Super Admin removal
I brought a sub, and I gave the Super admin rights to a person who is no longer with us, so I need to change, and I need to make myself the Super admin
Better Notes Commenting
Hi, I'd like to suggest better collaboration tools for NOTES. The current notes section for Accounts, Contacts and Deals is not ideally suitable for any degree of communication or collaboration. When responding to a note, there is no ability to leave
Add QUOTE OWNER profile image to a Quote Template
I can add their email address.. phone number, DOB. I need to add a users profile picture so when they assign a template to a quote they own it adds their picture to the cover page. I've tried hacking a solution together but there has to be an easier way.
Zoho CRM - Custom Views for Portal Users
I'm looking for an option to customise custom views for portal users in CRM. It would be great if "portal user" was a permission on custom views.
Zoho CRM button to download images from image upload field
Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not
when the record is created the tag want to Show as Opportunity how i achive this using Deluge Script
In the quotation i have the work flow schedule for create opportunity record in the module , on that time the quotation tag select as opportunity created. How i achive this using Deluge Script . this like i want to Do tag1 = Map(); tag1.put("name","Nurturing
Share saved filters between others
Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks
Deals by Stages Funnel not showing in correct order
Using the Stage-Probability Mapping for the Deals module we have created a steps our deals will pass through, RFQ, Closed/Lost, Declined/No-Go, Pricing, Submitted, Negotiations, Won. However when I view the Deal By Stages Funnel it does not show in the
Confirmation prompt before a custom button action is triggered
Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
How to create auto populate field based on custom module in Zoho CRM?
Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification
Change scheduling emails time
When sending an individual email there is a great feature to schedule them to send later. I could only use the one time that is suggested. Is there a way to select another time? Regards, Glenn
Zoho CRM: how can I control which contacts to sync with Outlook?
I was just playing around syncing contacts from Zoho to MS Outlook (MS365 account.) The problem is our firm has hundreds of thousands of contacts and I don't want to bury my contacts list in outlook. Any help with this is greatly appreciated.
How to overcome limitations in meetings
As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is the
Add a 'Log a Call' link to three dot icon in Canvas
Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and
Collaps Notes
There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note
Zoho Down
I have a drop in my Zoho One services.
India Tech Support
Is there no phone tech support number for India? And no chat facility either?
How to check Leads with no Task (open activity)
Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.
New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons
Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,
Feature Request: Ability to Set a Custom List View as Default for All Users
Dear Zoho CRM Support Team, We would like to request a new feature in Zoho CRM regarding List Views. Currently, each user has to manually select or favorite a custom list view in order to make it their default. However, as administrators, we would like
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
Client Script | Update - Client Script Support For Portals
Dear All! We are excited to announce the highly anticipated feature: Client Script support for Portals. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for all
Professional Plan not activated after payment
I purchased the Professional Plan for 11 users (Subscription ID: RPEU2000980748325) on 12 September 2025, and the payment has been successfully processed. However, even after more than 24 hours, my CRM account still shows “Upgrade” and behaves like a
Related Module in Sharing Rules
Zoho CRM team recently added the feature to filter records by Related Records It will be really beneficial if we can have this feature for Sharing Rules as well
Assignment Thresholds Resetting After Lead Conversion
Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automatically
Territory view for custom modules?
I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories: Contacts / Accounts / Opportunities These modules don't have territories: Buildings (custom module) and
Approval Process Comments
Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?
Is there a way to associate an email in ZOHO Main to a Vendor record in ZOHO CRM
My situation is as below, I have a vendor in ZOHO CRM lets say "Vend A" and an associated contact, "Cont A" If Cont A sends me an email using the email I've registered in the contact record the standard OOTB email sync will work. But the vendor has some
Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's
Sync CRM inventory data with Zoho Books
I just switched everything over to ZoHo books, but I am trying to find out why the CRM Estimates, Invoices, and Sales Orders created in ZoHo CRM are not then duplicated in ZoHo Books? I had Quickbooks before, and had to do everything twice, I thought
Sending emails from an outlook account
Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later
Struggling with stock management in Zoho CRM – is Zoho Inventory the solution?
My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modules
Simplified Call Logging
Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following
Is it possible to hide fields in a Subform?
Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the
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.
Is there any way to recall an email sent using Zoho CRM?
If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.
Problem with reports due to "Connected" items change - Yes this IS a problem
Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child items
Analytics for notes created
Is there a way I can see how many notes were created per day? Via reporting or analytics?
More controls for User Fields in CRM
Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certain
Calls to accounts rather than leads or contacts?
So..... We have a dilemma and I'm hoping someone has encountered this before and figured out a fix. We have just migrated to Zoho. It's great.....expect for how "Calls" are handled.... We are B2B. We do not use the leads module. A "Lead/Prospect" for
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