Important Update: Implementation of New 2024 Email Guidelines from Google and Yahoo
Update (May 2025): Outlook introduces similar email authentication requirements Following Google and Yahoo, Outlook will also enforce new email security rules starting May 5, 2025. Bulk senders must authenticate all emails using SPF, DKIM, and DMARC to
Custom Function to Count the Records in a Related List
I am looking for script for a custom function for a Zoho CRM workflow to count the number of records in a related list like is shown in this custom employee count video: https://www.youtube.com/watch?v=wA8GMVk57Jk Can you send me one?
email opt out is locked
I've got a webform on my site that sends (correctly) all data to zoho crm leads; however, when I submit, the lead is always opted out of emails even though I'm passing the details mapped appropriately (screen shot: https://share.thepurplepiggybank.com/QwuX6P9w).
Does a workflow stop when somebody responds to an automated email?
We have automated email workflows that are triggered when people sign up for specific lists. Sometimes it's 1 email, sometimes 3, sometimes 5. When somebody takes a particular action on an email, we'd like the email automation to stop and our sales reps
Automatically tag Outlook emails when associated to CRM
Hi, When associating emails to CRM from the Outlook addin, it useful to automatically assign them a category label 'CRM' when the action is done. This helps the user to keep track of those emails which are not yet associate in CRM.
Lightspeed Retail POS Integration?
Hello, I saw an abandoned/unanswered question from 2 years ago about POS integrations, so I'm hoping this one is more successful! Does anyone have any insight/info/ideas related to integrating Zoho CRM with POS systems such as Lightspeed Retail? I'm imagining
Print customised Contact details to pdf
Hey guys, I am using my crm system for an event. Therefore i would like to print the name and some more fields of my contacts to a PDF. Is it possible to create a customised tempalte (or sth. similar)? Thanks a lot in advance. Best Regards Max
Deluge Function is unable to pick Created time and Modified time
Hello Team, I have created a Function which should get the created time and modified time from the lead ID and get the time gap and update the TimeGap custom field that only accepts string data. The Script is running but the created time and modified
Create new records with field values of dropdown or checkbox in Workflow rules with record value (merge field support)
Hi, I am trying to insert a new record to Contacts module via Workflow rules. Value should be the field value in the Leads module. This works for string fields. But for checkbox or dropdown this option does not exist? You can only assign a fixed val
Automated e-mail to a customer after a certain period from their order/invoice on Zoho Books
Hi, I would like to create an automated email to be sent to the customer after a certain amount of time from their order/invoice on Zoho Books. Is there a way to achieve this? Thanks
Is there a way to show company information on a lead or contact page?
We are collecting information on specific technology that a prospect utilizes. We want to create a custom field on the company that contains the technology that they use and then have that field displayed on both the company and all contacts and leads
Require a field following stage change
How can I make a field required following a stage change in Opportunities? When an opportunity is moved to lost, I want to require an existing field "loss reason"
Log Call + make Billable option
Hi we are running CRM with Project. We use Projects´ Timesheet function primarily. There is an option in the CRM module to Log A Call and also to make it Billable. However there appears to be no relation to Timesheets so I don´t see how this feature is supposed to be used....
Total amount in Campaigns
Hi, How can I have a field in Campaigns that sums the total amount of potentials that are in relation with that campaign? Now i get the total amount of all potentials linked to a campaign by a report, and i want the sum in Campaigns module I tried to
Display image upload field in our website
Hi， Our company is developing a new website and we would like to display a image upload field or a file upload field in our website. Is CRM allow generate an outside chain for display purpose ?(or base64 whatever) Thank you.
Hide "Delete" Button
Good morning, I hope you are well! I wanted to know if there is any way to hide the "Delete" button, I was looking for information but I couldn't find anything that tells me how to hide it. Thank you so much!
Price Cost - Discount limit
Hi team, there is one issue that is: In quote products subform, it is not possible to access a custom field from Products with ClientScript. Therefore, I would like to find a workaround for this: - I have COST price field on each product - If that product
Multiple currency support for trial editions, profile-based permissions to manage currencies, action logs and more!
The feature is now available for all users in all DCs. Dear Customers, We're here to announce the enhanced currency feature in Zoho CRM, which allows you to manage currencies in your CRM, giving you greater flexibility and control over your transactions.
Hyperlinks in notes
Hi is there anyway to post hyperlinks within the notes section of a contact Moderation Update: We will start work on supporting Rich Text formatting for Notes. The post capturing votes for the same is below, https://help.zoho.com/portal/en/community
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");
Zoho CRM custom button function, how to add line breaks/ new lines in the return message
When creating button function in CRM it requires a `return "";` Then when the button is client by the user a message pops up with what ever is returned from the function. But I want to have a message with multiple lines, meaning I need to add a line break
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 one
Validate 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, Phil
Updating Lookup Fields via Workflow
Good evening, We currently have an "Opportunities" module which creates a deal between Tenants in our Contact Module (Contact type is 'Tenant') and our "Properties" & "Units" module. The units are apartments within a property, so they are linked too.
Populate Account billing address with existing Contact mailing address
I am a new Zoho One trial user trying to learn the ropes and fully anticipating to become a subscriber at the end of my trial. I would like to be able to take a contact record and generate an account record that looks up and populates the associated contact
Auto reference population
Hi community, Please can someone help me with writing a fucntion? I need the auto reference number to only populate once a deal has been marked WON. Thanks in advance!
Back 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=
Seeking Assistance with Zoho Sheet ID Extraction in CRM Deluge Script
Hello, I am currently working on a Deluge script triggered by a button in a custom module in Zoho CRM. My goal is to extract the Zoho Sheet ID from a Zoho Sheet file within a designated WorkDrive folder. I am exploring the feasibility of the following
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 because
Crm- subforms and deluge
Due to the current limitations on automation with subforms i find we need to update the main form with data from the subform. In the main equipment form is a field called equipmentstatus. In the subform is a field called status. I would like to to update
How to convert Quote to Sales Order with Deluge script
Hello; Is there any way to convert quote to sales order via function just as zoho.crm.covertLead() function? Thanks
ZOho CRM API endpoint to fetch Notes.not working.
Hello with reference to the documentations given for the notes https://www.zoho.com/crm/developer/docs/api/v5/get-notes.html The API looks pretty simple and PUT andd GET should work. i was able to create the access token and it looked fine. but when i
Multi-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/4782950000107177149
How 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" but
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