Best sales insights for target accounts?
Question for all the sales power-users out there: I would like to gain insights from Zoho CRM for a rotating list of target accounts. Each Outside Salesperson has 5 target accounts, and they can change these targets quarterly with management approval.
Cadence not stopping on reply (in some cases) – anyone else?
Hi everyone, we’ve noticed that in a few cases, Cadences don’t stop even though the contact replied (setting “stop on reply” is active). It works fine most of the time, but occasionally the reply is visible in CRM without stopping the Cadence. Our assumption
What is the difference between workflows, journeys, and blueprints?
I semi-understand what they are individually but they all say they can be used to automate processes in your CRM. What makes these three different? What are the benefits and cons of using each?
Multiple Blueprints on different fields at the same time.
It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract
Need to make a specific canvas my default view for contacts
Need to make a specific canvas my default view for contacts How do I do it?
Zia flags the deal as at risk - but leaves my customers figuring out the rest themselves
I implement Zoho for many businesses. Team sizes vary, some clients have 3 reps, some have 40. But I keep hearing the same complaint across all of them and I figured it's worth raising here. Zia's deal scoring has genuinely improved over the past year.
How do we change system field names?
I found some very old discussions, but looking for more recent. Very confused on mapping the addresses correctly, due to different names for some reason between. for example: leads: city, state, zip etc... as normal contacts: Mailing adddress & Other
Adding Multiple Products (Package) to a Quote
I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't
ZOHO CRM User management or role
I need guidance regarding Zoho CRM licensing and user management. I want to purchase one Zoho CRM license and create multiple team users under the same account with the following hierarchy: Super Admin User Manager User Executive Users (with limited access)
Conditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help.
Deactivate Zoho CRM for everyone
We would like to deactivate Zoho CRM for everyone. How can we do that?
How do you paginate in schedule function
How does someone paginate in schedule function in deluge is there an ideal way to do this apart from hardcoding max pages
Search through email contents
Is there a way to search through the email history of a lead? Meaning if among the 50 emails to a lead about different topics I want to find all the ones with the word "pizza" in the body of the email, is that possible? Thanks for your help, Hanan
Rich Text Type Format for Notes Field
Has it been discussed or is there a way to insert a table in the notes field? We sometimes receive information in a table format, and it would be beneficial to have it in the same format as a note on a record. Moderation Update (12-May-26): We are working
Consolidate your workflows and be more productive - Introducing Multiple Conditions in Workflow Rules
Workflow rules in Zoho CRM helps you automate your routine tasks and save time. Usually, while creating a workflow rule, you'd provide the basic details of the rule, specify when the rule should be triggered and associate set of actions to be executed whenever the rule criteria is met. And you’d create a new workflow rule for every new automation that you required. Not anymore! You can now combine multiple conditions and the corresponding actions to follow in a single workflow rule. Let’s look at
How has Zoho still not resolved Daylight Savings Time?
According to these forums Zoho has been working on DST for 12 years. Totally unacceptable. Am I missing something? Why are other customers who observe DST not screaming for this to be fixed? Are there reasonable workarounds? This is a must-have for
Introducing SlyteUI : From Idea to a Working Interface in Minutes
SlyteUI is now live across all DCs as of 4th May 2026! Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming
Kaizen #241: Automating Deal risk escalation using Workflow APIs, Connected Workflows, and Functions
Hello everyone! Welcome to another Kaizen week. In many organizations, sales teams work in Zoho CRM, finance teams manage invoices in Zoho Books, and support teams handle customer issues in Zoho Desk. Now consider this scenario: A sales representative
Sort or filter CRM report by count value
Hi there, I'm trying to create a report that will show me high frequency bookings (leads) coming through within a time period for any particular account - this is so we can proactively reach out to these accounts. I have a report that shows the information
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
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
Map Dependency Upgrades in Zoho CRM
Map Dependency Fields enhancements are available in CA, SA, JP, CN, UAE, AU and EU DCs. Latest update: Also available in IN and US DCs. Hello everyone, We’ve introduced a set of enhancements to Map Dependency Fields to make setup simpler, faster, and
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.
Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
Create static subforms in Zoho CRM: streamline data entry with pre-defined values
Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
Office365(outlook emails) Zoho CRM integration
Hi guys We're looking to buy Zoho CRM and are currently trialling. I'm working from a MacBook fyi. I've so spent 3 hours on live chat today with Zoho as we couldn't get the two to integrate properly, even with the plug in installed but finally managed
Automatically set the default VAT percentage on a quote
Every time I create a quote, I have to manually adjust the VAT and activate the checkbox for 21%. But all of our quotes include 21% VAT. So now occasionally, it happens that the checkbox is forgotten, and the customer receives an incorrect quote (without
Don't understand INVALID_REQUEST_METHOD when I try to post up an attachment
When I make the POST request (using python requests.post() for files): https://www.zohoapis.com/crm/v8/Calls/***************01/Attachments I get this response: r:{ "code": "INVALID_REQUEST_METHOD", "details": {}, "message": "The http request method type
Quotes - Freehand line items - zoho crm
Hi, In the zoho crm quotes module is it possible to add line items that are freehand typed? We have a business need to use the quotes module but the product nams/description, quantity, price, etc. needs to be freely typed rather than from a defined list
Multi-column sorting
Is multi-column sorting a planned feature for CRM? We are needing to sort by one column and then subsort by another column. I am just wondering if there is a planned feature that will allow this?
Clearing Fields using MACROS?
How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.
Need Assistance on Redirect URL or Button Based on Deal Stage
Hello, I’ve developed a custom application and would like to achieve the following scenario: When a deal is moved to the Billing stage, an automatic trigger should execute and redirect to a URL that includes deal details such as Deal Name and Deal Owner.
Account name not populating when importing contacts
When importing a csv file to add contacts the account name is blank? Every other filed gets mapped and imported correctly, i.e contact name, phone number. However not the account name which I have mapped to "company" field in my csv file
Control who sees Timeline and Interactions in Zoho CRM through Profiles
The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing Operations
Zoho CRM - Restrict Login based on work hours
Hi there, I'm wondering if we can restrict users to login during works - For example the users would be able to login from 8am to 5pm. I have seen the IP address restriction - the only downfall is what if the customer has dynamic IP. thanks Jiri
ZDK.Client.showConfirmation() and showAlert() silently fail on Boolean/checkbox field onChange - anyone else?
Hi community, I've been trying to show a message pop-up when a checkbox field is ticked. I'm using the onChange event on the Opporutnities create page. function onChange(value) { if (value === true) { ZDK.Client.showMessage( "Note: Message goes here.",
CRM Timeline History Permissions ?
Hello, I am curious about this. in Zoho CRM on the Timeline Tab everyone knows that it displays the history of edits and such for that particular Lead record. What if I wanted to Hide some of the History Events from CRM Users? For example, I have a workflow
Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?
We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?
Zoho CRM Community Digest - March 2026 | Part 2
Hello Everyone! The second half of March 2026 arrived with a wave of announcements, from AI becoming more intuitive to security authorization protocols getting tighter, and a few community threads that quietly solved problems a lot of you have likely
How to install Widget in inventory module
Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
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