Different custom view sharing settings for web & mobile app
Hello, One feature that would be very helpful, especially in businesses where there are users that primarily or solely use the mobile app and who have different job functions that users mostly using the web app, is to define custom view visibility separately
Import does not UPDATE existing records
When I import, although I have the original Record Id, from a previous export, the import creates NEW records. I just want to update those records with the new values from a CSV I have 1200 leads I exported 3 fields to CSV. So I have 1200 rows the my
Product search issue
Hi, I would like to understand what is the search logic of product module. We have lots of pen, but when I key in "pen", there is no result back.
Calculate next due date
Hello Zoho Community, I need to calculate something. Perhaps you have an idea: I have a field for a starting date of a contract. e.g. 1.3.2023 I also contract length in month: Renewal every 3 month Now I want to calculate the next renewal date. (In this
Error when automatically filling up field based on lookup field
I tried running this code: try{ var procurementId = ZDK.Page.getField("Procurement_List").getValue().id; log(procurementId); ZDK.Page.getField("Procurement_list_email").setValue(ZDK.Apps.CRM.Procurements.fetchById(procurementId).email); } catch (error)
Zoho CRM Group Records
Hello, It would be a great addition if we are able to group records by a field, not only sort them. For example lets say I have a field Account Status - a) Potential b) Customer Currently I can sort all the records, but it would be nice if I am also able
How to carry over module name to another module with automatic generated number
Hi there, i want to be able to from a module called sales order, automatically put the name into Delivery order, however there is a workflow that automatically generates the name as the delivery order no. picture of delivery order name and no. in this
CRM Developer Connection
I want to change an developer admin account to a non admin on production. This account has connections created under it, is there a way to transfer ownership of the connections or will I have to recreate them?
Meeting color coding - determined by filter
Hello, the meeting color coding is great! I have an idea, can the filter setup screen have an option that says "Field that determines calendar color coding". Since the filter being used at the time still determines that only 1 picklist is driving the
Can I Create Check Box Fields Instead of Multi-Select?
Is there a ways to create a field that has several check boxes to choose ? ..Not Boolean For examples, Field Name "Areas Of Pain" -Neck - Back - Shoulder I want a check box next to each so person can check one or all.. I know I can use mult-select but
Quotes - Products - Discount percentage does not work
Team, I have a layout in Quotes with Products to estimate the budget The thing here is that I've added Discounts to the grand-total (that works fine) and also possible per line. This one does not work: everytime i choose a product, and select the price
Changing Web form Button Color
Is there a way to change the color of the button on the web form? When I embedded it into wordpress , my buttons turned blue. Help how do I fix it ?
Unlocking customer insights everywhere: Voice of the Customer (VoC) feature is now open to all
We are pleased to inform you that our Voice of the Customer (VoC) feature is now available for public access. This marks a significant milestone in our journey to provide solutions for understanding and analyzing customer feedback. If you are hearing
How to transfer uploaded file from one module to another
Hi there, I have made it so that when an enquiry is created, an estimate will be created using workflow. I want to be able to copy the file uploaded from enquiry to estimate module is there a way to do so? Enquiry estimate Moderation Update: We are locking
Add Headlines/Paragraphs/Text to Layouts
It would be extremely beneficial if we could create Headlines, Paragraphs, or other Text in module Layouts (specifically leads and deals). This would be extremely helpful with written instructions for the users, such as outlining a qualification process
Creating and working with reports - Knowledge Base
Hi ZOHO Teams Here is missing an article I think. Knowledge Base CRM Analytics and Dashboards Reports Create/Edit reports Ropic: Creating and working with reports Regards, Kochnik
Zoho CRM Joined Report is limited to 2000 rows
Exporting a Joined report is limited to 2000 rows. How do i export if I have more than the limit?
Webform
Hello Zoho developers 💻 I just went through the Webforms functionality in Zoho CRM. 🔹Webforms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of data
Create an alias for multiple users
Hi there, You've been of great help for all my issues so far. And I'm grateful for that. I hope you can help me with one more issue. I want to create an alias for more than one user. The reason for this is so that multiple users can see, reply to and store incoming and outgoing messages to that alias in such a way that all actions made by one of the users can be seen by all the users of that alias. Is this possible? Thank you! Kind regards, Hashim
Bilder der Formen | Kontakte exportieren
In den Firmen haben wir Logos (Bild) und bei den Kontakten Fotos (Bild) je Datensatz hinterlegt. Wenn wir die Datensätze exportieren wollen, dann werden die Bilder nicht mit exportiert. Bei Artikeln ist es ebenso. Wir exportiert man die CRM-Daten mit
Pulling subject name from deals to custom module
Hi there, i want to pull the subject name from deals to another module which is a custom module so that i dont need to type out the subject name everytime i create the delivery order in deals module. This is the picture of inside the deal module, before
Target lines missing on CRM dashboards
Since the 1st of October the target lines have disappeared from our charts on dashboards. We are using "Target Meter: Multiple Bar". Is this a bug that has been introduced in an update?
Assignment Rules not triggered for Leads from Zoho Social
I have Configured few assignment rules in Zoho CRM. However it is not getting triggered for the leads that is getting synced from zoho Social lead forms(Facebook ad Leads). Need to understand if assignment rules will be applied on Leads from Zoho social
How to auto fill fields based on look up field
Hi there, I want to make it so, based on the vendor name, the vendor details will be updated. Using client script ideally as i want the user to be able to check the vendor details in the creation page
Set workload limits in CRM with Assignment Threshold
Hello folks, You've witnessed the real-life struggles sales teams face when they're overloaded with tasks. These struggles usually involve: Account executives juggling multiple clients Sales managers struggling to allocate resources effectively Sales
Creating a Related Record via Deluge
Hi, I am currently trying to write a Deluge Function that automatically links a record from the Contacts Module to a record on our custom Faculty module. To be clear, these two things are not linked at first, but we hope that this deluge function does
Email Template Builder: Cannot Change Color Of Bullets Or Numbers
Just wanted to share a bug I found in the Email Template editor: if you use a bullet list or a numbered list, the color of the numbers or the bullets does not change when you change the text color. It's particularly painful when you use a dark background
Deluge Issue
Hi Zoho, I am not sure if zoho change something for deluge. Now when I am trying to get User information, it will return me null.
Set up multiple auto-response rules to customize webform responses in an enhanced UI
Hello everyone, Businesses rely on webforms to capture potential leads, but manual follow-ups to every submitted request can be time-consuming and result in missed opportunities. For this purpose, we've created auto-response rule functionality that you
Email template character limit issue. Zoho Template Editor creates a lot of redundant code
Hi I created a Leads Email Template with the new Zoho template tool for my Leads, since you offer NO WAY to clone the same template to use with Contacts I had to copy the HTML code at the Send email window from one of my Test leads. So, I copied that
Sign-up form is now available for CRM portals
Hello everyone! We are happy to announce the sign-up form for portal users. Until now, portal users had to be invited from Zoho CRM, but with this enhancement, users themselves can create an account in an organization's portal via the portal form. The
Kanban view for tasks?
Hi there I'm a Zoho One customer and want to know if there is a way in ZohoCRM or other Zoho apps to do the following: 1. Create progression/stage boards like in trello 2. Be able to list it as contract sent - client signed up - Case reviewed - documents shared - case finished and then put customers into either stage depending on how they are progressing 3. Within the tile for each customer within stage I would like to be able to have a note added i.e. Case reviewed but concerns about ABC or other
Picklist & overdue color coding on Tasks Module
Hello, Requesting the Tasks module have color coding for picklist fields. Also requesting if there can be an option where overdue due dates can be highlighted in RED. Requesting this for Kanban, Listview, and Detail view of Tasks. See example on Kanban
Related Records Max Limit?
Hi, quick question. let's say i have the leads module and contacts module, and they relate to one another in that I can link records between each module. what is the maximum number of leads can i assign to an individual contact? or vice versa, what is
Calls are overwriting fields information
I have this problem : when a customer calls the service line tracked by Call Tracking Metrics, the existing lead information is updated. How can I prevent certain fields in the lead record from being overwritten, regardless of the source (e.g., phone
Send an Email Template from Different Email Address
I have a number of different emails that I want to use to help with allocation of Tasks. When I create a Form and a Customer responds, I then use certain email templates to respond. Options I have to respond could be noreply@ admin@ just as examples.
Can you view who "opened" Zoho CRM Cadences?
Hi there! I know there is a way to track how many people opened the email you send through Zoho CRM sequences, but is there any way to track who opened the emails that you sent. I've tried viewing statistics through the specific email, as well as "show
How to classify dropdown field values?
In Deals we have the stage dropdown where every value can be classified in "open", "closed won", .. etc. How can we have that for custom modules? Long version for context: We have different stages for a custom module like "new record", "testing", "setup
how to get construct URL from a photo uploaded in photo field using function?
I need to make a function that can be used in workflow rules. when a photo is uploaded in a field (image upload field) then I need to get a string URL of that photo and assign the string to a new text field. I need to make something like this, because
Automatically attaching Lookup fields
Hello, So, I am trying to automate the attachments of lookup fields depending on the program that the contact is assigned too. There are 3 possible options for programs and then each program has multiple faculty that it needs to link too. So I need them
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