Agents in Homepage
Hello all, Your agents do useful work. They find things like important leads, deals, and updates for you. But until now, you could not see any of this on your Home page. To check what an agent had found, you had to open the agent on its own, away from
Mass Email: Individual or Bulk?
Can anyone confirm that the mass email feature sends as an individual email or as bulk? I'm curious to know what a mass email header looks like.
Zoho CRM's Old User Interface is set for EOL - Deadline and What to Expect
Hello Everyone, We are nearing the completion of enabling the Next Gen UI for users as announced in this post. The Next Gen UI introduces CRM For everyone with an improved workspace experience housing features like Teamspaces, Team Modules, enhanced views,
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,
Last Name Required
Is there a way in CRM with the last name field to make it not mandatory? We are taking leads from a web form created in ZoHo CRM Form builder Form fields for this specific form are: First Name E-Mail Question/Comment Previously when using another form
Checking validity of fields when converting Leads
Hello, When converting a lead to a contact (and Company), we want to check beforehand if some fields are filled. Ideally a script or action should be triggered to check the fields and then continue if all is fine, or display a message and stop the process. Reasons: Leads are created with few data at the beginning (often name and email), and with time the profile is augmented. Until it reaches some minimal data, this leads shouldn't be convertable as Contacts. Contacts are people we are making business
Reports not adding up
I have a subform that we add lines for costs. These are added up in the aggregate (see image 1). When I pulled these into reports, I link the aggregate subform cost, but it keeps adding each subform line, instead of just the PO Subject and the numbers
viewing deactivated users on a calendar
I was just on help chat Me: Ok, Can i verify that I understand correctly? If i fire someone, I need to deactivate them in zoho asap so they don't have access to company data (like customers). When I do that, there is no way to see them on the CRM calendar
Can't send email using template. Email address has been blocked error.
Hi. I'm setting up a new Zoho CRM account and doing our first customizations. While testing the email templates to use during blueprint transitions, I always get this error: "Sorry! Email address has been blocked." Any ideas? Thanks. Bruno
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?
Survey questions inside email template
We have a Net Promoter Score survey. It is 3 questions only. When the deal is closed we need to send an email to a customer asking them these 3 questions. Currently, the only option I can find is to give a customer a link to survey. What we need is to
Cdata - Looker Studio Community Connector Error to Zoho CRM
Hi! Has anyone encountered the error message below when trying to connect to Zoho CRM from Looker Studio, and found a solution? I opened a ticket wih CData but didn't hear back.
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
Zoho CRM v2.1 deprecation or sunset plans ?
Hi Team Wanted to know if there is any plan to deprecate v2.1 CRM apis https://www.zoho.com/crm/developer/docs/api/v2.1/ and if yes by when
Integration problem between zoho crm and zoho forms for an update in zcrm, with two mapped custom fields
Hello everyone, I need to correct an existing integration between Zoho CRM and Zoho Forms: the use case is that a user needs to send an email to a contact, who will click on a button in this email, redirecting to a Zoho Forms. The contact can update or
Client Script actions on related list change
Hey all! We have our calls automatically logging into our deals module through some custom functions. Looks like by default, the calls are related to the contact and not the deal. We have made some workflow rules and functions to have the calls automatically
Why is the ability Customize Calls module so limited?
Why can't I add additional sections? why can't I add other field types than the very limited subset that zoho allows? Why can I only add fields to the outbound/inbound call sections and not to the Call Information section?
Kaizen 249: Build an AI Room Recommendation Assistant with CRM Widgets, Catalyst, and Zia Agent
Welcome to another week of Kaizen! This Kaizen post is inspired in part by Zoho CRM’s hospitality use-case article, which presents a broader AI-powered CRM approach for guest personalization and hotel operations. That use case spans additional scenarios
Microsoft Teams now available as an online meeting provider
Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings
Data Discrepancy Between Zoho Chart
Hi, I am doing the CRM lead analytics using the Standard Funnel chart. I notice the total summary given by the standard funnel chart does not match with my bar chart or line chart using the same criteria. Its even not matching with my data in the leads
How to Print the Data Model Zoho CRM
I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks Andrew
User manual as PDF
Hi, on the User Manual pages (for CRM, Support and other Zoho Apps) is a print button, but mostly the pages contain only links to other pages. So, printing the manual is of no use. Is there any PDF version of the FULL manual? Or any other source where
Creating Email template that attaches file uploaded in specific field.
If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates
How to use Zoho Billing info in a workflow
We have Zoho Billing and CRM sync'd and the Billing info appears as expected for each Account in Zoho CRM, including subscription status, plan type etc. But how can we use this in a workflow? Thanks Dylan
[BUG] Zoho CRM Mobile App – "Deal Name Cannot Be Empty" Validation Error When Cloning an Existing Deal
Summary When cloning an existing Deal record in the Zoho CRM mobile app, saving the cloned record fails with the error "Deal name cannot be empty" — even though the Deal Name field is visibly populated with a valid value. The save is blocked entirely.
Record sharing for Activities modules in CRM
Hello everyone, We've got a few quick enhancements to what we covered in this previous announcement: record sharing is now available for Activities modules. 1. Sharing Tasks, Meetings, and Calls Until now, activity records could only be shared indirectly
Problem with “Zoho Sheet view”
I am experiencing an issue while using the ZOHO CRM system. Currently, I open previously imported lead data through the “Zoho Sheet view” feature. However, it seems that this spreadsheet can only be used temporarily and cannot be saved permanently. The
Zoho CRM Community Digest - June 2026 | Part 1
Hello Everyone! June wrapped up with a meaningful activity sharing update, two community threads on retrieving emails before user deletion and passing Kiosk screen fields to functions that saved people a lot of back and forth, and two AI-powered Kaizens
Any Medical Therapists/Practioners out there that use CRM for their SOAP and client records?
Is there anyone out there that is a medical therapist/practitioner who uses Zoho CRM to keep their SOAP notes and client information. I would be interested to know what edition you use and how you integrate your client records into the system.
Click to edit fields with Canvas layout
Hi, I have integrated new layouts using Canvas and its been going well so far. Although I cant seem to figure out how to change the fields so you can click anywhere on it to select or edit the field. Now a small pencil will appear next to the field you
Blueprint Transition Task Not Being Created or Displayed
We have configured a Blueprint transition that is associated with Tasks. During the transition, we enter all the required task details, proceed to the next step, and save the record successfully. However, the task is not being created or displayed anywhere
How can we disable "My Requests"?
We are not using this functionality in our system at all and our users get confused.
CRM Portal Lookup Linkage and Related Fields
hi, if someone can give me the right path, would be greatly appreciated. we want to do a customer portal for our partners who we issue work orders for our customers, the linkage via lookup fields Partner -> Work Order -> Customer in our portal, the primary
Mirror Component in Zoho CRM: Access real-time related data without leaving your record
Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having
Attachments_Upload Failed
All users are unable to "Upload" attachments within a project. CRM was working fine up until about 3 minutes ago. Continues to say "Upload Failed"
Zoho CRM Deal API returning null pipeline in case of default pipeline
Hey team, We are writing to report an issue with the Deals module pipeline API behavior that we believe stems from how the default (Standard) pipeline is handled when no custom pipelines have been configured. When the "Manage Pipelines" page under CRM
Need to make a specific canvas my default view for contacts
Need to make a specific canvas my default view for contacts How do I do it?
Kaizen #248 : Real-Time Stock Visibility from a Third-Party System with Filtering Support Using SlyteUI
Hello everyone! Welcome to another exciting Kaizen post! In this edition, we'll explore how to use Queries in SlyteUI to build a real-time stock visibility component that fetches product stock information from a third-party system, displays it in a Custom
Data from related modules in the criteria builder
CRM workflow conditions work great in majority cases, e. g. I want to send an email upon a particular data event. Now, there are cases where I want the workflow, email, email template to sit on a module A (let's say Companies) but the condition depends
From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with
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