Deluge search records with specific tag
I want to run a function for all records we have with a specific tag. I tried the searchRecords function and the coql query solution, but both don't support tags. Is there any other way to only get the records with this specific tag? What I can do is
Function Line break
question about line breaking, i'm creating a fiction that will display a script for people to use when they make a call.. the following code is what im using, But i cant get the return to use \n, or any type of line break. Any help? f ( (input.contactowner == "Lenni Cabral") ) { return "Yes \n Lenni"; } else { return "notlenni1"; }
Create CRM Notes from Creator using Deluge
I sync our CRM with information from a Creator application using the zoho.crm.create and zoho.crm.updateRecord functions, passing in the appropriate Map variables. This is working fine. However, I'd like to be able to create Notes associated to CRM modules
How to assign value to the user field in zoho crm using client script
@Aswathi P @Aakanksha J @Aanandhamurugan P @Ashwin Surendranath @Pheranda N Nongpiur @Haiku Technical Support @Aishwarya How to assign value to the user field in zoho crm using client script. Request To
Portal users send notifications to licensed usera
Is there a way for portal users to leave messages or notifications to licensed users?
CRM email sync with 365 - app passwords
Hi We have synced users crm account with hosted 365 email accounts. 365 has MFA enforced across the tenant. Now encountering issues with 365 sync failing due to password errors after some time. Advised that will need to use app passwords from 365 in order
How do I change the order of fields in the new Task screen?
I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More
tasks management
Hi there, Attached file is a task flow char. Can you please guide me through in detail to manage this task flow in ZOHO CRM? Thank you.
Add Label or Name parameter to URL Zoho CRM fields
I have come across this multiple times now where a URL in the URL field is very long and it increases the length of the page. This might be ok if you have just 1 or 2 URL fields but some of my clients have many. It makes the CRM more difficult to read
Tracking UTM Campaign information in CRM
Hi All, We have had this questions asked a few times lately so thought it would be a great idea to post it here for others benefit. Many have asked this: How can I track campaign information in CRM from my online campaigns and report on UTM tracking details? Below is what we have set up for other businesses who are using UTM Codes for all their campaigns. Follow the 4 steps below to set this up for your CRM: 1. Create Fields in CRM Leads Module Add a field in the Leads module called 'Referrer
Canvas Email iMap
Hi, I want to be able to have this option (seen below) in our custom Canvas design I'm building. But I don't see that option. Being able to see all related emails is important for us. But in our Canvas, it doesn't seem to have any option....
Is it possible to set a default field value in a Layout Rule?
I would like to be able to set a default field value based on a layout rule, rather than a default value in the main layout screen. Example: if Field X is set to 'Banana' then set the default value of Field Y to 'yellow' if Field X is set to 'Strawberry' then set the default value of Field Y to 'red' Is this possible? I don't want to use a workflow rule because a) we've hit our limit and b) it needs to happen straightaway whilst the user is on that screen.
Update Client Record based on creation of custom module record
Hi! Hoping for someone's help with this one. I have a custom module called 'Agreement History. Whenever a deal is won, it creates a new record in this module with associated 'Products' and 'Clients' to track rental history and contracts. What I'm trying
Enhanced Column Customization in Zoho CRM Email Templates
Dear Zoho CRM Team, I'm trying to create a footer in the Zoho CRM email template based on a specific design, but I’ve encountered limitations with the current WYSIWYG editor. Currently, the editor only allows adding preselected column structures with
Instantly refine your CRM dashboard using Filters and download underlying data – all in a few clicks!
Update: The enhancements mentioned in this post have been released to all users in all DCs. Hello everyone, Imagine you’re a sales manager overseeing multiple product lines across different regions. You're viewing your sales dashboard in Zoho CRM, which
How to Export Filtered List of Contacts?
This seems like it should be simple, but I'm stymied. I'm trying to export a filtered list of my Contacts for analysis in a spreadsheet. The use case is that I'm an ecom business based in the US. The bulk of our customers are individuals stored as Contacts.
How can I create a deal with multiple payment milestones in Zoho CRM?
Hi. We are a services based company and most of our deals involve monthly invoicing for T&M work or payment milestones for fixed price projects. How can I create a Deal in CRM that shows monthly (or multiple) payment milestones, rather than just the total
I can't auto-scheduling calls down - the code does not change anything
Hi, I was trying to set a function that auto-schedules calls based on their call result; i.e "Requested more info". I had also included a reminder to send an email in the code. I logged a test call and nothing changed. Is there anything wrong with the
setting owner of note when adding via deluge
My organization has requested the ability to mass update the notes related list in the deals module. Since this can't be done with the mass update feature, I created an update "notes single" line field and created a workflow rule that triggers a function
Merge field support in Field Update
Hi, We have a use case that requires values of certain custom fields in Deals to be copied back to corresponding custom fields in Contacts module whenever those fields are changed in Deals. The field update action on Workflow rules doesn't allow specifying
Improve Zia Data Foundation
Hi, is it possible to manually improve Zia's CRM data foundation for companies? Zia tends to give data based on foreign companies but we only operate in the German market. Even if I specifically but the German company name and the URL to the german imprint
Merge Fields in Zoho CRM Update Field Action
My idea/feature request is to add the merge field feature to the Update Field Action. I have a use case where I want to update a URL field in CRM with multiple variables from a Deal record. I'm aware that I can do this through a custom function but this
Zoho Sheet view has two way sync or one way? Sheet view to CRM and what about CRM to Sheet view?
I created a zoho sheet view. I can make changes and these changes are saved back to CRM. I have copied the link of this zoho sheet view for future easy access. Now I go to CRM, and update a single record in CRM. Now if I use the zoho sheet view link that
Global Search Custom Field
I need to be able to search a custom field within a lookup field (see attached screenshot). The custom field will not glean any results
Add "Repeating" functionality to Calls
Tasks supports repeating tasks.... so why not calls. Phone calls need to be scheduled on a repeating basis for many salespeople. Then when they filter or report on PHONE CALL activity, they see calls, not tasks. It is not acceptable to have to schedule
Elevate email communications with Zia's Writing Assistant in Zoho CRM
Hello all, Zoho CRM now brings a comprehensive Writing Assistant powered by Zia, designed to help users write clear, concise, and polished texts, for sending emails in CRM. Why you need writing assistant Communicating effectively is critical in sales
Circuite fail because www.zohoapis.com:443 refuse conection
Is anyone else experiencing this issue? A few weeks ago, I started having issues with circuits failing due to www.zohoapis.com:443 refusing the connection. The error message is quite clear and points to a problem on Zoho's API server, rather than with
Update multi-select lookup via API? Or allow for import of multi-select Lookups?
When will the ability to update a multi-select lookup via API be available? Also when will we be able to import a record with multi-select lookups? I understand a linking module can help with this, but linking modules in our scenario would only be used
customers enter orders?
Anyway we can let a customer into CRM and enter their own orders , no access to anything else except history reports, no access to any other contacts. Greg Aanes 2109 Queen Street Bellingha WA USA
Can I associate a lead with an account?
Hello, Can I associate a lead with an account? The only way I can do this at the moment is if I convert them from a lead. But we have a situation where we have multiple leads for one customer so I will need to see both leads when I am viewing this customer. Thanks. Jason
Condition in templates
Is it possible for me to add merge field conditionally in my templates. For example Dear ${Leads.Gender == "Male" ? "Sir" : "Ma"},
Group Sales Inbox with subfolders
I am looking for the most effective way to create a group inbox. I am exploring Zoho coming from a CRM where we have a group sales inbox, which is divided into 3 subfolders depending on which language the sender is sending the mail to. We have an English, Spanish and French email address where,each message is going to one of the subfolders in the main sales inbox. I have only been using the Zoho system for a few days and am trying to set it up the most appropriately and would like to know how this
Get a realistic picture of your revenue with Forecast Adjustments in Zoho CRM
#crm25q1 Dear Customers, We hope you're doing well! Today, we're here with an important enhancement for business decision makers: forecast adjustments. Let's get straight to it! With technology on the rise and CX at its core, businesses are constantly
How to install Widget in inventory module
Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
Picklist reference value in REST
picklist options can be configured to have a different reference value than the displayed one, should be helpful in things like multilanguage: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/translations/articles/translations is there a way
Verify email addresses to be eligible to use BCC dropbox
Dear Customers, We hope you're well! Zoho CRM allows various modes of email correspondences for various purposes. A user can integrate their email address with Zoho CRM using the IMAP/ POP3 protocols to sync their mailbox with the CRM, the admin can integrate
How can I edit the Picklist History?
I was working with some custom functions in CRM that inadvertently triggered unwanted changes in a picklist history for the Accounts module. It is absolutely essential for the business that I roll these changes in the subform back because they throw off
Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
Subform Lookup field showError doesn't clear in Client Script
I have a lookup fields Deal, Account and Lead in Subform, I am checking if its null or not If its null It shows an error, but when I select some value for the Lookup Field it doesn't clear the error , for other fields such as single line or pickup etc.
Duplicate Contact Records in Zoho CRM
Hi team, Has anyone experienced an issue in Zoho CRM where contact records are suddenly being duplicated? I noticed today that some of our existing records appear to have been added again as new contacts earlier this morning. Appreciate any insights or
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