Strategy influencer in Zoho CRM now shows personalized prescriptions
Dear Customers, We hope you're well! We are here with an enhancement that will help add direction to your business' growth: Dynamic prescriptions for users. As you might know, Strategy influencer is an AI-powered dashboard that will prescribe strategiesDisable Subform Actions using Client Script Add Row, Edit, Delete
Currently we cannot disable subform actions such as Add Row, edit row using client script It will be really beneficial if we can disable these actions from Client ScriptKaizen #182 - Queries in Canvas List View
Hello everyone! Welcome to another week of Kaizen! We're back with another post in this series on Queries in Canvas List View. Queries in Zoho CRM allow you to dynamically retrieve data from CRM as well as third-party services directly within the CRMfield is not saving on lead
Hi, Not sure what i changed but on edit in a lead, i am inputting details and its not saving. just highlights it in yellow with no error message.Function to check frequency of customer ordering patterns
Hi, I'm no coder, so I thought I could make use of Chat GPT to generate some Deluge script to create a function that would check order frequency of our customers so that I could send an email if they go beyond their usual order pattern. Chat GPT and ClaudeConexão de Meta Ads - A busca pelo Cálculo do ROI
A empresa onde trabalho está em busca de calcular melhor o retorno sobre o investimento de das suas campanhas do Meta Ads. A zoho junto com a Google fez um excelente trabalho e disponibilizou o cálculo desse retorno de forma maestral com o dashboard abaixo.Enable Filtering by Notes in Accounts & Other Modules
I noticed that we have the option to filter by notes in the Contacts module, which is great. However, in our company, we add notes specific to an Account, and currently, there's no option to filter Accounts with notes. Can this be enabled? It would alsoA fresh interface and functionality improvements for Zoho CRM's data sharing settings
Data sharing is essential for maintaining proper access controls in your CRM. Whether you're setting default permissions or defining custom sharing rules, these settings determine how records are shared among users, roles, and groups. Previously, navigatingHow can I ensure that emails sent and received in my Policy module also appear in the associated Account module under "Emails" ?
I'm working with ZOHO CRM and I have separate Policy and Account modules. Currently, when I send or receive emails related to a policy, they are stored within the Policy module. However, I want these emails to also appear in the corresponding AccountUnparsable Date when hour side is 02
So this is a crazy error I am getting. I got this one 1-2 years ago as well, and specifically added conditional clauses to workaround that. But now I would like to create a topic and see if anyone else is getting this error. Here is how it goes: We haveCustom module system name
Is there a way to define custom module system name? Currently it's something like `CustomModuleX` This is different to API name or display name.There is no opton to download the Active User list in Zoho CRM Of users
There is no opton to download the Active User list in Zoho CRM of UsersRejected Accounts still listed for Deal
Hello guys I have a approval process thats validate the Accounts in CRM The issue is even when a account is rejected you can open a deal with it It's not supposed to appear in the lookup field or the approval process become pointless Can you guys helpWork Flow Rule by Updated Field Not Triggering.
We have a work flow rule that triggers when we change the owner of a lead. It sends an email to our customer services to let them know who has been given the lead. If we edit each lead individually then it works but if we mass change owner from a lead veiw then then rule isn't triggered.. Why is this and am I missing something here? ChrisIssue with Zoho CRM DELUGE Search – No Results Returned
Hi, I’m trying to run the following code, but it returns nothing. I have 4 records where the Next_Date field has the value "OK". I tried changing the date format to different types, like "2025-01-01", but I still get no results. Can you help me understandExport data from Zoho CRM to MySQL database
Hi all, Has anyone been able to export the whole Zoho CRM Database to MySQL or any other database by using the Zoho API. So far all tools such as Skyvia, Devart, CData are failing to do the job for me, as they are exporting only the zoho crm modules.users api
Hello, I'm using the following in a custom script: response = invokeurl [ url :"https://www.zohoapis.com/crm/v2/users?type=AdminUsers" type :GET connection:"zohocrm_users_read" ]; It successfully returns some user data BUT not all the fields listed here: https://www.zoho.com/crm/help/api/v2/users-examples.html#get-admin-user For example it returns "signature" for me, but not for all my other admin users, who all have a signature in place. Can you help please? Regards, SimonCustomization of "List Price" naming convention
Surely this has been brought up before, but does Zoho plan to allow the customization of the List Price field? For example, the ability to rename to: Sell Price Sale Price Market Price Ticket Price etc etcAdding Default Module Image into mail merge field
As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevantDefine Tab Order
I would like the ability to define the tab order when editing or creating a new record. The only option now is for tab to go from left to right to left to right all of the way down the page. I would like to define the exact order the cursor will move from field to field. At the minimum, for a two column layout, I would like to tab down the left column and then down the right column. This actually does happen in the Contact record when you get to the mailing address section so I know it can be codedProblem with currency field in Zoho CRM
Hi Guys Zoho Books has a feature in currency fields that automatically converts decimal numbers with commas ( , ) to period format ( . ) when pasting them. For example: R$ 2,50 --> R$ 2.50 Is this behavior available in Zoho CRM? I couldn't find any configurationHow to Add a Contact to a Campaign Using Deluge Script
Hi ZohoCommunity, I need help with adding a contact to a campaign in Zoho Campaigns using Deluge script. Specifically, I want to automatically add a contact to a campaign when the campaign name field in the contact information is filled. This field isBest way to handle email sharing in CRM for safety
Hello :) We have CRM+ and are configuring email sharing. We have gone for the public sharing with blocked domains for our company emails, and other companies who may email with private information. We have some contacts in the business who have a normalRe-assigning a user account
I’d like to reassign an existing Zoho One user account (for a member of staff that is no longer working for the company) to a new member of staff that is joining the company. If I do this will we lose the emails associated with Contacts in the CRM forSubform Bug during Approval Process
If a field is editable during the waiting stage of an Approval Process and a record is modified, the subform glitches. Steps to reproduce: In the Approval Process, allow a field to be modified while waiting for approval. Edit the record during this stage.How to get Created Time of a Record in Client Script
In the record details I can see created time under the Created By I am trying to get the Created Time in the API Request var id = $Page.record_id; var res = ZDK.Apps.CRM.Price_List_Item.fetchById(id); log(res.Created_Time); In the JSON Response I cantOne to many relationships
Hello, I am not finding the tool for relating multiple contacts and/or multiple companies to one contact or company. e.g. Bob Jones (individual) Jones Company (company) as primary contact/company I want to be able relate Sarah Smith, Jane Doe, Steve SmithLevenshtein Distance in Zoho Deluge (Because Why Not?)
Ever wanted to run a Levenshtein Distance algorithm inside Zoho Deluge? No? Me neither, but I did it anyway. I built a fully functional fuzzy matching system inside Zoho, brute-forcing a dynamic programming solution using Maps and recursive list generation.Homepage not assignable to group
Multi-select pick list "Combo Box"
I would like to suggest a new field type (or upgrade to existing type), the combo box. This is a single or multi-select pick list that includes the option to type your own entry into the field via a text field. This could be achieved by appending an "other" option to the field options; once this option is selected a text field would appear that allows you at enter your own option. This option would then be added to the select list once saved. This means standard users have the ability to add newWorkflow to auto close Open Deals after 7 days?
I want to set up a Workflow to Automatically close Deals as Lost after 7 days from their created date, (Regardless of activity or not) I am new to Zoho however I read 2 different ways to do it. 1 required to create a custom Date field and the other lookedZoho CRM Error message #2 : Fixing [Invalid Credentials] and [Authentication Fail] while configuring IMAP
Hi Everyone! As a part of our Zoho CRM Error messages series, we're going to focus on couple of error messages that you might encounter while configuring IMAP and ways to resolve them. These are: [Invalid Credentials] [Authentication Fail] The annoyingWhy can't you make a layout rule based on a lookup field?
Hello :) I am wanting to build a layout rule based on the selection of a lookup field. I have 3 fields that I want to hide for all options, but only show one if the lookup is one of the 3 options needing the extra field. It doesn't seem to give me theWhat to do with Leads coming in from an existing Account
Hello We have an integration with our webinar/content host and any new sign ups come as new leads in Zoho It's not impossible for these leads to be working for an existing account, just someone we have yet to interact with In this scenario, would we keepApple 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.Zoho Marketing Automation Cannot Sync Lookiup Fields
Hello all, It seems that Zoho MA cannot sync Lookup fields from the CRM. Can you confirm if this is the case? Is there a workaround? Do you know if Campaigns can sync with custom modules and also with Lookup field in the CRM? Thank you!What are the consequences of renaming a picklist value?
What are the consequences of renaming a picklist value?Difference between the 'field_read_only' and 'read_only' fields exposed by the Fields Meta Data API.
The API documentation describes the 'field_read_only' field to indicate that a field is read-only always, implying that no user can ever get the write access for this field. The 'read_only' field's description states that its value can change dependingAtualização que agora me lascou!
Bom dia a todos! Recentemente a Zoho lançou uma atualização que permite edição do Subformulário de Itens Cotados na página de detahes do orçamento. Isso está acontecendo demais minha vida pois tenho várias funções nas quais o gatilho de funcionamentoURGENT Need to Change/Revert the Home Currency!
Hello, My colleagues in Germany somehow changed the home currency from US$ to Euro as they were exploring the system for their potential use. Now I have over 600 potentials from the US with data in Euros. What I could find in the help files regardingNext Page
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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 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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