Version history for Zoho CRM Functions
Hi Zoho Support, I am wondering, there is no topics been posted for requesting the Zoho CRM Custom Functions Version history. It would be great to have mandatorily needed feature in Zoho CRM custom functions. Is there any work going on for this feature.
Override Auto Number field?
We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations where
Mass Update of Lookup Fields not possible
Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
Allowing Territory management to normal users?
Hi everyone! How can I allow a normal user to manage the territories hierarchy? Surely this shouldn't require that a user becomes an all-powerful admnistrator...?
Quick Create Account in Deal
When I go to a deal to quick create an account for them, it has a field that is mandatory but you can't select options and this field is not even associated with an account. How do I get rid of this field in the quick create pop up. It won't let us choose
CRM Mobile - Ability to email Record Notes
By accident, I found that if I long press a record Note in the CRM Mobile app, I can email the note and the attachment. This is a wonderful find. Question: Is there a way to email a CRM record Note from the desktop? Thank you! Amy
Clone Blueprint
I have cloned a blueprint and now some of my actions in Deluge are only looking at one blueprint to run the process. How can I make them pull to all blueprints?
Canva View Field Issue
I can't add specific fields to the Canva Lead view it adds them when I am *editing* the Canva view but when I click save they don't appear. Why is this and any solutions? The top pic is in the editing view, the bottom pic is after I click save. The fields
Make certain subform entries read only
Hi all I need to make specific entries on a subform to be read only for portal users. Ive added a field to my subform called 'read only' which is a picklist with the values of Yes and No. Ive set this field to be hidden as its only to be used in the function
How to change colour of bar charts
Hi there - how do I change the colour of the bar graphs in the Analytics section within Zoho CRM?
How do I delete custom button functions?
Hi, Correct me if I'm wrong, but it appears that we can't use regular Automation Action functions for buttons and instead have to write separate functions for custom buttons. Now that being the case, there doesn't appear to be a way to delete existing
Viewing Contacts file Attachments in the Account associated with the contact.
I would be nice, If we could see all of an Accounts contacts file attachments in the account view. Is this possible? As right now it appears that an file attachment uploaded to a contact only appears in the contact. If you navigate to the contacts Account
Adding links and buttons to Portals
Is there a way to add links or buttons to CRM Portals? Link a link to a Google address or a form?
CRM Custom function updating a module record shows the Super Admin user as the record modifier
Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful
Formula Field Date Compare from a date field to Today
Is is possible to calculate the no of weeks between one date and 'Today' in a formula field in the CRM? I have a formula field calculating correctly when comparing two date fields (i.e (((Datecomp(${Vendors.Actual end date},${Vendors.Start date})/60)/24)/7) but I don't want to add another pointless field for today's date. So ideally it would calculate something like this (((Datecomp('Today',${Vendors.Start date})/60)/24)/7) but that doesn't work. Any ideas welcome!
Remove user tag in notes when copying a note
I am copying the notes from a custom module, to a main account in zoho crm. When I copy the notes the tags are coming too. is there a way to remove it or put the name of (user/group) without tagging it. Deluge code RelNotes = zoho.crm.getRelatedRecords("Notes",'Work_orders',recID);
Report footprint
Hi is there a function to see who last ran a report? the date shows last accessed but it needs to also display who by.
Task Permissions
Is there anyway to have some tasks restricted to view just by the owner or creator?
Please add Dark Mode
I think you need to give the option of Dark Mode. I find it absolutely crazy these days with a program or app isn't developed with Dark Mode. We stare at our screens all day long. Our eyes need as many breaks as possible. Thanks and I hope this gets applied
Authentication fails when the user principal name is different from the primary email.
Hello everyone, I need some help trying to integrate my company emails into Zoho CRM system, for which their O365 Email Integration keeps failing. My company User Principal Name, used in Active Directory (user@mother-company.com) is different than primary
Zoho CRM Google Contacts Sync Problem
I have syncronised Zoho CRM contacts with Google contacts (two way sync) and now all my Zoho contacts are a mess. Contacts that were linked to Accounts and Sales Orders, Invoices etc are now unlinked and even the email addresses are blank. Any ideas how I can resolve this and why it would have happened. 12,000 contacts and 5 years work in a mess here.
is there a way to pass whatsapp message to Zoho CRM lead record?
so I am trying to implement WhatsApp Native Integration to Zoho CRM. What I really need is to pass Whatsapp Number and whatsapp first message to Zoho CRM lead record. yes I can see the Whatsapp Message inside lead detail record like this but as you can
[Early Access 2023] Create and embed custom capabilities across CRM with Kiosk, our latest low-code tool
[6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. As a result, the old help doc links
Increment a numeric field by 1 when an e-mail sent using mass e-mail is opened by a lead
Hello, is there a way to increment a numeric field by 1 when an e-mail sent using mass e-mail is opened by a lead? Thank you
Notes formatting
I see that I can format this idea proposal with bold, underlines , colors, and dot points even multi-level dot points However, I cannot do the same for notes in leads, contacts, potentials, etc. in CRM. This makes notes very difficult to read. PLEASE
Error when edit leads conversion mapping.
Hi I am trying to update Leads conversion mapping. When I click save this error is pop up.
Auto look up/link to Google Maps for "location" in Events
When I book an event there is a field called "location". On the mobile app this field is linked to Google Maps and I can click on it to see the location on a map. Is it possible to include an auto look up or auto fill feature so that when I am scheduling
What is the difference between workflows, journeys, and blueprints?
I semi-understand what they are individually but they all say they can be used to automate processes in your CRM. What makes these three different? What are the benefits and cons of using each?
Do you have Deluge code to create Books Invoice directly from data in a Deal?
I want to programatically create a Books invoice directly from a Deal. My Deal data includes a multi-line subform which is Lookup into the Product table in Books. So the invoice would collect Account, Contact, etc, and iterate through subform and create
How do I filter contacts by account parameters?
Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
Assistance with Solution Architecture
We are integrating with Razor Pay and CRM with ZOHO FORMS. We need to understand as an aggregation platform following information :- a)What module to Integrate with CRM and for subsequent integration with ZOHO Books. b)fields required on form to print
there is a possibility to auto switch to list vew when return to main view.
Hi, I am in kanban view and when I return back to main view, there is a possibility to auto change to list view eventhough I do nothing. It happen since kanban upgrade (may be last week?).
Calculate Number of Days Between Two Dates
Can someone help me with how to create a field using the formula function to calculate the number of dates between a campaign start date and end date? The closest I have gotten is using the "Datecomp" function but it gives you the dates in minutes, rather
History
Good afternoon, I`d like to know how can I see the history of a case, changes of preperty, etc. Thanks.
ZohoFlow search Workdrive Folder by keyword
Good afternoon, I have a flow set up where the trigger in CRM is a creation of a property in our Properties custom module. When a new property is created, the flow creates a folder in Workdrive and a series of sub-folders using data from the CRM record.
Zoho Calendar Integrated Into CRM?
I've searched around the forums but couldn't find anything addressing this . . . Is there a plan to integrate Zoho's stand alone calendar solution into Zoho CRM? The CRM calendar does an OK job but is very basic and the Zoho calendar is great, but I've only figured out to subscribe to my CRM calendar within ZCalendar - there is no 2-way sync. My preferred solution would be for ZCal to become the default calendar/event solution within Z CRM. Is this on the roadmap? Thanks
Renaming of custom fields not visible to all users
Hello, I've got a problem and I don't know if this is a bug. We are using Zoho CRM within Zoho One with different users. We noticed an issue with Zoho CRM. When I rename custom fields fields the old name will still be visible to other users, even when
Offline Version of Zoho
When will a offline version of Zoho be available? Joe Overlock
Send SMS Notification from Zoho CRM
Hello Everyone, ----------------------------------------Moderated on 4th April, 2023--------------------------------------------------- Moderation Update: The Notification SMS feature is now accessible to the public to Indian Customers who have Sender
Details Button in Business Messaging Zoho CRM doesn't work when it is clicked
I am using Google Chrome on Macbook, in Business Messsaging section there is a 'details' button on the active account but when I click that blue text button it is going nowhere
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