Contacts cannot be converted to Leads Standard & Professional Plans
If entered into Zoho CRM as a Contact it can not be converted to a Lead in Standard nor Professional plans. I researched and learned this is an ongoing concern for the last 7 years. In our Advisory Services Business, there is often a case where a Contact
Regarding Mass Email Follow Up Actions
Hi, We recently started a mass email campaign and noticed an option for 'add follow up' during the set up stage. I had a few queries for anyone who has used this before, The follow up option is template based. Does that mean it Zoho will send out the
CRM Quote, Custom Discount per Customer
Hi, I have a pretty interesting problem that needs a solution. I am setting up CRM for a customer, that requires certain customers to have specific discounts on certain products. The products are categorized into services/products/misc and the customers
Custom Module fields Updation while updating Accounts module account
Hello Zoho Community, I created a custom module that saves the copy of the Accounts Module account. When the User creates an account in Accounts Module my custom function saves its copy in it. The issue that I'm facing is that when the user updates or
Popup when changing sales order status
We work a bit different. We use sales orders to forward a local order to our headquarters. When it is a new customer, the customer nr is empty (it's a customised field, not the account id). When our headquarters ackowledges the order to the customer,
Zoho Finance Limitations 2.0 #5: Can't select "Account Id" if creating Custom Links in Related Panel (but it's available for Custom Buttons)
When creating a custom link within the Zoho Finance module there is no option to select the "Account Id". If creating a Custom Button, it's available. Any plans to make this available within a reasonable timeframe? ======== Perspective: using Zoho finance
Sub Form Aggregate Sum based on Check Box
So I have tried several ways to do this, none are working. We have a shipment table in a Subform. The aim of the table to manage part shipments etc. What my management want is the total sum of shipments that have gone to be calculated. The solution
Keep track on past tickets from zoho desk in the zoho crm
Hi Team, I would like to ask a question whether if it is possible if we can keep track of all the past tickets being opened by our customers in the Zoho desk via the Zoho CRM of that service. Our customer is using the reference id(Example: BWID-27).
How to add a record to a related list from Deluge?
Hello, I have a custom module called Applications. In my Contacts module, I have added Applications as a related list. How can I add entries to the Applications related list of a Contact, using Deluge? Thank you.
Validation Rule on Read-Only Fields
Hello everyone, We want to use the "Street" field for a duplicata check and in order to make sure the address is written exactly the same from one rep to another we require them to input the address using a Button that makes an API call to Google Maps
Auto STAGE Update based on contact activity
I've about 20-30% conversion rate. I managed to create a workflow rule that once I send the offer and there is no activity on the deal for 2 weeks - deal stage automaticly changes to "No intrest, lost deal". I want to create a similar workflow rule for
Function To trigger tasks 2 days after the date on the follow update field
Hey guys! can you help us, we want a function to trigger a workflow 2 days after the date added on the follow up date field, in the lead modules, or is there any other way to do that?
Email from Template, Triggered by Custom Button
In the Deals module of CRM, we use a button with a custom function to create and associate a new Zoho Project when our sales team sends a Quote Request to our engineering team. As an additional step to this process, I would like to have an email sent to the assigned Projects user, based on a email template we have in the CRM system. Any thoughts on best way to trigger this? Can an email from a template be initiated using additional deluge coding or is there another way? I tried looking at Blueprint
Zoho Webform Redirect
Hello currently have a webform on my site (www.simplymh.co). Landing page address for form currently points to that same home page site. However - after form submission i'd like to redirect to an acknowledgement page. But - when I updated the landing
Function-18: Update the lead records with Notes and Activities count.
Welcome back everyone! Last week, we learnt how to auto-update tasks from other modules. This week, let's look at a custom function that helps you get the total count of Activities and Note right inside your lead records. Business scenario: On an average how many times should I call a lead before moving on? I’m sure most of you would have faced this dilemma at one point or the other. Effective prospecting takes time and effort. Notes and Activities are important CRM utilities that helps keep a tab
Auto populate information based on a Lookup field
Hi, In the Contacts Module I have: A custom field named First Name A custom field named Last Name In the Deals Module I have: A lookup field named Contact Name A custom field named First Name A custom field named Last Name When I create a new deal and
Update Deal Name in Quotes Module
I have a workflow that automatically creates a new Deal for a quote when there is no Deal linked to the quote. I need to create a function as part of the same work flow that takes the Deal Name of the newly created Deal, and updates the Deal Name lookup
Capture Single Line of Multi-Line Field in Function
I am trying to capture each line of a multi-Line field and create a new note with title of the each line in the multi-line field: Example of Multifield: 42 13 19 FOG Heat Exchanger
43 21 36.10 Positive Displacement Lobe Pumps
43 23 13 Hot Water Pump
44
How to use Custom function to search and update for Invoices & Purchaseorders at Zoho Books from CRM?
Hi, I need some help to correct on my existing custom function to search an Invoice_id and Purchaseorder_id at Zoho books from Deals. I"m using contacts email to search for it, but i know there will be a problem if multiple invoices created under the
Very Slow Typing on CRM
I'm having a very unusual issue with Zoho CRM while typing in the application. The response time for characters to appear is seconds, sometimes up to 5 or more seconds. I only have this problem with the Zoho website and no other application. I've tried
Contact role questions
Hi all, I have a deals module and inside of it there is a Subform "Contact Roles". 1) How do I query Contact Roles in deluge? for eg like getContacts = zoho.crm.getRelatedxxxxxx 2) Can I add another column to Contact Roles? If possible, how?
zoho.currentdate display previous date
Account time zone is Indian standard time still getting previous date
Mass email in Activities
I have scheduled a task "eg. send email x" as an activity to a number of leads. How do I mass email out of this tab?
Copy custom field from accounts to quotations
I have a custom field in accounts ("payment terms";drop down field ) which should be brought over to a new quotation when created. In Quotations module I have a custom field with exactly the same name; drop down as well. I tried to write a custom fuction
delete a custom field
Is it possible to recover deleted field and related data? Thanks !
Activity Logging
Hi guys, So we have recently linked our VOIP system to CRM and it is logging calls in the activities successfully. I was told by 3CX (Our provider) that we can only populate either the Lead, Account or Contact field in a call record and not more than
Custom Module - calculate percentage of two fields
I have a Custom Module in CRM that enables sales people to create a record per month to log some metrics against targets. I have managed to get the form to calculate their targets basked on working days per month - but the output of these fields is not
Need Zoho Workflows to be set up with Whatsup and SMS if clients don't respond to emails
Hello, we want to set up workflow(s) to send SMS and/or whatsup to - clients and - deal contacts who did not reply to our emails, and we cannot add it in CRM workflow rules setting. How can we do such workflow? We want to send pre-auth links to clients
HOW TO ADD FUNCTION CONVERT QUOTES TO INVOICE
Hello guys, can i re-create Button Convert with Function Convert Quotes to Invoice in zohocrm? because, if i create new custom field on quotes item, when i click button convert, new custom field on quotes didn't doing same on invoice module even though
How to create a new related list in zoho crm
Hello, in module deals i have a section of inlay courses, i want to add it to the related list of module deals for making a shortcut for my employees how can i do that? i am attaching a photo Thanks :)
Custom Function calculating Revenue in Year
Hi everyone, I hope you are well and staying safe. Our organisation needs some help with the implementation of a custom function that would calculate Revenue In Year for any opportunities. Please find an example of the formula: Contract Start Date = 01/03/2021
UPDATE FIELD EVERYDAY
Hello, i have a list field in my module potentials called "Comercial". I need that every 10min all the records in potentials module in which the field "Comercial" is empty, updates with one of the list option called "JA". Thank you
Email templates and custom functions 2
The system will not let me reply or comment on my previous thread (it just shows an error message), so here goes again!!! Hello, From me: Email templates allow us to send email from the record owner, but don't allow us to use custom functions to create
Fuction
Hi just a quick question within a workflow at a certain stage can you get it to create a mail merge document and sent it to another zoho user to action once received via email?
Function
I want all the contact Information of an account record to copy over to a Module I have made called Risk Cost Assessments. So i have a look up field in accounts that will link the two together if an account orders a rebuild cost assessment. What i was
Workflow Rule -> Action of Email Notification is limited to 6 intervals
Hi, I have created a Workflow Rule to send a reminder to course participants 1 hour before the start of the weekly session. Example: A training course will run for 1 hour between 8-9 pm every Monday for 12 weeks (total of 12 sessions). Ref the attached
Quotes - Copy quote's number to subject field
Hi! I1m trying to copy data from automatic quote number's filed to subjetc's field on quote's module: So, I followed this post (Copying Data from one field to another (zoho.com)) and then Arguments: Code: update = zoho.crm.updateRecord("Quotes",quoteid,{"Subject":Or_amento_Nr});
Add Participant to Event on Creation
What is the best way to add a new Participant to an Event when it is created from a Sales Order? Here's the scenario: Quote job, then convert to Sales Order. Assign a technician to the Sales Order by setting a custom lookup field to a contact. Create an Event for the Sales Order and save it. Add the technician contact from the Sales Order to the Participants list in the Event, so they get notified via email. Note: the technicians are not users, only contacts. First, do you have a recommendation of
Reconverting contacts back to leads
We want to delete some contacts and place them back into leads. These contacts have notes attached. I was planning to export these contacts to a spread sheet with their attached notes and re import them as leads. Do I need to remove the zoho assigned
Not Working - Update record using deluge
I have created a function which checks date greater than 31st March'21 and if true, sums the values I am trying to update the sum value in a currency field i created but it is not updating for whatever reasons, Help :D sum = 30; Custom_date = '31-Mar-2021';
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