Customize Colors used on graphs and charts according to users desire.
It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!
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),
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
Zoho broke Client Script with the Quick-Create Client Script
So, Zoho broke Client Script. Most likely inadvertently, but it's broken never-the-less. Prior to the Quick Create client script update, creating a new record using quick create would trigger the parent page on Script(s). It does not any more. So if I
Related Lists in Email Templates
Hi Zoho team, I would love to see a feature where related list information can easily be added to an email template (instead of mail merge). I have a client who books flights for their customers. They do this through a Flights module so all booked flights
CRM Contacts Search is overbuilt
There is a lack of a general search box. It would be a lot easier to go to a general search box. You search a city or a last name or whatever in he same box and just get results. Having to navigate down through the filter fields to find the right filter,
Functions support in review process actions
Hello everyone, Zoho CRM's review process actions now support functions, giving users complete flexibility to automate activities in all phases of record involvement in the review process - on submission, on review completion, and on rejection. Until
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.
Additional storage for Full Data sandbox
Available across all DCs. Hello everyone, As CRM environments grow, production data naturally expands. Previously, a Full Data sandbox included 10 GB of storage by default. Once a production environment exceeded 10 GB, creating a new Full Data Sandbox
Tax in Quote
Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from
How long does Zoho keep your free account?
If i stop using my free account does it ever go away? Or does Zoho keep my free account for forever?
Can't see Analytic components in full-size?
When I build a component into my Analytics dashboard, there is no option to either click on the title or into the three dots to expand the chart to full-size... Am I missing something? Trying to make sense of a tiny line chart would be a major issue!
Kaizen #257: Creating product-specific sales Pipelines with Zoho CRM APIs
Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how an arrival readiness web tab widget can be used to let reception staff identify and resolve issues before arrival of guests. In this post,
Remove "Quick-info section" from Account module view?
After the migration to the new UI, the Account module view (e.g. https://crm.zoho.com/crm/EntityInfo.do?module=Accounts&id=xxxxx...) has the "business card view" at the top, then what is apparently called the "Quick-info section", then the account details.
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
Not able to attach attachments in into email workflow trigger
I have set up a workflow rule to trigger an email but it does not allow me to include attachments that are in the module/file. I have noticed that this request has been made by multiple customers in the last 3 years. I know that SALESFORCE has this feauture
Request to Customize Module Bar Placement in New Zoho CRM UI
Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive
Add multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
Unable to connect existing WhatsApp number to LeadChain — Embedded Signup blocks re-adding registered number
Hello Zoho Support, I'm trying to set up a WhatsApp Leads chain in LeadChain (Zoho CRM org: XXXXXXX, ORG ID: XXXXXX) to sync leads from our existing WhatsApp Business number into Zoho CRM Leads module. Details: WhatsApp Business Account (WABA) ID: XXXXXXXX
Assign Price Book to Accounts (again!)
I can see this topic has been bumping about for over 10 years and unfortunately Zoho hasn't seen the need (or use case) in CRM to be able to assign an account to a price book to automate quoting (amongst other things). Strange given they DO assign price
Deal Amount in USD shows too many decimals preventing from updating Stage field
Hi, it's been few weeks now since the Deal Amount field is not working properly. In fact, when Deal records have USD for currency, it might well happen that the Amount shows something like 10 decimals (despite the fact that the limit is set to 2), thus
Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this
The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting
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
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
Enhancement in Zoho CRM: Introducing New Return Types for String Fields Based on Character Length
Dear Customers, We hope you’re well! In Zoho CRM, formula field with string return type is used in various scenarios where text is involved like concatenating customers’ first and last names, trimming characters from texts, performing find and replace
Zoho CRM for email Outlook plugin - doesn't seems to work with shared mailbox
Hi, it looks like the plugin that do push email from Outlook to zCRM (Zoho CRM for email) doesn't work when using a shared mailbox. In outlook web, the plugin icon disappear, in outlook desktop, it gives me an error when I try to associate : Everyone
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
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
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
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
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
Feature Request — Allow updating Status / Bounced_Time / Bounce_Reason on emails created via actions/associate_email (v8)
Summary Emails created through the v8 POST /{module}/{record}/actions/associate_email endpoint are returned by View Email with "editable": false and reject every update method (PUT, PATCH) with INVALID_REQUEST_METHOD. There is no way via the public API
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 /
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
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
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