Funnel widgets showing Amounts not just Count
Hi Can I request that the Funnel widgets have a toggle that allows you to optionally show that it shows the value of deals rather than just the count of deals. There are some great funnel widgets, but they all seem to only show counts. Whilst I get that
Zoho CRM - Cadence Data Availabe in Zoho Analytics
Hi Zoho Team, I've noticed that Cadance data is not currently available in Zoho Analytics. Is there a timeline for when this will be available? Thanks, Ashley
Improved Filtering and Tagging options for Notes
We rely on the notes section across several modules and would love to have some more options in filtering, grouping, and tagging notes. We would like to be able to filter notes differently on a contact or deal and have that choice stay on that record
Change default "Sort by"
Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize the second option of "relevance" as the sort by default and not have to change
Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
Feature Request: Post-commit Subform Row Event (onRowSave / afterRowCommit) in Client Scripts
Hello Zoho CRM Product & Engineering Team, Requested Feature: Introduce an afterRowCommit (or post-commit onRowSave) subform event in Client Scripts that fires immediately after an inline subform row has been successfully committed to the database, passing
Set Custom Icon for Custom Modules in new Zoho CRM UI
Canvas View: Add font family selection (incl. Google Fonts / Hebrew & RTL fonts)
Hi Zoho CRM team, The Canvas design suite (List View, Tile View, Table View and Record Detail) currently allows customizing font weight, size, color, alignment and case - but there is no option to choose the font family. All text is rendered in the built-in
Allow Email Attachments to Be Opened Directly in Zoho CRM
Hi all, It would be very helpful if attachments linked to an email in Zoho CRM could be clicked and opened directly from the email preview. Currently, the attachment names are displayed, but the experience of viewing them is unnecessarily limited. Users
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.
Metadata-Based Automatic Conflict Resolution for Duplicate CRM Records
Hi Zoho CRM Team, Zoho CRM already detects duplicate records and supports merging them. However, when duplicate records contain conflicting field values, users still need to manually decide which value should be retained. I suggest exploring a Conflict
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
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
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
Check out in Meetings
Why there is no check out in Meetings of Zoho CRM, very difficult to track Moderation Update: Meeting Check-out is in our roadmap and is currently in the development analysis phase. Development is yet to start, and we'll post an update here once it
Zoho Marketing Automation Cannot Sync Lookiup Fields
Hello all, It seems that Zoho MA cannot sync Lookup fields from the CRM. Can you confirm if this is the case? Is there a workaround? Do you know if Campaigns can sync with custom modules and also with Lookup field in the CRM? Thank you!
Feature request - pin or flag note
Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important
Allow Reauthorizing CRM Connections Without Revoking First
Currently, when a Zoho CRM connection needs to be reauthorized or authorized with another account, we first have to revoke the existing authorization and then authorize it again. This creates a gap where the connection is unavailable, and any functions,
Track All Emails from Company Domain
For our business model, it's almost impossible to keep track of all emails sent to clients, under the way ZohoCRM currently tracks emails to customer records via the user account only. We'd like to see a way of tracking emails via domain only, separate
Previewing attachments in email composer (Zoho CRM)
When I am sending an email from a contact's record, when I am in the compose email screen, if I add an attachment to the email, I cannot then click on the attachment to view it to see if it is in fact the correct attachment before sending. In Outlook
Subforms and automation
If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM
Sync workdrive feature inside ZohoCRM
Hi, I'm exploring the new workdrive/ZohoCRM connector released by Zoho to replace the free extension workdriveforCRM which is decomissioned https://marketplace.zoho.com/app/crm/zoho-workdrive-for-zoho-crm I'm rather upset with this long awaited feature,
How to select from pricebook when creating a salesorder or quote
I am creating a sales order and when selecting the Products I do not see any where to select from pricebooks. How do i associate this to my orders?
Dashboard/Component filter by probability
Hi all Can I request the ability to add a Component or Dashboard filter for Deal Probability? Would be useful to be able to see data of deals more than 60% probable. Olly
Is there a way to show contact emails in the Account?
I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
Conditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help. Moderation update: Multi-select picklist fields are now supported in Layout Rules. Additionally, Layout Rules is now available in the Professional Edition. These updates have
Using IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
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
Custom module - change from autonumber to name
I fear I know the answer to this already, but thought I'd ask the question. I created a custom module and instead of having a name as being the primary field, I changed it to an auto-number. I didn't realise that all searches would only show this reference.
Zoho CRM Multi-select values not translated
Hello! I have some issue with translate custom multi-select fields in zoho CRM in other language. I download export file, but it has all my custom fields and picklist values exept multi-select fields picklist values. Please, help me to undestand, is
Automate pushing Zoho CRM backups into Zoho WorkDrive
Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
Backup to external location (Dropbox etc)
Dear Zoho Team, I've set the CRM Backup schedule to once a month, which when complete sends me an email. Of course I then need to manually login and download the file. Nice but VERY 20th century and relies on us humans not to fail. Can you please provide
Cloud backup for CRM
This is an idea / feature request for ability to periodically export CRM backup to an external cloud provider, similar to Zoho Vault: https://www.zoho.com/vault/data-backup.html Alternatively I would help being able to access manual data backup programatically
Mass Update of Lookup Fields not possible
Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
Multi-currency in Zoho CRM Forecast and Reports
As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales
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!
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,
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