Zoho Projects connector with Zoho CRM (Related List module) features
Hi community, I use Zoho Projects connected to Zoho CRM, where we associate Projects with Deals, clients, etc.. I am looking to change/edit the fields that are available in the integration. Currently it shows Project Status, Project Completion, Milestones,Meeting schedule proposal
We are currently working on creating meeting invites for Outlook through Zoho Deluge. However, we have encountered an issue when a client sends a proposal for a new meeting schedule. In this case, we are only receiving the status of whether the clientZoho CRM Workflow Function Not Receiving Field Data – All Values NULL
Hi Everyone, I am trying to do an automation using function and workflow. One of our client has a request that they want to get an update about all of their sales order on their application when the status of sales order change. I created a work flowIs there a way to access (2) or more modules when creating a report?
I am trying to create a weekly activity report for sales reps which would need to include information from both the calls and meetings modules. As of now, I have not been able to figure out if this is possible as the create report function only appearsExport report to csv via deluge script
Hi, is it possible to export a report into a CSV file from a deluge function? If so is there a limit to the number of records that can be exported? In my system I need to create a CSV file (actually I'd need an XLS file but I think XLS file has a narrowerFolders for CRM Dashboards
Implement ability to create folders to store dashboards within. Example useful for case such as individual sales persons dashboards grouped by year into folders.Function-13: Add Invoice grand total in words with the click of a button
Welcome back everyone! Last week, we learnt how to add pre-defined notes in a click. This week, let's look at a custom function that helps you add the invoice grand total in words with the click of a button. Business scenario: Countries across the globe follow different numbering formats with comma and decimals being used interchangeably: In the US, comma (,) is used as thousands separators where as in Germany, period (.) is used. In the US, period (.) is used as decimal separator where as in Germany,Hubspot to Zoho: You have exceeded the migration limit for your organization.
hi We did a first test migration in December that worked i'm told by my engineer. Friday we had a issue around no call type in hubspot during final migration. She ran again but for some reason stopped the 3rd to check something. We are now blocked withCRM Notes Roll Ups/Connections/Parent Records
I can not find or figure out a clear answer to how Notes in CRM roll up/into other records. Notes on Tasks that are related to a Contact and/or Other Record (Deal, Account, Etc) are visible in the Task and the Contact and Other Record. Some Notes alsoDeluge function getRecordById is missing all Multiselect fields
I'm running a custom function inside a CRM Contact Workflow. I'm able to use getRecordById to get the contact fields, but all of the Multiselect fields are missing in the result. All other fields are present. The code is simple: contactDetails = zoho.crm.getRecordById("Contacts",contactId);Zoho Finance in CRM Missing Key Elements
When creating an estimate through Books for a customer to accept, when you add a line item there is the dropdown to "Add New Item". Which opens up a panel to link it to Inventory (if needed), and affects Purchase Orders being received, the items beingZoho CRM for Email ( Microsoft add on app) Feb 25, 2025
We are currently experiencing issues with Zoho CRM for Outlook despite updating the Microsoft add on app and Zoho software to the latest versions. When working in Outlook on our Macs and PC's and 365 on the web, when we try to link an email in OutlookUnable to create a Sandbox Error
I am a super admin/owner and when I try to create a new sandbox, it DOES walk me through all the questions but then when I say go, I get this error. Sorry! We're unable to create a Sandbox account for this email address. Please contact us at support@zohocrm.com"Unable to send template message." for Zoho CRM
In Zoho CRM I created a lead from my own number and made some conversation using what WhatsApp api. The last conversation was 30 hours ago and the session is expired. To resolve the session expiration issue I created some WhatsApp message templates andUnable to Create New Contact from missed call
I have RingCentral integrated with CRM. When someone calls from a number that's not already in CRM I may want to add that number as a new contact. In the Calls module, when I click on a missed call, there is a + button next to the phone number. That bringsConversion: Lead to Custom Module
I need to convert my lead based on certain criteria to a module I created. But Contact and Company module are pre-selected in the workflow rule page. Is there a workaround for me to be able to select the module I want to convert to?CRM Mail-Sharing issue | Public sharing vs. defined sharing roles
Hi, While the issues surrounding mail-sharing rules have been discussed in this forum before, I couldn't quite find an answer to my specific problem and was hoping for input (and ideally a solution). For the sake of making my argument, lets use the followingWeekly Bug: Related Record Bug,
Hi Zoho, Weekly bug. As an admin, why I don't have authority to enter to a lookup module? It states it is an internal error. I reserved your developer for other issues at earliest 3 Mar..Zoho CRM Deluge - Converting a whole number like 10000 to £100.00
I have written a script that takes data from our payment provider and enters it in to a custom module. The payment provider provides the amount paid data in an unformatted state (for example: £130.00 is sent as 13000). My issue is, when a customer paysFormatting/Justifying Subforms in Canvas
Hi! This community has been so helpful! Hoping somebody can also help me with this Canvas design issue -- I don't see any option to customize the column width or justify the text in a Subform within Canvas? As you'll see attached, I have a "date" columnLite user for CRM
Is there a lite user for CRM? I currently have users on full CRM plus licenses to just go in and view things, they never edit anything and are maybe in Zoho a few minutes at a time, it just seems a super expensive license for little usageHow to customise the description of a lookup field
Hi everyone! I have a lookup field for "related Quote", when I open the popup it shows only the descriptions of the quotes, is there a way to add more attributes? I'd like to show "quote number + description" Thanks in advance!Copy a File Upload field from one module to another
We have a file upload field on a custom module named "Attachment". We want to use a Deludge function that copies this field and adds it to a file upload field on the Account module. The account level field is also called "Attachment". Here's a sampleAdding More Lookup Fields
I have a section where we look up suppliers and it pulls in 7-8 lines of information about them, them merges into a document. We can only look up 5. Is there a way to do this in Workflow? It looks like merged documents can't read Lookup fields.Multi Select Between Modules
Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Multi Select Field of "Enrolled Services" I also have a Module "Services" withEmail notification based on date fields
We record supplier's trade license and insurance expiry dates. I am trying to set up an email notification based on an Expiry Date reaching the today date. Workflow doesn't seem to do it as it only allows a selected date, not "today date". Anyone knowLet us reorder Email Template Folders
I have a lot of templates to add. Re-ordering templates and being able to change the module that they appear in is vital. I'm not looking forward to populating my templates and adding new ad-hoc templates when things change. It's going to look like anDynamic Filtering Based on Field-to-Field Comparison in Zoho CRM
Hi, I hope you're doing well. We would like to request a feature enhancement in Zoho CRM that allows filtering and mass updating records by dynamically comparing values between two fields within the same record, without needing to specify fixed values.Form and CRM Email Template url processing and/or prefill broke
Hi All, I have an open ticket with Zoho support on this, but it's so urgent I hope I can get help here, too. Today something in the Form data collection url processing broke and there were zero changes made by yours truly that touched any part of theZoho’s Utter Neglect of Simple Fixes – No Font Size 11 in Emails? Seriously?
We have been using Zoho CRM, and while we appreciate many of its features, it is mind-blowing how they continue to ignore the most basic, industry-standard features that every other CRM has implemented years ago. Take this simple example: Zoho CRM doesUsing Zoho CRM API, how can I update a file_upload field to link to a WorkDrive folder?
I have a deluge script that automatically creates a WorkDrive folder when a new record is added to a custom module. This is working fine. Inside this custom module, I have a field called 'Work Drive'. I want to update this field to link over to the newlyIntended workflow for estimates, received POs, etc.
In every sales organization I've been, the flow of information has followed the same path: RFQ received from customer Quote sent to customer PO received from customer Sales Order created internally (work begins) Invoice sent to customer Payment receivedHas Anyone Else Built a State Machine into a Function?
I'm in the process of building a state machine for lead lifecycle management within Zoho CRM, and I'm curious if anyone else has tried integrating a state machine into their Deluge functions, especially considering Zoho’s 12-function cap. I’ve managedCannot use a Zoho Form in CRM Email Template
I've created a Zoho form that has integration with Zoho CRM and is linked to a custom module. I know the form works as I have tested it. When I try and insert this Zoho Form in a button on a CRM email template set up with the same custom module I getCreate a task based a date field and a drop down to generate a next contact date.
I hope I can explain this right. My ecommerce business has a lot of regular customers who all purchase at different order frequencies. I'd like to set up a workflow based on the last date a customer has placed an order and set a task to contact a customer,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'ai"CRM for Everyone" new user question
I am new to Zoho CRM and have been working on configuring it this week when yesterday I noticed a banner ad for "CRM for Everyone" early access and have a few questions. Is this a beta of a new interface that I will be receiving in the future or is itSo poor customer service from Zoho
We've been customer of Zoho since 2017 and were currently experiencing some development growth and we've been needing support form you but, Have been unsuccessful doing so... I need you to guide me on how your customer service work, times, calls frequency,Update field with selected date, not execution date
Hello, I would like to know how to set up a workflow or function to return a selected date from a module and update the respective canvas field with that date. I do not want the date to be the execution date as the selected date can be in the future orCanvas button for related record.
Hi I can see we can add button for each related record row. But seems it is not for related record button, as I cannot get the chosen related record id thru this button. Is it a bug or it is in canvas develop road map? We do have business request to chooseNext 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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