Rollup summary for custom module
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 does not support custom modules tough and this post aims to track such featureNot Overwrite Last Name
I need to upload some contacts to Zoho CRM which already have a last name in the system but in the file I'm trying to upload some of the contacts don't have the last name, so I've added the "-" in the last name field. My question is if there is any wayAutomating Lead > Deal
Hi! Context: I'm trying to automate a flow that does the following: 1. (Automated) New lead created in Leads module. 2. (Manual) "Lead Source" changed to "inbound registration" - We do this manually to have some control over who enters a Cadence. 3. (AutomatedIntegrating with 3rd party app
Hello World, I have recently signed up for a Zoho. I have reasonable experience in SFDC and I trying to apply my SFDC knowledge to Zoho. Problem: I am trying to integrate a couple of 3rd party apps into my Zoho CRM custom module. It seems there are aFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Conditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help.Formula Error with IF Fuction
Hi, I want to create formula field to calculate payable amount based on payment terms chosen, when I tried with the if condition, it gave syntax error. if(${Deals.PaymentTerms}='Quarterly',${Deals.Amount}/4, ${Deals.Amount}) In fact I want to use nestedHow do I ... determine when a campaign member's status changed?
Is there a way to tell when a contact's member status was modified for a given campaign? I'm using two Campaigns to divide contacts up into two piles - one for receiving a welcome by email and the other for receiving a welcome by postcard. The email and postcards are processed currently outside of Zoho CRM. When done, I update the member status from Planned to Sent. Rinse and repeat every week. Now I have two piles of "Sents" and can't tell which week who got what. Perhaps instead of solvingHow to Print the Data Model Zoho CRM
I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks AndrewCross-screen field support with conditional rules in Wizards and a new "back" button for easier navigation
Hello everyone, We're introducing cross-screen field support with conditional rules in Wizards! Previously, conditional rules were limited to just one screen, which forced users to create extra fields to link information between screens. Now, with cross-screenHow do I create a time field?
I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a fieldTry to help customer cancel Zoho CRM but cannot cancel from manage subscription page
In your own documentation you show how a user can cancel their Zoho CRM subscription. -> https://help.zoho.com/portal/en/kb/crm-plus/admin-guide/subscription-information/articles/cancel-subscriptions But for my customer, there is no "Cancel Subscription"Zoho CRM in Microsoft Power Automate Custom Data Connector
Hello, I have set up a custom data connector in Microsoft Power Automate. It is a connector to retrieve Zoho CRM data. I am pretty certain that I have entered the OAuth 2.0 authentication information correctly. However when I test the Get request https://zohoapis.com/crm/v2/leads.KPI comparer nombre affaires ouvert entre deux périodes
Bonjour, Après beaucoup de réflexion, je n'arrive pas à trouver une solution à mon problème: j'aimerais pouvoir comparer le nombre d'affaires ouvertes (et aussi en fonction des étapes) entre plusieurs périodes. Par exemple, j'aimerais savoir combien j'aiDeals to Calendar
There are questions about this over 7 years ago in various forums. Still nothing as far as I can find. In the CRM I have added a start date / time and an End Date / time to the module. This now serves are my upcoming events. I need to be able to showHow to copy/put field value (currency type) from module to a corresponding field within its subform?
Hello there, I have a currency field in a custom module. I would like the value within this field to automatically appear within a corresponding currency field in the custom module's subform to use it in a subform's formula field - see attachment. ThatDefault Sorting on Related Lists
Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'createdGet a records attachment to show in the list view?
Hi, I have a custom module called CP12/Services and then I have a zoho form that when filled by myself sends all the info inputted to all the fields in "CP12/Services" module and it also attaches the PDF sheet as an attachment.......I'm trying to findAllow "add new" option to picklists and multiselection fields from add or edit pages
Hello zoho, please insert an add option (ie +)sign) to pick and multiselect fields so we can add new options while entering or editing records. For example. in my lead module, while adding a new record, I realized I had a new lead source. I went to mySearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company existsIs it possible to set create deal checked by default when converting a lead?
In our company whenever a lead is converted we make a deal. It is a pain to have to check the box every time. I would prefer if it was just a default behavior and the box wasn't even there. But it would be fine if the box could be checked by default.Different Buttons for Different Lead Layouts
Hello all, I can't find this question having been asked before. I'm looking to have three buttons at the top of the page. The first would say "Create XXX Lead", "Create YYY Lead" and "Create ZZZ lead" with the letters representing our three products.INVALID_TOKEN message when associating project to a deal
Hi Please can someone assist with this issue I am encountering using this Deluge script in Zoho One? This script successfully creates a new project in the projects module when a deal is won in CRM. However the second part of the script is to associatePicklist Other
When making a picklist is it possible to have a field called other, which then you must specify what the other is? Is there a better way to do this rather than having a text field below the picklist called "If Other Please Specify"? Thanks in AdvanceURL format for objects in different DC
Hi there, I'm currently working on supporting multiple DCs. While everything works as expected, there is one problematic topic - I am displaying a link that user can click and it will open object in Zoho CRM - i.e. Account. So war, I've been using theFeature Request: Dark Mode
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 their theme colors. I think this should be easy to do and it is a very popular featureIntroducing Data Model for CRM
Hello everyone! We are thrilled to unveil our latest feature, the Data Model! Data Model is your ultimate visual guide to understand and master your CRM's data structure. What is the Data Model? Data Model gives you a visual representation of how theIntroducing the Voice Recording field in the calls module
Last modified on July 11, 2023: Voice recording fields will have the record-playing component only if your telephony vendor supports call recording as a part of the integration with Zoho CRM. For cases where they don't, the field will be empty and locked.Company Logo Image Appearing Large and Pixelated in Event Invitations
Hi everyone, OK, Zoho Premium Support have tried to help on this one, but we still can't find a solution. So, I need your help, please. I have set-up my Company Logo correctly using the dimensions 190 x 65 px. As per: https://help.zoho.com/portal/kb/articles/how-do-i-upload-my-company-logo When sending Event initations by email and the receipient is an Outlook Desktop App users, the Company Logo in the email appears large and pixelated. Like this: But when viewed in Outlook in Office 365 (i.e. inNotes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canWhat to do with a Contact when they Leave an Account?
I have some contacts in my CRM that have been flagged as no longer working for the Account they were associated with. What's the best way to deal with those contacts in order to preserve the history associated with them within the record. Flag them inQuote Related List to Embed Third Party Apps
Pretty surprised to learn that this functionality doesn't exist on the Quote record. We need the ability to embed third-party apps via iFrame on the Quote record to integrate systems (https://developer.box.com/guides/embed/box-embed/). For example, weZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredkanban view for client portal
Are kanban views an option for client portals? Access to Kanban views in the client portals would solve some mobile-compliant issues I have with the UI. Kanban functions very nicely on mobile and would be a super asset for my clients and vendors as theyCOQL parsing error
Dear ZOHO support! I had a similar problem a few years ago, so I hope that you will help me. I've got an error for the following COQL query: `select $se_module, Trigger FROM Events WHERE (Created_Time >'2024-10-01T04:00:00Z') LIMIT 200`. The error responseBest way to fetch data from potentials using NextJS?
What is the best way to fetch data from Zoho CRM Potentials using NextJS. I would like to send the potential name and get back all data for that potential to display on our app. Thanks, Rob G.Connect and create Zoho CRM widget using React.js and package the widget through "zet" sdk
Hey guys, how y'all doing? I have trouble connecting zoho crm widget with react.js or other frameworks. Could you help me with CLI instructions for setting up zoho "zet" sdk and react.js and how to package the app later to be able to deploy it locally?Create New Tasks Layout in CRM
I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!How do i email the primary and secondary address for a contact?
Ideally, i'd like to send a mass email to all my contacts and include their secondary addresses. but it seems to only send to their primary. how can i send to both?Handling tenders as an opportunity / entity
Hi all We deal with lots of public service tenders. These are essentially Deals for Leads but with custom stage names (very formalised) and also custom fields and structure. Is it possible to create a new entity in the Zoho database, perhaps with Creator,Next Page
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Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatileRebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elatedCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
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Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
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Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
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Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
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