We've revised the pricing model of CRM portal user licenses
Hello everyone, We’re making important updates to our pricing structure for portal user licenses, effective from the next payment cycle. The new slab-based pricing is as follows: Previously, these portal user licenses were priced at $5/ user/ month. As
Create workflow rules based on notes
Last modified on 17/04/2023: Creating Workflow rules based on notes is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of April 13, 2023, it is rolled out for al Zoho CRM accounts.
Creating Layout Rule With Formula Field
By The Grace Of G-D. Hi, I see that i cannot use Layout Rules to show/hide Formula Fields. Is that something you plan on adding sometime soon?
Adjust Task Close Day/Time - Post recordkeeping.
Ran a search before asking, but could not find any information on this topic. Notice that when i go back and add missing task records from previous days, I am unable to change the "close" date of that task. Is there an option for removing the lock on
Zoho SAAS Account Marketing Communications Policy
What options do you have available for customer's of Zoho products to opt-out of marketing communications that get delivered via pop-up within the SAAS Zoho products themselves? I get pop-ups from time to time and they get in the way of my workflow. I
"notes"-field in a task to full width?
Hi, Is there someone that can tell me how to adjust the "notes"-field in a task, to full width? I already played around with 1 or 2 columns, but this has nu effect on the standard width. Thx in advance for your help. Cheers, Ralph.
how to prevent user from selecting date greater than today in blueprint?
I have a Date Time field in Blueprint Zoho CRM like this I want to prevent or giving warning message after the user put date greater than today. how to do that? I have no problem writing code using deluge function, I need a guidance, but it will be better
Sub-Forms Sub-Totals
Is there a way to have sub-totals in the sub-forms? ie have all the Stage 1 sections sub-total, then the Stage 2 sub-total etc . These forms are great except for this, and not being able to use the data in Reports. It would be great if you could cost
Not Overwrite Last Name
I need to upload some contacts to Zoho CRM which already have a last name in the system but in the file I'm trying to upload some of the contacts don't have the last name, so I've added the "-" in the last name field. My question is if there is any way
Automating Lead > Deal
Hi! Context: I'm trying to automate a flow that does the following: 1. (Automated) New lead created in Leads module. 2. (Manual) "Lead Source" changed to "inbound registration" - We do this manually to have some control over who enters a Cadence. 3. (Automated
Integrating with 3rd party app
Hello World, I have recently signed up for a Zoho. I have reasonable experience in SFDC and I trying to apply my SFDC knowledge to Zoho. Problem: I am trying to integrate a couple of 3rd party apps into my Zoho CRM custom module. It seems there are a
Focus 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?
Conditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help.
Formula Error with IF Fuction
Hi, I want to create formula field to calculate payable amount based on payment terms chosen, when I tried with the if condition, it gave syntax error. if(${Deals.PaymentTerms}='Quarterly',${Deals.Amount}/4, ${Deals.Amount}) In fact I want to use nested
How do I ... determine when a campaign member's status changed?
Is there a way to tell when a contact's member status was modified for a given campaign? I'm using two Campaigns to divide contacts up into two piles - one for receiving a welcome by email and the other for receiving a welcome by postcard. The email and postcards are processed currently outside of Zoho CRM. When done, I update the member status from Planned to Sent. Rinse and repeat every week. Now I have two piles of "Sents" and can't tell which week who got what. Perhaps instead of solving
How to Print the Data Model Zoho CRM
I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks Andrew
Cross-screen field support with conditional rules in Wizards and a new "back" button for easier navigation
Hello everyone, We're introducing cross-screen field support with conditional rules in Wizards! Previously, conditional rules were limited to just one screen, which forced users to create extra fields to link information between screens. Now, with cross-screen
How do I create a time field?
I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field
Try to help customer cancel Zoho CRM but cannot cancel from manage subscription page
In your own documentation you show how a user can cancel their Zoho CRM subscription. -> https://help.zoho.com/portal/en/kb/crm-plus/admin-guide/subscription-information/articles/cancel-subscriptions But for my customer, there is no "Cancel Subscription"
Zoho CRM in Microsoft Power Automate Custom Data Connector
Hello, I have set up a custom data connector in Microsoft Power Automate. It is a connector to retrieve Zoho CRM data. I am pretty certain that I have entered the OAuth 2.0 authentication information correctly. However when I test the Get request https://zohoapis.com/crm/v2/leads.
KPI comparer nombre affaires ouvert entre deux périodes
Bonjour, Après beaucoup de réflexion, je n'arrive pas à trouver une solution à mon problème: j'aimerais pouvoir comparer le nombre d'affaires ouvertes (et aussi en fonction des étapes) entre plusieurs périodes. Par exemple, j'aimerais savoir combien j'ai
Deals to Calendar
There are questions about this over 7 years ago in various forums. Still nothing as far as I can find. In the CRM I have added a start date / time and an End Date / time to the module. This now serves are my upcoming events. I need to be able to show
How to copy/put field value (currency type) from module to a corresponding field within its subform?
Hello there, I have a currency field in a custom module. I would like the value within this field to automatically appear within a corresponding currency field in the custom module's subform to use it in a subform's formula field - see attachment. That
Get a records attachment to show in the list view?
Hi, I have a custom module called CP12/Services and then I have a zoho form that when filled by myself sends all the info inputted to all the fields in "CP12/Services" module and it also attaches the PDF sheet as an attachment.......I'm trying to find
Allow "add new" option to picklists and multiselection fields from add or edit pages
Hello zoho, please insert an add option (ie +)sign) to pick and multiselect fields so we can add new options while entering or editing records. For example. in my lead module, while adding a new record, I realized I had a new lead source. I went to my
Search in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
Is it possible to set create deal checked by default when converting a lead?
In our company whenever a lead is converted we make a deal. It is a pain to have to check the box every time. I would prefer if it was just a default behavior and the box wasn't even there. But it would be fine if the box could be checked by default.
Different Buttons for Different Lead Layouts
Hello all, I can't find this question having been asked before. I'm looking to have three buttons at the top of the page. The first would say "Create XXX Lead", "Create YYY Lead" and "Create ZZZ lead" with the letters representing our three products.
INVALID_TOKEN message when associating project to a deal
Hi Please can someone assist with this issue I am encountering using this Deluge script in Zoho One? This script successfully creates a new project in the projects module when a deal is won in CRM. However the second part of the script is to associate
Picklist Other
When making a picklist is it possible to have a field called other, which then you must specify what the other is? Is there a better way to do this rather than having a text field below the picklist called "If Other Please Specify"? Thanks in Advance
URL format for objects in different DC
Hi there, I'm currently working on supporting multiple DCs. While everything works as expected, there is one problematic topic - I am displaying a link that user can click and it will open object in Zoho CRM - i.e. Account. So war, I've been using the
Feature Request: Dark Mode
It would be great if we could have some options for theme colors in Zoho CRM, including a dark mode. A good example of what you could base this on is how Slack implements their theme colors. I think this should be easy to do and it is a very popular feature
Introducing Data Model for CRM
Hello everyone! We are thrilled to unveil our latest feature, the Data Model! Data Model is your ultimate visual guide to understand and master your CRM's data structure. What is the Data Model? Data Model gives you a visual representation of how the
Introducing the Voice Recording field in the calls module
Last modified on July 11, 2023: Voice recording fields will have the record-playing component only if your telephony vendor supports call recording as a part of the integration with Zoho CRM. For cases where they don't, the field will be empty and locked.
Company Logo Image Appearing Large and Pixelated in Event Invitations
Hi everyone, OK, Zoho Premium Support have tried to help on this one, but we still can't find a solution. So, I need your help, please. I have set-up my Company Logo correctly using the dimensions 190 x 65 px. As per: https://help.zoho.com/portal/kb/articles/how-do-i-upload-my-company-logo When sending Event initations by email and the receipient is an Outlook Desktop App users, the Company Logo in the email appears large and pixelated. Like this: But when viewed in Outlook in Office 365 (i.e. in
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 can
What to do with a Contact when they Leave an Account?
I have some contacts in my CRM that have been flagged as no longer working for the Account they were associated with. What's the best way to deal with those contacts in order to preserve the history associated with them within the record. Flag them in
Quote Related List to Embed Third Party Apps
Pretty surprised to learn that this functionality doesn't exist on the Quote record. We need the ability to embed third-party apps via iFrame on the Quote record to integrate systems (https://developer.box.com/guides/embed/box-embed/). For example, we
kanban view for client portal
Are kanban views an option for client portals? Access to Kanban views in the client portals would solve some mobile-compliant issues I have with the UI. Kanban functions very nicely on mobile and would be a super asset for my clients and vendors as they
COQL parsing error
Dear ZOHO support! I had a similar problem a few years ago, so I hope that you will help me. I've got an error for the following COQL query: `select $se_module, Trigger FROM Events WHERE (Created_Time >'2024-10-01T04:00:00Z') LIMIT 200`. The error response
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