Close task from list view
Hi everyone, I’m trying to find a way to streamline task management in Zoho CRM. Specifically, I want to know if it’s possible to add a button directly in the list view of the Tasks module one button per task that allows users to close a task without
Automatically open a widget
How do I make a widget open automatically if a user views any record from a specific module?
Can't search any new records
I ran into an issue with search. I added a new contact and potential and couldn't find it when I did a search. I later found out from a Zoho CRM support rep that you can't search new records. The new records will never show up in search. You will have
Enable more than one custom domain
Hello Zoho team, we have more than one business inside of our CRM implementation. The two businesses have different websites and represent two sides of the same industry. So they are related to each other, but have different brandings. User of one business
Possible to use Client Script to colour code picklist field value?
I have hit the limit in my current subscription plan for colour coding picklist field values and need to colour code more picklist field values. Is it possible to achieve this functionality using the Client Script in Edit Page/Create Page/Clone Page
Increase the rows that can be exported in a formatted report
Hi Team An idea, increase the when exporting a formatted report, 2000 rows is too little and the detailed report would not allow me to keep grouping causing extra work when we export reports. Thankyou Josh
Sync Zoho CRM LEADS to Google Contacts
I know it is possible within the CRM to sync contacts with Google contacts, which unfortunately is useless to me. I need to sync my LEADS from Zoho to Google contacts so that I can see their name when someone calls my iPhone. What is the solution? A paid
Unlock Profile Permission to unlock locked records or increase editable fields above 15 maximum
Hi Team Suggestion: I notice a lock permission in profiles but I can't see the option for an unlock record permission. Use Case: Record Locking Configuration is on for all users, we want a specified profile only to be able to unlock a locked record if
Email signature duplicate
Hi, For a few weeks, opening the email writer would show an error. After clicking ok, the signature would change slighty (font size, I believe). After that it worked fine, so we thought nothing of it. However, now it no longer shows the error puts the
tracking of call attempts in leads modul for multiple steps
Hello, I have another question about "best practice" with blueprint. I assume this will be with the use of the Deals module. But I don't want that. So it's about the “second best practice” :) I would like to map our lead processing and onboarding process
Email Credibility Dashboard: Track your account's email sending practices
Greetings Customers, We are rolling out an Email Credibility dashboard to help CRM administrators monitor the email sending practices of their organisation, and to help them implement domain authentication and email sending measures. Administrators can
Zoho CRM very slow today (04/08/2025)
Dear Help Team, our Zoho CRM runs extremely slow today. Can you please look into this. It is close to be unusable and we really need it to run. Thank you in advance! Sören
Zoho CRM's revamped timeline view now extends to 3 years and support notes, filters, and email statuses
Editions: All DCs: All Release plan: These enhancements are being rolled out to customers in a phased manner. They will be available to most organizations by the end of May. For organizations with huge volumes of data, they will be available by the end
Access Multiple CRM Accounts With Single Sign-on
Hello everyone, We are happy to announce that Zoho CRM now provides multi-organization support. What is multi-org support? In order to ease login and access to multiple Zoho CRM accounts, we came up with multi-org that allows users to use same email address
Editing data in Related List tables
Hi, we have a related list table showing many quotes on our Client record. At present, we have to edit each quote record by entering each record and then going back to the Client record. Is there a way to edit the various fields shown in the related list
Integrate Google Chat with Zoho CRM for seamless collaboration
Hello everyone, Sales is a team sport and sales reps have to be in constant communication with people inside and outside their organization. While email remains the most effective channel for important conversations, sales reps often collaborate via chat.
Downloading Phonebridge Call Recording
Hi there, I am trying to build a deluge function to transcribe the voice call recording. Well using CRM API accessing the Call record entry, the response contains a field and value for the URL of the recording "Voice_Recording__s":"https://phonebridge.zoho.com/phonebridge/recording/067fa1757?????5093ba6?serviceID=648185902"
Deluge needed to see Invited Meetings related list has changed
Hi, I need to trigger a workflow depending on if/when a Deal's Contact has declined a meeting invite. Theres an Invited Meetings related list in the Contacts module which shows which meetings they have declined/no response/agreed/maybe. So, I need some
Create custom button that sends an email
Hello, I have a scenario that I cannot figure out if I can make happen and would like some help. Scenario: We sell via distribution and direct. When a distribution opportunity comes in we send an email to the distributor with details on the opportunity
Workflow Pass/Failure Report - Showing all passed and failed workflows (all workflows view)
Hi Team I'm unsure if this already exists but an idea for a view in the usage report to view all ran workflows pass or fail, this would be great to be able to manage all workflows for failures without looking at individual rules especially with numerous
Excluding specific email address when sharing email across organization
Hi There. Please could you let us know if there is a way of sharing email across organization but excluding one specific email address (e.g. your private gmail). Our approach: We thought about excluding gmail domain in general, but this useless as all
Calendly Integration
Good morning support team, My company is using Zoho as our CRM system however we are introducing a new software called Calendly to be more organized and get better tracking of our events. Is it possible to integrate Calendly appointments or events onto lets say my or my CEO's Zoho calendar? We've heard from other companies using Zoho and Calendly that there is a way to merge the two so we can see the events on Calendly and then view them on a monthly calendar in Zoho to coincide with our lead generation
Team work space
Hello There I am looking at how i can use work space to create a seamless transition between Deals and Onboarding workspace When the deal reach submitted to onboarding the worksspace will be update with the new deal and the onboarding team, legel team
Sales forecasting now detects anomalies in user performance
Dear Customers, As you're probably aware, we've been continuously adding improvements to the forecasting feature in Zoho CRM, and we're excited to announce the latest one as part of #CRM25Q1: Anomaly detection in forecasting. Forecast reports are a direct
Using Zoho CRM APIs to transfer data stored on Zoho into MySQL servers on AWS.
Hi all, at work we have 2 primary places we store data - Zoho CRM, and MySQL servers hosted on Amazon RDS. I'm wondering if anyone here has had experience moving data from Zoho into MySQL via using the zoho APIs! The reason we're doing this is so we actually centralize our data all in one space, so we can call upon it easily via things like Power BI if we have to. Thanks!
How to easy change layout in existing records in Deals?
Hello, So far i have used only 1 layout in Deals. I have about 1000 records. Now i want to make new layout. So i have 2 layouts: Layout Old (1000 records) Layout New (0 records) How to easy change layout from Layout Old into Layout New for existing records?
Smart Prompt is now powered by Zia
Hello everyone, We're excited to announce the launch of natively hosted Large Language Model (LLM) to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based
Can I integrate Whatsapp Flow in Zoho CRM?
I expect I can send Whatsapp flow template through CRM, so for example if the deal stage has been changed to 'Won' then I will send whatsapp flow template to get feedback from customer I mean, sending this one https://www.youtube.com/watch?v=0s_0Y84
Client script syntax question
Hi, I don´t know why this sytax is incorrect. /** * log("sample logging statement") --> can be used to print any data in the browser console. * ZDK module can be used for customising the UI and other functionalities. * return false to prevent <SAVE> action
Creating leads via API
Hi We are working with a local vendor that is generating leads for us. They have integrated with ZOHO in the past, they told me: We need $refreshToken = "1000.cd05354...…..."; $clientID = "1000.4ECE...…..."; $clientSecret = "1ddf5fcd17......"; So I gather
Opportunity Reappears in Pipeline After Exiting Blueprint – Need to Prevent This
An opportunity reappears in the Pipeline after exiting the Blueprint, and the user is able to move it — I don't want this to happen. Can someone help me?"
Zoho CRM Canvas is slow in loading
Hi, the new Canvas feature in Zoho CRM is very interesting but the layout becomes very slow to load. I mean using the standard layout for Contacts detail view takes about 2,200 ms to completely load the page on my Chromebook (and my connection speed is
Linking fields from different modules
is it possible to have fields from 2 different modules linked together? For example, within our opportunity module we have an account field. Can we create a new module that is linked to the opportunity module with the account field? So when the account field is updated in the opportunity module, it also gets updated in the new module?
maximum limitation of COQL API
from this documentation it said: You can retrieve a maximum of 1,00,000 records in multiple API calls per unique criteria. f you want to retrieve more than 1,00,000 records, use the Bulk Read API. my questions are 1. what is per unique criteria here?
Post announcement / message on home or dashboard screen
I would like to post company announcements/messages on the Home Screen of our users. What is the best way to do this?
CRM is shut down.
Weekly Issue. Every button is shut down. Record cannot be saved. Stability is a joke.
Connecting Contacts and Leads
Hi, I found out that if a lead is already converted to contact, and another lead comes into the system (with the same data), they can live side to side without any connection between them (although they have the same email/phone in both). Is there a way,
how to import products and unable to change home currencies
i am unable to upload products, i want to change home currencies from usd to inr,
Please create a "TAG" custom field type
We need a "Tag" field type for multiple value situations that are large and grow or vary more than a select list can handle, but more restrictive than a textbox with values separated by commas so that users must use predefined/pre-used and formatted values . This would be for fields like: Vocation - Attorney - Estate/Trusts, Attorney - Personal Injury, MD - Osteopath, MD - Pediatrician, MD - Oncologist Interests - Skiing, Swimming, Equestrian, Golf, Sailing, Fencing, Baseball, Crickett Groups - Veteran,
Canadian Data Center
Hi I am wondering if Zoho has a Canadian Data Center? if so, where? And how would I go about getting our information transferred there Thank You -------------------------------------------Moderated on 3rd Nov'23--------------------------------------------------------
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