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
Is there any way to get a usage report for Reports?
We have a large number of reports but cannot determine which are still used and which are not? Is there any usage reporting in Zoho?
Broken Bulk Write API
We are trying to bulk update our client accounts; I think this is the first time we use the Bulk API. I tried 2 SDK versions and in both got the same error "INVALID_FIELD_NAME" invalid mapping. invalid api_name Available_Balance. despite that this is
SDK exception "file system limitation"?
Using the C# SDK, I am trying to simply call GetRecords for the Accounts module. Usually it works fine, however occasionally it throws an exception with the message "The requested operation could not be completed due to a file system limitation" IsSDKException
Problems with querying subform
Hi all, I am trying to troubleshoot an issue for sometime now and still unable to resolve it. I have a Module "Sales Orders" with a SubForm "Ordered Items" (SalesOrderModule.jpg) Problem Statement: When I query with zoho.crm.getRecordById to my "Sales
increase the column layout more than 2 columns
I want a 4 column layout in my lead form. My existing lead form does not look nice because number of fields are more. Please suggest me some way..
Field input are not in BOLD anymore
Hello, We use to see the Fields Input are in BOLD font type, and it was very very comfortable. For some reason, it is now in regular font as the filed name itself. Why is that? and how can we change it back to be in bold? See the picture attached for
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 long does Zoho keep your free account?
If i stop using my free account does it ever go away? Or does Zoho keep my free account for forever?
How I can export lists after using filters?
Hello, May be my question is quite strange, but I can't find this in interface In module, for example, "Invoices", I use filters and I need to export the results of filtering in Excel (or Zoho Sheet View). Can I do this?
Adding a second notes field in the organisation view
Hi all, We've recently integrated Zoho in to our work processes and so far so good, but I'm having one struggle. Basically, we leave notes on the client account at the organisation level, and the CRM natively has one notes module in the organisation view,
CRM Hacks #26: How to search records based on unique IDs in ZOHO CRM
Hello everyone. Zoho CRM provides a powerful API that facilitates integrating CRM with many third party applications. The searchRecords API helps retrieve the records that match a specific criteria. Every record in CRM will have a unique Record ID that gets parsed into the URL while accessing the record. Some of our customers wanted to use the searchRecords API using the Lead ID. Take for example, having a Zoho Creator form that could fetch the required details from the record when the Lead ID is
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
Easiest/Simplest way to link two fields across two standard modules such that when updated in 1 it updates in other?
Hey all, I know this is too simple an idea to be so complicated in finding an answer. Ive read a variety of posts, etc that are similar but not exact. I'm not sure if i need a lookup field, deluge script, workflow, other, what combo of those, etc Question-
Commision calculation formula using IF statement
Hello, I am getting my feet wet with Zoho and I am testing some simple calculations to get familiar with Forms and Formulas. This seems very simple and I have tried to look at examples but I cant get it to work. I have the following: A sub total field
ZoHo Table in Module Layout
Hi Everyone, I am trying to create a "spreadsheet like" set up in ZoHo CRM. I want columns and rows within a section of a module. It would look like this: 2019 2020 2021 W Field Field Field X Field Field Field Y Field Field Field Z Field Field Field Is
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
Quote --> Quote Details --> Product Details Customization
I'd like to add some custom fields to the Product Details list inside a quote Details. Is this possible ? In short, I'd like to calculate Margin per item using a "Formula Field" for each product in a quote.
With ZOHO Free; How do I see my scheduled tasks in a calendar view?
Hello, I am using the ZOHO 'free' CRM, and love it! However, when scheduling tasks (tasks, not events), I'd like to be able to see them on a calendar view, so I know which accounts and how many I'll be visiting that day, week, month.
Scheduled Reports Email questions. Format of XLS, Content of Email...
Q1. The .xls file that is created and sent via email is not easy to work with: - second row needs to be deleted in-order to use column filters, - number fields need to be converted to Number format from Text format. How can I change this? Q2. Can I create
Enhancements in Zoho CRM Plugin for Microsoft Outlook (Windows Users)
Here are a few enhancements with the Zoho CRM Plugin for MS Outlook for Windows OS. Synchronization of Zoho CRM records with Microsoft Outlook Earlier you were able to synchronize only the Contacts/Tasks/Events that were owned by you. Now in addition to records owned by you, you have an option to synchronize all contacts/tasks/events accessible to you in Zoho CRM, with Microsoft Outlook. For instance, let’s consider the Contacts module. You can choose the type of Contacts you wish to sync with Outlook.
Office365 Calendar
Hi Guys I am looking at setting up a team of 9 we all use office 365 and for the life of me I cannot figure out how to set up the calendar. I have been trying to follow this tutorial https://www.zoho.com/crm/help/office365/ how ever it is completely different I do not get the option to enable the calendar. Can anyone help? Also is there any real support for Zoho? I figure I need to know now before we get in to far. Thanks Paul
Community Digest - March 2021
Announcements Introducing Zoho CRM's V2.1 APIs New enhancements in Dashboards UI and an all new home page view New updates in deal stage and stage probability mapping Multiple location URLs and date picker are now available in Zoho CRM Webforms Announcing field
Is there any way to mass email Accounts in Zoho?
I know I can mass email to contacts. But I need to mass email accounts. Is there any way to do this? If not, Is Zoho planning to allow this in the near future? I shouldn't have to create workflow rules to trigger emails nor should I have to setup a custom
Gauge or Speedometer Reporting Chart Option
Any chance we might soon be able to use a gauge or speedometer chart option. Like the following: Thanks, Thomas
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?
Tagging permissions in CRM Mobile App
Hi there, We added two new users within previously created roles. These new users are not visible for tagging in ZOHO CRM Mobile App. They cannot be tagged and they cannot tag others. Just these two new users. The other ones can. What may be causing this
Child record not found
Hi, I am trying to migrate all Contacts, Accounts, Deals, Invoices, Invoice line item. I have create csv files for all the modules long with Product & Users. While migrating all the modules data I am getting success till Deal module but the moment migration
Custom Module - Creating report and chart to display totals against target
I have created a custom module (trying to do this in custom module rather than Creator) for the sales team to log monthly data for sending some invitations to events we run. It's not a complicated form, but I am unable to create a chart from a report
Campaign bounce status to be found in CRM
I have a question about finding Campaign Bounces in CRM. I have enabled the "Update Campaign member status in CRM" option on Campaign. However when I use the filter 'Member Status is bounced' on CRM, it does not capture all of the leads that have a 'bounced'
Zoho keeps adding 23% Tax no matter what
Hello! When I create a quote it shows me the list price etc. It is important to me that all of the quotes show amounts without tax for easier calculations. For some reason zoho automatically calculates taxes even tho I have tax set to 0: Product info:
Zoho campaigns - getting account info as well as contact
Hi there, I have been using oho campaigns to market to my contact base. The frustrating thing is, when I download a CSV of who has opened and engaged with my content, there doesn't appear to be a way for me to see which Account the contact is connected
Searching for Leads by Company Name
We sell B2B and need to search leads by company name. Is there a way to set that as a find lead search option?
Restaurer une sauvegarde Zoho CRM dans ... Zoho CRM
bonjour, commenter Restaurer une sauvegarde Zoho CRM dans ... Zoho CRM, lorsque je v dans configuration pour importer les fichiers de sauvegarde que je viens de faire on me propose de migrer des données que depuis un autre crm ??? merci
New Stage Overview
In my CRM Deals Module, there is a new Green Thumbs up and Red Thumbs down for Closing Won/Closing Lost. This is a new feature I have never seen before. Does this replace these two stages already on the Overview steps? Should I do modify my layout?
Can we arrange Deal stages in the order we want?
Hello, I want to create a report where I would like to rearrange the order of deal stages the way I want. When I tried it in CRM, it is automatically arranging and giving numbers based on that. What could be the solution for the same?
Workflow rule are not triggered by Webform?
Hi, Our webform "creates" new leads. And I have a workflow rule that is set to act upon creation of a lead. Works when I manually create a lead, but not on webform submission. Workflow rule are not triggered by Webform? Thanks
Didn't get Multiple User Field in Creator using zoho.crm.getRecordById
Hello, i have a Custom Module in CRM with one User field and one MultiUser field. If i fetch the Data in Zoho Creator via zoho.crm.getRecordById, i get the User field, but not the MultiUser field. Need help with that. thanks Klaus Brandt
Cant change layout in zoho crm blueprint view
I just want to know why its not possible to change the layout in zoho crm when leads are in blueprint view ? Also Is there any blueprint transition i can setup to change the lead layout ?
SBH Shorts - Interview with Kelly Kuester from Printware LLC
[A spin-off from our regular "Small Business Heroes" podcast series, this interview is in a readable/blog format. Thus, SBH Shorts.] I'm glad to introduce our next guest - Kelly Kuester on our "Small Business Heroes" series. Kelly is a member of Minneapolis
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