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Rollup summary feature was introduced almost a year ago:

It does not support custom modules tough and this post aims to track such feature request separately.

Based on the comment by
 in the post linked above such feature is already in the works.

Please keep us posted. Rollup summaries in custom modules is highly anticipated.


Moderation Update:

The requested feature "Rollup summary for those custom modules linked via a lookup field" is currently in early access.

With this feature, you'll also have the flexibility to select any field from a system-defined module's related list or a Custom module's related list.

Additionally, in the linked announcement post, we have provided a form where you can request Early Access.


I'm locking this post and we encourage everyone to follow the announcement post below to request early access and share your feedback. 



61 users like this idea.
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  • 3 months ago

Any news on this front?

We need to implement rollups for custom modules in our current project and are unsure if we need to handle it through custom code. We would like to prevent that. 

Hi,

We're close to completing development, and we'll update this thread as soon as the feature is rolled out. 

Thank you, for your patience, stay tuned!

That would be a very nice improvement
In addition, we should also be able to define criteria and filters which information to summarize
In example tasks, it is not possible to set that only tasks in a certain date range will be summarized
or tasks where the subject of the task contains a certain word

Noted, @Yosigrinwald.

?

@YosiGrinwald.

We will include this in the upcoming enhancements.

Give me early or beta access please 😇

Hi Prashant,

We will update this thread as soon as the feature becomes available for early access.

  • 2 months ago

Hey,

can we still expect it to be rolled out in Q4? 

  • 2 months ago

It would be good to know whether the roll-up functionality will be rolled out in Q4. If the release date rolls over to 2025 then we need to roll in our expectations. 😂

  • 2 months ago

What a rollercoaster

  • 2 months ago

its Dec 10th atm. It wont be released in 2024.

Zoho has a reputation for underestimating release timelines.

If we do see a Beta release it might be Q1 or might blow out for 9 months.

Dont hinge your CRM implementation on a feature release 

Folks,

We understand the importance of this feature, and we’re pleased to share that its release is just around the corner. We expect to make it available by early Q1 2025.

Rest assured, we’ll keep you informed with any updates on the same.

  • 2 months ago

Awesome!

Hello Pheranda

In addition to custom modules, will other related lists be included for this feature i.e. Solutions?

In the early Zoho CRM days before custom modules were a thing, I had to customise the Solutions module to achieve a "custom module", so I really need this to be added too!

Hi Steve,

Could you let us know if you've created a Custom Related list?
If so, we haven't supported 'Rollup summary' for custom-related lists.

It is supported for Related List associated with standard modules.

Hi Pheranda

Years ago, before custom modules were a feature, I modified the Solutions module (I renamed it Visits and added some custom fields). In short, I had to customise the Solutions module to achieve a "custom module",

The Solutions module isn't technically a custom module as it is a standard module.

However, it is not included as one of the modules available for rollup summary, so I am requesting that this be included when the custom modules are added to this feature.

I hope this makes sense?

Hi Steve,

We recently announced a new enhancement to the Rollup Summary feature. In the Announcement Post, we’ve included a link where you can request early access. The module will be included in the latest update, so kindly fill out the form to submit your request.
The post has received many comments and feedback from the Users. For more details, please refer to the announcement link.

Thanks - I have submitted the request! Please grant access as soon as possible as I would love to give it a try

Hi any update on the early access?

Hi Steve,

Thank you for requesting Early Access. Once the feature is enabled for your Account, you'll receive an email notification.

Appreciate your patience.

Pheranda, from the announcement it sounds like the Custom Rollup Functionality is more customization of rollups, not rollups of custom modules. Is it both? We're looking for rollups of custom modules. For me, the standard functions of a rollup work as long as they connect to custom modules. 

I've signed up for early access. Do we get notified by email that they capability is rolling out? 

Thanks for your assistance.
   Frank

Hi Frank,

Once the feature is enabled for your Account, you'll be notified via email.

  • 1 month ago

excellent news! looking forward to trying out the feature.