Undo the recent mass update done
Hi My last action is a mass update done to 500 deals , which was done erroneously as the filters weren't selected correctly. Can the last log be undone urgentlyHow to show related lists of a field in another look up field
Hi team, We currently have lookup fields of accounts in deals and products module. This creates related lists in account for deals and products. I also have another module - company, the accounts module has a look up in accounts. which has created a relatedHow can I add an element to a specific array position in a list of arrays?
I have a list of event records that I am de-duplicating. Each record contains a title, a date, and an alphanumeric ID (needed for an external function). I wish to deduplicate records based on the combo of Title and Date only, because the ID will alwaysSee more information of records of related lists
Hey, we need a way to see more information for every record inside of a related list. Only columns are not enough. We need a section for every connected record where we can show data, maybe even subforms.Intended workflow for estimates, received POs, etc.
In every sales organization I've been, the flow of information has followed the same path: RFQ received from customer Quote sent to customer PO received from customer Sales Order created internally (work begins) Invoice sent to customer Payment receivedCRM deals help!
We are using Zoho to track the sale of digital products. The way they are purchased is that the user of our website (the purchaser) goes into their account and 'raises' a deal. This is classed as a 'draft purchase' and we have changed the probabilityZoho Sheet View
Hello, Is there a way to either customize the columns that appear in Zoho Sheet View, or else show all columns?Trying to do commission tracking with zoho crm, can i do a Lookup against multiple fields in a module?
So i'm still designing my zoho one crm as i come over from salesforce. One of the things i'm trying to build is a commission tracking module. At some point i'll probably hire someone to help with custom code, I'm just proof of concepting it. I"m not sureCan the Product Image on the Quote Template be enlarged
Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! ThanksHow i can move the records from blueprint A (inactive) to new blueprint B (Active)
Hi team I have a question, I just generated a clone blueprint (A) which I left active, and the original blueprint (B) deactivated it, well, I need to move the records from (A) to (B), is there any way to do it? Regards, PabloIndiaMART Integration for Zoho CRM
If you need to get IndiaMart leads in Zoho CRM without using Extension then this solution is for you. See step by step guide to integrate IndiaMart API quickly. Create Leads in Zoho CRM - IM ENQUIRY TIME, IM PRODUCT, IM QUERY ID, IM QUERY MCAT NAME, IMShout out Canvas!
If anyone has not used Canvas designs, please watch this video. The canvas team have been really amazing to help us get to this result. This makes training teams so much easier! I'd much rather build a canvas design than write user guide documentation.Email Alerts for Schedule Failures in Zoho CRM
Hi, I hope this message finds you well. Currently, when a schedule fails, there is no automated way to notify us via email about the failure. This makes it difficult to promptly address the issue as it requires manual monitoring to identify and resolveWorkflow Failure - Notifications
Good afternoon, I have just experienced an error whereby a Workflow failed, for a reason currently unknown. The problem is that one of my users had to flag this manually (thankfully he's very thorough) and this otherwise would have flown under the radar.Setting recurring tasks and reminders in tasks module are enhanced in Zoho CRM
Hello everyone, In this post we will brief you on the enhancement in creating a recurring task and setting up reminders. Let's take a look at the what has been changed. Recurring tasks can be set using Due Date Earlier, to create a recurring task you specified the Start Date, End Date, and the appropriate Repeat Type. Now, the start date field is removed and instead you have to specify the Due Date. The task will be repeated based on the mentioned due date. Custom repeat types can be configuredPopulating Lead ID in Deal Record
I’m trying to create a unique identifier to match deal and lead reports, and my plan was to use the Lead ID as the key. However, I’m having trouble figuring out how to get the Lead ID from the lead record into the deal record during the lead conversionHome 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 ActivitiesKaizen #121 : Customize List Views using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and IsHow can i get and update Multi-Select Lookup field through API?
Hi! How can i get and update Multi-Select Lookup field through API from/in Custom Module?INVALID_DATA Error While Setting Date Field in Client Script of Details Page
I am trying to detect the Stage change on Details(Standard) page (with the stepper section), then update Stage_Updated_At (Date) field with today's date. Thanks to @Ishwarya SG 's direction, I found this topic and I managed the first partCases module mail merge
Hi Guys Is it possible to use fields from the cases module within the word mail merge ? I dont see this option in the word mail merge application. Thanks ChrisIntroducing 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 forTwilio with Zoho CRM
Hi! We want to integrate Twilio with Zoho CRM and Bookings. On Zoho Market Place, the only integration with Twilio that allows calls, is one made Ulgebra. Is there any other integration? Either native from Zoho or Twilio? If not, as anyone tried the oneIntegrate Webflow Newsletter Submission in Zoho
Hi, My website is built with Webflow, and I have a popup for newsletter subscriptions. I would like to integrate it with Zoho so that email addresses are automatically added to Zoho, allowing me to create a weekly newsletter. I’m very new to both ZohoDeals Stage Change From Stage Stepper Not Detected by Client Script
Dear Zoho Community, I am utilizing the Client Script to detect Stage changes in the Deals module. Once the stage changes, I update another field with the current date. I noticed that, when a user clicks one of the stages in "Stage Step" section in theAdd option "Avoid custom home pages" to profiles
We need our sales agents and members on each department in general to keep the same Home designed by their Managers. Let all users to create custom home pages is a huge mistake. The homepage creation must be limited by profile so only Managers are allowedDeal Stage component/widget/whatever it is... event
Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,IndiaMART Integration for Zoho CRM
If you need to get IndiaMart leads in Zoho CRM without using Extension then this solution is for you. See step by step guide to integrate IndiaMart API quickly. Create Leads in Zoho CRM - IM ENQUIRY TIME, IM PRODUCT, IM QUERY ID, IM QUERY MCAT NAME, IMLinking Two Existing Organisations
Hello all, I want to link two existing organizations in Zoho CRM / Zoho One. The goal is to be able to switch between them easily on the mobile app and in the web. No integration, sync, etc. The problem is that most of the articles I read requite thatCRM portal: no Create/Edit options available for custom module
I'm experimenting with setting up a CRM portal. I'm not able to select Create and Edit permissions for a custom module, even though the data sharing settings for this module has been set to Public Read/Write/Delete. What other settings do I need to enableShow Contact ID on Reports
I cannot get the Contact ID to show on report that is displaying a list of contacts. I need this information to be able to run reports, clean them up, then upload back to the contact record.Restrict Sales Order creation if Account Type is a certain value
I'd like to restrict a sales order creation if AccountType on Account is a certain value - what is the best way to accomplish this?Lookup or Formula Field, which to use?
I have a field in called Primary Business in the Accounts Module and I want the contents of that field to populate in a field in the Contacts Module called Accounts Primary Business. My preference is that it populates right away. I've tried both lookupRestrict ability to create Sales Order for an account if accountType is not set
I'd like to restrict the ability to create a Sales Order for an account if the AccountType ='prospect' - what is the best way to do this?Is there a way to show contact emails in the Account?
I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detailHow can we update the Inline Tax in a Purchase Item using deluge?
Dear All, I am trying to update a Purchase Order using deluge. I can update all the fields except of the Line Tax. I would like to put 0% on it using deluge. I have tried the below but it does not work. What I have to change? Is the problem the field🔍 How to effectively organize data in a CRM? – My approach and questions for you
Dear ZOHOssians! While working on organizing data in a CRM, I decided to use the native modules: Leads, Deals, Contacts, and Accounts as a solid foundation for managing processes. However, I’m now exploring the next steps and considering various optionsRequest for Assistance with Script for Updating a Custom Field in Accounts
Dear Zoho Support Team, I have created the following script, intended to automate the update of a custom field called kontrolka in the Accounts module based on data from the Leads module. Below is the script: // Get the account ID from the Lead var accountIdZoho CRM - How to get Lead Timezone ?
We are connecting Zoho CRM to our Website lead form (Wordpress JetBuilder). We have field for Date/Time selection to book a Free session with our Business. We need a way to get the lead timezone, so we are able to set the free session time correctly onDefault value from global set not working if leads comes from Whatsapp
I have field called 'Marketer' and I have set default value from global set like this if it is created manually by pressing 'Create Lead' button it works without problem, but the leads created automatically from Whatsapp (Business Messaging) the 'Marketer'Next Page
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Announcements
Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceDirectly 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 relevantZDC Hackathon 2024 Category-wise Winners !
Zoho CRM Client Script Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1:Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalNew 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 number
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Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithMulti Select Between Modules
Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Multi Select Field of "Enrolled Services" I also have a Module "Services" withSimple Deluge Script
Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like to convert it to Wednesday, February 5, 8:00 AM. My Date field is the API NameLinking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?
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Sticky Posts
User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
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