Auto numbering phone call module
For some reason, I cannot add a auto-numbering field to my phone calls module. To the best of my recollection, this is the only module where this is not an option. Is this something that is being addressed or is there a workaround?Set Custom Fields when Creating a Workflow Task
When creating a Task by a Workflow or a Blueprint Transition, there is no option to set Custom Fields that exist on the Task Layout unless they are marked as required fields. I know there is a workaround to create the task by custom function but havingClient Script - onSave event doesn't take Mandatory fields into Consideration
I have several mandatory fields setup in a module, and I am using the onSave Event in Client Script to invoke a custom connection Now the problem is, the onSave event is executed even if there's an error such as Missing Mandatory Fields or ValidationKaizen #177: Duplicate Check Preferences API vs. Upsert API
Hello all!!! Welcome back to another week of Kaizen. Last week, we discussed Optimizing the Use of Record ID Variables in Zoho CRM Queries. This week, we will explore two important APIs for managing duplicate records in Zoho CRM - Duplicate Check PreferencesFetch record based on last modified time in zoho crm
Hi I have created a script in php in which I get Account name from zoho and store in database. I have created one more field last_modified_time in database. It will keep current time stamp by default. It is updated automatically when any action is performed on database. I want to get only data from zoho whose modified time is greater than last_modified_time in database. So I used last Modified Time function to fetch the data but it is not working for me. In php, I have created a function getdatafromzoho()Schedule a meeting
Hi, I want to schedule a meeting with you to discuss more about Zoho Api and I want to create a CRM for our company using Zoho. Can you tell me about your availability? Thanks, VladCanvas Font Color bug
I set white color in canvas view, but some of our user said it will show black font... I cannot reproduce this bug....Is Zoho CRM able to do this?
Hi, I am looking at a new option of CRM for the company I work for and I am specifically looking into Zoho which seems to be a powerful tool (with Zoho One) but there are things we’d like to be sure we can do. 1. I understand that if I import contacts,Zoho CRM Customer Portal Pricing Question
Hello, I am trying to find out about the pricing for a portal that will be used for the contacts and a custom module. My client needs to use a customer portal for 15k users that will display the contact details and some informations to a linked customStyling for Subform Fields using client script
Currently we can add styles to list and detail page for fields using .addstyle in the Client Script But that is missing for fields of Subform We would really like the feature to addstyle for subforms in the detail page Can you please consider adding it,Why a limitation of 10 items in the 'During Transition' of a blueprint?
I want the transition owner to add some values for specific field while performing the 'During transition' button. However, I want them to fill out 12 fields, but I'm not able to save the blueprint because there is a limitation of 10 items. Why is thisCannot manually remove leads from a cadence
Hello, I've been trying for a long time now but cannot find the list of associated leads with a cadence and manually remove any leads from a cadence, please help!trigger workflow of lead from custom function of another module?
i am creating a new lead from custom function of a custom module name "Web Leads" but when the new record in created in lead its not running the workflow of lead . i have created a worflow in leads that send email when new lead is created. this is the custom function New_Lead = Map(); New_Lead.put("First_Name",name.getPrefix(" ")); New_Lead.put("Last_Name",name.getSuffix(" ")); New_Lead.put("Phone",striped_phone); New_Lead.put("Email",email); New_Lead.put("Lead_Source",lead_source); New_Lead.put("Lead_Status","New");how to check if a date/time is before today using deluge function?
I have a Date/Time field like this how to check if a date is before 24th february 2025? I expect a boolean result using deluge functionSubsections for organizing Data more structured
We have a car calculation section. It consists of Discount (4 fields), Price (5 fields) and Price after Discount (3 fields). We would like to separate these fields with subsections, since the section itself with all the fields is really cluttered.Achieve multi-level record prioritization with multiple Kanban views per module
Dear all, We're happy to announce the introduction of a new capability within Zoho CRM: creating multiple Kanban views within a single module (depending on your edition). As you may already know, the Kanban view in Zoho CRM is a card-based view that displays"Send Email" button for Quotes module
I'm honestly surprised this is missing for such an important module. The Quotes module absolutely needs the "Send Email" button so you can send quotes to a client. I've tried the mail merge option and the other "Send Email" option hidden in the settings,Limit number of records in Related list
Hi There Is there a way to limit number of records in Related list? ex. we can only issue 5 proposals per account. Any chance this can be done via settings or other ways? Thanks MannyPerform mail-merge operations in Zoho CRM right from your iPad and Android tablet web browsers too!
Dear All, Greetings! Writer's recent update offers unrestricted access to all its features via the web browsers of iPad and Android tablets as well. This in turn makes it possible to perform all mail-merge related operations from Zoho CRM, even fromAutomating Follow-up Email After Call Ends – Best Approach?
Hey Everyone, I want to set up an automated follow-up email that gets sent to a client right after a call ends in Zoho CRM. I checked workflow automation, but I’m not sure if there’s a direct way to trigger an email based on call completion. Has anyoneAdjusting the company logo size within an email template - how?
We try to use the company logo that we have in Zoho CRM in our standard emails from Zoho CRM. The Logo however is very "large" and as such looks to large if we just use the code: " ${companyLogo}" What would the code be to resize the logo above in thehour() deluge function always return 0, how to get hour using deluge?
I am trying to get hour from Date/Time field like this createdTime = lead.get("Lead_Creation_Time"); hour = createdTime.getHour(); info hour; // this line will returns '0' but the result will always zero, I expect it will return '13'Close a task without tagging it as completed
Hey everyone, I have a question which is bothering me for a while now. In our custom contact's record detail page view layout, we have a related list with all the open tasks for this specific contact (the system-defined one). A task can be 'completed'Cannot set Subform Multiline field to read-only using Client Script
I am using client script to set different subform fields as read-only It works for Single Line Fields, but when I try to set a Multiline field as Read-only it doesn't work var subform = ZDK.Page.getSubform("Subform_1"); var item_Code_old = subform.getField('Item_Code_Old').setReadOnly(true);Can I trigger workflow rules only on weekend and certain hour?
I want to trigger a workflow rules on the leads created between saturday 5 pm to sunday 5 pm. can I do that? i have tried to search but I cant find option something like that. is there any workaround to solve this?Merge Fields in Email Templates using Custom Object Data
I'm struggling with the following: MyCustomData has fields "serial number", "site ID", "chip number" Contact Has-a MyCustomData Account has-a MyCustomerData I want to email all contacts, or account contacts using an email template but I want to referenceLinking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?Cannot receive Mobile Verification
I cannot receive any mobile verification since today.Report of Leads/Accounts/Deals with no open activities
How can we replicate the option in filter to only show Leads/Accounts/Deals with no open activities ? The option is present in the filters (please find screenshot) but I am unable to find them in the report. ThanksCan I send Whatsapp template using Deluge function?
Hi, Can I send Whatsapp template in Business Messaging using Deluge function? I have tried to search the documentation but I can't find itZOHO CRM Canvas for Hebrew
I would be happy if you would add the canvas form option to the Hebrew version as well. Moderation update (24th February 2025): We have an existing thread discussing the need to extend Canvas support for Hebrew (RTL), where users have been sharing theirZoho CRM, can a deal be reverted back to a lead?
Zoho CRM, can a deal be reverted back to a lead?Create a new contact when a new record is added in a custom CRM module
Hello. We created a new CRM module. We want to create a new Contact each time we add a new record to the new module. Can anyone suggest the best way to do this?Zoho CRM - Attachment Issue
No one in my company can add attachments to lead in Zoho CRM. We keep getting and error message that says "Sorry, an error occurred while uploading the attachment(s) to the record. Could you please try again after sometime?" We have tried saving as PDFKaizen #99 - Render Widgets Using Client Script
Hello everyone! Welcome back to another interesting post. In this post, let us see how you can render Widgets using Client Script. Widgets are embeddable UI components that you can create and add to your Zoho CRM. You can use widgets to perform functionsZoho 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, tailoredCPQ Quantity suggestion does not allow multiple products
I have come across an issue in the CPQ Product Configuration. I want 10 products to trigger the suggestion of an additional product via the quantity in quoted items function. However, when specifying the configuration, I am only able to choose one baseKaizen #178 - Filters & Criteria in Zoho CRM APIs
Hey everyone, and welcome back to another week of Kaizen! Ever felt overwhelmed by the sheer volume of data in your Zoho CRM? Sifting through countless records to find exactly what you need, or to operate on specific records that meet a certain criteria,Zoho CRM Web To Lead Form: Radio Buttons/Pulll Down Menus?
Hi is there a way to set up radio buttons, check boxes or pull down menus in the web to lead form? We often ask additional lead qualifiers or demographics information and in some cases radio buttons or pull down menus are necessary or more efficient toKiosk - GetRecords forcing user to select a record
I just want to display some records in my kiosk, so the user can know about them. I cannot. When I set up a get records to display multiple records (and limit it at 10) and put it on a screen, my user is forced to select one of the records (which is completelyNext 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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