Zoho CRM - jump to section of record via a button
HI, Is it possible to create a custom button on say the Contacts module so that when you load a contact record, the button and be pressed and it scrolls down to a certain section of the contact record to save all the scrolling each time? We have a lot
keep emails in CRM for a deactivated user
Hoping someone can tell us how we can keep emails from a deactivated user available to all of our other staff within CRM and the leads and contacts modules.
Assign CRM email template to CRM campaign record
In my CRM, I have an 'Event' type of Camapigns record for which my system sends confirmation emails. Imagine that I use the Campaigns module to track my business events. Ideally I could have a separate email template per campaign. I'd need something like
Analytics - Opened versus Clicked?
Good day, we have just sent out an email campaign vis the mass email option to our contacts lists and i have noticed that more recipients clicked on the email than opened the email. Can that be and can you explain the difference between the 2 statuses
Deletion of CRM rows giving error
Hi, I am exporting data from a module into excel workbook. THis works fine... until...I export the same data 10 minutes later and I get duplicates in my sheet. There is code to "delete" the previous sheet but it is giving errors. The DELETION of records
Can't create task programmatically using deluge
I have a Date/Time field like this when it is edited, I want to create a task using deluge function. I use the code below to create a task. but unfortunately, the task is never created even I run it using 'execute' button on function editor. what went
setVisibility() not working for Subform Fields with Client Script
I am currently working on a Zoho CRM Client Script involving a subform and encountered a limitation that hinders my ability to fully control the visibility of specific fields within subform rows. The setVisibility() method, which works perfectly fine
Office 365 and Zoho CRM
Does anyone have this synching properly. I configured it and the Zoho Calendar shows up in 365 but nothing comes from 365 into zoho crm. I have enabled the two way. No errors are being generated. If anyone has some insights I would really appreciate
How to export Subform Data from a record?
How can we export the subform data from a record? Currently we can import data, but I found no way to export data from one record I need a simple button to export the current subform data to an excel file, why can we import subform data but cannot export
Does Client Script work on Zoho CRM Portal?
Hi ! I create a new module to use at customer portal. But Client Script looks not work. Please help me clarify, thank you!
File attachments adding date and time to name when uploading?
I have set up a function that uses the mail merger api to get a lead and fill in the details, it is basic but was just using to test will fill in all the details later, It works perfectly fine the only issue i have is that when it uploads the file into
Optimizing Zoho CRM & Xero Workflow – Advice Neede
Hi everyone, We’ve been using Zoho for all CRM functions and Xero for all accounting, but the workflow between the two has become difficult to manage. The business does not want to move from Xero, as it's the accountants’ preferred system, but we need
Blueprints: Create Global Transitions
Dear Zoho Team, it would be nice we could create global transitions for blueprints. The use case would be the following: We have 4 different processes with the same transitions in different orders. We could create 4 different blueprints, but whenever
Adding fields to campaign members
Is it possible to add fields to campaign members? I want to be able to insert a date that certain actions happened as we progress a client, but can't see where or how I might be able to do that
Send an email with an attachment that is saved in a record
Hi, I am trying to send an email with an attachment from the record. I tried getting the file via InvokeURL and also I tried getting it via get relatedLists. I was able to get it, however that only returns the name and details of the of the file - not
Sync WordPress Users Data
How can I ensure real-time or scheduled synchronization between WordPress and Zoho CRM? We have written an article in which we have mention how we can "Sync WordPress Users Data to Zoho". If you find any missing part in this article please let me know
Create Zoho meeting participants as contacts / leads
Hi I have found that zoho crm meetings , created does not convert the emails to leads / contacts, Please let me know if this is the expected behavior and how to change it? thanks AJ
How to quickly & easily search for Contacts/Accounts
Just started with Zoho and it's seems pretty good but the one absolutely horrendous thing about it is searching for Contacts and Accounts. I could be doing it wrong and any advice would be appreciated. If I want to look for a Contact, then the process
Authorization Issue While Fetching Items from Zoho
I am facing an issue while retrieving items from Zoho. The error message states that we are not authorized to perform this operation. We have tested this with different domains as well as with different Data Centers, but the issue persists. Despite ensuring
Custom Fields in Record Rejection in CRM
In the reject Response Can I add any custom field?? The Use Case is as Follow When the Manager Rejects the Record he should be able to select the Department, Procurement or Pre-Sales And a task will be assigned to that department look into the rejected
win the week report
I want to evaluate the task accomplishment for each account per week
Custom button to filter list
I want to have a custom button in the Leads module that can be a single click to filter the list view and only show rows that match a certain criteria (such as "the value of Audience field is Client"). I have been able to add a custom button from within
Wombat dialer, Yeastar P-Series, Zoho integration issue
hi i have a Yeastar P-series integrated with zoho, integration works fine except for calls generated by Wombat predictive dialer, it doesnt show customer caller ID, however in the thirdapp.log in yesterday, Zoho can detect the call but it doesnt pop-up
Canvas Blueprint - Refresh/Reload Section
I have a blueprint on a Detail canvas in CRM. When one of the blueprint buttons is pressed, the blueprint actions take place as normal but the actual blueprint options on the canvas dont change until the screen is refreshed. This doesn't happen when in
Set Parallel Transition to Common Transition
Hello Zoho Team, I wanted to set a parallel transition to a common transition, but was not able to: We want to create a parallel transition, where we store all the tasks that need to be done considered as "paperwork". This paperwork can be done in multiple
Way to organize note?
Hi, over the months/years, some records have accumulated many notes. We want to keep most of them. Is there a way to organize them? (ex. folder, label, etc) Or another way to add a note to a record? One way I can think is to encourage employee to ulpoad
New enhancements: Changing portal users' email addresses and new customization options for templates
Dear All, Portals have enabled organizations to extend access to various CRM modules to their customers, vendors, partners, and end users, per their business requirements. When a portal is created, an invitation email is sent to portal users with a link
Associate subforms and save templates as draft in Email and Inventory templates
Hello everyone, We are here with one of the most awaited updates in the Templates! Associate subform data to templates Fields from a Subform can be added to email and inventory templates in a tabular manner. Each subform will be displayed as an individual
Shared Inbox Help
Hello All, When we secure a deal we end up managing a lot of our projects through a shared company email inbox. We have a lot of emails so need to share them in case one of the team is off/busy, they all need picked up and actioned the same day. It is
View As <Profile Name> for development
It would be great if we could have the ability to view a CRM as a particular profile other than the one that's assigned to the user account. Unless this feature already exists, we could quickly switch between profiles to validate field and module permissions,
Kaizen #180: Automating Data Transfer from Zoho Sheets to Zoho CRM Subforms
Hello everyone! Welcome back to another exciting Kaizen post! This time, we will discuss the solution for a use case—leveraging Client Scripts and Functions to get the job done efficiently by integrating with Zoho Sheets. In this kaizen post, Handling
How to... Automatically update a field in "Contacts" that i change or add in "Accounts"
Hi There HELP ;_) I have a field in ACCOUNTS called REPS that has drop down options (Global Drop down List) I want to Update a field in CONTACT called REPS (Global Drop down List) automatically for all contacts associated to the Company in Accounts I
Zoho Projects connector with Zoho CRM (Related List module) features
Hi community, I use Zoho Projects connected to Zoho CRM, where we associate Projects with Deals, clients, etc.. I am looking to change/edit the fields that are available in the integration. Currently it shows Project Status, Project Completion, Milestones,
Meeting schedule proposal
We are currently working on creating meeting invites for Outlook through Zoho Deluge. However, we have encountered an issue when a client sends a proposal for a new meeting schedule. In this case, we are only receiving the status of whether the client
Zoho CRM Workflow Function Not Receiving Field Data – All Values NULL
Hi Everyone, I am trying to do an automation using function and workflow. One of our client has a request that they want to get an update about all of their sales order on their application when the status of sales order change. I created a work flow
Is there a way to access (2) or more modules when creating a report?
I am trying to create a weekly activity report for sales reps which would need to include information from both the calls and meetings modules. As of now, I have not been able to figure out if this is possible as the create report function only appears
Export report to csv via deluge script
Hi, is it possible to export a report into a CSV file from a deluge function? If so is there a limit to the number of records that can be exported? In my system I need to create a CSV file (actually I'd need an XLS file but I think XLS file has a narrower
Folders 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.
Function-13: Add Invoice grand total in words with the click of a button
Welcome back everyone! Last week, we learnt how to add pre-defined notes in a click. This week, let's look at a custom function that helps you add the invoice grand total in words with the click of a button. Business scenario: Countries across the globe follow different numbering formats with comma and decimals being used interchangeably: In the US, comma (,) is used as thousands separators where as in Germany, period (.) is used. In the US, period (.) is used as decimal separator where as in Germany,
Hubspot to Zoho: You have exceeded the migration limit for your organization.
hi We did a first test migration in December that worked i'm told by my engineer. Friday we had a issue around no call type in hubspot during final migration. She ran again but for some reason stopped the 3rd to check something. We are now blocked with
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