Error: Unable to save integration in Desk
Hi, Problem here. When I try to integrate Zoho CRM with Zoho Desk, I get an error when saving: Unable to save integration in Desk. See print screen below. I'm selecting the right accounts and fields, so not sure what's going wrong.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 changeCan Zoho CRM JS SDK Send Notifications, Create Tasks & Calendar Events?
Hello everyone! I’m just starting to explore this topic, so please excuse my beginner-level questions! Is it possible to use the JS SDK (https://help.zwidgets.com/help/latest/index.html) to: Send messages (signals, notifications) to specific employees,Button on Deal screen to automate changing deal dates?
Hi I spend a lot of time working with our accounts managers here moving deals around the calendar, qualifying things etc. I'd like to have an easy way to change the closing date on a deal, from the deal screen table, rather than either click in to theAutomatic Display the Price from CPQ
Is it possible to display the discounted price from CPQ that I created for my customer? For example, when the customer selects Product A, instead of showing the default price, it should display the discounted CPQ price.Error when using fetchById in Client Script
When using client script when creating page (onLoad), I suddenly getting error "Cannot read properties of undefined (reading 'Accounts')" when using: var account_details = ZDK.Apps.CRM.Accounts.fetchById(account_id); I'm getting this error whenever tryingZoho CRM to Zoho Projects Workflow {"error":{"code":6831,"message":"Input Parameter Missing"}} connecting
void automation.Untitled_Function(String ProjName) { resp = invokeurl [ url :"https://projectsapi.zoho.com/restapi/portals/" type :GET connection:"zohoprojects" ]; info "Portal API Response: " + resp; portalId = null; if(resp != null) { if (resp.containsKey("portals"))Multi-column sorting
Is multi-column sorting a planned feature for CRM? We are needing to sort by one column and then subsort by another column. I am just wondering if there is a planned feature that will allow this?Task reminder with custom function
Hello! I am trying to create a custom function to add a task. With you guys helping, I could create a function but I could not set the reminder. Anyone knows how to add a reminder? Thank you for your tips!Add a Calender view in Zoho CRM
I would like to ask if it's possible to add a calendar view to a custom module in Zoho CRM. Is this feature planned for future development? It would be extremely helpful for us. I’d like to allow my users to view the data visually in a calendar layout,Make the edit fields hover in Canvas View look the same as the Detail Page
The edit field UI in the Canvas View is not consistent with the standard detail page UI. For some modules we have Canvas views, for some we don't. We don't want it to look differently. We want it to look like one system.How to know number of days between Deal Stages?
Hi Team - how do I know the number of days between Deal Stages? I have a Deal blueprint and I want to know the number of days it takes the Deal to be on Stage 3 to Stage 8? I can't seem to create a report for that. Our Deals have 11 Stages and our Purchasing department is in charge of Stage 3 to Stage 8 and I want to know the number of days it takes for them to complete their stages?How To Change Open Activities View in Canvas?
Hi all, I want to have my open activities have this view, but I cannot see how to make it look this way in Canvas. Not only that, but there isn't a way to rearrange the Standard view in Canvas, either. What I want (this is in the Standard layout): WhatQueries in Custom Related Lists
Hello everyone, We hope you’re having a great day! A while ago, we introduced Queries in Zoho CRM to help you dynamically fetch data from CRM modules or even external sources—right within your CRM interface. Many of you have already used Queries withMass emails - Allow preview of which emails will receive the email based on the criteria
Feature request. Please allow us to view and confirm the exact recipients of the mass emails based on the criteria we've chosen before sending. It can be quite sensitive if you send the mass email to some wrong accounts accidently, so it would be greatCustomers not receiving emails
So, a little backstory, we have been using Zoho Forms for the past eight years. And when we initially started, we would have email notifications be sent from inside Zoho Forms after a submission. We recently started using Zoho CRM as we wanted a betterSum Total of various fields in child module and add value to parent module field
Hi! Having trouble with a custom function, im trying to calculate the total of all the rent and sqm fields of our offices in Products module and have them transfer to the parent module Location. The API names are as below: Child module Products = "Products"Mails to Deals
Hi everybody. We are using ZOHO CRM connected to ZOHO Mail and we have a big trouble, which our ZOHO partner is not able to solve. Zoho CRM automatically connects received emails to last edited live Deal of the same Contact. For us this logic is veryGoogle Drive
How to add more modules in google drive as I don't want Zoho space? TIAWorkdrive connection in Zoho CRM not working
Hi, in https://crm.zoho.com.au/crm/orgXXXXXX/settings/connections i have set up the connection for WorkDrive which is pretty much setting up the name and the scopes. But I get "WorkDrive API test response: {"errors":[{"id":"F7003","title":"Invalid OAuthIntegrating Zoho CRM with Quickbooks Enterprise?
Does anyone have any experience of integrating Zoho CRM with Quickbooks Enterprise? The Zoho pages refer to the Quickbooks Premier edition, and I wanted to know if the same works with the Quickbooks Enterprise version.Basic Lookup Field Update Function
Hi! So I have no idea what I'm doing in Deluge but I need to get a custom function to run On Create or Edit that sets the value of a Lookup Field based on the contents of another field. Seems simple enough, but I have looked through dozens of other similarSyntax for <criteria> field in zoho.crm.searchRecords() function when the value to check against is a variable?
I want to search for records in the Tasks module whereby the value of a field (called field1) matches the value stored in a variable in the Deluge script (called variable1). From the sample code in https://www.zoho.com/deluge/help/crm/search-records.html,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 numbersPossible to reorder Pipelines position?
I have multiple Pipelines and want to reorder their positions, so that in the Deals module record for the Pipeline field, I have them ordered in a certain way. Is there a way to reorder the position of the Pipelines without deleting existing PipelinesUnable to delete Attachment on Modules/Record
Hi Team, Could you please check the backend. Looks like today, CRM decided not to allow deletion of Attachment on Modules or Records. No error message but when you click Delete > Move to recycle bin, nothing happens. Please fix ASAP.Filter Multi-Line Properties with Plain Large Text
To be able to filter fields that feature Plain large text, I am only able to filter on plain small text when you offer 3 separate options.Update date field from one module to the another
Hi, I have a module called "Cargo". In this module there is a date field called "Fecha ETA". Api name = Fecha_ETA I have another module called "Deals". In this module there is a date field called "ETA 2". Api name = Fecha_Madrid I need to create a functionOne user multiple access?
Hi, I want to know if t is possible to have just one Zoho account for the business and have multiple users access this at the same time?To be able to create a report sub folder
Hello Can we request the ability to create subfolders in report folders.Default Lookup Field Value based on Picklist
How do I change a lookup field value based on another field's value, while creating/editing a record using form? I have a picklist of different types of Loans. For example: PPP, EDIL, Term, etc. When I create a record using the form, if I choose PPP fromHow to add a discount (percent %) field?
My particular case it’s regarding the “Opportunities” module. I’ve created a subform to calculate the value of the opportunity, and now I’d like to include a discount field in the form of a percentage. However, no matter how or where I add the "percent"Kaizen #189: Manipulating Multi-Module Lookup (MML) Field using Zoho CRM APIs
Hello everyone! Welcome back to another week of Kaizen. In this post, we explore the Multi-Module Lookup (MML) field in the Appointments module of Zoho CRM. You learn what an MML field is, how it works, and how to use it with Zoho CRM APIs. Table of Contents:Custom View Row Limit?
Is there a way to view more than 5 rows on a "Custom View" component on a user's homepage? I didn't see an option when creating or editing it. I'd like to be able to show the users 10 tasks at a time if possible.Unable to import canvas template to canvas forms
I'm unable to import exported canvas template to canvas form, the canvas form not recognizing the template code plus the canvas import prompt title is (Create your own form page) instead of import, find the attached screenshot Please adviseZoho CRM Outlook integration: no option showing up even after installation
I followed the instructions on this page to install the add-in: https://help.zoho.com/portal/en/kb/crm/integrations/microsoft/ms-outlook-add-in-for-zoho-crm/articles/outlook-add-in-for-zoho-crm#Understanding_the_add-in But I don't see the options in OutlookChanging 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?Any Companies using HubSpot for Marketing integrated to Zoho CRM ? - Looking for Feedback
Our company is using HubSpot for Marketing looking at moving from our presently working Z-CRM to hubspot for CRM. I am looking for any companies that are successfully integrating HubSpot Marketing functions with Zoho CRM. Upsides/Downsides/Effort/etc.Custom Function to Format Phone / Mobile numbers in Australian Standard format
So I got sick of phone numbers being formatted incorrectly and Zoho not doing anything to standardise phone numbers to meet E.164 formats. So I went and coded my own function to fix this. And figured I'd share with the community This is specifically forWe need customizable sub-form layouts
Currently, we can arrange sub-form fields only in a single row. The single row layout means salespeople must horizontally scroll to uncover information. As a result, salespeople cannot see all of the relevant information simultaneously. The administratorNext Page
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Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversZoho CRM Community Digest November 2025 | Part 1
Hello Everyone! Here’s what came through in the first half of November: new updates and a few helpful community discussions with real, notable solutions. Product Updates: Android App Update: Inctroducing Swipe Actions You can now swipe left or right onAuto-Invite Users to Portals in Zoho CRM based on Conditions
Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users toRich Text For Notes in Zoho CRM
Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By usingExciting Updates to the Kiosk Studio Feature in Zoho CRM!
Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
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Zoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everythingHow to restrict user/portal user change canvas view
Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world withUsing a CRM Client Script Button to create a Books Invoice
Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on theCan I execute two 'functions' when completing a mail merge from CRM?
Hi, I have set up a mail merge from CRM Deals to a template. I want a copy of this to be saved in Workdrive, and then a copy also saved back into the deal record from which the merge occurred. I can do both independent of each other, and managed to get
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Presenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
Update : Zoho CRM For Everyone's Nextgen Interface gets an upgrade! Hello everyone, We’ve updated the Zoho CRM for Everyone Nextgen interface based on your feedback. The UI is now simpler with a unified sidebar, a more visible global search and featuresGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesCreate and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standardKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.
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