Prevent subform editing on a module's detail's page
Hi everyone, We would like to prevent any editing of the subform data in the : Create page Edit page Details page (as subform editing is now allowed by the recent UX update) We are able to prevent editing by making the subform fields read only in theShow All Mails
When there are multiple users working with a single contact, there can be multiple mails to/from each user (but all related to the same contact). Currently there is no way that I can find that allows you to view all of the mail messages in a single view. You currently have to toggle between each user in the drop-down menu. There is one open for "Sent Emails from CRM" that shows all Sent mail messages from all users, but this does not include the inbound emails from the contact. It would beHow to integrate Zoho Sign with Zoho CRM
Hi， I am starting to use Zoho sign for CRM inventory template signature collection. is there any way to fetch CRM inventory template and auto send to specific mailbox by using Zoho Sign API(or other)? I know we can click "Send with Zoho sign", but wePOS System
Has anyone had any luck integrating a POS system with the zoho crm? Any advice where to look for a zoho proven solution? Thanks in advance. Moderation Update: As of August 2025, Zakya (Zoho's POS solution) is officially available in India and is in earlyLoop in Blueprint but it works. Why? How should this be set?
see pictureFormula field - anyway to round up/down to nearest integer?
Hi all I'm sure I'm missing something, but how can I return the nearest integer i.e. 5.2 = 5, 5.7 = 6? Ceil and Floor round up or down... not to the nearest. Thanks BUMP Any ideas on this? This cannot be too difficult surely? Just to clarify, this is what I need to do: http://en.wikipedia.org/wiki/Nearest_integer_function BUMP!! If this isn't possible - please let me know?Contacts, Leads, Prospects, Opportunities, Deals, Oh my!
I've implemented three CRM's in previous companies, and led the effort for two of those. I'm pretty familiar with sales pipeline management. For my current company, I chose Zoho One because of the broad range it includes for other business processes,Phonebridge is not visible for one user
Hello Community, i setup phonebridge. It is working for all users in the organisation. Except for one. I uninstalled phonebridge for the user and reinstalled. But the Call button is not appearing in CRM. What could I am missing. ? Many thanks and bestSorting in scorecards
Hi Can I request the addition of a Sorting feature in the Scorecard widget? We use this to show account manager performance by quarter, or year, or whatever. It's good for side-by-side comparisons. However, it would be more useful if we could choose toImplementing component filters and restoring deleted items in Zoho CRM analytics
Hello everyone, We're thrilled to announce two powerful enhancements to your Analytics Dashboard that will improve the way you visualize and manage your data: component filters and the option to view and recover recently deleted items. These improvementsWORK DRIVE CUSTOMIZATION
WORK DRIVE CUSTOMIZATION Create folder for every Case by “Contact Name “in Work Drive under Associate Deals Folder Directory: User Work Drive Accounts: Route Directory Associate Cases Case Name, Case Number Client Upload- Shared with contact (for collaboration)Leads, Prospects, Contacts, Clients and Me
I'm trying to adapt my process to Zoho and am getting confused. Here's how I did it before. Maybe it's just terminology...? Leads - anyone from any source that I might want as a client. Leads include people that I am sending emails or tapping in socialCRM Portal Help
Hello, I am trying to set up a portal to connect with our referring doctors to keep patient cases organized. I set up the accounts module as office, the contacts as doctors, the leads as patients, and the deals as treatments. Everything seems to workIssue with syncing zoho campaigns with zoho crm
Hi there, I want to sync both zoho campaigns with zoho crm however i have encountered some issues with this. when clicking manage in zoho i receive this message even though im using the same account and its an admin account. however when i go to zohohow to add time to date on a highly customized quote - where to find the customized quote
Our highly customized quote generates on the quote the date, we want to add the time it was generated. We do not know where to find the customized quote in the CRM to do this.Competitors When Deal Lost
I would like to add a lookup field to deals that is only visible and only required when the deal is closed and the reason is marked as "Lost to Competitor" This lookup field would use the competitors module to allow the salesperson to link the deal toManaging independent contractors
We use Independent contractors as our field techs. I'm looking for a solution to be able to manage there timesheets, payments, and etcZOHO CRM API Python SDK Convert Quote to Sales Order
I can see footprints that this may be possible through Inventory Conversion. But I am unable to locate any specific details or samples on how to do this. I am using the most current Python SDK. Any support or even sample code would be much appreciatedPreventing auto-redirect to Parent Record on Save...
Our users often create records from the related list on th left side of the screen. They click the blue "plus" button to create the record. This is handy, but for some modules, or situations, they would like to remain on the record AFTER clicking "Save",Quote printing
The CRM software is relly amazing. It's just what we need to grow with...EXCEPT...for one big thing. Printing out quotes needs work. When I try to put a signature line at the bottom of the Terms, it prints as a bunch of quote markes. ("). When I have ZOHO make a PDF, it looks bad. I tried the Print Preview, and it looked much better, but to print it, I have to go into Print Preview and turn off the header & footer or else the URL info shows up. As robust as CRM is, it can't be that hard to fix theKaizen #181 - Mandating Subform Data for Blueprint Transitions using Widget
Hello Developers! Welcome back to another week of Kaizen! This time, we are tackling a common challenge on how to enforce subform data from a different module before allowing a blueprint transition in Zoho CRM Deals module. Many CRM workflows requireDeal Updated by Workflow Rule/Automated Function does NOT Trigger Zoho FLOW!!
We have multiple Flows setup that are triggered by "Updated Deal" in Zoho CRM. These have worked great. Recently, in Zoho CRM, we set up a workflow rule to update a field based on date/time field. NOW, when the workflow rule triggers and automatically updates a field in Zoho Deals, that does NOT trigger to Zoho Flow. This needs to be fixed! The reason we set this automated function within the workflow rule to update a field is so that could trigger a specific flow within Zoho Flow to do stuff. ButTrying to add Products from Accounts subform
Hi, I have the following script to to add separate Products from a subform in an Account record. There is data in the subform, but I keep getting the error "No records were added". Please advise. string related_list.relateBuyerCriteria(String accountId)Richer search experience in CRM with precise results, followup actions, and AskZia
[Updated on 25 July 2024] This enhancement was in early access. Now, we've started enabling it in a phased manner for customers. It is now available for customers in AU, JP, and CN DCs who are using Enterprise edition or below. [Updated on 10 Dec 2024]How to update a custom checkbox field on Deals created only during Lead Conversion?
Hello, I’m trying to solve a specific scenario in Zoho CRM: I have a custom checkbox field on my Deal record. I want this checkbox to be automatically set to “true” ONLY if the Deal was created during the Lead Conversion process. However, if a Deal isSocial Selling: LinkedIn Unified Inbox within SalesInbox
Can you add LinkedIn Unified Inbox to CRM SalesInbox - this would enable managing LinkedIn Connections Messaging Directly from SalesInbox - adding leads, creating contacts and or potentials within CRM from Linkedin conversations Examples of LinkedIn inboxUnable to integrate Whatsapp Messaging into Zoho CRM - Business Messaging
Hello, I want to set up Business Messaging in our Zoho CRM and am struggling to set it up. I have logged into the account and our facebook business page, our business shows in the dropdown for WhatsApp Business Account but does not for WhatsApp BusinessAutomatic field update for Date field with current date + 5 business days?
I have a custom module which has several stages, and each stage has a deadline. How can I go about updating the "Deadline Date" field to be the current date + 5 business days? Cant find a way to do this with Flow or BlueprintsHow Come Deals/Potentials records retrieved using deluge integration functions don't contain 'Pipeline' value but API Get Recrods request DOES return Pipeline
Hello, Seems like several places this question can be asked so I'll give it a shot here. When using zoho.crm.getRecordById() deluge function and retrieving a record from the Deals/Potentials module the returned data does not include any info about theHow to track email open/clicks/bounces in campaigns in Zoho CRM
I have sent out a mass email to contacts in my campaign on Zoho CRM. I get a signal notification every time an email is opened, clicked or bounced, but this does not automatically update the Campaign Member Status to the appropriate value. Is there aClient Script $Crm.user.role returning undefined
Hey all! I have a client script I'm trying to run based off of the user's role. I'm able to use the following: var fname = $Crm.user.first_name; To properly return a first name when logging in the console, but whenever I try the same with $Crm.user.rolebrackets to be used in COQL's Where.
I use version 7 COQL to get Deals. It seems that I need to properly enclose the criteria in brackets in the Where, but I don't know the criteria to enclose them. I need to specify quite a few criteria in Where, so I would like a clear explanation. I amGrouping Forecast Achievement by Month
Hi all I have the Forecast setup in CRM and I now want to create a dashboard widget on my manager dashboard to show our achievement against target by month. I can't see a way to group by forecast period or by forecast month in the settings for the dashboard.Automatically Update Amount Field in Deals
After a Sales Order is assigned to a Deal, I want the grand total of all associated Sales Orders to be automatically summed and written to the Deal's Amount field. The idea is to prevent users from manually changing the Amount. I'm finding it hard toIntroducing the Egnyte extension for Zoho CRM
Hello Zoho CRM Community, How often do you find yourself switching between platforms just to find and share the right document? Is your team dealing with a lot of documents, making customer-related file management a constant hassle that slows down yourKaizen #2 - OAuth2.0 and Self Client #API
Hi everyone! Welcome back to another week of Kaizen! In this post, we will shed some light on the OAuth2.0 protocol and how you can use Zoho's Self Client option to authenticate your application and generate the tokens. What is OAuth2.0? OAuth 2.0 is an industry standard protocol specification that enables third-party applications (clients) to gain delegated access to protected resources in Zoho via an API. Why should we use OAuth2.0? Clients are not required to support password authentication orKaizen #91: Dynamic Lookup filters using Client Script
Hello everyone! Welcome back to another captivating Kaizen post. In this post, we will explore the process of implementing lookup filters using Client Script. What is a dynamic lookup filter? A dynamic lookup filter is a feature that allows you to specifyUpdateRecord for contacts doesnt work from rule from another custom module
I have a function that is triggered by an automatic rule when a record is created or edited in a custom module. The function searches for a record in the Contacts module and saves it in a lookup field of the newly created or updated record. It also updatesWhen converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory
In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save theAutomatic Retry Mechanism for Failed Workflows in Zoho CRM
Dear Zoho Team, I hope you're well. We would like to request a new feature for Zoho CRM workflows that introduces an automatic retry mechanism. At times, workflows fail due to temporary issues, such as "Returned error code - Socket Timeout" or other connection-relatedNext 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!
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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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