Create data sharing rules to share related module records based on parameters of the module
Hi, How can we change the invoice's owner? I've only one invoice which have been created by my admin account, and it is the only my users can't see into the Zoho CRM ( with Zoho Finances integration). The only difference i can see is the owner. Thanks
Why is the File Upload field limited to 5?
I am trying to set something up where my customers can upload the files required for onboarding them via Zoho Forms, but I discover that I am limited to 5 fields. Our customers need to upload around 10 different documents, each of which I would like to
Rearrange transitions in the blueprint visual editor
Hello. I suggest enabling the ability to move transitions in the blueprint visual editor, using drag and drop. Currently it is only possible to move states; transitions are localized automatically (although not optimally). This would help with a better
Lead Name
I am looking for a way to show a Company, as a LEAD NAME. We are a B2B company, and 90% of our LEADS are businesses...not individuals. We have a list of companies, with no contacts...I could potentially trick Zoho by populating the LAST NAME field with
Deleting fields with dependencies
I'm looking to a proper clear up of our Zoho CRM by fully deleting old custom fields. I know how to do this without impacting my Zoho Analytics data but I'm trying to find a way to identify if these fields have any dependencies within the CRM itself -
Form et Wordpress
Bonjour, J'aimerai savoir s'il existe une possibilité pour garder une trace d'un formulaire Zoho dans son compte Wordpress ? J'ai "embeded" un formulaire Zoho sur une page de mon site Wordpress, et lorsqu'un utilisateur est connecté, qu'il utilise le
Add a password to a zoho form with data from the CRM?
I want to insure the intended recipient is the one filling out the form, I'd like to have a "password" for them to enter. I use the term password here loosely. For example, we capture our customer's birthdays, So having them enter their birthday and last
How do I customize columns when searching to add related records
When adding a product to a record, there is no easy way to customize which columns are shown, and the only way to search is to use the product name. Luckily for me, I get the columns I need and I can find the product just fine. But some other users don't
Zoho CRM Canvas - Subforms
Hi & happy new year! I'm building a new Canvas view and as part of the layout I am using it has a subform. I can insert the subform into the canvas but when in the canvas view I am unable to add content to subform? Are the subform view only on a canvas
Module formula field Output zero if one of the fields in the formula is blank
Hi All, Hoping this is an easy one for someone to answer, I have the following calculation in a formula field (${Products.Trade Price}-${Products.Wholesale Price}) This works fine but if the Wholesale Price is not set I need the output to be zero. At
Zoho Form error: Update Record - Failed to push as the required 'Zoho CRM' field was empty.
I have a zoho form with crm integration. I send the form from the crm by clicking "Insert Template" -> "forms link" from the email editor. The link text that's inserted is in the format of https://forms.zohopublic.com/<myorg>/form/<formName>/formperma/<someID>?crm_entity_id=<contactId>
Dynamic Maximum Subform row entries
Hey! We need to have Subforms that have a dynamic number of maximum row entries based on a field inside the record. Is that somehow possible?
Zapier won't retrieve assignment rule
Hello there! We're trying to automate the process of sending the client info from a landing page (unbounce) to zoho crm. Everything seems to be working fine except for the assignment rule. It doesn't show up in the automation fields.
How to associate a Contacts record with multiple Account records?
I googled to find a solution to this before posting the question here but am not sure if the information I came across is the latest one. I want to be able to associate a Contacts module record with multiple Account records. In my Accounts module, I have
Email deliverability
Good morning, I would like to send newsletters via ZOHO and therefore want to take care about the DMARC topic, which i unfortunately have no Idea about it, can you help here? I attach the message I´ve received as well to this request. Looking forward
Bulk Updates and Untouched Records
We have a field for the industry that the customer is in. Our initial upload of our database was done very poorly, and as a result we are forced to fix all kinds of things in the customer records. Right now, I need to add industries to a slew of companies.
How to Create a Report or List across Two Modules that allows for Mass Updating?
I'm trying to pull a list or report of all Contacts who meet a specific criteria from the Accounts module. I then want to mass update a Contact field for those Contacts in bulk. Basically, I want to find all Contacts who meet Contact Criteria 1 whose
Remove Zoho tracking wrapper from CRM template emails
Hi All, We have URL redirect rules so that when certain links unique to a user/account are sent via Zoho templates, they should redirect to open the mobile app rather than web (mobile web is not supported). Because of the Zoho tracking wrapper that gets
Attachments Rename
It would be great if you could rename, or make a copy of an attachment in the attachment area. Similiar to the del button.
Canvas assignment rule.
I was wondering is it possible to assign different Canvas to different detail record page base on a field. For example, I have a field called Steps. I would like to have Canvas 1 show when it’s step1 and Canvas 2 for step 2. The Canvas we have are WAY
Rich Text Editor adding extra paragraph tags
Hello, I believe a Rich Text field adds extra paragraph tags that show up as extra spaces when rendered in PDF via a template. See the template's output.. it does perfect at first but starting with the bullet points, it makes a lot of extra spaces: Here
Convert a CRM dashboard into a presentation in just two clicks
Availability Release plan: This feature is being released in a phased manner for orgs in the supported editions and DCs. [Update | 16 Jan 2025] This feature has been released to all orgs in the supported editions and DCs. Editions: Enterprise edition
Converting multiple leads to the same account
In our marketing we have multiple leads for the same organisation. When we convert one to an account/contact is there any way to be able to convert all the other leads that have a matching company name to contacts in the original Account. Currently I
Zoho CRM built-in Email validation
Hello, We're trying to do email validation before submitting the data to Zoho CRM to prevent getting the INVALID_DATA error We're just wondering what's Zoho CRM's built-in email validation (in regex?) for the Email fields? Thank you
Toggle UI for Checkboxes
Hey, I would like to have the ability to set Checkboxes to look like toggles:
Introducing Image Upload in Canvas
Dear All, Canvas lets you create or redesign your CRM interface beyond the traditional customization options available. You can design the record details page starting from a blank template or using the default template options available, add images,
How many contacts can a zoho Crm account hold? Account meaning accounts where we store contacts associating with the accounts.
Zoho CRM Community Digest - August 2024
Hello Everyone, This month, we've got a host of exciting updates to Zoho CRM, including early access to CRM for Everyone, the Beta release of ZDK CLI, the new Zoho CRM V7 API featuring advanced capabilities, and the ability to convert dashboards into
Zoho CRM Quotes for Different Volumes
Hello all, I am looking for some ideas or advice on how to configure products give pricing for the same product at different quantities A. Configure Products So here we are looking for ideas how to "configure products" without having to create a separate
Appointments, services and Job sheets
If we make an appointment with a customer for a service and create a job sheet the one thing missing is the ability to link to the customers specific piece of equipment. Any ideas please.
How to change Base Account
How do i change my base Account set up on Zoho?
Introducing bulk additions for subforms via lookup and subform permissions for Zoho CRM
Hello everyone, We're excited to unveil two highly anticipated subform features: Bulk additions for subforms via lookup Subform permissions Let's dive into them further: Bulk additions for subforms via lookup One of our most significant updates yet introduces
+ Field(s) of Lookup Record
Why can lookup field values not be mapped to system-defined fields in the child record? Ex) I'm mapping Contact info (name, phone, email, etc) via the lookup field to records in a custom module "Locations". Due to this limitation, I'm required to create
Need to extract data based on userid - Confuse on term to "aggregate"
Hello, I have a report that have many dates for many customer. I want to extract the list of all dates that pertains to a specific customer, logged in the portal, and then find the next upcomming date. Is that what is call aggregate ? Or fetch ? (english
Rodger's helpful scripting tips #2 - Subforms
Subforms are very useful but also poorly managed. So here are some helpful tips for when you're managing subform data. 1. Subforms are actually a hidden module within Zoho and you can get data out of subforms for all records. If you've ever tried to create
Zoho Creator Integration with Zoho CRM goes live for Professional Users
Hi all, We're excited to announce that the integration of Zoho CRM with Zoho Creator, previously available for our Enterprise and above edition users, is now accessible to all Professional users! With this integration, Professional plan users can now
Public Portals
Hello! I'm wondering if there's a way to make more modules be able to be public in a portal? Right now I have a portal with Contacts, Deals, and Products all public. But I would really love to have Leads as well. I'm aware that I could just add all the
Important changes to Kanban view for Meetings, Calls, Tasks, and Appointments modules
Last modified on September 30, 2024: These enhancements related to the Kanban view in the Activities modules are currently available for all users across all data centers. Modified on September 12, 2024: This announcement was initially shared as a heads-up
Shipping cost in Quotes
Hi, On most of my quotes I add shipping costs. We have a grid depending on zones. Today I add the shipping cost manually by copy-pasting the price from a spreashit. I'd like to have at least a way to select the applicable price of the zone so I get the
Order of the Tags
Hello, I have a full list of tags for my clients. But i'd like to be able to reorganize them and make the ones i'm using the most, on top the list. Can i do that? If not, can you make the option available, a drag and drop. Thanks
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