Urgent need of a custom function!
Hi there, i'm desperate for a custom function that runs as part of a workflow in Zoho CRM. i need to achieve the following: When Deals entry created or updated Then Fetch Account from Deal (lookup field in Deals module) in the related Account, fill theLooking for someone to help us
We need to create a connection between Zoho CRM and an accounting system. The description of the accounting system that I have at the moment is that it Freedom. Running a JET database engine. Operating in an SQL environment. I suspect someone might need more information. The needs are very basic. The periodic updating on basic sales data into the associated records in ZoHo CRM. We are looking for someone who is experienced and fully competent at creating this linkage. We are assuming this wouldOR Function
Hi, I'm trying to write a function that maps ZipCodes to region numbers. However, I seem to keep getting Syntax errors. Please let me know what's going wrong with this code. IF( OR( ${Prospective Students.Zip Code} == "12345"; ${Prospective Students.ZipChange Account Owner does not change owner of the Contacts of the Account
In the "Change owner" dialog window, it states: All contacts, open opportunities and open activities of the companies will also be transferred to the new owner. However, after changing the account owner, the Contacts ownerships are not changed to theDeletion of Lead depending on a field value
Hi! I got the following issue; I am looking for a way do automate the deletion of certain leads that are incoming via integration of Zoho Forms. Our web agency is building a testing tool to check on a daily basis if the forms on our website are workingZoho CRM Calendar - Hiding from other users
Good morning, We have some staff who have no use for the Calendar within Zoho CRM (Please note I'm referring to the inbuilt Calendar on CRM, NOT Zoho Calendar itself), so we wish to remove all ability to view this. I've hidden Meetings from the UsersCustomizing fields for multiple languages?
Dear All, I have a client that have users speaking different languages and they want to use the Zoho CRM modules in different languages. They would like to customize some of the fields. They want English users to see the field customizations in English;Workflow Conversion from Deals to Custom Module not Working
I have a workflow rule so that when a Deal gets to a certain Stage, it creates a job in the Custom Module. The issues I am having is if I have the workflow linking the portal user lookup to the Deals, it works and the portal user can see the new job.Tabbed area for different information
I have a custom section on the Contact layout. I need to add another one, but am concerned it will display too much information all at once about the Contact, and need to scroll to view more information. It would be great if the section is a tabbed featurewhen Whatsapp field then send sms
we have clients that dont have whatsapp. can make a workflow/function, that will send whatsapp massage, but if it fields then it will send sms massage?Retrieve Multiple CRM Related Records via Zapier
I have multiple Vendors associated to each Deal via a connecting table. I need to filter those associated records by a certain parameter (pick list in the connecting table), and then create line items of each of the associated records from the connectingany way to get records count in the module through CRM API ?
Hi, is there any way to get records count in the module(s) through CRM API without fetching all the data from the module ? Prior to fetch data from the module (for example via getRecords call) I need to know records count using CRM API (not account UI).Check box values in a CRM formula field
I would like to use a checkbox field as a boolean check for an if() statement. Is this possible? ie. if(checkbox = checked, 1, 0) Seems simple enough, but I can't figure out what values I need to check for - I keep getting 'Invalid data type' errors.Zoho Portals - Can Users Email
I have portals set up which is a Standard copy of the main CRM. However, there is no Email button. Other custom buttons are not showing either. Some of the Related Fields are also not showing. Are these functions available in Portals? Mainly the EmailHow to get email body using Zoho CRM API or Node JS SDK
Hi Team, I'm building custom zoho crm widget using Node JS SDK. In that application I want to show contact related emails including the email body. I'm using get related records to get contact related emails, but it only contain the message id, subjectCRM API Search returns no data
I'm attempting to get a list of active clients through an API call. This is done through a Node server with axios. The API call looks like this: method: 'GET', url: 'https://www.zohoapis.eu/crm/v6/Accounts/search', headers: await getAccessHeader(), params:Zoho CRM certification?
Hello everyone, I just started learning Zoho ONE and I have been playing with around 20-25 of the application in the suites. Now it’s time to get certified. I come from the Microsoft side of things where certification have proper name and learning material.CRM Campaign - how to mass remove contacts?
Does anyone have a solution for removing all contacts from a CRM campaign. Seems that one by one is the only option.Stage Bar in Leads and Custom Modules
Is there a way to get the Stage Bar in Leads and Custom Modules, particularly in Portals? It is very very useful for seeing the entire process. The Blueprint option doesn't really show the entire process.Kiosk Studio: Function FIX for Date/Time Field (Keep getting wrong format error)
I am using the foillowing function in my Kiosk Studio to update the previously entered Date/Time field from previous screen to update that to the same date/time field in Lead Record. Every time I 'Save & Execute' I get a Success but with 'Date/time FormatBest Practices for Granting Access to Zoho One Account
Hi there, I hope this email finds you well. I wanted to discuss the best approach for granting access to our Zoho One account as we consider hiring someone to work with Zoho Campaigns for sending emails to our customers. Currently, we have one user forCreate a function that checks if first name is the same as last name in Leads
I'm trying to create a workflow that has a function to check webform submissions. The function should check if the submitted first name is the same as the last name, if they are the same it would delete the Lead. We're getting a lot of SPAM submissionsCRM - Quantity in Stock zero
I can't create invoice in CRM, all Products show Quantity in Stock zero, although I have Items on stock in the Inventory module. I get this when trying to save invoice:Deletion Workflows
Hello, Unless I missed it, we can't create deletion workflows. My usecase is to auto-delete junk leads. We have field called lead status, and an agent qualify all our new leads. When it's a junk lead she chose the correspondant value in the picklist. My goal is that the system delete them automatically. Is that possible? Planed ?Contact_Name returns null
In the Deals/Potentials module there is a lookup field called Contact_Name: And in my deluge code I try to get the value like this: But it always gives me null as a result: What is the proper way of getting the associated Contact of a Potential/Deal?Duplicate Records Alert email
Hi, I have my CRM setup so that I need to approve any duplicates. I have an administrator profile, and so I get the emails alerting me of duplicates. However, I'm the only one. I have two other users I have put as administrator profile, but they do notAdd "Repeating" functionality to Calls
Tasks supports repeating tasks.... so why not calls. Phone calls need to be scheduled on a repeating basis for many salespeople. Then when they filter or report on PHONE CALL activity, they see calls, not tasks. It is not acceptable to have to scheduleApprove meeting via whatsapp
When scheduled meeting our lead/contact get whatsapp massage. can we ask him if he is comming, and give him an ubility to cancel meeting or approve meeting, and his answer will approve an a meeting or cancel it, (we have a picklist field in the meetingsUpdate a Lookup field by automation
I want to be able to update a lookup field based on a contact's action/field updates, but I can't find a way to achieve what I'm looking for, as lookup fields don't appear to be updatable via actions or workflow rules. Background: We have 4 segments inHow to use fields from referenced modules in workflow rules.
I have a custom module connected to Leads through lookup field. How can I use fields from that module as conditions in workflow rule that is triggered by lead creation?Calendar event link inside an email from Zoho CRM
Hello, I use a Zoho Form connected to Zoho CRM to create a customer record in CRM with a date-time field as an appointment request. Then, from Zoho CRM I have an automatization to send an email to my customer with the appointment details. I would likeContact Record Created by Zoho Forms submission is not triggering the Review Process or the Approval Process
I have a Zoho Form that is creating a contact record in a layout upon submission. I have also configured a review process to run on creation of a contact record in this layout and have me review based on a field that is required in the form. There isNon Profit Use - Household Relationships CRM
Hi! I am planning to setup Zoho CRM for non-profit use. In this case, I would like to be able to link accounts together (for example, spouses, or mother and daughter). I would want to be able to address either both of them or one of them in a marketingBuilt-in Website Field is not correctly checking for duplicates in the API
While executing an upsert (https://www.zohoapis.eu/crm/v6/Leads/upsert), setting duplicate_check_fields to ["Website"] is not always working and, for some records, inserts another identical record. Creating another field of type "single line" and checkingHow to update from one subform to another subform field
Hi, help with code of deluge for zoho crm to update one subform field from another subform field in zoho crmChange Custom Field from Text to Auto-Number
Hi, I've created a Custom Module to record Tenancy Information. The module has automatically created a Custom Field labelled Tenancy Name This Custom Field is a mandatory Text field. How do I change the Field Type to an Auto-Number please? Many thanks,in zoho crm, client portal, how to only show the active products?
in zoho crm, client portal, how to only show the active products?ThanksIntroducing Zia Presentation in Zoho CRM
----------------Moderation 3.0, Date: 10th May'24--------------------------------------- Zia's Presentation feature is now available for orgs in US, EU, IN, CN, JP, and AU DCs. Orgs., with Enterprise or Ultimate editions with 20+ user licenses can accessBlock user profiles from being record owner for Leads and Contacts
Hi, We would like to prevent some user profiles from being the owner of a Lead or a Contact. This is mainly to prevent human-error but also to make sure some custom processes are working properly. For example, there's no need for myself (as part of theURL to a specific contact
Hi, We are using a PBX to receive inbound calls. Our PBX supports popping up an URL for each call where it adds a variable to the URL. For instance: http://linktocrmsystem<customernumber> where it grabs the customernumber from the IVR or it just uses the customers phonenumber as a variable. The problem is that i don't see this format when clicking a contact inside Zoho CRM. Is it possible to create such an URL where it links directly to a specific contact?Next Page
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Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesCross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early AccessIntroducing Functions IDE in Zoho CRM
Hello everyone! We hope you are doing great! We're excited to enhance your coding experience with a new IDE for Functions! This IDE is more powerful and is equipped with developer-friendly features such as executing the function without affecting theTranslation in Zoho CRM now supports various regional languages
Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, ImagineUI Enhancements in list view for Zoho CRM
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,
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Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesIntroducing Dark Mode / Light Mode : A New Look For Your CRM
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!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
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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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