Retainer invoice in Zoho Finance modlue
Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.Announcing a change to how null values in formulas are computed in Zoho CRM
Dear All, We hope you're well! As you all know, the formula field is a versatile field that enables you to perform varied computations, from simple math to concatenation to field value comparisons. To learn more about the different capabilities of formulaRunning a report for Customer Balance Inquiry for Active customers only
I want to run Summary Customere Balance Report but it includes the inactive customers as well. How can add a criteria to this report. The inactive customers are obstructing the view. Also, how can I arrange this report (according to balance owed forSending User-centric reports to all users
I would like to automate an e-mail report to all users that sends them a weekly e-mail listing their open Potentials. I've created a Report that uses the ${CURRENTUSER} criterion and scheduled the report to send to several users, but they all receiveHow to clear all Tags from Account via Deluge
Hello, I created a function to read the status of an Account's Related List items, and then add a Tag to the Account's pre-existing Tags based on those statuses. When those items' statuses go to status terminated, I need the Account's tag to go away,Zoho Crm Web Form Transparent Background
Is there a way to make the background in zoho crm web forms transparent?Best way to "repair" a missing required field
I have a date field which is now required. I have a few hundred records which were created before the field was set to required. Most of my users prefer to do in-line field edits rather than going into Edit mode. If the user is not editing the requiredZoho CRM entries Count
Hello, I am trying to build reports based off of record counts, in this example I have a field in my contacts module witch is a checkbox for "Active" I want to include this record in my count for every day that it is active for until it is unchecked beingComposite API working ubnormally
Hello, Today we see that Composite API (https://www.zoho.com/crm/developer/docs/api/v6/composite-api.html) is working ubnormally. Before today everything was ok. 1. If we call it with "parallel_execution": true it has REQUEST_TIMEOUT. For example: LightBuilding a Report based on how many contacts had a similar checkbox selected based on a given date
Hello, In my CRM under contacts module i have a checkbox called "Active" I want to be able to see how many "Active" Contacts I have based on a given date, For example in the month of August how many contacts were marked as active, then September, thenIn CRM Email, how do I set visibility of a Zoho Form?
This is a Send Email action in CRM. This is a small subset of Zoho Forms. Where and how does one set a given Form's visibility? With email templates, visibility is set via folder visibility.Deleting notes
Hi everyone, I'd like to know if there's a way to delete all notes at once or simplest way possible, please. Alternatively, is there a way to delete all notes based on a criteria, such as all notes from the previous year? Thank you very much.Sales Tax Rates
Why is the Tax Customization feature limited to 2 decimal points? This issue has been mentioned several times over the last few years but it has not been changed. From a programming stand point, this should be relatively easy. Third decimal point capabilitiesHow to mask phone number in contact field
masking functionality using Zoho CRM /JavaScript in free trial version.3-Way Calls
How do I place a 3-Way Call?Envoyer un modèle d'email d'une affaire a un collègue
Bonjour à tous, Pour les besoins de ma société, j'aimerais pourvoir envoyer un modèle d'email prérempli à partir d'une affaire à un de mes collègues. Je m'explique, mon modèle reprend plusieurs informations qui sont présentes dans l'affaire ainsi queRegister a refusal to be called on a prospect
Is it possible to write on a prospect form the refusal to be called for which is displayed?New to ZohoCRM - can't figure out how to create products with pricing
May be this is child's play for the Zoho CRM veterans, but I can't for the life of me figure out how to create a product with multiple attributes and a different pricing based on the attribute. For example, if I sell web hosting packages of 100 MB, 250Auditing the Zoho Implementation: How can I export a list of rules, permissions, etc?
Hello, I've just inherited management and administration of my employer's Zoho CRM. I've been asked to provide a flowchart of the various combinations, conditions and switches that the previous administrator put in place for each of the modules. It looksMissing Lead Stages in Conversion Workflow Rule in Zoho CRM
Hello Zoho CRM Community, I'm in need of some assistance with an issue that arose while setting up an additional workflow rule in Zoho CRM. The workflow rule is designed to trigger when a lead status achieves a certain value, and as part of this rule,Create a table in the layout section of modules
Dear Sirs, I would like to know whether is possible to create a table under new fields in layouts section of modules. In fact in this section there are single line, multi line, pick list, multi-select, date, formula etc. but I am unable to add a tableHow to create a Potential for an Account the user does not have access to?
We have certain Accounts are marked as "clients", and those accounts are thus not visible to the Sales team anymore. We did this so that not every user in the company could see the full client list and all the details. Now I have a need for a sales repUnable to get Authentication code
Hi Team, We're currently sending a request to the endpoint (/oauth/v2/auth) via Postman, but we're encountering an issue: we're receiving an HTML response and struggling to extract the authorization code from it. Is there a method to retrieve the codeAutomatically assign Contact Roles to Deals when created?
I wish to automatically assign the same contact as a Contact Role (and the same Role Name) to ALL converted when the deal is converted from a lead to a deal. Would I use a Workflow Rule? If so, how do I do this? For Example: The contact I would assignContacts Name incorrect?
In every module, the module has a fixed name. In Contacts, it looks like this is a glitch? In edit mode it says "last name". When saved it changes to "contact name", which makes sense. The "last name" is very confusing. Is there a way to change this?Contractor/Service industry help needed!
Hey service business owners, I run an epoxy flooring company and I'm in need of some help. We grew 100% last year and did about 1.3m in revenue with 2 crews. We want to get our back end in place now so it doesn't halt our growth. Our plan is to franchiseView Filter for Date field type doesn't give option for "not in the last" or "before x days"
I'm trying to set up some saved filters to organize a view better and I want to have saved filters based on the amount of contact that has been had with a client. We have a custom date field that records the last exchange with the client (whether callUpdating Values in a Specific Subform Row - Cont'd & Expanded
Hi There, I followed and appreciated the responses posted to a question asked by another user, here. https://help.zoho.com/portal/en/community/topic/update-values-in-specific-rows-of-subform-via-deluge I am somewhat new to Deluge and having a little troubleIssue with dropdown field mapping when Create Record in workflow automation
Hi Everyone, I hope you guys are doing well and enjoying the holidays! Here is what we trying to achieve and just wondering if someone can help us to figure it out! We are trying to move data/records from one module to another using workflow. However,Unlocking the power of feedback surveys for business growth with the Qualtrics for Zoho CRM extension
Dear Users, In today's dynamic and customer-centric market, feedback surveys are an essential tool for businesses and organizations seeking to understand, adapt, and succeed. They allow organizations to understand customer needs, identify potential areasSend Zoho Forms Link using Zoho CRM Email Templates
I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that templateCRM Email Validation
How do validate my sub email so all emails going to my other address go to the crm{"error":"invalid_code"} and {"error":"access_denied"}
I am trying to generate Access Token using the URL: https://accounts.zoho.in/oauth/v2/token and sending {"client_id"} {"client_secret"} {"refresh_token"} {"grant_type"="refresh_token"} in parameters in the response I am getting {"error":"access_denied"} ans sometimes {"error":"invalid_code"} Even if I am trying to generate the access token for the first time I am getting these errors for different zoho crm accounts. Please suggest if I am doingHow to categorise and record different services types
Hello, I am looking for ideas and experiences on how others are capturing different service types in Zoho CRM. Currently, we create 1 Deal, for each opportunity that the sales teams handle. Each opportunity can include different service types, which inProblem with Zoho CRM and Zapier: Unable to create entry in module: Invoices. Required field not found / in_request_body false
Hello, I have created a Zap in Zapier that creates a new entry in the regular Invoices module. Today (and for some reasons…I do not why) I get an error message in Zapier: Hello, Unable to create entry in module: Invoices. Error : required field not found.Custom Function Error Handling
Why don't custom functions have error handling? We have a custom function attached to a button that uses sendmail. If this function fails, it fails silently! It would appear that these failures are not recorded anywhere. It also appears that it's notCalculating Mortgage/Loan payments is actually hurting now
Hey @zcrmteam CRM Team and anyone else that might be able to help. I am trying to create a loan repayment calculator in CRM. So far I have wasted days on this! It is a very simple PMT formula in Excel, but it seems to be impossible to recreate in CRM.New Subscription (Billings) on Account (CRM-module)
Hi, We are new users of Zoho One and I am struggling a little bit with a function. When we have acquired a customer we want to create a subscription via the CRM-module. We have setup the 2-way sync between CRM and Billings and it works fine with mostCannot add pipeline stage, says its already there
I am trying to add a pipeline stage but it says there is already a stage with the same name. I have tried to add this stage before but it never shows up in my list. Any reasons why I can't find this stage that is supposedly in there?Only one line appears in a multi-line item when imported.
Hi. I need your help with something. There is a CRM contact with a multi-line item of data type. When importing, I want to put multiple lines of data including line breaks into a multi-line item, but only one line of text before the line break will fit.Next Page
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Announcements
Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceDirectly 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 relevantZDC Hackathon 2024 Category-wise Winners !
Zoho CRM Client Script Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1:Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalNew 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 number
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Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithMulti Select Between Modules
Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Multi Select Field of "Enrolled Services" I also have a Module "Services" withSimple Deluge Script
Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like to convert it to Wednesday, February 5, 8:00 AM. My Date field is the API NameLinking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?
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Sticky Posts
User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
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