Zoho CRM for Email Plugin for Outlook not working
Since my latest Office 365 update my plugin for outlook is not loading, continuously spins "Processing please wait...". Does anyone else have this issue?Unable to Find “Marketing Attribution” in Zoho CRM Setup
Hi everyone, I’m trying to set up Marketing Attribution in Zoho CRM, but I’m having trouble locating the option. All the guides I’ve found say to go to Setup → Customization → Marketing Attribution, but I don’t see “Marketing Attribution” anywhere inFAQs on Approval Process - Post your Questions
Dear All, Greetings! Approval process allows to validate records and streamline the process across organization to ensure a systematic approach. To resolve your probable queries, we are constantly gathering relevant FAQs and publishing them to addressSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company existsSubform - Width
HI So we have product subform on our deals so the sales guys can keep track of what product they are putting in. I have been asked so many times if I can expand the width of the 1st "column" so they can see the full description rather than having to click"Else" in all automated actions in Zoho
Hi here, We have an important database and we need an email follow-up for each Lead or Contact created. My problem here is we have multiple follow up emails for every type of contact/lead, i created a workflow but i cannot find a good solution to coverAuto numbering phone call module
For some reason, I cannot add a auto-numbering field to my phone calls module. To the best of my recollection, this is the only module where this is not an option. Is this something that is being addressed or is there a workaround?Set Custom Fields when Creating a Workflow Task
When creating a Task by a Workflow or a Blueprint Transition, there is no option to set Custom Fields that exist on the Task Layout unless they are marked as required fields. I know there is a workaround to create the task by custom function but havingClient Script - onSave event doesn't take Mandatory fields into Consideration
I have several mandatory fields setup in a module, and I am using the onSave Event in Client Script to invoke a custom connection Now the problem is, the onSave event is executed even if there's an error such as Missing Mandatory Fields or ValidationSchedule a meeting
Hi, I want to schedule a meeting with you to discuss more about Zoho Api and I want to create a CRM for our company using Zoho. Can you tell me about your availability? Thanks, VladCanvas Font Color bug
I set white color in canvas view, but some of our user said it will show black font... I cannot reproduce this bug....Is Zoho CRM able to do this?
Hi, I am looking at a new option of CRM for the company I work for and I am specifically looking into Zoho which seems to be a powerful tool (with Zoho One) but there are things we’d like to be sure we can do. 1. I understand that if I import contacts,Zoho CRM Customer Portal Pricing Question
Hello, I am trying to find out about the pricing for a portal that will be used for the contacts and a custom module. My client needs to use a customer portal for 15k users that will display the contact details and some informations to a linked customStyling for Subform Fields using client script
Currently we can add styles to list and detail page for fields using .addstyle in the Client Script But that is missing for fields of Subform We would really like the feature to addstyle for subforms in the detail page Can you please consider adding it,Why a limitation of 10 items in the 'During Transition' of a blueprint?
I want the transition owner to add some values for specific field while performing the 'During transition' button. However, I want them to fill out 12 fields, but I'm not able to save the blueprint because there is a limitation of 10 items. Why is thisCannot manually remove leads from a cadence
Hello, I've been trying for a long time now but cannot find the list of associated leads with a cadence and manually remove any leads from a cadence, please help!how to check if a date/time is before today using deluge function?
I have a Date/Time field like this how to check if a date is before 24th february 2025? I expect a boolean result using deluge functionSubsections for organizing Data more structured
We have a car calculation section. It consists of Discount (4 fields), Price (5 fields) and Price after Discount (3 fields). We would like to separate these fields with subsections, since the section itself with all the fields is really cluttered.Achieve multi-level record prioritization with multiple Kanban views per module
Dear all, We're happy to announce the introduction of a new capability within Zoho CRM: creating multiple Kanban views within a single module (depending on your edition). As you may already know, the Kanban view in Zoho CRM is a card-based view that displays"Send Email" button for Quotes module
I'm honestly surprised this is missing for such an important module. The Quotes module absolutely needs the "Send Email" button so you can send quotes to a client. I've tried the mail merge option and the other "Send Email" option hidden in the settings,Limit number of records in Related list
Hi There Is there a way to limit number of records in Related list? ex. we can only issue 5 proposals per account. Any chance this can be done via settings or other ways? Thanks MannyPerform mail-merge operations in Zoho CRM right from your iPad and Android tablet web browsers too!
Dear All, Greetings! Writer's recent update offers unrestricted access to all its features via the web browsers of iPad and Android tablets as well. This in turn makes it possible to perform all mail-merge related operations from Zoho CRM, even fromAutomating Follow-up Email After Call Ends – Best Approach?
Hey Everyone, I want to set up an automated follow-up email that gets sent to a client right after a call ends in Zoho CRM. I checked workflow automation, but I’m not sure if there’s a direct way to trigger an email based on call completion. Has anyoneAdjusting the company logo size within an email template - how?
We try to use the company logo that we have in Zoho CRM in our standard emails from Zoho CRM. The Logo however is very "large" and as such looks to large if we just use the code: " ${companyLogo}" What would the code be to resize the logo above in theClose a task without tagging it as completed
Hey everyone, I have a question which is bothering me for a while now. In our custom contact's record detail page view layout, we have a related list with all the open tasks for this specific contact (the system-defined one). A task can be 'completed'Cannot set Subform Multiline field to read-only using Client Script
I am using client script to set different subform fields as read-only It works for Single Line Fields, but when I try to set a Multiline field as Read-only it doesn't work var subform = ZDK.Page.getSubform("Subform_1"); var item_Code_old = subform.getField('Item_Code_Old').setReadOnly(true);Can I trigger workflow rules only on weekend and certain hour?
I want to trigger a workflow rules on the leads created between saturday 5 pm to sunday 5 pm. can I do that? i have tried to search but I cant find option something like that. is there any workaround to solve this?Merge Fields in Email Templates using Custom Object Data
I'm struggling with the following: MyCustomData has fields "serial number", "site ID", "chip number" Contact Has-a MyCustomData Account has-a MyCustomerData I want to email all contacts, or account contacts using an email template but I want to referenceLinking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?Cannot receive Mobile Verification
I cannot receive any mobile verification since today.Report of Leads/Accounts/Deals with no open activities
How can we replicate the option in filter to only show Leads/Accounts/Deals with no open activities ? The option is present in the filters (please find screenshot) but I am unable to find them in the report. ThanksCan I send Whatsapp template using Deluge function?
Hi, Can I send Whatsapp template in Business Messaging using Deluge function? I have tried to search the documentation but I can't find itZOHO CRM Canvas for Hebrew
I would be happy if you would add the canvas form option to the Hebrew version as well. Moderation update (24th February 2025): We have an existing thread discussing the need to extend Canvas support for Hebrew (RTL), where users have been sharing theirZoho CRM, can a deal be reverted back to a lead?
Zoho CRM, can a deal be reverted back to a lead?Create a new contact when a new record is added in a custom CRM module
Hello. We created a new CRM module. We want to create a new Contact each time we add a new record to the new module. Can anyone suggest the best way to do this?Zoho CRM - Attachment Issue
No one in my company can add attachments to lead in Zoho CRM. We keep getting and error message that says "Sorry, an error occurred while uploading the attachment(s) to the record. Could you please try again after sometime?" We have tried saving as PDFZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredZoho CRM Web To Lead Form: Radio Buttons/Pulll Down Menus?
Hi is there a way to set up radio buttons, check boxes or pull down menus in the web to lead form? We often ask additional lead qualifiers or demographics information and in some cases radio buttons or pull down menus are necessary or more efficient toKiosk - GetRecords forcing user to select a record
I just want to display some records in my kiosk, so the user can know about them. I cannot. When I set up a get records to display multiple records (and limit it at 10) and put it on a screen, my user is forced to select one of the records (which is completelyNeed More Than 10 Custom File Upload Fields in a CRM Object
Hello everyone, I'm facing a requirement in Zoho CRM where I need to include more than 10 file upload fields in a custom object. Each field must have a specific label, allowing users to easily identify which fields are empty and which have files attached.Next Page
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CRM 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 storageCreate 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 Wizards
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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 everythingCRM 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 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 withZoho 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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