Rollup field Support for Custom Modules in Zoho CRM
Hi Zoho Team, Is there a way that we can get rollup fields from a Custom Related lists? Upon checking I didn't find it. Let me know if this can be possible now or Any updates on releasing this feature?
Mark custom email fields as functional email for a custom module record
I have created a Client Services module which will contain a record of all active and inactive services I provide to my clients. There is a lookup field to the customer, account, assigned employee and related deal. This allows me to populate email templates
Zoho CRM Constant Random Logouts
Hello, My name is Devon, I have been using Zoho CRM for a few years now, and every few weeks, Zoho will automatically log me out, even when I am actively working. This happens very frequently, probably every 15 minutes or so. Afterwards, the login system
Automatically fill the "Company" field when the lead is created via the webform.
Hello, I have a webform with the fields "Name, Last Name, Email." This webform, after being sent, creates a Lead. Based on the email domain, can Zoho CRM fill in the "Company" field? For example: If I receive a submitted response with the email "user@zoho.com,"
Tracking the activities associated with each lead
I'm having trouble consolidating the information i want into a single report...ideally I would like to be able to generate a report with all of the leads and every single task or activity associated with that lead..is this possible? For example: A lead
No emails in contact timeline?!
I'm having a hard issue understanding some of your "features"? 1) why are we forced to select between three different dropdown options in the contact page to see emails? Shouldn't your option ALL actually show us ALL emails? But it doesn't. It shows only
Trouble with a custom function in Zoho Flow, API, invokeurl, Gmail, SMTP error
I am having trouble with a custom function in Zoho Flow, using invokeurl, with send_mail. Error: "message": "Connectivity issue occurred when sending mail via your SMTP server", I can get it to send just fine from one email, but not another. In other
Custom Field Access in Estimate Module
The user is unable to view two custom fields created in the estimate module in books despite having read and write permission set for the assigned roles. The user was able to see those fields while creating estimates under Finance Module in CRM, but when
List of products purchased by a customer
Hi, i need a list of productos purchased by a costumer, so i can offer you a complementary product. I cant find the products module on my CRM and i dont know if can do that? Thanks.
Historic Records of a User
Question: If we have a Sales Person they are on the "Sales Person" for the Record and then for whatever reason that person is no longer with the company and we no longer need that User Seat, do those records keep that name in tact to that client so we
Layouts and Roles
Good afternoon, I've created 3 different Layouts for Leads (outside of the Standard view, which we aren't using) - we'll name them 1, 2 and 3 for simplicity. We also have Roles assigned to Users, again we'll name them 1, 2 and 3. What I'm wanting to achieve,
Sort a supform by date field
Hi, how can i sort a subform on a date field, so that youngest date are in first row? thanks Rolf
Introducing multiple location URLs and date picker in Webforms
Hello everyone, Webforms simplify the process of gathering prospect information by hosting forms on the website. The interested visitors fill the details and submit the form that lands into the CRM system giving the company an interested lead to follow-up
Dynamic individual targets on CRM analytics for salespeople
Hello, Following this thread https://help.zoho.com/portal/en/community/topic/zoho-crm-sales-targets-for-individual-salespeople There is no option today to set a salespeople dashboard template because components' targets are not dynamical. As answered
Attachments Section Workflow
Hi there, Is there a way we can setup workflow notification trigger every time any attachment is uploaded or removed into the attachments section: I would like to make sure that our Managers get notified whenever a document or file is uploaded for our
Review Request within BluePrint
Hi, related to the question and answer here: https://help.zoho.com/portal/en/community/topic/approval-request-within-blueprint Now I can run the approval request within blueprint by separate the stage into several blueprints. However, when I tried to
Unable to cancel Zoho CRM Plus trial
Hello I need to cancel an unrequested CRM Plus trial in order to access my regular CRM professional account. Whenever I want to access my data on crm.zoho.com, I am automatically redirected to this page https://crmplus.zoho.com/portalXXXX Whereas according
Phone masking
Hello! Is there any way to hide the phone number in Zoho CRM from agents and still allow them to call customers using click to call button? Moderation Update: I'm locking this post to avoid redundancy. We encourage you all to follow the linked post below
Deduplicate - How can I find out if my version of ZOHO CRM can Deduplicate?
We would like to combine all the duplicate records. From Tools I cannot find the Deduplicate tool. I am also an administrator (although there are three administrators. Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Create custom button which replicates the Mail Merge button
Hi Our CRM users go to a Deal's record>More>Mail Merge to create a Contract. This works well. However, can we have a custom button called "Send Contract" which appears at the top of a Deal's record? The functionality should be exactly the same as if they
Notification SMS in only in India?
Is this correct? Why does it even show up as an option in my settings if I can't set it up? What is everyone using for SMS from Zoho? Would love to integrate with Ooma, the phone I can do but also SMS.
Attachment in custom module
Is there a way to attach scanned documents in a custom module? I created a module for assets and would like the portion to be able to attach a vendor invoice. Thanks Rudy
Kanban User Permissions
For some reason, I don't have access to the Kanban board as an Admin in the CRM. This seems odd, but not sure where to have the Super Admin change it. Kanban seems like something that should be open. Thanks!
Adding view to canvas from Standard view - help please
Before switching to Canvas View we had a section that showed only OPEN deals in a CONTACT Record (screen shot below). I'm not sure if this was something our previous developer created or if it's a zoho system section. Either way I'd like to replicate
Auto-renaming custom function name after editing in the editor
Hello, Current State When a custom function is renamed in the editor and the custom function widget is deployed to a workflow, we observed that the custom function name does not change. Most often, because the custom function is not changed, it makes
Add zoho analytics dashboard to home page
Hi， CRM's analytics some times are not able to fully cater data analysis. So I would like to use zoho analytics , is there any methods I can show dashboard in home page?
Adding a Button into a Column on ZohoCRM Email Templates
I cannot figure out how to add a Button into a column on Zoho CRM Email Template builder. When going into the Column section, it provides the configuration options, which include text and image variations. However, in a "Note" section below it reads:
How to Set Default Value for a Specific Field in a Subform Based on a Condition?
I have a subform called Materials, which contains a checkbox field named Charge. I want to set the Charge field's default value based on the variable g_VIP under the following conditions: When the page loads (Page.onload). When the "Add row" button is
New and upcoming updates in Zoho CRM for better customization — May 2024
Some of the enhancements will be available in the upcoming weeks. Hello all, We’re excited to announce a series of powerful new enhancements adding to the core capabilities of Zoho CRM! These updates are designed to streamline your sales processes, making
Bulk add Contacts to a Custom Related Module / Create Linked Module record
I would like to add a Button to Zoho CRM Contacts that can do the following: - Tick any number of Contacts - Click the Button - Show drop down list of Custom Related Module records - Select a Custom Related Module record - Execute - Linked Module records
You can now import data into the Calls module in CRM
Availability Editions: All DCs: All Release plan: This enhancement will be released to all customers in all DCs within the next few days. [Update] This enhancement has been released to all customers in all DCs. Hello everyone, You can now import data
Scheduling in different time zones
Hi, I'm often invited to attend webinars & telecons hosted in other countries, where the scheduled time for the event is not my timezone. In Z Calendar, Google Calender, Outlook etc etc, I have to do the timezone calculation myself taking into consideration: - if the host has provided a timezone - if the host has put am/pm - if I know what the TLA for the represented timezone - if I know the timezone, need to know how many hours ahead or behind that is from GMT - if that timezone has Daylight savings
Email Configuration 'undefined'
Hi there, I cant get my email configuration to work. Every time I input the information I just get an error of 'undefined'
Zoho CRM - webhook limit
Hi, where to find information about total webhook notifications used this day? Something like ZohoCRM API Calls (e.g. 123/4500)? Best regards
Zoho Projects Calendar Integration with Zoho CRM
My company uses Zoho CRM as their main centralized calendar. We also use Zoho Projects to manage our projects. However, it doesn't appear that the calendar on Projects does not integrate with Zoho CRM (although I can integrate Projects with the CRM).
Deduplicate Accounts in Bulk
I have a number of account record duplications in my Accounts module. The built-in deduplication is one by one and tedious, definitely not built for scale. I do understand the challenges in just doing this in bulk, but I'm hoping there's a faster way.
Setup an automation for Membership start date and end date
I am looking to create an automation or work flow that if a membership start date exists , it should automatically set an end date for after 16 weeks ,but send a reminder to me on Slack at week 14 , to talk to a client. It would be great if someone can
Emails Settings Under Company
I would like the emails to and from the contacts associated with this company. However under Modules there is a default emails module that auto populates with settings that do not allow us to view all. The settings are defaulted and uneditable. The first
サブフォームを他のタブで参照できないのをなんとかできますか？
私はコワーキングスペースを経営しており、顧客管理をzohoを使っています。 質問したいのは、どのように人に対するプランを紐付けすれば良いか、です。 朝プラン、昼プラン、夜プラン、深夜プラン、土日祝プラン、他にもオプションがいくつか用意しており、 顧客は「夜と土日祝」など、複数のプランを選択されます。 いくつ選択されるかわからないので、商談タブの中でサブフォームを使って管理するのがいいとは思うのですが、 ①連絡先タブで顧客一覧を見る時に、どのプランに入られているか、詳細を表示させたい（レポート機能を使わずに可能かどうか）
I receive the email but they don't...
Here is a workflow in CRM : - when a deal is closed in the compliance pipeline then - send an email to my mates and me
Next Page