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

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• 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

• This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

  Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

• Brand New and have some questions

  Hi everyone. I am brand new to Zoho and have some questions I need help with. 1. I just imported a bunch of contacts and most of them don't have any association with an account. However, an account is required to add them to pipelines it seems. Can I

• Zoho very poor support!

  More then 1.5 week ago I've contacted Zoho support by email and STILL no reply. What kind of business are you people running? I'm a paying customer and I demand support. Your email service is blocking valid emails from my business partner because of  "we generally do not accept emails from dynamic IP bla bla bla" I, NOT YOU, decide which emails I want to receive. I don't need your crap email protection. If I want spam protection I'll implement it myself. I've put his domain on the whitelist and STILL

• Immediate action required by Notification SMS users

  Attention dear customers, This announcement seeks immediate action by CRM Notification SMS users to update their telemarketer aggregator for notification SMS compliance. We would like to bring to your attention an important update in the Telecom Regulatory

• Import subform entries conveniently in CRM

  Dear All,   Subforms have always been crucial for associating additional data with CRM records. You can easily associate line items with parent records and keep track of various details related to your records. We're pleased to announce that we've introduced

• Pay milage expense with undepositied cash

  Hello When I add millage, the only probable option to "pay through" is Owner's Equity. I pay for the fuel using undeposited cash but I can set "paid through" to undeposited funds while entering mileage. I do not have employees and this is the mileage

• Inconsistent "Happiness Rating" Percentage

  When searching through the list of customers, the Happiness Rating percentage that shows for one particular customer of ours is 71%. However when going into that customer, the percentage shows as 100% (which we think is correct as we can't find anything

• Zoho Desk - how to see date ticket created?

  We have migrated from Help Scout and are a customer service team, not a technical ticket team. (i.e. we don't have 'due in X hours' needs) We are accustomed to seeing the date the customer sent the email / ticket received. I don't see a way to display this very basic information in the Views. Please assist with how to display this.

• Not able to create a new, second help center

  Hi. I'm not able to create a new, second help center. How can I solve this problem?

• Contacts and Accounts views support and Ticket details screen UI enhancement - Zoho Desk Android app update

  Hello, everyone! In the latest version(2.7) of the Zoho Desk Android app update, we have covered the following features: Contacts and Account views UI enhancement in the Ticket details screen IM icon display Contacts and Accounts view You can now access

• Enable 'drag & drop' upload of files to Purchase Receives

  Zoho has enabled drag and drop functionality for sales orders and purchase orders in Zoho Books. Currently this functionality is not enabled for Purchase Receives, which require you to "upload your files" via the file manager rather than simply dragging

• SSL Certificate Error - Connection is not secure

  I am new to Zoho Desk, but I've tried to link our new Zoho helpdesk to our domain via the subdomain https://helpdesk.leannova.de It appears the CNAME change we implemented is working, but we're getting an SSL error that looks like this: *********************************** Your connection isn't private Attackers might be trying to steal your information from helpdesk.leannova.de (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID This server couldn't prove that it's

• Log when ticket is moved to a different department

  Hello, is there a way that I am able to log when and who moved a ticket from one department to another? I tried looking at workflows and I can't find any way to log a history when a ticket's department is changed. It would be great if this data could

• SMTP Error: Could not authenticate.

  Hi team! Trying to send email throu PHPmailer. Im using smtp.zoho.eu, TLS with port 587. Username: alex@aljon.nu Password: *********** (well, my login password). This is the error: 2017-12-19 13:06:49 SERVER -> CLIENT: 220 mx.zoho.eu SMTP Server ready

• 554 5.2.3 MailPolicy violation Error, help?

  This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. 554 5.2.3 MailPolicy violation Error delivering to mailboxes I am not sure why i am getting this, please

• Recover trash emails deleted by Zoho

  Three times in the past 6 weeks all emails have been deleted from trash. I have NOT accidentally deleted them myself--they literally disappear before my eyes. I have the trash folder set up to delete items after 30 days, but they have suddenly ALL disappeared

• ERROR:554 5.1.8 Email Outgoing Blocked.

  Buen día Tengo un problema con una de mis cuentas de correo corporativo, investigue sobre el error, borre mensajes y el problema persiste. No se como puedo desbloquear mi cuenta de correo. El correo en cuestión es dinagramascentro@servicioslatinosltda.co

• ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

  Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408

• Custom Button in Shipments

  Custom buttons feature is very much needed in shipments. Please work on this feature request!

• Zoho mail is logging me out almost every day ?

  Yes I have clicked the Remember Me option. Yet I need to login again every 1 - 2 days, sometimes multiple times per day. The saved credential does not persist.  Using fairly clean Chrome.

• Asap Widget 2.0

  Where's the documentation for the new ASAP widget? https://www.zoho.com/desk/developers/asap/#introduction this one is outdated How can we dynamically navigate between different views? How can we prefill ticket forms using ASAP 2.0?

• DataPrep Bigquery Connection failed

  Hello everybody, I want to create a connnection beetwen Bigquery and Dataprep but when I try to connect my project I got this error Loading tables has failed. Table list fetched from the data source expired.

• Can I add Conditional merge tags on my Templates?

  Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

• Organization-Tiered Support in Zoho Corp Help Center

  Dear Zoho Team, Greetings! As the focal point for all Zoho-related matters in our organization, we would like to request the implementation of an organization-tiered support structure in the Zoho Corp Help Center (Zoho's internal Zoho Desk). This feature

• HTTP Error 500 when creating E-Mail Draft with API

  Hi, I tried to create an email draft for a ticket using the Zoho Desk API (v1); however, I continuously receive HTTP Error 500: An internal server error occurred while performing this operation. I've tried both curl and Python implementations, but neither

• Recording overpayment?

  So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?

• Function #10: Update item prices automatically based on the last transaction created

  In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom

• Calculate BMI

  Hello, Could you please help me with the following calculation: Height registration is in feet & inches. Weight registration is in pounds & LBS. I want to calculate the BMI for example: //Calculate pounds dec = row.Today_s_Weight_st_lbs.toDecimal() * 100; num = row.Today_s_Weight_st_lbs.toLong() * 14; pounds = (dec +  num); //Calculate inches dec1 = X.Height_ft_ins.toDecimal() * 100; num1 = X.Height_ft_ins.toLong() * 12; inches = (num1 + dec1); //BMI Calculation row.BMI = (pounds  *  0.45)  /  ((inches

• Zoho Recruit - Blueprint and ZIA

  If I activate the Blueprint for Jobs in Zoho Recruit, Zia disappears for matching canddiates, why is that?

• E-mails duplicados

  Ao enviar e-mails, uma das contas de nossos usuários, mostra dois e-mails enviados iguais. Como faço para exibir somente um e-mail enviado? Obrigado,

• Zoho Creator - Install app from Gallery takes too long

  I'm trying to install the 'Volunteer Portal' from the app Gallery of Zoho Creator. It has been busy installing the app for over 2 hours now. It might be okay, but how long is something like that supposed to take? I never installed anything from that Gallery

• Why Trident?

  Maybe a strange question, but I was wondering why Trident is being developed. It looks fine and is working better and better, but I can't see what you want to achieve what isn't already in Zoho Mail? Zoho mail is already an (webbased I suppose) app that

• Email não baixa nem anexa arquivos

  Boa tarde. Não consigo baixar, visualizar nem anexar arquivos no e-mail Zoho. Já baixei a permissão para o Chrome, mas não adiantou. Tentamos no Windows 7 e 10, e mesmo assim não baixa nada. Somente pelo app do celular consigo baixar. O que posso fazer?

• Email zoho não baixa nem anexa arquivos

  Não consigo baixar, visualizar nem anexar arquivos no e-mail Zoho. Já baixei a permissão para o Chrome, mas não adiantou. Não baixa nada. Somente pelo app do celular consigo baixar. :(

• Problem adding emails to my account / Email Address already exists or associated in another Organisation

  Hello, I am trying to create 3 emails that I previously deleted, but it gives me the message that you see on the screen below, I tried to write to support but I still have no response, what else can I do?

• "Processing"

  Hi, All emails outgoing are showing "processing", any issues? Thanks

• Auto forward after moving email from spam to inbox

  Auto forward is generally working fine, however it does not forward mails landed in the spam folder. I can move important mails from spam back to inbox, is it possible to automatically forward them once they are in inbox? Obviously I can manually forward

• Projects Task List Bars not Showing

  Im in my Projects template and the grey bar for the Task Lists is not showing and the tasks cannot join to it. I have it open in a job and it works. Anyone know why its not showing in the template?

• Restriction in assigning signer fields for the "Approver" role in APIs and internal integrations

  Hi, Zoho Sign's intended design is offering two actions to the recipient - Needs to sign (if you wish your recipient to add information to the document; signature, for instance) or Approver (someone who has to approve the content of the document and must

• Searching Notes & Attachments

  Is it possible to have the search in CRM search the Notes and Attachments for key words

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