Suggesting enhance for criteria based data-sharing rules
I suggest that, for user fields, the logged-user system variable could be used. This would allow the user, for example, to access records in which he/she is mentioned in a specific field, other than the owner. Thanks! Eduardo
Get Time
I have a date/time field in CRM. I'm trying to use deluge to extract just the Date, just the Time, and just the AM/PM designation. I cannot for the life of me get this to work... I've looked through all the deluge documentation but nothing seems to work...
Beyond months: Zoho CRM now supports custom fiscal year formats
Hello (again) folks ! You can now set your CRM's fiscal year to follow the 4-5-4 calendar and other widely used 52-week fiscal year formats. Why this change? As you know, the fiscal year of an organization may not coincide with the Gregorian calendar
the original LEAD STATUS picklist with “open”, “not qualified” and “junk” vs. own pick list
hello, I have built a blueprint for lead processing, but used a separate “lead status field” for this. Now I have noticed that the zoho original “lead status” field in the pick list properties still has “open” and “not qualified” and “junk” as status.
Waterfall component in Zoho CRM: Visualize how individual contributions build the result
Dear Customers, We recently introduced three new chart types — Sankey, Treemap, Cluster and Butterfly — to offer you fresh ways to visualize your CRM data and gain new perspectives. In line with that, we’re excited to bring you a new component—Waterfall
CRM is shutdown again
Hi All client script is down. and unable to export any PDF from CRM. I try to upload a screenshot in this topic but fail. Thank you.
Visualize your data with a new set of charts: Treemap, Butterfly, Sankey, and Cluster charts in Zoho CRM
Dear customers, When it comes to analytics, it's not just about the numbers; it's about understanding the story behind them. With that philosophy in mind, we’re excited to introduce a line of representations to the existing array of chart types in Zoho
Boost collaboration in your sales process with Team Selling and Deal revenue's Split—empowering your Zoho CRM for smarter teamwork!
This feature has been released for a majority of users in all DCs. It will be released in a phased manner for the remaining users. Hello everyone, As you may all know, closing a deal is rarely a one-person effort. It often involves multiple teams - from
One Event, multiple Contacts
There have been many postings over the years about including multiple Contacts on one Event. Example - one lunch meeting with 3 Contacts - the Prospect, a Consultant and an Analyst. And having the Event appear on all 3 Contacts' Completed Activities.
Facing issue in getting data through api calls
I have send data of users and want to get the data oof users but facing issue with one field for that I want help
Call Transcription: Zia and RingCentral
Can I use telephony integration with RingCentral for call transcription/recording? In my CRM Setup > Zia > Communication > Call Transcription, if I try to enable it, it gives a warning "Please set up a telephony integration and then enable call recording
Mass replace picklist value
I need to rename picklist option from "Option 1" to "Option 5". The value "Option 1" is set in about 1000 records in my CRM module. I am also using the that picklist in Reports and Workflows extensively. should I: A/ rename the option value and its reference
Tip #1: Grouping (Filtering) records in the CRM mobile app
Option 1:Grouping and sorting the records. When you are into sales, there is never enough time for you to check each and every record's status manually and then contact them. If you are en-route to customer's place, you can make use of the travel time
Batch Emails in CRM Plus without using a template?
Hi guys. Is it possible to send the same email to multiple people at the same time within CRM Plus without using an email template? At the moment we create a custom view in Contacts to display the people that we need. We then click the boxes on the left, and click 'Send Mail', but always need to select a template. Sometimes its better to write a quick one off message, without needing to set up a template first. Thanks.
Querying COQL Multi-Select field
Hello, I added to the Price_Books module 2 simple multi-select fields: Countries and Devices, and a few other fields. I tried the following COQL queries: select id,Price_Book_Name,Active,Countries,Devices,Link,Created_Time from Price_Books where Countries
Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,
old invoices (Exchange rate)
We have been facing an issue and searching for a solution for over a month. Issue: Previously, the exchange rate in Zoho Books and Zoho CRM was incorrect, and invoices were being recorded in Zoho CRM with the wrong exchange rate. After adjusting the exchange
Kaizen #183 - COQL API's Enhancements in Zoho CRM API Version 7
Hello everybody! Welcome back to another post in our Kaizen series. In this post, we will discuss the latest COQL API enhancements introduced in Zoho CRM Version 7. COQL API Query API lets you query for records based on queries using the CRM Object Query
How to stop workflow running twice on a record
Hi I have a workflow as below Trigger: Lead record is created/edited - Repeat this workflow whenever a lead is edited is NOT TICKED Condition: When Lead Stage is MQL Action: Reassign Lead, Create Task If the Lead goes into stage MQL, and then it changes
Create modules using natural language prompts
Hello all, We’ve introduced a new enhancement to Zia that allows you to create custom and team modules in Zoho CRM using plain language prompts. Why this enhancement? Creating a custom module traditionally involves multiple steps—choosing field types,
Look up field and show or hide section based upon selection
Hi there, I am looking to show or hide a section within the opportunities module based on the value of the selection in the look-up field. This feature does not seem to be there Is there a workaround, and is this option coming in a future release? Thanks
Custom Module missing SDK function fetchRelatedRecords(...) in a Client Script
Good day, We have added a new module with a Multi-Lookup relation to Contacts. When we tried to use the fetchRelatedRecords(id, related_list_api_name) function to get Related Records it is missing for our new custom module. https://js.zohocdn.com/crm/5124797/documentation/DotSDK/Modules.html
Kiosk Page Refresh
We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when
Using lookup field in Formula field
I created the following formula field to get string output based on Lookup field values Lead and Account: if(${Communications.Lead}!='','Lead',if(${Communications.Account}!='','Account','Other')) The syntax seems correct, but I'm still getting an error.
Error sending an email
Hi, I'm trying to send an automated email (receiver is always the same) via Deluge function. It was working perfectly, but yesterday the receiver's mailbox got full and started returning this error: { "data": [ { "code": "NOT_ALLOWED", "details": { "reason":
Sending User-centric reports to all users
I would like to automate an e-mail report to all users that sends them a weekly e-mail listing their open Potentials. I've created a Report that uses the ${CURRENTUSER} criterion and scheduled the report to send to several users, but they all receive
View Reference Values in pick list field not showing
Dears, I want to create a custom field, type "Pick List", to define the language of a Lead. I want a pick list with some options value ("en", "fr", "de", etc.) and I want to display this options with a reference ("English" for "en", "Français" for "fr",
Based onthe multipick list value want to Show in the pick list field
Based onthe multipick list value want to Show in the Single pick list field Database Region is multipick list if it contain Saudi and UAE then region pick list want to show Saudi and UAE Database Region is multipick list if it contain Saudi then region
CRM quotes and sub forms.
Recently upgraded to Enterprise CRM - now some added hopes/questions * In a subform in quotes, if I add a "Percent" field, called Overage for instance. I would expect it to allow me to enter a percent like "10%" and carry the percent forward to formulas
Export PDF File Name
Is it possible to change the default Zoho .pdf naming scheme for inventory items like quotations? Would like to use the the Subject as the default quote name. Is this possible?
Kaizen #126 - Circuits in Zoho CRM - Part 1
Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different
Turn off/Disable Lead Approval
Is there a way to disable the need to approve leads? I thought there was but I can't find any reference to it in help, etc. We don't need an approval process for incoming leads at the moment. Thanks.
Client Script field.setCriteria need the list of possible operators for criteria or the opposite of "equal"
The gist is to just filter the lookup the countries not listed in the multiselect field. I've been using a client script and this time I would like to set this criteria for the lookup: op.setCriteria("((Specialty_Requirement:equals:" + spec + ")and(Countries_Excluded:not_equal:"
Client Script - Updating Field Value in Detail Page of a Lead
Hello, I'm trying to use Client Script To enrich some data of the Lead when one of my User fill the "City" field in the detail page of the Lead. This is my Script: log (value); var response = ZDK.Apps.CRM.Functions.execute("getInfoCitta", { "nomeCitta":
Feature request - pin or flag note
Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important
CRM Quotes- Delete tasks when status is changed
Hello. We have our quotes setup for approval process. We would like however to delete the tasks that are made when a different quote stage is selected. So when a quote stage is setup for "sent for review" we have the automation process to send out an
web page becomes flickering after being made into WebTab
I create a webtab in Zoho CRM like this it uses this URL below: https://blueraycargo.id/kalkulator-berat-volume/ as you can see, if you open the bare URL then it will have no problem, but after it becomes a WebTab then it is flickering constatly. what
The ability to show fields from subforms when viewing from related list
Hi there, Currently im only able to display default columns , however when im unable to add the columns/fields from the subform Ive created. below is a field called quantity from the subform. Im not able to search up this field from the manage column
Create a new module with first name & last name, and join the two when viewing records
I've created a new module, and I have first name / last name fields (I've renamed the record name field as last name). When I'm viewing a record, I'd like to see "Bob Smith" at the top of the page and in lists, not just "Smith" as I have today - basically the same experience you get when editing / viewing leads in the leads module.
CRM
I have a portal set up where a contact can see other contacts within an account automatically. When a contact in the portal enters a deal, how do I make sure that deal is assigned to the account so other contacts in the account can see the deal was generated?
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