Unable to Create New Contact from missed call
I have RingCentral integrated with CRM. When someone calls from a number that's not already in CRM I may want to add that number as a new contact. In the Calls module, when I click on a missed call, there is a + button next to the phone number. That bringsConversion: Lead to Custom Module
I need to convert my lead based on certain criteria to a module I created. But Contact and Company module are pre-selected in the workflow rule page. Is there a workaround for me to be able to select the module I want to convert to?CRM Mail-Sharing issue | Public sharing vs. defined sharing roles
Hi, While the issues surrounding mail-sharing rules have been discussed in this forum before, I couldn't quite find an answer to my specific problem and was hoping for input (and ideally a solution). For the sake of making my argument, lets use the followingWeekly Bug: Related Record Bug,
Hi Zoho, Weekly bug. As an admin, why I don't have authority to enter to a lookup module? It states it is an internal error. I reserved your developer for other issues at earliest 3 Mar..Formatting/Justifying Subforms in Canvas
Hi! This community has been so helpful! Hoping somebody can also help me with this Canvas design issue -- I don't see any option to customize the column width or justify the text in a Subform within Canvas? As you'll see attached, I have a "date" columnLite user for CRM
Is there a lite user for CRM? I currently have users on full CRM plus licenses to just go in and view things, they never edit anything and are maybe in Zoho a few minutes at a time, it just seems a super expensive license for little usageHow to customise the description of a lookup field
Hi everyone! I have a lookup field for "related Quote", when I open the popup it shows only the descriptions of the quotes, is there a way to add more attributes? I'd like to show "quote number + description" Thanks in advance!Copy a File Upload field from one module to another
We have a file upload field on a custom module named "Attachment". We want to use a Deludge function that copies this field and adds it to a file upload field on the Account module. The account level field is also called "Attachment". Here's a sampleAdding More Lookup Fields
I have a section where we look up suppliers and it pulls in 7-8 lines of information about them, them merges into a document. We can only look up 5. Is there a way to do this in Workflow? It looks like merged documents can't read Lookup fields.Email notification based on date fields
We record supplier's trade license and insurance expiry dates. I am trying to set up an email notification based on an Expiry Date reaching the today date. Workflow doesn't seem to do it as it only allows a selected date, not "today date". Anyone knowLet us reorder Email Template Folders
I have a lot of templates to add. Re-ordering templates and being able to change the module that they appear in is vital. I'm not looking forward to populating my templates and adding new ad-hoc templates when things change. It's going to look like anDynamic Filtering Based on Field-to-Field Comparison in Zoho CRM
Hi, I hope you're doing well. We would like to request a feature enhancement in Zoho CRM that allows filtering and mass updating records by dynamically comparing values between two fields within the same record, without needing to specify fixed values.Zoho’s Utter Neglect of Simple Fixes – No Font Size 11 in Emails? Seriously?
We have been using Zoho CRM, and while we appreciate many of its features, it is mind-blowing how they continue to ignore the most basic, industry-standard features that every other CRM has implemented years ago. Take this simple example: Zoho CRM doesCannot use a Zoho Form in CRM Email Template
I've created a Zoho form that has integration with Zoho CRM and is linked to a custom module. I know the form works as I have tested it. When I try and insert this Zoho Form in a button on a CRM email template set up with the same custom module I getCreate a task based a date field and a drop down to generate a next contact date.
I hope I can explain this right. My ecommerce business has a lot of regular customers who all purchase at different order frequencies. I'd like to set up a workflow based on the last date a customer has placed an order and set a task to contact a customer,KPI comparer nombre affaires ouvert entre deux périodes
Bonjour, Après beaucoup de réflexion, je n'arrive pas à trouver une solution à mon problème: j'aimerais pouvoir comparer le nombre d'affaires ouvertes (et aussi en fonction des étapes) entre plusieurs périodes. Par exemple, j'aimerais savoir combien j'aiSo poor customer service from Zoho
We've been customer of Zoho since 2017 and were currently experiencing some development growth and we've been needing support form you but, Have been unsuccessful doing so... I need you to guide me on how your customer service work, times, calls frequency,Canvas button for related record.
Hi I can see we can add button for each related record row. But seems it is not for related record button, as I cannot get the chosen related record id thru this button. Is it a bug or it is in canvas develop road map? We do have business request to choosewhatsapp notification is not triggered on workflow rules Zoho CRM
I create a checkbox field like this this field is used to store boolean value if a lead needs to be sent a Whatsapp template or not. I create a deluge function to make it selected or not. if a lead is created by Whatsapp (Business Messaging) at 6:00 PMTeam Inbox Email Insights
Hey Did anyone of you found out if it's possible todo email insights tracking eg. (open, clicked etc) while sending emails trough Team Inbox which is connected to Zoho CRM?Workflows User based or Organization based
Hey everyone If we setup a workflow with User X on the leads module for example will this workflow be working even when another user is working on the same lead as i do. Basically the question is are workflows organization wide or only user based? BZoho CRM Customization for Real Estate Agents?
Evaluating Zoho CRM for residential real estate sales and wanted to ask if anyone has been using this and how they like it? I'm comfortable making modifications to fields and modules but looking to get some insight on how people use the different modules. Leads, Contacts, Opportunities..... there seems like some overlap with these for a B2C model like residential real estate. Anyone walked this path before and can offer some tips?Importing data into subform
Hi, I have a multi-line field that I want to replace with a subform in my deal module (so that we can date individual entries in the future). I have exported the content from the multi-line field that I will be retiring, but how do I mass update the subformTracking Agent Diligence in Updating Records
Our organization mainly focus on B2B. While we've implemented automations like pushing info from web forms into CRM, we often get info from events and individual networks. The complete/updated info relies in the agents who directly interacts with them,Sheet View for Reports
We often need to filter our contacts in a way that is too complex for Custom Filters (which now allows filtering by Related Modules - amazing! - but doesn't allow for an *OR* relationship between the multiple filters) or Custom View (which does not yetOrganizational Emails Send through Email Relay Server
Hello, It would be great if the the Organizational Emails could send through the Email Relay Server as well. I often need to send email as someone else and since we use the GMail API option I have to use the organizational emails to do this. We use Postmark for our Email Relay Server to increase deliver-ability which is something that we have had issues with when sending everything through Zohos servers. Also with postmark there is no need for each organizational email to have its own credentialsClient Script Support for Layout Rule Pop Ups
In the following pop up which is created by a layout rule, we want to use a client script to calculate the following fields based on the first field. Unfortunately, this is not possible.Pipeline stages for product-led growth (PLG) subscription services
(Estagios de pipeline com foco em serviço digital por assinatura (PLG)) Dear colleagues, I am writing to request assistance with a significant challenge I am currently facing. I manage a digital service that operates on a subscription-based model. I amButton Display Conditions
Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a fieldDashboard Auto-refresh
Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: SupportLookup field of related entities
Hi everyone! Since every Deal can have multiple related Quotes, how can I add a field to Deals that allows the user to select one of those Quotes? The objective is to mark one of the Quotes as the "preferred" one. Thanks for your time!Syncing Deal Tags with Contact Tags
Hello, I'm new to Zoho CRM. We use the contacts section to store our quality leads / and past contacts. We obviously use the deals feature when working current deals. I'd like the deal tags and contact tags to automatically sync so the tags are the sameI am unable to delete products... I just get a popup "Sorry you cannot delete the product(s)".
Sorry you cannot delete the product(s) As the product(s) are involved in the inventory modules ( Quotes/Sales Order/Purchase Order/Invoice), it cannot be deleted. However these products do not seem to be mapped to any other module in the CRM....Redirect URL
Hello people, First of all, I don`t know what to put in the field redirect URL. I believe it shouldn`t be the client domain, and the end point URL is not working as well. The endpoint used is https://www.zohoapis.eu/crm/v2/Leads. The whole https requestMove a Contact from Current Account to a NEW Account
I do not believe the functionality to Move a Contact from a Current Account to a New Account is not available. Please someone tell me I am missing something! I have been through designing, developing, using and selling CRM systems for over 25 years andSync interval less than 24H for zoho CRM contacts with google contacts!!!!!
We use mobile phone for calling and receiving calls, capturing incoming leads e.t.c. Actual data changes every minute of working day. For example - I create a contact for incoming call in ZOHO MOBILE CRM, and then I should call him in 15 minutes... This contact should appear in my mobile phonebook via google contacts. I see that zoho has native integration with Google contacts. BUT THE SYNC INTERVAL IS ONE DAY!!!! So I have no actual data on my fingertips... PLEASE, set interval for 5 minutes.Email Workflow
Hey Community, I hope someone here can help me out. I’ve been trying to figure out the best way to manage emails within Zoho CRM. From what I understand, Zoho CRM relies heavily on lead owners, who typically use either Zoho Mail or a connected serviceCustomer drilldown in VOC: Discover your customers behind chart values and act on them
Dear Customers, We hope you're well! The influence of AI is sprawling, and among the thousands of AI tools available in the market today, nearly half of them are built by businesses for businesses to augment customer experience. By and large, customerView Full List button for Related Lists
Hi Zoho Team, When their are more than 10 records in a related list, it can become difficult to work with that data. Especially if there are multiple pages. I've noticed when using widgets on the Home screen, it's possible to click and see a full listPull Price Book and Product info in a single report
i want to be able to produce price books for my engineers. If i could produce a report with the retail price as an option that would be great. This seems to be an old issue to please what are the plans. Moderation Update (16th Feb 2024): The option toNext Page
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Create Canvas list view templates from images powered by Zia
Currently available for all paid editions of Zoho CRM in the US, EU, IN, JP & CN DCs. Designing a personalized CRM interface just got even easier. In today’s fast-evolving digital landscape, AI is transforming the way we work by automating complex tasksCreate 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 coupleGood 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 activitiesNew Enhancements in Wizards
Dear All, Wizards help you break a long form into a series of smaller forms on different screens, making it less overwhelming. We are thrilled to introduce a couple of enhancements to wizards in Zoho CRM: Enhancements for conditional rules in WizardsMicrosoft Teams now available as an online meeting provider
Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings
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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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Good 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 activitiesPresenting 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 deliversCreate 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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