Map fields from module X to a lookup field in subform in module Y

• Topic Participants

• Andy

• Pheranda Nongpiur

  

• Sunderjan Siddharth

  

• Hugo

• Stefan

• Sticky Posts

• 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,

• Function-2: Round-Robin assignment of records

  Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the

• Recent Topics

• Thoughts on users being able to create Zoho accounts?

  For anyone who's used Zoho for a while, I'm sure you've come up against an issue where you create an account for a user, and they go ahead and sign up for a new one accidentally. Then, only they can delete the account, as it exists outside the organisation.

• Deluge should permit a connection to be set with a variable

  Hello, Being one who occasionally likes to post code in the forums, I try to make anything that the end user needs to define be present at the very top of the script so that those who want to implement the script won't have to hunt through lines of code,

• Bcc option in "new ticket --> send as email" disappeared

  Is it just me or did the bcc option disappear in the "send as email" option of new tickets in desk? This is very inconvenient.

• Automated Intercompany Transaction

  Hello team - expecting a support today. I have some good experience with Zoho products as an accountant and trying to introduce the Zoho to my newly joined company. So far it's going on good except below question. I'm currently maintaining multiple companies

• change subscription within customer portal

  Would be great for the customer to be able to change their own subscription (or restart existing one) within the customer portal. Also, would like to be able to have early termination fee on subscriptions if canceled early.

• How to Automate Form Creation and Workflow Setup in Zoho Creator?

  Does anyone have ideas on how to create a form workflow that can perform the following functions automatically when a new submission is received for the existing form? Create a new form and report Create a new page Generate a new form workflow for the

• How can i use edit url in the html snippet dynamically using parameter ? after clicked on that value

  after clicked on that value ..  How can i use edit url in the html snippet dynamically using parameter ?  for each record their corresponding record will open..  Can we have sample url for the same ?

• Sales without Invoice refund

  I have a sales without invoice in my stripe account from April. This is a double entry as the customer paid the invoice and that was recorded in Stripe. I cannot delete it as it was included in a VAT return. I need to remove it or refund it to balance

• Updating sum of subform

  I encountered another problem for updating of sum of fields in a subform. on a main form (Make_claim), I have a dynamic drop down (approved_budget_purpose) list to which filters the the items display in a subform (expense_claim_history1). In the subform,

• IP Addresses for Whitelist

  Hi,  Where can I get a list of the IP addresses I need to whitelist for accessing Zoho Desk? TIA

• Ability to rename community tabs as own preference

  Current zoho desk community tabs unable to rename however i see it has as suitable standard for most communities But it will be more better and beneficial if possible to modify(rename) then we can use the community for various purposes and able to change them as very convenient for, various product & services various fields organizations push(add) many topics types into one community instead host several community forums or portals. Setup > Channels > Community > Preference > Topic Type This's an

• How to a customise the support email id to our custom domain

  we need to have support email address in our custom domain email id. how to do it?

• Enhanced Anti-Spam Capabilities for Zoho Desk

  Dear Zoho Team, We appreciate the existing feature in Zoho Desk that detects and automatically marks suspicious email tickets as spam, moving them to the spam tickets view. Additionally, the ability to auto-mark associated contacts as spam is helpful.

• How to Associate multiple contacts with deal in Sales Inbox

  Hello, I have many deals that have multiple potential customers associated with a single deal, for example an engineer and a manager. The manager is the Deal's primary contact in CRM and the Engineer is added to the deal in the "Contact Roles" Associated

• Trying to sort tickets in "Status" mode by age

  Struggling with an odd issue, hoping someone can help. Trying to use the basic "Status" ticket-view, but can't find the setting that will put the oldest tickets at the top of each "Status" column. I found this in other ticket-view options (classic, compact,

• Associate all "Active" users to a newly created project... (Zoho Projects API Documentation lacking)

  Today I spent almost 3 hours trying to do something which I discovered has been asked for for over 14 years in Zoho Projects, that is when a new project is created to assign all active users to the project. My first thought was, okay this should be fairly

• (MAJOR ISSUE?) Chat GPT integration. Wrong endpoints in API integration for embedding models.

  There seems to be a issue with the API endpoints with the ChatGPT, Zoho Flow integration. When using the model 'text-embedding-ada-002' the endpoint should be v1/embeddings but instead it's v1/chat/completions. Here's an example of the history on a failed

• Undocumented System Variables

  Hi, The documentation that I'm aware of for Zoho Analytics system variables is found here. However, I don't see the system.timeline.date.from and system.timeline.date.to variables listed. Where can I find a list of all the system variables in Zoho Analytics

• UK payroll entries

  Hey guys, Nett payroll payments are imported direct into the bank, using an external payroll system (will be glad for Zoho to have a UK payroll app) At present I have monthly recurring bills for HMRC which are auto entered & paid when due. This seems

• Calculating Active Months and Recurring Monthly Revenue

  Hi everyone, as part of my offering I have a membership community that people pay monthly for. This is hosted on Squarespace. In my Zoho CRM I have added a field for the date a person becomes in active. This means there is a "closing date" which is the

• Accounting on the Go Series:58-Effortless Compliance: Download XML for Invoices & Credit Notes on Mobile

  Hi there! In Mexico, XML files are crucial for electronic invoicing and fulfilling SAT (Tax Administration Service) requirements. These files ensure your transactions are accurately recorded and tax-compliant. Now, you don’t need to rely on the web app

• Zoho Developer Community Monthly Digest - November 2024

  Hello everyone! Welcome back to the November edition of the Developer Community Monthly Digest. Dive in to explore the upcoming events, hands-on training sessions, exciting product updates, insightful discussions, and more to keep you informed and inspired!

• Process FOR loop for subform items in the order of the manual sorting

  Hi Guys, I have searched everywhere and tried everything, but I still not able to resolve one particular challenge. I have a subform in my Invoice with rows for each item. I made it so that we can change the order of the items manually. I need to be able

• Address Input and Map Functionality Challenges in Zoho: Need Advice

  I just started using the Zoho ecosystem for my business. Everything seems to be working fine, except for the map features built into the applications. It's quite difficult to input an address when creating a new lead. Some of you might suggest using extensions

• Accounting on the Go Series-57: Effortlessly Add and Manage Bank Accounts from the Zoho Books Mobile App

  Hi all, Great news for our users in the US and Canada! Managing your finances just got a whole lot easier. Zoho Books has always made it seamless to integrate bank accounts and fetch feeds automatically. Now, we’re taking it up a notch—directly from the

• Foreign currency Bank Account month end revaluation

  I have a question i have 2 bank accounts one in USD and the other in EUR , how to make the month end journal entries for exchange rate revaluation , also how to maintain the exchange rates daily on Zoho books for the foreign currencies . I made transfer

• Zoho Forms Integration with Sign

  Hi there, following recent feedback that Zoho Sign is really not very useful friendly when using a mobile device I am exploring integrations with Zoho Forms. I have managed to create a form and integrate this into Sign pretty easily when a form is just

• [Free Webinar] Creator Tech Connect Series - Product Release Updates in Zoho Creator

  Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

• Need code format to specify default values

  Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.

• A quicker way to provide accountants access to Zoho Books, similar to Xero and Quickbooks

  Hey guys, I'm finding the procedure to give access to an external accountant to Zoho Books less than ideal. Having to create an account by Zoho instead of myself, and then wait for it to be given a license to then pass to the accountant seems a bit time

• Introducing color coding feature of picklist fields in Meetings

  Dear All, Greetings! As part of the ongoing UI enhancement, we are excited to introduce color coding of picklist fields in Meetings. 'Meetings' is a great way to collaborate with peers and stay productive. You can block the calendar, invite participants,

• Importing old Invoices into Zoho Books - Hitting the limit

  I'm currently working on importing historic invoices and payments made records from one Zoho Books premium instance into another however i'm hitting the 25,000 per year limit issue, these invoices go all the way back to 2019, and i understand that generating

• Accounting on the Go Series-56: e-Way Bill Module in the Mobile App – A Handy Solution for Indian Businesses

  Hello everyone, Managing e-Way bills just got more convenient with the Zoho Books mobile app! For businesses operating under the GST regime, e-Way bills are essential for tracking the movement of goods. Previously, you had to log in to the web app to

• Why Zoho Campaigns have massive more limitations like other software?`

  Hello, it was a time we managed +300 zoho campaigns accounts. But after only 3 years we handle now only +70 accounts. The reason? Because other solutions integrate much faster new functions. And not only this: They do not only release a new function -

• Limit tasks per due date

  I am trying to figure out a way to limit the number of Tasks users can set on any given due date. But the number of tasks will differ for different users. Example - User 1234 will be permitted 100 tasks on each due date User 5678 and User 9012 will be

• ZOHO CRM API changing timestamp format

  I'm working on integrating ZOHO CRM API with USM anywhere. USM anywhere supports only a few timestamp formats. the current timestamp format( yyyy-MM-ddTHH:mm:ss±HH:mm) is not supported by USM. Is there a way I can change this format to for example(yyyy-MM-ddTHH:mm:ss)?

• Formula field update

  In a Blueprint, I have a stage called 'Plan inspection date'. At this point there is a fork, which depends on the number of days between now and the installation date. If there are less than 21 days, then the inspection should be planned urgently, if

• Automating Employee Birthday Notifications in Zoho Cliq

  Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

• Accounting on the Go Series-55: Seamlessly Add New Vendors While Creating Transactions from Scanned Documents

  Hi there! We’ve made handling documents and vendors in Zoho Books even simpler. Now, when you upload a document and scan it, if the app detects a vendor that isn’t already in your organization, you don’t have to leave the page to add them manually. With

• Surpress Zoho warnings in Customer Portal

  I'm experimenting with the Customer Portal. When I log in as a customer, this message shows up, completely covering the menu bar at the top. Can such messages be surpressed? I know, it is very easy to get rid of it, but when I demonstrated the portal

• Next Page