Subforms and automation
If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM
BUG: If you put "Blueprint" at the top of Workqueue, tab switching leads to long loading and no display
Drive Zoho CRM adoption and usage through our native integration with Zoho DAP
You chose Zoho CRM for its depth: its powerful automation, its rich analytics, and its extensive customizability. But there's a hidden last mile in every rollout: the gap between the software's capabilities and your team's daily execution. When new hires
Best sales insights for target accounts?
Question for all the sales power-users out there: I would like to gain insights from Zoho CRM for a rotating list of target accounts. Each Outside Salesperson has 5 target accounts, and they can change these targets quarterly with management approval.
Time Zone is incorrect
Time zone is not working properly...I've checked it twice. I'm eastern U.S. time it's currently 12:22 pm EST. CRM shows 3:22 pm EST.
Overview on users IMAP settings
We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to update
The 3.1 biggest problems with Kiosk right now
I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.
You do not have sufficient permissions to perform this operation. Contact your administrator.
When I attempt to log a call I initiate the +New Call and Start Calling and I click Answered Call in the popup dialog box that follows. Any attempt to save or close this dialog box results in "You do not have sufficient permissions to perform this operation. Contact your administrator." The only way I can get the popup to disappear is to refresh the page and it will go away. I have found others reporting this issue when they attempt to run reports. Any suggestions? Thank you in advance for taking
Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview
Hello everyone, Availability: This feature is now available for customers in the JP and SA DCs. It is planned to be released for other customers in soon. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built
Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
How to preserve Lead Creation Date, UTM parameters, and custom fields during Lead Conversion?
We are optimizing our MQL journey. When converting leads to contacts/deals, we need to ensure that the original system Lead Creation Date and UTM tracking parameters (Source, Medium, Campaign) are not lost or archived, as our teams require them for accurate
Problem with currency field in Zoho CRM
Hi Guys Zoho Books has a feature in currency fields that automatically converts decimal numbers with commas ( , ) to period format ( . ) when pasting them. For example: R$ 2,50 --> R$ 2.50 Is this behavior available in Zoho CRM? I couldn't find any configuration
Custom Button Creation from Layout Editor in Zoho CRM
Hello All, Buttons in Zoho CRM act as triggers that perform a specific action when clicked. Zoho CRM includes a set of system buttons that help you carry out common actions with a single click. Beyond these, your organization can create custom buttons
Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
List of Mail Merge Templates via Deluge
Hello, Is it possible to get a list of the mail merge templates I've created in CRM within a custom function? I want to retrieve them and put them in a dropdown list but all I get is a scopes error! Can anyone see where I'm going wrong? Is this even possible?
Zoho Advanced Analytics with Team Module support – Now includes teams, notes, and fields in reports & insights
Greetings all, Advanced Analytics is now accessible via Zoho CRM's team modules, which means you can add team modules—plus their notes and fields—for inclusion in reports, insights, and other analytical functions. Alongside the standard and custom modules
CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
Using IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
Automatically calculate and include tax on quotes
I've recently been VAT registered and now need to include VAT on my quotes. I have been able to set the tax label and amount but still need to click the tax link and select the tax I wish to include before it appears on the quote. Does anyone know of
Business Day Logic Update: More Accurate Scheduling for Your Workflows
Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable
Workflow Assistance in Zoho CRM
Our client's sales team visits customers on-site and currently fills a physical paper form to capture customer details, and then separately re-enters the same data into Zoho CRM via the mobile app — resulting in double data entry. We want the salesperson
Collapsible Sections & Section Navigation Needed
The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.
Validation Rule Not Working for Mandatory Field in Zoho Blueprint
As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they stated
Kaizen #251: From Campaign Leads to Sales Orders with Zoho CRM Mass Action APIs
Hello all!! In growing businesses, sales teams often deal with a large volume of records every day - leads from campaigns, qualified prospects ready for conversion, and approved quotes that must be converted into sales orders. Performing these actions
Automatically set the default VAT percentage on a quote
Every time I create a quote, I have to manually adjust the VAT and activate the checkbox for 21%. But all of our quotes include 21% VAT. So now occasionally, it happens that the checkbox is forgotten, and the customer receives an incorrect quote (without
Send a converted Contact or Deal back to Leads using the Restore Lead extension for Zoho CRM
Hello everyone, This comes up more than people expect: a Lead gets converted into a Contact, and sometimes a Deal along with it, because at the time it looked ready. Then the situation changes the opportunity turns out to be much further off than expected,
Zoho CRM mobile updates: Reports module, record tags, dynamic formula field, and more
Hello everyone, We've made a few updates to the Zoho CRM mobile app to enhance your mobile CRM experience and efficiency. Here's a quick look at what's new: Reports module (iOS ) Record tags (iOS) Dynamic formula field (Android) WhatsApp business deep
Zoho CRM gets a new email compose and lot more
Dear Customers, [UPDATE October 21, 2021: We have started opening these features to some of the customers already. And, it will be available to all the customers before November 2nd Week, 2021. Sorry for the delay caused] [UPDATE February 21, 2022:
Create modules using natural language prompts
Hello all, We’ve introduced a new enhancement to Zia that allows you to create custom and team modules in Zoho CRM using plain language prompts. Why this enhancement? Creating a custom module traditionally involves multiple steps—choosing field types,
CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
Connecting a contact with the deal + Emails not showing up under Deals
Hello. I have two problems. Im not sure if the problem is due to level of my subscription - Im on Proffessional plan. 1. I have a JotForm connected with ZohoCRM which automatically creates a contact and a new deal based on form submission. That is done
Accessing GDPR Data Source metadata for workflows and Zoho Analytics
Hi everyone, We have GDPR compliance enabled in Zoho CRM, which has added the Data Source section within the Data Privacy tab for Leads and Contacts. This section shows useful information such as: Original creation source, for example Zoho Forms Form
Enhancement announcement: Mitigate mailbox clutter using the new field: "Sync emails from"
Dear Customers, We hope you're well! We are here with a minor enhancement in email integration in Zoho CRM. Emails have become the primary mode of communication these days. Because of which mailboxes are getting overly cluttered day after day. To help
Zoho CRM Sandbox now supports integrations
Hello everyone, We are now expanding Zoho CRM Sandbox to support integrations with other Zoho products. You can connect, configure, and validate the behavior of your integrated tools within a safe, isolated environment - testing end-to-end without touching
Zoho CRM APIs
Hello, I think as a developer, it is very important to have the ability to manage, develop, and execute functions directly from my local development environment (for example, VS Code). Zoho CRM should have a way to create, deploy, and manage functions
Cookies Consent Management in Webforms
Hello Everyone! We are excited to introduce Cookie Consent Management for webforms. Read on to learn more. Webforms are online forms embedded on websites that allow users to submit data and create records in Zoho CRM. These forms utilize cookies to track
Bing ads integration and tracking
Hi, Is there any way to track Bing ads in the same way that we are able to track google adwords? It is important for us to be able to determine the conversion rate of our Bing ads. If this is not possible now, will this feature be added in the future?
Is there a way to show contact emails in the Account?
I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
All new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
Introducing Color Coding of Picklist Values
Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.
Next Page