Lead history for a converted lead is removed
When a Lead is converted to a contact the History / Timeline information is removed. This is very critical info as someone may change part of original data at the lead level like lead contact, email, phone etc and after conversion, we do not have all that available... I am aware of some employee who stole data from our CRM and changed the lead details and converted to a contact.. Now we have no idea about the contact details on that prospective lead.... ATleast if the lead is still a lead, then we
About the Portal's Custom Canvas
Hi We have created a custom canvas list for portal users. I designed it to change color depending on the conditions, but when I view the custom view in the portal, it only shows the standard design. Can the portal display elements in different colors
Kaizen #134 Manipulating Rich Text Field (RTF) using Zoho CRM APIs
Hello everyone! Last week, we discussed Deciding on the type of applications: Self-client or Server-based? This week, we will discuss the Rich Text Field (RTF) and how we can manipulate RTF using Zoho CRM APIs. In this post, What is a Rich Text Field
Access Token Throttle reached within Postman Cloud
Hi I am having all sorts of issues getting Zoho API calls to work within Postman. One of it being the token generation. I can manually run the request and generate an access token just fine, however when I schedule the request in a collection run within
Introducing Zoho CRM's all new email configuration
Last modified on Oct 9, 2023: We have initiated the process of migrating our customers from the existing email configuration to the new email configuration. If you would like to request migration and unlock access to the benefits outlined below, along
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 detail
Kaizen #47 Handling Notes through Zoho CRM API (Part 2/2)
Hello everyone! Welcome back to yet another post in the Kaizen series! In our last post, we started our discussion with Notes APIs in Zoho CRM. This week, we will discuss the following: Notes as related lists Attaching files to notes via API 1. Notes as Related Lists Notes API allows you to manipulate all the notes in all the modules, or specific notes based on their note IDs. Zoho CRM API also allows you to handle notes of a specific record using the related lists API. The request URL will differ
How to Associate Zoho Projects in Zoho CRM
Hi I need script for associating projects in zoho projects to particular Account in zoho CRM side. It can be done manually but I need the automation for this process. There are no api regarding associating a project in zoho crm account. Need assistance
Rollup summary for custom module
Rollup summary feature was introduced almost a year ago: https://help.zoho.com/portal/en/community/topic/introducing-rollup-summary-in-zoho-crm-public-early-access-2023 It does not support custom modules tough and this post aims to track such feature
Multiple Leads/Same Company > One Deal
How are users handling multiple leads for the same company/account but only maintain one potential. Yes, you can convert and merge or create new contacts as well as merge or create a new accounts. The issue with this is that the values of the newly converted
Text snippet
There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email.
Canvas: is it possible to have a fixed header?
Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!
Total in Table view
Hello, for Deals, is there a way to add the total value of all deals in the table? Display it above the table or something?
How to add line breaks in formula with Concat?
I am trying to combine different fields with a formula field, but want to add line breaks. I.e. the current code looks like: Concat(${Contacts.Company_Name}, ' ' ,${Contacts.First_Name}, ' ' ,${Contacts.Last_Name}) And the result should be: John Doe
Tasks & Call Back
I am finding Zoho and the way it processes tasks and call-backs very slow to use. In my previous CRMs I was presented with an alarm panel that listed tasks or call-backs requiring attention, with one simple click I was transferred to a screen showing
Export a list of fields for all modules in a spreadsheet with specific field data
Many of my clients are using spreadsheets to create lists of fields for all modules when starting a new implementation or when updating an existing setup. This is a useful process but also a very time consuming one. It would be good a list of fields could
Add matrix-like component to Zoho CRM dashboard
Hi, We store and keep track of all our prospects in Zoho CRM. I've built a dashboard in Zoho CRM to monitor our sales results. Every prospect gets assigned two consultants: a main consultant, and a second consultant, as defined in two fields (consultant
Add New Value to Drop-down Field
Is it possible to add an additional field value to a drop-down using the Zoho CRM Rest API?
Lookup filter in Zoho CRM
Last modified on 13/04/2023: Lookup filter 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 March 24, 2023, it is rolled out for al Zoho CRM accounts. Find out more about Lookup
How to use Quoted/Invoiced_Items custom fields APIs in Deluge ?
Hi, I'm trying to do a function to create an invoice from my existing quote, but I can't use some datas in the mandatory Quoted_Items Subform as it's from custom fields I've created and it's available only using APIs V2.1. So I tried what I found in the
Subform - Width
HI So we have product subform on our deals so the sales guys can keep track of what product they are putting in. I have been asked so many times if I can expand the width of the 1st "column" so they can see the full description rather than having to click
Associated Calls with Tasks
Within the leads module we've created a workflow such that whenever a new lead is created or pushed into the CRM a new task is automatically created: 'Phone Lead'. We plan to eventually integrate our phones into the CRM - so when the task 'Phone Lead' is due our staff will pick up the phone and make a phone call, this should then be captured by the CRM and they can update accordingly. There's a few of issues: a) In this scenario the Task is the parent and the Call is the child - they both need to
Writing EMAILS
You guys need to revamp your email sending. 1. Its not good that you gray out the CRM lead that we need to reference when sending the email. WHats up with that? I can't look stuff up. You should pop it on a top pane or right pane. WITH ability to scroll
Remove "Visit Summary" Section
We're not using Campaigns or anything else but still have the "Visit Summary" section on the Contacts and Leads layouts. We're not able to delete. Please advise.
Create case via email
Good Afternoon, I have just registered and am taking a look around the system. Is it possible to create a case via email. I.e. an employee/client/supplier emails a certain address and that auto generates the case which then prompts a member of staff
Email support added for Vendors module in CRM
[5 April 2024] This feature has been opened to all users in all DCs. Support for custom email fields will be enabled shortly. Hello folks, We're making a highly anticipated upgrade to the Vendors module: You'll now be able to send emails (including mass
Zoho CRM integrated Commissions Calculator Module
Dear Zoho CRM Team, I'm writing to propose a new feature for Zoho CRM: an integrated Commissions Calculator Module. This module would revolutionize the way sales commissions are calculated and managed within the CRM platform, eliminating the need for
Zoho CRM File upload fail
Hi, CRM is failing to upload any new attachments. We recently ran out of available file storage and I understand this blocked us from uploading more attachments. But we have since gone through and manually deleted a chunk of old attachments and could
[Early Access 2023] Create and embed custom capabilities across CRM with Kiosk, our latest low-code tool
[6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. As a result, the old help doc links
Simplest way to test for success/failure of updateRecord?
Hi I am wanting to check the response to an updateRecord call in a custom function invoked by a button to signal success or failure. update = zoho.crm.updateRecord("Forms",recID,updateData); if (?????????) return "Success"; else return "Failure"; What
Customizing Layouts with Help Text
I would like to add some simple instructions to the top of a few modules such as Cases, so that when a user creates a case there are instructions at the top for a few of our procedures. Is it possible? I only see the option to add sections and custom
Price book - just informational?
Hi, I'm not able to figure out what Price Books does, apart from holding information. It does not seem to interact/affect quotes/invoices or any other transactional document related to a product and its price. I've read many topics here, most of them
Is there a way to access a related module's fields in a formula field?
Let's say you have a 'Student" module and a "Classes" module. Within the Classes module, there is a "name" field and also an "grade" field. In the "Student" module, is it possible to create a formula field labeled "Math Grade" that retrieves classes named
Subforms and automation
If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM
Zoho CRM File Storage
Hi, Is there any way for us to clean the storaged file? And ,how to extend my storage if it is full?
Handling tenders as an opportunity / entity
Hi all We deal with lots of public service tenders. These are essentially Deals for Leads but with custom stage names (very formalised) and also custom fields and structure. Is it possible to create a new entity in the Zoho database, perhaps with Creator,
replace values of a field
Hello. I have a question, is it possible to create a workflow so that when a particular circumstance occurs, the value of a field is changed to the value of another field of that same sale? I see that a fixed value can be indicated, but I don't know if
In ZohoCRM Dashboards - Editing Shown Columns on Drilldown of Components
Hello! I'm working with some Dashboards inside of ZohoCRM. When creating a component (In this case, specifically a KPI Ranking Component), I'd like to customize which fields show when trying to drilldown. For example, when I click on one of the sales
Cancel free trial
I want to cancel my free trial
Address autocompletion?
One of the features that's standard in almost every crm i've demo'ed, or previously used, is to have auto completion for addresses using google api or similar as you are typing the address in. This saves both type and acts as a type of address verification.
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