Cannot See Available Deal States in Zoho Blueprint
I am trying to create a blueprint to manage our sales pipeline and ensure data accuracy at each stage. I have already created a similar blueprint for handling leads. However, when I attempt to create the 'Deal Management' blueprint, the different stagesEnhancement in Zoho CRM: Introducing New Return Types for String Fields Based on Character Length
Dear Customers, We hope you’re well! In Zoho CRM, formula field with string return type is used in various scenarios where text is involved like concatenating customers’ first and last names, trimming characters from texts, performing find and replaceZoho CRM for email Outlook plugin - doesn't seems to work with shared mailbox
Hi, it looks like the plugin that do push email from Outlook to zCRM (Zoho CRM for email) doesn't work when using a shared mailbox. In outlook web, the plugin icon disappear, in outlook desktop, it gives me an error when I try to associate : EveryonePlease get rid of the extra space!!
Today when I went into Zoho, I find that all the lists (email templates, contact lists, etc.) now have a bunch of space inserted between EVERY LINE!! This is extremely annoying on two counts: 1) It's much harder to read! The eye has to alternate between line of text and white space, rather than being able to just go down a list focusing on text. 2) It requires so much SCROLLING. I can't see things all on one screen as before; I have to scroll, scroll, scroll to get through the list. This is aHow to make file upload mandatory in blueprint transitions.
Hi, If you've added a custom File Upload field to a module layout, you may have noticed it doesn't appear under the "During" transition tab in Blueprints. Here is a quick workaround to require documents before moving to the next stage: Go to Setup > Processi wnant to upload txt file in zoho crm and also want zoho crm read that txt table and also fetch that table and gives the txt values in table form .
for double side layer (here is two types drills) pth=plated and npth=non plated for pth drill the formula is fin dia=drill dia -0.15 for npth drill the formula is fin dia=drill dia -0.05 for single side layer (only one type drill here) fin dia =drillTransform your line of items into line items: ICR can now record your table values as subform values
Enhancement in Zoho CRM Dear Customers, We hope you're well! Zia Vision’s ICR capability can now recognize, extract, and store tabulated values in your subforms. An ideal example is a university application form. It has printed fields and handwrittenHow to customize X/Y-Axis labels in CRM Chart Reports?
Hi, While exploring custom chart reports in Zoho CRM, I’ve hit a roadblock trying to change the names of the X-Axis and Y-Axis labels. They appear completely locked as the default values. Zoho seems to hardcode these labels to match the exact field namesCustom 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 ifCan 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! ThanksCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageHow to export Subform Data from a record?
How can we export the subform data from a record? Currently we can import data, but I found no way to export data from one record I need a simple button to export the current subform data to an excel file, why can we import subform data but cannot exportSubform 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 userIntroducing Workqueue: your all-in-one view to manage daily work
Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales[For info] As CRM administrators its important to be aware that potentially sensitive business logic & operational parameters are available via unauthenticated URLs
There are a collection of files within Zoho CRM that COULD contain potentially sensitive commercial parameters and logic in them, and that can be accessed without authentication. This includes the CRM Data Model, Custom Picklist values, Custom Role /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 campoFull Address - autocompleting and Splitting
Guys, We are strongly considering moving to Zoho CRM /Zoho One from Pipedrive - but I have a few questions. Maybe someone here can help out. One of the things that works very well and quick in Pipedrive is entering addresses. 1. You add the entire address as a single string. 2. Google autocomplete kicks in so you can select the address from a list of matches (this also ensures the data is entered consistently) 3. On saving, the individual fields address, city, state, country etc are automaticallyFormat phone number
Hello! How can I fix format for phone number input in ZOHO CRM (I need 71234567890)? I integrated Asterisk in ZOHO CRM and when my manager is entering phone number in other format (for example 7-123-456-78-90) clients is not identify in ZOHO CRM. BecauseZia Agents in Zoho CRM: a better way to set up digital employees
Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) andHow 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 greatlySpecific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified
I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if thatNew UI - Color Preference Not Saving Permanently
Small, not very urgent problem I'd like to share regarding the new UI theme color. I've changed my theme preference to the default blue color around 20 times by now. It always reverts to a green color theme. I've followed the instructions of changingZoho Wont Login
Can anyone tell me why my password stops logging in all the time? Is it a ploy to make you change your password? I have to use OTP all the time. I dont want to change passwords all the time. Over the last couple of years I've found myself using Zoho (asCollapsible 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.Minor enhancements in Zoho CRM Dashboards: drill-down for Funnels, flexible Duration settings, and more
Dashboards in Zoho CRM help you visualize data across modules, track performance, and make informed decisions. Components like charts, KPIs, and funnels bring together key metrics in a single view, making it easier to spot trends and take action. OverGet a realistic picture of your revenue with Forecast Adjustments in Zoho CRM
#crm25q1 Dear Customers, We hope you're doing well! Today, we're here with an important enhancement for business decision makers: forecast adjustments. Let's get straight to it! With technology on the rise and CX at its core, businesses are constantlySide-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 recordsHow to add line breaks in formula with Concat?
I am trying to combine different fields with a formula field, but want to add line breaks. I.e. the current code looks like: Concat(${Contacts.Company_Name}, ' ' ,${Contacts.First_Name}, ' ' ,${Contacts.Last_Name}) And the result should be: John DoeZoho CRM's revamped timeline view now extends to 3 years and support notes, filters, and email statuses
Editions: All DCs: All Release plan: These enhancements are being rolled out to customers in a phased manner. They will be available to most organizations by the end of May. For organizations with huge volumes of data, they will be available by the endZoho CRM Kiosk Upload Files
Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"Which Zoho CRM tasks would you want an AI assistant to handle?
I’ve started delegating my Zoho CRM work to AI – and many tasks now take me half the time. It has been so useful that we’re now working to make it available to everyone. Instead of clicking through records and tabs, I simply describe what needs to be100 Rows in a Subform is too limited
We have a custom Module in CRM called Price Sheets, when we get a PO from a client we add the items from the PO to it and then check with our vendors for pricing and add our margin etc And after it is complete we have setup custom scripts to create aMake 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 forMulti-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. ThereRemove "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 individualApprove records efficiently: Useful enhancements to My Jobs module and Approval process in Zoho CRM
Dear Customers, As you might know, approval process is a process automation tool that allows you to automate approvals in your organization and My Jobs is where you approve requests from a single point of view. Here's how you'd go about it: You’d addWhat is Workqueue and how to hide it?
Hi， My CRM suddenly have this "Workqueue", may I ask how to set the permission of this tab?Next Page
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All new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview
Hello everyone, Availability: This feature is now available for all users. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built to guide our teams through form-filling by showing the right information to theEnhancements related to emails
Dear All, We hope you're well! We talked about the new email configuration in our previous announcement. In line with that, we're here with a few enhancements related to emails in Zoho CRM to improve how users view their emails and attachments from withinTrigger Workflow Rules from subform row actions
Hello all, Previously, workflow rules could only be configured at the module level, which meant subform data had to be tracked and managed manually. With this update, workflow rules can now be triggered directly by actions within subform rows, givingIntroducing spam detection for webforms: An additional layer of protection to keep your Zoho CRM clean and secure
Greetings all, One of the most highly anticipated feature launches—Spam Detection in webforms—has finally arrived! Webforms are a vital tool for record generation, but they're also vulnerable to submissions from unauthenticated or malicious sources, which
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Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions
Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performanceApproval Process configuration is now more flexible and fully customizable
Hello everyone! Approval Process is back with a better user experience that makes it easier to add rules to your processes. This enhancement includes some UI updates that help you create highly structured approval stages—and more. Let's look at the enhancements[For info] As CRM administrators its important to be aware that potentially sensitive business logic & operational parameters are available via unauthenticated URLs
There are a collection of files within Zoho CRM that COULD contain potentially sensitive commercial parameters and logic in them, and that can be accessed without authentication. This includes the CRM Data Model, Custom Picklist values, Custom Role /Trigger Workflow Rules from subform row actions
Hello all, Previously, workflow rules could only be configured at the module level, which meant subform data had to be tracked and managed manually. With this update, workflow rules can now be triggered directly by actions within subform rows, givingCustom Calendar View for a Custom Module in Zoho CRM
Hello everyone, I’m looking to create a calendar view (monthly grid, similar to Google Calendar) for a custom module in Zoho CRM, based on a date field within that module. The goal is to have a highly customized visual layout — colors depending on the
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Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions
Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performanceEnhancement in Zoho CRM: Introducing New Return Types for String Fields Based on Character Length
Dear Customers, We hope you’re well! In Zoho CRM, formula field with string return type is used in various scenarios where text is involved like concatenating customers’ first and last names, trimming characters from texts, performing find and replaceTransform your line of items into line items: ICR can now record your table values as subform values
Enhancement in Zoho CRM Dear Customers, We hope you're well! Zia Vision’s ICR capability can now recognize, extract, and store tabulated values in your subforms. An ideal example is a university application form. It has printed fields and handwrittenApprove records efficiently: Useful enhancements to My Jobs module and Approval process in Zoho CRM
Dear Customers, As you might know, approval process is a process automation tool that allows you to automate approvals in your organization and My Jobs is where you approve requests from a single point of view. Here's how you'd go about it: You’d addEnhancement announcement: Mitigate mailbox clutter using the new field: "Sync emails from"
Dear Customers, We hope you're well! We are here with a minor enhancement in email integration in Zoho CRM. Emails have become the primary mode of communication these days. Because of which mailboxes are getting overly cluttered day after day. To help
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