Client Script - onBeforeUpdate, how to get the new value of picklist
Basically, I have "Contact Type" field, and if a particular type is selected from within Canvas detail page, I want it to show a popup warning. I have all of this working, except that getvalue on the particular field in question shows the currently savedSync Zoho CRM Contacts to Microsoft 365
I have just enabled the Microsoft Office integration from Marketplace ("Contacts - Take your Zoho CRM Contacts to Office 365 and manage Zoho CRM Contacts from Office 365.") I have just created a Lead in the CRM but it has not gone across to M365. I didNeed More Than 10 Custom File Upload Fields in a CRM Object
Hello everyone, I'm facing a requirement in Zoho CRM where I need to include more than 10 file upload fields in a custom object. Each field must have a specific label, allowing users to easily identify which fields are empty and which have files attached.Zoho CRM not working
We cannot seem to access Zoho CRM. We can login, but that's as far as it goes.Identifying a collegue in remark section - Zoho CRM
When I mention my colleague in the Remarks section (Contact CRM), she should receive an email notification. However, I receive them, but she does not. How can she enable notifications? Thanks!zoho crm is not working
no one of our team gets inPossibility to show Images during Blueprint Transitions
We use Blueprints heavily in our business to keep a structured process and to use a lot of automations. In fact, we automated so much, that our co workers sometimes don't know what really is happening. It would be helpful if we could show the users aMulti Step Parallel Transitions for Blueprints
We have two processes, that are sequential and can be done simultaneously inside of one module. For example: For order processing, we have to kinds of tasks: tasks that need to be done at the car directly (for example repairs) and tasks where the physicalIntegration of Zero Accounting to Zoho CRM
Hello, do you support integration of zero to crm Thanks JobCompany ownership
Hello all, My name is Harry Froget and im currently performing an audit on all processes and systems and found out that Mr. Eric Kern is listed as the owner of our organization, he should be removed as such inmediately. Please contact me as soon as possibleZoho mail to contacts and leads, but not to accounts?
We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenientCall Logs not showing up in the leads module
Hi there, I've been making calls to the leads in my Zoho CRM, however, the calls aren't showing in the close activities history, in the lead profile. I have my phone system connected and the settings are all correct. Is there a way to fix this.ZDC Hackathon 2024 Category-wise Winners !
Zoho CRM Client Script Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1:Here's what we've enhanced in Product Configurator and Guided Selling of CPQ
We’re thrilled to share a few exciting enhancements in Zoho CRM CPQ features that are set to make your quoting process more intuitive and efficient. Enhancements in Product Configurator 1. Multi-select option for Actions Imagine configuring products withInactivate a client or account
What do I do with an account that is no longer in business but I don't want to loose the history. Is thee a way to inactivate an account or contactEmail formatting
I am having problems with the standard formatting of emails which are sent from Zoho CRM. No matter what I do, the font reverts to a standard format of Times New Roman. If I create a template and send that then I have no problems but if I just send oneAccessing Extension Created Functions
Good day. I have recently been attempting to access a function from an extension that is installed on my crm in a standalone function I have created with deluge on Zoho CRM, however I have not managed to get this to work. I am attempting to send an SMSSales Order & Invoices Missing From CRM
Is there a reason why Sales Orders and Invoices do not show up under Accounts on CRM. I am quite certain they used to and its quite important detail.Zoho Custom
Hi guys, is there a way that you can give the client a simple login area without the advert of ZohoCRM and other ad as the free one, if so which which one comes with this customisation. ThanksHeaders in Subfrom - Zoho CRM
Currently we cannot add any headers to CRM Subform If we have very large subforms and we want to logically group the rows it becomes really hard to do it Please add a header feature so we can add headers to a subform to logically and visually group differentIs it possible to load a Module with a filter pre-applied by the URL?
In many of the CRM related lists, there is limited sorting, and no filtering available. I thought of the idea of putting a Custom Button on a Related List that would take the user to that module, but PRE-FILTERED by the Account from where they were viewingWhy hasn't Zoho CRM For Everyone been rolled out?
I don't understand the point of rolling out new features so slowly after a big fanfare launch 8 months ago. I've signed up for 'early access' and also contacted my point of contact, but nothing. Not even an auto reply. Would you say that this is goodWhich WhatsApp API works seamlessly with Zoho CRM?
I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:CRM - QR Codes and Bar Codes
Hi I am using CRM to run my service team - Asset maintenance business We need to move to and generate a QR code for each Asset we look after. And we need Bar code reading for the testing we do. (pre-bar-coded sample bottles are provided by the lab) DoesHow to check if the sum of number fields match 100%
I have 12 fields (12 months) which contain a number. When I sum the fields in a formula field I see the total, but I want to be sure that the total is always 100 (%). How do I validate that, since you can't validate an formula field it seems.Kiosk GetRecords can't compare formulas
(submitted as a help request by accident - should have been a topic) Scenario: I have an "email domain" formula whose value is "@xyz.com" if the e-mail address is brent@xyz.com . I have the same field in Leads and Contacts. So, theoretically, I shouldOffice 365 or Outlook?
Hello I'm just setting up IMAP integration with our CRM for the first time since we changed to using Outlook via a Microsoft 365 account. I have the choice of 'Office 365' or 'Outlook'. Which should I choose? ThanksHow to disable clone record for a user?
Hi, I'd like to disable clone records for some of my users in zoho crm. How can I go about doing that? Regards, CRMA way to view the sales of leads conversion that were successful
Hi there, I have a question about this analytic component that can be selected in the dashboard. Currently it shows the conversion rate of leads plus how many leads went to deals and how many won deals. I want to be able to view how much sales the leadWhy wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this
The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before acceptingCreate Quote does not show the "Product Description" entered as part of the Product setup.
The product description created as part of the product setup page, does not show in the Create Quote module; The module allows for an additional description to be added but without access to the original stored description. By selecting the product from the "Product Name Lookup" pop-up, the "Product Description" part should be populated from the product record where the user is allowed to further modify it.Default Reminder for tasks set to Pop-up instead of email
Try to save a click every time we create a task we want it to default to pop-up instead of email. Also default is to have reminder unchecked anyway to change so reminder is checked and method is pop-up default instead of email? Attached picture. Thanks,Zoho CRM Mobile App Calls Module Missing
Hello all, After the last update I have two things. 1. I do not see the calls module at all - not via search, not anywhere 2. In home I do not see any scheduled calls, tasks, etc. If this in the new update or is my app gone wrong somewhere?email Signature from Contact page not working
Hey guys, I just set up my signature for the email i integrated with ZOHO. It works when I'm using the email client but when I send an email from the contact or lead page it doesn't add the signature. problem on my end or ZOHO's? thanks for the help!How do you manage sales forecasts by deal when you're a SaaS (subscription) provider?
Hello, I was wondering how you forecast revenue as a SaaS? Because my LTV moves all the time and I was thinking of updating the amount of each deal in the pipeline according to my LTV stripe, but is it possible?Zoho CRM - Conditional Assessment for Blueprint Automatic Transition
Hi, Currently, in Zoho CRM’s Blueprint process, the Automatic Transition feature does not allow for conditional assessments before execution. This limitation significantly impacts workflows where a transition should only occur when certain predefinedTrying to copy Active Leads to a Custom Module called Dead Leads
Hi, I am trying to code when the "Active Lead Status" field is changed to "Dead", a copy of the record should be created in the "Dead Leads" module while keeping the original lead in "Active Leads." I am using the following code but I keep getting thehow to create a company without an assigned owner
In my company we are reassigning accounts and we need to leave some companies without an owner to review their potential and then assign them, but the options that appear in owner require that they be assigned to a seller, how to leave them without anField Updated based off Call Status
I'm trying to create a Field Update where: When Call Status is Completed Lead/Contact/Account Description field with the information in the "Outcome Of Outgoing Call" Description field. Once our sales team finishes their calls and they add a descriptionUser Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Next 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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