Client Script setCriteria does not work with multiple filters
Hey Team, I'm trying Client Script and I've found a possible bug. Please could you confirm/correct me? I have a client script in Quotes to filter the Product Items in the Product SubForm, therefor I have these lines: var Product = ZDK.Page.getSubform("Quoted_Items").getField("Product_Name");How to launch another wizard from one wizard
Hello, Is there a way to launch a different wizard after clicking the save button in the wizard? After creating a deal using the wizard, I would like to immediately display the invoice creation screen.Request one more image upload field
Hi, Our organization using two image upload field for daily operation. Now I get a new request that shows image to our client. And now I need one more image upload field to achieve this. Could you upgrade for me or guide me how to buy an additional oneValidate at least one Quote related to Deal
For my internal process porpoise, I would like to add a rule that no Deal is won without at least one quote related. Could that be possible ?Create account from contact record
Hello, I was wondering if anybody knows of a way to create an account from a contact record and pre-populate the address fields and automatically create a link between the contact and account? The way we will be working is to take an existing contact and create an account for that contact. At the moment, I must first create an account, and then go back to the contact and edit it to link it to the new account. I hope that makes sense! Thanks, PhilBack Date Entry
Can I create back date entry ?View all mails of all contacts in Accounts
Hi all, Is there any option to show ALL emails from ALL contacts in the same account at once instead of having to select contact by contact?The problem in mail template with URL construction containing the email address.
We have many Zoho mail template in which we create a link from User Email, Contact Email and another parameter. For example, www.name.com/productID?parameter1= ${User.Email}¶meter2= ${Contacts.Email}&... Before today on click we got correct URL: www.name.com/productID?parameter1=zoho CRM fileds
This is a two part question In my Com Request Module I have a formula filed (gross margin) In my subform I have a filed commission % I need to calculate gross margin * commission % input (which is not always the same), but this is not possible becauseMulti-select field choice restrictions
Hello! I have the following question: I have a Multi-Select field in Zoho CRM and I would like to restrict the options the user choses from based on what he chose as a first value. For example: Let's say my Multi-select field contains the following values:Set default value for Multi-Select Lookup field
Hello, I have a multi-select lookup field on my Potentials module in which I am storing who our competitors are for a project. I would like to know if it would be possible to set the default value of this field to "n/a" (not applicable). Thank you!Scheduled Actions is disabled in my entire organization (CRM)
Hello Support, This is highly urgent I don't understand why and how the scheduled actions feature is disabled, the following photo is an example from the workflow-rule: https://crm.zoho.com/crm/org742785069/settings/workflow-rules/4782950000107177149How to enable "Save and Create a new one" option in a Wizard
Hello Team! I am setting up a Wizard for one of our custom modules. We need to create a record associated with a contact, account and a deal. Once the Wizards finishes for the specific record, I would like to have the option to "Create a New one" butZoho CRM portal access.
Hello everyone, I think I am blind and I can't find the information for some reason and it's driving me nuts. I created an portal the default one that gives access to the contacts. I invited a user and he as access and he can make changes to his data.Custom list view: Scroll bars now appearing inside individual records
Scroll-bars now appear in one of my custom list views, at the end of every record. I've made no change to the custom list view, so this must be the result of a change on Zoho's end. How do I get rid of them? Best regards, MarcusHow to see Visitor Point in Zoho CRM and how to sync it with Zoho Campaign contact score?
Hi, I am a complete beginner to Zoho CRM. I am currently an intern and I have been assigned the task of building and syncing the system from Zoho Campaign to Zoho CRM. I have pushed the contacts from Zoho Campaign to CRM and now I want to categorize themGet DealID when Deal Created?
Hi What's the easiest way to grab the DealID when a deal is created? I want to add it to a custom field on the deal. ThanksSame Currency Quote and Deal
Hello !!! Is it possible to restrict the currency of a Quote to the same currency in the related Deal? If i create a Deal with a currency A, and then I create a QUOTE from the same Deal, I would like to have the same Currency between Deal and Quote. HowZoho CRM is HIPAA Compliant now
Hello everyone, We have been overwhelmed with the increase of usage and popularity of Zoho CRM across a range of industries over the years. It is now time we expand our compliance management a notch, to provide a more secure, confidential, and rightfulFilter Based On Related Module's Value
Not sure if anyone here has solved this problem, but I have difficulties to filter/create a view based on the value of other module. I have a custom module called 'Subscriptions', in which there's a lookup field to 'Contact'. So if we see the respectiveSearch Records within last 7 days based on email address
Hi There, In workflow I am trying to create a script that checks if new records have matching email address fields with any other lead record created in the last 7 days and then apply a tag to any records found. Search Records does not seem to supportMass email from Report output
Hi, I'd like to send a mass email based on a report output. The report is pulling multiple information from linked modules. Each line of the report ends up with a contact name, email and multiple field values pulled from the linked modules (some are customDisplay a list of recent @mentions made from the CRM Notes field
Hi All, One of our customers would like to see a list of records in the CRM, that they were recently @mentioned on. (in one of the Notes fields on a CRM record). Each @mention will generate an email notification to the mentioned user, but there does notBUG! Loading new instance of CRM inside existing CRM Window
I have attached an image which is a screenshot of what's happening. We have tested on multiple machines with the same results. Follow these directions to reproduce the behavior: [list=1:8d1e6de7c2] *  Search for a term in the right hand search field (make sure the term exists in a "quote" category. *  When the results show, scroll down to the "matching quotes" results group. *  Click on the "Potential Name" of one of the matching quotes. *  It should then try to load an entirely newCRM/Forms/Sign
from CRM I know how to create a button in a records detail flow, that will open a window with a Zoho Form, Then when that form is completed it create a Zoho Sign document for signature - how do I get this Zoho Sign Document back into the CRM - specificallyQuote Template - Multiple Pages - Page Breaks
Hello All, When a quote is created that has many line items, we have seen that the quote can be generated over two pages. The problem with this is, pages after page 1 will not contain our "header" which contains information such as company logo and address and page 1 will not contain our "footer". Essentially, the table containing the quoted items cause the page to grows and wraps over the remaining pages. The template editor has no way of entering page breaks and according to Support there is noZoho CRM conference pre planning tips?
We are trying to track all of our leads who will be attending an upcoming conference. We are reaching out to them individually (some via email, some via phone call, some in person), and we want to track who we have contacted and what their response is.Internet-connected version of GPT
I am currently working on integrating Zoho CRM with ChatGPT to enhance our workflow efficiency. While I have successfully completed the basic integration, I'm facing a issue. My objective is to enable ChatGPT to search online resources for more comprehensiveEmail in CRM Sales Order
I'm s close to having this setup how I would like, but the last step is proving difficult. Any help would be appreciated. I am using Zoho to manage my eCommerce sales. So far I have the sale being imported into the Sales order pipeline and it works beautifully.Canvas List Page - Including Related Lists
Hello, I am new to Canvas and want to create a list view of Vendors that also shows associated Contacts. I believe this can be done in the details page with a Related List but do not see the Related List option when editing the list view. Can this beFiltering to display leads who have not been sent an email in X days
How can we filter to display leads that have not been sent an email in X days? Problem: I have experienced inconsistency with the Email Status 'not sent' filter — sometimes leads who HAVE been emailed within the timeframe are appearing within the filteredZoho CRM Admin Gets Permission Error Trying to View Lead to Contact Mapping
I am the admin in my org for Zoho CRM, and I also have the top-level role in the CRM. I also confirmed that I have assigned every possible CRM permission to myself (see attached). However, when I go to the settings to try and view the lead to CRM mappings,Vendor Zoho
Hi All, We are looking for guidance about Zoho Venders as this is our starting pointing for working with Zoho. We are trying to figure out how we can marry up our vender services with our clients service requirements. Example if we are to sell frozenAbout Search Criteria
Hi Team I was programming on Clien Script, my task is make a script for to search 2 conditions, the first must be equals and the second must be distinct. Up the moment, all the documentacion said only 2 operators: equals starts_with But if i want to useExpanding subform field limits
Dear customers, We're pleased to announce an update regarding the limits of fields in subforms on layouts. We've made adjustments to accommodate your evolving needs and provide a more flexible user experience. The increased field limits enable you toZohoCRM.mass_update scope unavailable to select in Connections setup
I started a Portal and now I cant change fields in modules
Hello! Im receiving the following message in our Deals and Contact module when trying to make changes in our modules. The only thing that changed lately in our CRM is that we created a Portal just to check the feature (it is not currently in use). I thinkProducts as Services with no stock
Is there a way to customize Products module for a company which sells services? I need to remove all Stock Information data, because services can't be quantified or stocked. Our services are educational courses and can be quantified in levels or/and time. Do I need to purchase Zoho Subscriptions or I can do that using custom product module? Can you help me? Thanks.Several irritating issues
I have the following strange issues, and would like to know solutions: sometimes resizing of components in a dashboard does not work, why? sometimes I cannot edit a component in a dashboard, the 3 dots do not appear, especially at the top of my screen,Functions not working anymore
Hello, since half an hour ago none of our functions work anymore. Neither I can´t access them through workflows nor can I open the function settings. All other things work fine, creating, updating or viewing records. Please get in touch as soon as possibleNext Page
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Announcements
UI Enhancements in list view for Zoho CRM
Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,Rebrand 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 elatedTranslation 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, ImagineCRM 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 filesRich-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 versatile
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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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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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