Save a Quote as a template.
I know you can create templates for quotes however I am unable to create a quote for a customer and save it as a template. Many of our quotes require many of the same products/services, it would save a lot of time and prevent forgotten items by usingTechnical fields are also not loaded
Hi, we have a problem with passing UTM tags to the order UTM tags are still not delivered to the order, even after you have made the edits Here is an example of the remaining order https://crm.zoho.eu/crm/org20092370698/tab/SalesOrders/615595000013525290Zoho CRM subform required fields
Hello, I set up a subform in Zoho CRM Deals layout and set three of the fields as required. When I create a new Deal, it is making me add an entry to the subform due to these required fields. However, my intention was that the required subform fieldsAdding Portal User Type
I want to add a second portal user type. The only upgrade option I could see was this, but that just seems to be if you want to add more users, not user types: Anyone know how to add a portal user type?How to break line in zohoCRM
Hello everyone, I'm currently working with Deluge scripting language and encountering an issue with newline characters (\n). My goal is to format a string with multiple lines, but the newline characters are not being interpreted correctly. Instead ofLinking Modules to Portals
I can't get Solutions module to link to Portals. I remember there was a particular field that had to be added but can't remember which one. I have added Lookup fields to Leads, Deals and a custom module. I have a user module. It is set up the same asCRM Hack #3: How to update formula functions for already created records.
Hello everyone! It’s Wednesday and we are back with yet another hack.. I'm sure you've used formula fields to meet some requirements specific to your business. Let's consider an example each for external (customer-facing) and internal facing scenarioshow to make an event in Zoho calnder . when a deal is Won
i try this via Actions by Zoho Flow when i get the error Zoho Calendar says "start pattern not matched." how can i make an event in Zoho calender \ google calender when deal is modifie to spcific stage - in the name of the deal and when a the same dealAssociate SalesIQ visitor with lead created via REST API (PHP SDK)
Hello, I am working on a website that has SalesIQ embedded into it. This site also has some custom forms. Behind those form submissions, we are using the PHP SDK to create Leads in Zoho CRM. This is all working, however the "Visit Summary" is not beingWorkflow Rule Triggered by a specific date
I'm struggling to find a script that will allow me to create a workflow rule that will send out an automatic email when all conditions are met on the 28th of every month.Custom Field Creation (no. of days)
Hi there, I would like to know if I can have a custom field created using formula or some function. The expectation of this field will be the number of Calendar (weekday) days calculating from a Date field. For example - there is a Date Field in the RecordStatus of the Kanban view
Hi, Have there been any Kanban developments? My Kanban view lists every single status in no order (not even by stage) making it impractical to use. I've brought this to attention of support, have had a remote session but have not heard further. I canImplementing Validation Rules Using Client Scripts in Zoho CRM
Problem: The limited number of validation rules with custom functions in Zoho CRM (three in the Enterprise Plan and five in the Ultimate Plan), along with the restriction of triggering only one field per rule, significantly hinders businesses that requireMeetings not showing up under contact or deals or any other place besides the meetings tab
Meetings not showing up under contact or deals or any other place besides the meetings tab. I would assume it should appear under open or closed activities as that's where i can create it from. Please advise as we are trying to use this feature more.Unused and Deleted Stages
Hello, I just started a new company and started organizing the pipeline. I have one challenge left, deleted and unused stages still appear in the All Pipeline tab, and it affects the report and charts in the dashboard. How can I delete or hide it?function with external api fails
Hi, I'm trying to check of an existing customer number based on the domain of an Account. But I get the following error message: No. of arguments mismatch for the built-in function 'get' Line Number: 24. I highlighted the line 24. // Parameter: account_idCreating a lead from a slack message
Hi, Is it possible to create a lead from a slack message in Slack?Unable to switch the contact layout based on a flag in the leads module during lead conversion to contact.
We have a "Lead Type" flag with values X or Y. When X is selected, the contact should be assigned to the X layout, and when Y is selected, it should be assigned to the Y layout. Is there a way to achieve this without using Deluge?How to set related lookup field from Deluge function when creating a task
Hi, I've checked numerous posts on this topic but it seems I am missing something here. I'm trying to create a Zoho CRM task from within a function. Here's the relevant code: // // Get Departure and related Participant records // relParticipants = zoho.crm.getRelatedRecords("Passengers","Departures",DepartureID);create a unique autogenerated referral code for each Accounts in ZOHO CRM
Hi, I want to create a unique autogenerated referral code for each Accounts in ZOHO CRM. And when a new customer come to use the referral code they get, they will get specific rewards and benefits that we defined. I also need to create a referral programCopy value from one field to another
This must be the single most simple task for a Custom Function, yet it is neither explained in the CRM documentation (help), these forums or any YouTube tutorial videos. I have spent about half a day searching for it. I'd also like to point out that users have been asking for this to be implemented as a more simple workflow automation for years ( https://help.zoho.com/portal/en/community/topic/can-i-use-a-workflow-to-update-a-field-with-the-value-of-another-field-or-of-the-current-date ). So in orderFiltering option by subform fields?
I have created a custom module where I have done two test implementations in the layout to experiment with input values. See the attached screenshots. Method 1 was creating a few pick lists (in the section called "IRL values"), and method 2 was usingKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Manage Topics missing from Actions drop down menu
Would appreciate anyone's help. Been trying to set up tags and every guide says to access tags through the "manage tags" button in the Actions drop-down - here it is in the Leads module. As you can see on the screenshot, that button is missing. I am theHow can I not overwrite data during a mass import
Hi have some new contact data I will be importing as part of a campaign. Some of the names in this data already exist as contacts within Zoho, and many don't. In the data, I have a column/field for 'source' which I will give a value denoting this campaignfunction - POST emails as a note
Hi, I connected Zoho CRM to my M365 account via the imap integration. Now I want to post a note for every incoming email from a contact. Basically my function is working fine, EXCEPT for the mail body. It seems that there is no parameter that I can mapNo way to specify 'is empty' in searchRecords criteria
I need a custom function that iterates through a set of records that have an empty field, like this: module_records = zoho.crm.searchRecords("Leads", "(Territory Code|is empty|*)",1,200); Unfortunately the criteria doesn't work. How am I supposed to write the criteria that the field "Territory Code" IS EMPTY ? I'm also interested in to know how I can combine criteria in the above script. E.g. Territory Code is empty AND Country is not empty ThanksUpdating Date Fields from 1 module to 2 different Modules
Hi, I have a Clients Module in which there are 4-5 date fields which gets updated by our team often shown below: Now I have 2 linked custom modules naming Egypt and Benque with the same date fields. I would like to write a custom function so that whenImport leads creation time/date
Hi, How can I import leads which have a creation time/date in the past? I want them to have the same creation date in CRMHow To Change Zoho Search Shortcut In Zoho CRM
When using Deluge script editor inside zoho CRM it is very annoying when i want to use the famous Ctrl + / shortcut to mark the row(s) as note and the zoho search is suddenly opens. Is there a way to change the shortcut?How to trigger workflow for Tasks created through cadence
Hello All, I have a workflow in the Task module to update task when task is created. Does anybody know how to trigger workflow when tasks are created through Cadence in Zoho CRM? Best Regards, Subhash KumarHow to read large text files in GB from S3 Bucket?
We need to use an S3 Lambda function with Python or any supported language code to divide the file into small chunks that can be read by Zoho using Zoho Deluge. By doing this, all the large files can be processed and the data can be pushed into Zoho.Another way to implement this than using subforms & possible to create chart visualisation in an Account view?
Hi, my users want to enter and visualise the following information in the CRM for each Account entry: 4 Jan 2023 1 Jul 2023 10 Dec 2023 7 Jan 2024 5 May 2024 CRL 0 1 5 6 6 TERL 7 8 9 9 9 BRL 6 7 9 9 9 ML 0 0 1 3 5 I have looked and found a way to do thisManager level users are unable to see emails linked to accounts in CRM
We have two levels of users. One is CEO and the other is Manager. The users that have CEO level assigned to their profiles can see all emails linked to a CRM contact record (Their own emails plus other users) The Manager level only shows emails for thatClient Script: Undocumented new function/feature or it's a work in progress?
So I recently found out about client scripts and while messing around in Zoho CRM and in the client script editor when referencing a Field type, two of the available functions shown in the auto completion dropdown are .getSuggestions() and .addSuggestions().Email
My email is not sending through zoho.Creating a Quote from a Deal in CRM
Hi, Can someone tell me what the standard fields are that pull across to a quote when you create one from an existing deal? I have our CRM which pulls across the company, contact etc. Then a clients which pulls over the deals name and nothing else. NoAfter the codes I added to my website, ZOHO CRM information does not arrive.
Hello, we are new to working with ZOHO CRM. I added the codes you gave to the form sections on my website. However, when you fill out the forms, ZOHO CRM information does not come. Where are we going wrong? Below are our codes. Thank you in advance forPreserving Lead Source field once it has been filled
Is there a way to keep the lead source as is once there is a value in the field? We want to connect Zoho CRM with Zoho Forms so we can know where the lead comes and since some of the leads are already in our system, we don't want to update their originalCustom Reports
Hi, I have a request regarding custom reports. I would like to know if there is a way to achieve the following operations. * Maintain the link to the customer information even when a row group is set up. For example, if I set a contact name to a row group,Next Page
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Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho CRM's new Homepage component: See all your activities in one powerful view!
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Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherClient Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! CommandsKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
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