Zoho CRM Reports: multiple criteria on the same filter field?
Hi, I have a problem that I can't solve when using reports in zoho crm. In my case I have contacts who own the same product with different versions. Often, I need to find contacts who have product A, with version B but who don't have version C. The result
How would I set up a custom sequence per individual but based on a template/workflow?
Hello Zoho community. I run an events business and we often send out emails to people after a trade show or other event. We have a cadence we like to use (linkedin profile view, linked in connection request, email, email, phone, email, done) . I like
If a Web-hook receives any error codes like 404, will it retry?
If a Web-hook receives any error codes like 404, will it retry?, We noticed it has retried to send the web-hooks twice/thrice in various cases, but only once if it has received 200. But there is no documentation about this behavior? Whats is the expected
FIPS Compliant?
Does the ZOHO CRM product meet the standards for the current Federal Information Processing Standards? And, if so, where can I find information to provide proof to our insurance company.
Deluge - passing collection values from for each loop to updateRecord
Hi, I'm a newcomer to Deluge and am really struggling to get the below script to work. I want it to use a for each loop to look through several fields on the Account record, and then, assuming there is a value in the field, user the proper function to
BigInt Failure for Saved Workflow
Hi, I am currently trying to create a workflow as follows: When a record is created in one module (Volunteer Events), it takes what is in the "Areas Requested" multi-select field and sends an email to each match on a "Areas of Interest" multi-select field
Kiosk - how to use multiple records with GetRecords
Hello! I am trying to create a "grocery store list" with Kiosk Studio: I use GetRecords to pull MULTIPLE records from the products module (with a specific filter), and give the user the possibility to choose up to 10 records. How can I USE/ACCESS the
Show all task and meeting records associated with an Account or Contact even if they were created in other modules?
Is there a way to create a view that shows all open tasks and meetings associated with an Account or Contact even when the task and meeting records have been created in other modules than in the associated Account or Contact record view? Background: I
Add A Custom Option to a Pick-List Field?
Is there a way to add a custom write-in option to a Pick-List field? For example, the majority of our sales are a set amount, hence the pick list. Periodically we will have a special scenario that would require a custom amount. I want to keep all the
Generate wizards effortlessly and preview summaries before saving records
Dear customers, We're excited to introduce two new enhancements to wizards: You can now generate wizards, and get a wizard summary before saving a record. Wizards in Zoho CRM streamline data entry processes and ensure accurate and consistent data capture
Zoho CRM -> WhatsApp Integration Problem
As you can see I have my whatsapp account added under the portfolio of my company. The portfolio is properly detected by Zoho upon integration yet WhatsApp Account is not: What can I do to make it visible? I tried creating a new account from Zoho Integration
Kaizen #148 - 'trigger' in Records APIs
Hello everyone! Welcome to another week of Kaizen! In today's post, we will discuss the "trigger" key in the Insert, Update, and Upsert records APIs. What is "trigger"? "trigger" is a key of the JSON type array. You can use this key in insert, update,
1 Quote to Multiple Sales Order
Is it Possible to Create a Custom Function in Zoho CRM that allows one Quotation to be associated with multiple sales orders?
How can I change the format of a date/time field?
I have created a workflow in Zoho CRM and it triggers an action in Zoho Flow Actually it sends a slack message/notification to a public channel In this message I pass a dynamic Date/Time field from the Deal Module. The problem is that it returns this
Colour code depending on range of values?
Is there a way to show different colours (colors) for a range of values that depends on the user's selection from a dropdown list? If so, how? And please provide step-by-step instructions. Example: I have a field that has a range of values from 1-9 that
Pick List History - Report
Hi Is there a report or any ideas of a report on Pick List history changes So for example, I want a report monthly of any changes made to a field which is pick list (I know I can view this in the record, but I just want a monthly report off all changes
How to create a BOQ Estimate (Bill of Quantities) in Zoho using Widgets
Creating a BOQ Estimate is a key requirement for many industries like Building and Construction and Professional Services. As native Zoho cannot handle specific requirements, we've created Zoho Widgets for Users and Partners. This project was at least 500 hours of work, but it costs our clients less than $10,000 to fully implement. It is designed to look simple but there was amazing amount of work that went into creating it. We are doing all our estimates using this process now and love it. Please
Zoho CRM and Apple Mail (Macbook)
Is there an add-on or way to sync Apple Mail to Zoho CRM? Currently, we use Apple Mail as an overlay (one-stop-shop) for email accounts coming through gmail, outlook, etc. Now, with Zoho CRM, we'd like to keep using Apple Mail but have emails sent from
Deal: Amount per product?
Hi, we currently have a simple setup for our deals and analytics: A deal has one product and one amount. In the analytics we then simply can filter per product and amount in a deal to see, which product is selling the best, etc. But now we want to add
Zoho CRM Community Digest - June 2024
The month's Zoho CRM Digest is packed with exciting updates, insightful discussions, and valuable tips from the community. From streamlining workflows with bulk imports and dynamic filters to tackling duplicate leads and managing emails with ease, we've
Bid Date and other info in Quote module to Calendar
We are at the professional subscription plan. #1 What we are interested in doing is when we enter the bid date for a quote in the quotes module, we want that date to automatically be entered as an event into our calendar in Zoho with other fields, e.g.
Zoho CRM Client Script Open Pop-Up
Hello All Hope you are doing well. In this article, you will see how we can create a Popup and get the value from the Popup Up. Example:- Suppose we have a field (Boolean Type) City Details once someone selects this a popup will open and capture some
How to Link existing Contacts with existing Accounts.
Hello I have Contacts and Accounts already in ZohoCRM that I need to link together. How do I do this. PLEASE NOTE : The Contacts and Accounts are ALREADY IN ZohoCRM. Every answer I've found in here for this questions refers to Merging as they are imported.
Fill subform with Zapier
Hello, I am using a Subform for a deal, so our marketing team can add several products and custom prices to the deal, which works fine: But I want to use Zapier to automatically populate that subform as well, but I can't get it to add the details. Usually
Accurate out-of-the-box human translation
Hello, I've been using the CRM for about a year, and as a French user, I've had to do a lot of manual translation because the current translations are rarely correct out of the box. I believe that having proper translations done by a real human would
Preview Layout as a Standard User
Is there a way to see what a module layout will be (what fields will be visible) for a standard user if I am an admin? Basically, I have some fields where I set the permissions of certain fields as hidden, but I want to see what the layout will look like
How to record Inventory template export history
Hi, Is there any method to record the Inventory module PDF Template export history? Because we need to keep the same if we would like to send twice template
Unified View for Folders
I think it would make sense to have a unified view for all modules under a folder. This is a feature that ClickUp has, which is quite helpful. Our use case is as follows We have a workshop department that has different modules that they are using: repairing,
Is there a way to filter contacts by which email templates they were sent?
I want to send a mass email to all who received a specific email through a specific workflow. I can see the list of contacts after I created a report looking at emails sent by template. However I can not find a way to create a list or filter by parameters
I have a query about zoho crm
i found "Failed to execute function UnParsable date Line Number:29"this type of error due to my date time field data = zoho.crm.getRecordById("ticket_reservations",6319382000000936046); // info data; creator_ID = data.get("id"); ticketName = data.get("Name");
Parse words in a string
I need to parse out the individual words in a string using deluge script custom function, but can't figure out how this can be done. For example, I need to get "555", "234" and "5678" from the string "(555) 234-5678". Can you assist? Oliver
Can you send a Zoho Sign Document through a workflow
Hi, I am looking to automate a process of getting clients signed up asap. I have set everything up in a Zoho sign template and it works by pressing the "sign with Zoho sign" on the deal record. I am looking to find out that when a deal hits a specific
Ongoing Customer Care and Contact Reminders
Hey, We rent heavy equipment and most of our customers rent repeatedly. I can see how Zoho is really useful for sales funnels that "close" like buying a car but I am struggling to get it to help us. Our sales process is like this: -We make repeated contact
Using Tasks (or something??) in Zoho CRM to track sent samples
Hello, I sell upholstery material to my clients. When I send catalogues to clients, I track this as a Direct Mail Campaign in Zoho CRM. It's an open-ended Campaign that started last month (with the brand new catalogue) and will run until the new catalogue
Client Script - How do you obtain the current record ID when in detail view?
I'm trying to gather the Account ID of the Account currently being looked at in Detail View of CRM. I'm using a "button on click" client script execution, and am trying to create a logged call with input, based on button click. eg - User goes to account,
Users are able to access records in a territory that they are not a member of
Hello, I have several territories set up in our CRM. I recently ran a test to see whether users that are not members of a particular territory can access records within that territory (e.g. Accounts, Contacts, Deals), and it turns out that the users that
Update field when task is completed
Hi, I want a field to be automaticly updated when I mark a specific task as closed. So, I have a task in the module 'Leads' with the topic 'Factureer kosten van {COMPANY_NAME}'. When this tasked is closed, I want that the close date is filled out in the
Client Portal Layout setting
I have set up a custom layout called [Customer View] and specified this layout in the Portal settings. When I preview it, everything looks fine, but when I log in with a Portal User account, the layout displays as Standard instead of the specified Customer
CRM, How to customize JSON sent back from REST API webhook
Hi, In CRM, I've created a function with a API REST access. For debug and log purposes, I have a lot of info statements. That way I can trace any problem that might occur. However the external service calling this webhook, requires that the function returns
Using Multi-Select Lookup to Search Leads and Contacts in Custom Module
Hello Zoho Community, I have a custom module in Zoho CRM called “Projects E.One” and I need help with a specific requirement: I want to add a field in this module that allows me to look up and select multiple Leads and/or Contacts that are already registered
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