Users are able to view other users' Meeting records despite access being set on 'Private' with no Data Sharing Rule
Hey there, we installed the Microsoft Office 365 - Meetings App few weeks ago and it seems to be working pretty well. However, what I noticed is users can view other users' Meeting records originating from Outlook events in CRM, despite the fact that
Having multiple blueprint/workflow inside a blueprint
I am currently designing a Blueprint in Case Module inside Zoho CRM. Each case has documents(multiple number and varied from case to case) and these documents will have their own blueprint (they go through stages like document translation, document verification,
Add a new user
I need to add a new user. I only have 13 active users currently. Each time I try to add the red box appears telling me that I can only have 14 users. I know this, I only have 13, I should be able to add an additional
Custom fields not transferred from Sales Order subform to Invoice Subform
Hi Team, I have created a custom field in both Sales order and Invoice Subform. On create of Invoice from Sales order module using the related list, the data in the custom field is not getting transferred into the invoice subform where as all the other
creating a history record with a custom field
is it possible to create a history of changes to a particular custom field?
Improved Filtering and Tagging options for Notes
We rely on the notes section across several modules and would love to have some more options in filtering, grouping, and tagging notes. We would like to be able to filter notes differently on a contact or deal and have that choice stay on that record
Formulas don't auto update?
Hi, I am currently trying to set up a days in stock field for my products so that i know when to reduce my prices. I have managed to create the formula and is tracking the no. of days i have the product in stock from when the record is created, the problem is i have to manually edit each record before the rule will run and update days in stock. Is there a way to automate this?
Zoho Form field to show filtered list of Zoho CRM Accounts?
I would like a form field to show a filtered list of Accounts in Zoho CRM for the user to select from, similar to the lookup filter functionality in the CRM (see screenshot). Is it possible to do this in Zoho Forms? If so, how? I have not been able to
how to pass text from note to deal record using function?
Hi, I need to pass text from note to deal record using function? may I know how to do that ? I need to make if a new note is added then update 'note' field in deal record
Keep track of mass mail responses using "stages"
Hello, sometimes we have the need to contact our suppliers or customers in order to update them about new procedures. Sample case: we activated a new warehouse, so we need to be sure all suppliers are aware of the new address + we want to ask them to
Viewing Records with Attachments
Hello. Is there a way to search and view a list of all records that have attachments?
Image in column product view - is this possible?
In the product I have added an image but I want it to show here (green arrow), so I don't have to open the product to see the image
Decimal Product Quantity not allowed in Invoices
I noticed other people with the same problem where the invoice lines only allow whole number quantities. However, our products are often sold as fractions of their stocking units, whether hours, cases etc. I need to be able to bill for 10.5 hours but have to round down to 10 hours as my client CANNOT be expected to understand why I bill for 11 hours and give them a discount.. Will this be addressed any time soon?
Formula Expression Syntax Error
I cannot find the syntax error for the life of me If(IsEmpty(${Children.Disenrollment Date}),((Year(Today()) - Year(${Children.Enrollment Date})) * 12 + (Month(Today()) - Month(${Children.Enrollment Date})) + If((Month(Today()) * 100 + Day(Today())) >=
Need to be able to apply layout rules to 'Multi Pick List'
Currently, we are unable to apply layout rules to fields that are 'Multi Pick List'. This means we have to instead use checkbox fields, but they are inefficient. For example, we use the Multi Pick List to list our products. However, we're unable to apply
Arguments passed to Zoho CRM functions
Hello! I have a question about CRM functions. Is there a limit to the number of characters that can be passed as an argument? There are certain cases where a function will not execute in certain cases with a large number of characters. It does not show
Rollup summaries in Deals for Custom Modules and PO's Module
Hello, I made a custom timecards module and related it to the Deals module. I'd like to create rollup summaries for hours.. is it possible to make new rollup summary fields that are developed from formulas derived by fields in custom modules? If not,
Create custom date field
I am trying to create a custom field where it should see if the start date exists or not and then based on that add 98 days to the start date and store the value on the custom field. How do I achieve this ? I am very new to ZOHO.
Drag and Drop files as attachments
Is the ability to Drag and Drop files to attachments in the future for Zoho CRM? This would be a great feature.
Non-mandatory Fields in Blueprint
Hello, I've created a blueprint in Zoho CRM and I've added an associated item with fields that I would like to pop up for that stage. Right now when the fields come up, they are showing as mandatory and the stage won't change until information is added.
Discover and manage duplicate images with Zia Vision
Hello everyone, We are thrilled to announce the release of a new feature in Zia Vision: Duplicate Image Detection. This will help you identify duplicate facial images within a module, enhancing data accuracy in your CRM. What is Duplicate Image Detection?
Enhancements to ensure better email deliverability in Zoho CRM
Dear all, We're excited to announce a series of updates aimed at enhancing email authentication and verification processes across Zoho CRM and other Zoho services. These changes will help ensure better security, compliance with industry standards, and
How to add a lookup field with multiple values to a module?
Hello, I am trying to add a lookup field in the Campaigns module to connect a Campaign record to multiple Account records, just like I can add multiple contacts to a campaign, I would like the ability to add multiple accounts. How can I do that, or do
zoho crm
Im having some doubts in zoho CRM sales ,want to know about the full workflow of sales in zoho please assist me in this with schedule a demo session about zoho sales . Looking forward for your response.
Zoho CRM Client Portal multi domin mapping
I am a Zoho One user. Because I have placed multiple functions in the Client Portal, I want to set up two Portal URLs pointing to the same Client Portal. However, when I activate the second one, I encounter the error message shown in Pic 2. Pic 1. Pic
Email template using HTML to format
if I copy the HTMLand paste into the editor- it just shows the html text. Some way I can get an html email with colored backgrounds, columns and images into a template? Or is it best to attach my email as PDF and let the reader choose to open the pdf
Sticky notes
This is at the bottom right of every web site. I don't want Sticky notes.I want to delete this icon and anything to do with sticky notes. As far as categories goes it's Zoho notebook. Thanks in advance!
Sorting in CANVAS view
I have a Canvas view created in CONTACT and COMPANY Modules. I have the related tabs set up but cannot Sort. Example: DEAL TAB has 12 deals n the example below. I want to have the option to sort by Created time or Event Name Is this possible and I need
Is zoho CRM down right now?
Saw this on Twitter "Hello Everyone! I apologize for the inconvenience. There is a Zoho CRM outage, and our developers are working on it. In the meantime, you can access your CRM account at https://crm-ro.zoho.com. " We tried that, and it isn't any better.
Issue with Embedded Report Not Retaining Filters/Sorting/Grouping on Refresh
Hi, I’m encountering a significant issue with embedded reports. While filters, sorting, and grouping are saved in browser cookies and correctly applied when reloading the page, this functionality doesn't work for embedded reports. It seems that embedded
is there is any way to make date filed and to know if there any event on the date when i fill it ?
i want to make in Lead a date filed and to know if there any thing on the date from google calender when i fill it if there is somthing the CRM will make an action - change the lead name to somthing eles if there noting - it will continue as usual
How to track revenue from variations?
As a company working in Architecture and construction, a considerable fraction of our revenue is derived from additions to existing project contracts. Currently we have no way of tracking these variations in Zoho, so they throw off our pipeline and revenue
Disable MFA not working anymore
Hi! I had a few users in Zoho CRM that had MFA disabled on their account, including the super admin account. Since a few days ago, all of a sudden the MFA is enabled again and I cannot disable it anymore - even though it says "MFA disabled successfully"
How To Manually Log Received Emails?
Hi, Because of internal IT issues, I need to manually log inbound emails from leads & contacts through the Zoho CRM user interface. I cannot, for the life of me, see how to do this. I can send emails from Zoho and I can forward emails to Zoho using
Primary deal stage controlled by sub-deal/related list?
I am a materials supplier in the construction industry. In our scenario, each construction project (Deal) will have multiple products and the status/stage of the product will influence the construction project's stage. Details: The Primary Project has
how to delete an organization in zoho crm?
I have created an organization for practice purpose but i now i cant delete it. I am selcting organizations going to manage but all i can see is the names of the organizations i created.. not the more button or other options. can anyone help?
Zoho CRM Classic Open Tasks View
Classic View has its own form of Open Tasks window. It shows colored due date and gives possibility to "tick" the activity. Is there any way I can create exactly the same "Open tasks" window in my own customized home page? My custom "open tasks" window
is there any way to cancel in Leads "last name" as mandatory ?
i dont need to use this section is there any way to cancell it ? Moderation Update: There is an ongoing discussion on the same in a different post. Our product team has analysed the comments and regularly share updates on the progress. We request you
Creating a parent-child relationship between modules
Hello, I have a few custom modules all attempting to use the Email related list exactly as the Accounts module does (showing in the Account all emails sent to the contacts associated with it). It is my understanding that this does not work the same way
Troubleshooting an automated workflow email - usage stats not matching
I set up a rule to send a "New Approved Job" email (we named our Deals module Jobs) when certain stages are reached. To ensure it does not send this email multiple times, I set up a checkbox field that will be hidden from the layout called "Active Job
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