Coming soon in Dec: A revamped setup page in Zoho CRM
Last modified on: Thursday, 28th Dec, 2023 These changes in the setup page are currently in effect for all users in all DCs. Dear customers, We're pleased to give you a heads-up on the upcoming revamp of the Zoho CRM Setup Page. These updates have been
How many jobs (deals) per client (contact)? Report or Dashboard element
I am trying to show something that simply shows how many jobs are attached to each client in our system so we can track repeat business. For example, if I have a report of jobs closed this month, I want to be able to filter how many already had a job
Working with my meeting dasboard
Hi, I've schedule a meeting with a client and create a it on ZOHO CRM under open activities. Later, the closed activities update of that meeting is still showing up in my meeting dashboard. My question is why didn't it disappear from my meeting dashboard
Custom Module Alphabetical Listing in Lookup
I have a custom module “Company” and within it a field “Company Name” and that field has a list of company names. The field “Company Name” is used in other modules as a lookup where the user needs to select a company name. The problem is that the list
How can I trigger a custom function if a CRM email is not opened after few hours?
Hi guys, I would like when I send an email to a contact through CRM, if 3 hours later the email is not opened then to trigger a custom function (whatever function). I have tried in the Emails module when Outgoing Email is Unopened for 15 minutes then
Can emails be seen by users who have not connected their own email account via IMAP?
Hello: Our sales reps have connected their email to the CRM via IMAP. Their email sharing is Public and we have set up data sharing for all modules (Public Read/Write). Our CEO, who is above the sales reps in our hierarchy, has not connected his email
Zoho page layouts are not being applied
I'm new to Zoho but not CRMs and I am having an issue with a page layout not being updated. I have a layout rule set to apply when lead source = Facebook, but the standard layout Is still being applied. Perhaps I am doing something wrong, but when I built
Parent Account - For Referral Business
Hi, My music entertainment business receives some of it's clients via event planners for example. For those cases, we have the event planner set up as an account, with contacts of the event company linked. We are integrated with zoho books, which takes
Extra Slashes Messing Up JSON from Webhook
Hi everyone! I am trying to figure out why my COQL request, being triggered by a webhook sent from CRM, is returning a bunch of extra \ in the query results and in the webhook JSON data. I have not been able to figure out why, The same exact query run
Visitor Online Setup
Hi, Just would like to know how to set this linkage between webpage and CRM?
This field is related to X field of X module - What does this mean, how do I replicate, and what does it do exactly?
Hello! I have someone who has some fields like this (pictured below) that are apparently mapped to similar fields in another module. I'm not sure what function these fields exactly have. Will they automatically update together without additional functions/
related list number of character limitation
Hello everyone , I am trying to build related list with deluge script for one of my modules, but in one of my columns when number of character goes beyond certain charachter number. my related list get crashed and I don't know whatI have to do ? do we
Zoho Finance Limitations 2.0 #14: If you have multi-warehouse enabled, you can't select them for different line items.
We have multiple warehouse feature enabled and transfer goods between them. An order can frequently get filled from multiple warehouses. For example: our main warehouse and the sales rep inventory. It's not possible within CRM for a sales rep to select
Maximum Custom Modules on Zoho One license
Hello, what is the maximum number of custom modules that can be create on CRM when on Zoho One plan? Thank you
Client code generation via API call
I created new client (server type) in REST API , received client ID and client Secret, there is one more key called code , e.g, for Self client type we need to generate it by giving it scope and time duration. Is it possible to generate this code via
How to show sum of $ values in deals
Hi everyone, I need to add the sum of a number of $(currency fields) together to show total amount. Explanation, in one deal, we may provide our client with 3 different services. For each service, we charge a different amount every time. We would like
Default date and time for date/time field in custom module
I have a date/time field in a custom module. When creating a new record I have to manually select today's date and the current time in the date/time field. Is there a way to preselect today's date and time when creating a new record in this custom module?
I need to send a pre-populated form with a subform via sms, I've hit snags with zoho forms and zoho creator.
So my customers are individuals. A LOT of them are not technically literate at all. Enough that this is an actual issue for me. I know it is strange that in 2023 people may not have email, but it happens a lot with some sub-populations such as the elderly
Sending email to users with a second address
Hello! I have a question, in case anyone went through the same thing. I have notification rules for my internal users, which are executed under certain conditions. Example; If a sale is lost or won, the user receives an email notifying this. In the sending
Automated Field Updates Don't Trigger Related Workflow Tasks
Here is the scenario: I have workflow rules that trigger new tasks when a potential switches stage from "Appointment Set" to "Follow Up". These tasks are for follow up and similar to "Call back Client after 3 Days", "Call Back Client after 7 Days", etc.
Email Opt-in who have opt-out.
I have asking to zoho crm support but no one can answer this. User opt-out at zoho campaign and then user have opt-in via sign up from at zoho campaign But the problem is zoho crm is still opt-out. I have asking how to fix this issue. Look like they don't
Emails in Zoho CRM creating too many "Re:" responses
Is there a way to edit emails sent through the CRM to not add a Re: every time there is a reply email besides deleting it from the subject line each time? I have email chains that now have 10-15 "Re:" This doesn't happen when emailing through Zoho Mail
Wizard for Quotes in CRM
Hello, I'm trying to create a wizard to help our sales agents in creating quotes. When I try to create a Wizard I can't choose the Quote module since it's not available in the list. Reading the FAQs for Wizards (https://help.zoho.com/portal/en/kb/crm/faqs/wizards/articles/faqs-on-wizards#13_In_which_modules_are_wizards_supported)
Zoho CRM Community Digest - October 2023
Good day, Everyone! October has been buzzing with noteworthy discussions and insightful problem-solving in our CRM Community Forums. We've cherry-picked the interesting ones to keep you in the loop. Go ahead and explore! Product Updates: Webform A/B testing
How to remove a LOCKED / MARK AS REQUIRED section from a Module.
Dear community, How can I edir/ modify a Locked (marked as required) Section or SubForm from a Module? I don;t need to remove the system defined fields but a custom section that now does not work well for our business. Thank you!
Validation and Layout Rules - Transfer to a new layout
Hi there, it seems i can not apply a once set up validation rule or layout rule to a new/another layout. This means, whenever someone requests a new layout B that need the same preexisting validation rules and layout rules like in Layout A, I need to
How do I address the problem of product visibility to multiple teams working on a same product ?
Hi !! We are into the Implementation phase of ZOHO CRM for our organization. While working on the product I am facing following issue... -- We are not able to have the visibility of a single product on which the two different teams are working on . For
Correct Setup for Multiple Team Users
Hi there I have a client that's looking to migrate to Zoho CRM, and Zoho Inventory. The client is a manufacturing business with a front-end sales team, a production team and a shipping and fulfilment team. In the current set up, the production team can
Setting up Leads for Teams
My plan is to use Zoho CRM for an inside sales force making outbound calls. I'm having trouble setting it up. for the multiple teams. How I would like to use it. Nationwide Lead A is called on by Sales Role A Once a sale is closed This becomes Product
Tabs or additional collabsable sections on page layouts
I have a lot of fields under the 'details' section of my account module. They are all necessary. I was wondering if there was an option to add multiple 'details' sections to page layout, so that the additional information was collapsable so as not to
Update all the related records by custom function
Hi, i have this following Function - // This custom function is triggered when the parent module record is edited // Fetch the details from the edited record ParentModuleName = "Courses"; // Replace with your actual Parent Module API name RelatedListModuleName
Adding Related Contacts to a Canvas Accounts Page
Hi, What would be the most efficient way to add related contacts information (Name, email and phone number) to a tab on a Canvas page? Could/would this be done with Client Script as I can't see a native drag and drop element for it. Thanks!
First Created Time Date
Hi, Wonder if anyone can help... so we have enquiries coming into a custom module and sometimes customers have submitted more than one, I would like to ensure that if a new field within the contacts module "First Enquiry date" is empty that it populates
Unable to get Date to Set for an IF statement in a Formula Date (or string) Field
I am trying to set up an IF statement that if a specific field is not equal to value X then Set date as Now or Today I can get the IF formula to work fine, but I cannot get the date to show from the functions: Newdate or Now() it only shows the text of
namespace for Standalone functions in Zoho CRM
Hello, Automation functions can be invoked from another function like so: workflowspace.<functionName>(); What's the name of the namespace for Standalone functions?
Canvas not updating in Portals
I've set up a Canvas page with a drop-down button and Send Mail button, and the blocks at the bottom for Notes, Attachments, Tasks, Quotes/Pos etc. It works fine on mine version. However, when I send it, the user cannot see the drop-down button, and can
The New Preconfigured Reports "Top 10" Templates by Click/Open Rate
Hi! I'm sure the team meant well when reconfiguring the new Reports module. The new "Top 10 Templates" for Click and Open Rates: Doesn't limit the results to 10 Doesn't rank them whatsoever The old Top 10 Template used to not only limit it 10 (regardless
Can you create a deal with multiple vendors with individual amounts that automatically populate their own pipeline?
If I create a deal in CRM, instead of putting $100,000 total, I have Vendor 1 - $45,000 Vendor 2 - $35,000 Vendor 3 - $20,000 All on the single boards in stages on my main pipeline and then I have 3 other pipelines that are Vendor 1 Vendor 2 and Vendor
Custom fields not displaying
Hi I have created some custom fields in the lead section. They display correctly in the Leads: Edit Page Layout Section. Once saved, they do not appear in the Lead view. Is there a setting that I should be clicking on to make this "live"? I am signed
Linking of connected Leads and Contacts
We want to use Zoho One to be able to target our marketing campaign at "related leads" which is triggered by successful sales, to grow organically, very quickly. Is the tags feature the best way to do this? We would use a successful deal / customer's
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