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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 Mul...
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Hi, Please guide how to change menu bar from vertical to horizontal
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Hello, I was wondering how you forecast revenue as a SaaS? Because my LTV moves all the time and I was thinking of updating the amount of each deal in the pipeline according t...
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  • 1 day ago
I am creating a kiosk to build a new product. The Create Record method does not have the Products module as a choice. What is the procedure to get the Products module into thi...
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As a low- to no-code user and no funds to budget, there are so many options to choose to get my work done and when I start thinking about workflows for people other than mysel...
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Posting a payload to the URL of the API Key invokes my function, but I can't access the POSTed payload data inside my function. I have confirmed that a payload is being POSTed...
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In every sales organization I've been, the flow of information has followed the same path: RFQ received from customer Quote sent to customer PO received from customer Sales Or...
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  • 17 days ago
Hi Guys  Is it possible to use fields from the cases module within the word mail merge ?  I dont see this option in the word mail merge application. Thanks  Chris 
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Dear Zoho Team I'm looking at associating a Potential with the various Purchase Orders that are issued to Vendors for that specific Potential.  This would be of tremendous use...
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  • 22 days ago
Hi everyone! We're building a Widget with zoho-extension-toolkit, how is localization supposed to work? "zet init" created a translations/en.json file, but what should go insi...
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Dear Team, I hope this message finds you well. I have created a custom model in the Zoho CRM Sandbox account and am currently adding records to it using Python. While I am abl...
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I am trying to create a generic function that I can use to update a given field with the name of the user and a given field with a datetime. The purpose of this is to have a h...
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Hey, is it possible to show an iFrame of a related list like this inside of a Blueprint transition?
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Hi there, Currently i am creating an email template that is able to pull the data from notes field in estimate module and email it to procurement team where they will be able ...
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I'm working on integrating ZOHO CRM API with USM anywhere. USM anywhere supports only a few timestamp formats. the current timestamp format( yyyy-MM-ddTHH:mm:ss±HH:mm) is not ...
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Is it possible to set a display mask for a number/currency field using Client Script or customization? I have custom fields that I would like to keep the decimal places for ca...
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Hi  Is there are plan for making Custom Links available in the Zoho CRM Android App? I can't see them being added? Thanks Gene
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  • 2 months ago
How to reorder Kanban View Columns in All Layouts? The picklist values are in another order than visible in this view, which is the same for both layouts.
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Is there a way to see if someone opened up your email? Or to see what they clicked on it and/or if they forwarded the email to someone else? I'd be nice to have access  to tha...
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Hello, I am looking for feedback and ideas from the Zoho CRM community regarding my dilemma . . . . our sales team uses the mobile app daily to conduct their business. Each re...
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