Auto Copying an field from auto generated field in zoho crm

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• Ritu

• Pheranda Nongpiur

  

• Sticky Posts

• User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)

  Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.

• Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

  Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such

• Custom Function : Automatically send the Quote to the related contact

  Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow

• Function #50: Schedule Calls to records

  Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM

• Function #37: Create a Purchase Order from a Quote

  Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,

• Recent Topics

• Can't Reschedule appointments

  Hi,  I am attempting to reschedule all appointments for this week from one Trainer to another. I have made sure the time is available in the Trainers calendar we are moving the appointments to but whenever I go to reschedule the appointment it still comes up saying the trainer has no available time at all this week.  The next appointment is Wednesday 11am so need to get it switched over ASAP!! Thanks

• Zoho Bookings: How to set a limit for maximum bookings per day?

  Let's say I have 1 hour slots OPEN for an entire day. What if I want all of the OPEN slots to turn OFF if/when I hit a certain number of total bookings for that day? I usually only want a total of 5 appointments to be booked but I'm not sure of the exact

• Calendar view - All-day with date-time fields

  Hi friends, I have a calendar view that is showing records based on e.g. start-time and end-time, both of datatype date-time. I couldn't figure out of to show "all day records" in the all-day section of the weekly and daily views. Trying to set start-time/end-time to e.g.  15-10-2012 00:00:00 was not helpful. What else should I try please? Kind regards, Idan

• Zoho CRM Tags not carrying over to Zoho Campaigns

  We would like to create Campaign Segments and/or Lists based upon tags given in Zoho CRM, but we are unable to figure out how to do it. For example, if a customer is tagged "Residential" we would like Zoho Campaigns to create a list or segment based on

• Zoho Bookings Not Showing Allocated Time Slots

  Hi, I have a real problem at the moment with Zoho Bookings not showing any available time slots and really not sure why this is happening. Could Someone from support please investigate. I have gone through all of my settings and calendar integration and can't see what the problem is. WOuld welcome some support please. https://zoho-tony1709.zohobookings.com/#/customer/coachcurl https://zoho-tony1709.zohobookings.com/#/customer/tagb Tony

• Attention: Important updates to the payment gateway integrations

  Greetings from the Zoho Bookings team! We have a few important updates to the payment gateway integrations that allow you to collect online payments for your appointments. The following payment gateways will be updated, and we encourage you to make the

• Multi Day booking for resources

  I have following business-case: Rental for Tablets. Customer should be able to select how many device for how many days he'd like to rent. Same as a car rental for multiple days. Is this possible with Bookings on the current version?

• Export Options

  Hi, In calendar, List view, there is an option to show or hide fields, and we export this view daily, and use it to create a Gantt type chart for the days bookings. It would be SUPER helpful (and time saving) to be able to export the Notes and or Custom

• Tip #3: How to change your booking page language

  Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's

• Ability to Set Text Direction for Individual Cells in Zoho Sheet

  Dear Zoho Sheet Team, We hope you are doing well. We would like to request an enhancement in Zoho Sheet that allows users to set the text direction (right-to-left or left-to-right) for individual cells, similar to what is available in Google Sheets. Use

• Create Google meet link for a group

  Hello, in the company that I work, we have been using calendly to create a consultation where more than one person can schedule at the same hour and day. I've been trying to implement it on zoho bookings and I don't know if it is possible. In my tests,

• Link for booked scedule on invitation

  I hav installed some sites for booking appointments in the booking app ... but tht invitation does not contain a link to the meeting software e.b.ZOOM, Google Meet or Teams ... how do I fix this?

• Zoho Desk integration with Power BI

  Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack

• Implement Meeting Polls in Zoho Bookings

  Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability

• zet pack not working

  We are using the zet pack command to package our Zoho extension. However, after running the command, the extension gets packed, but the resulting package is empty. We've attached a screenshot for reference. Could you please assist us with resolving this

• Adding number of days to an estimate.

  I need both QTY of item and "number of days hire" in my estimates at the line item level. Any clues as to how this is done would be greatly appreciated. It needs to calculate. Thanks J

• Guided Conversation History Does Not Show in Ticket Submission

  Hello, An issue I've noticed is that once a user steps through the 3-5 questions on the guided conversations bot that raises a Zoho ticket for them, the history of the selections do not show on the ticket. It would be beneficial if the ticket could include

• Function 58: Custom calculation in item table of invoices (2 fields)

  Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are taking

• Re-assigning a user account

  I’d like to reassign an existing Zoho One user account (for a member of staff that is no longer working for the company) to a new member of staff that is joining the company. If I do this will we lose the emails associated with Contacts in the CRM for

• How to Add a Contact to a Campaign Using Deluge Script

  Hi ZohoCommunity, I need help with adding a contact to a campaign in Zoho Campaigns using Deluge script. Specifically, I want to automatically add a contact to a campaign when the campaign name field in the contact information is filled. This field is

• Creator to WorkDrive workflow | Missing "Upload file" WorkDrive action in Flow or not?

  I am trying to build a Creator app with a form through which files can be uploaded to WorkDrive and simultaneously added to a Creator database. As far as I understood, automating this Creator-WorkDrive workflow can best be done with Flow, offering greater

• Issue with Zoho CRM DELUGE Search – No Results Returned

  Hi, I’m trying to run the following code, but it returns nothing. I have 4 records where the Next_Date field has the value "OK". I tried changing the date format to different types, like "2025-01-01", but I still get no results. Can you help me understand

• Subform Bug during Approval Process

  If a field is editable during the waiting stage of an Approval Process and a record is modified, the subform glitches. Steps to reproduce: In the Approval Process, allow a field to be modified while waiting for approval. Edit the record during this stage.

• How to get Created Time of a Record in Client Script

  In the record details I can see created time under the Created By I am trying to get the Created Time in the API Request var id = $Page.record_id; var res = ZDK.Apps.CRM.Price_List_Item.fetchById(id); log(res.Created_Time); In the JSON Response I cant

• Google Maps API integration into Forms

  I looked around a good bit and could  not find anything on this topic. I was curious about using the Google Maps API on a Zoho Form. Specifically an order form for a product that we will only deliver within certain City Limits. We currently use the API to call the exact address (as dictated by Google) and if the City name does not match where we service it is very evident. (Using FormCraft Form in Word Press) The "exact address" name is also used later in the process as well.  I do not see a way

• Global Search Custom Field

  I need to be able to search a custom field within a lookup field (see attached screenshot). The custom field will not glean any results

• CRM Quotes- Delete tasks when status is changed

  Hello. We have our quotes setup for approval process. We would like however to delete the tasks that are made when a different quote stage is selected. So when a quote stage is setup for "sent for review" we have the automation process to send out an

• Public links for WorkDrive files

  Our company is considering building an app with Creator that allows one to upload files into the WorkDrive through a Creator form, simultaneously collecting information for a content database in Creator. Ideally, we'd like to centralise the entire workflow

• Can't add company logo and favicon as a superadmin

  I am logged in as the superadmin but can't add company logo and favicon - the fields are greyed out. Any idea as to what the problem could be?

• Bulk Update API

  I’m reaching out to see if anyone has updates on the bulk records feature release. We’re eager to leverage this functionality for our operations, but until it becomes available, our current API call limits are proving to be a bottleneck—even after upgrading

• Zoho Flow Debugging

  Hello I built a custom function that takes input via a webhook trigger into the flow. The custom function has input as strings and I have one single line that info each of the variables to debug. However, for each of the tests (instances of webhook triggers)

• Unable to Send Ticket Reply as a Contact in Zoho Desk?

  Hi Zoho Desk Team, I am trying to send a reply to a ticket on behalf of a contact using the Zoho Desk API. My goal is to have the contact's response reflected in the ticket conversation, but I am facing an issue where only the ticket author can comment.

• Problem with currency field in Zoho CRM

  Hi Guys Zoho Books has a feature in currency fields that automatically converts decimal numbers with commas ( , ) to period format ( . ) when pasting them. For example: R$ 2,50 --> R$ 2.50 Is this behavior available in Zoho CRM? I couldn't find any configuration

• WhatsApp Calling Integration via Zoho Desk

  Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

• Disable Default Value in Multi-Select field

  Hello, Is there a way to disable the default value feature when setting up a custom Multi-Select field? When creating tickets I would like it so there isn't a value pre-selected in the multi-select custom field that was created.

• Generate a Zoho Sign link

  From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.

• ZohoDesk API to get conversations count of ticket

  Hi Team, I need information about ZohoDesk API that provides conversations count of ticket. Currently in ticket metrics api (https://desk.zoho.com/DeskAPIDocument#Tickets#Tickets_Getticketmetrics), it is providing only thread count, I need all conversations

• Weekly Tips: Zoho Mail's Email Signatures for a Professional Touch

  We all may have noticed how much more polished an email looks when it is properly signed off, with title, contact info, or even a link to a website. Without it, the email can come across as incomplete or lacking professionalism. Whether you are sending

• [solved] #original_sender trick not working for us

  Hello community ! We really like DESK.. it's working like a charm for us but I have a request. Some users are sending emails personnaly to me (instead of using the support adress).. and I saw there was a possibilty to use : #original_sender {mail@mail.com}

• ZOHO DESK ヘルプセンターの言語選択メニューの表示方法

  ZOHO DESK のヘルプセンターを構築し、多言語化設定をしました。 顧客のヘルプセンター画面右上に言語選択メニューが表示されないため、弊社の契約先会社に問い合わせましたが、「通常は多言語化をオンにすると表示するためCSS を触り過ぎではないか」 という指摘のみでした。 試行中ですが表示できません。 何か要因となる情報をお持ちの方がいましたらご教授いただけますと幸いです。 ↓の赤枠を表示したいのですが、表示できません。

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