2 Factor Authentication (2FA) for Accounts
We use additional verification for customers to be able to make changes to their account on the phone to protect the security of their account. We do this by sending an SMS with a random 6 digit code. It would be great if Zoho CRM had this future built-in
Refresh Page Or View After Workflow-Triggered Rule // quoted items
Hi, The field that were updated through a worklow rule are screen updated automatically.. BUT, it seems the quoted items lines aren't. Is this correct? If yes, is there a way to refresh the page? Thanks
Add Webhook with several parameters to function in Zoho CRM
Hello, I was trying to send a webhook with several parameters within a function in Zoho CRM (via Workflow rule). I tried to do this with this code, but it returns an error: Error due to - 'Internal Exception' Line Number:5 urlData = "https://hooks.zapier.com/hooks/catch/XXXXXXXXXX";
Auto-populate Preferred Name from First Name if preferred name is empty
Hi, We want to add a preferred name field to the contacts in Zoho CRM, and use it as our "default" name field when sending emails. So we can do this, we want to ensure that preferred name is always captured. I know we could do this by making it mandatory, but I'd like to prefill it with the first name if preferred name is empty. Does anyone know how to write a function for this? Thanks Luke
Deal Field values copied into Project custom module
I'm struggling with this: I have a Deal field called 'Service' I have a custom module 'Project' field name 'Service' When a Deal is created or edited, I want to copy the value from Deal module Service to Project module Service. I found a function, but
Copying email from account email field to custom module
Hi, I have a custom module called Sage Invoices that's being fed invoice information via API from a third-party application. I need to copy the email from the custom email field in the accounts module over to the email field in the Sage Invoices module
Transferring Attachments from Lead to Account, not Contact
When I convert Leads to Accounts and Contacts the attachments end up with the Contact. How do I have them attached to the Account? For example, it makes more sense to have a contract assigned to an account than a contact.
scheduling repeat meetings in CRM
Hi, When I schedule repeat meetings in CRM, they are not synchronised to my Google Calendar. The sync works well for individual meetings, only the repeated ones are not reflected in my Google Calendar. This is very annoying and wastes a lot of time when
Automation: Create a project in Zoho Projects for each Client in Zoho CRM
Hi, for a third party integration we need an associated Zoho Project to each of our CRM Contacts. I see that I can click on each Client and add an associated Project from there. But I am looking for an easy way to create a project for each of the already
Lead Status Check on Convert Button
Hi, We have designed a blueprint for Leads which have multiple endpoints (such as Junk Lead, Qualified - Convert, Lost Lead etc.) We want to allow to Convert the Lead if and only if the Lead Status is "Qualified - Convert". However, we could not add
Sharing the same custom fields across different forms
I'm quite new to ZohoCRM. In our company's ZohoCRM the Organisations Form has two custom fields that were added some time ago. I now need these custom fields to be captured in the the Deals Form instead and have their values flow through to the
How to display a field from a parent module?
I need a little help. I want to display in my contact the account type field. How can I do that? With a formula field, I tried to do something like this: ${Account.Account Type} but it seems like you can't reference other modules. I would like to make the field available so I can see it in the Contact List and Contact View. Thanks
Creating a new related record for a Lead using blueprint.
I have created a custom module to track blueprint transitions by our sales associates. I have a custom action on the After tab of the transition that creates the history record, but I cannot get it assigned to the lead record. How do I obtain the current
Creating a Formula field that displays different images
I'm trying to create a formula field on the Account level that will show different images that we have uploaded into our Documents depending on the account Type. For example, if the Type is "Active" then it will show image1, if "In-Active" it will show
Attachments
I can not upload attachments
Workflow function to copy a main photo between records loops
1. We have a workflow that triggers a function each time a record in a custom module "Jobs" is edited or created. 2. Each record in Jobs has a lookup field (called "Widget") that associates a record in the Products module with the "Jobs" record. 3. The
Invoke URL in EU
Hi, Just for information for those who are facing same issue, if you try to use invoke url and get an error such as : :{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} If your are in Europe and are using *.zoho.eu,
Quote Grand Total in DEAL amount Field
I have been trying to get the grand total of Quotes associated with Deals to populate into the AMOUTN fields in DEALS. Been at this for 5 hours, no luck. Any help woudl be appreciated. THanks
Update a look up field on a module with function and workflow
Hi I am desperate for some help. I have a custom Module (Onboarding) that creates a record in another custom module called (Amazon). When the new record is created the look up on (Amazon) is completed based on the current (onboarding record). I need
How to Stop Unsolicited Notifications to Meeting participants?
Every time I Edit a Meeting (say, to add a participant) all the participants receive a pop-up notification as well as an email. I only just noticed this and some have already received at least 10 emails. This is highly embarrassing In a professional
How to move Contacts/Accounts into a custom module
Since there doesn't seem to be an "archive" option for contacts or accounts that are no longer being utilized we have them marked as "Inactive" in a custom field. However, is there a button or function that would allow those contacts to be converted and
expected_data_type bigint api_name Vendor_Name message:invalid data status:error
im trying to update vendor name in contacts which is currently null contact_address = Map(); contact_address.put("Vendor_Name", "testname"); updateResp = zoho.crm.updateRecord("Contacts", "4789775000000326001", contact_address); but I get the response
Update custom module record when Sales record changes
Here is my scenario: 1) Contacts come into CRM via sign up form 2) They transition to Sales module via workflow when selecting a transition of "made contact" 3) Once in Sales, if "New Appointment" is selected a new record is created in a custom Module
Snippets on CRM and Salesinbox
Hi, I would really appreciate to have the ability to replay emails with the help of snippets inside CRM and Salesinbox, just like in Zoho Desk. Would it be a future feature? Is there a similar function but with another name? Any help is appreciated.
Deals and Emails
Hi there The function to associate emails to Deals isn't working well for some of my clients. I have had the following requests: 1. Allow the Emails to be associated to the Deal via a Unique ID in the email subject line (not manually assigned or predicted)
Function Help? Remove first 3 digits from Phone # depending on Picklist value?
In Leads, Standard Layout, I have a Picklist called "Result" with the values of either: Val1 Val2 Val3 Val4 Val5 I have a custom Phone number field called "Phone3". with a 10-digit phone format. ##########. We need a function that removes the first 3
Advanced Read/Write Permissions
We update records through an API. How can we set some sort of rule or permission that enables the API UPSERT function to overwrite an existing value IF the existing value is something specific (like NULL or NA), but NOT if it contains another value. (I
Problems with Function Parameters and having to use different ones to Associate a Workflow
Hi All! I am not sure if this is a problem, a limitation of the system or that I haven't figured it out how to use it appropaitely. So, I finally managed to be able to create some functions. I managed to run it successfully and I decided to use it to
How to add a number after the internation prefix
Hello, I have one problem and only happens with the Mexico code phone we have installed the WhatsApp Woztell in our zoho crm, when a lead send the phone number the lead send automatically the international prefix +52 xxxxx xxxxx. But WhatsApp don’t detect
Function-4: Get the total quantity, taxes and discounts for a record at a glance!
Welcome back folks! Last week, we learnt about auto-update of account information across CRM. This week, let's look at a custom function that makes accounting and report generation easier by automatically calculating the amount of tax, discounts and the quantity of items for a particular record in a quote, invoice, purchase order or sales order. Business scenario: I'm sure you agree that meticulous tracking and management is critical for your business to hold up and flourish. You need to keep an
Send Signal when lead owner is changed
Is there any way to activate the CRM signal when I assign leads to any user on zoho crm? I'm talking about the little bell that shows on the crm.
Total Invoices Amount in a field in Accounts
Hello all, Is there a custom function that i can add all the invoice amount into 1 field for Account. With that field , we can do well with ranking or evaluation customer Or is there any other simple way to do it ?
How to I auto assign a specific account name to CRM contact information generated from a zoho form?
I have a zoho form that is published online and is for a specific account. The form is integrated with the CRM module for contacts. When the form is completed a new contact is created in Zoho CRM. However, I can not assign the specific account name to the contact through the form integration. I need to assign the specific account name to the contact. I've tried creating a hidden field in the zoho form with the specific account name pre-populated. However, there is not a mapping option for the account
Insert Lead ID into Custom Field When Converting
Hello, I am looking to create a workflow, with a field update, to insert the Lead ID into a custom field in the Potential when it is converted. Thanks
Copy values from one module to another
Hello, I am looking for a way to copy values from one module to the corresponding fields of another module. I know there are a few articles out there and I found this snippet (I am new to Delug). So the thing is… I do have a few custom fields (input
Pre populate discount in the quote module
Hi I need to pre populate a discount based on an amount in the quote module of the CRM. I appreciate that i could have used price books however the discount is an exact amount not a percentage and not necessarily a rounded number so this doesn’t work.
CRM/Desk sync
All, Much to my disappointment, after much effort, support emails and remote logins and promises "if is now fixed" - accounts between CRM and Desk still do not sync. It seems completely random - sometimes it works, sometimes it doesn't. Right now, I have
Can I show a list of leads associated with an account?
I work with hospitals and with these hospitals I was able to import an extensive list of hospitals as accounts into my CRM. Each day I am receiving leads and my sales team uses the accounts as a hub for their activities. Can I show the lead(s) that are
Custom function - Blueprint
Hi, I use blueprint and I need someone to send me a custom function for auto-completing only the last open task for the lead. (not all open tasks at once). Or if that's not possible, I need a custom function for re-scheduling the last open task for the
Report - Account and latest note only
Hi Folks, Getting stuck on reports. All I need is a report showing the account name and ONLY the latest note added to the account. The reports I am creating keep showing all notes. Is there a way to limit it to only the latest one? Thank you, Derek
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