Gravity Forms plugin not passing some fields
I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. Everything was working file for about 6 months. Suddenly on Oct 1st, some of the fields are no longer getting passed to Zoho. The fields with the problemIntroducing 'Queries' In Zoho CRM
Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.Auto Copying an field from auto generated field in zoho crm
I have products module in zoho crm, in which i have Part Number which is auto generated whenever the new product is created, i have made another field by name "SKU Number" i want that value of "Part number" should be auto copied to "SKU Number" wheneverRelated Record Bug
Hi, Report a bug. Related record amount currency will display default currency (AUD) not the actual one (CNY). While if we click into the record and back, the currency will change to CNY (Correct). Then If we refresh browser, currency still show AUDCase assignment rules cannot be triggered when records are created manually???
I am new to Zoho, (Coming out of Salesforce) and I am shocked that Case assignment rules do not work for manually created cases. I think this is a basic need for a CRM and should be a functionality for Zohos native cases module. In Salesforce the CaseNew Module in Portals wont Edit
I created a new modular in the CRM and put a sub-form in it for costing projects. It opens in Portals, and Portals has the Edit option turned on, but it won't let me edit the module in Portals after saving. Anyone know why this would be happening?Is it possible to trigger an action to automatically create a Deal when an email sent to a contact is opened?
Long story short we use Deals module to handle leads as well so that's why I'm not asking to use leads module. I've been asked to find a way to automatically have a deal created when an email that's part of an email campaign is opened. So, when the emailMapping custom fields from one module to another
I have a custom field, "Subscription Period" that appears as a required field in every Opportunity (Potential). I want that field to appear on any Quotes derived from that Opportunity (and have created a custom field of the same name in Quotes for thatHow to associate email with record?
Is there a way in Deluge or with the API to associate an email to a custom module record? I'm using the v2.1 Send Email method so I have the message_id of the email but don't see a way to add that to the Emails section of the custom module record becauseThe dark mode in CRM is here!!!
Just by accident, I discovered that CRM now has the dark mode! I'm sooooo stoked! I tried so hard with various dark-mode Chrome extensions to make the huge database that I'm staring at all day look easier on the eye! Some work ok, but there were alwaysCustom CRM to close task when lead lost
Hello, I am currently trying to create a workflow rule to close the tasks still opens of the lost leads. I tried the workflowrule and update the field but it does not work because they come from 2 different modules (task and lead). So I tried to writeDeluge Script In CRM To Deal With More Than 200 Records
Hi, I have a Deluge script, which works perfectly. We have a custom field in the Campaigns module called Total_Raised which looks at the Donation_Amount field in the custom module, Donations. The idea is to sum up the total of all donation amounts. However,Email Behavior in CRM
At what level can you see recipient behavior when sending emails from Zoho CRM? We thought there was a way to see what links were clicked, how many opens, etc but can't seem to find that info now.Auto select template when "Send Email" button selected?
I have created a template for Contacts, and I want to have that template auto open whenever the Send Email" button selected on a Contacts page. I know how to do this in Salesforce so I assume in Zoho it would require a custom button on the Contacts pageZoho Kiosk - Products module
I am creating a kiosk to build a new product. The Create Record method does not have the Products module as a choice. What is the procedure to get the Products module into this list?Forms to CRM - is there a better way of doing this?
Good afternoon, We currently have an onboarding form for our new landlords and i'm struggling to understand the best way of getting the data from the form into the various modules in our CRM system. The process is as follows: 1. Prospective landlord isConnecting Physical Phones to Zoho
Hey everyone, I work for a phone and internet company that's looking to integrate our phones with Zoho. We have physical phones and a softphone that is connected to it Currently our only goal is click-to-dial I've looked through the documentation of PhoneBridge,Updated Search Bar Will Not Go Away
After searching, the bar results will not go away, and there is no "X" bar to close the results. We've tried refreshing, logging in and out, clearing cookies, and using a different browser. When this happens, we're unable to use the software, which isCreate and embed custom capabilities across CRM with Kiosk, our latest low-code tool
[6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. As a result, the old help doc linksEffortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensiveUpdated Search Bar Will Not Go Away
After searching, the bar results will not go away, and there is no "X" bar to close the results. We've tried refreshing, logging in and out, clearing cookies, and using a different browser. When this happens, we're unable to use the software, which isNeed Custom Function to fetch files from file Upload field in Zoho CRM
Hi Community Members, I have stored some files in file upload field in deals module I need a custom function to fetch the files from file upload field and attach into most recent note Please refer to the attached imageCustomizable Spacing Between / Below Columns in Zoho CRM Templates
Hello, We would like to request an enhancement to Zoho CRM’s template editor. Currently, when creating a new template (in our case, an Inventory Template for generating a Quote PDF), we have the ability to add spacers and control their exact size. However,display each individual salesperson target
Hi there, I want to be able to display each individual salesperson's target on their own dashboard. Currently it is setup that it shows the whole sales department target, which is why i want it to display each individual person's target so that when theIs it possible to link one note to multiple companies?
If I have a note that talks about a relationship between two companies in my CRM, is it possible to associate that note to both companies or do I have to make a copy of the note and link the copy to the second company?Allow Using All Variables Multiple Times in Templates
Hi, We would like to request an enhancement to the template creation feature in Zoho CRM. Currently, some variables can only be used once per template. For example, when creating a quote template, the item quantity variable can only be added once. IfZoom Phone SMS Integration
Requesting Zoom SMS capabilities to be integrated by Zoho CRM to capture a related SMS conversation logged to the lead, contact etc..External View Access for Agencies
Good afternoon! We work with recruitment agencies who send us leads to onboard. The onboarding process takes 1-3 days typically. One of our issues is that the agencies are always asking for updates on their registration status. This is so often it's becomeCase Email
We want to send a case closure email by using email template, but we cant see any send email button in cases detail. i mean how to use case email template .. and how to send emails for cases.. for case created, closed etc. Email template do have case columns, but from where could we send the email for a particular case, I am not able to figure out. Zoho cant have this basic error. there should be a solultion for it.INCORRECT - Please disregard - Zoho CRM Connector - Breaking on February 17th
Hello, We use Blackbaud and it's Blackbaud for Outlook add-in. They sent a message regarding a pending Microsoft change that affects add-ins. I'm receiving Error Getting Identity Token within the Blackbaud for Outlook Add-In The linked Microsoft articleExperience sharing - creating quick prototypes to align understanding
Curious to hear from developers in this community - How do you create a prototype of Zoho CRM customised changes quickly with little coding so that you can validate your idea and requirements with stakeholders? The latest method I have found still requiresBar Charts in Zoho CRM
Hello, We are using the Analytics section in Zoho CRM (not Zoho Analytics). We created two bar charts using a workaround with LinkMatch: each time we send a message to a lead/contact on LinkedIn (not on Sales Navigator but the “normal” LinkedIn”), a newHelp with filtering Contacts from Accounts based on third module
Community I need some advice. There a small thing that is a big stone in our shoe. So we have three modules Accounts, Contacts, Assets. They are connected Asset > Account Contact > Account I want to email all Contacts from Accounts that have Asset. RightWhatsApp phone number migration
Hi @Gowri V and @Pheranda Nongpiur, Thanks for implementing the promised enhancements to the integration between Zoho CRM and WhatsApp. The previous discussion has been locked, so I'm opening this new one. I am copying below a specificPossible to disable "Quick Create" option for new record creation?
Is there a way to disable the "Quick Create" option for creating new records? Some of my layouts are heavily reliant on conditional layout rules and these don't work when in the "Quick Create" mode. It's very annoying and confusing for the end users toManage Approvals like Never Before: More Control and Flexibility in your Approval Processes
Hello Everyone, We hope you are doing well! We are here with exciting enhancements to the approval process of Zoho CRM. The updates provide greater flexibility, transparency, and control over record approvals, empowering you to ensure the right data entersHow to Check if the Access Token is expired?
Hi Zoho CRM Team, I want to ask if there is a way or if there is an API to check if the access token is already expired. This is to avoid having several active access tokens. I really appreciate any help you can provide. :)Mass Update a Lookup Field
How is it after 10 years this still hasn't been implemented? I have 2,000 records that require a lookup field updating and I can't possibly do it manually one-by-one...!Relation name issue with getRelatedRecords
Hi, I'm puzzled because of the following. I have custom modules Participants (CustomModule5) and Departures (CustomModule1): a Contact can be a Participant in multiple Departures. Participants used to be called Passengers; it was renamed to ParticipantsProduct Registrations via Zoho CRM
Hello, I would like to have a public page, where users can enter product registration details. This needs to be many-to-one (registrations-to-contact). I tried the CaseToWeb Form. It adds a Contact and Case, which is fantastic. However, it will only let me add a few details on the Contact such as Name, Phone, Email. I also need the ability to add address, city, state, zip fields. Has anyone tried this before? Thanks, BrianNext Page
Access your files securely from anywhere
New to Zoho Recruit?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
Presenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversZoho CRM Community Digest November 2025 | Part 1
Hello Everyone! Here’s what came through in the first half of November: new updates and a few helpful community discussions with real, notable solutions. Product Updates: Android App Update: Inctroducing Swipe Actions You can now swipe left or right onAuto-Invite Users to Portals in Zoho CRM based on Conditions
Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users toRich Text For Notes in Zoho CRM
Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By usingExciting Updates to the Kiosk Studio Feature in Zoho CRM!
Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
Most Discussed Topics
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
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 withUsing a CRM Client Script Button to create a Books Invoice
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
Zoho Developer Community
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
Presenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
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
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesCreate and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standardKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.
Top Contributors
Ishwarya SG
Sunderjan Siddharth
Haiku Technical Support
Emma
Kava Li