Decimal Product Quantity not allowed in Invoices
I noticed other people with the same problem where the invoice lines only allow whole number quantities. However, our products are often sold as fractions of their stocking units, whether hours, cases etc. I need to be able to bill for 10.5 hours but have to round down to 10 hours as my client CANNOT be expected to understand why I bill for 11 hours and give them a discount.. Will this be addressed any time soon?Current Stage Duration
Hi, 1) I need a report that shows how long deals have been sitting in their current stage. So if a deal was moved into the current stage 5 days ago, I want it to show stage duration of 5 days. The stage duration is currently blank for current stagesFormula Expression Syntax Error
I cannot find the syntax error for the life of me If(IsEmpty(${Children.Disenrollment Date}),((Year(Today()) - Year(${Children.Enrollment Date})) * 12 + (Month(Today()) - Month(${Children.Enrollment Date})) + If((Month(Today()) * 100 + Day(Today())) >=Get instant summaries of your notes with the help of Zia
Hello all, We've added a simple yet powerful feature to Zoho CRM that we're excited for you to try: Zia Notes Summary. It's designed to make the daily lives of a CRM user a bit easier by giving you quick summaries of your CRM notes. Whether it's a glanceNeed to be able to apply layout rules to 'Multi Pick List'
Currently, we are unable to apply layout rules to fields that are 'Multi Pick List'. This means we have to instead use checkbox fields, but they are inefficient. For example, we use the Multi Pick List to list our products. However, we're unable to applySync multiple Gmail accounts with Zoho CRM
I am using Zoho One. I have a personal Gmail account and a Google Workplace (GSuite) account. I am syncing my Google Workplace contacts with my Zoho CRM via the native Zoho Google CRM Integration. I would like link both of my Gmail/Workspace accountsArguments passed to Zoho CRM functions
Hello! I have a question about CRM functions. Is there a limit to the number of characters that can be passed as an argument? There are certain cases where a function will not execute in certain cases with a large number of characters. It does not showRollup summaries in Deals for Custom Modules and PO's Module
Hello, I made a custom timecards module and related it to the Deals module. I'd like to create rollup summaries for hours.. is it possible to make new rollup summary fields that are developed from formulas derived by fields in custom modules? If not,Create custom date field
I am trying to create a custom field where it should see if the start date exists or not and then based on that add 98 days to the start date and store the value on the custom field. How do I achieve this ? I am very new to ZOHO.Process checklist in CRM
Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don'tDrag and Drop files as attachments
Is the ability to Drag and Drop files to attachments in the future for Zoho CRM? This would be a great feature.Non-mandatory Fields in Blueprint
Hello, I've created a blueprint in Zoho CRM and I've added an associated item with fields that I would like to pop up for that stage. Right now when the fields come up, they are showing as mandatory and the stage won't change until information is added.Use URL field to populate Image in a Email Template
We have two records Record 1: Appointments (with a Lookup to Doctors module) Related Record 2: Doctors (with a URL field that is an image of the doctor) We would like to populate a CRM email template with the image of the URL field for the related doctorIf checkbox is ticked, make file upload in the Attachments section mandatory
Hi there, I was wondering if it is possible to make a file upload in the Attachments section of an Account record mandatory after the user has ticked a specific checkbox in the very same Account record. I would like the user to be drawn to that sectionAnnouncement: Canada In-person Zoho User Group Meetups - Stepping Up Your Customer Experience Game
Hello, Zoho Community! We're elated to announce the next leg of Canada Zoho User Group (ZUG) In-person Meetups. Upon collective feedback from our users, we've curated an engaging agenda to provide practical solutions for seamless customer service, andDiscover and manage duplicate images with Zia Vision
Hello everyone, We are thrilled to announce the release of a new feature in Zia Vision: Duplicate Image Detection. This will help you identify duplicate facial images within a module, enhancing data accuracy in your CRM. What is Duplicate Image Detection?Field of Lookup in CRM
Last modified on 04/04/2023: Field of lookup is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, We're thrilled to talk about a much-awaited enhancement to lookup fields—nowZoho Voice & Zoho CRM
I was using Twillio to send automated messages to my clients when a new lead comes in Zoho CRM. The twillio integration was stopped by Zoho and hence I used Zoho Telephony which doesn't support SMS. Now someone from Zoho told me to use Zoho Voice. I boughtEnhancements to ensure better email deliverability in Zoho CRM
Dear all, We're excited to announce a series of updates aimed at enhancing email authentication and verification processes across Zoho CRM and other Zoho services. These changes will help ensure better security, compliance with industry standards, andHow to add a lookup field with multiple values to a module?
Hello, I am trying to add a lookup field in the Campaigns module to connect a Campaign record to multiple Account records, just like I can add multiple contacts to a campaign, I would like the ability to add multiple accounts. How can I do that, or dozoho crm
Im having some doubts in zoho CRM sales ,want to know about the full workflow of sales in zoho please assist me in this with schedule a demo session about zoho sales . Looking forward for your response.Zoho CRM Client Portal multi domin mapping
I am a Zoho One user. Because I have placed multiple functions in the Client Portal, I want to set up two Portal URLs pointing to the same Client Portal. However, when I activate the second one, I encounter the error message shown in Pic 2. Pic 1. PicEmail template using HTML to format
if I copy the HTMLand paste into the editor- it just shows the html text. Some way I can get an html email with colored backgrounds, columns and images into a template? Or is it best to attach my email as PDF and let the reader choose to open the pdfSticky notes
This is at the bottom right of every web site. I don't want Sticky notes.I want to delete this icon and anything to do with sticky notes. As far as categories goes it's Zoho notebook. Thanks in advance!Sorting in CANVAS view
I have a Canvas view created in CONTACT and COMPANY Modules. I have the related tabs set up but cannot Sort. Example: DEAL TAB has 12 deals n the example below. I want to have the option to sort by Created time or Event Name Is this possible and I needCanvas Detail View Related List Sorting
Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?Is zoho CRM down right now?
Saw this on Twitter "Hello Everyone! I apologize for the inconvenience. There is a Zoho CRM outage, and our developers are working on it. In the meantime, you can access your CRM account at https://crm-ro.zoho.com. " We tried that, and it isn't any better.Client Script Event onTagChanged
Hello, I'm attempting to use the Client Script Event onTagChanged on a custom module canvas detail page. The odd thing is that the client script only triggers when we remove all tags vs. add one, or add another to an existing one on a record. The codeKaizen #70 - Client Script Support for Wizards
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss the recently added Client Script Support for Wizards. What is a Wizard? A Wizard in Zoho CRM helps you divide a long form into a series of screens. You can alsoEmail Opt Out Question
Has the problem where if a customer is emailed opt out prevents you sending standard emails? For me this feature is simply to stop any email marketing and should not block people from receiving emails via Zoho mobile, which makes no sense.Issue with Embedded Report Not Retaining Filters/Sorting/Grouping on Refresh
Hi, I’m encountering a significant issue with embedded reports. While filters, sorting, and grouping are saved in browser cookies and correctly applied when reloading the page, this functionality doesn't work for embedded reports. It seems that embeddedis there is any way to make date filed and to know if there any event on the date when i fill it ?
i want to make in Lead a date filed and to know if there any thing on the date from google calender when i fill it if there is somthing the CRM will make an action - change the lead name to somthing eles if there noting - it will continue as usualHow to track revenue from variations?
As a company working in Architecture and construction, a considerable fraction of our revenue is derived from additions to existing project contracts. Currently we have no way of tracking these variations in Zoho, so they throw off our pipeline and revenueDisable MFA not working anymore
Hi! I had a few users in Zoho CRM that had MFA disabled on their account, including the super admin account. Since a few days ago, all of a sudden the MFA is enabled again and I cannot disable it anymore - even though it says "MFA disabled successfully"How To Manually Log Received Emails?
Hi, Because of internal IT issues, I need to manually log inbound emails from leads & contacts through the Zoho CRM user interface. I cannot, for the life of me, see how to do this. I can send emails from Zoho and I can forward emails to Zoho usingPrimary deal stage controlled by sub-deal/related list?
I am a materials supplier in the construction industry. In our scenario, each construction project (Deal) will have multiple products and the status/stage of the product will influence the construction project's stage. Details: The Primary Project hasZoho mail and CRM sync?
I just started using the CRM email add-on (currently using the free version of CRM, I paid for email). I hope I am just not seeing some things; I have several questions: 1. WHERE and HOW can I sync CRM "Contacts" with email "Contacts" - the usefulnesshow to delete an organization in zoho crm?
I have created an organization for practice purpose but i now i cant delete it. I am selcting organizations going to manage but all i can see is the names of the organizations i created.. not the more button or other options. can anyone help?How do I use the RefreshToken when the Token expires
How do I generate a new token when the current token expires? I tried it on Postman but encountered an error. { "error": "invalid_code" }Add views to new CRM UI navigation + Unlimited Webtabs
Zoho CRM is so close now to being the ultimate business application with the new UI, as soon as this one feature is added. This is probably where Zoho is headed but if it's not I want to BEG for this to be incorporated. What we need is to be able to putNext Page
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Directly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantNew Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the numberAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherCross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early Access[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool
[Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call
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setVisibility() not working for Subform Fields with Client Script
I am currently working on a Zoho CRM Client Script involving a subform and encountered a limitation that hinders my ability to fully control the visibility of specific fields within subform rows. The setVisibility() method, which works perfectly fineHow to automatically update email field based on user field
I want to be able to automatically fill up the section Sales support email based on the sales user that is selected So what ive done is stored the sales support email inside of the user that the one of my sales person uses. I want to know whether thisZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredDate not updating automatically
Im not able to call use the code below to update the field as shown in the picture, im not sure whether i did something wrong but the outcome i want is the date to show up for example as: Oct 24 2024 var date = new Date(); var formattedDate = date.toLocaleString('en-US',Conditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal for
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Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
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