New deal, automatic numbering system
Hi guys, We are new to ZOHO CRM and have a question. We have an excel sheer used as the quotation register. Is it possible to have the next unique quote no come up when adding a new deal or quotation? Now we are double handling filling out the excel register
Create and embed custom capabilities across CRM with Kiosk, our latest low-code tool
[6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. As a result, the old help doc links
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
Stay in the Know: Important TRAI mandate on URL whitelisting for Indian CRM customers
Dear Customers, We hope you're well! If you are a CRM customer in India and have the Notification SMS feature enabled, this post is relevant to you. Notification SMS lets you send messages to your customers as an acknowledging response to transactions.
How to create 1:1 relationships between modules?
This is what we need: Module A has a lookup field called "B", where one record of module B can be connected. Module B has a lookup field called "A", where one record of module A can be connected. Note: the fields should be in sync. If we connect a record
Deal Stage / Cycle
Hi, I'm a newbie to Zoho CRM and currently testing out the free version. I'm quite confused with the deal stage. In my window, I can see the following in the order: 1) Qualification 2) Need Analysis 3) Value Proposition 4) ID Decision maker 5) Proposal
How to assign invalid user to a record
I have set an workflow , which will take owner from other module and assign it to a new record. However, if user has been deactivated, deluge can get user info as normal , while It will pop up error when it is assigned to the new record's field.which
I HATE HATE HATE THE NEW LOOK AND FEEL
TOO MUCH INFO TOO BUSY NOT PLEASING TO THE EYE DO NOT FORCE ME TO CHANGE OR YOU MAY BE FORCING ME TO LEAVE!
Not able to attach attachments in into email workflow trigger
I have set up a workflow rule to trigger an email but it does not allow me to include attachments that are in the module/file. I have noticed that this request has been made by multiple customers in the last 3 years. I know that SALESFORCE has this feauture
Create a convert button in a custom module
Hi, I created a custom module associated with a sign up webform to collect data of pre-qualified customers. (I want to separate this group/segment from the potential module) I want to create a convert to potential button in this custom module so I can convert it to potential. Could anyone share how I could accomplish that? Thank you. Mei-Yin
Formula Field using another Formula Field
Dear Support, I'd like to create a custom formula field that use another formula field. Is there some workaround for this? Thanks. Paulo Miguel.
Automate Birthday and Anniversary wishes for your customers
Want to automate the process of sending birthday or anniversary wishes to your leads or contacts? You can do this in a jiffy using Date-based Workflow Rules. Workflow rules can be triggered based on: Record Action - Create, Edit, Create or Edit, Delete, and Field Update Date - Date, DateTime occurenceTo automate this use case, you can create a Workflow Rule and trigger it based on a Date field, in this case, the Birthday/Anniversary field. Here is a GIF image to take you through the steps to send
When migrating/importing leads from SalesForce, the Lead Owner gets automatically changed to the user who imported them
Hello, I am in the process of testing Zoho to see if it is a good fit for our needs. I have tried migrating data from SalesForce as well as the 'Import Leads' option. In both instances, the Lead Owner gets changed to my name. Is there anyway prevent this
Create different langugage files from one record
Hello all, Lets say that I have one record in the CRM - Purchase Order. We use MailMerge to create our POs and send them out. So the question is the following - sometimes we need to send the PO in English - sometimes we need to send the PO in local language
Check and update the code in line 16 as there is a Exception : Argument type mismatch - Found 'COLLECTION' but Expected '[MAP]' for the zoho.crm.updateRecord.
I am trying to update a contact record in Zoho CRM from Zoho books with the below script but it gives the above error: //This is a sample function. Uncomment to execute or make changes to this function. invoiceID = invoice.get("invoice_id"); invoicedate
i am facing Problem to authenticate myself for running any of the CRM Api
i have generated a server based Client and get code from the zoho further i am trying to run get token api but getting invalid Client, Please help me to resolve my issue.
In the CRM how can I create Campaign reports?
Hi, I have created a campaign and added everyone with different member statuses to the campaign. I want to be able to track the follow-up and be able to identify contacts that haven't been sent any emails or reached out by the sales team. Is there a way
Brand add-on in Zoho CRM
We have a Professional level Zoho CRM account and we are just getting started with our set-up. The company has two divisions, one that uses the primary company brand and one that uses a modified logo. We would like to be able to build templates of documents
Modules Grayed Out
Hello! I was interested in trying the Reports and Analytics modules, but they are grayed out and I can't figure out how to activate them. The module permission for them is set to allow anyone to use them, so I know it's not that. However the only options
Custom Function pulling Incorrect Information
Good afternoon, I have a custom function (created with the help of Zoho support) which takes information from the contact record in order to create a deal. When we select a blueprint button in the contact record, to send out an application form, it pops
How to display the CONTACT ID in the Contact page
Hi, I've seen this conversation below and it is exactly the same question I'm raising now, but unfortunately the last message is not solved https://help.zoho.com/portal/community/topic/show-contact-id-while-editing-contact-form I need to show the ContactId and I don't know how to do this. The last message included in the conversaton shows the way but not it is not completed. "I am sorry by default we do not have the option to show the record ID for the contacts in the field in a record. When you
Multi-Select lookup field has reached its maximum??
Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?
How to Avoid Duplicates When Importing Accounts Based on Website?
Hi all, is there a way to prevent duplicates when importing new Accounts into Zoho, other than using the "Skip duplicates based on Account name" or "record ID" options? It would be highly beneficial to have an option to skip duplicates based on the Website
Keep the thrill of sales alive with Gamescope
Introducing Zoho CRM's built-in Gamescope--guaranteed to turn your days of ordinary work into extraordinary fun! Compete with your peers on who converts more leads, completes more tasks, or closes more deals with friendly competition and a lot of fun, while earning badges and trophies in the process. How It Works: It's easy to get started using Gamescope. All an admin has to do is turn the feature 'on' and every user can access it. Users can participate as an individual or as teams. For individuals,
Can you change the width of a template, and/or the size of images we upload to the template?
my images look good in preview, but are then skewed when sending email. Also, are image sizes "fixed" by which template is being used? Thanks in advance. CV
Zoho CRM Analytics - Allow To Reorder Dashboards
I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go
Add Folders In Related Lists
We started working in the new CRM interface which we find very useful. You are able to organize modules in teams and then in folders. What would be truly amazing is if you can also organize the related lists on the left of each record in folders. Currently
Chart to show deal values YTD based on Account Territory
Hi all Is there a way to create chart in Analysis that shows Deal amount by Account Territory? I can see that I can group by Deal Terrority, but not by Account Territory, and I can't see Accounts on related modules. Any ideas how I can see that? Olly
Google Ads Data is Publicly available in Zoho CRM
We recently discovered that ALL of the following Google Ads fields are visible to all users in our CRM that have access to either Leads or Contacts modules. Not only is this troubling and inconvenient, it should be unacceptable. It also creates a mess
Script to share only certain related list
Hi all! I am looking for a script where, based on a condition (field value for example) I can share all records but only from selected related list. Territories, Data Sharing Rules, User Lookup and Manual Sharing is not what I am looking for. Example:
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:"
Task Module quick create settings
Hello, requesting the Task module receive a quick create customization settings. We have added custom fields and have to select "More fields" at the bottom of the pop-up to access the custom fields.
how to run function once to fill a field programmatically?
I create a new field in deal module and this module will depends on another module. let say I simplify the case like this 1. I need to fetch all the records in deal module that the field 'status' is "Won" 2. if the field 'weight' value is more than 100
Rodger's helpful deluge scripts #4 - Bulk updating records using a deluge function
One of this things I love about Zoho is that there's so many ways to accomplish something. Want to mass update some records? Sure, we have the Mass Update function to update a single field. Need to update more than 1 field? Sure, we have she Sheet view,
Kaizen #99 - Render Widgets Using Client Script
Hello everyone! Welcome back to another interesting post. In this post, let us see how you can render Widgets using Client Script. Widgets are embeddable UI components that you can create and add to your Zoho CRM. You can use widgets to perform functions
Kaizen #131 - Bulk Write for parent-child records using Scala SDK
Hello and welcome back to this week's Kaizen! Last week, we discussed how to configure and initialize the Zoho CRM Scala SDK. This week, we will be exploring the Bulk Write API and its capabilities. Specifically, we will focus on executing bulk write
How To Sync 'Deals' data To The Related Contact In The 'Contacts' Module
Hi there! I'm looking to be able to sync Deals and Contacts. Basically, when someone places an order we have it syncing the order data to Deals, complete with the customer's name and email. Is there any way to have that Deal synced to the matching contact in the Contacts module? Presumably matching by email address. I'm familiar with Workflows, however it doesn't seem that Workflows work across different modules. We're looking to be able to run reports based on what the customer bought, but can't
Kaizen #156 - Enhancing Mass Communication in Zoho CRM with a Custom Button Widget
Hello code enthusiasts! Welcome to a fresh week of Kaizen! In this post, you will learn how to build a custom button widget to boost mass communication of your business using SMS notifications and pre-recorded calls within Zoho CRM. Business Scenario
Send out follow-up email in the same thread from Zoho CRM
Hi, I'm new to Zoho. I'm trying to send individual emails to my leads one by one. And I'll send out follow up email if I don't hear back from them later. However, instead of sending a new email, I want to reply in the same email thread so that the recipients
Issue with Email Not Sending via Flow in Zoho CRM
Hi everyone, I’m having trouble with a flow I set up in Zoho Flow. I’ve created a custom module called “Allievi” in Zoho CRM, and I want to automate email sending whenever a new contact is added to this module. The flow triggers without any errors, but
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