatype but upon checking the newly created Deals, the custom field is empty. I am using PHP SDK and here is my code in adding a field value on my custom field: $zohoCustomer = new $recordClass();
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