Zoho CRM Classic Open Tasks View
Classic View has its own form of Open Tasks window. It shows colored due date and gives possibility to "tick" the activity. Is there any way I can create exactly the same "Open tasks" window in my own customized home page? My custom "open tasks" windowis there any way to cancel in Leads "last name" as mandatory ?
i dont need to use this section is there any way to cancell it ? Moderation Update: There is an ongoing discussion on the same in a different post. Our product team has analysed the comments and regularly share updates on the progress. We request youTask reminder with custom function
Hello! I am trying to create a custom function to add a task. With you guys helping, I could create a function but I could not set the reminder. Anyone knows how to add a reminder? Thank you for your tips!Require freelancer for CRM customisation
Hi, I am looking for a freelance Zoho CRM developer to customise it for our organisation. And integrate it with couple of other Softwares we use. Prefer people from Mumbai or Vapi area. I can be directly contacted on rrahul@akar.co.in Regards Rrahul HansukaZoho CRM Documents sync with Zoho Mail
I wanted to put in a request for the Zoho Mail add-on for CRM to have a sync with the new Zoho CRM Documents so I could download an attachment from my mail directly into Zoho CRM Documents AND/OR a sync between Zoho CRM Documents and Zoho Docs which already syncs with Zoho Mail. Thanks NolanFully Automate Contract Request and Send For Signature
So I work as a hypnotist and all the clients I work with are on programs. I have exactly one contract that I use in my business that has exactly three variables. The number of sessions, the cost and the length of the program itself. I use CRM, Contracts,Can't connect my O365 Email to CRM
Hello, I had my MS Exchange account integrated, via IMAP to Zoho CRM for over a year and it all worked well. We have recently migrated all our email addresses to Office 365 and I can no longer connect. I've tried many things, including disabling the securityCreating a parent-child relationship between modules
Hello, I have a few custom modules all attempting to use the Email related list exactly as the Accounts module does (showing in the Account all emails sent to the contacts associated with it). It is my understanding that this does not work the same wayQuickly send emails and sync conversations with custom email addresses in CRM
Editions: All editions DCs: All DCs Release plan: This enhancement has been released for customers in all DCs except IN and US. We will be enabling it for IN and US DC customers soon. [Update on 22 May 2024] This enhancement has been released for allTroubleshooting an automated workflow email - usage stats not matching
I set up a rule to send a "New Approved Job" email (we named our Deals module Jobs) when certain stages are reached. To ensure it does not send this email multiple times, I set up a checkbox field that will be hidden from the layout called "Active JobMapping custom fields from one module to another
I have a custom field, "Subscription Period" that appears as a required field in every Opportunity (Potential). I want that field to appear on any Quotes derived from that Opportunity (and have created a custom field of the same name in Quotes for thatCustom Date Field with Only Month
Is there a way to format the Date field to store just the month? We are looking to add a Billing Month field that is just the Month. In the future I would like to add a report that I can retrieve all the Accounts that are to be billed. The reason forKaizen #145 - Assigning values to different field types using Zoho CRM SDKs - Part III
Welcome to another Kaizen week! In Part I of our series, we explored the various field types in Zoho CRM in detail and demonstrated how to assign values to these fields using our Java SDK. In Part II, we continued by showing you how to work with theseCustom field doesn't fill when converting sales order to invoice
Hi, When I convert a Sales Order to an Invoice one of the custom fields on a product line names "Subsidie" does not seem to fill in automatically. I manually have to select the product again by clicking on the product name in the order line en re-selectCRM - Clearing a Subform
I seem incapable of working out subform functions without assistance. I've searched, but can't seem to find anything that works. I have a subform that gets filled in when a Zoho Sign document is completed but the fields don't match with the original field values held on CRM (I did have it automatically update, but some fields were being filled in with terrible data, so had to put a stop to it). There are 4 fields on the subform: Field Name Original Value New Value Update Update is automaticallyBCC Email
Hello --- I just sent a BCC email to a group via my GMAIL which is synched to our Zoho account but am not seeing the email appear on my lead's page like other emails I have sent. Please let me know if I need to change settings. I often will send emailsFull Email Integration in new CRM UI
I'm a huge fan of the "CRM for everyone" direction, and love the new UI, and it would seem it is tailor-made for re-thinking e-mail integration. Would love to see one of two things happen: 1) Bring Salesinbox into the proper UI so that you don't loseCustom integration of Zoho CRM and Zoho Projects with Zoho Flow
We have a particular use case where I need a personalization of integrating Zoho CRM and Zoho Projects via Zoho Flow The main idea is we have 3 Custom Modules in CRM that when created in CRM should create their replica in Zoho Projects. While being solvedmapping fields when importing from intergers to dates
trying to import data and the data style only allows date mapping. can this be changed to import or must it be lostRemove "Visit Summary" Section
We're not using Campaigns or anything else but still have the "Visit Summary" section on the Contacts and Leads layouts. We're not able to delete. Please advise.Image bug
Hi, I would like to report an urgent bug for image display. If I try to display a A module uploaded image in B module thru Then all image field in B module will wrongly display those displayed picture in related list record.Passing information from CRM module to ZohoBooks platform
Hi there, I use the native quote, sales order, and invoice modules within the Zoho CRM application. I need to pass that information off to the ZohoBooks application's invoicing module. However it doesn't appear the two systems talk to each other. The "integration" they have currently is a seperate "zoho finance" tab within the CRM that can't talk to any of the native CRM moduies to pull their information (sales order details, invoice details, etc) and appears to be just by a skin/input area to createWorkflow field updates to clear value?
I have a date field that I want to clear when a workflow rule is triggered. When I create the field update, I just leave the value blank for the field blank but get an error saying a value is required. Is there an argument or special variable I couldHow can we remove the Stage Bar in Deals?
The Stage Bar is great, awesome, unfortunately any person can change to any stage without criteria verification. We are using another awesome Zoho CRM feature for this "Blueprints". We can at least verify some fields are right before changing to some Stages. Now we need to hide the Stage Bar. It helps 0 zero to keep it there. How can we get this done? Creating a custom module for "Deals"? Can Leads be converted to a custom module?Need SOMEONE'S Help! B2C CRM issues. Need anyone that works in construction, Labor/Service, Roofing etc
Has ANYONE created a successful System process in Zoho CRM that works? I own a roofing company and currently use JobNimbus. I love ZOHO and don't want to give up as I SEE the amazing potential! But, I feel i'm wasting my time! Just when I feel i'm gettingCustom Fields Limit
My edition says I'm allowed 10 custom fields, and I only have 5, but when I try to create a new one, it tells me I can't create any more custom fields, and I have to upgrade my edition. Any suggestions?CRM Workflow Automation - Monthly Recurring Emails to Deal Contact
Hello, I'm trying to send an email to all Deal records that meet a certain criteria (not stage based - this would be field based) on the 1st of every month. The only option for this seems to be the date/time field, which does offer a monthly recurrence.Lookup fields limited to 5
Hello everyone, Does anyone know why the lookup fields are limited to only five? Is there any way to create more? I would kind of defeat the purpose of the CRM to not be able to create dozens of them! Thanks! Moderation Update (4th July 2024): We areAbility to remove public views by the super admin in the Zoho CRM app
Hi Guys, We currently implemented Zoho CRM for my team. One disappointment that I have is as a super admin I would want to control the views on the records my team has. And some of the default public views don't make sense in my organisation. Is it possibleZoho CRM not supporting Chrome extensions
With the recent Zoho CRM UI changes all the Chrome extensions stopped working. Is this intentional change by Zoho or any other reason. This issue is due to usage iframe in Zoho One UI. CRM is loaded in iframe, so it's not allowing to access elements.Favourite Email Template - Zoho CRM
Hello, If you save a favourite Email Template in CRM, should this apply as the default template when sending an email? Example... I have a Quote Email Template. I have selected it as my favourite but it does not populate in the email automatically whenOverride Auto Number field?
We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations whereZoho CRM call custom function from another custom function
Hi, is it possible to call a custom function from within another custom function in Zoho CRM. This way you can have smaller and reusable functions. Thank you.Track Emails Marked as Spam
Hi there, Is there any way to track whether the Workflow Emails or Mass Emails sent out, if the emails are marked as spam by the recipient? I want to know the spam rate for the emails I send out, so that I can fine tune it. Kindly advise! Thank you :)Client Script: Any plans to add support for multi-select field with onChange
Client Script is fantastic and the documentation lists multiselect form fields as unsupported. Just wondering if there are any plans to make this a supported field. https://www.zoho.com/crm/developer/docs/client-script/client-script-events.html 2. FieldAssign records based on user roles in an organization
Dear Customers, We hope you're well. We are excited to share a new addition to the assignment rules in Zoho CRM. When setting assignment rules, administrators can choose to automate all records or only records which match specific criteria. The criteriaBlueprint transaction not marking previous task as "Complete" when transitioning to next action
Has anyone figured how to get the actions or task to mark as completed when the transition to the next step is completed? (Ex: Transition from "Set up Call Appointment" with a task scheduled to call in 2 days> Next Transition is "Call Completed". Shouldn'tEnable Telephony in Channels for Developer Account - User ID: 60030356237
Hello Team, Good day! I am an engineer here at Zoom. I was integrating Zoom Phone (Telephony) app with a developer edition of Zoho CRM trial (User ID: 60030356237), however, I learnt that I didn't have various channels in my Zoho CRM. The one I am interestedSub-Forms
Hi all, In the Deals Module, i have a sub-form for multiple companies with different contacts. The Deal is the project we are quoting, and the sub-form is the builders that we are quoting to. When we choose the builder, we then choose the contact relatedHow do I modify the the incoming/current call popup? I can modify other call pages but not that one.
I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the mainNext 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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