Introducing Rollup summary in Zoho CRM

Introducing Rollup summary in Zoho CRM

------------------------------------------Moderated on 5th July'23----------------------------------------------
Rollup summary is now available for all organizations in all the DCs.

Hello All, 

We hope you're well!

We're here with an exciting update that goes right into CRM's core capabilities. It's called the Rollup summary. 

Let's go!

Your CRM is a vast database with well-connected data sources, where you can access both the primary and associated information from one place.

Consider the Leads module, for example. A lead record encompasses information about the lead, their activities, and other applicable information, enough to decide upon the next move. This sort of association forms the foundation for data accessibility.


However, when it comes to effective data management, mere association alone is not adequate. You need what is called an interoperable data relationship between your primary and associated data. In the CRM context, an ability to associate values from the related lists with the primary information itself is the premise of the Rollup summary.

Rollup summary
Rollup summary is a field type that can summarize or aggregate values from your desired related list. It is adaptable and versatile. All you have to do is to choose which property to aggregate from your related list and assign that to the field, the field will start rolling up values.


Let us look at different scenarios where rollup summary can benefit you:

Example 1: Aggregate account-based revenue
The accounts module in your CRM holds business information about your prospects and customers. It also displays the contacts, deals, quotes, invoices, and other information associated as related lists.


Now, to assess the account's contribution before signing a purchase agreement, the sales manager had to create a report and aggregate the values separately.



With the rollup summary field added to the module, you can get an auto-assimilated value of invoices created for the account. This saves a lot of time and effort invested in creating reports and the best part is that the field, upon addition, will be available for all records in that layout.

Using this computed value in the rollup field, you can create automation, create a review process, and so on.

Example 2: Take action on the untouched deals
Untouched deals are deals without any actions till time. These kinds of deals are not only stagnant but are also unfavorable for business. However, for an enterprise business that creates more deals each day, manually identifying untouched deals and following up could be a missed opportunity, already. To keep a constant eye, you can create a rollup field that displays the number of untouched deals in your contact records and quickly follow up or automate.


Example 3: Get to know overdue tasks
Tasks are a great way to plan your actions that also act as a reminder. In Zoho CRM, when you add a task it will be added to the open activities related list. Until a task is completed, the task won't be moved to the closed activities. But, due to some lapse, if the rep couldn't complete the task on time, the task will remain in the open activities, giving an impression that the task has time left and as a sales manager, you might want to know of such cases in the leads module. This is where the rollup field will come in handy. With rollup being a field, you can use that as a column and filter the records with values in it.
​

Likewise, you can add a rollup field type to your layout editor and get value assimilated as a read-only field in your record detail page.

Note:
Currently, the rollup summary field property will list only fields that are part of the system-defined related list belonging to a module.

Pre-requisites:
  • Rollup field is available in all modules except in tasks, calls, meetings, and appointments.
  • Rollup summary field type is available only for organizations with Enterprise and Ultimate editions of CRM. You can create up to 10 rollup fields per module for Enterprise and 15 for Ultimate edition.
That's about rollup summary. We hope this new feature will help you conduct cumulative analyses effectively. While this is just the first cut of the release, we are planning the following enhancements:
  • Customization capabilities: We are developing the ability to customize and configure your own rollup summary field. This enables you to aggregate different parameters for different related lists.
  • Rollup as a workflow trigger: In addition to using the field as criteria in a workflow rule, we are developing to base workflow automation upon a rollup field as a rule condition itself. This will enable you to create automation exclusively based on a rollup field.
Resource: Help document 



        • Recent Topics

        • Sendmail based on individual subform rows on form submission

          Salut, My order form has an product subform with items that can be bought from different suppliers. I would like every suppliers to receive an email saying "you have an order" with all items (records) of the order associated with them. The suppliers'

        • I am Getting All visitors Location United Arab Emirate on Zoho sales WHY

          Hi, I am getting all visitors location United Arab Emirate this is wrong people come from Dubai Sharjah Ajman as well

        • Removed email address - can't access account

          Hi Zoho Support Team, I recently removed my email address from my Zoho Desk account (which is part of our organization's Desk setup) and then signed out. Now, I’m unable to log back in because there is no email address associated with the account, even

        • Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

          Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's

        • Custom Serial numbers in Inventory tied to customers

          Hello, We have both software and hardware serial numbers that we need to track for active customers in the field. We do not know the serial numbers for the software until the customer buys it as its not a stock item but something we order and deploy for

        • How to nurture leads, manage contacts and grow your B2B business with SalesIQ?

          Zoho SalesIQ is one of the most powerful support tools in the industry and is preferred by millions of customers. SalesIQ is used to acquire leads across various sectors and automate your workflows. The all-new SalesIQ brings more power to your business

        • Contracts Management

          Hello, We are implementing Zoho FSM for our field service operations and, one of the features we are lacking is Service Contract Management. I was told that such feature might be in the pipeline but an estimated launch date for this is not available at

        • One notebook is on my Android phone app, but not on Web or PC app.

          This problem started in stages. At first my phone was occasionally failing to sync. Then I noticed two things added to my Phone App. One was an existing notebook had a new cover, and the other was a new Note Card with an odd text in it. These were only

        • New notecards not syncing across devices

          Hello. I just noticed this problem happen recently. A new note being created on one device is not appearing on a different device, even though they're supposed to be synced with each other through setting it up on your account. I don't know if there's

        • Does Thrive work with Zoho Billing (Subscriptions)?

          I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you

        • Is it possible to add HTML or a button on email templates in Zoho Desk?

          Hello team, I am working on getting the best use out of Zoho Desk. I have noticed that when you hit 'reply' on a ticket, it comes with a small 'survey' to the recipient saying something like 'how would you rate your experience with us?'... so my question,

        • Is it possible to add buttons on email replies to internal team members?

          Hello everyone, I am currently trying to set up some workflow rules to trigger when a ticket is created. I have noticed there is a button that can be added to email templates when sending email alerts from workflow rules, for example ${Cases.SUPPORT_PORTAL_BUTTON}.

        • What is the use of the stage environment ?

          Salut, I am woundering what is the use of the stage environment. Usually, I do all the testing in developpement, and then go straight to production. The only thing I cannot test in developpement, is the result for portal users. Could the stage environment

        • Peppol Malaysia API

          Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers

        • At transaction level Discounts for Zoho books UAE version

          Dear Team, Please add transaction level Discounts for Zoho books UAE version. I have been requesting Zoho team past 3 years, Transaction level Discounts is a mandatory option required for our business needs. Zoho books Indian version has the option then

        • New in CRM: Dynamic filters for lookup fields

          Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form

        • Sales Order automatic Convert to Invoice using boolean True or false

          It is possible to convert the Sales order to an invoice using a boolean field, true or false Example: I create a field in my Sales Order, I name it QBO Invoice, and the field type is Boolean, true or false. Let's say the default is false, so when I change

        • Presenting the brand new Zoho Bookings!

          Hello everyone, Greetings from Zoho Bookings! We're happy to announce a new version of our product with enhanced features to simplify scheduling, coupled with a sleek interface and improved privacy across teams. Here's what you can expect from the latest

        • Feature Request: Ability to copy notecards to Windows desktop

          Hello, Please consider adding the ability to copy notecards to Windows desktop. Thanks!

        • Script on Page used as dashboard don't work anymore

          Salut, I have a page used as dashboard that worked fine, but recently the workflows don't seem to work, I have the icons like on a page for portal user when I try to look at it as admin. See screen shot : Anybody knows what could have happen ? The only

        • Invalid URL error when embedded sending url into iframe for my website when using in another region

          Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url into

        • Add Direct Ticket Link to Zoho Help Center Portal in Email Replies

          Hi Zoho Support Team, We hope you're doing well. We’d like to request a small but valuable improvement to enhance the usability of the Zoho Help Center portal (https://help.zoho.com/portal/en/myarea). Currently, when someone from Zoho replies to a support

        • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

          Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

        • Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive

          Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancements

        • Error AS101 when adding new email alias

          Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

        • How to mass update member status in a CRM Campaign?

          Does anybody knows how to mass update member status of the contacts (or leads) associated to a campaign. I can click on a campaign record and go to the Contacts in the Related List fields but then it shows only 10 contacts per page at once. It is hard

        • CRM HAS BEEN SOOO SLOW For Days 05/15/25

          I have fantastic Wifi speed and have zero issues with other websites, apps, or programs. It takes an excruciatingly amount of time to simply load a record, open an email, compose an email, draft a new template, etc. Am I in a subset/region of subscribers

        • First Respons time questions regarding ticket SLA's, Ticket Re-Assignment, and Ticket Closure.

          I am chasing down a few outliers on tickets that my team is reporting to me seen in some of our Zoho Analytics Dashboards with regards to Zoho Desk with regards to First Response Time. Our support organization is setup with different SLA's based on three

        • View Expenses in Zoho Books Without Approval or Reports in Zoho Expense

          Hello, I’m using both Zoho Books and Zoho Expense (on the free plan for both). I would like to view the expenses recorded in Zoho Expense within Zoho Books, but I read that they need to be approved first. Since I manage a small freelance business, I don’t

        • Idea: Workflow Rule Trigger Only When Subform Row Is Updated (Thanks to New Inline Row Feature)

          Hi Zoho team and community, With the recent update to Zoho CRM, we can now add or delete rows inside subforms without entering edit mode, using the inline Add row button. This is a fantastic improvement for user experience — seamless, fast, and efficient.

        • Blocking / black listing customers

          Hi, We have a situation, we observed that certain customers are blocking multiple appointments with our advsiors but not showing up. Some of these are repeat offenders. This leads to those service hours getting blocked and not available for genuine customers.

        • Turning off the new UI

          Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

        • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

          In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple contacts, why was this feature not included. Now we have to miss out other contacts or enter them somewhere in the description.!!! this is bad.

        • Global Sets for Multi-Select pick lists

          When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

        • Change default "Sort by"

          Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize the second option of "relevance" as the sort by default and not have to change

        • Create project (flow) and assign to person without account (company)

          Hi Zoho Support & Community, I'm trying to automate a process using Zoho Flow to create a Zoho Project and link it directly to a Zoho CRM Contact. This reflects our B2C workflow where we primarily deal with individual Contacts, not Companies/Accounts.

        • Forte's Extra Costs

          Hello everyone in the Zoho community, I wanted to share some information about Forte in case anyone wanted to look into them as a processor.  I currently use Stripe, but wanted to use Forte's ACH to pay vendors and take ACH payments for our products.  This is one of the only ACH processors that Zoho accepts. They state their cost is $25/month plus their transaction fees for ACH.  However, after signing up and going through their approval process, I found this out they work with a PCI compliance service

        • Can Zoho CRM JS SDK Send Notifications, Create Tasks & Calendar Events?

          Hello everyone! I’m just starting to explore this topic, so please excuse my beginner-level questions! Is it possible to use the JS SDK (https://help.zwidgets.com/help/latest/index.html) to: Send messages (signals, notifications) to specific employees,

        • Restricting Printing

          Hi Is it possible to stop users printing documents?

        • Backup and Restore of Projects

          Hi Guys, my boss asked me "do we store regulary offline Backups of Zoho Projects" and i could only answer "no way". Is there really no way to backup and restore a project manualy? As Projects is the main Product we decided to use Zoho it could be that

        • Next Page