Introducing Rollup summary in Zoho CRM

Introducing Rollup summary in Zoho CRM

------------------------------------------Moderated on 5th July'23----------------------------------------------
Rollup summary is now available for all organizations in all the DCs.

Hello All, 

We hope you're well!

We're here with an exciting update that goes right into CRM's core capabilities. It's called the Rollup summary. 

Let's go!

Your CRM is a vast database with well-connected data sources, where you can access both the primary and associated information from one place.

Consider the Leads module, for example. A lead record encompasses information about the lead, their activities, and other applicable information, enough to decide upon the next move. This sort of association forms the foundation for data accessibility.


However, when it comes to effective data management, mere association alone is not adequate. You need what is called an interoperable data relationship between your primary and associated data. In the CRM context, an ability to associate values from the related lists with the primary information itself is the premise of the Rollup summary.

Rollup summary
Rollup summary is a field type that can summarize or aggregate values from your desired related list. It is adaptable and versatile. All you have to do is to choose which property to aggregate from your related list and assign that to the field, the field will start rolling up values.


Let us look at different scenarios where rollup summary can benefit you:

Example 1: Aggregate account-based revenue
The accounts module in your CRM holds business information about your prospects and customers. It also displays the contacts, deals, quotes, invoices, and other information associated as related lists.


Now, to assess the account's contribution before signing a purchase agreement, the sales manager had to create a report and aggregate the values separately.



With the rollup summary field added to the module, you can get an auto-assimilated value of invoices created for the account. This saves a lot of time and effort invested in creating reports and the best part is that the field, upon addition, will be available for all records in that layout.

Using this computed value in the rollup field, you can create automation, create a review process, and so on.

Example 2: Take action on the untouched deals
Untouched deals are deals without any actions till time. These kinds of deals are not only stagnant but are also unfavorable for business. However, for an enterprise business that creates more deals each day, manually identifying untouched deals and following up could be a missed opportunity, already. To keep a constant eye, you can create a rollup field that displays the number of untouched deals in your contact records and quickly follow up or automate.


Example 3: Get to know overdue tasks
Tasks are a great way to plan your actions that also act as a reminder. In Zoho CRM, when you add a task it will be added to the open activities related list. Until a task is completed, the task won't be moved to the closed activities. But, due to some lapse, if the rep couldn't complete the task on time, the task will remain in the open activities, giving an impression that the task has time left and as a sales manager, you might want to know of such cases in the leads module. This is where the rollup field will come in handy. With rollup being a field, you can use that as a column and filter the records with values in it.
​

Likewise, you can add a rollup field type to your layout editor and get value assimilated as a read-only field in your record detail page.

Note:
Currently, the rollup summary field property will list only fields that are part of the system-defined related list belonging to a module.

Pre-requisites:
  • Rollup field is available in all modules except in tasks, calls, meetings, and appointments.
  • Rollup summary field type is available only for organizations with Enterprise and Ultimate editions of CRM. You can create up to 10 rollup fields per module for Enterprise and 15 for Ultimate edition.
That's about rollup summary. We hope this new feature will help you conduct cumulative analyses effectively. While this is just the first cut of the release, we are planning the following enhancements:
  • Customization capabilities: We are developing the ability to customize and configure your own rollup summary field. This enables you to aggregate different parameters for different related lists.
  • Rollup as a workflow trigger: In addition to using the field as criteria in a workflow rule, we are developing to base workflow automation upon a rollup field as a rule condition itself. This will enable you to create automation exclusively based on a rollup field.
Resource: Help document 

    • Recent Topics

    • 【開催報告】東京 ユーザー交流会 Vol.2 2025/6/13 CRM Plus/Formsの活用におけるポイントやおすすめ機能を紹介

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 6月13日（金）に東京で「ユーザー交流会 Vol.2」を開催し、16名の方にご参加いただきました。ご参加くださった皆さま、ありがとうございました。 この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひご覧ください。 ユーザー活用事例セッション：マーケ・営業・サポートをつないで顧客体験を向上させる！Zoho CRM Plusのおすすめサービス活用事例 Zoho Champion

    • Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more

      Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by

    • No Real DANE Support

      The issue in https://help.zoho.com/portal/en/community/topic/will-zoho-implement-dane was closed today claiming DANE was implemented. You never implemented DANE correctly, even if you think you did. DANE requires DNSSEC to work properly, you never added

    • Applying Price List to All Customers

      I just created a new price list as we have several items that have volume price breaks. To create my price lists, I followed the instructions in this article: https://www.zoho.com/us/inventory/help/items/price-list.html When it comes to applying my price

    • What's wrong with this deluge code to create a Bill?

      I know that all the data in the map is correct. The line items are pulled directly from a purchase order. // Add the purchase order ID to the bill billPOIds.add(poID); // Retrieve and merge the line items poLineItems = purchaseOrder.get("line_items");

    • 2 Ideas, Clone timesheet entry from monthly view and Notes in Weekly view

      While i love timekeeping I am finding some things slow me down.  Slow to the point of considering writing my own API call to do this. It would be so useful to be able to clone a timesheet entry from the monthly view.  It is somewhat painful to have to

    • Create collection from start integer to end integer

      I want create some ticket number. Starts at 1 and end at 10. I want the result to be a string 1 - 2 - 3 - 4 - 5 - 6 - 7 - 8 - 9 - 10. Trying something like this but need the correct way write the start and end part. start = 1; end = 3; sequence = List();

    • Zoho Workdrive API call to find public external Link for a Folder

      Hi all, I can create new external share links for a WD Folder using this API call https://workdrive.zoho.com.au/api/v1/links . This works fine, however if there is already an external link created for a given folder, trying to create a new one fails (which

    • Create a draft in reply to an email via Emails API

      Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.

    • Converting Sales Order to Purchase Order

      Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in

    • Accessing and Using Formula Field

      Hi There, I created a formula field called 'Day of the Week' in the Leads module that takes the record created time and transforms it into the day of the week. The formula field returns the correct values. However, I am unable to find or use the field

    • Generate a link for Zoho Sign we can copy and use in a separate email

      Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

    • Getting error "invalid warehouse_id" when trying to update any transaction in Zoho books

      I got a message from Zoho saying that the Warehouse and Branch has been merged into one category "Locations" Once I migrated to this setup I was no longer able to edit any invoice / create creadit notes - got an error saying "invalid warehouse_id" I never

    • 🇺🇸 🇨🇦 🇲🇽 Ask the Experts: A Live Q&A Session

      Session Closed Thank you to everyone who participated in this Ask the Experts session! Your questions, insights, and engagement made it a valuable discussion for the entire Zoho Recruit community. The comment section is now closed, but feel free to browse

    • How to handle this process need using a Blueprint?

      See one minute screen recording: https://workdrive.zohoexternal.com/external/eb743d2f4cde414c715224fc557aaefeb84f12268f7f3859a7de821bcc4fbe15

    • Writing SQL Queries - After Comma Auto Suggesting Column

      When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone

    • Zoho Mail Storage Usage Discrepancy – Incorrect Storage Reporting

      Dear Zoho Support Team and Community, I previously raised a concern about inaccurate storage usage reporting in Zoho Mail but did not receive a clear or satisfactory response. To investigate further, I meticulously calculated the storage used by all folders

    • Microsoft Outlook Add-in Update: Enhancing Efficiency for Recruiters

      We've released an update to the Zoho Recruit Microsoft Outlook Add-in, which brings a host of features designed to streamline your recruiting process and boost productivity. Let's delve into the details: Associate Emails with records in Zoho Recruit You

    • How to report and analyze a multi-select field entries distinctly ?

      As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entries

    • Bigin iOS and macOS app update: Link email messages to pipeline records.

      Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated

    • Request For Quotation (RFQ) module

      Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a

    • Partial payments for retainer invoices

      When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.

    • Export an email as an HTML file?

      How do we export an email in Zoho Marketing Automation as an HTML file? We have an advertising partner that needs our campaign email as an HTML file. We can't find any way to do this. If this is not possible, please explain why. It doesn't make sense

    • Function #30: Display list of associated PO on SO details screen

      Hello everyone, welcome back to our series! Imagine having the ability to effortlessly access and view details of all purchase orders linked to a sales order directly from the sales order itself. Well, today's script is designed to do just that for you.

    • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

    • Select CRM Custom Module in Zoho Creator

      I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?

    • In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote

      In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote Pls help how i fix this

    • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

      Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

    • Custom Print Button in Page/Stateless Form

      [Zoho Creator] Unable to Add Custom Print Button to Page or Stateless Form We need the ability to add a custom print button on a page or stateless form in Zoho Creator to print a templated or formatted output (e.g., appointment confirmation, summary slip).

    • Unified customer portal login

      As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

    • Invitation-Based User Access in Zoho Analytics

      Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security

    • Ask the Experts 21: Power up your support game with Zoho Desk Automation

      " In every business, there are tasks to automate, Zoho Desk helps with features that integrate Assignments to manage tickets and teams to align,Macros for quick actions and workflows to streamline Contracts and schedules to hold things tight, Plans run

    • CRM calendar not syncing with Zoho Calendar

      The sync is not happening: This is my Zoho Calendar CalDAV synced with Outlook This is my Zoho CRM Calendar (sadly empty ...) I have enabled CalDAV Access. In Zoho Calendar, I have set up APP Calendar sync like this: What else can I check? Thank

    • Automating Employee Birthday Notifications in Zoho Cliq

      Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

    • Page Variable Not Passed from Report to Form

      [Zoho Creator] Page Variable (Resource) Not Passed from Report to Form in Appointment Module We are facing a limitation in our Appointment Module related to the handling of page-level variables. We are using a page variable to select a resource, which

    • Zoho.eu and U.S. Cloud Act? Can U.S. request Zoho.eu data?

      Given the current political situation in the U.S. and possible near future implications for data privacy and security, I am curious about Zoho’s obligation to comply with the U.S. cloud act or other U.S. requests for private customer information from

    • Client Script | Update - Client Script Support For Custom Buttons

      Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.

    • Issue with Missing Scope for Creating Service Report via Zoho FSM API

      Hello @Latha Velu , I am currently working on creating a connection to create a Service Report in Zoho FSM using the API. However, while configuring the required scopes, I noticed that the scope ZohoFSM.modules.ServiceReports.CREATE which

    • Function #55: Convert multiple quotes to single SO using Custom Button

      Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer's

    • Mass Print Attachments from Selected Records in Custom Module

      Dear Zoho CRM Team, We’d like to request a feature enhancement regarding the handling of attachments. Use Case: We have a custom module that stores invoices uploaded by our affiliates. Currently, we need to open each record individually to print these

    • Next Page