Changes in the new UI of the record details page
Hello everyone, We released a new UI for the record details page early last month (March 11th, 2020) and are happy with the overwhelming response. A big thanks to everyone for your valuable feedback and suggestions. Based on those suggestions, we have introduced the following changes: The width of the Notes section has been increased. The width of the Description column in the Related List has been increased. Introduced appropriate colors to represent the closed won or closed lost deals. TheApproval Process not triggering for specific user
Hi there! I have a simple approval process set up and have confirmed that it is working for at least one of my team (I'm super admin). So, the process is set up correctly. However, for a specific user in my organization, the process doesn't trigger whenCustom Canvas Tabs
Hi Team Can you advise if there is a particular tab layout I need to be using in Canvas in order to have the numbers show on the tab ie for a new note it would show 1 as like with the standard view? The below is what I have: This is the desired outcShowing Amount Achieved Towards Target on Zoho CRM Dashboard
I thought I'd create this post to stick a flag in the ground. My requirement: To create a visual gauge/bar chart in my CRM Sales Team Dashboard so salespeople can see their progress towards their monthly/quarterly/annual targets. The problem: After severalReports for "current user"
<Note: Topic relocated from "Start a discussion" to "Ask a question". Former post deleted.> Is it possible to specify an advanced filter for "whoever is logged in", instead of having to pick a specific user? I want to create one report the can be used by all members, but will only show data that belongs to the person logged in. When setting up the report, I want to use an advanced filter that is something like "Lead owner" "is" "${CURRENTUSER}". So the generated report will be specific to the memberGlobal Subforms
Hey 👋🏼 We have a few subforms to calculate detailed offers for customers of car dealerships. These subforms are used in different modules and we need to create snapshots of them in different cases for documentation reasons. For example, an approvedAdd Subform Field based on Record Field
Hi All, I am struggling with finding a solution that can populate a subform field based on an existing field on the record. Use case is I have added Current Exchange Rate on a quote as a custom field, I then have a subform with Quoted items that includeWhere are scheduled emails stored?
After you schedule an email to go out through the CRM, how do you go about changing that scheduled email? Or even where can I see the list of emails scheduled to go out? They are not listed in my Zoho Mail account in Outbox which has been the only answerRich text support for Notes
Hi! Is there an opportunity to add Rich text field to Zoho CRM? We need a field that can save the HTML-formatted text in it. It's crucial for our business. Moderation Updates: The votes for supporting Rich Text for multi-line fields is captured in theNotes formatting
I see that I can format this idea proposal with bold, underlines , colors, and dot points even multi-level dot points However, I cannot do the same for notes in leads, contacts, potentials, etc. in CRM. This makes notes very difficult to read. PLEASELinking records from different modules
Hello, Is there a way to link customer call records from the 'Calls' module to specific account and contact records? I've realized that our customer meeting reports are linked to both the contact and the Account records, in related list fields but theClient Script: Any plans to add support for multi-select field with onChange
Client Script is fantastic and the documentation lists multiselect form fields as unsupported. Just wondering if there are any plans to make this a supported field. https://www.zoho.com/crm/developer/docs/client-script/client-script-events.html 2. FieldCRM Mail merge issues
How do you configure the page on mail merge, from ZCRM??. I have written a template and structured the filters. the print preview is on one page. I merge the document. The merge reformats and then the document formatting moves higher and higher until by page 5 you have two half letters!!! Very frustrating. Does anyone know if I need to insert a page break or how to correct /format this so it doesn't happen?? Help. LSales Tax Rates
Why is the Tax Customization feature limited to 2 decimal points? This issue has been mentioned several times over the last few years but it has not been changed. From a programming stand point, this should be relatively easy. Third decimal point capabilitiesCRM API v2 AdWords GCLID Parameter
Hi, I'm using AdWords Integration with Zoho CRM using a third party webform and can't manage to insert the "gclid" parameter via Zoho CRM API Leads endpoint (version 2). I already checked the following articles: 1. https://www.zoho.com/crm/help/google-adwords/configure.html#Third_Party 2. https://www.zoho.com/crm/help/api-diff/ Form submission works fine. On server side the gclid is correctly included in API request. The Lead is created successfully. All fields (system and custom) are populated correctlyMass email processes
Hello, I'm looking to send about 7k emails out. I have them in CSV format with most being people I have previously communicated with. My questions are: * What is the process for using Zoho to send this group of emails out utilizing Microsoft 365 ? I'mHow can I customize my sales pipeline in Zoho.com CRM ?
Hi to all intelligent community members I’m Namrata Hinduja Geneva, Switzerland, new member in Zoho.com and in this community. Please resolve my query - How can I customize my sales pipeline in Zoho.com CRM to track the progress of deals more effectively?How to Populate the Amount field of a Deal by subform's aggregate data
https://help.zoho.com/portal/community/topic/custom-function-25-%c2%a0populate-the-amount-field-of-a-deal-by-calculating-the-number-of-related-products-and-its-unit-price I'm trying to do an Deal amount update like this guide but I use a subform to calculate the product amount and price instead. Please help me writing the code. regardsan issue in Zoho CRM where the workflow rule is not triggering
H I’m currently facing an issue in Zoho CRM where the workflow rule is not triggering when a new lead is created through a webform. I’ve double-checked the criteria and field updates, everything seems fine but it still doesn’t fire. Has anyone faced thisFeature Request: Mass update selected Contacts to Accounts
I can't believe this isn't an ability already. It's a quick fix that would save hours of manual entry time. This looks like it had been requested 3-4 years ago with no answers from staff! Please add all contact fields into the "mass update" menu. YouAdding Today's Date into an email template
Is it possible to add today's date into an email template? Any help would be gratefully received.Add documents/uploaded files in Zoho CRM records that can be accessed by all team members?
Hi, I'm building out our small business' Zoho CRM implementation and are on a Zoho One plan. We do LED Lighting Projects for customers, and collect data like customer utility bill PDFs, and pictures of existing lighting that we want to keep in one centralizedOrganization API: code 403 "Crm_Implied_Api_Access" error for "https://www.zohoapis.com/crm/v2/org"
Hello. I've developed an add-on that allows clients to synchronize data from Zoho CRM with the Google Spreadsheet. I am using the OAUTH2 protocol, so clients will have to authenticate into their Zoho account, and Zoho will send back to the app an access token which will be used to get data. Currently, there are about 100 clients, and everything works smoothly. Today I've found that a guy who could become a new client was not able to to get his organization data, because the application receivingIntroducing the Eventbrite extension for Zoho CRM
Hello Zoho CRM community, Are you struggling to keep your event registrations and attendance data organized across multiple platforms? Managing this information manually can be a frustrating and time-consuming task, and mistakes can easily occur, makingDeactivate Zoho CRM for everyone
We would like to deactivate Zoho CRM for everyone. How can we do that?Can I embed Zoho Project in Zoho CRM Record Detailed View
Hello all, We use Zoho Projects a lot. The integration of Projects with Accounts and Deals only is great, but very limiting to our needs. Is it possible to either: add a project to related lists to custom modules - similar to how it is automatically addedworkflow field update will Not triggering another workflow rule
I have a Workflow rule that is supposed to get triggered when a field is modified to certain value. This field is actually the lead status and when the lead status changes to "Client Not Responding" . I have a series of emails that go out to re-engageCritical Feature Gaps Between Zoho Books and Zoho Finance Module in CRM
We are extensively using Zoho Finance Module in our organization because of The Record Sharing feature provided by CRM something thats not possible in Books, we are able to limit what Sales Orders, Purchase Orders, Estimates an employee can see basedUser 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 whereHave you checked your Email headers for DKIM Failure?
Have you taken a look at your email headers for DKIM failures even with DKIM set up properly? I've had DKIM successfully set up for many months. My account currently shows Email Verified and Authenticated. Big green check marks. Email Relay is also showingWizard Form
I would like the option to create a wizard that works when you create a record and contacts that are already in the CRM captured with a web 2 lead form (field data inserted in to the wizard). Having the option to create up to 3/4 segments per screenZoho CRM Developer Series - Queries
Hey everyone! We’re excited to invite you to our next Zoho CRM Developer Series focused on Zoho CRM Queries, happening on June 5, 2025 and June 26, 2025. Whether you're working on CRM customizations, integrating with third-party services, or just curiousCan Clients have Access to their record Attachments in Client Portal
Is there a way to have allow clients access to attachments in their client portal? Attachments is currently hidden in the client portal and I cannot find a way to allow client access. Thank you!Canvas: how can I edit theme?
This says "Theme Colours", and I would like to edit theme colors (and styles ala CSS). How can I edit these "Theme Colours"? I'm a software developer, so just point me in a direction where I can alter code if needed.CRM For Everyone - Bring Back Settings Tile View
I've been using CRM for Everyone since it was in early access and I just can't stand the single list settings menu down the left-hand side. It takes so much longer to find the setting I need. Please give users the option to make the old sytle tile viewHow to change the module for contact sync from Accounts to Accounts & their Contacts?
Hi, My ZOHO CRM integration is broken and pushing the errors for sales orders and invoices, the error message is: "The customer associated to this record is not linked to module chosen in the current contact sync configuration." So, Now I'm trying toVOIP integration
I emailed this question to rishi but never got a response. I notice when I mouse over phone number it has a link to launch into SKYPE. We dont use SKYPE we use Xlite SIP client. Is it possible to change that link to launch our client API? If so how? If not any plans to make that VOIP integration customizable?Is it possible to set create deal checked by default when converting a lead?
In our company whenever a lead is converted we make a deal. It is a pain to have to check the box every time. I would prefer if it was just a default behavior and the box wasn't even there. But it would be fine if the box could be checked by default.Poor Search Results on Zoho CRM
The search on Zoho CRM is quite poor. Salesforce has now published a new search, when will get this on Zoho? https://help.salesforce.com/s/articleView?id=data.c360_a_hybridsearch_index.htm&type=5Getting error while while deleting from Activities Object
I am trying hit this endpoint: - DELETE https://www.zohoapis.in/crm/v2.1/Activities?ids=725820000001141076%2C725820000001143056 HTTP/1.1 But getting the below error: - {"code":"INVALID_REQUEST_METHOD","details":{},"message":"The http request method typeNext Page
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Zoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everythingHow to restrict user/portal user change canvas view
Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
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Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on theCan I execute two 'functions' when completing a mail merge from CRM?
Hi, I have set up a mail merge from CRM Deals to a template. I want a copy of this to be saved in Workdrive, and then a copy also saved back into the deal record from which the merge occurred. I can do both independent of each other, and managed to get
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Update : Zoho CRM For Everyone's Nextgen Interface gets an upgrade! Hello everyone, We’ve updated the Zoho CRM for Everyone Nextgen interface based on your feedback. The UI is now simpler with a unified sidebar, a more visible global search and featuresGood news! Calendar in Zoho CRM gets a face lift
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