Disable ability to add to a custom module on the Contact module only
Hi, We have a custom module that we do want users to add to from the Accounts module but not the Contact module. Is there a way to restrict the ability to add to the custom module when a user is in the Contact module only?
Inclusion of Email Information in Automatic Workflow-Generated Tasks
Hi, Currently, I have set up a workflow in our Zoho CRM account to automatically create tasks whenever an email is received. This workflow is functioning as expected and successfully generates tasks for each incoming email. However, I have encountered
Can't create new account from quick contact create card
Hello, In the deals module for example, when we want to assign a brand new contact via the lookup field, there is an option for "Create new". However, as our Account Name in the Contact module (which is a lookup field, obviously) is mandatory and in the
Zoho a New User Screen / Layout as per the Role
Hello everyone, I'm dealing with a particular scenario where I'd like to ensure that when I send a sales representative invitation to our Zoho CRM account, they are immediately directed to complete mandatory role-related information. My expectation is
Dependent Lookup Fields
Can Zoho CRM lookup fields include only records with a related record? For instance, if I have a Deal with Company A and want to assign a Contact to that Deal it shows me all contacts, not just the ones in the related record Company A. I forget the term
Lookup filter
Hello, We have a Contracts module (A, B, C, D) and a Products module with Contracts lookup field. So let's say products are A1, A2, A3, B4, B5, B6, etc. Now, there is a third module with both Contracts and Products lookup fields. What we want to do is
Canvas need to show one filed from Sub form
We need to show sub form in Canvas screen but now all filed was show, We only one filed inside sub form. Do you have any idea? Can we make some function and add Base module and show?
JS SDK for CRM and "PageLoad" listener
Hi Help please with JS SDK, I am not rly using JS besides for widgets. Not a web developer or something So I am trying create widget for CRM, alrdy have expirience with widgets for desk where use alrdy JS But for CRM i cant make work this code ZOHO.embeddedApp.on("PageLoad",function(data)
{
console.log(data);
//Custom
CRM: Problem with cloning meetings
If a meeting is cloned in CRM, once the date is changed, the end time is reset to being 1 hour after the start time. It's easy not to spot this error. Please could the bug be fixed, so that the time isn't reset when the date of the new event is chan
Workflow Criteria Numeric Field Selection
Hi, I have a development request to suggest for setting up workflows. It's a simple yet useful idea. When creating a workflow, the system only allows manual entry for numeric or currency fields. It would be useful to have the option to choose a module
Contact to deal with variables during conversion?
I got my button working in each contact to create a deal using this code contDetails = zoho.crm.getRecordById("Contacts",contId.toLong()); PotentialMap = Map(); PotentialMap.put("Deal_Name",ifnull(contDetails.get("Full_Name"),"")); PotentialMap.put("City",ifnull(contDetails.get("City"),""));
Introducing profile-based home page sharing, multiple home pages and copy customization for dashboards in CRM
Greetings, We're happy to announce that we've added profile-based sharing as a home page customization option and increased the count of Home Page visibility for users. 1. Profile-based home page sharing Previously, users could share home page components
Currency fields missing formatting while editing
When viewing a currency field, it is displayed correctly: However, no formatting is shown when editing the field and entering a value. This results in potential data quality issues and a poor user experience where users can't easily see the value they
Request for multi-pick list
Hello. I would like to see support for the following features in a multi-pick list. If any of the following features are under development or if there are other features that could replace them, could you please let me know? 1. Support for global sets
Close Deals based on Account Customer Stage
Is it possible to put in place code that would automatically close Deals based upon an Account Customer Stage field.
Formula on Products not available in Quote Module
I have a formula for Margin on my Products Details (Price minus Cost). I want this formula field to be added to the pricing subform within the quotes module. However, when I pull up the "Fields of Lookup Module" when I select "Add Field" it is not an
Leads Won Report
I feel like I'm missing something VERY basic. We can track deals won in reporting, that's great. For us, Leads are converted to Deals - we'd like to build a report that shows "Leads Won" (different from "Deals Won"). It doesn't seem like Zoho CRM reporting
Change phone number format
In our CRM we have different phone number formats. we want to try a script that changes the format of these numbers. what we now have are numbers with +31 in the front this needs to change to 0031 as well as we have numers with a - or (space) inbetween
Associate Lead with another lead
Hi, We are in travel (B2C) and our setup is a bit different that generic companies using zoho. We currently don't use the accounts module because we work with individual customers (who often change the group of people they travel with (family/friends)).
ZoHo CRM Task created from ZoHo Desk ticket?
Hello, I have searched the forum and did not find a clear answer. I apologize if I missed it. I am looking to see if there is a way for a ZoHo Desk ticket to become a CRM task. I have the intefgrations on and it is pulling the tickets in and matching
New Task Button on a Deals layout
Hi, does anyone have a "New Task" button custom function I could pinch? I've wasted too much time on it today. I'd be very grateful. Rob
COQL - DATE() function doesn't seam to work...
Hi, I'm trying to get the DATE part from a DATETIME and I always get "unsupported aggregate function", is there another function to do it? How can we do a SELECT with an GROUP BY on a DATETIME if you can't use DATE to group by DATE and not the full datetime
Create Create Activities - Tasks
I have seen all the documentation re; customizing quick create menu on deals. Can that be done on Tasks? My users get really annoyed by having to click, 'more fields.'
Create folders automatically in Zoho Workdrive based on Module action
Hello, I know this is kind of a stretch, but is there any way to create a folder structure automatically when a Deal reaches a certain stage? Thank you!
Work Order Management
I am looking for an all inclusive work order management system. I need something that can track work orders, return statistics, handle inventory management, track employee and contractor performance, etc... We also receive grades on several different
How can I conditionally display a checkbox in a blueprint?
Hi, I have a blueprint with a drop down field for next steps. On one branch of this, there is a checkbox that displays further fields. Currently, I can make fields display conditionally by using a layout rule with 'Make field mandatory' (How I've done
How to setup quick action in related list field
Hi ， I can see various action options in my canvas Quotes related list field. But it is not in Purchase Order related list field. May I know how to activate them? Thank you. Kava
Zoho CRM Community Digest - July 2023
Hello everyone! Check out the latest updates and interesting conversations that unfolded throughout the entire month of June. Zoho CRM Product Updates : Zoho CRM's Canvas Builder now offers enhanced customization options like tab orientations, builder
Scanning business cards
Hi all, I go to exhibitions and Id like to be able to scan business cards and create Leads from them. I think I can do that with https://www.zoho.com/crm/card-scanner.html . Id also like to be able to take photos of exhibitors products and attach those
What ever happened to Field Service Management
Hi some time ago i was given a demo of FSM by zoho. It lloked great and was told hopefully by the end of 2019. I thought i would look on the community and I can find no references at all and all the posts that use to be here seem to have disappeared.
How to enable NodeJS in Zoho CRM?
Hello, I want to enable Node JS in my Zoho CRM account. How can I do that?
Increase Custom Fields in Standard Plan - From 10 to 50
Hi there, this is a feedback suggestion. It would be great if you can increase the number of custom fields from 10 to 50 in the Standard Plan. I feel like 10 is very few. And going from 10 to 155 (Professional plan) is a big step. Having 50 custom fields
Formula help
I could use some help figuring out a formula field... ${Journeys.Monthly Premium} is a currency field. If ${Journeys.Monthly Premium} is empty, I want to put TRUE in the formula field.Otherwise, I want to return the ${Journeys.Monthly Premium} in US dollars.
Zoho User Group (ZUG) in-person Meetups - Cape Town and Johannesburg
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho meetups. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to connect with the Zoho community,
set the sort order for any view
Need to be able to determine the sort order of any view you create. Need to be able to set the 1st sort, 2nd sort, etc. i know you can do that now clicking a column, but want the sort to be automatic when you use that view.
Trigger Workflow when Item is Assigned to a Related List
Hello, My specific case is that I have a custom module called Assets. They are physical products with serial numbers. We assign an Asset (serial number) to a Sales Order so the fulfillment team knows which serial number to ship. Assets are a related list
CRM - Email templates: custom html in default editor
Hi @all the default editor for email templates is very useful! You can place elements by drag-and-drop, the usage is intuitive. But here you can't change the source code... very sad. To get to the HTML code / to be able to edit it, you have to delete
Feature Request: Add Task Description to the Email Notification
By The Grace of G-D. Hi, How are you? Can you please add this Feature Request? When you get and email notification for a task assigned to you or when it is due, Having Only the Task Title in the email is far from enough. Especially when you have many
Kaizen #98 - Query API using v5 PHP SDK
Hello and welcome to another week of Kaizen! In our previous posts, we have already covered in detail about Query API, when to use them and their supported fields and operators with examples. Please refer to COQL API [Part I] and COQL API [Part II] for
Inventory Template Category setup
Hi , I saw inventory template category is an option, just would like to know how can we maintain it?
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