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 mySearch 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 existsIs 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 associatePicklist 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 AdvanceURL 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 theFeature 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 featureIntroducing 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 theIntroducing 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. inNotes 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 canWhat 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 inQuote 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, weZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredkanban 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 theyCOQL 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 responseBest way to fetch data from potentials using NextJS?
What is the best way to fetch data from Zoho CRM Potentials using NextJS. I would like to send the potential name and get back all data for that potential to display on our app. Thanks, Rob G.Connect and create Zoho CRM widget using React.js and package the widget through "zet" sdk
Hey guys, how y'all doing? I have trouble connecting zoho crm widget with react.js or other frameworks. Could you help me with CLI instructions for setting up zoho "zet" sdk and react.js and how to package the app later to be able to deploy it locally?Create New Tasks Layout in CRM
I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!How do i email the primary and secondary address for a contact?
Ideally, i'd like to send a mass email to all my contacts and include their secondary addresses. but it seems to only send to their primary. how can i send to both?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,Trigger workflow or assignment rule from SDK Bulk Write
Hello, I've seen some discussion about a trigger parameter using the InsertRecord API call, however I was curious if it's possible to trigger a workflow or assignment rule using the Bulk Write calls in the SDK. ThanksSales Inbox shared mailbox - Best Practices
We have a sales & support team with 4 members. I'm trying to configure Sales Inbox in CRM Plus so that: 1) Incoming emails are shared between all members (imagine that someone is sick/out of the office, and other reps need to assist) 2) Outcoming emailsMapping Accounts on Google Maps
Hello, Is there a way to map accounts within Zoho? I have exported to Google maps, but not ideal. Thanks, KeithRelation name issue with getRelatedRecords
Hi, I'm puzzled because of the following. I have custom modules Participants (CustomModule5) and Departures (CustomModule1): a Contact can be a Participant in multiple Departures. Participants used to be called Passengers; it was renamed to ParticipantsGoogle Maps
How can I add google maps to Zoho. I put a new lead in and want to be able to click on a link for google maps and it takes me to that new leads address? ThanksDoes zoho have a feature that can help my sales team create a sales route?
Does zoho have a feature that can help my sales team create a sales route? This will save us time instead of having to use mapquest or google maps.Shopify and CRM products
Hi Do all Zoho Crm products sync to Shopify when using the ZOHO Shopify Extension Or is it only those products selected as 'Active' in CRM ThanksAPI WATI Error
Hi Support I would like to raise ERROR API WATI received after to configurate the API WATI. The API does not send new contact to leads despite i selected automatically creation leads option. Please contact to me very urgent Thank youGlobal Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.New in CRM: Dynamic filters for lookup fields
Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this formIntegrate Google Chat with Zoho CRM for seamless collaboration
Hello everyone, Sales is a team sport and sales reps have to be in constant communication with people inside and outside their organization. While email remains the most effective channel for important conversations, sales reps often collaborate via chat.Quick Create needs Client Script support
As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, fromUpdate quote information without having to edit or force an edit function
Hopefully I can explain this correctly!! Our quotes are created in a 3rd party system and then integrated into Zoho CRM Quotes module via the API. In Zoho quote I have some formula fields such as discount % and some aggregate fields for sub total andProgress Lines on Gantt
Is there a way to have these progress lines go under the tabs, rather than over them? It's very confusing having them over the top and crossing over tabs. Im using FS but it does them for all options.Send SMS to Contact using Zoho Sign action
Hello Zoho Community, We are trying to send an SMS to a Contact based on if a document has not been signed. We created a Zoho Sign workflow that triggers if a document has not been signed. We added a webhook to send a SMS message when the workflow triggers.Sending emails via REST API for Sales Orders with no PDF attachments
I'm trying to figure out how to use the Zoho CRM send_email API to send an email that is attached to the sales order but with no PDF attachment. The API requires me to specify a template for a PDF attachment (inventory_details, inventory_template, etc.).Use a Zoho Campaigns Email Template in Zoho CRM
I have set up some email templates in Zoho Campaigns. It would be useful to have access to them from within Zoho CRM, is this possible? If its not possible to have access to the same templates, is there an easy to way copy them, rather than having toWhere can I find when to trigger work flow
Hi, I notice in the form there was a way to select the trigger on the work flow for example the triggering on the loading of the form or user input into a field. I found the guide over here https://help.zoho.com/portal/en/kb/creator/developer-guide/workflows/create-and-manage-field-rules/articles/configure-field-value-in-form-workflowsNext Page
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Directly 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 relevantRich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatileTranslation in Zoho CRM now supports various regional languages
Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, ImagineIntroducing 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 forAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other
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Home 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 ActivitiesIntroducing 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 forConditional 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 forZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredDate not updating automatically
Im not able to call use the code below to update the field as shown in the picture, im not sure whether i did something wrong but the outcome i want is the date to show up for example as: Oct 24 2024 var date = new Date(); var formattedDate = date.toLocaleString('en-US',
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Kaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherJoin 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 helpFocus 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?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
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