Using variables in the filter look up option
Instead of text, I want to insert a variable in the filter lookup field option under module settings. I have attached a picture to demonstrate the setting I am referencing. Use Case: I want to filter records shown to the customer by the contact id variablehow to add a custom button to zoho crm ?
how to add a custom button that when I click on it , i can open a form that includes custom fields that when one of our team add information to custom fields he can call an api that i add in the backend to zoho crm to be able to call a 3rd party api toHelp request for a deluge script that checks for incoming email from a contact.
Hello, I would like to please request a script for my Enterprise edition CRM. It is really a simple script; but it needs a little bit of an introduction. So first let me describe what I am trying to accomplish, and then I will describe what I would likeCRM - Leads vs. Contacts
Will someone who is using CRM now please comment on the practicality of using both leads and contacts. I am assuming that "leads" are the original people contacted and "contacts" are all the other people involved in the sales cycle. The descriptions are not incredibly clear. What is the suggested hierarchy for setting up the CRM to start with? Thank you!Leads vs. Contacts - where would you start?
New to Zoho. New start-up company. New everything. We pulled data (accounts & contact records) from multiple sources to begin prospecting. Should we import the data as Contacts or as Leads? If the answer is Leads, I have already imported as Contacts,Edit Created time
Hi, I need to edit the "created time" field from the lead module. How can i do this ? ThanksAssociating ALL emails without having to manually associate with Gmail add-on
We are new to Zoho and I'm not having any luck searching for an answer. I am able to associate individual emails manually using our Gmail add-on. Is there a way to automatically associate the emails to contacts? I have a chain of emails with a client,Importing Account Numbers to Pre-Existing acocunts
Good day, I was wondering if you could help me with something that I tried to do but failed misserably. We have accounts on our system that did not have any Account numbers assigned to them. After our company has grown we now have use for these companyUpdating Blueprint stage from my Deluge function
Hi all, I need to update the blueprint stage. Its almost working, but ONLY if the current Deal stage is 'Closed Lost'. On any of my custom stages that Ive specified in the pipeline it doesnt work! My code: dealmap = Map(); deal_stage = deal.get("Stage");Address autocompletion?
One of the features that's standard in almost every crm i've demo'ed, or previously used, is to have auto completion for addresses using google api or similar as you are typing the address in. This saves both type and acts as a type of address verification.2024 Contact relationships, many to many
I'd like to create reciprocal relationships between father - child - grandchild - referrer - Beneficiary of life insurance etc - so many to many. How do I do that? My research shows me that I should be looking for a subform or multi-lookup. However, myAdd data in Zoho Analytics after setting it up
Hello, I have a question regarding Zoho Analytics and its integration with the CRM: Zoho CRM data was set up with Zoho Analytics a while ago, but in the meantime there were some custom fields added in the CRM and now I want to be able to see those fieldsEdit CRM Report Related Module
when creating a CRM report I am asked to to 1/ choose primary module 2/ and related modules (blue and green + icons represent UI for adding child and parent related modules): when editing a report after creation, I do not have the the option to changeMeeting recording in Zoho CRM
Am I missing something? When I complete a Zoho Meeting from CRM the recording doesn't get added to the meeting. I get it in my Cliq bot, I get it via email, surely it should also added it to the CRM Meeting record it was launched from?Attachments Disappearing After Workflow Rule Conversion
Hello, I have tried to do my due diligence and searched for this error, but I can't find anyone else encountering the same issue. I have a workflow rule set up to convert a lead into a Contact, Account, and Deal. This workflow is also supposed to moveFolders for CRM Dashboards
Implement ability to create folders to store dashboards within. Example useful for case such as individual sales persons dashboards grouped by year into folders.Lookup Logic is broken
Hi， I thing that CRM lookup logic was broken. I fail to search record if record name included space, it will return all record as result. it happen since half of hour before Thank you. KavaAttributing Physician Referrals to Specific Accounts/Offices
I am struggling to create a report that will show me physician referrals that come in under contacts that I can then attribute the the account/office those contacts or physicians are attached to. How are people associating sales rep activity to referralEmail to CRM
Hi Does CRM via Zoho One support emails to CRM, ideally as a Lead? It would also need to support emails coming from contacts which aren't already in the system. Most comms come from those usual primary contacts, but we often get quote requests and queriesTelephone Number Formatting
Hi, Following on from the April digest, here is a custom function, that Ive got in place for UK based +44 numbers contact = zoho.crm.getRecordById("Contacts", contact_id); // Get ONLY the Phone field. phone_number = contact.get("Phone"); // If phone_numberDifference Between Search API & COQL API
Hello Team, Please find the following image to understand API & COQL API. If any points missing please added in comment section. Thanks, Thisai Moorthy.How do I increase the email attachment size in Zoho CRM ?
It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatlyAbout the Portal's Public Modules
I checked the deals tab under Public Modules because I wanted the deals tab to appear on the portal for clients to check. Then, the deals tab was displayed, but But it shows data that has nothing to do with the client. How can I display only the relevantOrganisation ID
dear team, Please treat as urgent , kindly share with me my account organization ID, i want to procure zoho analytics for same organisation, so i need the Org IDChanges on the sender email
Hi I would like to ask on how to make changes on the sender email when doing a Mass Email or individial email from the CRM.Blueprint Update Blocked: "Common Transitions" Limit (No Attempt to Add More Transitions)
We're encountering an unexpected error when saving changes to a blueprint: "You have reached the cap limit of 25 Common Transitions." (No Attempt to Add More Transitions) This issue prevents us from making any modifications, despite not attempting tois there an easy way to embed a zoho analytics report into a widget (or inside the "account" page) of Zoho CRM
Hi, I have built a report that is specific to an account in Zoho CRM but I would like this to be built into the Zoho CRM front-end. I have looked at the widget concept but it seems quite complicated (see attached screenshot but I need to filter this viewUser & Workflow relationship
Hello! I am removing a user from Zoho CRM, does that disable the user in associated workflows? Specifically email workflows? ThanksHow to get a list of selected records into a button-function? Here is how!
So, you might know already how to get a button on a page somewhere and perform actions with a function when pressed, but how about a button that only works with the records you selected in the list view? The button selected is a custom button in the modulesHow to share forecasts?
Hi everyone! We have set up forecasts using an administrator user, how can we allow a normal user to view them (as an administrator would)? Thanks in advance!How to set DateTime value to blank via Python SDK
I want to clear a previously set datetime custom opportunity field in Zoho CRM using python SDK 2.1 (3.0.0) The following fails with a TYPE_ERROR: deal_record.add_key_value('myfield', None) The following fails with "Invalid date format string (too short):Copy data from one subform to another
Hello, In Zoho CRM, using Deluge, I am trying to fetch data from one subform ("Eval_Appt") from a custom module ("Client_Appointments") and copy this data to another subform ("Charges") in a custom module ("Billing_Invoices"). Below is the code that IDisplay more than two decimals in currency
We're having difficulty with products with a value of 0.001$ to 0.004$, because the displays a rounded the value to 0.00$. It gets confusing because we can't differentiate an empty value from a rounded value and always have to click to edit the product to verify the actual value. Is it possible to display more than two decimals when displaying a currency format?Reference previous lookup field when launching a Function
I'm using this function in a Zoho CRM workflow to update the Related Grant. This function is triggered by a rule when the LOOKUP "Grant" field is EDITED. But I would like to update the "Grant" relation that was previously related before the change, isPicklist history tracking duration in hours instead of days
Hi. I've a field for which the history is tracked. I can see the duration in days. Is it possible to add or change the duration to hours instead of days?Why we dont have "onAfterUpdate" in Details Page Client Script
Hi Team, I would like to know why we dont have "onAfterUpdate" trigger for Client Script in details page. With this, i am not able to process the records with the value recently updated in the detail page. Will it be available to use anytime soon?Issue with Sorting by Stage Name in CRM Dashboard Components
I need to address an issue we are currently experiencing with two components in our CRM Dashboard, which is significantly impacting the presentation of our KPI. Specifically, we are facing difficulties in sorting the chart and funnel components by stageExporting Zoho CRM Deals + Contact Names + Contact Emails
Dear Zoho Support Team, Please advise on the best way to export Deals + Contact Names + Contact Emails from Zoho CRM easily ? I managed to export Deals + Contact names but I was unable to export the contact emails on the seem sheet ? Appreciate your swiftPurchase Orders Fields Update Triggered by Mail Merge / Zoho Sign
Hello, I'm sending my Purchase Orders to suppliers through a Mail Merge document to be signed via Zoho Sign. I would like to update fields or create tasks using Workflows when the Mail Merge document is signed by the supplier or when it is sent to theHow to add a product to multiple contacts at once?
we run a course company and are currently reform our record system. i want to add our products to our contacts but not sure how to do it efficiently, and adding products one by one to contacts manually will take too long. Is it possible to add a productNext Page
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Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
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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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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
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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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