Deals Stage Change From Stage Stepper Not Detected by Client Script
Dear Zoho Community, I am utilizing the Client Script to detect Stage changes in the Deals module. Once the stage changes, I update another field with the current date. I noticed that, when a user clicks one of the stages in "Stage Step" section in theAdd option "Avoid custom home pages" to profiles
We need our sales agents and members on each department in general to keep the same Home designed by their Managers. Let all users to create custom home pages is a huge mistake. The homepage creation must be limited by profile so only Managers are allowedLinking Two Existing Organisations
Hello all, I want to link two existing organizations in Zoho CRM / Zoho One. The goal is to be able to switch between them easily on the mobile app and in the web. No integration, sync, etc. The problem is that most of the articles I read requite thatCRM portal: no Create/Edit options available for custom module
I'm experimenting with setting up a CRM portal. I'm not able to select Create and Edit permissions for a custom module, even though the data sharing settings for this module has been set to Public Read/Write/Delete. What other settings do I need to enableShow Contact ID on Reports
I cannot get the Contact ID to show on report that is displaying a list of contacts. I need this information to be able to run reports, clean them up, then upload back to the contact record.Restrict Sales Order creation if Account Type is a certain value
I'd like to restrict a sales order creation if AccountType on Account is a certain value - what is the best way to accomplish this?Lookup or Formula Field, which to use?
I have a field in called Primary Business in the Accounts Module and I want the contents of that field to populate in a field in the Contacts Module called Accounts Primary Business. My preference is that it populates right away. I've tried both lookupRestrict ability to create Sales Order for an account if accountType is not set
I'd like to restrict the ability to create a Sales Order for an account if the AccountType ='prospect' - what is the best way to do this?🔍 How to effectively organize data in a CRM? – My approach and questions for you
Dear ZOHOssians! While working on organizing data in a CRM, I decided to use the native modules: Leads, Deals, Contacts, and Accounts as a solid foundation for managing processes. However, I’m now exploring the next steps and considering various optionsZoho CRM - How to get Lead Timezone ?
We are connecting Zoho CRM to our Website lead form (Wordpress JetBuilder). We have field for Date/Time selection to book a Free session with our Business. We need a way to get the lead timezone, so we are able to set the free session time correctly onDefault value from global set not working if leads comes from Whatsapp
I have field called 'Marketer' and I have set default value from global set like this if it is created manually by pressing 'Create Lead' button it works without problem, but the leads created automatically from Whatsapp (Business Messaging) the 'Marketer'Service Module: Multiple time duration choices on service
Hi. I just discovered the Service Module in Zoho CRM. While defining my first service, I noticed that I can't select multiple durations. My services have booking choices for 1-6 hours. Is there a way to select multiple durations that I'm missing?CRM email
Our CRM email automatically adds myself to the TO: (email address) How do I change that to pick up another field?Pages load very slow
Does anyone else experience 10+ seconds of page loading?Getting the Record Id to appeal in the Deals Module
Hi, I am looking to get the record ID to appear on a deal record. I need to get recrod ID to appear on a document so when they are returned they can be match up with the record we hold in a seperate case management system. The record ID is uploaded toIncreasing column width in Zoho CRM search result
My company names are long, and when I search them in the Zoho CRM search, I'm not able to view the entire full name which makes it hard to select the correct item quickly. I tried reducing the amount of columns to just 1, but still the company name columnFormula to calculate working days
How can this formula that calculates working days from ANYDATEFIELD to TODAY() be adjusted to Zoho CRM formula functions? CASE(MOD( ANYDATEFIELD - DATE(1985,6,24),7), 0 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,1,2,2,3,3,4,4,5,4,6,4,0), 1 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,1,2,2,3,3,4,3,5,3,6,4,0), 2 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,1,2,2,3,2,4,2,5,3,6,4,0), 3 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,1,2,1,3,1,4,2,5,3,6,4,0), 4 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,0,2,0,3,1,4,2,5,3,6,4,0),Search bar in portals
Is there a way to add a search bar in portals for finding Contacts or Deals in the list?Approval Processes Issue
Hello, I have a significant issue that could potentially cause serious problems for our company. We have developed a new module that we use as a payment request module. In short, payment requests are made through this module and are approved by differentAssociate Potential with Purchase Order
Dear Zoho Team I'm looking at associating a Potential with the various Purchase Orders that are issued to Vendors for that specific Potential. This would be of tremendous use at a later stage. Is this possible? I have tried looking at mapping dependency fields, but couldn't find a solution. Please advise.How do I add page breaks to Sales Order templates?
I would like our Terms and Conditions to start on a new page of the resulting PDF. How do I do this? I tried adding <div style="break-after:page"></div>, but this did not work.Possible to delete the "Big Deal Alert" in Zoho CRM?
Hi, Is it possible to delete the "Big Deal Alert" in Zoho CRM? My company has no need for it and I want to remove it to clean up my email templates list. Thank you.Introducing new options for more flexible validation rules in CRM
Editions: Professional and above DCs: All Release plan: We've started rolling out this enhancement to customers. It is being released in a phased manner and will soon be available to all customers in all DCs. [Update | 26 Sep 2024] This enhancement hasAdding or displaying "Accounts" to Campaigns
I understand we can add contacts to a campaign, but to really get use out of campaigns I need to be able to add Accounts (or at very least, display the Accounts that the Contacts are associated with). In my business, we are on first name basis with manyWhere do i find my latest mass email draft?
I spent hours doing an eblast, sent it out to my team, and now cannot find it in my CRM. Where do I locate drafts?Zoho CRM Client Portal
I have set up domain mapping. https://help.zoho.com/portal/en/community/topic/early-access-rebrand-your-crm-with-the-all-new-custom-domain-mapping-setup-18-5-2023 When a Portal User logs into the Client Portal and prints any page, the Zoho branding stillWhat is the recipient when creating Whatsapp Notification in Zoho CRM?
I want to make a whatsapp notification in workflow rules. I want to send whatsapp notification from whatsapp template for the leads after 24 hours conversation window is closed I really don't understand what the recipient here is could you please elaboratecan we split the Whatsapp Message (Business Messaging) to only appear to certain user?
I know that we can split the leads record if a user send a message through Whatsapp API in here as you can see from the image above, we assign two users to handle the messages but it seems to me that all users can see all messages in the 'Message' moduleShopify DTC Sales into from Books to CRM. Can the imported sale be a "contact" only with a sales record?
Currently our integration when importing sales from Books, is creating a Contact and a Account for that contact under the same name. We have been told by our integration partner this is a mandatory function of ZoHo. They are not able to import a SaleTEMPLATES FOR QUOTES
Hi I am facing a lot of issues in creating a template for a quote with discount in ZOHO, we are unable to maintain alignment in our quotes . We have tried lot of things and still cant manage to get this basic thing right. Various emails to the ZOHO wasRemoving or dissociating contacts from deals
Hi all, I am working on creating an intuitive system within the CRM to deal with old contacts who have since left the company. We still want to keep them in the system, but do not want them attached to their old accounts or deals. What I've done thusHow manage to hardware and software contracts.
So I have been tasked with setting up on crm a way of managing our software and hardware contracts. with a filter switch, so if they are no longer on say a hardware contract but still on a software, we would like the history about the hardware contractMail Merge Document linked to Wrong Module
I've typed up a big document and realised its linked to the wrong module (Jobs). Is there a way to change this?Export multiple Invoice PDF
As part of end of year accounting a client needs to export all of their Invoices in PDF from Zoho CRM. Do they need to click into every single Invoice and click the Export to PDF button. Is there a means of either doing a mass Export to PDF of all InvoicesWhen Email is sent, automatically have information be stored inside.
Hi there, I just wanted to know if it was feasible to make it so that when i receive an email to a specific email, all of the information or contents would be filled up inside of leads. This will help me with another side of the process that im workingHow can I create individual records from a subform
Hi, I am collecting subform data into a Lead record and I need to create individual records for each row associated to the account when it is converted. How can I do this?Account
I need to know how the maximum contact records available in my subscription. Also pleas advise the process to increase Contact Records. Also I need someone to contact me, I may need to add users, but need to workout a package that would fit my budgeForm to update a CRM contact field
Hello I need an help as I am going crazy. I need to create a form where there is a dropdown field with the contacts of Zoho crm (if possible filtered on the base of a field) and where other fields will be be automatically fetched with zoho crm data asKiosk Studio wrap-up | How our community used kiosks in 2024
Hello, everyone! Happy new year! The end of 2024 has been busy, and 2025 promises to be bigger and better. As we ring in the new year, let's rewind and look at Kiosk Studio, our no-code customization tool. The past 300 days have seen the CRM communityCreate deal from estimate
Hello, I have integrated CRM and books. I created an estimate on CRM but I would like to allocate that estimate to a deal with the contact. How can I do this please?Next Page
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Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform toTrack online, in-office, and client location meetings separately with the new meeting venue option
Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at theWrapping up 2025 on a high note: CRM Release Highlights of the year
Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank youNotes badge as a quick action in the list view
Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associatedAll new Address Field in Zoho CRM: maintain structured and accurate address inputs
The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
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CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageRestrict Users access to login into CRM?
I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able toChanging field types
Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. ThanksCan I use a Standalone CRM Function as the Callback URL For Async Export Data API?
I am creating an export job using this API https://www.zoho.com/analytics/api/v2/bulk-api/export-data-async/create-export/view-id.html There is a "callbackUrl" key in the CONFIG object. I tried copying the URL for a standalone function in CRM which canUnable to remove the “Automatically Assigned” territory from existing records
Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically
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Wrapping up 2025 on a high note: CRM Release Highlights of the year
Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank youGood 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 activitiesPresenting 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 deliversCreate 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 standardIn-person ZUG Meetups for Real Estate Professionals - US Q1 2026
The Real Estate Zoho User Group is going on a multi-city, in-person meetup tour across the US, and we’d love to see you there! These meetups are a great opportunity to: Connect with fellow real estate professionals using Zoho Share challenges and discover
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