Unable to add a pick list field to a standard layout.
Adding a picklist filed this morning to any module causes a grey/unresponsive screen. Inspecting the web console shows a javascript error.
Introducing Color Coding of Picklist Values
Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.
Save filter support now available for portal users
Hello all, CRM users have long had the option to save frequently used filters in their module views, so they can switch between filtered views without re-applying criteria every time. Portal users, however, didn’t have this option. Each time a portal
Zoho CRM Sandbox now supports integrations
Hello everyone, We are now expanding Zoho CRM Sandbox to support integrations with other Zoho products. You can connect, configure, and validate the behavior of your integrated tools within a safe, isolated environment - testing end-to-end without touching
Batch Emails in CRM Plus without using a template?
Hi guys. Is it possible to send the same email to multiple people at the same time within CRM Plus without using an email template? At the moment we create a custom view in Contacts to display the people that we need. We then click the boxes on the left,
Drive Zoho CRM adoption and usage through our native integration with Zoho DAP
You chose Zoho CRM for its depth: its powerful automation, its rich analytics, and its extensive customizability. But there's a hidden last mile in every rollout: the gap between the software's capabilities and your team's daily execution. When new hires
Archiving Contacts
How do I archive a list of contacts, or individual contacts?
Allow native Webhooks to authenticate via Connections
Allow native Webhooks to authenticate via Connections (Basic Auth) instead of plaintext custom headers Summary Please allow native Webhooks (Workflow Rules > Instant Actions > Webhooks) to authenticate against the destination endpoint using the existing
Button or Links order
Is there a way to re-order the buttons or links that are created? Moderation Update: With our recent enhancement to custom button creation from the layout editor, administrators can now reorder custom buttons directly from the layout editor, and this
Automatically calculate and include tax on quotes
I've recently been VAT registered and now need to include VAT on my quotes. I have been able to set the tax label and amount but still need to click the tax link and select the tax I wish to include before it appears on the quote. Does anyone know of
seller productivity: zcalendar + zmeeting + zcrm
Hello, As many zCRM users, I handle a lot of online meetings - many of them using my zMeeting subscription. Althought you guys say there is an integration between zCRM and zCalendar, the fact is that is poorly designed, built and incomplete. Integration
Default Reminder for tasks set to Pop-up instead of email
Try to save a click every time we create a task we want it to default to pop-up instead of email. Also default is to have reminder unchecked anyway to change so reminder is checked and method is pop-up default instead of email? Attached picture. Thanks,
Building a per-contact activity timeline (form submissions, account rollups, emails/proposals) — best approach?
Hello, We're a B2B market research/consulting firm that recently migrated our CRM/forms/marketing stack from HubSpot to Zoho One (CRM + Forms + Campaigns + SalesIQ). Current setup: - Zoho Forms integrated with CRM: contact-style forms create Leads. -
You do not have sufficient permissions to perform this operation. Contact your administrator.
When I attempt to log a call I initiate the +New Call and Start Calling and I click Answered Call in the popup dialog box that follows. Any attempt to save or close this dialog box results in "You do not have sufficient permissions to perform this operation. Contact your administrator." The only way I can get the popup to disappear is to refresh the page and it will go away. I have found others reporting this issue when they attempt to run reports. Any suggestions? Thank you in advance for taking
CRM's import feature has been revamped
Hello folks, We've refreshed the import feature. You can now manage large, complex imports, particularly those with related data, more easily, with fewer steps and fewer errors. This has been released for all users in all DCs. Here are the details: We've
Business Day Logic Update: More Accurate Scheduling for Your Workflows
Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable
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
Kiosk Webinar Series - Basics, What's New, and Agents in Kiosk!
Your multi-step processes usually involves actions your users perform, data they fill and access, and even actions that need to be automated. To perform those processes, users often have to switch between multiple tabs, search for information across fields,
How come the 'Modified Lead' field doesn't change when I add a note to the record?
I need to search records by 'modified time' field data. It seems to me that when I add a note to the record that it should reset the time stamp of the 'modified time' field data. Can you make it so?
BUG: If you put "Blueprint" at the top of Workqueue, tab switching leads to long loading and no display
Open Activities view.
I really like the new views for the open and closed activities inside the deals. But when you are in the tab view instead of the column view you can only complete and edit the open activity there isn't the 3 dot option to be able to delete the activ
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 Andrew
Validation Rule Not Working for Mandatory Field in Zoho Blueprint
As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they stated
Zoho Finance Limitations 2.0 #15: You can't filter any Sales Orders by their SubStatus in CRM or Analytics.
All our sales orders move through various stages and it's nice when you can filter by open orders in "50% Building" or "100% - Built" however this is not possible in CRM finance. It's a basic feature within native CRM using a picklist. My go to was Analytics,
Issues with completing calls using ZohoCRM and RingCentral
My company has been a multi year customer. We have always used RingCentral for making our sales calls. In a normal call, we are presented a green button next to the phone number of either a company or contact we want to call. Lately, after a few calls,
Zoho CRM APIs
Hello, I think as a developer, it is very important to have the ability to manage, develop, and execute functions directly from my local development environment (for example, VS Code). Zoho CRM should have a way to create, deploy, and manage functions
Create 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,
Cookies Consent Management in Webforms
Hello Everyone! We are excited to introduce Cookie Consent Management for webforms. Read on to learn more. Webforms are online forms embedded on websites that allow users to submit data and create records in Zoho CRM. These forms utilize cookies to track
Best sales insights for target accounts?
Question for all the sales power-users out there: I would like to gain insights from Zoho CRM for a rotating list of target accounts. Each Outside Salesperson has 5 target accounts, and they can change these targets quarterly with management approval.
How to preserve Lead Creation Date, UTM parameters, and custom fields during Lead Conversion?
We are optimizing our MQL journey. When converting leads to contacts/deals, we need to ensure that the original system Lead Creation Date and UTM tracking parameters (Source, Medium, Campaign) are not lost or archived, as our teams require them for accurate
Custom Button Creation from Layout Editor in Zoho CRM
Hello All, Buttons in Zoho CRM act as triggers that perform a specific action when clicked. Zoho CRM includes a set of system buttons that help you carry out common actions with a single click. Beyond these, your organization can create custom buttons
Zoho Advanced Analytics with Team Module support – Now includes teams, notes, and fields in reports & insights
Greetings all, Advanced Analytics is now accessible via Zoho CRM's team modules, which means you can add team modules—plus their notes and fields—for inclusion in reports, insights, and other analytical functions. Alongside the standard and custom modules
Zoho CRM gets a new email compose and lot more
Dear Customers, [UPDATE October 21, 2021: We have started opening these features to some of the customers already. And, it will be available to all the customers before November 2nd Week, 2021. Sorry for the delay caused] [UPDATE February 21, 2022:
Connecting a contact with the deal + Emails not showing up under Deals
Hello. I have two problems. Im not sure if the problem is due to level of my subscription - Im on Proffessional plan. 1. I have a JotForm connected with ZohoCRM which automatically creates a contact and a new deal based on form submission. That is done
Enhancement 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
Blueprint - Mandatory file upload field
Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can we
Completed Calls don't associate with Scheduled Calls
I schedule calls at specific times so that they are easily viewable on my phone. I open a given call on my phone and use the call icon at the bottom of the screen. I complete the call and select "yes" when asked if I want to log the call. I enter the
Related List Expanded View in Zoho CRM: see more related records at a glance, filter and take bulk actions
Hello everyone! Related lists show you the records connected to what you're working on: contacts under an account, activities tied to a deal, products linked to a quote. But until now, you could only see 10 records at a time. If you needed to filter results
How to automatically update a % field according to a dropdown field in the Quote table
Hello there, I have following couples: Success % Status 0% NP 30% No Feedback 50% PR 80% Opp. Concreta 100% A I would like the Success % field (percent) to automatically update based on the item of the Status field (dropdown). The fields are within the
Canvas View: Add font family selection (incl. Google Fonts / Hebrew & RTL fonts)
Hi Zoho CRM team, The Canvas design suite (List View, Tile View, Table View and Record Detail) currently allows customizing font weight, size, color, alignment and case - but there is no option to choose the font family. All text is rendered in the built-in
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