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
Calculate days between date
Hi there, I want to retrieve the number of days between the day I buy a product, to the day I sell. So I can have the days of stock duration. Example: I buy 1 car in January, 10, 2023 - then I sell that car in January, 30, 2023. My. stock duration is
Looking for ZOHO expert to configure CRM setup
I am looking for a ZOHO export to whom I can outsource the following tasks : 1. configure ZOHO CRM to suit our needs 2. Customize the Quotation template. We are a web development agency so we sell hours and not products and as a result 80% of all the
Changes made by Blueprint Transitions are registered as made by an Administrator
There is a HUGE problem with Blueprints. Changes made by Blueprint Transitions are registered as made by an Administrator. Taking advantage of Blueprints we have setup must of the changes in Leads and Deals. Now our Audit Log is FULL of changes made by
Is it possible to close manually the tracking window of a phone call ?
Hi, When somebody's calling, there is a tracking window opening on the right hand side of my screen in any Zoho application. Unfortunately, because I'm out of the office once and a while, my phone line is redirected on somebody's phone outside of my company.
Bounced Email needs unblocking
Hi, One of our leads email addresses has been blocked due to bouncing. It says the reason is smtp 550, potential spam. This is a double opted in contact expecting the emails. We sent 1 email to them with a ZOHO Survey integrated link, CRM says this email
Understanding Schedules
I consider myself vaguely intelligent and generally pretty good at CRM type stuff, but Zoho Schedules have got me stumped. I'm sure there is a really easy answer to this, but I can't figure it out. I need schedule to run a particular function each at
Introducing Built-In Telephony in Zoho CRM
Dear All, Greetings! We are excited to introduce the bespoke "Built-In Telephony" in Zoho CRM. Built-in telephony is designed to allow organizations to build their own telephony framework, manage subscriptions and payments, generate call reports, and
Wix form submissions to new lead entry on Zoho CRM
Although it works flawlessly with Zapier transferring my Wix form submissions to CRM as new leads, Zoho flow does not have Wix or Wix Automations. I'm tired of paying for extra services like Zapier for things like this when I pay for ALL of Zoho services.
Zoho CRM does not allow uploading attachments
Hi Zoho CRM not loading Pdf files. Status bar shows just about finalized, then "upload failed". Does not raise pop up with additional indication Thx
Add a line to Account and Contact Default Address Fields
Hi all, I know this seems like a small thing, but it would certainly make my life easier. A lot of addresses we have to enter into the system now have multiple "Street" fields in their address. It would be amazing if Zoho enabled an "optionable" "Mailing
Best way to Sell a House Online with ZohoCRM as Back-end?
I want to sell some houses For Sale By Owner on our Wordpress Website and want to use the data in the "Accounts" Module within ZohoCRM to populate the details of the homes shown. Does an elegant way to do this already exist? If so, what solution do you
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