Email > "IMAP - Inactive" notification: Notify Admin when disconnected
Is there a way for an admin to get automatically notified when a connected email account becomes disconnected? For example: We use gApps for email and have connected it to the CRM. Sometimes, these email connections need to be re-authorised and the connection
CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
CRM 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,
Linking an email to a Contact when the email is sent in deluge via sendmail
The "to:" address in this code is a CRM Contact. Email address is forced unique in CRM This sendmail gets sent via a workflow which is in a custom module. It works, except that the outbound email does not appear (i.e, get linked to) the Contact such that
Custom module in Portals won't edit
I have a custom module but Portals access users can't edit it. They can create and delete though. In the Portals settings I have Create, Edit and Delete set turned on. Anyone know what this could be?
Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
Convert Leads to Deals in Portals?
Is there a way to convert leads to deals, like the main program does? It doesn't seem to do it in portals. It seems a bit pointless having it.
CPQ Quantity suggestion does not allow multiple products
I have come across an issue in the CPQ Product Configuration. I want 10 products to trigger the suggestion of an additional product via the quantity in quoted items function. However, when specifying the configuration, I am only able to choose one base
Change default "Sort by"
Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize the second option of "relevance" as the sort by default and not have to change
Font Size 11 - Zoho CRM Email Templates
Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email
Field value permission to set for automation to work as expected?
I would like confirmation on the CRM software behaviour with the following configuration. A while ago I had discovered the solution by trial-and-error and now I don't remember what the conclusion was. I have a picklist field in the layout that I only
Default view in Email on Company Module
Is there a way to default the view on the COMPANY module to be "Emails Associated with the Related Contact" it is extremely frustrating to have to swap it every time. This is fairly new - it used to have it defaulted differently
Kaizen #111 : Set default values based on Page Layouts using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, let us discuss how to set default values for fields based on different layouts using Client Script. In this Kaizen post, What are Page Layouts? Client Script is specific for
YET ANOTHER BUG: Client Script Flyouts no longer acting like Flyouts
As per https://help.zoho.com/portal/en/community/topic/kaizen-157-flyouts-in-client-script one of the key benefits of a Flyout over a Popup is the ability to move it around the page. This no longer works. The "width" and "height" configuration settings
Does Client Script work on Zoho CRM Portal?
Hi ! I create a new module to use at customer portal. But Client Script looks not work. Please help me clarify, thank you!
Translation in Zoho CRM now supports various regional languages
Release status (Last modified on January 2, 2025): This feature is currently available for all users in enterprise and above editions, across all data centers. Hello everyone, Imagine a multinational company with teams spread across various regions, each
Add multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
Last Name / First Name
Hello , My company adds contacts on a "Last Name , First Name" basis. We've noticed that when viewing accounts there is no " , " (comma). It's VERY misleading. I have set the custom view to show "last name" "first name" instead it joins them both and
Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management
Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since February
Is there a way to force a page refresh after changing a Subform via Workflow / Function?
I have a workflow which triggers a function, and in this function i am changing the values of a certain subform. The changed are only visibile when i manually refresh the page and this is a no-no for my use-case. When other workflows, that change certain
Client Script event on any field of a Detail page
Hi everyone! I'd like to trigger a Client Script when a user modifies a field - any field - from the Account Details page, how can I do this? I don't want to trigger it on a specific field, but on all of them. Thanks in advance!
Add blueprint buttons to listview and kanban
Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appear
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
Trigger a Workflow Function if an Attachment (Related List) has been added
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger
CRM Multiline Field Spacing Bug
If the text in MultiLine field is changed through client script, the spacing isn't reset and we get a lot of empty space Screen Recording is attached that shows the problem
Kaizen #63 - Layout Rules in Zoho CRM
Hello and welcome to another week of Kaizen! This week, we will be discussing Layout Rules in Zoho CRM. If you need to modify the layout of a module based on user inputs, or to show or hide sections based on the value of a specific field, we have got
Customer Success Pipeline
Hello all, currently, we are using Leads -> Deals Pipelines to manage our Sales. So far so good. Now, we rely heavily on activating dormant clients and nurturing active clients into ambassadors, or cross- or upsell active clients. I can't wrap my head
Housing Leads and Existing Customers
We are a Software as a Service (SaaS) company offering subscription-based services. Our customers include individuals, businesses, and resellers who market our software to their clients. Currently, we use Zoho CRM solely for leads/deals, but we would
Simple 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 Name
Accessibility in Zoho CRM: Not just a feature—a way to empower
For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that
Solution for setting up header and footer in a template
Hi all, Emon need for business, I have long searched the forum and also how to put in my quote and my bills a header and a footer. And finally, I have an other working stream elements allowing me to meet my needs ... Given the number of people seeking the same thing as me, I say it might be good to share my discovery. It's simple and easy to implement First, start by adding the beginning of your HTML the following: <style> html {margin: 0;} body {margin: 0;} div # printhead { display: block; position:
Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters The Cross-module filtering enhancement is now available to all CRM accounts in the following
Deals sync for Campaigns or Marketing Automation...
We are looking to create a marketing campaign based on a custom "expiration date" field inside our DEALS module. We are open to using either CAMPAIGNS or MARKETING AUTOMATION but haven't been able to get either platform to sync the specific fields we
Sheet View for Reports
We often need to filter our contacts in a way that is too complex for Custom Filters (which now allows filtering by Related Modules - amazing! - but doesn't allow for an *OR* relationship between the multiple filters) or Custom View (which does not yet
Multi-currency in Zoho CRM Forecast and Reports
As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales
Zoho's biggest issue is unaddressed - Slowness
I am sure most people reading this post also experience the very slow response times of Zoho CRM. If you read the hundreds or thousands of posts on the topic...you will see that Zoho tries to take each poster offline to solve their problem as if it were a web browser tuning issue. It is not a web browser tuning issue, it is very certainly a symptom of not purchasing enough server infrastructure (whether its the IP pipes, Disk I/O, Server I/O I don't know) which is probably a symptom of not charging
Is the a way to show the actual Zoho Books Invoice in Zoho Crm Deal ?
Im currently using the following code to create deals and tasks based off a new quote in zoho books, the problem is the quote is created under Accounts in CRM in the Zoho FInance Module, so when the deal is created it does state the amount of the quote
Apple Messages for Business in Omnichannel communications?
Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.
Google ads - zoho crm integration problem
dear zoho team we were starting to use google ads integration with zoho crm years ago. but till April there was an error. we can see GCLID in zoho crm but we couldn't get any information from google ads. (keywords campaign name etc) is there any problem
Changing Default PDF Name
Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?
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