FIPS Compliant?
Does the ZOHO CRM product meet the standards for the current Federal Information Processing Standards? And, if so, where can I find information to provide proof to our insurance company.Deluge - passing collection values from for each loop to updateRecord
Hi, I'm a newcomer to Deluge and am really struggling to get the below script to work. I want it to use a for each loop to look through several fields on the Account record, and then, assuming there is a value in the field, user the proper function toBigInt Failure for Saved Workflow
Hi, I am currently trying to create a workflow as follows: When a record is created in one module (Volunteer Events), it takes what is in the "Areas Requested" multi-select field and sends an email to each match on a "Areas of Interest" multi-select fieldKiosk - how to use multiple records with GetRecords
Hello! I am trying to create a "grocery store list" with Kiosk Studio: I use GetRecords to pull MULTIPLE records from the products module (with a specific filter), and give the user the possibility to choose up to 10 records. How can I USE/ACCESS theShow all task and meeting records associated with an Account or Contact even if they were created in other modules?
Is there a way to create a view that shows all open tasks and meetings associated with an Account or Contact even when the task and meeting records have been created in other modules than in the associated Account or Contact record view? Background: IAdd A Custom Option to a Pick-List Field?
Is there a way to add a custom write-in option to a Pick-List field? For example, the majority of our sales are a set amount, hence the pick list. Periodically we will have a special scenario that would require a custom amount. I want to keep all theGenerate wizards effortlessly and preview summaries before saving records
Dear customers, We're excited to introduce two new enhancements to wizards: You can now generate wizards, and get a wizard summary before saving a record. Wizards in Zoho CRM streamline data entry processes and ensure accurate and consistent data captureFormula field number of days between 2 dates
Hi, I want to have a formula field which calculates the following: IF EndDate < TODAY and Oproep is true (this is a checkbox field) than EndDate - StartDate, otherwise TODAY - StartDate It should calculate the number of days How can I write this forAnalytics Module: Can you move items from one dashboard to another?
Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets toHow can I change the format of a date/time field?
I have created a workflow in Zoho CRM and it triggers an action in Zoho Flow Actually it sends a slack message/notification to a public channel In this message I pass a dynamic Date/Time field from the Deal Module. The problem is that it returns thisEditing HTML in Zoho CRM Email Template
I am trying to create a template within the CRM email option, but need to be able to use custom HTML. There does not seem to be a way to do so.Colour code depending on range of values?
Is there a way to show different colours (colors) for a range of values that depends on the user's selection from a dropdown list? If so, how? And please provide step-by-step instructions. Example: I have a field that has a range of values from 1-9 thatPick List History - Report
Hi Is there a report or any ideas of a report on Pick List history changes So for example, I want a report monthly of any changes made to a field which is pick list (I know I can view this in the record, but I just want a monthly report off all changesHow to create a BOQ Estimate (Bill of Quantities) in Zoho using Widgets
Creating a BOQ Estimate is a key requirement for many industries like Building and Construction and Professional Services. As native Zoho cannot handle specific requirements, we've created Zoho Widgets for Users and Partners. This project was at least 500 hours of work, but it costs our clients less than $10,000 to fully implement. It is designed to look simple but there was amazing amount of work that went into creating it. We are doing all our estimates using this process now and love it. PleaseZoho CRM and Apple Mail (Macbook)
Is there an add-on or way to sync Apple Mail to Zoho CRM? Currently, we use Apple Mail as an overlay (one-stop-shop) for email accounts coming through gmail, outlook, etc. Now, with Zoho CRM, we'd like to keep using Apple Mail but have emails sent fromDeal: Amount per product?
Hi, we currently have a simple setup for our deals and analytics: A deal has one product and one amount. In the analytics we then simply can filter per product and amount in a deal to see, which product is selling the best, etc. But now we want to addIntroducing Color and Order Preferences for Blueprint Transitions
Blueprints exist to improve the efficiency of your company's processes and ensure compliance — but only if your users follow them promptly. More often than not, your users may find it challenging to adopt your processes and follow through on them, especiallyZoho CRM Community Digest - June 2024
The month's Zoho CRM Digest is packed with exciting updates, insightful discussions, and valuable tips from the community. From streamlining workflows with bulk imports and dynamic filters to tackling duplicate leads and managing emails with ease, we'veHow to Link existing Contacts with existing Accounts.
Hello I have Contacts and Accounts already in ZohoCRM that I need to link together. How do I do this. PLEASE NOTE : The Contacts and Accounts are ALREADY IN ZohoCRM. Every answer I've found in here for this questions refers to Merging as they are imported.Fill subform with Zapier
Hello, I am using a Subform for a deal, so our marketing team can add several products and custom prices to the deal, which works fine: But I want to use Zapier to automatically populate that subform as well, but I can't get it to add the details. UsuallyAccurate out-of-the-box human translation
Hello, I've been using the CRM for about a year, and as a French user, I've had to do a lot of manual translation because the current translations are rarely correct out of the box. I believe that having proper translations done by a real human wouldFeature Request: Mass update selected Contacts to Accounts
I can't believe this isn't an ability already. It's a quick fix that would save hours of manual entry time. This looks like it had been requested 3-4 years ago with no answers from staff! Please add all contact fields into the "mass update" menu. You can select multiple contacts in list view, but somehow you can't mass update them to all be associated with an account? And you can't pick a multi-select box to mass update either? The field names already exist in the contact details. Why can't I clickPreview Layout as a Standard User
Is there a way to see what a module layout will be (what fields will be visible) for a standard user if I am an admin? Basically, I have some fields where I set the permissions of certain fields as hidden, but I want to see what the layout will look likeHow to implement calculating average value of averaged values?
Hi, I'm trying to implement a formula in my layout for a module that calculates the average of 2 averaged values, but I can't do so using the formula custom field. To calculate the 2 averaged values, I could use the formula custom field, but in the customHow to record Inventory template export history
Hi, Is there any method to record the Inventory module PDF Template export history? Because we need to keep the same if we would like to send twice templateUnified View for Folders
I think it would make sense to have a unified view for all modules under a folder. This is a feature that ClickUp has, which is quite helpful. Our use case is as follows We have a workshop department that has different modules that they are using: repairing,Is there a way to filter contacts by which email templates they were sent?
I want to send a mass email to all who received a specific email through a specific workflow. I can see the list of contacts after I created a report looking at emails sent by template. However I can not find a way to create a list or filter by parametersCan you send a Zoho Sign Document through a workflow
Hi, I am looking to automate a process of getting clients signed up asap. I have set everything up in a Zoho sign template and it works by pressing the "sign with Zoho sign" on the deal record. I am looking to find out that when a deal hits a specificOngoing Customer Care and Contact Reminders
Hey, We rent heavy equipment and most of our customers rent repeatedly. I can see how Zoho is really useful for sales funnels that "close" like buying a car but I am struggling to get it to help us. Our sales process is like this: -We make repeated contactUsing Tasks (or something??) in Zoho CRM to track sent samples
Hello, I sell upholstery material to my clients. When I send catalogues to clients, I track this as a Direct Mail Campaign in Zoho CRM. It's an open-ended Campaign that started last month (with the brand new catalogue) and will run until the new catalogueUsers are able to access records in a territory that they are not a member of
Hello, I have several territories set up in our CRM. I recently ran a test to see whether users that are not members of a particular territory can access records within that territory (e.g. Accounts, Contacts, Deals), and it turns out that the users thatUpdate field when task is completed
Hi, I want a field to be automaticly updated when I mark a specific task as closed. So, I have a task in the module 'Leads' with the topic 'Factureer kosten van {COMPANY_NAME}'. When this tasked is closed, I want that the close date is filled out in theHow I can export emails from zoho crm ?
Hello, I am looking for the workaround for exporting the sent e-mails. We use the Zoho crm free version (with upgrated storage) - and the e-mails are written/sent within/out of the crm feature. For our cases we only use 1) companies and 2) contacts -How to Bulk-Update Sales Orders in CRM
Hi - I need to bulk update existing sales orders with dates from our ERP of when the sales orders were created. I made a date field on the Sales Order module where I want to insert that data. I can't Mass Update because I am not updating the fields toClient Portal Layout setting
I have set up a custom layout called [Customer View] and specified this layout in the Portal settings. When I preview it, everything looks fine, but when I log in with a Portal User account, the layout displays as Standard instead of the specified CustomerAutomatically CC an address using Zoho CRM Email Templates
Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into ourUsing Multi-Select Lookup to Search Leads and Contacts in Custom Module
Hello Zoho Community, I have a custom module in Zoho CRM called “Projects E.One” and I need help with a specific requirement: I want to add a field in this module that allows me to look up and select multiple Leads and/or Contacts that are already registeredNew addition to Zia for Emails: Subject line suggestion
Dear All, We've added yet another robust feature to the list of Zia's email intelligence abilities: subject line suggestions. The first line of text your recipient reads when you send an email is its subject line. Since this is the very first impressionBuild your own interactive product recommendation system in CRM with Guided Selling.
Update: CPQ was a public early access feature from March 2023 — January 2024. Since February 2024, this is a public feature. Zoho CRM's in-built CPQ engine now facilitates Guided Selling, a setup in which the CRM system makes tailored and interactiveDynamic image in lead record field
Hi, I have a image upload field named 'Testimonial image'. Based on the value in another field named 'SBI code', I want to automatically upload a specific image in the image field. How can I do this?Next Page
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Announcements
CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesTranslation in Zoho CRM now supports various regional languages
Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, ImagineRich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatileRebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elatedIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
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Home 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 ActivitiesIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forConditional 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, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
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Sticky Posts
Focus 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—someGain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparencyContext and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
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