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
Multiselect lookup in subform
It would be SO SO useful if subforms could support a multiselect look up field! Is this in the works??
Record-Level Cliq Conversations Inside Zoho CRM
It would be extremely useful to bring the Zoho Projects + Cliq conversation experience into Zoho CRM records. Today, in Zoho Projects, each project or task can have its own related chat conversation through Cliq, allowing team members to discuss that
Auto-Sync Field of Lookup Values When Parent Record Changes
Hi Zoho Team, Currently, when you use a "Field of Lookup" in Zoho CRM, the value is captured as a snapshot at the time the lookup is set. If the parent record is later updated, the Field of Lookup value on the child record does NOT update and stays stale.
ZOHO Caching issue.
Hello, I read through the forum, and noticed that many people have raised this issue before, but there is no solution yet. When a new record is created using the APIs, the record does not get indexed right away, and therefore searchRecords does not return
Lead import only imported 15 records
I have an 82k .CSV file with over 500 records. I imported leads and only got 15 records. I tried it again and got the same 15 records. I'm on the free account.
Using Calendly and Google Calendar with Zoho CRM Calendar (Double Meeting Invites and GMT Issues)
Can others please provide what works for their set-up between Google Calendar, Calendly, and Zoho CRM Calendar? Thank you in advance. (We don't use Zoho Calendar. Yes, their names are confusing! We use the calendar in Zoho CRM Calendar.) Our Current Set-up:
Kaizen #239 - Audit Log Monitoring with Proactive Alerts
Hello, CRM Wizards! Welcome to a fresh week of Kaizen. In this post, we will look at how to track system and user activity in your CRM using audit logs and broadcast actionable alerts across the organization when something goes wrong. Business Problem
Styling for Subform Fields using client script
Currently we can add styles to list and detail page for fields using .addstyle in the Client Script But that is missing for fields of Subform We would really like the feature to addstyle for subforms in the detail page Can you please consider adding it,
Allow Territories as Filter Criteria in Reports and Dashboard Components
Territories in Zoho CRM are a powerful way to structure a sales organisation and control record access, but they are completely absent as a filter option when building reports or dashboard components. This means that even though your data is organised
POS System
Has anyone had any luck integrating a POS system with the zoho crm? Any advice where to look for a zoho proven solution? Thanks in advance. Moderation Update: As of August 2025, Zakya (Zoho's POS solution) is officially available in India and is in early
Rich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
Export Timeline
With the new Timeline features, it would be really helpful to have the option to export a timeline. When handling customer complaints, having the full breakdown of everything that happens on a module is great but we usually have to send this to another
Full Email Threading for Custom Modules
My clients run their core business operations inside Custom Modules. They need to see their full email history directly within those records. Right now the integration is limited compared to the Deals module. Users have to jump back to the Contact record
How to Auto-Generate a PDF Quote from Zoho CRM and Send it for Signature - Without Any Coding
Hi everyone, I see this question come up regularly in the community: "How do I generate a document from a CRM record and get it signed by the client?" Most answers point to Deluge functions or third-party tools. But there is actually a way to do this
Last activity time is acting like last modified time
When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like
Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?
We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that
How to sync Zoho CRM Quotes with Zoho Books/Finance Estimates or Quotes
Hi everyone, We’re building quotes in the Zoho CRM Quotes module because of its strong CPQ features and better communication options (multiple contacts, email customization, etc.). However, these don’t sync directly with Zoho Books/Finance for invoicing.
ZOHO Cadence
Can you edit when a cadence is set to enroll? For instance, I currently have it set up to enroll three days after a new record is created that fits the custom view criteria; however, I would like to change it to enroll immediately. I do not see where
CRM Quotes Client Script Update Line Item Unit Price field
On the Edit Quote page, using a client script how do I update the Unit_Price field on a specific row in the Quoted_Items subform without corrupting the other rows Please provide a working code example for my ZDK version.
Email Opt Out Question
Has the problem where if a customer is emailed opt out prevents you sending standard emails? For me this feature is simply to stop any email marketing and should not block people from receiving emails via Zoho mobile, which makes no sense.
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