Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later
I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful
Enhancement 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 replace
Zoho CRM upload files error
Since today, we have been experiencing issues with uploading photos to opportunities. The message indicates that the storage is full, but as far as I can see, there is still plenty of space available. Could there be an issue or a bug?
Please Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps
Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realize
Introducing Custom Columns in Forecasts in Zoho CRM
Hello all, Forecasts in Zoho CRM help sales representatives, managers, and business stakeholders evaluate performance and plan future sales activities. While standard metrics such as Target, Achieved Amount, and Pipeline Amount provide a baseline view,
is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
Vorrei disdire l'abbonamento
Vorrei disdire l'abbonamento, ma non trovo il modo. Mi assistete?
Associate Zoho Project with Deal that is in a specific stage?
Hi there, When a deal hits a certain stage, I'd like to associate it with an pre-exisiting zoho project? I am using blueprints. Using a custom function and deluge, how could I do this? I was thinking that the easiest option would be the modify the pre-made
Client Script Button in Related List become invalid
Hi, I am the admin of our organization. And I setup a client script button in related list to raise payment refund request While this button become non selectable recently. I believe there is something wrong from zoho as this button had run for a year.
Accepting Event from Outlook Client
I've noticed this behavior for a few years now. If an Event is created from CRM and sent to participants and the participant accepts the invitation using Outlook client, Zoho event won't be updated as "Going" it only works if the recipient accepts it
Canvas Detail View Related List Sorting
Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?
Switch between multiple LLMs instantly for tailored Zia experiences
Availability Editions: Professional , Enterprise, Ultimate , CRMPlus , ZohoOne Release Plan: Available for all DCs Hello everyone, Previously, the multi-LLM feature supported only one LLM at a time for Zia Record Assistant, which restricted users' flexibility
Zia Emails Summary: Instant context from past emails
Hello all, Reading all of the past emails associated with a specific record can be tedious, which in turn makes it difficult to understand the context quickly, as these messages often include irrelevant details that waste time. This is true for everyone
Kiosk waiting for completion breaks previous field updates from occurring, yet timeline of record show changes
hi 1) I set to statuses on a Get record . 2) Next i run a function and capture the result i.e. wait for completion 3) Then a Screen The record's timeline show the status changes. Yet the record has not changed. I can repeat this. I had another route in
Zoho Projects Coming to CRM Teamspaces
Availability: The US DC Standard Edition is now available. It will be rolled out to customer accounts in all DCs in phased manner. Hello all, You are probably already familiar with Teamspaces, the dedicated workspaces where teams organize the CRM modules
Custom Display Field for Lookup Dropdowns in Zoho CRM
Could Zoho CRM support changing the display field in lookup dropdowns, like Zoho Creator does? This would make it much easier to select the right record by showing a more useful field instead of only the default one. It would improve speed, clarity, and
Create custom field in multiple modules
I am trying to create some custom fields that will be in both leads and contacts module without having to create them separately and then mapping them. How is that performed? it is too time-consuming to create 20+ fields and then do the same thing in a different module when they carry the same info. The idea is that when we get a lead from web site, there are items that we capture and once that lead is a client and moved to Contacts, that info should come over. So trying to find an easy way to create
Subform 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 user
Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?
We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that
Experience effortless record management in CRM For Everyone with the all-new Grid View!
Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
Automate pushing Zoho CRM backups into Zoho WorkDrive
Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
Native QuickBooks integration for Zoho CRM: Connecting sales and finance
Updated on July 7th, 2026: You can now download Quotes, Invoices, and Purchase Orders as PDF files directly from Zoho CRM, eliminating the need to switch to QuickBooks. Learn more. Greetings, I hope all of you are doing well. We're excited to announce
Unable to mass update a specific field
Hi there, I want to mass update a field on zoho crm but im not able to as it doesnt show up. procurement list is a lookup field
Best practice for tracking the sending of samples or catalogues
Hi, My company sells leather and fabric for interiors- sofas, chairs, curtains etc. Our clients are all interior designers, architects or furniture manufacturers. What is the best way to track what samples/catalogues we have sent? If the project is fairly certain, for example, for a specific hotel renovation, then we'll track this as an opportunity, as the project has a definite date, budget and is sure to happen (we may of course lose the project, but we want to bid for it). If the designer just
Delete Tags - Maximum for Module
Hello, I have just received the message that I have reached the maximum tags for a module. We'd like to consolidate tags so some deletion is required. Can you please advise how we can do this? Thanks / Stephanie
Folders for CRM Dashboards
Implement ability to create folders to store dashboards within. Example useful for case such as individual sales persons dashboards grouped by year into folders.
Is there a way to add custom fields to Company Details?
Hi Zoho community, I'd like to store a bunch of custom related values (eg registration date, paid up capital etc) in CRM. Please note I'm talking about my own company not clients. I dont want to pollute Account module with irrelevant fields since i want
BUG: Related List Buttons with Client Script action now erroring
There appears to have been a bug introduced over the last few days with Related List buttons that invoke a Client Script action. Button configuration: Configured Client Script: Results: The default loader is presented at the top of the page, and an error
List of Contacts/Leads with Scheduled email
Hi, I was wondering if there is way to derive a list of contacts/leads for whom emails have been scheduled in Zoho CRM Can we use filter for this? If yes then which and How? Regards, Karan
Set Custom Icon for Custom Modules in new Zoho CRM UI
Using Another Field Value for Workflow Field Update
I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but I would like the new value to actually be taken from a DIFFERENT Field's on the Lead record (vs just defining some static value..) Is this possible? Could I simply use
Having the possibility to filter by Caller ID & Dialled Number on Workflow - Calls module
When creating a Workflow in Zoho CRM related to the Calls module, we can't filter with some fields (like Caller_ID & Dialled_Number). So to perform any action based on these fields we need to do it with a custom function that will use more CPU usage and
Mass Update not trigger workflows
Hi, I have performed a mass update of all records in a custom module using a custom view. I have a dummy checkbox on my module that I turn on or off - hoping to trigger all the new workflows that have been created for that module. However, no workflows
Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation
Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses
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
Rename system-defined labels in Zoho CRM
Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited from
How to refresh data in real time
I have question, 1. If I make some update for a record thru widget, how to reflect the changes without refresh page? 2. If I made some update for a record thru function, how to reflect the changes without refresh page?
Important update: Zoho Analytics handling for CRM Ultimate customers
Dear Customers, As part of our value maximizing efforts, Customers choosing our Ultimate plan were getting Zoho Analytics, our advanced data analytics software in Premium edition at free of cost. This premium edition Analytics that comes with Zoho CRM’s
Zoho CRM Circuits in Sandbox
Is it possible for Zoho CRM Circuits to be available in Sandbox?
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