Multiple Leads/Same Company > One Deal
How are users handling multiple leads for the same company/account but only maintain one potential. Yes, you can convert and merge or create new contacts as well as merge or create a new accounts. The issue with this is that the values of the newly convertedCanvas: is it possible to have a fixed header?
Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!Total in Table view
Hello, for Deals, is there a way to add the total value of all deals in the table? Display it above the table or something?How to add line breaks in formula with Concat?
I am trying to combine different fields with a formula field, but want to add line breaks. I.e. the current code looks like: Concat(${Contacts.Company_Name}, ' ' ,${Contacts.First_Name}, ' ' ,${Contacts.Last_Name}) And the result should be: John DoeTasks & Call Back
I am finding Zoho and the way it processes tasks and call-backs very slow to use. In my previous CRMs I was presented with an alarm panel that listed tasks or call-backs requiring attention, with one simple click I was transferred to a screen showingAdd New Value to Drop-down Field
Is it possible to add an additional field value to a drop-down using the Zoho CRM Rest API?How to use Quoted/Invoiced_Items custom fields APIs in Deluge ?
Hi, I'm trying to do a function to create an invoice from my existing quote, but I can't use some datas in the mandatory Quoted_Items Subform as it's from custom fields I've created and it's available only using APIs V2.1. So I tried what I found in theWriting EMAILS
You guys need to revamp your email sending. 1. Its not good that you gray out the CRM lead that we need to reference when sending the email. WHats up with that? I can't look stuff up. You should pop it on a top pane or right pane. WITH ability to scrollEmail support added for Vendors module in CRM
[5 April 2024] This feature has been opened to all users in all DCs. Support for custom email fields will be enabled shortly. Hello folks, We're making a highly anticipated upgrade to the Vendors module: You'll now be able to send emails (including massSimplest way to test for success/failure of updateRecord?
Hi I am wanting to check the response to an updateRecord call in a custom function invoked by a button to signal success or failure. update = zoho.crm.updateRecord("Forms",recID,updateData); if (?????????) return "Success"; else return "Failure"; WhatCustomizing Layouts with Help Text
I would like to add some simple instructions to the top of a few modules such as Cases, so that when a user creates a case there are instructions at the top for a few of our procedures. Is it possible? I only see the option to add sections and customPrice book - just informational?
Hi, I'm not able to figure out what Price Books does, apart from holding information. It does not seem to interact/affect quotes/invoices or any other transactional document related to a product and its price. I've read many topics here, most of themIs there a way to access a related module's fields in a formula field?
Let's say you have a 'Student" module and a "Classes" module. Within the Classes module, there is a "name" field and also an "grade" field. In the "Student" module, is it possible to create a formula field labeled "Math Grade" that retrieves classes namedZoho CRM File Storage
Hi, Is there any way for us to clean the storaged file? And ,how to extend my storage if it is full?replace values of a field
Hello. I have a question, is it possible to create a workflow so that when a particular circumstance occurs, the value of a field is changed to the value of another field of that same sale? I see that a fixed value can be indicated, but I don't know ifCancel free trial
I want to cancel my free trialIF Formula
Hi, I'm having trouble setting up a custom formula in a field. Can you help me with it? The formula should do the following: If the created date is less or equal to 30 days the field should display a string New in pieline or Exisitng pipeline if aboveZOHO Campaigns - Updating Records and New Records Based on Criteria
I am creating Campaigns in ZOHO CRM using criteria. Our criteria are very standard in the company and do not change. 1st question When I update contacts or fill in missing information in the records of Leads/Contacts that are in the Campaign will ZOHOIs it possible to have checkboxes in the document and print only those items that are checked?
On Zoho CRM, we have a document with a list of all the necessary items. Depending on the situation, we need to be able to turn off/on individual items when printing. It would be ideal for each item to have a checkbox and for the document to display onlyAdd Campaign to CRM Contact
Hi, I've been trying to add a campaign to one of my contacts in the CRM. The e-mail address linked t o the contact was outdated, so the campaign answer (it is a survey campaign) is not being updated in the record. For this reason I want to manually addIssues with Zoho Insights and email template web links
Is anyone else out there having the same issue we're experiencing? When we send out an email template, Zoho insights is converting the URLs from the URL we insert in to the template in to one of the form https://mailer1.zohoinsights.com/ocgeturl/2d6f.327230a?l=0ed7f050-5b31-11eb-a1a...How to Show Price Per Item After Discount
I would like to be able to show price per item after discount on a quote. I can't seem to find a way to do this either through custom workflows or through Price Books. For example I would need to show something like this on the quote: List Price: $1000Browsers report insecure email links sent from CRM [mailer2.zohoinsights.eu]
Sometimes our clients browsers block: I personally cannot replicate this behaviour. In other cases internet provider's firewall blocks the redirect and the message looks similar as to the one in the browser - it literally suspects mailer2.zohoinsights.euActivity feed for every update on modules
Hello community! Is there a way to create a live feed of what my team has been updating recently? I am talking about: updates on leads fields updates on accounts fields updates on deals fields updates on activities (meetings, tasks etc) Have it show asNot all products showing up in Quotes
Hi Support, I have a ticket with you but not until next Wednesday (the only other times before Wednesday were after work hours and in the middle of the night). Unfortunately, I cannot wait that long for some help. We noticed that the quotes page was reformatted.How to apply customized Zoho Crm Home Page to all users?
I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipiCan Canvas do Kanban views?
Can Portals or Canvas do Kanban views? I can't see an option for it. It's almost useless without KanbanEasily resolve Zoho CRM sandbox conflicts during deployment
Dear all, In response to the current scenario and the growing demand for a more robust Sandbox environment, we are pleased to announce significant enhancements to Zoho CRM's Sandbox; you can now resolve conflict cases directly, alongside some UI enhancements.Cost Allocation
How do i allocate additional cost of duty and clearance to multiple items in same purchase orderClient Script not working in production but fine in sandbox (ZDK.Apps not working?)
Hi, I have created Client Scripts that worked fine testing in a sandbox environment but that throw an error in production "cannot read properties of undefined (reading 'Deals')", which I believe is an issue using ZDK.Apps in production. Can you helpZoho's biggest issue is unaddressed - Slowness
I am sure most people reading this post also experience the very slow response times of Zoho CRM. If you read the hundreds or thousands of posts on the topic...you will see that Zoho tries to take each poster offline to solve their problem as if it were a web browser tuning issue. It is not a web browser tuning issue, it is very certainly a symptom of not purchasing enough server infrastructure (whether its the IP pipes, Disk I/O, Server I/O I don't know) which is probably a symptom of not chargingUpdating record owner from DataPrep import
Hi, I can successfully update my custom module with data from dataprep (mapping column names to zoho crm apinames) but I'm not able to update the record owner. What should be the name and datatype of the owner column in dataprep? What should be the value?Zoho CRM (free edition) - can super admin change photo for another employee/user?
Greetings! I am the super admin and have added an additional user/employee as an administrator. I appear to be unable to modify the photo for this user, although I can edit the other details. Can only the user him/herself modify their photo? Thanks forAbout flyout
Hi Team I want to implement a simple example, for to understand the flyout, but for the moment has been unsuccess I've read an article about this: Introducing Flyouts in Client Script! Flyouts are floating User Interface that can be spawned and controlledMultiselect Lookup inside a Relationship Record
I have created a Multiselect Lookup for Accounts inside a Custom Module 1 called Events So 1 Event can have multiple Participations that relate Event with Account participating. Inside participations i want to add a Multiselect Lookup Field in order toWay to organize note?
Hi, over the months/years, some records have accumulated many notes. We want to keep most of them. Is there a way to organize them? (ex. folder, label, etc) Or another way to add a note to a record? One way I can think is to encourage employee to ulpoadMultiple products per account issue
We are currently looking to move to Zoho CRM from another package. I have a need to be able to track multiple lines of the same product for an account. For instance, we track the product (concurrent user license) for every time a customer orders anhow to use validation rules in subform
Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")How schedule workflow rule based on deal filled date:hour?
HI, i have automation that start sending whatsapp messages cadence when deal is created. I would like make possible to create deal, but workflow just start send messages according to date in field inside deal. For example: When i create deal, if i fillNew field doesnt show in Report Filter
I created a "on hold date" that gets populated when a deal stage is set to "On Hold". I want to have a weekly report sent to me every friday night with all the deals that were put on hold that week, I think the best way to do is filter by "on hold date"Next 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 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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