How to sort leads based on Lead Status?
I used to be able to sort the leads in my sales module based on the Lead Status, but several months ago the sort function became messed up. Previously, new leads with a blank Lead Status would be at the top of the page, then Lead Status with a numberChanging Default PDF Name
Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?Is it possible to automate member status?
A couple of years back I asked my then Zoho consultant if it was possible to include the field "member status" in automations, Zoho Flow, etc. They said the field wasn't available for that. Is this information still true? "Member status" is the fieldMass Action Button Script
Hi all, I've been trying to search a lot of places for a solution on how to do a button placed at the "Mass Action Menu" and thus only updating multiple CHOSEN records at once. After finding no success whatsoever, I decided to just run and test whateverInstant Actions: merge fields with drop-down options
Hi there, I would like to set up a workflow where a new Deal is created when the status is live and the closing date is coming up to a year. This would be a renewal opportunity for the deal. I've set up instant action: Create Record Type = OpportunityCloning Leads Results in Loss of Data
Hello! We like to keep our leads in "Leads" since it is likely that the Lead will have multiple deals. As lead conversion removes a lead from "Leads" and becomes a deal and/or contact, Zoho tech during orientation recommended I simply clone the lead andquestion about meeting module to associate in diferrent modules
Hi, i wanted to ask about Meeting Module a question, when i adding a new meeting and i choose in field "Related To" the module Student i can associate the meeting to module Student and also to choose more module here is the picture - but, when i chooseHow to fetch record with multi condition and sort by desc
I would like to create a serial number; the code is by year and month: [YYMMXXXX], XXXX is from 0001 to 9999. I create two fields as condition of filter, the Deluge code is: if(SerialNo == "") { CurrentYear = zoho.currentdate.getYear(); CurrentMonth =Merge via API endpoint?
Hi Zoho team, I'm pretty sure this doesn't exist but I wanted to make sure. I'm creating a duplicate cleansing integration and need to know if there's a merge endpoint in Zoho CRM API. Looking at the docs there is nothing like this but is there any undocumentedCustomize the header of a deal
Hello, Is it possible to add more fields here: I mean right next to the amount I want to display the value of 2 other fields. Thank you!Kanban View UI gets a revamp
Hello everyone, In the coming week you will notice design related enhancements in Kanban View. The UI has been changed and a new option is introduced under Kanban View Settings that allows to change the color of the category headers. Please, note that the functionality is not changed. These changes will not apply to the Activities and Visits modules. Here are the details of the changes: 1. The column widths have been fixed to 300 px. The records will have a box around them for clear distinction.Custom view when assigning courses to the deals module
Hi Guys, i wondering if the is any possible to make a Custom view that i will see this custom view when i assign course to the deals module? We are a college of music studies, The scenario is like this - Once a Deal is created We have a new module calledMass Email Based on Criteria - Difference Between Account Name and Account Name (Contact)
Can someone let me know what the difference is between Account Name and Account Name (Contact)?How to Trigger Lead Workflow if no received email within N Days of Lead Create?
How to Trigger Lead Workflow if no received email within N Days of Lead Create? Is there any way to do this without hand-coding it?Convert button for Custom modules
Hi there. I'm in the process of setting up our CRM from scratch and redesigning all of the modules. Currently I'm working on the front end and 3 modules in particular - Leads (CustomModule1) Customers (Renamed from Accounts) Contacts (CustomModule2) InitialHost your web and mobile apps of Zoho CRM in Catalyst
Hello everyone! We are happy to inform you that the web and mobile applications you build on top of Zoho CRM can now be hosted on the robust microservice framework platform, Catalyst. Our help documents give you an understanding of building and hostingReference or Disable the cancel button in editing
Hello, I'm having an issue. I created a button with the function to switch from one module to another, and when this action is completed, it opens the record in edit mode with the information already filled in. However, when I click on the cancel button,can help me ?
Failed to save the function Variable 'LeadsID' is not defined___ module = zoho.crm.getRecordById("Leads", input.LeadsID.toLong()); createMap = map(); createMap.put("Name", ifnull(module.get("Name"),"")); createMap.put("Owner", ifnull(module.get("Owner"),"").get("id"));Reseller Partner Portal
Does anyone have a good solution for a reseller partner portal where they can manage leads, deals, and documents that would sync with Zoho? I can't seem to find any great options.Introducing Multiple Sandbox Types and Support for Module's Data Population
Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone, Sandbox in CRM is a testing environment for users to create and test new configurations like workflowPossible to Mass Update "Related to" Field in Events?
It appears that you can do some mass updates in Events, such as Location, Date, etc., but the Related To field is not one of them. Am I missing something or is this truly not possible? If it isn't possible, I recommend that it should be as it would makePossibility to deactivate stock in product
Hello, is it possible to desacticate the stock for all products in order to not have notification in quotes for instances (low stock etc) in workaround in can mass update stock field with high number (9999999) but I will prefer to deactivate Thanks forDownload attachments in contacts notes section in CRM with API
Hi team, I am trying to download attachments stored in my CRM contacts notes section with the API. I am able to identify the attachment_id for a contact in the notes section by using: {api-domain}/crm/{version}/{module_api_name}/{record_id}/Notes andReport: avg time to visit each lead
We are on zoho one. our sales team visits leads using the ZohoCRM app. They track their hours using the zoho books timer. So the results in zoho books look like this: -total hours worked: 8 In ZohoCRM we have a custom date/time field in each lead recordHow to maintain fields in Leads and Deals without edit both modules when something changes?
We change fields in the leads module all the time and we have the problem, that we have to add one field in two modules, everytime we add something in the leads module. How can we prevent that from happening? That is not only time consuming but also errorChanging "City" standard field from Single Line to Pick List
Is there a way to change the "City" standard field from a single line to a Pick List. For example, I have a list of Cities that I want my staff to pick from, instead of entering the infomation manually. So Pick List would be the most appropriate to doHow to use Multi Select Field in formulas
Hi, In my deals module I have a multi select field called products. It contains Product 1 , Product 2 , Product 3 I am trying to create a formula field to check if "product 1" is selected . May I know in zoho crm which formula do i use? I have tried ContainsHow to connect Shopify with CRM (please describe step by step)
I want to Connect Shopify website to ZOHO CRM so that when a customer fill up a form from Shopify website then a contact will be created automatically in ZOHO CRMUpdate date/time field with current time on page load.
Is it possible to auto-update a date/time field with the current date when a page is loaded, using a client script? The reason for my question is that I want to calculate the number of hours that have passed since the last modification of the record.Leads, Potentials, Contacts, Accounts - Best Practices?
I'm wondering how people are using Zoho CRM to manage their Leads, Contacts, and Accounts. Here is the approach that seems logical to me (below), but Zoho CRM doesn't seem to be built for this process. Leads - I add all names of any new people that IHow to Get Global picklist (Global Set) values from API V5
I am working on a project and I need to validate values before updating accounts in zoho CRM. For regular picklists I am able to obtain the values using the fields API but for the fields that are using global sets I still get the original values fromHow to send mass email using Deals module + contact data
Hi. we are using our deals module for recording which client has a membership with us. So most of the info are in the contact module but the "membership status" is in the deals module. If I want to send an email to all our paying customers (which I canPricebook pricing for Products
How do you export a report/list of pricebook pricing for products? I have tried to figure this out in both the CRM and Analytics. We have special pricing for certain customers and need to print a list with our products and the pricebook pricing, not MSRPlong decimal in dashboard report
My summary sale order dashboard had long decimal how can i fix itUser access restrictions - want users to only see their assigned leads
Is it possible to set up user access so that a user can only see his/her own assigned leads and not all leads. If so how is this done and what edition is this available in?Resend mass email to lead who are in "Sent" status
Hello, I've send a mass email to 50 leads belonging to a custom view. Then I created a custom report and I've seen 18 leads didn't open the email. As I'd like to send them a last reminder using mass email, how can I filter the leads based on email subjectCreating a request for authorization token in code
Hello, I am trying to create a request in my application code to get the authorization code from Zoho CRM. I have tried to register my application with client-based, server-based and self client as well. But I am unable to grab the authorization codeHelp! Trying to update Account Module via website in Javascript, and its creating a new entry
Hi there, We are using Javascript on our website and trying to update a record in the Account module when someone updates their business details. Our code is as follows: const updateZohoAccountForClientUser = tryCatchWrapper( async (userId: string) =>connecting leads with existing companies via email domain
new leads come with"aaa@test.com" then already have some account with "@test.com" Can we add automatically to add contact with relate "@test.com" account? We can add any filed ""@test.com" in account module Thank youLoop through list backwards
Hi there. Is there any way to loop through a deluge list backwards?? Regards JoNext Page
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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 thisConditional 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 forZoho 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 Activities
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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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