Zoho CRM - Is is possible to remove unwanted filters from Accounts/Deals/Leads etc?
Hi guys, There is around 20-30 filters - due date, owner etc. Is it possible to remove all but a few? I only need 2-3 filters. Secondly, I have created a custom field 'district', it's a dropdown list that I add to the company information - is there anyemail
the system doesnt allow me to send single emails . Mass emails works fineSync Zoho CRM LEADS to Google Contacts
I know it is possible within the CRM to sync contacts with Google contacts, which unfortunately is useless to me. I need to sync my LEADS from Zoho to Google contacts so that I can see their name when someone calls my iPhone. What is the solution? A paidExporting or capturing the maximum value a deal has been set at.
Hi all, As part of our deal cycle, it often sees us adjusting the value (or ammount) within a particular deal over time (or other similar fields). With the timeline feature we can go back and look at when these changes occured, which helps us when lookingCRM Multiple Addresses
In my CRM I have renamed contacts to customers and have their details......when it comes to address I have their address currently in 1 multiline box rather than all separate. I also need the customers to be able to have Site Addresses sometimes moreConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forHELP! Trying to setup an automation for a look up field to be updated
We have a Charm EHR integration setup with Zoho. In order for the data to read to Charm from Zoho and vice versa a look up field titles facilities must be updated with the facility info. There's only one facility for all of our needs and I need to haveClient Script help for setting a listener
Hello Zoho Community, I need assistance with modifying my current client script. Current Setup I have a client script on the Quote module within CRM, which is set to run on the Edit Page. The script is triggered by a Field Event on a checkbox field calledKaizen #164 : Client Credentials
Hello everyone, Welcome back to Kaizen. In this post, we will discuss Client Credentials Flow and when it can be used. What is Client Credentials Flow? According to RFC6749, the official specification for the OAuth 2.0 authorization framework, "The clientTerritory view for custom modules?
I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories: Contacts / Accounts / Opportunities These modules don't have territories: Buildings (custom module) and[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool
[Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your callSales tour mapping
Hi Zoho people and users, Wouldn't be cool if one could import an itinerary say from Gmaps, specify a radius along the line and pop ! show a smattering of droplets on the maps, each representing a customer or lead ? Clicking on a droplet would open theButton for Deal Name copying from Company Name
Hi; I have prepared a function for Button while creating new - first time starting record of Deal - that team would like that name of project will be generated by clicking button after choosing company name - that button - and the mandatory system fieldFeature Requests and enhancements: Subform
By The Grace of G-D. Hi, It would make it much easier to use if we could have some more features in subforms: More Columns/Fields Set the size of a column Show the subform in Full Page Width Sorting By Column Please consider The above suggestions. TJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpOutlook CRM Plug-in Disappearing from various users
Hi, we've been using this plugin for a while now and all of a sudden it is no longer showing in certain user's Outlook. It says that it's still installed. We've tried uninstalling and reinstalling but it still does not show. Every day it dissapears fromZoho database
For data warehousing purpose, is it possible to access te the underlying Zoho database? If so, then how is it performed? I am very very new to to Zoho. ThanksWhatsApp for Business
i have integrated the business whatsapp messaging in crm. i cant find any button to send a message to contact . can we i have api documentation of the same also pls find attachmentUnable to mass update a specific field
Hi there, I want to mass update a field on zoho crm but im not able to as it doesnt show up. procurement list is a lookup fieldCreating a Creation Date Field in Zoho CRM's Deals Module
Dear Zoho CRM team, I hope this message finds you well. I am writing to kindly request your assistance regarding the creation of a creation date field in the Deals module. I have attempted to add a formula field using the "now()" formula, but I am unsureIntegrate Personal Telephone number with Zoho CRM
Hi Team, We need to integrate our personal telephone number with Zoho CRM system. Is that possible? If yes, how we can do it? Any thoughts would be very helpful. Thank you!CRM Custom function updating a module record shows the Super Admin user as the record modifier
Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more usefulWorking with products across modules
hello, I added the products module on related lists in the Deals and Contacts module. However, when I added products in a deal, it doesn't appear on the contact records, only under the deal. Aren't products supposed to be global across to the contacts'sSend automated email when a sales order contains a certain product
Hi, we have a custom field defined in the PRODUCT module, let's say customtype. Now I want to implement a new workflow rule which sends an email to certain people, if a sales order gets created which contains products where customtype="abc". How can I do this? Seems simple, but I don't find a way... ZOHO CRM must allow workflow rules to access the product list which a sales order contains, otherwise workflow rules are not helpful in any way.Improve Notes with Followers and Chips
Hello, We are using Notes as the main mode of communication on a record. We like this since it keeps all the information in the record. It would be great if Notes are improved with the following two features 1. Add constant followers - instead of havingCreating 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 onZoho 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. Ihow 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 betterSub-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 costNot 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 wayAutomating 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. (AutomatedIntegrating 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 aFocus 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 nestedHow 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 solvingHow 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 AndrewCross-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-screenHow 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 fieldNext 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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