Make the edit fields hover in Canvas View look the same as the Detail Page
The edit field UI in the Canvas View is not consistent with the standard detail page UI. For some modules we have Canvas views, for some we don't. We don't want it to look differently. We want it to look like one system.
How to know number of days between Deal Stages?
Hi Team - how do I know the number of days between Deal Stages? I have a Deal blueprint and I want to know the number of days it takes the Deal to be on Stage 3 to Stage 8? I can't seem to create a report for that. Our Deals have 11 Stages and our Purchasing department is in charge of Stage 3 to Stage 8 and I want to know the number of days it takes for them to complete their stages?
How To Change Open Activities View in Canvas?
Hi all, I want to have my open activities have this view, but I cannot see how to make it look this way in Canvas. Not only that, but there isn't a way to rearrange the Standard view in Canvas, either. What I want (this is in the Standard layout): What
Customers not receiving emails
So, a little backstory, we have been using Zoho Forms for the past eight years. And when we initially started, we would have email notifications be sent from inside Zoho Forms after a submission. We recently started using Zoho CRM as we wanted a better
Google Drive
How to add more modules in google drive as I don't want Zoho space? TIA
Possible to reorder Pipelines position?
I have multiple Pipelines and want to reorder their positions, so that in the Deals module record for the Pipeline field, I have them ordered in a certain way. Is there a way to reorder the position of the Pipelines without deleting existing Pipelines
Filter Multi-Line Properties with Plain Large Text
To be able to filter fields that feature Plain large text, I am only able to filter on plain small text when you offer 3 separate options.
One user multiple access?
Hi, I want to know if t is possible to have just one Zoho account for the business and have multiple users access this at the same time?
To be able to create a report sub folder
Hello Can we request the ability to create subfolders in report folders.
How to add a discount (percent %) field?
My particular case it’s regarding the “Opportunities” module. I’ve created a subform to calculate the value of the opportunity, and now I’d like to include a discount field in the form of a percentage. However, no matter how or where I add the "percent"
Custom View Row Limit?
Is there a way to view more than 5 rows on a "Custom View" component on a user's homepage? I didn't see an option when creating or editing it. I'd like to be able to show the users 10 tasks at a time if possible.
Unable to import canvas template to canvas forms
I'm unable to import exported canvas template to canvas form, the canvas form not recognizing the template code plus the canvas import prompt title is (Create your own form page) instead of import, find the attached screenshot Please advise
Any Companies using HubSpot for Marketing integrated to Zoho CRM ? - Looking for Feedback
Our company is using HubSpot for Marketing looking at moving from our presently working Z-CRM to hubspot for CRM. I am looking for any companies that are successfully integrating HubSpot Marketing functions with Zoho CRM. Upsides/Downsides/Effort/etc.
Custom Function to Format Phone / Mobile numbers in Australian Standard format
So I got sick of phone numbers being formatted incorrectly and Zoho not doing anything to standardise phone numbers to meet E.164 formats. So I went and coded my own function to fix this. And figured I'd share with the community This is specifically for
We need customizable sub-form layouts
Currently, we can arrange sub-form fields only in a single row. The single row layout means salespeople must horizontally scroll to uncover information. As a result, salespeople cannot see all of the relevant information simultaneously. The administrator
Is there a way to force a page refresh after changing a Subform via Workflow / Function?
I have a workflow which triggers a function, and in this function i am changing the values of a certain subform. The changed are only visibile when i manually refresh the page and this is a no-no for my use-case. When other workflows, that change certain
report on lead status history in zoho crm
I have enabled the lead status history. I want to understand how many days a lead is waiting in which stage and the number of leads vs. stage history, like 0 days, 1-4 days, 5 days above, and 10 days above.
Autoresponders in Zoho CRM will be discontinued—transition to Cadences for enhanced engagement
Update (June 30, 2025): As of June 30, 2025, users will no longer be able to create or edit Autoresponders in Zoho CRM. This restriction has been put in place to ensure a smooth and guided transition to Zoho Cadences—a more powerful and flexible tool
header and footer for templates
Hi, I created many templates for my activity. Nevertheless I have a big problem, the HTML is varies from a quote to another, there is sometime less or more text. In order to have a nice layout I require Header and Footer. I looked for into the CRM tool, couldn't find it. Can someone explain to me if it's possible ?? It's very urgent, thanks very much, Eric Marois
Automate Pricebook per Customer
Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an
Automate pricebook per customer
Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an
Automate pricebook per customer
Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an
Document Tracking
Hi all Zoho crmplus user here. I am migrating from hubspot and in Hubspot when my sales team email a document they can see when the client has opened the document and how many minutes they sepend on it. This persists for additional openings and readings
Forecast UI improvements
Hi I have two improvement requests for the UI in the Forecast function. Can you add the ability to reorganise the Pipeline, Committed and Best Case columns on the Forecast? I thought they were in alphabetical order, so we renamed them so that we could
Missing services/ features / buttons
Hello, 1. I can't locate the DKIM information in ZoHo CRM that I need to add as txt strings to our DNS in GoDaddy. 2. In other activities I cannot locate the 'Help' button for context senstivie help 3. I wish to merge two records into a single record
Multiple Forecast configurations
Hi all Is it possible to have multiple Forecast Configurations? That is, not just multiple forecasts, but rather different forecasts assigned to different configurations? The use case here is that we currently have the Forecast module configured for Revenue
Basic campaign set-up
I have been trying hard to get Zoho CRM and Zoho Mail connected, but somewhere I seem to have wires loose in my brain. I'm not winning. Could anyone just show me (1) how to set up a scheduled email campaign (test to only six internal staff), (2) how to
Add template Categories Qoutes sendmale
Is there other way to add other template categories in sendmail qoute?
Report categories not appearing in pie chart
I have created a simple report to display all of the accounts in our CRM in a certain region, broken down by their 'account type' field. I have displayed this data as a donut chart Highlighted in red in the top left, you can see there are a total of 968
Asking for the implementation roadmap or step-by-step guide
Hello everyone, I'm a freelancer who's been hired to implement Zoho CRM for a client, and I want to make sure I approach this correctly. Could someone kindly share a comprehensive implementation roadmap or step-by-step guide that covers all the essential
Automatic needs analysis for the Deals module
Good day, I need to get the following functionality in the Deals module: 1. add a Analysis of Customer Needs (ACN) to each transaction 2. the ACN must have a unique number, preferably automatic 3. the ACN must link to the Deal 4. the ACN is completed
Copy Address button customisation
Hi I'm very new to Zoho CRM and need some help regarding Addresses - specifically in relation to the "Copy Address" buttons available within the Contacts and Potentials edit screens. The majority of my Leads will have both a Mailing Address and a Physical street Address that I need to capture at Lead creation stage. On conversion of the Lead (to Contact/Account and Potential) I need the following to occur: In Potentials I need to display · Physical Address only In Accounts I need
Sales by Customer
Hi There, I am looking to generate a report that shows the total value of the sales made to our customers, but does not show each transaction i.e. Customer A = $100,000 Customer B = $50000 and so on This is based on a "Closed Won" in the Deals Module.
Unable to validate DMARC for the email
I have recently started to use the ZOHO CRM tool and I'm currently on free trial period. However, when I tried to test the email, it was landing in SPAM or JUNK folder of the recipient's inbox. I learnt about the DMARC, so i have completed SPF and DKIM
Asking for implementation roadmap or step-by-step guidelines
Hello everyone, I'm a freelancer who's been hired to implement Zoho CRM for a client, and I want to make sure I approach this correctly. Could someone kindly share a comprehensive implementation roadmap or step-by-step guide that covers all the essential
Asking for implementation roadmap or step-by-step guidelines
Hello everyone, I'm a freelancer who's been hired to implement Zoho CRM for a client, and I want to make sure I approach this correctly. Could someone kindly share a comprehensive implementation roadmap or step-by-step guide that covers all the essential
Advance Your Churn Predictions with Zia's Usage Data Feature: Event Mapping
Greetings all, This is an important and exciting update about feeding usage data into Zoho CRM. To expand the scope of how usage data can be used by Zia, we are introducing a new section called Usage Data under Zia. Users can now easily import, edit,
List View just got a makeover!
Hello everyone, The new list view is being rolled out in phases and will be available to all our users by the end of January 2021. We are excited to announce that the list view in modules is set to get a new look. The new list view is sleek, contextual,
Profile cannot add tasks, calls or meetings
Good morning, I have a Profile of users that's called "Standard2" and their module permissions are set as follows: Despite this, one of my users on the Standard2 profile gets this when they try to add a call: Any idea how to fix this? If i bump them up
Changing sequence of buttons
How can I change the sequence of these buttons? I want the 'Versturen referral campagne' to be displayed as the default button
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