sending mails via workflows with own email address instead of notifications@zohocrm.eu
Hello, I suspect that this question has already been asked (sorry), but I couldn't find a clear answer. when I send emails to crm-contacts/leads via workflows, the sender is: notifications@zohocrm.eu this is of course not nice. especially since our ownZoho mail and CRM sync?
I just started using the CRM email add-on (currently using the free version of CRM, I paid for email). I hope I am just not seeing some things; I have several questions: 1. WHERE and HOW can I sync CRM "Contacts" with email "Contacts" - the usefulnessHow to merge duplicate products?
merge duplicate productsCRM Mail Merge fields
When we have a lot of requests for quotes, we use the mail merge function to quotes we have produced. It all works well but we have one thing we need that isn't showing up in the mail merge template. In our Quotes module we have selected to show productShare dashboard created in CRM with external parties
Hi all I created a dashboard in Zoho CRM and want to share it with an external party that is not included in our Zoho organisation. How can I do this? Many thanks!Zoho's Webhook Service Generates "SSL Handshake Error"
Zoho's Webhook service/agent is generating "SSL Handshake Error" and is not reaching our listening endpoints. This indicates that Zoho's Webhook agent is unable to recognise valid certificates on the listening application. The endpoint can be reachedURGENT: Vote Here to Fix the Terrible Hebrew Translation Once and For All! | דחוף: הצביעו כאן כדי לתקן את התרגום העברי הנוראי אחת ולתמיד
By the grace of G-D. Fellow Hebrew-speaking Zoho CRM Users, Have you noticed that Zoho has "updated" the Hebrew translation again? Somehow, they've managed to make it EVEN WORSE than before! Just when we'd finally memorized what each poorly translatedHow to Disable/Hide Send Email Button in Zoho CRM under Leads Module and Custom module?
I want to Hide Send Email Button in Zoho CRM under Leads Module and Custom Module.Reseller Partner Portal
Does anyone have a good solution for a reseller partner portal where they can manage leads, deals, and documents that would sync with Zoho? I can't seem to find any great options.Portal Default View
Hello! My company is about roll out portals for some users, but we were wondering if it was possible to set the Record Detail Page View to default to a custom view that we made. That way the information they need would be streamlined and easier to see.Emails sent via Zoho CRM not showing up on Reports
Usually when I send emails via Zoho CRM, I can see the total number for the day/week/month when viewing the reports. For some reason my emails this week are not all showing up there. When I go to the Lead/Contact I can see the emails there however. Ofhow to get the values from multipicklist field and check the field the have particular value selected in if condidition using client script
how to get the values from multipicklist field and check the field the have particular value selected in if condidition using client script. Data base region contain saudi means make all the address field mandatory .The code i have used not working FineHow to upload an image as a background in a Zoho CRM template
HI I cant upload an image as a background in in the Zoho CRM Template, under background is only possible to change the color.Can't add Zoho learn custom portal get users OAuth Scope
Hey I'm trying to create a connection from my CRM to Zoho Learn and use it to get the users of a custom portal in zoho learn. The OAuth scope required in the zoho learn api documentation https://www.zoho.com/learn/api/get-custom-portal-users.html doens'tZoho CRM Email Templates Stopped Working
Templates do not load for viewing or editing. Also sending email with API using a templates, results in an error.update Deals Stage/Pipeline if zoho forms filled out
Hello, I'm having a problem at the moment and would like to ask for your help. in the lead status “pre-qualification” i send an email through the blueprint with a zoho-forms form that the recipient has to fill out. it is then also converted to contact+deal.Suggesting enhance for criteria based data-sharing rules
I suggest that, for user fields, the logged-user system variable could be used. This would allow the user, for example, to access records in which he/she is mentioned in a specific field, other than the owner. Thanks! EduardoBeyond months: Zoho CRM now supports custom fiscal year formats
Hello (again) folks ! You can now set your CRM's fiscal year to follow the 4-5-4 calendar and other widely used 52-week fiscal year formats. Why this change? As you know, the fiscal year of an organization may not coincide with the Gregorian calendarthe original LEAD STATUS picklist with “open”, “not qualified” and “junk” vs. own pick list
hello, I have built a blueprint for lead processing, but used a separate “lead status field” for this. Now I have noticed that the zoho original “lead status” field in the pick list properties still has “open” and “not qualified” and “junk” as status.Waterfall component in Zoho CRM: Visualize how individual contributions build the result
Dear Customers, We recently introduced three new chart types — Sankey, Treemap, Cluster and Butterfly — to offer you fresh ways to visualize your CRM data and gain new perspectives. In line with that, we’re excited to bring you a new component—WaterfallCRM is shutdown again
Hi All client script is down. and unable to export any PDF from CRM. I try to upload a screenshot in this topic but fail. Thank you.Visualize your data with a new set of charts: Treemap, Butterfly, Sankey, and Cluster charts in Zoho CRM
Dear customers, When it comes to analytics, it's not just about the numbers; it's about understanding the story behind them. With that philosophy in mind, we’re excited to introduce a line of representations to the existing array of chart types in ZohoBoost collaboration in your sales process with Team Selling and Deal revenue's Split—empowering your Zoho CRM for smarter teamwork!
This feature has been released for a majority of users in all DCs. It will be released in a phased manner for the remaining users. Hello everyone, As you may all know, closing a deal is rarely a one-person effort. It often involves multiple teams - fromOne Event, multiple Contacts
There have been many postings over the years about including multiple Contacts on one Event. Example - one lunch meeting with 3 Contacts - the Prospect, a Consultant and an Analyst. And having the Event appear on all 3 Contacts' Completed Activities.Facing issue in getting data through api calls
I have send data of users and want to get the data oof users but facing issue with one field for that I want helpCall Transcription: Zia and RingCentral
Can I use telephony integration with RingCentral for call transcription/recording? In my CRM Setup > Zia > Communication > Call Transcription, if I try to enable it, it gives a warning "Please set up a telephony integration and then enable call recordingMass replace picklist value
I need to rename picklist option from "Option 1" to "Option 5". The value "Option 1" is set in about 1000 records in my CRM module. I am also using the that picklist in Reports and Workflows extensively. should I: A/ rename the option value and its referenceHow to stop workflow running twice on a record
Hi I have a workflow as below Trigger: Lead record is created/edited - Repeat this workflow whenever a lead is edited is NOT TICKED Condition: When Lead Stage is MQL Action: Reassign Lead, Create Task If the Lead goes into stage MQL, and then it changesCreate modules using natural language prompts
Hello all, We’ve introduced a new enhancement to Zia that allows you to create custom and team modules in Zoho CRM using plain language prompts. Why this enhancement? Creating a custom module traditionally involves multiple steps—choosing field types,Look up field and show or hide section based upon selection
Hi there, I am looking to show or hide a section within the opportunities module based on the value of the selection in the look-up field. This feature does not seem to be there Is there a workaround, and is this option coming in a future release? ThanksUsing lookup field in Formula field
I created the following formula field to get string output based on Lookup field values Lead and Account: if(${Communications.Lead}!='','Lead',if(${Communications.Account}!='','Account','Other')) The syntax seems correct, but I'm still getting an error.Error sending an email
Hi, I'm trying to send an automated email (receiver is always the same) via Deluge function. It was working perfectly, but yesterday the receiver's mailbox got full and started returning this error: { "data": [ { "code": "NOT_ALLOWED", "details": { "reason":Sending User-centric reports to all users
I would like to automate an e-mail report to all users that sends them a weekly e-mail listing their open Potentials. I've created a Report that uses the ${CURRENTUSER} criterion and scheduled the report to send to several users, but they all receiveView Reference Values in pick list field not showing
Dears, I want to create a custom field, type "Pick List", to define the language of a Lead. I want a pick list with some options value ("en", "fr", "de", etc.) and I want to display this options with a reference ("English" for "en", "Français" for "fr",Based onthe multipick list value want to Show in the pick list field
Based onthe multipick list value want to Show in the Single pick list field Database Region is multipick list if it contain Saudi and UAE then region pick list want to show Saudi and UAE Database Region is multipick list if it contain Saudi then regionTurn off/Disable Lead Approval
Is there a way to disable the need to approve leads? I thought there was but I can't find any reference to it in help, etc. We don't need an approval process for incoming leads at the moment. Thanks.web page becomes flickering after being made into WebTab
I create a webtab in Zoho CRM like this it uses this URL below: https://blueraycargo.id/kalkulator-berat-volume/ as you can see, if you open the bare URL then it will have no problem, but after it becomes a WebTab then it is flickering constatly. whatThe ability to show fields from subforms when viewing from related list
Hi there, Currently im only able to display default columns , however when im unable to add the columns/fields from the subform Ive created. below is a field called quantity from the subform. Im not able to search up this field from the manage columnPortal users send notifications to licensed usera
Is there a way for portal users to leave messages or notifications to licensed users?CRM email sync with 365 - app passwords
Hi We have synced users crm account with hosted 365 email accounts. 365 has MFA enforced across the tenant. Now encountering issues with 365 sync failing due to password errors after some time. Advised that will need to use app passwords from 365 in orderNext Page
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Availability: Open for all DCs. Editions: All Hello everyone, You can now achieve a seamless, brand-aligned portal experience with our enhanced configuration options and the new template view for inventory modules. Your clients will now be able to viewCreate 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 coupleCRM 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 storageAuto-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 toExciting Updates to the Kiosk Studio Feature in Zoho CRM!
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 powerful
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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 everythingAuto-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 toFrom 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 withCRM 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 storageZoho 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 to
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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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