Is COQL known to have read delays?
Hello, I'm experiencing stale data returned by COQL from time to time. Most of the time it returns up-to-date data right after I update a record, but sometimes the change only shows up after several seconds or even minutes. Neither the COQL documentation
Set Custom Icon for Custom Modules in new Zoho CRM UI
Reassign a team member's follow-up tasks without moving their customers | Kiosk Studio Session #13
Hello folks, It's almost year-end, and a lot of people on your team will take time off. Their customers will still need things while they're away. Say Amanda is out next week (on leave). She has a renewal purchase order to chase for Grace, a quote Vikram
WorkDrive and CRM not in sync
1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here
Function failure APIs report "no failures" (204 / empty 200) while the Failures view lists real failures
We want to monitor custom-function failures through the API so we can find and re-run failed functions quickly. We could not find a function-failures endpoint in the API reference (only webhook failures are documented), so we tried the paths that exist
Introducing PRM: Build, manage, and scale your partner ecosystem
Growing a partner ecosystem is a good problem to have. What starts as a handful of partners can quickly turn into a maze of spreadsheets, emails, and disconnected processes. More partners mean more opportunities, greater reach, and new ways to grow
Is it possible to change the percentage field in zoho crm , to put 3 decimals ?
Hello , I need to write 1,444 in the percentage field in zoho CRM. However, I've noticed that there is a limitation of 2 decimals for this field. I've found out that if I replace this field with a Decimal one (.OO), I can choose to have 3 decimals. I've
Change default "Sort by"
Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize the second option of "relevance" as the sort by default and not have to change
New Search Function
Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which
Feature Request: Post-commit Subform Row Event (onRowSave / afterRowCommit) in Client Scripts
Hello Zoho CRM Product & Engineering Team, Requested Feature: Introduce an afterRowCommit (or post-commit onRowSave) subform event in Client Scripts that fires immediately after an inline subform row has been successfully committed to the database, passing
#CyberSecurityAwareness - Be diligent when it comes to Widget security
We love Widgets in Zoho CRM! And in our experience they have become an essential tool for extending the feature set and providing a rich user experience beyond standard CRM UI, functionality and integrations. BUT BEWARE... If you are thinking of adding
Deluge {"trigger":{"workflow"}} Do we need to add the id of rules of functions or rules in the workflow ?
Hello , I've user {"trigger":{"workflow"}} in Deluge language. In my Deluge code, in order to trigger the workflow, I've specified the id of the workflow, of the rules and of the function called by the workflow. However, Zoho CRM told me that it was not
Phone system to integrate with Zoho CRM
I am looking for phone software that would allow my agency to do the following within Zoho CRM: Make calls from zoho Track calls and notes Leave pre-recorded messages after reaching voicemail of lead Only 2 members, so need company who will allow just
Default value in custom multi line field
No option to add default value in custom multi line field??
Map Dependency Upgrades in Zoho CRM
Map Dependency Fields enhancements are now available across all DCs. Hello everyone, We’ve introduced a set of enhancements to Map Dependency Fields to make setup simpler, faster, and more intuitive. Map Dependency helps control how values appear across
ChatGPT Plugin / MCP Server auth error
Hi all I'm trying to connect the ChatGPT plugin for Zoho CRM but after username stage of the auth process, I get this error from the URL https://mcp.zoho.eu/mcp-client/ {"error_description":"Invalid request url, Request is not as per defined in oauth
Question about Zoho CRM Professional plan users
Hello! I have a question about the Zoho CRM Professional plan. Is the pricing charged per user or per organization? Are there any free users included in this plan, or do I need to pay for each additional user separately? Thank you!
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
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:
What is "Child Sales Order"
When I click system predefine "Created Sales Order" button, sometimes will display "Create Child Sales Order" instead of "Create Sales Order", in "Child Sales Order" Create Page, system will not allow you to save the record. only one solution is refresh
Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more
The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency
Stock management : updates of quantities
Hello, We are having many troubles with Zoho CRM on Stock Management. - We changed some names and added some status to the possible Status of SO and PO. - Now, the stock management has gone crazy. If we create a S.O., it increase the quantity in demand
"Else / If" Statement in Zoho CRM Inventory Template
Hello, I would like to use the below "Else If" in my Inventory Templates, but it's not working correctly. Essentially, if the field "Quote Payment Terms" is filled in, display that. If "Quote Payment Terms" is blank, display "Account Payment Terms" instead.
Lead auto responder marketing sales funnel email process
Hello Zoho, I want to create a dynamic auto generated follow up email process. We are a construction trade providing the same quotations for supplying services to multiple Building Companies who all bid (tender) on the same opportunity to secure work
Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later
I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful
externernal user adding issue
externernal user adding issue
Can I add Conditional merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
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.
Files in Teamspaces: keep your team's documents where the work happens
Release Note: This feature is available for all accounts across all DCs Hello Everyone, A Teamspace is built around a specific team and a shared objective, and it holds the modules and projects that team works with every day. The document that team depends
Kaizen #266: Working with Zoho CRM Using Zoho MCP - Part II
In Part I, we explored how to connect Zoho MCP to an MCP client and use it to work with Zoho CRM records and metadata. We also saw how the client can identify the tools it needs and combine multiple operations based on a natural-language instruction.
Manage your LLMs with model-level configuration based on cost, performance, and capability
Hello all, Building on models which let you configure LLMs at the vendor level, we now introduce Manage Models. This feature lets you go one level deeper and configure LLMs at the model level, with a centralized LLM models section where you can add and
Why are Contact Form 7 file uploads not reaching my Zoho CRM even though the form submits successfully?
This can happen when Contact Form 7 successfully processes a submission, but the uploaded file isn't being transferred in the format Zoho CRM expects. Your other fields, such as name, email, and phone number, might reach Zoho while the attachment remains
Exporting All Custom Functions in ZohoCRM
Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any way
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
Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions
Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performance
đź‘Ť Zoho CRM's Notes now gets Reactions and a new look
Moderation update: Currently available in the following DC's CA, AU, CN, UAE, JP, SA - All Editions EU - Free, Standard and Professional Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records.
Does Zoho CRM have a feature or section for Sales Battle Cards?
I couldn't find any information on this and I'm assuming others are using Battle Cards in their sales process. Just curious if there is a section within CRM or another workaround to create battle cards within the sales process and have readily available
How to contact Zoho Community and not the support on this forum ?
Hello, I'm trying to publish in the Community but only the support answered. Could you please tell me how to publish questions or answers on the community? Thanks a lot Anne
How to reorder Kanban View Columns in All Layouts?
How to reorder Kanban View Columns in All Layouts? The picklist values are in another order than visible in this view, which is the same for both layouts.
Zoho CRM still doesn't let you manage timezones (yearly reminder)
This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet me
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