How to prevent users from editing mail merge templates from Zoho crm
We want users to use public mail merge templates. They should not be able to edit templates but only preview data merge and send emails. We did prohibit "manage mail merge template" in the user profile. But they can still edit the template in the zohoTrying to trigger email notification based on rollup summary field
Hi there, I'm trying to trigger an email notification via Workflow Rules wherever the rollup summary field "Total Shipments" goes from empty to not empty. However this field is not available from the picklist of options in the Workflow rule. Can anyonezia data enrichment - switch to webamigo Extension
Hello, I have so far used data enrichment via Zia. Now I have installed the Webamigo extension to expand personal data. Unfortunately, nothing has changed after the installation; are there any additional steps needed to switch from the previous methodExport Timeline
With the new Timeline features, it would be really helpful to have the option to export a timeline. When handling customer complaints, having the full breakdown of everything that happens on a module is great but we usually have to send this to anotherInteractions Tab in Zoho CRM: A 360° Omnichannel View of Every Customer Touchpoint
Hello Everyone, Hope you are well! We are here today with yet another announcement in our series for the revamped Zoho CRM. Today, we introduce Interactions Tab a new way to view all customer interactions from one place inside your CRM account. CustomersRequest for Subform Styling Feature in Zoho CRM Canvas
Dear Zoho CRM Team, We have observed that in the Zoho CRM Canvas view, it is currently not possible to set presets or manage the styles of subform fields. Additionally, the ability to edit subform data directly within the Canvas view appears to be limitedIF Statement in Zoho CRM Formula Field
Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destinationQuotes Module - import data
Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?How to Print the Data Model Zoho CRM
I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks AndrewCisco Webex Calling Intergration
Hi Guys, Our organisation is looking at a move from Salesforce to Zoho. We have found there is no support for Cisco Webex Calling however? Is there a way to enable this or are there any apps which can provide this? Thanks!Migration of Mails from Pipedrive
Hi, so far the migration from Pipedrive to ZOHO works pretty good. For full completeness of the migration we miss all the mails linked to Deals, Contacts, Customers, ... What possibilities do we have to have Pipedrive fully migrated to ZOHO? Best Regards,Send emails directly via Cases module
Greetings all, The ability to send emails from the Cases module, which users have been eagerly anticipating, is now available, just like in the other modules. In Zoho CRM, Cases is a module specifically designed for managing support tickets. If your organizationDeleting Salutation Field
We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields' Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen. Please can you advise how to get rid of this. Screen shots can be provided if needed. Thank you TashaZoho Voice VS in Zoho CRM for logging calls
I don't understand the differences between logging calls in Zoho Voice VS in Zoho CRM. Why the 2 separate platforms? Seems confusingAdding Sub-Forms to Merge Documents
I am setting up a Mail Merge, which includes sub-form table data. I've done it before but now I am having issues: 1. The headings don't show. I had to enter these manually 2. The table lines are separated. I want them together. Anyone know how to fixCalculate Number of Days Between Two Dates
Can someone help me with how to create a field using the formula function to calculate the number of dates between a campaign start date and end date? The closest I have gotten is using the "Datecomp" function but it gives you the dates in minutes, ratherZoholics Europe 2025: Unlocking the Power of Zoho CRM : A Hands-On Workshop
Why should you attend? At Zoholics Europe 2025, Zoho’s official user conference, you’ll have the opportunity to connect directly with experts and explore powerful tools that help businesses elevate customer experiences. Be sure to attend one of the mostError: "The conversation window has expired." on WhatsApp
Hello, I would like to know why this error appears in the messages within WhatsApp from the CRM: "The conversation window has expired." The question arises because a potential client sent us a message at 11:00 PM and we are responding the next day atClient Script Quality of Life Improvements #1
Since I'm doing quite a bit of client scripting, I wanted to advise the Zoho Dev teams about some items I have found in client script that could be improved upon. A lot of these are minor, but I feel are important none-the-less. Show Error on SubformExchange Rate Updates
Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!Assign multiple vendors to the same product
Guys, My business often purchase the same product from several vendors (based on price and availability). Is it possible to assign more than one vendor to the same product? I saw this same question in this forum, from some time ago. Is this feature available or, at least, in Zoho's roadmap? If not, is there any trick to solve my problem? Without this feature, I simply cannot manage my company's inventory, limiting very much the use of Zoho CRM. Waiting for your reply. Leonardo Kuba Sao Paulo / BrazilBenchmark for Using Mail Merge in Service Order Scopes
Hello, I was wondering if Zoho CRM has a benchmark or best practices for utilizing Mail Merge in service order scopes. Specifically, I'm looking for guidance on how to effectively integrate this feature for creating and managing service orders, especiallyCompany Name not pre-populating when using Quick Create: Contact
Hi Devs, This has bugged me for a long time, and it's a simple UX design change to solve it. Problem: Users creating Contacts not linked to Companies/Accounts Cause: When a user creates an Opportunity where after browsing the Contacts they realise theyMulti Module Lookup Fields
🎯 Use Case: In many custom implementations, especially those involving financial tracking, service operations, or project-based work, a single record (e.g. an invoice or bill) often relates to one of several different modules — but only one at a time.Unable To Enable Google Calendar Sync
Hi Folks, I am unable to enable google calendar sync. I get Internal Error, Problem Occurred Internally. Screenshot attached. How do I solve this?Export to Zoho CRM Not Triggering Workflow Rules
Hello, I have set up an automated export from DataPrep to Leads in CRM but none of my Workflow Rules are triggering once the leads are created. The Timeline history is completely empty in every lead. How can I fix this issue? Do I need to set up a ScheduleLayout Rules / Quick create
Hello, is there a way to create a layout rule for quick create option? Regards, KatarzynaZoho CRM Multi-select values not translated
Hello! I have some issue with translate custom multi-select fields in zoho CRM in other language. I download export file, but it has all my custom fields and picklist values exept multi-select fields picklist values. Please, help me to undestand, isGet instant summaries of your notes with the help of Zia
Hello all, We've added a simple yet powerful feature to Zoho CRM that we're excited for you to try: Zia Notes Summary. It's designed to make the daily lives of a CRM user a bit easier by giving you quick summaries of your CRM notes. Whether it's a glanceHas anyone implemented a ""switch"" to redirect emails in production for testing?
Hi everyone, In our production Zoho CRM we have a fairly complex setup with multiple Blueprints and Deluge functions that send emails automatically — to managers and internal staff — triggered by workflows. We’re looking for a way to *test changes safely*,Dashboards / Home Page - Logged In User
Lots of the dashboards that we use reference the Logged In User. We also set up Home Pages for specific roles, where the Logged In User is referenced within the custom view. As an admin, that means that these views are often blank when customizing andSet a lead as non-marketing if they opt out of email marketing
I'm gathering Lead data via an enquiry form and wish to give them the option to opt out of marketing emails (which we send from Marketing Automation) whilst retaining the ability to send them non-marketing emails - so the email opt-out field doesn't work.Set up multiple IMAP email addresses
Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domainCreating a work order for dispatch
We currently uses ZOHO for CRM and Intuit Field Service for creating Work orders and dispatching. This is causing double entry and is not efficient use of time. I would like to use ZOHO for all customer related activities so can you tell me if you can : Create a work order that we could manipulate to meet our needs. Also if you could then dispatch that would be ideal. Thank youHow to automatically schedule a meeting After Blueprint Transition
As part of our sales process, we require a technician to go to the customer's site and perform an installation prior to advancing to the next stage of the blueprint. So this will require (a) scheduling a meeting for the technician to visit the customer's site and (b) a reminder phone call the day before the scheduled meeting. As I'm designing the Deal Blueprint, I see that I can automatically add a Task to the deal, but I can't add a Meeting or a Call. What am I missing? There seem to be 3 typesExport option in Contacts is missing
Hello - I've been clicking around Zoho all morning trying to find the export option. It formerly was in the right hand corner, above the search box, but now I don't see it. I've looked everywhere - Am I missing it somehow? I've attached a screenshot.Receiving too many Spam Leads. Why?
I am receiving so many junk leads from web forms created by zoho's platform. The junk queries are increasing day by day and are affecting our business. I am continuously following up with zoho team from the past one year but not getting any satisfactoryZoho Reports Not Grouping from Subforms
I have created reports from a subform. We have a budget from a standard field, and the bills added to a subform. I've summarised the bills in a field. In edit mode, the bills are joined per supplier, which is what we want. But then it converts and separates/duplicates"In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."
@Dr Saurabh Joshi @Haiku Technical Support @Ishwarya SG @Sparrow Hill President @Hugh Marshall "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."Create Encrypted Zoho Forms URL for SMS Pre-Population forms using zfcrm_entity=
Hello Zoho Forms Community and Zoho Team, I’m trying to send a Zoho Forms URL via SMS with pre-populated CRM contact data, inspired by a post from four years ago by GlennP (https://help.zoho.com/portal/en/community/topic/passing-the-crm). Our form isNext Page
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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 powerfulAuto-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 toCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesAll new Address Field in Zoho CRM: maintain structured and accurate address inputs
The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest updateGain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
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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 everythingFrom 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 withAuto-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 toZoho Flow Credits
Hi , I would like to ask the reason why every time I added plus credit but few days later I will return back to default? (as below I add credit to 3000 but today It change back to 1000) Most important is, when the credit fully used, not any reminder toCan 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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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 deliversGood 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 standardIn-person ZUG Meetups for Real Estate Professionals - US Q1 2026
The Real Estate Zoho User Group is going on a multi-city, in-person meetup tour across the US, and we’d love to see you there! These meetups are a great opportunity to: Connect with fellow real estate professionals using Zoho Share challenges and discoverNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
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