Directly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantIMAP bcc emails from my Gmail account to CRM
I noticed that emails that I BCC to a customer using Gmail, do not come into Zoho CRM via the IMAP. Is there a way to configure that so that we can keep the history on BCC emails?Problem with Cadence enrollment / using same Cadences for one contact more than just once / deleting completed Cadences
Dear all! We’re experiencing an issue with Cadence enrollment when assigning Emails to tagged contacts. Recently, I tagged 12 contacts to assign Emails, but only 3 were successfully enrolled in the Cadence. Upon review, I found that enrollments only succeededIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherDashboard Auto-refresh
Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: SupportHow can I have the value of one Custom module's field automatically pasted into a submodule's field?
Hi there, I tried and start from a function I created before (to copy/paste adress details from Account into Contact) to have the content of a currency field pasted into a another currency field within the module's submodule: rec = zoho.crm.getRecordById("CustomModule4",ImpiantiId);Translation in Zoho CRM now supports various regional languages
Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, ImagineZoho CRM Create Client script using Custom Buttons
Client script has become quite sophisticated and it's really useful. There is a missing simple functionality: To create script should be able to be called in the details page using a custom button. If we have this feature for Field Event, shouldn't weAPI Credentials Can Be Reused To Access Any Organization Including Dev & Sandbox
When an application is created in the API Console, the client ID & secret can be used to access every single type of CRM: main (production), developer edition & any sandboxes. These credentials can be used to generate an access token for any of theseCan You Check To See if People Opened Emails?
Is there a way to see if someone opened up your email? Or to see what they clicked on it and/or if they forwarded the email to someone else? I'd be nice to have access to that and have it automated so you knew when they looked at it, etc.Prevent subform editing on a module's detail's page
Hi everyone, We would like to prevent any editing of the subform data in the : Create page Edit page Details page (as subform editing is now allowed by the recent UX update) We are able to prevent editing by making the subform fields read only in theCalculate End Date based on several fields and factors
Hi all, I was wondering if it is possible to achieve this thing with Formula Field or Function: We have several fields that needs to be taken in consideration when calculating End Date. Relevant fields are: Meal Start Date (Date Field) Meal End Date -Searching within Workdrive in Entity pages
Hi I have a great idea. It would be great if the Workdrive section of the Account, Contact, Deal etc pages had a Search box next to the title so that one could easily filter the files. We're finding that some of our Accounts/Deals end up with lots ofFile Upload Limit
About the File Upload and Image Upload field types in Zoho CRM Currently, I am aware that each field has a total file size limit of 20MB. I would like to ask if there are any corresponding limitations on the total storage size in Zoho Drive or acrossSubform Missing "Add Rows" Button
I created a Subform on the Account layout but I do not show the "add rows" button. I followed the online setup instructions but it looks like I'm still missing something. How do I get the ability to "add rows" to my subform? Here is what it looks likeCross module duplicates
Is there a way to identify existing duplicate lead and contact records? i. e. "show me all lead records where a contact record with the same email address exists" Ideally there would be a custom CRM report for this, but I can't see how to create it. IWorkflow - CRM Deals to Meetings - Creating duplicate meetings
I want to be able to create a deal in Zoho CRM and a Meeting be created so that it adds to my calendar, however when I edit the same deal, I want it to edit the meeting, not create a new meeting! Everytime I edit a deal, It creates a new meeting so ILay-out rules without a blueprint
Is it possible to implement lay-out rules within a blueprint? I want that the field 'Intermediair' only appears when the value of 'Type klant' = 'X'. Besides, I want that a new record in the 'Onboarding' module should be created ONLY when 'Type klant'Dynamic File Names for Mail Merge Templates through Send with Zoho Sign
Hello, Is it possible to autopopulate the fille name when creating a mailmerge template through the send with Zoho sign button? Currently it just defaults to the name of the mail merge template, but it would be great to able to auto-populate this basedHome Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesRich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatileAutomatic Lead to Contact Conversion in CRM
Is there a way to automate lead to contact conversion? In my case I would like to merge (convert) lead and contact records, if a contact being created already exists in leads - by matching email address. I understand the manual conversion of a singleUNAPPROVED record management
When the unapproved list of duplicates is long, one needs the some tools to manage them - when this list has over 1500 records, we cannot manage it without some tools, such as: 1. The ability to apply a filter - ie similar to creating a CREATE a NEW VIEW with a filter per field option 2. The ability to edit the UNAPPROVED list view and ADD new fields to this view - this seems to be fixed with no possibility to change. Thank you Roberthow to make a downloaded file has file name + file extension in its name?
I want to download the file from 'File Upload' Field in Zoho CRM, after download the file then I will upload it to our own image server to create a download URL link. I wrote the code below. but the problem is, the file name doesnt have file extensionImportant updates to Zoho CRM's email deliverability
Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domainsSetting for Warning on Customer Email Address When Creating a Lead
Hello, I wanted to check if anyone knows if there’s a setting for this: When I create a new lead, I would like the system to warn me if the person already exists as a customer under that email address. Just to clarify: I’m not talking about being warnedZoho CRM email formatting issues
I have been having a hard time with formatting email templates. It feels like Zoho email is "fighting my edits." It refuses to change size, font, etc. Sometimes, the template looks great, then when the email gets sent, it looks completely different- someGet the body of an email from the Email module using a workflow
Hello Folks, I've created a workflow that works on the "Emails" module, this workflow sends the email information to a function. My Question is: How I can obtain the body of these emails? Since there is way to get the body from the fields of the EmailsEasy way to delete attachments
I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments WillDialing Microsoft Teams Phone Service via Zoho CRM
I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyoneReassigning Admin User
I need to reassign an admin user to a new employee. If I transfer the admin user data to another admin user and then delete the old admin user, will this impact any workflows, automation, campaigns, that were created by the old admin user?Custom Multi-Line Field Email Checker ?
I see there is on the Marketplace great extensions for both the phone checker and email. Unfortunately neither are a good use-case for how we operate. I am looking to create a custom function (whether this be through Button or Kiosk) where once clicked,Rebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elatedCRM subform hide delete icon
Hi, is it possible to hide the delete and duplicate buttons on subforms in CRM with client script? I have set the fields to readonly via client script: ZDK.Page.getSubform("Subform").getField("field").setReadOnly(true); Users cant edit the fields anymore,New Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the numberReport for leads given to sales people and converted leads
Hi, I think i've asked about this before. I would like to be able to tell how many leads a sales person has been given during a specific period and also how many have been converted to potentials. This was easy in Sales force as sales force always keptSearch API do not working
Trying to search sales order record thru reference number but no result back. Do anyone can help me to debug the deluge? Record API NameSyntax error that does not make sense.
Hi all, I cannot fingure out where this syntax error is coming from. I need to add this to a workflow to update a Contact record Account field by matching the email domain with the website domain in the Account record. I found a solution using Zia SearchAdd home page or dashboard in CRM customer portal
is it possible to add home page or dashboard in CRM customer portal?Next Page
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Announcements
Directly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherTranslation in Zoho CRM now supports various regional languages
Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, ImagineRich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
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How to automatically update email field based on user field
I want to be able to automatically fill up the section Sales support email based on the sales user that is selected So what ive done is stored the sales support email inside of the user that the one of my sales person uses. I want to know whether thisConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forHome Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
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Sticky Posts
Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
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