Zoho CRM Workload
A huge thing we are missing is workload - to be able to see all records that are owned by the same person in any module. Right now this involves pulling multiple reports and comparing / merging them. Zoho is trying to solve this by adding an integration
Multi-Select lookup field has reached its maximum??
Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?
How i can move the records from blueprint A (inactive) to new blueprint B (Active)
Hi team I have a question, I just generated a clone blueprint (A) which I left active, and the original blueprint (B) deactivated it, well, I need to move the records from (A) to (B), is there any way to do it? Regards, Pablo
When to use Tickets instead of Tasks
Hi We have a discussion going on here that I'm hoping I can get your input on. The sales team need to interact with other parts of the business over the lifetime of a Deal. Such things as getting the solutions team to spec out the formal requirements
CRM Client Script Buttons
Hello, Client Script ZDK list button functions, but I am not sure how to interact with them. I tried a few methods of getting the API name for a custom button, but no luck. Any ideas where the button API names are stored? Also, custom buttons must be
Workdrive Option
HOw can i see this workdrive option as shared in the screenshot. (In video it is saying that- added extension of workdrive , how ? -here is the link of same - https://www.youtube.com/watch?v=4O3YSagZ8os) at time 0.16 please check. Moderation Update (27th
Canvas assignment rule.
I was wondering is it possible to assign different Canvas to different detail record page base on a field. For example, I have a field called Steps. I would like to have Canvas 1 show when it’s step1 and Canvas 2 for step 2. The Canvas we have are WAY
Warranty renewal for multiple serial numbers under one account
Hi Community, We sell products that come with a warranty. We have added a "warranty expiration" field. When a warranty is about to expire, we contact the customer to offer a renewal. This works great if one customer, has one product from us. In many cases
A way to "bulk clear existing data fields" when cloning a page?
Is there an implementation option where I can easily clear the data in a page when the user presses on the "Clone" button on a page? My current thought is to implement a Client Script that gets triggered by onLoad event for Clone Page and call ZDK.Page.getField(<field
Previous Week in Analytics widgets
Hi Is there a way to show items from Previous Week in Analytics widgets? I want a widget to show Revenue from Deals closed in the previous week. This isn't the same as Last Week which seems to actually show the last 7 days, rather than the period of "Last
Keyboard Shortcut for Saving Notes
I am typing in Notes all day every day, and up until recently, I was able to quickly save a note without touching my mouse. I used to be able to hit TAB then ENTER. This would essentially cycle to the selection using the TAB button, and SAVE was the first
[Client Script] Any method to get Purchase Order Line Item Id
Hi, I would like to auto populate purchase order record ordered item in create new record page. And line item id is necessary. However , there is no line item id including when I use fetch by Id ZDK. Am I used wrong way to get record details?
Deals Cards change color as the deal ages/rots in each stage
Is it possible to have the color of the Deal card in the pipeline change as the deal ages in that stage? For example, if a deal sits in a specific stage for more than 21 days, it turns yellow and then at day 28 turns red as the deal "rots" without moving
Deduplicating Leads in Custom View
Hi, I created a custom view of old leads. I only want to deduplicate the leads that are in this custom view. If I have my custom view 'active' and then go to the 'Actions' dropdown -> Deduplicate Leads option, will it only deduplicate the Leads in my
how to create task with Pop Up Reminder using Zoho Function?
I need to create a task automatically using function. I need to know how to create task with Pop Up Reminder using Zoho Function? it will be better if I can also read the documentation as well. Thank you very much
Schedule Zoho CRM reports only on Business Days
Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks
Lead to Contact Conversion with multiple email address fields
We are a B2C business with a strong repeat cycle, and as such it's not uncommon for customers to use multiple email addresses with us. We have both our Contacts & Leads modules set up with 3 email fields. (Primary Email / Secondary Email / Historic Email)
Mailing address validation
Could you not integrate some sort of auto-completion for address fields like City, State and Country? I wouldn't expect to see every city of every country in there but maybe just the ones from North America, which are well documented. It's otherwise very had to keep control on how addresses are entered by every one in the system...
Increasing API Credits
Hello everyone! Organizations consume Zoho CRM APIs for various business needs, and it's a show-stopper when you exhaust your API credits before the 24-hour rolling window replenishes your credits. To meet your growing needs and help you keep your business
I want to duplicate a report and name it something else
Hi, I have created a report, and now want to reproduce it and call it something else. so that I will end up with TWO separate reports with different titles. Please tell me how do I copy / reproduce a report please
Disable 'Export Deals' option in List View using Client Script
Hi, Is there a way to disable the 'Export Deals' option in the Actions dropdown using a Client Script?
Limited System because of Limited Number of Fields for Car Dealership
Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical data
Sortable My Functions list
How do I associate pricebooks to a customer?
I setup a few pricebooks, that worked fine. But now the only thing I can do with it, when I enter a quote or sales order, I can select which pricebook to use, but I have to do this product by product every time I add one. Is there a way to connect a pricebook
Archiving Contacts
How do I archive a list of contacts, or individual contacts?
I can't create task programmatically using deluge
I can't create task programmatically using deluge. I use the code below dealDetails = zoho.crm.getRecordById("Deals",DEAL_ID); currentDateTime = now; popUpReminderTime = currentDateTime.addHour(1); dueDate = currentDateTime.addDay(1); subject = "Test
Integrate MS Teams with Zoho CRM for faster collaboration
Availability Editions: Standard and above DCs: All Release status: This feature has been released for all users in all DCs. Help resource: Microsoft Teams integration Hello everyone, We're adding MS Teams to our lineup of CRM chat integrations—Cliq, Slack,
Create a Sales Order Record via the API using a Contact external ID
I am trying to create or upsert a Sales Order via the API using an external ID for a lookup. https://www.zoho.com/crm/developer/docs/api/v6/records-api-ext-id-overview.html I use an external ID for the Contact Lookup: "Contact_Name":{"FastSpring_Account_ID":"l6NPd8ygTm-qR5Vrfgru8rg"},
Create and embed custom capabilities across CRM with Kiosk, our latest low-code tool
[6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. As a result, the old help doc links
Mass Update: Layout not choosable
I can't choose Layout as a field to change for a mass update. I already exited all records from a blueprint.
Zoho CRM Sales Targets for Individual Salespeople
Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.
Changing info for Contacts on Account page
On an Account page, the Contacts for that Account are listed. But is there a way to change the data that is shown? For example, on my Account pages, under Contacts there is the Contact Name, Email, Phone, Mobile and Fax. I'd like to remove the Fax column and I really need to add a Title column, which is included on the Contact's page. How can I do this? Thank you!
Zoho CRM Analytics - Allow To Reorder Dashboards
I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go
CRM sandboxes now support Services and Appointments modules
Availability Editions: Enterprise edition and above DCs: All Release plan: This enhancement has been released for all users in all DCs. Hello everyone, Businesses that provide services to customers can use Zoho CRM's ready-to-use Services and Appointments
Zoho CRM - Assign Lead To Task On Make.com
Hello, I am trying to assign a Task to a Lead on Make.com, although I get this error everytime. I have tried manually typing the exact name of the lead & using the Lead ID. Although both throw this exact same error. Any assistance would be appreciated.
Time Zone Calculation and Field Update in Zoho CRM
I have leads who are all in the U.S., but they are in different time zones. I want to have the Zoho CRM automatically calculate the time for that specific lead based on the zip code that we obtain and then update a time field in CRM so that I can trigger
Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
Phone field Zoho CRM E.164 format
Hi, We have a webhook triggered flow in Zoho Flow which creates a lead in Zoho CRM. However, the phone format is not always in E.164 format. How can I solve this problem? Do I need a custom function within Zoho Flow or in Zoho CRM? So the following formats
Character Encoding Issue When Using API in Deluge Function (UTF-8 and Multi-Form-Data Applied)
I am developing a function in Zoho CRM that interacts with two different APIs. However, when I make the call to the second API within the function, I receive corrupted characters, such as n�o, indicating an encoding issue. I have set the function to use
Filtering(searching) contact info by using subform info
Hello there, Is there any ways to filter(search) Contact info by using subform info? I am trying to manage my customers info in ZOHO CRM. My customers are mainly families so I set up a family member is a representative as default form and other members
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