Linking / attaching a Creator form entry to an Opportunity
Hello :) I created a Creator App (Order) which has a subform (items). I added this App as a Custom TAB (not a web tab) to our CRM. Now I'd like to "attach" / "add" specific entries of this Order form to our CRM Opportunites. How could I achieve this ? Must the app be as Custom tab, or can I Attach / Link From Creator to Opportunitis directly ? Thanks
Function Needed - Calculate Currency Fields Every Day in Deals Module
Hey there! I have a common issue with our clients that we onboard into the CRM that I'm hoping to solve with a custom function. Most of our clients work of a 50% deposit upon contract signing and the final 50% after the delivery of services. The goal
Prompt Filed when Deal Stage changes
Hi, Is it possible to prompt the user with a popup window to check/update a field value when the Deal Stage changes? For example, when a Deal Stage changes to a specific stage I would like the user to be prompted to update the Closing Date field, even
Invoice, Estimate Templates: How to set margins?
I'm creating new templates for estimates in ZohoCRM, but can't figure out where to set the margins. Figured everything else out.
Account vs Vendor
I've seen it's been shortly discussed already, but I still don't understand it, so I'm asking again. Let's say we're a tour operator, we have partners we work with - we sell their tours, their accommodation aso - what are those partners according to
Getting related records from a custom module in a function
Background: I'm trying to put an automatically-calculated field on Account records that totals up all the sales to that account. Sales are kept in a custom module called "Sales Records," because we just get a spreadsheet of orders from our distributor
Changing order in charts
Hi, can anybody advise on how to change the order of components on Funnel chart..? I play with Stage Probabilty Mapping in Customisation > Modules > Potentials but it doesn't work. (The chart is Potentials Pipeline - Stages) Thanks in advance!
Bulk API for an automated Backup
I'm trying to make a recurrent call trough API to keep the backups files but can't save the file. Today I know that only the main file is available trough API Call, the attached files can't be downloaded. So far I managed to create the backup, check the
Integration with Xink
Hello, We use a tool called Xink, that allow us to add dynamic banners to promote our latest news, blog posts or future events in our employee emails. This is working very well, and it prevent us from using zoho emails. I'd like to use Zoho emails, but
Add Total Fields to Grand Total Formula in Qoutes
By The Grace of G-D. Hi, Is there a way to add custom fields to the grand total formula in Qoutes's subform?
Zoho CRM Integration with Projects when No CRM Account Exists
We have a need to integrate Zoho CRM with Projects in order to begin using Projects in replacement of another Excel spreadsheet based tool for tracking projects and communicating with clients. The challenge we are experiencing is B2C (business to consumer).
"Last Activity Date" field should not be updating when fields are edited
Idea: Last Activity Date currently changes whenever a record is touched in any way (including field updates). My idea is that it should only be driven by Activities (i.e. latest due date of a closed Activity and/or Lead/Deals). Updates to fields should
How to integrate POP gmail accounts with CRM and only store customer/sales related mail in CRM
We are a small business and would like to store all incoming and outgoing mail with leads and customers in CRM. Each employee has their own personalized gmail account (we do not use sales@company.com f.e.). But because we all have a lot mail that is not
Default sort for Activity Related Lists
Currently, the default sort order for Activities on Related Lists (Activities under Accounts, Leads, Contacts, Potentials) is by Created Date. I don't believe this is helpful. I propose that the related lists for Open Activities be sorted by the earliest due date first (ascending) and Closed Activities sorted by most recent due date first (descending). I understand that sorting by due date is currently available, but since this is not by default and must be done manually, the probability of an Activity
Introducing Bybrand, Leaflet, Ship Station and 5 more extensions for Zoho CRM
Zoho Marketplace offers 500+ Zoho CRM plug-and-play extensions. We released Bybrand along with 7 other extensions for Zoho CRM in April 2021. Get more from your Zoho CRM with extensions from Zoho Marketplace. CallerDesk for Zoho (For Zoho CRM, Zoho Recruit,
API working on master server but the same Client ID not working on the test server
My problem is, that I am developing on test server, and I need to get Access token via API. My code working on the real server, but on the test server after OAuth login, when I call Acces Token API it returns: '{"error":"invalid_client"}' Why the same
SAVE TIME & AVOID HUMAN ERROR: AUTOMATING EMAIL FORM SUBMISSIONS WITH ZOHO CRM
Whether it’s saving your sales reps and customers time, avoiding human error to ensure accurate records, or guarding against deals falling through because of problems that emerge from a complicated process, automating email form submissions has major
Related list
Hi, I am looking to customize my contacts. I need to collect additional information and keep it under the contact. For example, I want to collect information about contact's children. So I was thinking to have a "related list" with field for children
Is there a way to create an email alias in Zoho CRM for an email to be sent out?
I have a workflow that sends out an email confirmation to a contact... is there anyway that a fake email alias can be used as the sending address for this email?
Zoho Finance Limitations 2.0 #10: No Access to Notes on Finance Records via Mobile App
We have always used the notes module to have contextual conversations around records especially Sales Orders which is really helpful. Our sales people are in the field so generally they are responding on their mobile app once they click the link within
Need to be able to set default font and size in CRM emails
How do you set the default font size and font for emails generated when you click on the blue "Send Email" button in the CRM->Contacts->[contact name] window?
I have 7 core clients but each has 100 branches with different requirements
Good day, I am in the processing of trailling ZOHO (CRM, Books, and Desk). Basically, i have around 7 core clients that own multiple retail stores. We provide service to +700 stores. We need to now add each store in the CRM as each will be managed individually
How to connect my google calender with CRM?
Hi guys, We serve more than 200 customers and engage with them periodically. Sometimes one of my colleagues may forget to interact with them so it would cause a disappointment in my customer. I would like to connect my Google Calendar and integrate it
Whatsapp integration
Hi All, Can anyone recommend a Zoho Approved Partner who can set up whatsapp to integrate with Zoho CRM ? We have 4 sales execs who i would like to be able to send whatsapp messages through the system to potential clients. I tried to set up before but
The requested resource doesn't exist
Hello Zoho, I'm trying to import csv to Zoho CRM using Bulk write API implemented in native Python. I'm getting the below error which I really don't understand. As you can see, I uploaded my file successfully and got the file_id as mentioned in Step 2
Customize task popup?
We have some custom fields in tasks, and would like them to appear in the main new task popup. It's there now, but hidden in "more fields". How can we get these custom fields moved over where they're useful?
Filter to Exclude a field value
Hi all, I new to Zoho CRM. We are a college. So to filter out the leads that are 'not interested', 'joined other college', 'wronly entered', i have created a picklist, named as CLOSED DUE TO; My logic is: All the leads AND does not contain (not interested
AWS Connect and Zoho CRM Call Quality Issues
AWS Connect and Zoho CRM are integrated and around 2 weeks our call quality became very poor. The calls were either extremely scratch, to the point the person on the other end couldn't hear us or there was a 5-6 second delay in the other person being
Tip #28 - Sync your Zoho Mail Calendar with Zoho CRM Calendar
Hey everyone! As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to look at a very quick and easy tip on managing calendars today. If you are using multiple Zoho products, you may be maintaining your calendar in each product. For example, you update your personal events in Zoho Mail, while you maintain your sales events in Zoho CRM. However, note that these two calendars are separate. You may be assuming that these calendars are in sync as they come from Zoho. But just
Updating/Creating Record in CRM updates/creates record in Zoho Creator app
I need to have a record in Creator created or updated whenever i create a new record in CRM or update a record in CRM. How would I do this?
relating an email to a lead/contact
I use g suite. How can I relate an e-mail to a lead/contact if that mail does not include their e-mail address
Is the a manual dialer (soft-phone) for VOIP integration
I have integrated Zoho CRM with Twilio, and it's brilliant. The click to call works great, but that assumes a customer record already exists. Is there a manual dial option from within the CRM application.....i.e a soft-phone.....where i can just dial
zoho.crm.getRecordById("Products", productId.toLong()); sending status failure message
Hi, I am using custom updateCommissions function to grab the Quote details using workflow when the deal is updated. This works successfully following code from Calculate commissions from quote where I am using getRecordById to fetch the Quote record.
Unwanted ownership assignment emails being sent (they weren't before)
I work at a small company (just me and my boss), and in the last few days my boss has reported that he has started getting ownership assignment emails related to new leads I am entering. I thought perhaps I made a data entry mistake at first. However,
uploading CSV for multi-select field
Hi. I have a multi select field in my leads. How do I format this in the corresponding column in CSV file when I want to upload large list of leads?
Image field in Zoho CRM products
Is there any way I can put or link an image to Zoho Crm products???
HIPPA Compliance
Hello, our company is very interested in switching from SalesForce to Zoho CRM. However, a major requirement is data security and Zoho CRM needs to be in compliance with the US Health Insurance Portability and Accountability Act. Can you help me learn
Zoho CRM template editor deletes part of the code
Hi, Since a few weeks I have a problem with template editor for Zoho CRM, for all the modules. While uploading a template with HTML code, the editor deletes constantly one part of the code, which is <map name="image-map">, so the template doesn't work
Introducing Business Holidays and other enhancements in holidays
Hello everyone, In Holidays, you can create holiday lists for the org or for individual shifts. Shift holidays are helpful when you have multiple teams working at different time zones (For example: UK, Europe, US shifts) and thus require to follow the
After the sale is Closed-Won what's next? How best to manage the project?
I'm working with a small construction company and have implemented Zoho CRM for their sales process. This is working well so far and the office staff like it. Most Leads come in over the phone and the office receptionist fills out the Zoho Lead form, which has been customized with lots of extra fields. If an appointment/consultation is requested she also sets up the Activity on the proper sales rep's Calendar and then converts the Lead to a Contact/Potential with the Activity attached. The sales
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