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,
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.
Kiosk Page Refresh
We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
Side-panel “Quick Preview & Edit” for Deals and Tasks (Web)
Hi all, I’d like to submit a feature request to improve record navigation and data entry speed in Zoho CRM. NOTE: This feature exists on Pipedrive, HubSpot, and Bigin by Zoho. Requested Feature: Add a side-panel / slide-in “quick preview” for records
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,
Make Rich Text fields available in Canva Print Views
Everything is on the title. I don't really understand why this is not already possible as Rich Text Fields are available in Canva Detailed Views for example.
Change Last Name to not required in Leads
I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
Multi-currency and Products
One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There
Remove "Subject" as a required field on quotations
Not sure why, but Zoho has made 'Subject' a system defined required field. I'm not entirely sure why subject would be required as a key field (i.e. you cannot deactivate it or change it from required). It doesn't make much sense on many product quotations,
BCC Drop Box Centralisation
Hi Team, For the last few years, I have had a question related to the Zoho CRM BCC Dropbox feature. Although BCC Dropbox is very useful for tracking customer email communication, I have always wondered why its configuration is managed at the individual
Zoho CRM Approval Process based on Field Update
Hello, In current structure, Zoho CRM send records to approval based on record creation and edit. I think, it should be to set approval process trigger based on any field update in record. When the user update any field, the record can assign to approval
Price Book in foreign currency
We have many customers who buy in foreign currency (USD), where our base currency is our local currency (AUD). It would be normal (it is in Zoho Books, Zoho Inventory etc.) to assign a currency to a price book, but I cannot find this option in Zoho CRM
Set Custom Icon for Custom Modules in new Zoho CRM UI
Add a Parameter to the ZOHO CRM Deluge sendmail to denote priority (defaulting to normal if unspecified)
Hello! There is a similar thread for Creator out there that is 2 years old, but I'd like to raise it in the ZOHO CRM category as well. Would you kindly update the existing Deluge sendmail function to allow a priority parameter? The parameter should allow
is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
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
Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
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