Mass creation of tasks.
Is there a way to creating a single task and apllying it to multiple leads. e.g. The task of "Contact lead" to be added to 100 identified leads? Thanks for your time and assistance.
Zoho CRM Community Digest - September 2024
Hello Everyone, Welcome to the September 2024 edition of the Zoho CRM Community Digest! This month, Zoho CRM has rolled out several exciting new features and enhancements to help you optimize your tasks and enhance productivity. Let's dive in! Product
Can I access the previous value of a field in deluge?
For instance, can I have a workflow rule that is triggered on field update, and then in script access the "before" value of that field? That is, the value that existed before the user updated the field as well as the 'current' value that the user has changed the field to? EXAMPLE: Workflow rule triggered by field update in Leads module, for the field 'Lead Status'. A record has Lead Status set as Inactive, then a user changes this field to 'Active'. That triggers my custom function, but is there
Force Uppercase
Is it possible to force a field to be uppercase? In particular the city and state fields. Cheers
Automating Zoho Assist Data collection in CRM.
Here's what I'm looking for: Initiate a Zoho Assist session from the 'Contact' page in CRM. Capture 'Start Time', 'Duration', and 'Session Notes' for easy display in the Contact page. Generate a report for that client showing the Time, Duration, and Notes
Copying data from one field to another
Ultimately I would like to use a different field on the lead when converting to an account rather than use the company field, so I figured a simple code to copy data would be the solution but I am having troubles. Is there any easy built-in way to copy
Assistance with Disabling or Customizing Automated Email for Online Bookings
Hello Zoho Support Team, When using Zoho CRM’s online booking feature, an automatic email is sent to clients from noreply@zohocrmbookings.com after they schedule. Currently, this email is unbranded, and I’d like to either disable it or customize its design,
Manually Enter GCLID in AdWords Module Section
Hello, I seem to be stuck in a bit of a bind here. I have integrated Zoho with my third party forms (gravity forms) to capture the GCLID from the URL and pass it to Zoho CRM successfuly. I have one more issue though... I am using a call tracking software called CallRail, and CallRail is able to capture the GCLID with their own AdWords Integration. I am currently using Zapier to pass the call data from CallRail directly into the CRM as a lead with custom fields which works beautifully except for
Competitors Question
How do i create a list of Competitors, i created one for a potential yesterday, i was expecting for this to be available instead i have to create ANOTHER listing for the same competitor. I had also selected the account type when i created this competitor
CADENCES - Limit on Tasks / Emails ??? WHY ?
I am only here to post my frustration in the CADENCES feature. I had an amazing execution of automation and Cadences was the perfect solution for our office. But I have already run into simple limitations on Tasks / Emails ! This completely destroys the
Adding product image look up into quotes module?
Hi there, how can I add a product image field to this quote subform so when I search the product from my products and it pulls all the information it will also pull the image of that product as well? So essentially when I then upload a template document
Search for data that is inside a Subform - Is it possible?
Hi, I'm searching teh CRM and ZIA Search for data that i know it is in a subform and the search does not find anything. Is subform data even indexed? Is it possible to search for data that is inside a subform?
Bug report: host not correctly copied from Gcal
Hi, I've encountered a bug with the google calendar / zoho calendar sycn. It looks like the host of the event in the google calendar is not always correctly imported to Zoho. Situation: External user (microsoft teams) invites internal user (google calendar)
Forecast type for service type businesses / many stages past winning the sale before closing
Hello, I'm working on building out our Analytics and have encountered a few challenges. We are a service / contracting type business. Our stages are shown below: From a sales side, anything starting at 04 is technically a "Closed Won" sale. We've sent
Link between a customer making the order and a third party getting invoiced and paying
Hi, We use Zoho CRM and Zoho books. As a part of the development of our activities and services we are getting some cases where 1/ we discuss, negotiate with an Entity A, deal that we follow via Zoho CRM 2/ we get an order from Entity A (can be goods
Export Custom module and get Subform id
How to get Subform ID when exporting Custom Module records?
Need to know profit margin at each invoice level
How to know profit margin at each invoice level.
searchRecords API method does not work properly.
Hello. I have encountered a problem while integrating Zoho CRM. Please find the details below. After inserting a new record into my custom module it cannot be found via searchRecords API method. The structure of the request URL is the following: https://crm.zoho.com/crm/private/xml/CustomModule3/searchRecords?authtoken=MY_TOKEN&scope=crmapi&criteria=(Email:emailtest@mail.com)
Token Expire
Hi Zoho Support Team, We use CloudTalk for our call services, and recently we encountered an issue where data from CloudTalk is not transferring to Zoho CRM. After investigating, CloudTalk informed us that the problem occurred due to an expired token
Organize related lists based on layout.....
....it would be nice if you could organize the related lists when looking at a record based on layouts. Our related lists are out of control right now. Its cumbersome to scroll through lists not related to the layout you are looking at.
CRM - Is it possible to allow a customer to edit all contacts under their account via a portal
Hi, I am a new Zoho CRM user, checking out its potential. I have created accounts that have multiple contacts associated with them. I want to allow one person to be able to update the details for *every* contact under their account. Is this possible?
What is the difference between Sending Files for signature using Zoho Sign or Zoho Mail Merge in Zoho CRM?
Hello ZOHO's Community, I'm using Zoho CRM in our company to build a system to facilitate our operation procedures, the usage of implementing CRM is smooth until now but i faced a challenge while creating generated PDFs by reading data from CRM's modules,
Moving Average in Zoho CRM Analytics
Is there any way to setup moving Average component to use in Managers Home in Zoho CRM? I know I can do that no problem with Zoho Analytics but it would be great to see such information on the home page of Zoho CRM. Is there any way I can do that or do
Set Validation For Quotes On Conversion To Sales Orders
I have a bit of a doozy here. We have 2 fields in our Quote module that aren't required for the quote to be saved (and can't be required fields) however they are required fields on the Sales Order once the quote is converted. Our challenge is that once
COQL datetime filtering
Have module in Sandbox, which I need to fetch with datetime filtering. Using COQL, but having error and I sure did all wright but its not work. What did I wrong queryMap = Map(); queryMap.put("select_query","select id,rate from Rates where Partner = "
Can I map two module at a time?
Hello everyone, Can I pick emails from my two modules and then inserting a new module? An example could be: I have a module called Customers where I listed all of my customers data. I have different module called Sells where I store all my sells data.
Accepting Event from Outlook Client
I've noticed this behavior for a few years now. If an Event is created from CRM and sent to participants and the participant accepts the invitation using Outlook client, Zoho event won't be updated as "Going" it only works if the recipient accepts it
Unanounced canvas modification
Hi all, I am using a canvas template (from Zoho) for my accounts in the CRM. Since yesterday, the buttons on the Attachments module, allowing me to download or delete an attached document, is gone. It already happened a few months ago with some other
Notes Field
I would like to able to migrate Notes module in our 'Intake' module to notes in our Matters module.
Problem with importing contacts and associating tags
When I try and bulk update existing contacts by importing an Excel file. On the final step, there is a prompt to associate a tag to the import. The problem comes in that when I choose a new tag, the new tag replaces the existing tags. I don't want this,
Need to email multiple contacts associated with a deal
We sell to schools, so the main buyer will be the contact associated with the deal, but all the teachers are the end users who I have listed as contact roles on each deal. We cannot figure out how to email all the end users for a deal. They need to know
Send mails to every email address in a subform
Using zoho crm I have created a custom module that has a subform to look up and select various contacts in a group. I need a solution that would help to send separate email notifications to the different members in the sub form. The issue: - The basic
create contact from deal - and when its updated , not to creat a new one
when i make a new deal . the aoutomation makes a new contact i want to update the deal and the contact , without makeing a new one ...
Search API not working - returns 204 for existing lead
Hi, I'm trying to run query https://www.zohoapis.com/crm/v2/Leads/search?criteria=((Linkedin_URL:starts_with:/dmitry-dubovets-1a70ba51)) But always getting 204 status code. This lead definitely exists https://crm.zoho.com/crm/org735550303/tab/Leads/
INVALID_MODULE for Custom Function
Hello, I am trying to run a simple custom function in the Projects module. I would like to update the name of a project based on some settings on the record. However, when I try to use zoho.crm.updateRecord("Projects",Id,updateMap); I get this error.
How to pull lookup field from one module to another
Hi there, I want to be able to pull the deals field which is a lookup field from one module to another, which in this case i want to pull from the module purchase orders to Sample/product. either through workflow or client script, whichever is easier
Cross-modular views that are "actionable"
Here's my dilemma; I have companies classified by business sectors in their module. Then I have contacts grouped by function and decision-making level. Let's say I want to email-merge a template to all primary decision makers in companies that operate
Tasks and Tickets - Unified View
Is there any way I can combine the lists of Desk Tickets and CRM Tasks into one place where I can view everything assigned to me in a consolidated manner? I'd even be fine with the two lists still being separate, but on one single screen.
Auto number Field Behavior
Hi, I've been using auto number fields in some modules and always struggle with some limitation, so I would like to check if someone can confirm this. Imagine I have an auto number setup with a prefix containing the year in double digits {YY} and the
Date not updating automatically
Im not able to call use the code below to update the field as shown in the picture, im not sure whether i did something wrong but the outcome i want is the date to show up for example as: Oct 24 2024 var date = new Date(); var formattedDate = date.toLocaleString('en-US',
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