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
How to export Subform Data from a record?
How can we export the subform data from a record? Currently we can import data, but I found no way to export data from one record I need a simple button to export the current subform data to an excel file, why can we import subform data but cannot export
Subform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
Introducing Workqueue: your all-in-one view to manage daily work
Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales
[For info] As CRM administrators its important to be aware that potentially sensitive business logic & operational parameters are available via unauthenticated URLs
There are a collection of files within Zoho CRM that COULD contain potentially sensitive commercial parameters and logic in them, and that can be accessed without authentication. This includes the CRM Data Model, Custom Picklist values, Custom Role /
How to customize X/Y-Axis labels in CRM Chart Reports?
Hi, While exploring custom chart reports in Zoho CRM, I’ve hit a roadblock trying to change the names of the X-Axis and Y-Axis labels. They appear completely locked as the default values. Zoho seems to hardcode these labels to match the exact field names
How to make file upload mandatory in blueprint transitions.
Hi, If you've added a custom File Upload field to a module layout, you may have noticed it doesn't appear under the "During" transition tab in Blueprints. Here is a quick workaround to require documents before moving to the next stage: Go to Setup > Process
i wnant to upload txt file in zoho crm and also want zoho crm read that txt table and also fetch that table and gives the txt values in table form .
for double side layer (here is two types drills) pth=plated and npth=non plated for pth drill the formula is fin dia=drill dia -0.15 for npth drill the formula is fin dia=drill dia -0.05 for single side layer (only one type drill here) fin dia =drill
Que la sincronización Zoho Books–CRM herede la lógica CPQ, no solo los totales
Problema actual: El motor de CPQ (reglas de precio, paquetes de producto, matriz de descuentos, dependencias entre ítems, flujos de aprobación) vive dentro de Zoho CRM. Pero cuando una cotización pasa a convertirse en factura o transacción dentro de Zoho
Integración nativa entre Zoho CRM y Gamma.app para generación automática de presentaciones y documentos
Problema actual: Gamma.app se ha consolidado como una de las herramientas líderes para generar presentaciones, documentos y propuestas con IA, y ya se conecta de forma nativa con asistentes como Claude y ChatGPT. Sin embargo, no existe una integración
Buyer Personas nativas en Zoho CRM, con clasificación automática por IA
Problema actual: Zoho CRM permite etiquetar y segmentar registros mediante reglas de flujo de trabajo, pero esas reglas solo evalúan criterios estructurados y explícitos (campo X = valor Y). No hay forma de que el sistema infiera a qué buyer persona pertenece
Plugin oficial de Zoho para Obsidian: sincronización de notas, archivos y visualización de datos en grafo de red
Problema actual: Los equipos que usan Zoho para gestión de negocio (CRM, WorkDrive, Notebook) y Obsidian como su sistema personal de conocimiento (PKM) trabajan en silos completamente separados. No hay forma de traer datos de Zoho al vault de Obsidian,
Módulo nativo de reportes y analítica para la integración de WhatsApp en Zoho CRM
Problema actual: Zoho CRM permite recibir y responder mensajes de WhatsApp directamente en los registros de Leads/Contactos/Deals, pero no existe un módulo nativo que agregue esa actividad en métricas medibles. Los mensajes quedan registrados conversación
Que el correo del componente de Duplicación funcione como campo de correo nativo para enviar correos
Problema: El correo electrónico que trae el componente de Duplicación (vinculado al Contacto) no se puede usar para enviar correos desde el módulo personalizado, aunque ya esté ahí. Propuesta: Que ese correo se reconozca automáticamente como un campo
Introducing Record Summary: smarter insights at your fingertips
Hello everyone, We’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia to simplify how you interact with your CRM data, providing a seamless, consolidated view of critical record information. Scrolling through the
Please get rid of the extra space!!
Today when I went into Zoho, I find that all the lists (email templates, contact lists, etc.) now have a bunch of space inserted between EVERY LINE!! This is extremely annoying on two counts: 1) It's much harder to read! The eye has to alternate between line of text and white space, rather than being able to just go down a list focusing on text. 2) It requires so much SCROLLING. I can't see things all on one screen as before; I have to scroll, scroll, scroll to get through the list. This is a
Kaizen #256 - Build an Arrival Readiness Web Tab in Zoho CRM
Hi everyone! Welcome back to the Kaizen series! In the post, we discuss a use case in hospitality industry: how an Arrival Readiness web tab widget can be used to let reception staff identify and resolve issues before arrival of guests. Use case In the
Full Address - autocompleting and Splitting
Guys, We are strongly considering moving to Zoho CRM /Zoho One from Pipedrive - but I have a few questions. Maybe someone here can help out. One of the things that works very well and quick in Pipedrive is entering addresses. 1. You add the entire address as a single string. 2. Google autocomplete kicks in so you can select the address from a list of matches (this also ensures the data is entered consistently) 3. On saving, the individual fields address, city, state, country etc are automatically
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 - Improve Global Search for Names Containing Prefixes and Punctuation
I recently raised an issue with Zoho Support after one of our clients ran into a problem with CRM Global Search. A user was trying to find a Deal containing the name John O'Connor. They searched for Connor, but the Deal did not appear. It only appeared
Zoho CRM Community Digest - August 2026 | Part 1
Hello everyone! The first half of August brought a solid run of CRM updates, from Canvas Templates and a more flexible Approval Process to portal filters, My Jobs approvals, and bigger label limits. Alongside those are two fresh Kaizens, the return of
Zoho CRM Functions: Redesigned Interface, Rich Analytics, and Multi-Language Support
Hello everyone! We have given Functions in Zoho CRM a major overhaul with a new interface that makes it easier to build, organize, monitor, and troubleshoot your functions throughout their lifecycle. As part of this revamp, we have also introduced a unified
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
Can Zoho CRM Emails be used in Zoho Analytics in any capacity?
We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than just
Format phone number
Hello! How can I fix format for phone number input in ZOHO CRM (I need 71234567890)? I integrated Asterisk in ZOHO CRM and when my manager is entering phone number in other format (for example 7-123-456-78-90) clients is not identify in ZOHO CRM. Because
Print Zoho CRM Calendars
Why is there no way to print a calendar in Zoho CRM? There should be a basic means to print a daily, weekly, or monthly calendar just like other calendar programs.
Zia Agents in Zoho CRM: a better way to set up digital employees
Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) and
Can the Product Image on the Quote Template be enlarged
Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks
Transform your line of items into line items: ICR can now record your table values as subform values
Enhancement in Zoho CRM Dear Customers, We hope you're well! Zia Vision’s ICR capability can now recognize, extract, and store tabulated values in your subforms. An ideal example is a university application form. It has printed fields and handwritten
How do I increase the email attachment size in Zoho CRM ?
It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly
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
Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified
I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that
New UI - Color Preference Not Saving Permanently
Small, not very urgent problem I'd like to share regarding the new UI theme color. I've changed my theme preference to the default blue color around 20 times by now. It always reverts to a green color theme. I've followed the instructions of changing
Zoho Wont Login
Can anyone tell me why my password stops logging in all the time? Is it a ploy to make you change your password? I have to use OTP all the time. I dont want to change passwords all the time. Over the last couple of years I've found myself using Zoho (as
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.
Global Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
Cannot See Available Deal States in Zoho Blueprint
I am trying to create a blueprint to manage our sales pipeline and ensure data accuracy at each stage. I have already created a similar blueprint for handling leads. However, when I attempt to create the 'Deal Management' blueprint, the different stages
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
Minor enhancements in Zoho CRM Dashboards: drill-down for Funnels, flexible Duration settings, and more
Dashboards in Zoho CRM help you visualize data across modules, track performance, and make informed decisions. Components like charts, KPIs, and funnels bring together key metrics in a single view, making it easier to spot trends and take action. Over
Get a realistic picture of your revenue with Forecast Adjustments in Zoho CRM
#crm25q1 Dear Customers, We hope you're doing well! Today, we're here with an important enhancement for business decision makers: forecast adjustments. Let's get straight to it! With technology on the rise and CX at its core, businesses are constantly
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