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 predefined
how 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 an
Field 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 description
Why is this an Invalid Collection String Error?
Here's the code snippet: Enddate = EventEnd.toDate("yyyy-MM-dd"); EventCollection = Collection(); EventCollection = zoho.crm.searchRecords("Events", "(End_DateTime:starts_with:"+Enddate+")"); for each eventday in EventCollection { //create a list of events
So many tools...
As a low- to no-code user and no funds to budget, there are so many options to choose to get my work done and when I start thinking about workflows for people other than myself, I get confused about the most streamlined way to move forward if I can get
Doesn't Catch Duplicate Accounts
Zoho is very bad at catching duplicate accounts. If we have an account in Zoho, and we import the same account but with "Inc." or "LLC", it doesn't catch it, it just duplicates it. When importing from another app (like ZoomInfo) I set it to catch duplicates
Quickly review loan applications for maximum efficiency | Kiosk Studio Session #5
Looking for more ideas? Please check out our other posts! Session #1 covers how to view customers from the same industry. Session #2 covers how to build a call script kiosk. Session #3 looks at streamlining appointments. Session #4 shows how kiosks can
Canvas rules
I see that we can create canvas rules. However, all I see is a way to define criteria that will control when a Canvas Rule is applied. However, I can't find a ways to define the settings that would be applied when the criteria are met for the Canvas Rule.
Zoho CRM and Books integration (related list) column customization
I was wondering if it's possible to add more cloumns (more informations) inside the related list that we get when we enable the integration. As you see we would like to be able to add more information on the invoice (or the same for PO in vendor).
Manipulate the Date Time field using deluge
To update the DateTime field using deluge. CurrentVar = zoho.currenttime; TimeVar = zoho.currentdate + " 10:00:00"; if(CurrentVar > TimeVar.todatetime()) { CurrentNew = zoho.currenttime.toTime("yyyy-MM-dd'T'HH:mm:ss").toString("yyyy-MM-dd'T'HH:mm:ss+04:00");
Configure Notes Title for Blueprint Transition
It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the
CRM portal users can now log in using their mobile phone numbers
Hello everyone! You can now invite portal users using their mobile phone numbers. These portal users will be able to log in using their mobile number and OTP. Templates for these portal-related SMS can be customized as per your needs. This enhancement
Menu Bar
Hi, Please guide how to change menu bar from vertical to horizontal
Add Serial Number Zoho CRM Subform
Hi Guys, I need to add Serial Number in Zoho CRM Subform table. In addition of an row we can easily create in Zoho Creator. But in Zoho CRM how we can do that? Any suggestion would be very helpful. Moderation Update (10th June 2025): I'm locking this
Issues with completing calls using ZohoCRM and RingCentral
My company has been a multi year customer. We have always used RingCentral for making our sales calls. In a normal call, we are presented a green button next to the phone number of either a company or contact we want to call. Lately, after a few calls,
How do I visibly display the Contact Unique ID on the Contact page?
We've used Zoho's API to connect it to our website. The website keys off of the Zoho Unique ID for the contact. Because of this, it's important when merging duplicates to know what the unique ID is for the contact. Is there a way to display the Unique
BUG ALERT: Client Script + Commands -> $Page contextual data is not updated
When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the following
Email > "IMAP - Inactive" notification: Notify Admin when disconnected
Is there a way for an admin to get automatically notified when a connected email account becomes disconnected? For example: We use gApps for email and have connected it to the CRM. Sometimes, these email connections need to be re-authorised and the connection
Custom module in Portals won't edit
I have a custom module but Portals access users can't edit it. They can create and delete though. In the Portals settings I have Create, Edit and Delete set turned on. Anyone know what this could be?
Convert Leads to Deals in Portals?
Is there a way to convert leads to deals, like the main program does? It doesn't seem to do it in portals. It seems a bit pointless having it.
Field value permission to set for automation to work as expected?
I would like confirmation on the CRM software behaviour with the following configuration. A while ago I had discovered the solution by trial-and-error and now I don't remember what the conclusion was. I have a picklist field in the layout that I only
Default view in Email on Company Module
Is there a way to default the view on the COMPANY module to be "Emails Associated with the Related Contact" it is extremely frustrating to have to swap it every time. This is fairly new - it used to have it defaulted differently
YET ANOTHER BUG: Client Script Flyouts no longer acting like Flyouts
As per https://help.zoho.com/portal/en/community/topic/kaizen-157-flyouts-in-client-script one of the key benefits of a Flyout over a Popup is the ability to move it around the page. This no longer works. The "width" and "height" configuration settings
Translation in Zoho CRM now supports various regional languages
Release status (Last modified on January 2, 2025): This feature is currently available for all users in enterprise and above editions, across all data centers. Hello everyone, Imagine a multinational company with teams spread across various regions, each
Last Name / First Name
Hello , My company adds contacts on a "Last Name , First Name" basis. We've noticed that when viewing accounts there is no " , " (comma). It's VERY misleading. I have set the custom view to show "last name" "first name" instead it joins them both and
Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management
Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since February
Add blueprint buttons to listview and kanban
Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appear
CRM Multiline Field Spacing Bug
If the text in MultiLine field is changed through client script, the spacing isn't reset and we get a lot of empty space Screen Recording is attached that shows the problem
Housing Leads and Existing Customers
We are a Software as a Service (SaaS) company offering subscription-based services. Our customers include individuals, businesses, and resellers who market our software to their clients. Currently, we use Zoho CRM solely for leads/deals, but we would
Solution for setting up header and footer in a template
Hi all, Emon need for business, I have long searched the forum and also how to put in my quote and my bills a header and a footer. And finally, I have an other working stream elements allowing me to meet my needs ... Given the number of people seeking the same thing as me, I say it might be good to share my discovery. It's simple and easy to implement First, start by adding the beginning of your HTML the following: <style> html {margin: 0;} body {margin: 0;} div # printhead { display: block; position:
Zoho's biggest issue is unaddressed - Slowness
I am sure most people reading this post also experience the very slow response times of Zoho CRM. If you read the hundreds or thousands of posts on the topic...you will see that Zoho tries to take each poster offline to solve their problem as if it were a web browser tuning issue. It is not a web browser tuning issue, it is very certainly a symptom of not purchasing enough server infrastructure (whether its the IP pipes, Disk I/O, Server I/O I don't know) which is probably a symptom of not charging
What takes from the inventory quantity
There are several options SaleOrders, PurchaseOrders, Invoices... which ones disminish the Inventory quantity of the product? Does the change occurs online?
Show or hide a field based on the value selected in another field?
Can this be done in CRM? If not and can only happen in Creator is there a way to combine Creator and CRM without paying for 2 accounts? Thanks in advance for your response(s). Moderation Update: I'm locking this post since a solution has been provid
Questions about ZohoCRM's portal features
thanks for the care from you every time. I have a question about ZohoCRM's portal feature. Products are displayed to the customers invited in the standard portal, but the products and prices to be displayed differ depending on the segment of the customer.
[Client Script] How to get selected related record Id
Hi Zoho, I set an client script button in related record list. We would like to fetch the selected record id/field for further action. But I don't know how to get the selected id. If there is not possible to get related record info, then what does the
Access of Activities Module in CRM to Client Portal?
I want to enable access of Activities Module in Client Portal of my CRM to my Clients but not getting option to choose the module. By doing this I aim to give the access to the clients to their realtime status of the work going on and they can track the
Is there a quick way to copy the contact details for a Zoho CRM contact?
This has probably been asked lots of times before, but I couldn't find an answer anywhere - Is there a simple 'one-click' way to copy a contacts details from Zoho CRM, so that you can paste it into an email or word document? All I need is to grab 'business
Restrict Past Date in Zoho CRM Module
How can I restrict from selecting a previous Date? I want only future dates to be selectable
Zoho CRM Appointments and Services
The Appointments and Services modules are nice but very limited. Is there any chance that Zoho will make these more customizable or expand the fuctionality? Appointments Allow "Appointment For" lookup to the Deals module. For us and I'm guessing others
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