Allowing Territory management to normal users?
Hi everyone! How can I allow a normal user to manage the territories hierarchy? Surely this shouldn't require that a user becomes an all-powerful admnistrator...?Clone Blueprint
I have cloned a blueprint and now some of my actions in Deluge are only looking at one blueprint to run the process. How can I make them pull to all blueprints?Canva View Field Issue
I can't add specific fields to the Canva Lead view it adds them when I am *editing* the Canva view but when I click save they don't appear. Why is this and any solutions? The top pic is in the editing view, the bottom pic is after I click save. The fieldsHow to change colour of bar charts
Hi there - how do I change the colour of the bar graphs in the Analytics section within Zoho CRM?How do I delete custom button functions?
Hi, Correct me if I'm wrong, but it appears that we can't use regular Automation Action functions for buttons and instead have to write separate functions for custom buttons. Now that being the case, there doesn't appear to be a way to delete existingViewing Contacts file Attachments in the Account associated with the contact.
I would be nice, If we could see all of an Accounts contacts file attachments in the account view. Is this possible? As right now it appears that an file attachment uploaded to a contact only appears in the contact. If you navigate to the contacts AccountAdding links and buttons to Portals
Is there a way to add links or buttons to CRM Portals? Link a link to a Google address or a form?Formula Field Date Compare from a date field to Today
Is is possible to calculate the no of weeks between one date and 'Today' in a formula field in the CRM? I have a formula field calculating correctly when comparing two date fields (i.e (((Datecomp(${Vendors.Actual end date},${Vendors.Start date})/60)/24)/7) but I don't want to add another pointless field for today's date. So ideally it would calculate something like this (((Datecomp('Today',${Vendors.Start date})/60)/24)/7) but that doesn't work. Any ideas welcome!Remove user tag in notes when copying a note
I am copying the notes from a custom module, to a main account in zoho crm. When I copy the notes the tags are coming too. is there a way to remove it or put the name of (user/group) without tagging it. Deluge code RelNotes = zoho.crm.getRelatedRecords("Notes",'Work_orders',recID);Report footprint
Hi is there a function to see who last ran a report? the date shows last accessed but it needs to also display who by.Task Permissions
Is there anyway to have some tasks restricted to view just by the owner or creator?Please add Dark Mode
I think you need to give the option of Dark Mode. I find it absolutely crazy these days with a program or app isn't developed with Dark Mode. We stare at our screens all day long. Our eyes need as many breaks as possible. Thanks and I hope this gets appliedAuthentication fails when the user principal name is different from the primary email.
Hello everyone, I need some help trying to integrate my company emails into Zoho CRM system, for which their O365 Email Integration keeps failing. My company User Principal Name, used in Active Directory (user@mother-company.com) is different than primaryZoho CRM Google Contacts Sync Problem
I have syncronised Zoho CRM contacts with Google contacts (two way sync) and now all my Zoho contacts are a mess. Contacts that were linked to Accounts and Sales Orders, Invoices etc are now unlinked and even the email addresses are blank. Any ideas how I can resolve this and why it would have happened. 12,000 contacts and 5 years work in a mess here.Increment a numeric field by 1 when an e-mail sent using mass e-mail is opened by a lead
Hello, is there a way to increment a numeric field by 1 when an e-mail sent using mass e-mail is opened by a lead? Thank youDo you have Deluge code to create Books Invoice directly from data in a Deal?
I want to programatically create a Books invoice directly from a Deal. My Deal data includes a multi-line subform which is Lookup into the Product table in Books. So the invoice would collect Account, Contact, etc, and iterate through subform and createAssistance with Solution Architecture
We are integrating with Razor Pay and CRM with ZOHO FORMS. We need to understand as an aggregation platform following information :- a)What module to Integrate with CRM and for subsequent integration with ZOHO Books. b)fields required on form to printthere is a possibility to auto switch to list vew when return to main view.
Hi, I am in kanban view and when I return back to main view, there is a possibility to auto change to list view eventhough I do nothing. It happen since kanban upgrade (may be last week?).Calculate Number of Days Between Two Dates
Can someone help me with how to create a field using the formula function to calculate the number of dates between a campaign start date and end date? The closest I have gotten is using the "Datecomp" function but it gives you the dates in minutes, ratherHistory
Good afternoon, I`d like to know how can I see the history of a case, changes of preperty, etc. Thanks.ZohoFlow search Workdrive Folder by keyword
Good afternoon, I have a flow set up where the trigger in CRM is a creation of a property in our Properties custom module. When a new property is created, the flow creates a folder in Workdrive and a series of sub-folders using data from the CRM record.Zoho Calendar Integrated Into CRM?
I've searched around the forums but couldn't find anything addressing this . . . Is there a plan to integrate Zoho's stand alone calendar solution into Zoho CRM? The CRM calendar does an OK job but is very basic and the Zoho calendar is great, but I've only figured out to subscribe to my CRM calendar within ZCalendar - there is no 2-way sync. My preferred solution would be for ZCal to become the default calendar/event solution within Z CRM. Is this on the roadmap? ThanksOffline Version of Zoho
When will a offline version of Zoho be available? Joe OverlockDetails Button in Business Messaging Zoho CRM doesn't work when it is clicked
I am using Google Chrome on Macbook, in Business Messsaging section there is a 'details' button on the active account but when I click that blue text button it is going nowhereZOHO COQL query bug
Hi Zoho team! I found a bug in your COQL handling. please have a look at the query I am sending to the COQL endpoints: https://www.zohoapis.com/crm/v2.1/coql OR https://www.zohoapis.com/crm/v4/coql "select Potential_Name.Deal_Name,Potential_Name.id FROMWhatsapp credit is automatically added without making any payment
So, I am testing to integrate Whatsapp to Zoho CRM. I try to add credit like this. I expect, after clicking 'make payment' green button then Payment Method pop up will show and I can choose to pay by Credit Card, Paypal or something like that. but thatPossible to send Zoom AI Companion transcripts and summaries to contacts in CRM?
Title says it all. Is it possible to send Zoom AI Companion transcripts and summaries to contacts in Zoho CRM?How to include record image field from Zoho CRM in writer
Hi, We’re using the rich text fields in Zoho CRM. How can we include these fields in Writer? They’re not in the list of fields? Solution or workaround? Same question about the main image of a custom module in CRM. How can we include this image in documentBug report - Mailchimp Add-in
Hi, I'd like to report a bug that is affecting our work. We have the Mailchimp add-in installed and we have configured it to be accessed by two profiles, Admin and Marketing: However, when users with the Marketing profile try to use the Mailchimp tabCan't find a way to filter for active accounts (which is business crucial)!!
Hi there, i couldn't find a proper way to filter for "active accounts". an active account is on that placed an order for a certain product or brand within a certain timeframe. This is a crucial search functionality for sales. I've been experimenting withEnhanced Zoho CRM and Office 365 calendar synchronization features!
Dear customers, We're excited to share some significant improvements to our Office 365 calendar synchronization features, aimed at providing you with more control and a more personalized experience. What’s new Choose your Office 365 calendar: During theSome fields editable in Detail View and others only editable in a full record edit
Hey friends! Curious if anyone knows why there are instances where default Zoho CRM fields cannot be edited on the detail view. For example, in the "Tasks" module, in order to edit the "Contact", "Reminder", and "Related To" fields, you have to edit theHow to overcome Zoho Deluge's time limit?
I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entriesTurning Age workflow by countdown
Is there a way that zoho crm can send out automatic emails based on a person getting closer to a specific age? I have insurance clients that I want emails and drips to start as they turn 64 1/2. So basically its a countdown by days of of their birthday.Workflow trigger based on old/new field value
Good morning, I have a field (X) which is automatically updated every so often. We track this data for various reasons and it's key, so I'd like to receive a notification in specific circumstances. We have a Pick List field which is one of the conditionsAdd/Clone Multiple Opportunities for an account
We have a MRR partner model, so when we sign up a new partner I would like to create 12 cloned opportunities for each month without having to create 1 then close it individually 11 more times. Ideally I can label each and autofill the end of each monthMap Deal fields into Account module
Hi, my plan is to map certain fields from the deals with the connected account with the help of a function. I found a lot about the lead mapping process but nothing about field information that should be sent from deals to accounts. Is there anyone whoDear CRM, please answer this simple question: how many leads have been created in (e.g.) january?
Is there anybody could explain why zoho crm do not have this information by default? Thanks.Send an email template from Contact Module when a stage deal is closed won from the Deal Module
I have the following scenario: I need to send an email template from the Contacts Module when the stage of the Deal/Potential Module is Closed Won. I tried the following approach: 1. I created a workflow in the Deal/Potential Module that updates a checkboxFunction to Create a Pop-Up Window on CRM user(s) next Sign-in?
Hello I am trying to create a custom function that I can initiate through a Zoho Flow I am thinking.... Trying to figure this out. I want to be able to trigger this and either add a custom message (that contain GIFS ?) or possibly even play a custom made/uploadedNext Page
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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 relevantCross 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 AccessNew 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 other[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, tailoredHome Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesDate 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',
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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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