Custom Modules Now available for Standard and Professional Editions with Expanded Limits across all editions
#CRM25Q1 Hello Everyone, We are here with an exciting update to Custom Modules in Zoho CRM. Custom modules will now be available to Standard and Professional Edition users, with expanded support across all editions. The standard modules offered in Zoho
How do I stop systemgenerated@zohocrm.com emails
How can I stop Free CRM to send emails when a possible client turns into client. the emails are flooding my inbox
Can't insert email template
Hi there, When I click on a contact and select Send Email, I would like to be able to insert an email template. I have created an email template in Setup> Customization> Templates however this option is not availabe when I click Insert Template. I am
Open a report and filter it based on my current module selection
I am looking to take a report that I have created and use a button in my custom module to open that report and have it filter down to the data from the account selected in the custom module.
Form not getting attached
After form submission by the user, its not getting attached with the lead. And record not updated.
Formula fields - Request for dynamic recalculation / proper implementation
Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula
Change Home Page Component size
I have added a "simple" search kiosk to my home page but it takes up a lot of screen real estate. How can I reduce the size of that component so that I can get my screen real estate back.
Gamescope is leveling upto Motivator for Zoho CRM
Hello, As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
Zoho CRM Quotes module or Zoho Books quotes As a Data Source
Hi, Since there has not been any improvement in Zoho CRM or Books Line items management, i wonder if i Zoho Writer is going to add the following feature : - zoho books data source - zoho crm Quotes source
Changing Default Email view
Hello! In the CRM, the default view of Emails in Deals its the Deals itself. It is handy that one can change it to see Emails associated to the Contact associated to the Deal. This is the way we will mostly operate. Is there a way to set this behaviour
Api Integration
We are not able to do twilio WhatsApp call or SMS with Zoho.
Undo the recent mass update done
Hi My last action is a mass update done to 500 deals , which was done erroneously as the filters weren't selected correctly. Can the last log be undone urgently
See more information of records of related lists
Hey, we need a way to see more information for every record inside of a related list. Only columns are not enough. We need a section for every connected record where we can show data, maybe even subforms.
CRM deals help!
We are using Zoho to track the sale of digital products. The way they are purchased is that the user of our website (the purchaser) goes into their account and 'raises' a deal. This is classed as a 'draft purchase' and we have changed the probability
Zoho Sheet View
Hello, Is there a way to either customize the columns that appear in Zoho Sheet View, or else show all columns?
How i can move the records from blueprint A (inactive) to new blueprint B (Active)
Hi team I have a question, I just generated a clone blueprint (A) which I left active, and the original blueprint (B) deactivated it, well, I need to move the records from (A) to (B), is there any way to do it? Regards, Pablo
IndiaMART Integration for Zoho CRM
If you need to get IndiaMart leads in Zoho CRM without using Extension then this solution is for you. See step by step guide to integrate IndiaMart API quickly. Create Leads in Zoho CRM - IM ENQUIRY TIME, IM PRODUCT, IM QUERY ID, IM QUERY MCAT NAME, IM
Shout out Canvas!
If anyone has not used Canvas designs, please watch this video. The canvas team have been really amazing to help us get to this result. This makes training teams so much easier! I'd much rather build a canvas design than write user guide documentation.
Email Alerts for Schedule Failures in Zoho CRM
Hi, I hope this message finds you well. Currently, when a schedule fails, there is no automated way to notify us via email about the failure. This makes it difficult to promptly address the issue as it requires manual monitoring to identify and resolve
Setting recurring tasks and reminders in tasks module are enhanced in Zoho CRM
Hello everyone, In this post we will brief you on the enhancement in creating a recurring task and setting up reminders. Let's take a look at the what has been changed. Recurring tasks can be set using Due Date Earlier, to create a recurring task you specified the Start Date, End Date, and the appropriate Repeat Type. Now, the start date field is removed and instead you have to specify the Due Date. The task will be repeated based on the mentioned due date. Custom repeat types can be configured
Home Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open Activities
INVALID_DATA Error While Setting Date Field in Client Script of Details Page
I am trying to detect the Stage change on Details(Standard) page (with the stepper section), then update Stage_Updated_At (Date) field with today's date. Thanks to @Ishwarya SG 's direction, I found this topic and I managed the first part
Cases module mail merge
Hi Guys Is it possible to use fields from the cases module within the word mail merge ? I dont see this option in the word mail merge application. Thanks Chris
Twilio with Zoho CRM
Hi! We want to integrate Twilio with Zoho CRM and Bookings. On Zoho Market Place, the only integration with Twilio that allows calls, is one made Ulgebra. Is there any other integration? Either native from Zoho or Twilio? If not, as anyone tried the one
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 the
Add 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 allowed
Linking 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 that
CRM 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 enable
Show 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 lookup
Restrict 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 options
Zoho 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 on
Default 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 to
Increasing 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 column
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