Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?
We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?
Zoho CRM Community Digest - March 2026 | Part 2
Hello Everyone! The second half of March 2026 arrived with a wave of announcements, from AI becoming more intuitive to security authorization protocols getting tighter, and a few community threads that quietly solved problems a lot of you have likely
How to install Widget in inventory module
Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
Inbuilt Telephony
How do I replace InBuilt telephony with a custom PhoneBridge widget that's privately published in the Developer Console? I want to gain the usage of the telephone icon on the leads module in ZOHO CRM.
Zia flags the deal as at risk - but leaves my customers figuring out the rest themselves
I implement Zoho for many businesses. Team sizes vary, some clients have 3 reps, some have 40. But I keep hearing the same complaint across all of them and I figured it's worth raising here. Zia's deal scoring has genuinely improved over the past year.
Customizing Global Search Settings for All Users
Hi Our team use the brilliant global search functionality within CRM many many times daily. But, we struggle with the out-of-the box columns that CRM gives you. We are always telling users to customize this look to more suit our business, to show the
Super 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
Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters
Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced
How can I remove a Partner!?
Hi Im trying to remove a partner. He added himself the CRM. He's now no part of the project and Im trying to remove him asap, but the screen wont let me as I dont know what the Partner ID is! Moderation Update: The request to untag/remove a partner from
Zoho CRM Sales Targets for Individual Salespeople
Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.
Cadence not stopping on reply (in some cases) – anyone else?
Hi everyone, we’ve noticed that in a few cases, Cadences don’t stop even though the contact replied (setting “stop on reply” is active). It works fine most of the time, but occasionally the reply is visible in CRM without stopping the Cadence. Our assumption
Is it possible to create cross-module rules without code?
Before requesting this as a request, I want to be sure that there isn't a way to do it that I'm not aware of. What I mean by cross-module rule is: like a rule, but the trigger is in one record and the action is another, related record. Easy example: when
Can Zoho Sign “Send with Zoho Sign” be triggered from Blueprint and used to control stage progression?
We are currently designing a process in Zoho CRM using Blueprint where a document needs to be sent for signature as part of the workflow. Our requirement is: From a Blueprint transition, trigger sending a document using Zoho Sign Once the document is
Zoho CRM mobile updates: Filter for lookup, approval recall, multi-select lookup, and tag support for Canvas, and more
Hello everyone, We have a few exciting updates in Zoho CRM mobile apps to share with you. Here's whats new: Filters for lookup (Android) Let's say you have a lookup field called "Contact Name." When you tap on it, you'd normally see every single contact
Kaizen #240 - Deal Notes Sentiment Analysis with Zia Assistant API, Workflow, Deluge in Zoho CRM
Hello all! Welcome back to a fresh Kaizen week. In this post, we will explore how to detect negative sentiment in notes added to a deal in Zoho CRM using the Zia Assistant API with Workflow and Custom Functions. Introduction Sales teams capture every
Portal Module Permissions
I am setting up a portal for some of my clients. Part of that process is for them to add new contacts and new accounts and generate a quote for those new contacts and accounts. I have tried to add the accounts module so they can add new accounts when
Unable to edit my Kiosk
Something happened that now, I'm unable to edit/add any 'Screen' and 'Decision' elements in my kiosk flowchart -- it gives me the option to Preview, Edit, or Delete existing ones, but nothing happens when I select either Preview or Edit. I'm in Draft
Sub-forms - additional tally stage
We have an sub-form for entering estimates. There are 5 stages which are using up all the tally fields. I want to add an Actual Costs column and have this tally somewhere to compare against the totals for each Stage. Is there a simple way to do this with
Touchpoints
In the module Leads we use the fields "First touchpoint" and "Source" to register where we first met our lead. Touchpoint can be e.g. LinkedIn, Facebook, Website. Source can be an event like a fair. When the lead becomes a contact (converted lead), we
Custom Fonts in Zoho CRM Template Builder
Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
Add home page or dashboard in CRM customer portal
is it possible to add home page or dashboard in CRM customer portal?
Unable to edit TASK / CALL in small pop-up window - UI Issue
Issue: Unable to Edit Tasks/Calls in Pop‑up Window Over the last two days, we have been experiencing a consistent issue while creating Tasks or Calls in Zoho. Issue description: • When clicking Create New → Task / Call, the form opens in a small pop‑up
Enable integration of CRM CPQ functionality for ZohoOne customers using Zoho Finance application
Hi there. I can't believe I'm needing to launch this idea as I would have thought this was a little obvious. Following a number of conversations with the technical team it's become evident that the CPQ functionality within CRM cannot integrate with Zoho
Execute automation and other processes during import
Hello everyone, We have now introduced the option to execute automation and process management actions on records right when they are been imported to your CRM account. Yes, until now records were not allowed to undergo any automation when they are imported,
Zoho CRM Note @Mention → Zoho Cliq Notification
Hi all, Just sharing a custom function that I created in case it's useful to others. I wanted a way for users to receive a Zoho Cliq notification whenever they are @mentioned in a CRM note, while keeping all communication inside CRM. Users are already
Importing Deals with e-mails
When I import Deals, I am unable to pick e-mail as selection for Deal Owner ID. If I pick Zoho User ID or Migration ID all the deals still are assigned to me (the user who imported the data). I have the option when assigning Account Owner ID. It looks
Territories as filters
The territory function within the CRM is great for controlling record access and managing a sales organization however, territories are not available as a filter options within the CRM when creating reports or dashboard components. Adding the ability
Email from CRM being Blocked or Marked as Spam by Google (and maybe more)
In the past 24 hours we’ve noticed that emails sent via Zoho CRM are being blocked or flagged as phishing, particularly by Google. The issue seems to occur specifically when emails contain links. URLs like www.domain.com or www.example.com are automatically
Let us view and export the full price books data from CRM
I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for
How to use Picklist values language in email templates
Hello, I'm using multi-language in Zoho CRM and I've prepared separate email templates for each language. My question: how do I make sure the picklist field values in each template are rendered in the language that matches the template itself? This is
Kaizen #121 : Customize List Views using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is
sync two zoho crm
Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.
Move a file from one File Upload Field to another
Hey All, Can anyone help me solve a problem i'm having where I move a document from one File Upload Field, and another. I figured it would be as simple as trying to change the File_ID on the 2nd File Field with the data from the 1st File Field, but it
Can I hide empty Contact fields from view?
Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be
Custom "create meeting" button with more functionality than Zoho currently has?
I'm looking for a little help/direction in how to do this. Even just some general high level pointers on how this might be able to be done. The current Zoho Meeting Activity functionality is not ideal for my org's workflow. I'd like to try and create
Canvas and calendar
Is it possible to have a canvas view that shows say a contacts details with the meetings calendar on the same page?
Share option missing in Canvas Home View in Sandbox
Hi, I've been setting up a Canvas Home View in our Sandbox environment and noticed that the Share option is missing from the three-dot menu on a created Home View Canvas. Steps to reproduce: 1. Open Sandbox environment 2. Go to Setup → Customization →
Client Portal Public views
I want to set the default custom view [Open Project] when entering the Custom Module in the Client Portal. However, the custom view I created is not available in the Public Views menu. Pic 1. The Public views of Client Portal Pic 2. The setting of custom
Create/Update Deal with Pipeline value cannot use Deluge, only RESTAPI
Hi everybody, it has been a long time since I posted a topic. Today however, warrants a comeback as I personally think that this information would be beneficial for the community. If you are looking to update or create a deal and want to specify a pipeline,
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
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