Chat function not working properly
Ever since upgrading to plus, the chat is all messed up. it is coming up behind the web page so that I cannot see what I'm typing and cannot read replies. I can only see the bottom of the text box at the bottom of the page, and then it is blocked. I'veHow to make a ScreenPop with Customer Information
Hi, I need open a customer sheet when I receive a call on my pbx. I have a client on my PC that are able to open a web page with a specific url. How can I leave open the Zoho CRM application and search for a customer? Thank you in advance, MauroCPQ - Price Rules applying to a prodcuts group
Hi Zoho Team, In Product configurator is possible to make a rule where you can select "Any product" and set an "aditional condition", thanks to this we can apply a rule to group of products. In case of Price Rules, when I make a Rule for Any product isCASE Module - email function
HI there, I dont know if this has been asked or answered before as i couldnt find it on the forums. Issue: when a new case is raised, it goes under case tab and everything is captured. Then how do i send emails to the client who raised case with the detailsHow to add row numbers to Subform?
How do I add auto row number rows of a subform in CRM?How to change contact record owner to its creator?
When I convert a lead record into a contact and a deal then a the contact record will have User AAAA as record owner, and the contact record will have User XXXX as the record creator. I don't have any workflow rules in Contact module. I use the blueprintCustomize the Date Format based on preference
Hello Everyone, We have rolled-out a new field called Date Pattern in the user layout under Locale information. Note: If you notice any change in the date format after this roll-out, please select your preferred format from the settings. Previously, the format of the date was automatically set on the basis of the country locale selected by the user. Now, the user will be able to edit the format in which the date is displayed according to their preference. The Date pattern field has around 40 patternsWorkflow rule to assign new case owner sends email to customer from Original owner issue
I have a workflow rule to assign a manually created case from a sales rep. to a customer service repr to handle. I also have a workflow rule to send an introduction email from the case owner to the customer. The Problem: The email is going out on behalfRollup summary for custom module
Rollup summary feature was introduced almost a year ago: https://help.zoho.com/portal/en/community/topic/introducing-rollup-summary-in-zoho-crm-public-early-access-2023 It does not support custom modules tough and this post aims to track such featureUse of Multi Lookup fields
Hi, I wondered if anyone could help. I am trying to develop an automation that would send an email to a list of preferred suppliers associated to an account when a booking is created. I assumed this would be done using the multi lookup field, but I can'tHow to trigger a specific workflow from Deluge?
Hi all How do I target a specific workflow in my code: updatedeal = zoho.crm.updateRecord("Deals",deal.get("id"),dealmap,{"trigger":{"workflow"}}); I dont want to trigger every workflow assigned to a Deal when its modified. I just want to trigger a specificRelated Record Bug
Hi, Report a bug. Related record amount currency will display default currency (AUD) not the actual one (CNY). While if we click into the record and back, the currency will change to CNY (Correct). Then If we refresh browser, currency still show AUDNew Module in Portals wont Edit
I created a new modular in the CRM and put a sub-form in it for costing projects. It opens in Portals, and Portals has the Edit option turned on, but it won't let me edit the module in Portals after saving. Anyone know why this would be happening?Is it possible to trigger an action to automatically create a Deal when an email sent to a contact is opened?
Long story short we use Deals module to handle leads as well so that's why I'm not asking to use leads module. I've been asked to find a way to automatically have a deal created when an email that's part of an email campaign is opened. So, when the emailHow to associate email with record?
Is there a way in Deluge or with the API to associate an email to a custom module record? I'm using the v2.1 Send Email method so I have the message_id of the email but don't see a way to add that to the Emails section of the custom module record becauseThe dark mode in CRM is here!!!
Just by accident, I discovered that CRM now has the dark mode! I'm sooooo stoked! I tried so hard with various dark-mode Chrome extensions to make the huge database that I'm staring at all day look easier on the eye! Some work ok, but there were alwaysEmail Behavior in CRM
At what level can you see recipient behavior when sending emails from Zoho CRM? We thought there was a way to see what links were clicked, how many opens, etc but can't seem to find that info now.Auto select template when "Send Email" button selected?
I have created a template for Contacts, and I want to have that template auto open whenever the Send Email" button selected on a Contacts page. I know how to do this in Salesforce so I assume in Zoho it would require a custom button on the Contacts pageZoho Kiosk - Products module
I am creating a kiosk to build a new product. The Create Record method does not have the Products module as a choice. What is the procedure to get the Products module into this list?Forms to CRM - is there a better way of doing this?
Good afternoon, We currently have an onboarding form for our new landlords and i'm struggling to understand the best way of getting the data from the form into the various modules in our CRM system. The process is as follows: 1. Prospective landlord isConnecting Physical Phones to Zoho
Hey everyone, I work for a phone and internet company that's looking to integrate our phones with Zoho. We have physical phones and a softphone that is connected to it Currently our only goal is click-to-dial I've looked through the documentation of PhoneBridge,Updated Search Bar Will Not Go Away
After searching, the bar results will not go away, and there is no "X" bar to close the results. We've tried refreshing, logging in and out, clearing cookies, and using a different browser. When this happens, we're unable to use the software, which isEffortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensiveUpdated Search Bar Will Not Go Away
After searching, the bar results will not go away, and there is no "X" bar to close the results. We've tried refreshing, logging in and out, clearing cookies, and using a different browser. When this happens, we're unable to use the software, which isCustomizable Spacing Between / Below Columns in Zoho CRM Templates
Hello, We would like to request an enhancement to Zoho CRM’s template editor. Currently, when creating a new template (in our case, an Inventory Template for generating a Quote PDF), we have the ability to add spacers and control their exact size. However,display each individual salesperson target
Hi there, I want to be able to display each individual salesperson's target on their own dashboard. Currently it is setup that it shows the whole sales department target, which is why i want it to display each individual person's target so that when theIs it possible to link one note to multiple companies?
If I have a note that talks about a relationship between two companies in my CRM, is it possible to associate that note to both companies or do I have to make a copy of the note and link the copy to the second company?Allow Using All Variables Multiple Times in Templates
Hi, We would like to request an enhancement to the template creation feature in Zoho CRM. Currently, some variables can only be used once per template. For example, when creating a quote template, the item quantity variable can only be added once. IfExternal View Access for Agencies
Good afternoon! We work with recruitment agencies who send us leads to onboard. The onboarding process takes 1-3 days typically. One of our issues is that the agencies are always asking for updates on their registration status. This is so often it's becomeCase Email
We want to send a case closure email by using email template, but we cant see any send email button in cases detail. i mean how to use case email template .. and how to send emails for cases.. for case created, closed etc. Email template do have case columns, but from where could we send the email for a particular case, I am not able to figure out. Zoho cant have this basic error. there should be a solultion for it.Bar Charts in Zoho CRM
Hello, We are using the Analytics section in Zoho CRM (not Zoho Analytics). We created two bar charts using a workaround with LinkMatch: each time we send a message to a lead/contact on LinkedIn (not on Sales Navigator but the “normal” LinkedIn”), a newHelp with filtering Contacts from Accounts based on third module
Community I need some advice. There a small thing that is a big stone in our shoe. So we have three modules Accounts, Contacts, Assets. They are connected Asset > Account Contact > Account I want to email all Contacts from Accounts that have Asset. RightPossible to disable "Quick Create" option for new record creation?
Is there a way to disable the "Quick Create" option for creating new records? Some of my layouts are heavily reliant on conditional layout rules and these don't work when in the "Quick Create" mode. It's very annoying and confusing for the end users toManage Approvals like Never Before: More Control and Flexibility in your Approval Processes
Hello Everyone, We hope you are doing well! We are here with exciting enhancements to the approval process of Zoho CRM. The updates provide greater flexibility, transparency, and control over record approvals, empowering you to ensure the right data entersProduct Registrations via Zoho CRM
Hello, I would like to have a public page, where users can enter product registration details. This needs to be many-to-one (registrations-to-contact). I tried the CaseToWeb Form. It adds a Contact and Case, which is fantastic. However, it will only let me add a few details on the Contact such as Name, Phone, Email. I also need the ability to add address, city, state, zip fields. Has anyone tried this before? Thanks, BrianHelp with Formula to Calculate Remaining Days from Due Date in Zoho CRM
Hello, I am working on a Zoho CRM formula to calculate the remaining days from a Due Date field. My goal is to display the number of days left from today to the Due Date. I have tried the following formula, but it is not working as expected: plaintextChange lead status via url parameters
Hello, We have a lead generation form on our website and and we received an email when the lead is generated. This email contains a link to the lead in CRM. Does CRM have built-in parameters so that I could have a link in the email that also says junk?Tracking new lead response time
Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system. I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere. It'sSending Estimtes to approval from CRM Finance module
Hi, This is the second time I'm facing this user experience problem. I hope you might give some insight on how to either do or explain colleagues / clients. A sale person is responsible to create an estimate for a deal from the CRM. However the estimateNew in Zia: Identify anomalies in list views, plus best mode to contact recommendations
Hello all, We're here with a couple of enhancements in Zia—Introducing anomaly detection in list views and the best mode to contact suggestions. So without any delay, let's get into the details one by one Anomaly detection in list view Anomaly detectionNext Page
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Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With thisIntroducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone
Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform toNotes badge as a quick action in the list view
Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associatedGood 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 activitiesWrapping up 2025 on a high note: CRM Release Highlights of the year
Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you
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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 storageChanging field types
Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. ThanksCan I use a Standalone CRM Function as the Callback URL For Async Export Data API?
I am creating an export job using this API https://www.zoho.com/analytics/api/v2/bulk-api/export-data-async/create-export/view-id.html There is a "callbackUrl" key in the CONFIG object. I tried copying the URL for a standalone function in CRM which canHTML Tags added to Reports with Notes
Recently Zoho added the ability to markup text within notes. That way, users can change font size, colors, etc. It's a great change. However, since the change, reports that include a column for "Note Content" are printing HTML tags within the report.Territory Assignment Issues (Lead to Account + Contact)
1. Lead → Account & Contact Territory Assignment on Conversion A Lead is automatically assigned one or more territories using a workflow and Lead Assignment Rules. This works as expected, and we are able to assign multiple territories to a Lead automatically.
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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 activitiesWrapping up 2025 on a high note: CRM Release Highlights of the year
Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank youPresenting 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 discover
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