How to disable Quick Edit for a subform
Is there a way to disable quick edit on a subform? I tried to disable quick edit on a subform with ClientScript, but I was unable to set it to read-only with the code below. let fields = ZDK.Page.getField('Quoted_Items'); field.setReadOnly(true); log:Account to Account Multi-Select Lookup
I must associate one account with many other accounts without making them member accounts. However, when I go to make a multi-select lookup, accounts aren't an option. How do I do this?Is there a way to show contact emails in the Account?
I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detailcan you set a pick list and allow for multiple selections
I want to create a pick list of possible trade shows a customer would attend and select ALL that apply so we can contact them around the time of each trade show. Is there a way to create a pick list where multiple items/choices can be selected and shownHow to mass delete notes?
Is it possible to mass delete for example all the notes created before a certain date? It would be very usefulZoHo CRM add images to Sales Order PDF template
I would like to add images from a Sales Order to the PDF that is sent to customers via E-mail. Is this possible? I know I can add images to the template. But it needs to be loaded from the Sales Order module. We have a custom image field there and thatAdd Custom Task Fields in Cadence Task Creation (Without Setting Them as Mandatory)
Dear Zoho Team, I hope you are well. We would like to request an enhancement to the task creation process within Zoho CRM Cadences. Currently, when creating a task as part of a cadence, only the default task fields and those set as mandatory in the taskIntroducing call transcription and intelligence
Dear All, We're thrilled to introduce Call Transcription and Call Intelligence—new features under Zia. You can now get transcribed audio recordings of your phone conversations, and together with Zia's intelligent analysis, you can derive call-relatedHow to create a system to track the order quantity of goods, showing how many have already been issued in delivery orders (DO) and how many are still pending for delivery.
I want to be able to create a system that tracks the order quantity of goods, showing how many have already been issued in delivery orders (DO) and how many are still pending for delivery. An example of what Im looking for: under sales order module belowAbility to Open a Zoho Desk Ticket from Zoho CRM Cadence
Dear Zoho Team, I hope you are doing well. We would like to request an enhancement to the Cadence feature in Zoho CRM. Currently, when creating a Cadence, we can select actions such as sending an email, creating a task, or logging a phone call. We wouldShare saved filters between others
Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? ThanksMicrosoft Phone Link
Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?Revenue this month
Why revenue this month doesn't show information but Revenue by user gives the information?Clone a Deal when I change the stage to Closed Won
Hi There, We want to automate cloning a deal when the stage is changed to closed won - this is because all our deals will have a renewal in 12mths so we generate another deal with a closing date of 12mths hence. We have tried to use workflows or layoutAchieve multi-level record prioritization with multiple Kanban views per module
Dear all, We're happy to announce the introduction of a new capability within Zoho CRM: creating multiple Kanban views within a single module (depending on your edition). As you may already know, the Kanban view in Zoho CRM is a card-based view that displaysBlurry images when exported into excel
Hi there, I have an issue with some photos being blurry when exported to excel. Is there anyway to fix this?Posibility to add Emoticons on the Email Subject of Templates
Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also showZoho CRM says "invalid data. Check the input for Who_Id and try again."
What is Who_ID? Is it the OWNER or the LEAD or something else? I'm trying to add a Call module entry to a Lead in CRM.Email Integration - Zoho CRM - OAuth and IMAP
Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we haveDoes Zoho CRM support Arabic Language yet or not?
Does Zoho CRM support Arabic Language yet or not? i want to use zoho crm but i need An Arabic version is there are an Arabic version ? Moderation Update: I'm locking this post as the solution for this requirement has been provided.CRM Blueprint Transition "After" Actions: What will be executed first?
Hello, so I defined a Blueprint to rule our Leads management and qualification process. Everything is looking good and all stages were covered, I just have a concern with a transition and its After actions: After a lead is qualified, I need to changeWelcome Link Expired
Hi The links sent to the users didn't get clicked on in time and now all the links have expired. Is there a way to send a new link without deleting them and re-adding them>Email automation
Once a person opens the email, they don't receive subsequent communication or they click on the coupon code they don't receive it again. Is it possible in Zoho CRM?Adding Multiple Products (Package) to a Quote
I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can'tCreating Group Head - Family Member relationship structure for insurance business
Hi, I am trying on my own to implement Zoho CRM for my small insurance business with individual families mostly as our clientele. In my business scenario, we have Family groups - Group Head (Head of family usually) and related Family Members. e.g.:- ClientsCan I change the HOME CURRENCY?
Official page says "The home currency can only be specified when the multi-currency feature is activated and it cannot be changed once it is set." Do I have any other way to change? I am at the very beginning stage doing the data migration still. If itMeeting invitation request
Outlook send invitation for meeting request. Can Zoho do the same when I use Zoho CRM (new event) with a particular contact (prospect, lead, client) ? My client received my html invitation but could not answered and transfered it automatically in is outlook. ThanksPointing at fiels salutations, being part of 'First Name'
Using formula fields I would like to get the following output based on the value of Salutation of 'First Name'. The field 'First Name' seems to have two vales, the salutation (Mr, Ms, Dr., ...) and the actual string first name. Please see attached file.My Jobs Module
Is it possible to customize fields to show within the My Jobs Module?Possible to clone Deals module/restrict visibility of Deals records belonging to a certain pipeline?
I am looking into using the Deals functionality for my business needs and can see how it could be used, but my stakeholders have a requirement that the Deals records from a certain pipeline should only be visible to certain departments in the organisation.Add Built-in Option to Open a Zoho Desk Ticket via Workflow in Zoho CRM
Dear Zoho Team, I hope you're doing well. We would like to request an enhancement to the Workflow functionality in Zoho CRM. Currently, the only way to open a Zoho Desk ticket from a CRM workflow is by using a custom function. However, opening Desk ticketsMicrosoft Outlook add-in for Zoho CRM
Hi All, We're looking at an easier way to add emails into Zoho. From what I've read, there doesn't seem to be another option other than to use the Microsoft Outlook add-in. We have 100's+ of emails a day that need to be added into various File/Deals.Showing Closed Activities from one Module to another via lookup fields
Quick question: Currently in ZohoCRM if you have a closed call/ activity on a Deals record, it shows on both the account/ the contact record as well. If I have a custom module (in this case partners) which has a lookup field for accounts, is there a wayAdding Gemini AI as a Link in Zoho CRM
I use Links to search on Google for additional contact/company information. The links are able to automatically add company/contact details which makes it quick and easy when searching for additional background information. What code would I need to putAbility to Change Custom View After Cadence Creation
Dear Zoho Team, I hope you are well. We would like to request an enhancement to the Cadence feature in Zoho CRM. Currently, during the creation of a Cadence, we can select a Custom View under the "Who is this for?" section. However, once the Cadence isIts 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later
I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely usefulHow to report and analyze a multi-select field entries distinctly ?
As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entriesFeeds Notifications Won't Go Away Unless Clicked On Individually
Unlike Sales Signals on the notification icon, Feeds notifications when a record is updated have to be clicked on individually to lose the badge notification. Is there any way to change this setting so you don't have to open each one for the badge iconMulti-line address lines
How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.Zoho CRM File upload fail
Hi, CRM is failing to upload any new attachments. We recently ran out of available file storage and I understand this blocked us from uploading more attachments. But we have since gone through and manually deleted a chunk of old attachments and couldNext Page
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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 elatedRich-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 versatileCRM 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, ImagineIntroducing 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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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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