Custom View Row Limit?
Is there a way to view more than 5 rows on a "Custom View" component on a user's homepage? I didn't see an option when creating or editing it. I'd like to be able to show the users 10 tasks at a time if possible.Converted Leads are not counted in Dashboard Components!?
Take a lead component like this: This is always inaccurate because no lead components in the dashboards appear to include converted leads. So even a "Leads Aquired this Month" isn't accurate. It's crazy! This particular component does a comparison againstRemove edit rights after a Deal is closed
Hi, Is there any way in which I can remove the rights to edit a Deal from "Potentials" tab for users after the Deal reaches "Closed Won/Lost" stage? Thank you!How to enter several contacts into the same DEAL
We use to manage groups after the deal has become done, but there not exist a fluence way to enter all those persons or at least, I don’t know. Have tried throught the "contact roles” but I need to make several steps just to enter 1 contact. I’m sureZoho CRM Reports Aggregate Column Sum Missing
Hello, In two out of three custom modules in our organization's CRM, the aggregate column for reporting does not show the "sum" feature (image below). I'm not sure what the case, but the reports are generated the same way in that there are no other parents/childrenCanvas Layout Explanations?
Where can I find explanations on how to understand the guides shown in canvas when you move things around? I spend MOST of my time trying to get sections to align properly when the screen size changes. An explanation of best practices for layout wouldUpadte field using validation rule function
Hi, i am trying to format phone field using validation rule, code works in workflow rule (tested), but i need to make this work inside validation rule function, since i already have tons of automation on workflow rule, and i would have problems if thisUpdate on Links in Portals?
There was talk that Zoho was going to implement external links and buttons into Portals. Some buttons linking to external websites and Google Maps would be great. Any idea when this is happening? Also, it would be great if there was a general text fieldI've sent four test emails and none of them have reached me
Since yesterday I have this problem, first time it happens. Platform says that mail have been sent successfully. Somebody can help me with this?Emails from Go Daddy Reporting Email Access from a Zoho IP
Since yesterday, we have been getting emails from our email provider (Go Daddy) saying the following: "Your email account xxx@domain name.com was signed into from a new location, device, browser, or application." It says it was signed in from the UnitedZoho User Group (ZUG) in-person Meetups - APAC Region
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, June 2024. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarise and implement new Zoho advancements. The meetup registrationZoho User Group (ZUG) in-person Meetups - Middle East Region
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, June 2024. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarise and implement new Zoho advancements. The meetup registrationCustom Links Field Type
We asked about this feature in 2009. Hoping to see it implemented. In Salesforce.com, you can have fields that are custom links. By that, you could have a field that has the value of '12345', and make that a hyperlink that links to an external site likeMeet us in your city! Zoho User Group (ZUG) meetups - India 2024
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in June 2024. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to connectWrong email notification sent - how do I fix this?
I have been setting up different workflow rules connected to Zoho Survey. I never had any problems with this but suddenly when I test it by signing up I get 2 email notifications - one is correct from the workflow rule that i'm testing, but then I alsofield dependencies for lookup fields
hi, we want to set up field dependencies for look up e.g.) In Deal Module, when we fill in Account and Contact fields, then, we have to choose Account record and Contact record from every record, if possible, I want to choose the Contact record relatedStage Bar not Showing in Leads and Custom Module
In Sales, it shows the process bar when Blueprints are not activated. However, it is not showing for Leads and custom modules. Is there a way to turn it on for Portals in all modules with a Stage field? Its really useful.Workflow rule when field updated is not an option
In Leads Module, I dont see Lead Owner "field update" as a workflow rule trigger option in my zoho crmplus. Only options are "is", "is not", "contains", "does not contain", "is empty", "is not empty". I need to automate an email notification action toWhen Quantity in Stock is 0
hello When Quantity in Stock = 0 I want to change the field named sold in the (product module) I also have a field already added (sold ) The problem is this: I wrote this logic in the--> workflow when Quantity in Stock = 0 ––> Update the field asHow get phone field (deals) value into my function code?
Hi, i have extension that connect to whatsapp. Zapphub is extension. my code is working, but phone number is fixed: "5521993449999@c.us" I need get value that is inside field "whatsapp1" inside deals module this way, i will run automation everytime thatHow get created deal URL into my function automation code?
Hi, i have extension that connect to whatsapp. Zapphub is extension. I have code to assign metadata to chat. my code is working, but metadata is getting fixed url fixed:"https://crm.zoho.com/crm/org000000000/tab/Potentials/6144369000004050000" i wantNotifying a record owner that someone else has altered their record or opportunity
How would i setup a flow to notify a user that a manager has change the status of one of their opportunities whilst they were away on holiday etc... or have added some notes to an account etc...? I don't want it emailing them when they alter their own,Convert QUOTE into POTENTIAL?
Hello Is there a way to convert a QUOTE to a POTENTIAL? Right now, if one of my salespeople wants to create a QUOTE he would first have to create a POTENTIAL to then select it in the QUOTES page. I don't see the logic here, this should be the other wayAbout the Portal's Custom Canvas
Hi We have created a custom canvas list for portal users. I designed it to change color depending on the conditions, but when I view the custom view in the portal, it only shows the standard design. Can the portal display elements in different colorsMultiple 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 convertedTotal 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 showingWriting 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 massCustomizing 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 themZoho 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 onlyHow 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.euNext Page
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New 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 numberEnrich 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 portal users can now log in using their mobile phone numbers
Hello everyone! You can now invite portal users using their mobile phone numbers. These portal users will be able to log in using their mobile number and OTP. Templates for these portal-related SMS can be customized as per your needs. This enhancementCRM 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 filesCreate custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
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Enhancements 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. WithLinking 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?Field Updated based off Call Status
I'm trying to create a Field Update where: When Call Status is Completed Lead/Contact/Account Description field with the information in the "Outcome Of Outgoing Call" Description field. Once our sales team finishes their calls and they add a descriptionBar Charts in Zoho CRM
Hello, We are using the Analytics section in Zoho CRM (not Zoho Analytics). We created two bar charts using a workaround with LinkMatch: each time we send a message to a lead/contact on LinkedIn (not on Sales Navigator but the “normal” LinkedIn”), a newAuto select template when "Send Email" button selected?
I have created a template for Contacts, and I want to have that template auto open whenever the Send Email" button selected on a Contacts page. I know how to do this in Salesforce so I assume in Zoho it would require a custom button on the Contacts page
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Enrich 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 optimizingEffortlessly 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 allAccessibility in Zoho CRM: Not just a feature—a way to empower
For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM thatEnhancements 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. WithEffortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive
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