iOS14 Menus, New Date pickers and Wind down shortcuts are now available in CRM iOS app
Hello All, As a part of iOS 14 compatibility, we have now brought in support for iOS14 Menus, New Date pickers and Wind down shortcuts in the Zoho CRM iOS app. iOS 14 Menus: We have now incorporated the Pull-down menus in the CRM iOS app. Now all
Picklist in the email template
Hello! Im trying to move from regular work to Zoho CRM. Is there anyway I can create a Picklist of pre-defined products I can offer depending on clients need? Basicly - is there a way to create a picklist inside of an email template?
How can I get the TAX value of a product in Purchase Order Module
Dear All, I am trying to clone a record in the Purchase Order Module using deluge. I can get (and map) all the fields (+ product fields) without problem except one. I am facing issue of how can I get the TAX of the each product. The below code works fine
deleting records from CRM
I have the free version and am the only administrator. When deleting leads, the total number of records does not appear to be diminishing. Further, when I click on recycle bin, there are no deleted records to permanently remove. How can I make sure that
Customised converted leads report
Hi, I have combined module for leads and accounts names as leads/accounts. I have a field "Lead or account" which distinguishes whether its a lead or an account. I want a converted leads report for the last 7 days. Can someone tell me how to do this ? Thanks
Webhook - Invoke URL vs Postman
A developer has created an external calculator for me, with the intention of me passing a field data from Zoho via a webhook and the outcome of various calculations being returned in response. I have created a function that creates a map of the various
Custom Function: Update related account fields when contact is edited
I'm trying to update the related account when a contact is edited, using a workflow that executes the following function. But it is not updating the related account fields. What am I doing wrong? I think it has to do with the begining, when we are supposed
Quarter 1 - Zoho Community meetups across Australia
Hey there! Zoho User Groups are region-wise pockets of the larger vibrant Zoho Community, bringing together people from all professions and countries who use Zoho. These groups facilitate you to Share and learn more on Zoho CRM, tips and tricks, and how to use it best Network with and help out fellow Zoho Users Meet and network with Zoho experts and partners Collect a few points and badges on the online community by checking into the meetup as well. Agenda: 1. Welcome and Onboarding 2. CRM
Formula
Hi, I have created a formula to work out 12% of a premium then when all the premiums are added up in another formula want to include this formula but it's not there showing as a field. Please can anyone help me? Its doing my head in!
Auto Gender and Salutation Detection for Zoho CRM (Data Enrichment)
Reduce the amount of effort put into contact maintenance and improve your data quality. Based on the first name and country of origin, the gender and form of address can be determined automatically in most cases by this integration. Select contacts and
Leads aren't saved when using the original Webform, but custom form works
Hi, Few days ago we had problem integrating Google Ads GCLID with our custom form.We still haven't solved that. So to know what's causing the issue, we tried the original webform to check how it works. We copy and pasted the code here: https://flexiclasses.com/test-zoho-google-ads/
Syncing Notes for Accounts and Opportunities
Hi all, is there a way to sync the notes across Accounts and Opportunities? why wouldn't notes propogate across all related modules?
Programmer/Developer Needed To Customize Potential Flow to the photo attached.
Auto arrange blueprint like in Flow
The process builder in Flow has a button that automatically arranges the steps in the process in a neat and tidy way. Please consider adding a similar feature in blueprints. Best regards, Mladen Svraka Zoho Certified Consultant and Authorized Partner
copy date from a custom module to related deals module
I'm trying to copy the value of a date field in a custom module (Finanzierungen) to a related records in another module using functions and this is the function I used: rec = zoho.crm.getRecordById("Finanzierungen",ID); resp = zoho.crm.getRelatedRecords("Immobilien
Is there a way to create a Contact from an Account, selectively copying over Account fields?
I want to add a Contact to an existing Account, and selectively copy over some of the fields -- at a minimum, the postal address(es) -- and, of course, fill in the Account name in lookup field of the Contact record. This is for one-off things (such as
Display LAST Order Sales Date
Hello Is it possible to supply a function for displaying the last date an Order was made "Order Paid"? Parameters: Orders is a custom module. Status field is a custom field. As soon as an order is made "Order Paid" on the Status field the date should
How do I build a Report that shows Activities x Contacts by Associated Campaign?
My colleague and I have been A/B testing two separate campaigns created in Zoho. Each campaign is associated by a specific Email subject line and a list of contacts. We called into those contacts over the past week, logging each activity in Zoho. I am
Update Quote Pricing
So currently we use both Books and CRM. From Books we create and update pricing of our items and sync to the CRM. We are trying to find out a way to create a button that would update the pricing on the products in the quote. The specific problem is: We create a quote on 11/1/19 that has 3 items on the quote. Then the customer comes back in 3/1/20 to check the pricing, our quotes are only valid for 60 days. Some prices might have been updated in items/products, but the only way to update the
How to integrate a database of vehicle models in CRM?
I use CRM to work as an insurance agent. I would like to use the vehicle model database. I wonder if it is possible to achieve it and I am looking for hints on how to get it or for a professional who would do such a task for me (I will need a possible
If & Else if not working
Hello, I have the below to run and need to return a result based on clients debt to equity ratio. I have a case where the record is returning -0.6 and it is picking up the highlighted result not the first one - how do we fix this? r360Info = zoho.crm.getRecordById("Client_Reporting",id);
"Convert" button on the Leads page allows users to bypass my blueprint?
I have a blueprint set up to qualify leads and weed out the junk leads, etc., before allowing them to be converted to contacts. My attached screen cap shows that my lead is in a particular state, and the transitions available to it per my blueprint.
Change the periods display in currency field
hi, The default periods are displayed based on the international number system like 123,456,789. we would like to display the currency field in indian number system like 12,34,56,789. Could you please suggest the suitable procedure to get the indian number
Lookup Fields in Purchase Orders does not affect Reports
Hi, 1. I Created 2 Lookup Fields in Purchase Orders for Deals and Sales Orders. I Don't see these modules when trying to create a report when Purchase Orders in the Parent Module. Looks like it is the default behavior. can you check if it is possible
New Layout Updates Causing Issues for us
Recently, there was an update to Zoho (within last 2 weeks). There are 2 issues that we now have: 1. When someone sends "Mass Email," previously it would tell us which ones did not go through. Now, with this new update, if we send mass emails (say to
Question about customizing product description items.
I have a question about the customization of a product detail item. I created an item (API name: field) in the item details and called the item details with a custom function, but the above item (API name: field) could not be called. Please let me know
Survey questions inside email template
We have a Net Promoter Score survey. It is 3 questions only. When the deal is closed we need to send an email to a customer asking them these 3 questions. Currently, the only option I can find is to give a customer a link to survey. What we need is to
Add Options and Subtotals to Quotes
Is it possible to setup quotes to include sections with subtotals as well as sections where you can include optional configurations. For instance if a customer needs the core product quoted but is interested in having some add-ons priced right now we
Problem with performance
Hi, Is Zoho CRM having problems with performance today? My CRm is very slow, sometimes doesn't load.... Tks
Kaizen #54 - Subforms vs. Related Lists
Hello everyone! Welcome back to another week of Kaizen. In this post, we will analyze how to choose between a subform and a related list based on your business case. What will you learn from this post? When to choose a subform? When to choose a related
Order Items on Email Template
Hi Team Zoho I was wondering if you have managed to add the functionality for Order Items to display on Email Templates? We have an Email Template we send out to our customers who request to pay by EFT/Bank Transfer. Some of these customers request to
CRM Client Portal
Is it possible to have a portal where a partner/reseller of our products can only see their customers deals, quotes, sales orders, invoices, etc.? Quotes, Sales Orders, Invoices would be created in Zoho Books. Example: Our partner - A1 Reseller A1 Reseller
Outlook Plugin Being Dropped
We have been users for just over a year now and have been able to get Zoho to really work for our business and help track leads and deals. We also use it very closely with Outlook. Some of the features we use very often are attaching emails to specific
Lookup field conversion issue from Leads to Accounts and Contacts
Hi I have created a module called "School Assocation" in Zoho CRM. I created a lookup field in Lead for this module. I also created a similar lookup field to the same module (School Association) in Accounts and Deals. When I go to "Lead Conversion Mapping",
Extension Pointers - JS SDK Series #8: Use the SearchRecord API in a widget to simplify business operations
Looking up relevant business information is easier when you have an internal search feature that targets certain keywords or phrases. Often times, this information will be worked with and manipulated to be useful for the current task the searcher is doing,
ZOHO CRM: Number of records selection in list views removed
As a big surprise, the function "number of viewed records" in the list views was deleted. Can someone at ZOHO please give a vaild reason for removing that important functionality? Now since this funtion does not exist anymore, we can manually select and
Logging incoming phone call within workflow custom function
Hi, I try to log an incoming phone call to an existing contact. The contact id and the call number are present in variables, but converting it to a map and trying to push it via "createRecord" does not work. Does anyone have a code snippet to push a new
Adding new contact to an account? And difference between account and company?
We're trying to organize all of our customer contact information. B2B customer has account X with contact John Doe We have a contact named Jane Doe that we want to associate to this account X, but within the account we can't do that. There's no + button
How can I turn off notifications!?
Hi all, I keep getting dozens of email each day asking me to approve the Main Contact. I am the only user on the CRM. How can I stop these emails? Theyre clogging up my inbox and I cant see a setting anywhere in Zoho CRM to disable these emails. (theyre
How to send SMS / TX messages through Zoho CRM
Hi, I currently use zoho crm and make alot of sales calls. I like to use the activity logger so i know when i have called a potential customer. I have recently added a TX message fuction to my list of contact methods via skype and have been logging TX's sent via the same method as calls. However it would be nice if you could select Call or TX as an Activity Type. Im am not sure how skype and zoho intergrate but it would be great it they could log calls & tx made by skype automaticly. Thanks Mark
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