old invoices (Exchange rate)
We have been facing an issue and searching for a solution for over a month. Issue: Previously, the exchange rate in Zoho Books and Zoho CRM was incorrect, and invoices were being recorded in Zoho CRM with the wrong exchange rate. After adjusting the exchange
Kaizen #183 - COQL API's Enhancements in Zoho CRM API Version 7
Hello everybody! Welcome back to another post in our Kaizen series. In this post, we will discuss the latest COQL API enhancements introduced in Zoho CRM Version 7. COQL API Query API lets you query for records based on queries using the CRM Object Query
How to stop workflow running twice on a record
Hi I have a workflow as below Trigger: Lead record is created/edited - Repeat this workflow whenever a lead is edited is NOT TICKED Condition: When Lead Stage is MQL Action: Reassign Lead, Create Task If the Lead goes into stage MQL, and then it changes
Create modules using natural language prompts
Hello all, We’ve introduced a new enhancement to Zia that allows you to create custom and team modules in Zoho CRM using plain language prompts. Why this enhancement? Creating a custom module traditionally involves multiple steps—choosing field types,
Look up field and show or hide section based upon selection
Hi there, I am looking to show or hide a section within the opportunities module based on the value of the selection in the look-up field. This feature does not seem to be there Is there a workaround, and is this option coming in a future release? Thanks
Custom Module missing SDK function fetchRelatedRecords(...) in a Client Script
Good day, We have added a new module with a Multi-Lookup relation to Contacts. When we tried to use the fetchRelatedRecords(id, related_list_api_name) function to get Related Records it is missing for our new custom module. https://js.zohocdn.com/crm/5124797/documentation/DotSDK/Modules.html
Using lookup field in Formula field
I created the following formula field to get string output based on Lookup field values Lead and Account: if(${Communications.Lead}!='','Lead',if(${Communications.Account}!='','Account','Other')) The syntax seems correct, but I'm still getting an error.
Error sending an email
Hi, I'm trying to send an automated email (receiver is always the same) via Deluge function. It was working perfectly, but yesterday the receiver's mailbox got full and started returning this error: { "data": [ { "code": "NOT_ALLOWED", "details": { "reason":
Sending User-centric reports to all users
I would like to automate an e-mail report to all users that sends them a weekly e-mail listing their open Potentials. I've created a Report that uses the ${CURRENTUSER} criterion and scheduled the report to send to several users, but they all receive
View Reference Values in pick list field not showing
Dears, I want to create a custom field, type "Pick List", to define the language of a Lead. I want a pick list with some options value ("en", "fr", "de", etc.) and I want to display this options with a reference ("English" for "en", "Français" for "fr",
Based onthe multipick list value want to Show in the pick list field
Based onthe multipick list value want to Show in the Single pick list field Database Region is multipick list if it contain Saudi and UAE then region pick list want to show Saudi and UAE Database Region is multipick list if it contain Saudi then region
CRM quotes and sub forms.
Recently upgraded to Enterprise CRM - now some added hopes/questions * In a subform in quotes, if I add a "Percent" field, called Overage for instance. I would expect it to allow me to enter a percent like "10%" and carry the percent forward to formulas
Turn off/Disable Lead Approval
Is there a way to disable the need to approve leads? I thought there was but I can't find any reference to it in help, etc. We don't need an approval process for incoming leads at the moment. Thanks.
Client Script field.setCriteria need the list of possible operators for criteria or the opposite of "equal"
The gist is to just filter the lookup the countries not listed in the multiselect field. I've been using a client script and this time I would like to set this criteria for the lookup: op.setCriteria("((Specialty_Requirement:equals:" + spec + ")and(Countries_Excluded:not_equal:"
CRM Quotes- Delete tasks when status is changed
Hello. We have our quotes setup for approval process. We would like however to delete the tasks that are made when a different quote stage is selected. So when a quote stage is setup for "sent for review" we have the automation process to send out an
web page becomes flickering after being made into WebTab
I create a webtab in Zoho CRM like this it uses this URL below: https://blueraycargo.id/kalkulator-berat-volume/ as you can see, if you open the bare URL then it will have no problem, but after it becomes a WebTab then it is flickering constatly. what
The ability to show fields from subforms when viewing from related list
Hi there, Currently im only able to display default columns , however when im unable to add the columns/fields from the subform Ive created. below is a field called quantity from the subform. Im not able to search up this field from the manage column
Create a new module with first name & last name, and join the two when viewing records
I've created a new module, and I have first name / last name fields (I've renamed the record name field as last name). When I'm viewing a record, I'd like to see "Bob Smith" at the top of the page and in lists, not just "Smith" as I have today - basically the same experience you get when editing / viewing leads in the leads module.
CRM
I have a portal set up where a contact can see other contacts within an account automatically. When a contact in the portal enters a deal, how do I make sure that deal is assigned to the account so other contacts in the account can see the deal was generated?
Deluge search records with specific tag
I want to run a function for all records we have with a specific tag. I tried the searchRecords function and the coql query solution, but both don't support tags. Is there any other way to only get the records with this specific tag? What I can do is
Function Line break
question about line breaking, i'm creating a fiction that will display a script for people to use when they make a call.. the following code is what im using, But i cant get the return to use \n, or any type of line break. Any help? f ( (input.contactowner == "Lenni Cabral") ) { return "Yes \n Lenni"; } else { return "notlenni1"; }
Create CRM Notes from Creator using Deluge
I sync our CRM with information from a Creator application using the zoho.crm.create and zoho.crm.updateRecord functions, passing in the appropriate Map variables. This is working fine. However, I'd like to be able to create Notes associated to CRM modules
How to assign value to the user field in zoho crm using client script
@Aswathi P @Aakanksha J @Aanandhamurugan P @Ashwin Surendranath @Pheranda N Nongpiur @Haiku Technical Support @Aishwarya How to assign value to the user field in zoho crm using client script. Request To
Portal users send notifications to licensed usera
Is there a way for portal users to leave messages or notifications to licensed users?
CRM email sync with 365 - app passwords
Hi We have synced users crm account with hosted 365 email accounts. 365 has MFA enforced across the tenant. Now encountering issues with 365 sync failing due to password errors after some time. Advised that will need to use app passwords from 365 in order
tasks management
Hi there, Attached file is a task flow char. Can you please guide me through in detail to manage this task flow in ZOHO CRM? Thank you.
Add Label or Name parameter to URL Zoho CRM fields
I have come across this multiple times now where a URL in the URL field is very long and it increases the length of the page. This might be ok if you have just 1 or 2 URL fields but some of my clients have many. It makes the CRM more difficult to read
Tracking UTM Campaign information in CRM
Hi All, We have had this questions asked a few times lately so thought it would be a great idea to post it here for others benefit. Many have asked this: How can I track campaign information in CRM from my online campaigns and report on UTM tracking details? Below is what we have set up for other businesses who are using UTM Codes for all their campaigns. Follow the 4 steps below to set this up for your CRM: 1. Create Fields in CRM Leads Module Add a field in the Leads module called 'Referrer
Canvas Email iMap
Hi, I want to be able to have this option (seen below) in our custom Canvas design I'm building. But I don't see that option. Being able to see all related emails is important for us. But in our Canvas, it doesn't seem to have any option....
Is it possible to set a default field value in a Layout Rule?
I would like to be able to set a default field value based on a layout rule, rather than a default value in the main layout screen. Example: if Field X is set to 'Banana' then set the default value of Field Y to 'yellow' if Field X is set to 'Strawberry' then set the default value of Field Y to 'red' Is this possible? I don't want to use a workflow rule because a) we've hit our limit and b) it needs to happen straightaway whilst the user is on that screen.
Update Client Record based on creation of custom module record
Hi! Hoping for someone's help with this one. I have a custom module called 'Agreement History. Whenever a deal is won, it creates a new record in this module with associated 'Products' and 'Clients' to track rental history and contracts. What I'm trying
Enhanced Column Customization in Zoho CRM Email Templates
Dear Zoho CRM Team, I'm trying to create a footer in the Zoho CRM email template based on a specific design, but I’ve encountered limitations with the current WYSIWYG editor. Currently, the editor only allows adding preselected column structures with
Instantly refine your CRM dashboard using Filters and download underlying data – all in a few clicks!
Update: The enhancements mentioned in this post have been released to all users in all DCs. Hello everyone, Imagine you’re a sales manager overseeing multiple product lines across different regions. You're viewing your sales dashboard in Zoho CRM, which
How can I create a deal with multiple payment milestones in Zoho CRM?
Hi. We are a services based company and most of our deals involve monthly invoicing for T&M work or payment milestones for fixed price projects. How can I create a Deal in CRM that shows monthly (or multiple) payment milestones, rather than just the total
I can't auto-scheduling calls down - the code does not change anything
Hi, I was trying to set a function that auto-schedules calls based on their call result; i.e "Requested more info". I had also included a reminder to send an email in the code. I logged a test call and nothing changed. Is there anything wrong with the
setting owner of note when adding via deluge
My organization has requested the ability to mass update the notes related list in the deals module. Since this can't be done with the mass update feature, I created an update "notes single" line field and created a workflow rule that triggers a function
Merge field support in Field Update
Hi, We have a use case that requires values of certain custom fields in Deals to be copied back to corresponding custom fields in Contacts module whenever those fields are changed in Deals. The field update action on Workflow rules doesn't allow specifying
Improve Zia Data Foundation
Hi, is it possible to manually improve Zia's CRM data foundation for companies? Zia tends to give data based on foreign companies but we only operate in the German market. Even if I specifically but the German company name and the URL to the german imprint
Merge Fields in Zoho CRM Update Field Action
My idea/feature request is to add the merge field feature to the Update Field Action. I have a use case where I want to update a URL field in CRM with multiple variables from a Deal record. I'm aware that I can do this through a custom function but this
Zoho Sheet view has two way sync or one way? Sheet view to CRM and what about CRM to Sheet view?
I created a zoho sheet view. I can make changes and these changes are saved back to CRM. I have copied the link of this zoho sheet view for future easy access. Now I go to CRM, and update a single record in CRM. Now if I use the zoho sheet view link that
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