How to update a custom checkbox field on Deals created only during Lead Conversion?
Hello, I’m trying to solve a specific scenario in Zoho CRM: I have a custom checkbox field on my Deal record. I want this checkbox to be automatically set to “true” ONLY if the Deal was created during the Lead Conversion process. However, if a Deal is
Social Selling: LinkedIn Unified Inbox within SalesInbox
Can you add LinkedIn Unified Inbox to CRM SalesInbox - this would enable managing LinkedIn Connections Messaging Directly from SalesInbox - adding leads, creating contacts and or potentials within CRM from Linkedin conversations Examples of LinkedIn inbox
Unable to integrate Whatsapp Messaging into Zoho CRM - Business Messaging
Hello, I want to set up Business Messaging in our Zoho CRM and am struggling to set it up. I have logged into the account and our facebook business page, our business shows in the dropdown for WhatsApp Business Account but does not for WhatsApp Business
Automatic field update for Date field with current date + 5 business days?
I have a custom module which has several stages, and each stage has a deadline. How can I go about updating the "Deadline Date" field to be the current date + 5 business days? Cant find a way to do this with Flow or Blueprints
How Come Deals/Potentials records retrieved using deluge integration functions don't contain 'Pipeline' value but API Get Recrods request DOES return Pipeline
Hello, Seems like several places this question can be asked so I'll give it a shot here. When using zoho.crm.getRecordById() deluge function and retrieving a record from the Deals/Potentials module the returned data does not include any info about the
How to track email open/clicks/bounces in campaigns in Zoho CRM
I have sent out a mass email to contacts in my campaign on Zoho CRM. I get a signal notification every time an email is opened, clicked or bounced, but this does not automatically update the Campaign Member Status to the appropriate value. Is there a
Client Script $Crm.user.role returning undefined
Hey all! I have a client script I'm trying to run based off of the user's role. I'm able to use the following: var fname = $Crm.user.first_name; To properly return a first name when logging in the console, but whenever I try the same with $Crm.user.role
brackets to be used in COQL's Where.
I use version 7 COQL to get Deals. It seems that I need to properly enclose the criteria in brackets in the Where, but I don't know the criteria to enclose them. I need to specify quite a few criteria in Where, so I would like a clear explanation. I am
Grouping Forecast Achievement by Month
Hi all I have the Forecast setup in CRM and I now want to create a dashboard widget on my manager dashboard to show our achievement against target by month. I can't see a way to group by forecast period or by forecast month in the settings for the dashboard.
Automatically Update Amount Field in Deals
After a Sales Order is assigned to a Deal, I want the grand total of all associated Sales Orders to be automatically summed and written to the Deal's Amount field. The idea is to prevent users from manually changing the Amount. I'm finding it hard to
Introducing the Egnyte extension for Zoho CRM
Hello Zoho CRM Community, How often do you find yourself switching between platforms just to find and share the right document? Is your team dealing with a lot of documents, making customer-related file management a constant hassle that slows down your
Kaizen #2 - OAuth2.0 and Self Client #API
Hi everyone! Welcome back to another week of Kaizen! In this post, we will shed some light on the OAuth2.0 protocol and how you can use Zoho's Self Client option to authenticate your application and generate the tokens. What is OAuth2.0? OAuth 2.0 is an industry standard protocol specification that enables third-party applications (clients) to gain delegated access to protected resources in Zoho via an API. Why should we use OAuth2.0? Clients are not required to support password authentication or
Kaizen #91: Dynamic Lookup filters using Client Script
Hello everyone! Welcome back to another captivating Kaizen post. In this post, we will explore the process of implementing lookup filters using Client Script. What is a dynamic lookup filter? A dynamic lookup filter is a feature that allows you to specify
UpdateRecord for contacts doesnt work from rule from another custom module
I have a function that is triggered by an automatic rule when a record is created or edited in a custom module. The function searches for a record in the Contacts module and saves it in a lookup field of the newly created or updated record. It also updates
When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory
In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the
Automatic Retry Mechanism for Failed Workflows in Zoho CRM
Dear Zoho Team, I hope you're well. We would like to request a new feature for Zoho CRM workflows that introduces an automatic retry mechanism. At times, workflows fail due to temporary issues, such as "Returned error code - Socket Timeout" or other connection-related
Invitation/reminders in CRM events using custom templates and contacts
Hi. I'm sure you have several similar requests for something like this but I'd liek to make a suggestion for something that would surely be widely used. Our business is a service related operation that works on the basis of taking bookings for particular
IndiaMART Integration for Zoho CRM
If you need to get IndiaMart leads in Zoho CRM without using Extension then this solution is for you. See step by step guide to integrate IndiaMart API quickly. Create Leads in Zoho CRM - IM ENQUIRY TIME, IM PRODUCT, IM QUERY ID, IM QUERY MCAT NAME, IM
For Log a Call, "Call Type" menu needs more options, like "Left a message" and "Received a message".
When logging phone calls, the "Call Type" menu is locked and only has 3 choices. Outbound, Inbound, and Missed. Since it is not limited to only IN or OUT, then it should have more useful options other than only "Missed". It is a locked system field. It
Attachments question
Hello, I used the zoho forms integration with zoho CRM to upload the generated PDF from zoho forms to the crm module under attachments. Is it possible to make the attachment section visible for my portal users? Thanks!
portal level permissions?
In creating my client portal using the same canvas as my employees use multiple modules and functions are missing. example: timelines, task, emails, activities. In the portal permissions tabs no option is available to turn on or off these functions. is
When choosing custom view, load a particular Kanban view by defualt
I have two custom views defined (say viewA, viewB) in the Leads module. I also have a Kanban views (say K1 and K2) defined in the Leads module. What I would like is that if I select viewA, it automatically loads Kanban via K1. If I select viewB, it automatically
Zoho CRM - jump to section of record via a button
HI, Is it possible to create a custom button on say the Contacts module so that when you load a contact record, the button and be pressed and it scrolls down to a certain section of the contact record to save all the scrolling each time? We have a lot
keep emails in CRM for a deactivated user
Hoping someone can tell us how we can keep emails from a deactivated user available to all of our other staff within CRM and the leads and contacts modules.
Assign CRM email template to CRM campaign record
In my CRM, I have an 'Event' type of Camapigns record for which my system sends confirmation emails. Imagine that I use the Campaigns module to track my business events. Ideally I could have a separate email template per campaign. I'd need something like
Analytics - Opened versus Clicked?
Good day, we have just sent out an email campaign vis the mass email option to our contacts lists and i have noticed that more recipients clicked on the email than opened the email. Can that be and can you explain the difference between the 2 statuses
Deletion of CRM rows giving error
Hi, I am exporting data from a module into excel workbook. THis works fine... until...I export the same data 10 minutes later and I get duplicates in my sheet. There is code to "delete" the previous sheet but it is giving errors. The DELETION of records
Can't create task programmatically using deluge
I have a Date/Time field like this when it is edited, I want to create a task using deluge function. I use the code below to create a task. but unfortunately, the task is never created even I run it using 'execute' button on function editor. what went
setVisibility() not working for Subform Fields with Client Script
I am currently working on a Zoho CRM Client Script involving a subform and encountered a limitation that hinders my ability to fully control the visibility of specific fields within subform rows. The setVisibility() method, which works perfectly fine
Office 365 and Zoho CRM
Does anyone have this synching properly. I configured it and the Zoho Calendar shows up in 365 but nothing comes from 365 into zoho crm. I have enabled the two way. No errors are being generated. If anyone has some insights I would really appreciate
How to export Subform Data from a record?
How can we export the subform data from a record? Currently we can import data, but I found no way to export data from one record I need a simple button to export the current subform data to an excel file, why can we import subform data but cannot export
Does Client Script work on Zoho CRM Portal?
Hi ! I create a new module to use at customer portal. But Client Script looks not work. Please help me clarify, thank you!
File attachments adding date and time to name when uploading?
I have set up a function that uses the mail merger api to get a lead and fill in the details, it is basic but was just using to test will fill in all the details later, It works perfectly fine the only issue i have is that when it uploads the file into
Optimizing Zoho CRM & Xero Workflow – Advice Neede
Hi everyone, We’ve been using Zoho for all CRM functions and Xero for all accounting, but the workflow between the two has become difficult to manage. The business does not want to move from Xero, as it's the accountants’ preferred system, but we need
Blueprints: Create Global Transitions
Dear Zoho Team, it would be nice we could create global transitions for blueprints. The use case would be the following: We have 4 different processes with the same transitions in different orders. We could create 4 different blueprints, but whenever
Adding fields to campaign members
Is it possible to add fields to campaign members? I want to be able to insert a date that certain actions happened as we progress a client, but can't see where or how I might be able to do that
Send an email with an attachment that is saved in a record
Hi, I am trying to send an email with an attachment from the record. I tried getting the file via InvokeURL and also I tried getting it via get relatedLists. I was able to get it, however that only returns the name and details of the of the file - not
Sync WordPress Users Data
How can I ensure real-time or scheduled synchronization between WordPress and Zoho CRM? We have written an article in which we have mention how we can "Sync WordPress Users Data to Zoho". If you find any missing part in this article please let me know
Create Zoho meeting participants as contacts / leads
Hi I have found that zoho crm meetings , created does not convert the emails to leads / contacts, Please let me know if this is the expected behavior and how to change it? thanks AJ
How to quickly & easily search for Contacts/Accounts
Just started with Zoho and it's seems pretty good but the one absolutely horrendous thing about it is searching for Contacts and Accounts. I could be doing it wrong and any advice would be appreciated. If I want to look for a Contact, then the process
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