Form Availability - Issue
I created a form using the Form Availability - Between specified dates. Post the end date, I am now trying to extend the end date ... or even by making the form Available - Always... it just keeps showing the old expiry message on the frontend. I have
Permission Denied
Hi, I'm having a problem accessing 'Modules and Fields'; it says 'Permission Denied.' Can you help me resolve this issue?
Calling from Zoho CRM from my LT connecting via my Iphone using Verizon service
Where in zoho one CRM is the setting or check box for me to enable logging a call details (duration, date, time and other info from my LT ?
setting up a clickable text with a hyperlink
I have a form and in this form i want to have a text that will be clickable that will take me to another page or website
Cadence vs. Workflow
Greetings. I see a lot of noise around Cadence. We have already creating a lot of workflow rules for dealing with and following up to incoming leads. What I don't see is what's the difference between Cadence and Workflow and how we may benefit from updating?
Zoho CRM and Safari v18 MacOS page display weird
With Safari 17.6 this issue didn't exist. When opening a quote under Quote Information (see below) it displays correctly as shown. When using Safari 18, the latest version, a large blank area get's added under Hide Details where you have to scroll down
Image insert
How do I add an image to Zoho forms? From what I understand it used to be available when you could add a note, but now it is not. Second how do I link one form after another, for example say I have 1 form and then they hit next, and go to another form
Converting a lead does not create an account
When I convert lead, I get a portential and a contact, but I do not get an account. Account Module says that accounts are created when a lead is converted. Why is this not happening?
Kaizen #115 :Customize Buttons using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize buttons using Client Script. In this kaizen post, Need for customizing buttons ZDKs related to Buttons Use Case to customize button using Client
How to automatically fill up field based on lookup field input
Hi there, I have a custom module where some emails are stored and i was wondering if i can make it so that based on the selected procurement name the procurement email will pop up, wondering if this is possible using client script. The APIs API for procurement
Case Comment Information Edit/Delete Entry
How can I edit or delete Comment Information entries in Cases? We are using this as a log and if erroneous information is entered we would like to remove it.
Different custom view sharing settings for web & mobile app
Hello, One feature that would be very helpful, especially in businesses where there are users that primarily or solely use the mobile app and who have different job functions that users mostly using the web app, is to define custom view visibility separately
Import does not UPDATE existing records
When I import, although I have the original Record Id, from a previous export, the import creates NEW records. I just want to update those records with the new values from a CSV I have 1200 leads I exported 3 fields to CSV. So I have 1200 rows the my
How to automatically pull multiple fields
Hi there, I want to be able to pull multiple fields from Sales order module to purchase requisition module 1. Purchase Requisition Name: Copy from “Subject” in Sales Order 2. Deal Name: Copy from “Deal Name” in Sales Order 3. Account Name: Copy from “Account
Kaizen #159 - Configuring Telephony Extension Widget in Zoho CRM
Hello Developers! Welcome back to the Widgets fold in our Kaizen series. In this post, we will learn how to build a custom telephony extension widget for call centers and deploy it within a Zoho CRM organization. This helps in establishing unified communication
Product search issue
Hi, I would like to understand what is the search logic of product module. We have lots of pen, but when I key in "pen", there is no result back.
Calculate next due date
Hello Zoho Community, I need to calculate something. Perhaps you have an idea: I have a field for a starting date of a contract. e.g. 1.3.2023 I also contract length in month: Renewal every 3 month Now I want to calculate the next renewal date. (In this
Error when automatically filling up field based on lookup field
I tried running this code: try{ var procurementId = ZDK.Page.getField("Procurement_List").getValue().id; log(procurementId); ZDK.Page.getField("Procurement_list_email").setValue(ZDK.Apps.CRM.Procurements.fetchById(procurementId).email); } catch (error)
Zoho CRM Group Records
Hello, It would be a great addition if we are able to group records by a field, not only sort them. For example lets say I have a field Account Status - a) Potential b) Customer Currently I can sort all the records, but it would be nice if I am also able
How to carry over module name to another module with automatic generated number
Hi there, i want to be able to from a module called sales order, automatically put the name into Delivery order, however there is a workflow that automatically generates the name as the delivery order no. picture of delivery order name and no. in this
CRM Developer Connection
I want to change an developer admin account to a non admin on production. This account has connections created under it, is there a way to transfer ownership of the connections or will I have to recreate them?
Meeting color coding - determined by filter
Hello, the meeting color coding is great! I have an idea, can the filter setup screen have an option that says "Field that determines calendar color coding". Since the filter being used at the time still determines that only 1 picklist is driving the
Can I Create Check Box Fields Instead of Multi-Select?
Is there a ways to create a field that has several check boxes to choose ? ..Not Boolean For examples, Field Name "Areas Of Pain" -Neck - Back - Shoulder I want a check box next to each so person can check one or all.. I know I can use mult-select but
Quotes - Products - Discount percentage does not work
Team, I have a layout in Quotes with Products to estimate the budget The thing here is that I've added Discounts to the grand-total (that works fine) and also possible per line. This one does not work: everytime i choose a product, and select the price
Changing Web form Button Color
Is there a way to change the color of the button on the web form? When I embedded it into wordpress , my buttons turned blue. Help how do I fix it ?
Unlocking customer insights everywhere: Voice of the Customer (VoC) feature is now open to all
We are pleased to inform you that our Voice of the Customer (VoC) feature is now available for public access. This marks a significant milestone in our journey to provide solutions for understanding and analyzing customer feedback. If you are hearing
How to transfer uploaded file from one module to another
Hi there, I have made it so that when an enquiry is created, an estimate will be created using workflow. I want to be able to copy the file uploaded from enquiry to estimate module is there a way to do so? Enquiry estimate Moderation Update: We are locking
Add Headlines/Paragraphs/Text to Layouts
It would be extremely beneficial if we could create Headlines, Paragraphs, or other Text in module Layouts (specifically leads and deals). This would be extremely helpful with written instructions for the users, such as outlining a qualification process
Creating and working with reports - Knowledge Base
Hi ZOHO Teams Here is missing an article I think. Knowledge Base CRM Analytics and Dashboards Reports Create/Edit reports Ropic: Creating and working with reports Regards, Kochnik
Zoho CRM Joined Report is limited to 2000 rows
Exporting a Joined report is limited to 2000 rows. How do i export if I have more than the limit?
Webform
Hello Zoho developers 💻 I just went through the Webforms functionality in Zoho CRM. 🔹Webforms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of data
Create an alias for multiple users
Hi there, You've been of great help for all my issues so far. And I'm grateful for that. I hope you can help me with one more issue. I want to create an alias for more than one user. The reason for this is so that multiple users can see, reply to and store incoming and outgoing messages to that alias in such a way that all actions made by one of the users can be seen by all the users of that alias. Is this possible? Thank you! Kind regards, Hashim
Bilder der Formen | Kontakte exportieren
In den Firmen haben wir Logos (Bild) und bei den Kontakten Fotos (Bild) je Datensatz hinterlegt. Wenn wir die Datensätze exportieren wollen, dann werden die Bilder nicht mit exportiert. Bei Artikeln ist es ebenso. Wir exportiert man die CRM-Daten mit
Best Power Dialer for Zoho?
We’ve been using Power Dialer AI with Pipedrive for a while now, and honestly, it’s been a great tool for us. The integration is seamless, call logs are automatically synced, and it helps us stay on top of follow-ups. The analytics and efficiency have
Pulling subject name from deals to custom module
Hi there, i want to pull the subject name from deals to another module which is a custom module so that i dont need to type out the subject name everytime i create the delivery order in deals module. This is the picture of inside the deal module, before
Target lines missing on CRM dashboards
Since the 1st of October the target lines have disappeared from our charts on dashboards. We are using "Target Meter: Multiple Bar". Is this a bug that has been introduced in an update?
Assignment Rules not triggered for Leads from Zoho Social
I have Configured few assignment rules in Zoho CRM. However it is not getting triggered for the leads that is getting synced from zoho Social lead forms(Facebook ad Leads). Need to understand if assignment rules will be applied on Leads from Zoho social
How to auto fill fields based on look up field
Hi there, I want to make it so, based on the vendor name, the vendor details will be updated. Using client script ideally as i want the user to be able to check the vendor details in the creation page
Set workload limits in CRM with Assignment Threshold
Hello folks, You've witnessed the real-life struggles sales teams face when they're overloaded with tasks. These struggles usually involve: Account executives juggling multiple clients Sales managers struggling to allocate resources effectively Sales
Creating a Related Record via Deluge
Hi, I am currently trying to write a Deluge Function that automatically links a record from the Contacts Module to a record on our custom Faculty module. To be clear, these two things are not linked at first, but we hope that this deluge function does
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