Repeatable Fields/Sections in Zoho CRM
Hi Zoho Team, We have a module in CRM named "Clients". We would like to know whether it is possible to have a feature enables us to have repeatable sections in our clients' profiles? For example, if we customized a section in the clients' profiles named
Formula in Sub Form
Hello - I have created a sub-form and the data is going to be insurance policy information. However some of the policy amounts are based on a percentage of a main coverage. For example, Debris removal coverage is 5% of the main dwelling policy. Is there
Contacts with Deals not appearing.
What: I simply want to see all of the contacts that are tied to an open deal Problem: In Contacts Module > When filtering on Contacts with an open deal, Zoho only shows some Contacts instead of all. Details: More specifically, I should have ~200 contacts
For Each Loop only returns 1st result of List, not the whole list?
I have a custom function that collects event data from Google calendar using invokeURL. I want to create meetings in CRM from this URL response. The invokeURL response contains over 100 records and works perfectly (code line 2). Then I'm using a For Each
Planning Sales visit to local lead, contacts
Hello, We have our leads and contacts in CRM. One sale is asking me how he can view all leads and contacts (ideally on a map) in a given area (city or country or "region") so he can plan visiting them. What can be done or need to be developed to have
ZOHO Nightmare
I am writing as a long-time Zoho user who has faced significant challenges implementing your platform for my business. As a New York-based real estate broker, I have invested over $10,000 and nearly two years trying to integrate Zoho CRM with my WordPress
How to present an Analytic on a CRM dashboard and filter it on loginuser id
How to present an Analytic on a CRM dashboard and filter it on loginuser id? I want to display an Analytics pivot table (as a widget) on a CRM dashboard and have the pivot filtered on the loginuser. I want additional user-filters available, such as date,
Changing Related Modules in a Report
Once a report is created, is it possible to add Related Modules? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Emails and Kanban for Portals
There was talk portals would have emails and email templates, and kanban view. Is there any release date for this? Portals has been so good for offering a simple crm option. It just needs a couple of small things.
Can the Comments from approval process be posted onto a module field and not on the timeline?
I have set up approval process for the quotations module and would like for the approval comments to be posted onto a module field as opposed to me searching for the particular quote and going to the timeline section. This would also help keep tabs on
Calculating Active Months and Recurring Monthly Revenue
Hi everyone, as part of my offering I have a membership community that people pay monthly for. This is hosted on Squarespace. In my Zoho CRM I have added a field for the date a person becomes in active. This means there is a "closing date" which is the
Introducing color coding feature of picklist fields in Meetings
Dear All, Greetings! As part of the ongoing UI enhancement, we are excited to introduce color coding of picklist fields in Meetings. 'Meetings' is a great way to collaborate with peers and stay productive. You can block the calendar, invite participants,
ZOHO CRM API changing timestamp format
I'm working on integrating ZOHO CRM API with USM anywhere. USM anywhere supports only a few timestamp formats. the current timestamp format( yyyy-MM-ddTHH:mm:ss±HH:mm) is not supported by USM. Is there a way I can change this format to for example(yyyy-MM-ddTHH:mm:ss)?
Formula field update
In a Blueprint, I have a stage called 'Plan inspection date'. At this point there is a fork, which depends on the number of days between now and the installation date. If there are less than 21 days, then the inspection should be planned urgently, if
Surpress Zoho warnings in Customer Portal
I'm experimenting with the Customer Portal. When I log in as a customer, this message shows up, completely covering the menu bar at the top. Can such messages be surpressed? I know, it is very easy to get rid of it, but when I demonstrated the portal
Custom Modules Support for Zoho Creator Integration
The title says it all. We have to create custom coded widgets for every little thing because this is not supported. Zoho Creator does not support custom modules. Zoho Forms does not support Multi-select-lookups. The point of Zoho is to not have to code
Filter Criteria - Default Option for text fields should be "Contains" and not the current default "is"
When in a list view and filtering by an input text field it would be a lot more helpful to have the default criteria be "contains" instead of "is". The "is" criteria is too specific and I'm forever changing it to "contains" in order to use the filter
An accurate email totals report
DOes anyone know how to create an email totals report that actually works? I am running the outlook integration and if I count the actual total number of emails that I sent last month, it is ten times higher than what zoho reports.
Trouble Creating Basic Chart for Accounts - past 6 months
We run a sports performance gym, and I want to create a chart to track member growth, by month, over the last 6 months or so. We group members under the Accounts module (e.g. a family of 4 contacts has 1 billing account). Accounts are termed "Active"
Possible to pause/control the data refresh schedule for data visualisation triggered from custom button?
In a module record view, I have created a custom button action to show a data table view from Zoho Analytics, using https://help.zoho.com/portal/en/kb/crm/customize-crm-account/custom-links-and-buttons/articles/custom-buttons. I noticed that the view
Creating cadences Unable to save
Hi, I'm creating a cadence for sales based on the leads module I have email templates in a folder "sales Cadence emails" when I add follow up 1 I select the email address of the user the cadence is for but it won't save....why not? Moderation Update (2nd
Tab order for custom phone fields.
Our Lead records utilize multiple custom phone fields, appearing in multiple sections. The tab order has been configured from top to bottom for each section. When users create a new record, or edit one in a way that makes a custom phone field appear for
Brand New and have some questions
Hi everyone. I am brand new to Zoho and have some questions I need help with. 1. I just imported a bunch of contacts and most of them don't have any association with an account. However, an account is required to add them to pipelines it seems. Can I
Immediate action required by Notification SMS users
Attention dear customers, This announcement seeks immediate action by CRM Notification SMS users to update their telemarketer aggregator for notification SMS compliance. We would like to bring to your attention an important update in the Telecom Regulatory
Territory management and roles hierarchy
Hi everyone, we are facing a problem with territory management. Our roles hierarchy is quite simple: - Area sales managers - Sales executives (reporting to Area sales managers) - Backoffice "Sales executives" can see only accounts/contacts/etc based on
Prefill Zoho Bookings form fields when using 'Email Booking URL' button in Zoho CRM
I'm utilizing the 'Email Booking URL' button in Zoho CRM, linked to the 'Contacts' module. After the contact sets the meeting details and receives the email, I want the Zoho Bookings form to automatically pre-fill with their information (name, email,
Webhook Failure Alerts and Retry Mechanism
Dear Zoho Team, I have a workflow in Zoho CRM that sends a webhook whenever a specific field is updated. Occasionally, the workflow fails, and I can manually check the errors under Settings > Automation > Actions > Webhook > Failures. However, these failures
Zoho CRM not saving edited quotes
When I am editing existing quotes, zoho CRM often gets stuck and I see only the red circle with line through it when I try to save my edits for that quote. This is destroying my workday. Help please!
Change default identifier field in custom module
Hi, i have searched through several community posts and helpdesk articles but i have not been able to find a proper solution for our problem yet. We have created a new module which aims to provide similar functionality as the default "accounts" module.
Importing Accounts with Parent Accounts
I would like to import accounts that contain parent accounts. I see a Parent Account but do not see a Parent account number in the Zoho fields and will need this to make sure the correct unique parent is imported. Can you help explain how to accomplish this?
Zoho Account search not finding account even thought account is created
Hi Over the last week I cannot find a account on a lookup field, the account exists as when I check in the module its there. Any lookup filter, in a lookup field fails to find the appropriate account, im not sure if you have a Regex issue but its clearly
How to send an alert when there have been no leads for 2 days
Hello, I want to be alerted when there have been no new leads created for, say, 2 days. It seems like it should be a simple thing to achieve but I'm struggling. I tried asking Zia and this was the answer, but it doesn't fit what I'm seeing on the workflow
SIGNATURE FIELD INSIDE CRM MODULE
I need to have a signature field inside CRM MODULE This can be used into my Post Sales Module that i´ve created to make Meetings Summary I need my client to sign this Meetings Summary during my visit and that ain´t possible with Zoho crm I know we have
email and username change
HI, I'd like to change my email and username for my zoho store, please help me on this issue.
Active Customer List 2024
Hello everybody, i am just a beginner :) how can i create a customer list of all active customer in 2024? Active customer means, all customers, who received an invoice in 2024 of us. Just tried already in CRM. Can i do that also in ZOHO books? I am looking
Setup for a service based business
I apologise if this has been asked before but a search of the forums didn't turn up what I was looking for. I am looking at setting up Zoho CRM for a consultancy based business and so there are no products as such. This is fine as I can create a product which is time based. However, I do not seem to be able to get rid of the concept of having quantity in stock. I have a unlimited supply of time! How can I bend Zoho to my will and get rid of the stock control? Thanks Neil
Act on your customers' voices in Zoho CRM
Dear Customers, We hope you're well! We are super excited to present a pivotal addition to VoC in Zoho CRM—the ability to act! Customer feedback is directly proportional to customer experience, and in this customer-driven market, that feedback has a powerful
Empower Your Team with Kiosk Studio in the Professional Edition!
Hello Everyone, We are thrilled to announce the introduction of Kiosk Studio for all users on the Professional edition of our CRM. With Kiosks, you can streamline the data collection process, customize CRM capabilities, and make them available for all
Validation rules for fields used in blueprints
Dear community, I'm designing a blueprint for me leads nurturing process and I've noticed an issue with the validation rules applied for fields. I've applied a validation rule for the "PHONE" field and it's working just fine when I insert a new phone
Streamline appointment booking for patients | Kiosk Studio Session #3
Hello everyone! You may be using kiosks today to help your CRM users streamline their workflows and enhance efficiency. These users could be sales reps in a manufacturing company, agents in a real estate firm, clerks in a government agency, and so on.
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