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Is there a way in Deluge or with the API to associate an email to a custom module record? I'm using the v2.1 Send Email method so I have the message_id of the email but don't ...
2
Maybe later
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate ...
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  • announcement
  • 9 replies
  • last reply by
  • 1 hour ago
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs...
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  • announcement
  • 1 reply
  • last reply by
  • 1 hour ago
Hi, Report a bug. Related record amount currency will display default currency (AUD) not the actual one (CNY). While if we click into the record and back, the currency will ch...
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Need more info
I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The ...
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Working on it
If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and...
25
Working on it
I created a new modular in the CRM and put a sub-form in it for costing projects. It opens in Portals, and Portals has the Edit option turned on, but it won't let me edit the ...
2
Answered
As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The...
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Working on it
Just by accident, I discovered that CRM now has the dark mode! I'm sooooo stoked! I tried so hard with various dark-mode Chrome extensions to make the huge database that I'm s...
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As per https://help.zoho.com/portal/en/community/topic/kaizen-157-flyouts-in-client-script one of the key benefits of a Flyout over a Popup is the ability to move it around th...
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Working on it
Hey 👋🏼 We have a few subforms to calculate detailed offers for customers of car dealerships. These subforms are used in different modules and we need to create snapshots of ...
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Under review
I have products module in zoho crm, in which i have Part Number which is auto generated whenever the new product is created, i have made another field by name "SKU Number" i w...
1
  • problem
  • 5 hours ago
Hello, I am currently trying to create a workflow rule to close the tasks still opens of the lost leads. I tried the workflowrule and update the field but it does not work bec...
1
Need more info
Hi, I have a Deluge script, which works perfectly. We have a custom field in the Campaigns module called Total_Raised which looks at the Donation_Amount field in the custom mo...
1
Answered
At what level can you see recipient behavior when sending emails from Zoho CRM? We thought there was a way to see what links were clicked, how many opens, etc but can't seem t...
1
Answered
We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields'  Salut...
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Maybe later
Rollup summary feature was introduced almost a year ago: https://help.zoho.com/portal/en/community/topic/introducing-rollup-summary-in-zoho-crm-public-early-access-2023 It doe...
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Working on it
Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like t...
1
  • question
  • 12 hours ago
Long story short we use Deals module to handle leads as well so that's why I'm not asking to use leads module. I've been asked to find a way to automatically have a deal creat...
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  • question
  • 5 replies
  • last reply by
  • 14 hours ago
Answered
I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. Everything was working file for about 6 months. Suddenly on Oct 1st, some of t...
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Not a problem
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