Running Custom Functions on Custom Modules
Hi is it possible to run custom functions on custom modules? Also, I have created 2 custom modules with multi-select fields and a relationship module which tracks dates that links the 2, but I cannot seem to get that relationship-specific module as a related list in either module, does anyone know if this is possible?Best practice for workflow and automation
Hi, I will try to make this brief - I need to track parts that customers (Accounts) send to me and set a workflow for our process. Is it better to create a View under accounts that includes a list of products sent to me and set the workflow rules to follow a status "Pick List" field (Received, Repaired, Shipped)? OR would it be better to create a new module to track customer products and if so how do I make sure that the products are tied to the Accounts? Part of the process for each status willdifferent mandatory fields based on lead status
Hi there Is it possible to have different mandatory fields for a lead based on the status of the lead? So for example, if a lead is 'suspect' - I only need their email address, but if I want to make a lead 'engaged' I need first name and last name....? thanksIf and if statement in formula field
If(Contains('${Leads.Plan Name}','Unlimited 12/1 Mbps'),if(Contains('${Leads.Network Provider}','NBN'),${Leads.Monthly Fee},56.88)) OR If((Contains('${Leads.Plan Name}','Unlimited 12/1 Mbps') And Contains('${Leads.Network Provider}','NBN')),${Leads.Monthly Fee},56.88) To assign a value into the field, there are 2 conditions need to be matched. Can anyone help me out with the formula above?Fetching user's record
Hi! I'd like to ask if it's possible to fetch records of a specific user (Organization users) like the way a lead/contact/account can be fetched using getRecordById(). Is that possible? How?email a CRM task to task list
I want to send an email to my CRM task list such the subject becomes the task. And any way to insert the date due from the email? Or perhaps create a custom function which receives an email then creates a task out of it?Zoho CRM Managemet
We have been using Zoho for 2 years or less and have been entering all of our jobs as leads but, using the persons name as the lead contact. I am wondering, how was the program meant to work? is there someone that can call me live to discuss what the intention of the CRM program is to be used. We now have the same "lead" quoting multiple projects and we are unable to manage follow up.. I am here from Mon- Fri 8am to 5pm ESTInsight into the Business Hour revamp and Email Association with a Deal
Hello Everyone, We are here with our next round of announcements! In today's post we will walk you through two important features: 1. Business hour revamp - Presenting you this existing feature with lot more functionalities that make it even more functional. 2. Link Emails to Deal - Link a deal to its respective email to filter and view only the emails associated to individual deal. Let us take a look at each of these in detail. Business Hour Revamp We have revamped the existing functionality ofFunction-33: Create Accounts from Leads with all the data at the click of a button.
Welcome back everyone! Last week, we learnt how to send mass emails to specific groups of leads or contacts. This week, let's look at a custom function that lets you create accounts from leads with all the data. Business scenario: Opportunities come in strange ways. One day there might be no good leads, but the next day you might bag a million dollar deal. Or there might be a lot of deals with smaller figures from different leads. Either way, there's a lotta work for you. And by that, I mean gatheringTip #43: Focus only on the notifications that matter.
Hi folks! This week, let's look at how, using SalesSignals, you can focus only on those notifications which are important to you, instead of having too many of them overwhelming you. SalesSignals gives you all the important notifications you need to reach out to your leads, contacts, prospects and customers instantly. This is a great boon, as it lets you stay on top of all your communication channels. But having too many notifications, even irrelevant ones, will only: Clutter your feed Take yourLARule trigger date
In the blueprint transition section, in the task section there is a value in the "Due date" field called "LARule trigger date". What is it?Lead assignment to Accounts
Hello everyone, Our company rarely (if ever) sells directly to a lead. Much like Ford or Dodge, we sell to dealers who then reach out to the lead for a sale. All of our dealers are currently ACCOUNTS. Leads are eventually converted to accounts as END USERS (type of ACCOUNT). Is there a way to assign a LEAD (end user) to a dealer (ACCOUNT) before it is converted? RogerLeads, Accounts and Contacts
Our company never sells to end users, much like Ford or any other car manufacturer. Much like auto makers, we sell to our Dealer network. However, we collect leads (end users) through our website, trade shows, etc. Is there a way to assign a LEAD to an ACCOUNT for the dealer to reach out to the end user? Right now, I'm trying to add a lookup field to the LEADS module for "Assigned to:", wherein our internal sales team can assign the lead to either an account (dealer) or contact (again, dealer). However,Automation Requirement - Possible?
Hi there, I have a very particular requirement amongst our potential use of Zoho CRM and I would like to find out if the desired functionality and behaviour is possible and if it is, how I would go about it. Here is the requirement: Step 1 - Update Contact with specialist data from external API Upon the creation of a new Contact, populate custom fields with response from third party API (using Contact ZIP field as API GET query parameter) I have experimented and achieved this functionality via Zapier.Modules Field Types
HI. Is it possible to change the field type in a module (specifically Accounts module)? I want to change from single select to multi-select. If not, could you suggest how to go about this? Any help is appreciated. Many thanks. PhaniBringing categories across from Office 365 to Zoho- whats the workaround?
Hello, Im in the process of Syncing Contacts between Office 365 and Zoho. We currently have over 1,500 contacts on Outlook Office365 which we want to sync with Zoho. I see that we can drag the contacts from our main Outlook folder into the Outlook Zoho CRM folder (this folder was auto generated when we linked O365 to Zoho). and the following fields- email, phone, name, company all come across ok. Now our contacts are currently categorised using ‘Categories’ on Outlook, we categorise them for marketingCustomizing fields
Fairly new to Zoho and I'm customizing fields but I don't see a simple way to copy my customization to other modules versus typing everything over again. For example, if I want the fields in my Contact Module to also be in my Deals module is there a way to do this without my typing the same information twice in both modules?Copying the parent field values in the related record
Hi Team, Is there any way of copying parent field values into child records...for example: On create of potentials under an account, many field values in potential record are similar to Account record and we would like to reduce manual typing. I am aware that this can be possible via custom functions but only on save/edit of a record. Is there any customization which can be done so that the new potential form (i.e on New) under an account will have these field values pre-populated ? Regards, AdithyaZoho CRM meetups - Phase 2
Hi folks, We're about done with the first round of Zoho CRM meetups around India, US and Europe. Our second leg covers quite a few cities in The States, Europe, Australia and the Middle East. We'll also visit five major cities in Canada, listed below. These meetups are avenues for engagement with peers and product experts and a chance for you to learn to use your CRM better, explore and master its many features. We'll discuss a bunch of tips and hacks in Zoho CRM. Register through the linksHow to sum up total value from a linked module fields and display the total value in one of the field on parent module?
Hi, In sub-form, it has "aggregate field" that can sum-up value within a sub-form. How to sum up total value from a linked module fields and display the total value in one of the field on parent module which is similar to the "aggregate field" function? Thanks,SalesSignals Repetetive Notifications for same Email
I set up the Email(IMAP) and SalesSignals Channel today. First, the system only picked 1 Email from my copany email account and I got 70 notifications for one and the same E-Mail!!! which is very annoying! Please assist!!Tip #42: Customize your Business Card View for various modules
Hello folks, As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to look at a very quick and useful tip on customizing the business card view today. Tip #42 - Customize your business card view for various modules Each time you click open a record, say during a customer call or a meeting, you don't want to search the entire page for important information. That would make you look unprepared and create unnecessary pressure. The Business Card view in a record's details pageZoho CRM Pick List
Data will be flown from Third party application and will be stored in a custom module as records. These records will have product details and attributes. These products has to be displayed with in a pick-list ,with its attributes separately in CRM Deals Module Pick list products along with attributes. or Will it be possible to display the preferred products(customer a product 1,2,3/customer b product 4,5,6 etc instead of displaying all the products) only in the deals module by selecting app productcase lost/win
I have notice that in the description of our deals, icon for win/lost are the same. where is the right parameter for this? in zoho android all is ok :-)Attachment limit of email in 10mb
In the middle of 2018 do you still keep the email limit in 10mb? I can not use a tool. I can not email that is the most basic thing. If I had known before, I would not have bought it. I'm waiting for a zoho position on that.Telephony-Twilio
Is there a dial pad for Twilio integration so that we were able to make a non-CRM call?Add Sales Orders filter to Accounts
Hey everybody! Is it possible to add filters over the Sales Orders such that you can filter over ordered products / product categories in the entitity accounts? As far as I can see, there is only filters on Deals but it's not possible to filter over certain ordered products by accounts. The same question would go for the reporting. Kind regards from Munich Holger RuppWhen a task is mark completed a personal note will be added
Hi! This is what im trying to do: After I mark a task as completed, i want a form to popup, say... "Task Result" and the user will fill up and submit. Afterwards, the task result submitted will be added to the notes. I tried it with custom workflow and Layout rules, but did not succeed. Is there a way I can do this? How? Thanks so muchTrack Changes in Potential Amount
I'm looking for a way to track changes to the price of a potential after it's been sold. The stage history would be helpful if it wasn't limited to whenever the stage changed. Any ideas?import offer
Hi Folks! I need to import an offer from my CRM account to a client's Zoho One account. I've tried to do it but it show me an error message "è necessario mappare il modulo delle offerte e offerte". I take care to forms and they are the same for zoho one and CRM. There's the same problem if I try with Purchase Order. What's wrong? ThanksZoho Community meetups coming to the US and Europe!
Zoho Community Meetups - US and Europe Hey there! We are now headed to the US and Europe to meet and interact with all of you, well most of you. At each meetup, we'll gather as users, product experts, partners, and Zoho and pack in several hours of networking and valuable interactions with peers. Our primary goal for these meetups is to help you, our users, understand and optimize the use of Zoho CRM for your businesses. In the first few sessions, we will deal with interesting tips and hacks inconfidential emails showing up
at zoholics i heard lot of people asking about issue where confidential emails show up in crm after starting to use salesiq and email integration. what is the best way to avoid this ever happening to me and my clients? IP block is the only defense?Links in the emails sent by Zoho don't function
Hello everyone! I am using zoho to send mass emails, but the CTA button does not appear when the email is sent to the recipient. However, it appears and works fine in the preview. Please advise how to fix it, because we cannot start our campaign. Thank you in advance, EvgeniaCollaborate with small, focused groups in CRM
Hey folks! We have another useful tip for you this week, where you will find out how to collaborate and communicate in CRM effectively with your closed circles. Not all information that you have needs to be shared with everyone in the organization. A lot of your content and information will only be relevant to a specific group of people. If you focus your communication within this closed group, collaborating with your team becomes a whole lot easier. Feeds helps you share status updates and collaborateSegmenting using a field in a CRM custom module
For reasons which I cannot now remember, when we were originally setting up CRM, we couldn't use the normal "Industry" field. The developer created a custom module which held the industry only. Now I would like to segment our CRM data and send emails by industry (category). The CRM module list doesn't include this field, and the custom module ONLY includes this field. Is there any way I can achive this?Event Email Notifications
Though receiving a message stating that the email notifications are being sent one of my users notifications are not being sent out. The exception is when an event is being scheduled for a group created for all users. I thought this could be due to a setting but it appears all is set correctly for this to work. Any ideas?Links in buttons in emails
Hello everyone! The email templates I made using Zoho, I use buttons with links as CTA. However, in the test emails I sent the buttons do not appear. Any ideas how to fix it?Reports
Hi 1) If I have edited a report that is already part of a schedule, the report is not updated. For example, I edited a report and removed a column, but when the scheduled report was sent out, the report had not been updated. Does this mean if you edit a report, you need to delete your schedule and re-do? 2) In regards to Potentials mainly in my case, when we run a report, the amount comes across with the currency which than you can not sort by amount as it takes the currency code into consideration.Function-36: Figure out how long and how much it takes to convert a lead to a deal!
Welcome back everyone! Last week, we learnt how to close all tasks associated with a lead and create a new task. This week, let's look at a function that lets you calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. Business scenario: We all know how much work goes into handling a lead, negotiating and converting them into deals. It doesn't stop there though. From the start of interactingFields
I have quite a few field values when filtering contacts for views, unfortunately, they don't show up so I can select them so need to cross-reference excel files I used for the initial import, this is disruptive to workflow so how can I fix this?Next Page
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Zoho CRM Community Digest - February 2026 | Part 2
In this edition, we’re highlighting a few more product enhancements, along with some helpful community discussions that explore everyday CRM scenarios from automating reminders and managing lead outreach to making the most of APIs and client scripts.Zoho CRM Community Digest - February 2026 | Part 1
Hello Everyone! February has been off to a productive start in the Zoho CRM Community, with several thoughtful product enhancements and helpful technical discussions making their way into the forums. To help you stay up to speed, we’ve rounded up theZoho CRM Community Digest - January 2026 | Part 2
Hello Everyone! Here’s the second part of January’s Zoho CRM Community Digest, rounding up the remaining highlights from the month. From newly rolled out updates to thoughtful implementation questions and practical solutions, the community once againZoho CRM Community Digest - January 2026 | Part 1
The new year is already in motion, and the Zoho CRM Community has been buzzing with steady updates and thoughtful conversations. In this edition, we’ve pulled together the key product enhancements, Kaizen learnings, and helpful discussions from the firstZoho CRM Community Digest - December 2025 | Part 2
Hello Everyone! During the final weeks of December, Zoho CRM introduced updates that not only enhanced product capabilities but also offered deeper guidance through Kaizen posts. This section highlights what was released and shared in the last two weeks
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Zoho CRM Community Digest - February 2026 | Part 2
In this edition, we’re highlighting a few more product enhancements, along with some helpful community discussions that explore everyday CRM scenarios from automating reminders and managing lead outreach to making the most of APIs and client scripts.How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,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 practical
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