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

    • How to book GST paid in zoho books

      hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth

    • PUNJAB NATIONAL BANK (CORPORATE) INDIA - NOT AVAILABLE IN BANKING

      Dear sir, Kindly fix it. PUNJAB NATIONAL BANK (INDIA) is available but PUNJAB NATIONAL BANK (CORPORATE) is not available. Kindly enable this banking since we need to categorize the entries. Regards, Sanjay Jena email id/ user id : travewithmerchant@

    • Is it possible to create a word cloud chart in ZoHo Analystics?

      Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able

    • Kaizen #216 - Actions APIs : Email Notifications

      Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

    • Facturation électronique 2026 - obligation dès le 1er septembre 2026

      Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

    • Your bot just got smarter: AI-Powered routing that reads between the lines

      What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing

    • Weekly Tips : Master Keyboard Shortcuts in Zoho Mail

      If you spend a lot of time managing emails, switching between your mouse and keyboard can slow you down. Whether you are replying to clients, organizing your inbox, or searching for messages, every second counts. So, how can you streamline your email

    • Introducing custom lookup fields in the Tickets, Contacts, and Accounts modules

      Hello all, We are excited to announce a new enhancement that will empower you to further customize the Tickets, Contacts, and Accounts modules. Now, you will be able to create custom lookup fields in your Tickets, Contacts, and Accounts layouts for more

    • DKIM cannot be enabled for the domain as no verified default selector present

      Can't get the DKIM working. May you please check my account (nksy.us) to see what's wrong?

    • Contacts per department

      Hello, Is it possible to limit Contacts to a Department? Thanks

    • Collections Management: #3 Tackling Payment Failures

      Sam refreshed the dashboard. "Payment failed". Same customer. Same subscription. This is happening for the third time. He sends a usual email: "Your renewal payment failed again. Could you please check and retry?" A couple of days passed, and there was

    • How do I increase the email attachment size in Zoho CRM ?

      It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly

    • Custom Field in Zoho Projects pulling into Analytics

      We have a client that we have built our their new business process using Zoho Projects, and we have build a lot of custom fields with their their Projects where they are capturing specific data points that we want to be able to track and pull data, as

    • WhatsApp Channels in Zoho Campaigns

      Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.

    • Zoho sign and creator error message {"code":9043,"error_param":"Checked by","message":"Extra key found","status":"failure"}

      Good day, I receive the error message: {"code":9043,"error_param":"Checked by","message":"Extra key found","status":"failure"} when running below code from creator to sign, void TestForSign(int ID) { //Fetch Template Details (Optional, for dynamic mapping)

    • Download a writer template as .docx instead of .pdf.

      I have been trying to implement a feature to download a writer template as a .docx and got it working partly but it isn't good. Earlier I checked our code and I saw openurl("https://crm.zoho.com/crm/org121314/specific/Template.do?action=print&step=pdfPreview&id="

    • Allow the usage of Multi-Select fields as the primary field on "Layout Rules"

      We want to force our users to enter some explanation strings when a multi-select field has been utilized. I can't understand the reason for the usage restriction of Multi-Select fields as a primary field. This is a simple "Display hidden mandatory field

    • WriterTh

      After every space Writer goes to capital letters mode in my Android tablet. The cap mode stays till the second letter is typed in the word then it comes to normal mode.

    • Extract Archived Projects using Zoho Projects API

      In my organization we archive the projects when they are already completed, charged, invoiced, so that only those that are still pending process remain active. I need to access all projects (active and archived) from an external system, but the API v3

    • Ask the Experts: Five-hour live Q&A session with Zoho WorkDrive product experts

      Have questions about WorkDrive 5.0? Let’s talk! We recently launched Zoho WorkDrive 5.0, packed with powerful updates to help your team work smarter, stay secure, and get more value from your business content. From content-centric workflows and AI-powered

    • File upload support for subforms

      Dear All, Subforms help you add and track data related to your CRM records. We've always supported most of the commonly used field types in subforms, so as to cater to your business requirements. Now we're happy to extend support to file upload fields.

    • Circular record relationship in CRM

      Given there is a lookup in custom module Transactions creating a related list on the chosen Contact record. I. e. a lookup field on Transactions module points to Contacts. The related list on a Contact record can thus have have many transaction records.

    • Is it possible to pull the Zoho desk data into Zoho analytics in real time

      Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?

    • Enhance productivity with the revamped Zoho Sheet View

      Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing Sheet

    • How to set value of dropdown field to variable

      For the life of me, I can't figure out why the following code won't set input.status to the previousSelection. Steps to reproduce: 1. Click input.complete 2. input.status dropdown updates from '1-Backlog' to '4-Done' 3. Click input.complete again to deselect

    • [Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.

      Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs are

    • [WEBINAR][MEA] Learn how to control your inventory and multi-channel sales with the Zoho Inventory & Zoho Books integration

      Hello there, We are hosting an exclusive live webinar tailored for businesses across the Middle East and African countries, where you'll learn how to take full control of your inventory and multi-channel sales while keeping your accounting perfectly in

    • Less clicks, more connection – the usability edge of Zoho Desk

      Imagine joining a new workplace, eager to prove your skills, partner with peers, learn new tools, and build a strong foundation for your career. The standards you've set could drive pressure into your head. You now discover the organization is using Zoho

    • Tip #3 Automating total item weight calculation for your sales orders in Zoho Inventory

      Hello, Hope the day is treating you well. Last week, we saw how we could automate the calculation of total shipping charges from numerous shipments for your sales orders and invoices. This week, we will see how you can automate the calculation of total item weight for your sales orders.  How does this work? First, you are required to capture the weight of all your items using a custom field. And when you create a sales order, you can either have the system display the individual weights for you or

    • Why Format section gets disabled when we create Merge Template over PDF

      I need some assistance I have a Client who is going to give certificates to users who passes his exam. So, I am using mail merge but in ZOHO writer after I upload the PDF and create merge Template over PDF the format Section gets disabled. My problem

    • Whatsapp Integration on Zoho Campaign

      Team: Can the messages from Zoho Campaign delivered through Whatsapp... now customers no longer are active on email, but the entire campaign module is email based.... when will it be available on whatsapp.... are there any thirdparty providers who can

    • How to calculate separate totals for Product Line Items filtered by category in Quotes?

      Hello! I'm working with Quotes in Zoho CRM and need help calculating conditional totals for line items. Current setup: I have two tables in my Quote template (Zoho Writer), both displaying Quoted Line Items Table 1 (top): Shows all products where Product

    • I Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console

      I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google search

    • Zoho Desk API Documentation missing a required field

      We are trying to create a section using this information. Even after preparing everything based on that page, we still get an error. The error we get is this: {"errorCode":"INVALID_DATA","message":"The data is invalid due to validation restrictions","errors":[{"fieldName":"/translations","errorType":"missing","errorMessage":""}]}

    • Fetch Subform values through a lookup of a lookup

      Hi, I'm having an issue fetching the values of a subform through a lookup field through another lookup field. The code works perfectly to show me the subform row ID, but the second I try to get any readable data, it says "Error occurred. Please contact

    • Ability to modify what displays in calendar invite?

      I am a long time calendly user and want to make the switch to bookings.  I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link?  I can add it to the emails no problem, but I would also like it to display on their calendar.  Is there some work around I can do to get it on the calendar?  Also am I able to modify the calendar event title?

    • Turn Decision Box to a button

      Dear all, I need your help on CSS to turn a Decision Box to a Button. I have a Decision Box like: Turn on/off to refresh the information. (on User Input, either True or False, will refresh the information) Now I want to simulate to treat it like a Refresh

    • Emails not being received from a particular domain

      Cannot receive any emails sent from atco.com Domain is in the spam whitelist so should be no reason for it not to be coming through. Have filed a ticket and besides a generic response of we are looking at it - it seems there is no actual support workers

    • Stock Count

      The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important

    • Can you import projects into Zoho Projects yet?

      I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects

    • Next Page