Reports for "current user"
<Note: Topic relocated from "Start a discussion" to "Ask a question". Former post deleted.> Is it possible to specify an advanced filter for "whoever is logged in", instead of having to pick a specific user? I want to create one report the can be used by all members, but will only show data that belongs to the person logged in. When setting up the report, I want to use an advanced filter that is something like "Lead owner" "is" "${CURRENTUSER}". So the generated report will be specific to the member
Global Subforms
Hey 👋🏼 We have a few subforms to calculate detailed offers for customers of car dealerships. These subforms are used in different modules and we need to create snapshots of them in different cases for documentation reasons. For example, an approved
Add Subform Field based on Record Field
Hi All, I am struggling with finding a solution that can populate a subform field based on an existing field on the record. Use case is I have added Current Exchange Rate on a quote as a custom field, I then have a subform with Quoted items that include
Where are scheduled emails stored?
After you schedule an email to go out through the CRM, how do you go about changing that scheduled email? Or even where can I see the list of emails scheduled to go out? They are not listed in my Zoho Mail account in Outbox which has been the only answer
Rich text support for Notes
Hi! Is there an opportunity to add Rich text field to Zoho CRM? We need a field that can save the HTML-formatted text in it. It's crucial for our business. Moderation Updates: The votes for supporting Rich Text for multi-line fields is captured in the
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
Linking records from different modules
Hello, Is there a way to link customer call records from the 'Calls' module to specific account and contact records? I've realized that our customer meeting reports are linked to both the contact and the Account records, in related list fields but the
CRM Mail merge issues
How do you configure the page on mail merge, from ZCRM??. I have written a template and structured the filters. the print preview is on one page. I merge the document. The merge reformats and then the document formatting moves higher and higher until by page 5 you have two half letters!!! Very frustrating. Does anyone know if I need to insert a page break or how to correct /format this so it doesn't happen?? Help. L
Sales Tax Rates
Why is the Tax Customization feature limited to 2 decimal points? This issue has been mentioned several times over the last few years but it has not been changed. From a programming stand point, this should be relatively easy. Third decimal point capabilities
CRM API v2 AdWords GCLID Parameter
Hi, I'm using AdWords Integration with Zoho CRM using a third party webform and can't manage to insert the "gclid" parameter via Zoho CRM API Leads endpoint (version 2). I already checked the following articles: 1. https://www.zoho.com/crm/help/google-adwords/configure.html#Third_Party 2. https://www.zoho.com/crm/help/api-diff/ Form submission works fine. On server side the gclid is correctly included in API request. The Lead is created successfully. All fields (system and custom) are populated correctly
Mass email processes
Hello, I'm looking to send about 7k emails out. I have them in CSV format with most being people I have previously communicated with. My questions are: * What is the process for using Zoho to send this group of emails out utilizing Microsoft 365 ? I'm
How can I customize my sales pipeline in Zoho.com CRM ?
Hi to all intelligent community members I’m Namrata Hinduja Geneva, Switzerland, new member in Zoho.com and in this community. Please resolve my query - How can I customize my sales pipeline in Zoho.com CRM to track the progress of deals more effectively?
How to Populate the Amount field of a Deal by subform's aggregate data
https://help.zoho.com/portal/community/topic/custom-function-25-%c2%a0populate-the-amount-field-of-a-deal-by-calculating-the-number-of-related-products-and-its-unit-price I'm trying to do an Deal amount update like this guide but I use a subform to calculate the product amount and price instead. Please help me writing the code. regards
Adding Today's Date into an email template
Is it possible to add today's date into an email template? Any help would be gratefully received.
Add documents/uploaded files in Zoho CRM records that can be accessed by all team members?
Hi, I'm building out our small business' Zoho CRM implementation and are on a Zoho One plan. We do LED Lighting Projects for customers, and collect data like customer utility bill PDFs, and pictures of existing lighting that we want to keep in one centralized
Organization API: code 403 "Crm_Implied_Api_Access" error for "https://www.zohoapis.com/crm/v2/org"
Hello. I've developed an add-on that allows clients to synchronize data from Zoho CRM with the Google Spreadsheet. I am using the OAUTH2 protocol, so clients will have to authenticate into their Zoho account, and Zoho will send back to the app an access token which will be used to get data. Currently, there are about 100 clients, and everything works smoothly. Today I've found that a guy who could become a new client was not able to to get his organization data, because the application receiving
Introducing the Eventbrite extension for Zoho CRM
Hello Zoho CRM community, Are you struggling to keep your event registrations and attendance data organized across multiple platforms? Managing this information manually can be a frustrating and time-consuming task, and mistakes can easily occur, making
Can I embed Zoho Project in Zoho CRM Record Detailed View
Hello all, We use Zoho Projects a lot. The integration of Projects with Accounts and Deals only is great, but very limiting to our needs. Is it possible to either: add a project to related lists to custom modules - similar to how it is automatically added
workflow field update will Not triggering another workflow rule
I have a Workflow rule that is supposed to get triggered when a field is modified to certain value. This field is actually the lead status and when the lead status changes to "Client Not Responding" . I have a series of emails that go out to re-engage
Critical Feature Gaps Between Zoho Books and Zoho Finance Module in CRM
We are extensively using Zoho Finance Module in our organization because of The Record Sharing feature provided by CRM something thats not possible in Books, we are able to limit what Sales Orders, Purchase Orders, Estimates an employee can see based
Have you checked your Email headers for DKIM Failure?
Have you taken a look at your email headers for DKIM failures even with DKIM set up properly? I've had DKIM successfully set up for many months. My account currently shows Email Verified and Authenticated. Big green check marks. Email Relay is also showing
Wizard Form
I would like the option to create a wizard that works when you create a record and contacts that are already in the CRM captured with a web 2 lead form (field data inserted in to the wizard). Having the option to create up to 3/4 segments per screen
Zoho CRM Developer Series - Queries
Hey everyone! We’re excited to invite you to our next Zoho CRM Developer Series focused on Zoho CRM Queries, happening on June 5, 2025 and June 26, 2025. Whether you're working on CRM customizations, integrating with third-party services, or just curious
Can Clients have Access to their record Attachments in Client Portal
Is there a way to have allow clients access to attachments in their client portal? Attachments is currently hidden in the client portal and I cannot find a way to allow client access. Thank you!
Canvas: how can I edit theme?
This says "Theme Colours", and I would like to edit theme colors (and styles ala CSS). How can I edit these "Theme Colours"? I'm a software developer, so just point me in a direction where I can alter code if needed.
How to change the module for contact sync from Accounts to Accounts & their Contacts?
Hi, My ZOHO CRM integration is broken and pushing the errors for sales orders and invoices, the error message is: "The customer associated to this record is not linked to module chosen in the current contact sync configuration." So, Now I'm trying to
VOIP integration
I emailed this question to rishi but never got a response. I notice when I mouse over phone number it has a link to launch into SKYPE. We dont use SKYPE we use Xlite SIP client. Is it possible to change that link to launch our client API? If so how? If not any plans to make that VOIP integration customizable?
Kaizen #191: Implementing "Login with Zoho" using Python SDK
Welcome back to another week of Kaizen!! This week, we are diving into how to implement secure user authentication using Login with Zoho and integrate it with Zoho CRM through our Python SDK. To ground this in a real-world scenario, we will look at how
Is it possible to set create deal checked by default when converting a lead?
In our company whenever a lead is converted we make a deal. It is a pain to have to check the box every time. I would prefer if it was just a default behavior and the box wasn't even there. But it would be fine if the box could be checked by default.
Getting error while while deleting from Activities Object
I am trying hit this endpoint: - DELETE https://www.zohoapis.in/crm/v2.1/Activities?ids=725820000001141076%2C725820000001143056 HTTP/1.1 But getting the below error: - {"code":"INVALID_REQUEST_METHOD","details":{},"message":"The http request method type
Unveiling Zoho CRM's New User Interface - The NextGen UI
Hello Everyone, Last Wednesday, May 14th,2025, we announced the public release of Zoho CRM For Everyone, our most significant update yet. This release brings a modernized CRM experience with a redesigned user interface, new capabilities for cross-functional
How to normalize CRM module when integrating with Survey?
This question is about the problem with many-to-many relationships and Survey. One of the things our organization does is track people in our program and their jobs. We get new information from the people three times annually through Zoho Surveys. Survey
ZOHO CRM reverting contacts details
Hi! Anyone else had a problem where +- at 20:00 NZT email addresses and company details reverted back to the ones that was previous changed? We had about +- 30 odd notification come through last night and had to go and change all back manually.
ZOHO Sheet View for Activities
Hello I am beginning to look at importing previous events into activities as utilizing events as timeslips for engagements, we have added fields such as duration, billable, etc. However to use Events on a regular basis would require the ability to use
Introducing the Zoho CRM Lead Magnet plugin for Wordpress
In this digital era, websites are the most important source of leads. That means your CRM system should be well integrated with your website to contextually capture each and every visitor to turn them into a lead. Introducing the Zoho CRM Lead Magnet plugin for WordPress. The plugin lets you to: Create webforms using Zoho CRM forms/ Contact form 7 plugin Embed them in your website hosted using Wordpress Automatically capture leads into Zoho CRM with zero attenuation. Not only is the integration
Team Modules in Zoho CRM: Empower Every Team, Break Silos and Boost Collaboration
Hello Everyone, The ultimate goal of every business is to achieve customer delight—and achieving customer delight cannot happen with the effort of a single person or team. At Zoho CRM, we believe that it’s a shared mission that spans across your entire
Company centric layout
Hey everyone, I want to have an "account-centric" Zoho, where the main part is the "Account" and other parts like "Contacts", "Deals", "Projects" are linked to this "Account". Tricky part is, that I have different layouts for different departments, and
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
Introducing 'Previous' and 'Next' operators for enhanced date-based filtering
Hi everyone, We are excited to introduce to you two new operators - Previous and Next - for your date and date time fields in filters as well as in custom view. For starters, let’s say you want to filter records based on Created Time: Previous 6 months:
Same users on different accounts
I have an issue I need help with. Whilst trialing ZOHO CRM I created the following: Account1 using myname@myorganisation.com.au and 2 personal emails Account2 using a personal email and 2 users sales1@myorganisation.com.au and sales2@myorganisation.com.au
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