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thanks for the care from you every time. I have a question about ZohoCRM's portal feature. Products are displayed to the customers invited in the standard portal, but the prod...
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HI there, I dont know if this has been asked or answered before as i couldnt find it on the forums. Issue: when a new case is raised, it goes under case tab and everything is ...
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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 doe...
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in zoho crm, client portal, how to only show the active products?Thanks
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Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated ...
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Currently our client portal only shows items for that specific person that is logged on to the portal, we want the current logged user to see all items for that user's company...
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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 s...
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Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit...
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Hello. Supporting "File upload field" in the "Field Update" actions would be a great addition to Kiosk Studio. I would appreciate it if you could evaluate it. Saludos,
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Hi, As much as I like canvas, when adding in a asection with related lists,it doesnt mimic the same functionality as the standard view within the CRM e.g left hand panel will ...
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When in a list view and filtering by an input text field it would be a lot more helpful to have the default criteria be "contains" instead of "is". The "is" criteria is too sp...
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Hi, I need to provide users with filters (such as period) in the dashboard components. For example : today revenue, week revenue, but also a specific period revenue. The only ...
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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 thei...
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We are looking to utilize Zoho CRM portals in the near future. However, we were told by chat support that Zoho CRM Customer Portals does not currently support SSO. This is ver...
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this is a follow up on the infamous filter on the lookup field story. has anyone got a practical tip how to query records with a filter on related records' values? here is my ...
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Hi, I'm searching teh CRM and ZIA Search for data that i know it is in a subform and the search does not find anything. Is subform data even indexed? Is it possible to search ...
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Hi, I am a new Zoho CRM user, checking out its potential. I have created accounts that have multiple contacts associated with them. I want to allow one person to be able to up...
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When I try and bulk update existing contacts by importing an Excel file. On the final step, there is a prompt to associate a tag to the import. The problem comes in that when ...
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Does Zoho CRM support Arabic Language yet or not? i want to use zoho crm but i need An Arabic version is there are an Arabic version ? Moderation Update: I'm locking this post...
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Hello there, Is there any ways to filter(search) Contact info by using subform info? I am trying to manage my customers info in ZOHO CRM. My customers are mainly families so I...
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