Enable Validation Rule for Multi-Select Picklist Field
Zoho, Please allow validation rules for multi-select fields.Global Sets in CRM
Last modified on 18/04/2023: Global sets is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Learn more about this feature in our help docs: Overview of global sets | Working with globalShipping cost in Quotes
Hi, On most of my quotes I add shipping costs. We have a grid depending on zones. Today I add the shipping cost manually by copy-pasting the price from a spreashit. I'd like to have at least a way to select the applicable price of the zone so I get the401 w/ blank response while using a valid access token to query records in Zoho CRM
Hi, I'm building a background sync app for my website, so I used the API console to generate a Self Client w/ authorization code. I set the scopes to - ZohoCRM.settings.ALL based on https://www.zoho.com/crm/developer/docs/api/v7/modules-api.html?srcPlan=NewCRM.Order of the Tags
Hello, I have a full list of tags for my clients. But i'd like to be able to reorganize them and make the ones i'm using the most, on top the list. Can i do that? If not, can you make the option available, a drag and drop. ThanksCalculate days between date
Hi there, I want to retrieve the number of days between the day I buy a product, to the day I sell. So I can have the days of stock duration. Example: I buy 1 car in January, 10, 2023 - then I sell that car in January, 30, 2023. My. stock duration isLooking for ZOHO expert to configure CRM setup
I am looking for a ZOHO export to whom I can outsource the following tasks : 1. configure ZOHO CRM to suit our needs 2. Customize the Quotation template. We are a web development agency so we sell hours and not products and as a result 80% of all theRelay Mail Failed
Hello, We are using SMTP Relay Settings in ZOHO CRM for sending emails using office 365 server. But every time we are receiving below errors. The Relay Configuration for the domain Domain.com and feature WorkFlow has failed 3 times today . Mails willZoho carbon footprint
Hi, I am calculating the carbon footprint of my company and would like to include the use of Zoho, because it is core to the company's operations. Do you know the carbon footprint of using Zoho? This for example could be emissions from using Zoho forChanges made by Blueprint Transitions are registered as made by an Administrator
There is a HUGE problem with Blueprints. Changes made by Blueprint Transitions are registered as made by an Administrator. Taking advantage of Blueprints we have setup must of the changes in Leads and Deals. Now our Audit Log is FULL of changes made byClient script to validate field: showError and prevent Save
Hi, I am pretty new to Zoho CRM customization and I would like to know which is the best practise to use client script for field validation. I developed a very simple function to validate "onChange" of a field. When the user enters an invalid value, theIs it possible to close manually the tracking window of a phone call ?
Hi, When somebody's calling, there is a tracking window opening on the right hand side of my screen in any Zoho application. Unfortunately, because I'm out of the office once and a while, my phone line is redirected on somebody's phone outside of my company.Bounced Email needs unblocking
Hi, One of our leads email addresses has been blocked due to bouncing. It says the reason is smtp 550, potential spam. This is a double opted in contact expecting the emails. We sent 1 email to them with a ZOHO Survey integrated link, CRM says this emailHow to display Motivator components in Zoho CRM home page ?
Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.Upload Bulk records in Zoho CRM
Hi, I am trying to upload bulk sales orders into Zoho. The process is so slow via API, so I have decided to change the approach and now I want to upload the Sales orders using csv. Still, I am not sure how I can add the order line products via CSV inUnderstanding Schedules
I consider myself vaguely intelligent and generally pretty good at CRM type stuff, but Zoho Schedules have got me stumped. I'm sure there is a really easy answer to this, but I can't figure it out. I need schedule to run a particular function each atAbout Zoho CRM education and Certification
Hello, I manage our Zoho CRM system where I work. I want to improve myself with online resources on Zoho CRM. I want to have advanced knowledge. But when I searched the internet, I came across many different websites and resources by Zoho about Zoho trainingIntroducing Built-In Telephony in Zoho CRM
Dear All, Greetings! We are excited to introduce the bespoke "Built-In Telephony" in Zoho CRM. Built-in telephony is designed to allow organizations to build their own telephony framework, manage subscriptions and payments, generate call reports, andWix form submissions to new lead entry on Zoho CRM
Although it works flawlessly with Zapier transferring my Wix form submissions to CRM as new leads, Zoho flow does not have Wix or Wix Automations. I'm tired of paying for extra services like Zapier for things like this when I pay for ALL of Zoho services.Automate Zoho CRM Export to pdf
Is there any way to automate through Deluge or another language the 'Export to PDF' or the 'Send Email' task? When the individual in charge of invoices marks the invoice as 'Finished', there would be a process enabled to download the PDF or email theZoho CRM does not allow uploading attachments
Hi Zoho CRM not loading Pdf files. Status bar shows just about finalized, then "upload failed". Does not raise pop up with additional indication ThxAdd a line to Account and Contact Default Address Fields
Hi all, I know this seems like a small thing, but it would certainly make my life easier. A lot of addresses we have to enter into the system now have multiple "Street" fields in their address. It would be amazing if Zoho enabled an "optionable" "MailingBest way to Sell a House Online with ZohoCRM as Back-end?
I want to sell some houses For Sale By Owner on our Wordpress Website and want to use the data in the "Accounts" Module within ZohoCRM to populate the details of the homes shown. Does an elegant way to do this already exist? If so, what solution do youemail templates not displaying to select from
Hello, I am a brand new user to Zoho CRM, I have created a few email templates, put them in a new folder and shared the folder publicly, however, I cannot see the templates to select them to send. I have even made them favorites but they still do nothow to get users from a group id using API?
Hi, let say I have a group id, and that group has 10 members. which Zoho CRM API that I can use to get those 10 user ids?decimal point separator will dissapear when editing the value
as you can see here, the decimal point in weight field is available but when I am editing the value, the decimal point is no longer appear here is the current field setting on Deal ModuleDecisions in Blueprints
We would like to have Decisions in Blueprints, just like they are available in Kiosk Studio. That would allow us to build more complex flows, without it being too messy and hard to maintain.Importing into Multiselect Picklist
Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,Deal Stage component/widget/whatever it is... event
Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,Counting number of records from related module
Hi, I have a field called: 'Number of unsolved issues'. I want this field to contain the number of records (from module 'Debiteuren') which are not solved. How can I do this? How can I update this field? So in this case, the field should display the numberSet visibility of default views
Hello, Requesting ability to set visibility of default/pre-built views. For custom views, you can set it to "Only Me", "Everyone", and "Selected Users". For the default views, we have some examples where we don't want everyone to see these. For exampe,When creating a new module it is turned OFF by default for all Profiles
Currently when you create a new Org Module it is turned ON by default for all profiles. So once you create it you need to go over all profiles to take away access. It makes a lot more sense that when we create a new module it is turned OFF by defaultHow to reduce sync time between ZOHO CRM and Books? Can't Accountant do Manual Sync?
Can we reduce the Sync time? Apart from Admin who can all have access to manual Sync? Also, can we have a button on the CRM or Books to Sync CRM and Books?Enhancements in Canvas
Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! ReusableAdd Custom Reports To Dashboard or Home Tab
Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! ChadDue date field in tasks module (ZOHO CRM)
Dear community, I'd like to know how can make my due date field from the tasks module into a date/time field. I have a few situations that the task is opened in the morning and it has 3 hours to be done, so the current field type (only date) do not fulfillIntroducing edition-wise Data Storage limits in Zoho CRM
Last modified on September 25, 2024: Here’s the latest storage availability for Zoho CRM editions. To learn more about managing your data storage space, click here. Edition Base Storage for an Org (<200 users)* Base Storage for an Org (>200 users)* AdditionalFetching subform for sales orders modules using COQL
I'm using the sales order module, I am trying to fetch a list of orders that belong to a customerId using COQL. While fetching the order, I am not able to retrieve order items(which is a subform). I am using v3 of coql. I tried using the following thing:How to automatically update Title in Zoho Crm - Meetings
I need custom automation that updates the Title field in the Meeting module. I want to update the Title every time a meeting is created or edited with a custom value of "Related to - Contact Fullname + PickList1{Service} Value + PickList2{Service Details}How do I define the argument in a function?
Hi, I have watched endless videos on attempting to have a record from one module update from another. It all seems pretty self explanatory until I get to the idea of mapping the arguments. On every video when you click "edit Argument" You get a dropdownNext Page
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Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesDirectly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantRich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatileTranslation in Zoho CRM now supports various regional languages
Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, Imagine
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Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
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Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
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