Show Call History During a Blueprint Transition in Leads Module
Hi all, I have a Blueprint set up in the Leads module with a transition to Reattempt Call, which updates the lead status to Attempted Contact. I’d like to know if there’s a way to show the call history or at least a summary of how many call attempts have
The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers
#CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce
Canvas for related lists
Hey, we would like to customize our related lists. For us, it would make more sense to present the data from an assigned record vertical instead of horizontal. Can we get a related list Canvas view?
MS PowerApps Custom Connector
Has anyone successfully connected to the API from MS PowerApps? The OAuth2 seems impossible to use from a platform like this.
Trying to do commission tracking with zoho crm, can i do a Lookup against multiple fields in a module?
So i'm still designing my zoho one crm as i come over from salesforce. One of the things i'm trying to build is a commission tracking module. At some point i'll probably hire someone to help with custom code, I'm just proof of concepting it. I"m not sure
Suburb Categorisation/value
Hi All, I have a list of suburbs that my company services, they are categorised by value to the business using a letter grade (A,B,C,D). When a lead is created I want the workflow to check the project suburb and then assign the related grade to a new
How to Mass Delete 26K leads ?
Hi, can anyone tell me how I can mass delete 26K leads please? Thanks Colin
Updating Auto Numbers
I'm removing a suffix from my auto number that's related to my customer record. I would like it removed from all existing customer records but I don't want to change the number before the suffix. If I tell it to update existing records, will it overwrite
automatic follow up alerts if potential stage doesn´t change in a certain period
I want to control the whole sale process through setting a different Lead status or Potential Stage each time the lead or potential reaches a certain milestone in the sale process. The idea behind that is that a change in the lead status or potential stage triggers rules which have tasks that move the sales process forward. For example, if a Lead asks for a quotation, the Lead owner will set its status as "converto to potential", which triggers a rule that has a task attached to convert the lead
Close task from list view
Hi everyone, I’m trying to find a way to streamline task management in Zoho CRM. Specifically, I want to know if it’s possible to add a button directly in the list view of the Tasks module one button per task that allows users to close a task without
Automatically open a widget
How do I make a widget open automatically if a user views any record from a specific module?
Enable more than one custom domain
Hello Zoho team, we have more than one business inside of our CRM implementation. The two businesses have different websites and represent two sides of the same industry. So they are related to each other, but have different brandings. User of one business
Possible to use Client Script to colour code picklist field value?
I have hit the limit in my current subscription plan for colour coding picklist field values and need to colour code more picklist field values. Is it possible to achieve this functionality using the Client Script in Edit Page/Create Page/Clone Page
Increase the rows that can be exported in a formatted report
Hi Team An idea, increase the when exporting a formatted report, 2000 rows is too little and the detailed report would not allow me to keep grouping causing extra work when we export reports. Thankyou Josh
Sync Zoho CRM LEADS to Google Contacts
I know it is possible within the CRM to sync contacts with Google contacts, which unfortunately is useless to me. I need to sync my LEADS from Zoho to Google contacts so that I can see their name when someone calls my iPhone. What is the solution? A paid
Unlock Profile Permission to unlock locked records or increase editable fields above 15 maximum
Hi Team Suggestion: I notice a lock permission in profiles but I can't see the option for an unlock record permission. Use Case: Record Locking Configuration is on for all users, we want a specified profile only to be able to unlock a locked record if
Email signature duplicate
Hi, For a few weeks, opening the email writer would show an error. After clicking ok, the signature would change slighty (font size, I believe). After that it worked fine, so we thought nothing of it. However, now it no longer shows the error puts the
tracking of call attempts in leads modul for multiple steps
Hello, I have another question about "best practice" with blueprint. I assume this will be with the use of the Deals module. But I don't want that. So it's about the “second best practice” :) I would like to map our lead processing and onboarding process
Email Credibility Dashboard: Track your account's email sending practices
Greetings Customers, We are rolling out an Email Credibility dashboard to help CRM administrators monitor the email sending practices of their organisation, and to help them implement domain authentication and email sending measures. Administrators can
Zoho CRM very slow today (04/08/2025)
Dear Help Team, our Zoho CRM runs extremely slow today. Can you please look into this. It is close to be unusable and we really need it to run. Thank you in advance! Sören
Access Multiple CRM Accounts With Single Sign-on
Hello everyone, We are happy to announce that Zoho CRM now provides multi-organization support. What is multi-org support? In order to ease login and access to multiple Zoho CRM accounts, we came up with multi-org that allows users to use same email address
Editing data in Related List tables
Hi, we have a related list table showing many quotes on our Client record. At present, we have to edit each quote record by entering each record and then going back to the Client record. Is there a way to edit the various fields shown in the related list
Integrate Google Chat with Zoho CRM for seamless collaboration
Hello everyone, Sales is a team sport and sales reps have to be in constant communication with people inside and outside their organization. While email remains the most effective channel for important conversations, sales reps often collaborate via chat.
Downloading Phonebridge Call Recording
Hi there, I am trying to build a deluge function to transcribe the voice call recording. Well using CRM API accessing the Call record entry, the response contains a field and value for the URL of the recording "Voice_Recording__s":"https://phonebridge.zoho.com/phonebridge/recording/067fa1757?????5093ba6?serviceID=648185902"
Deluge needed to see Invited Meetings related list has changed
Hi, I need to trigger a workflow depending on if/when a Deal's Contact has declined a meeting invite. Theres an Invited Meetings related list in the Contacts module which shows which meetings they have declined/no response/agreed/maybe. So, I need some
Create custom button that sends an email
Hello, I have a scenario that I cannot figure out if I can make happen and would like some help. Scenario: We sell via distribution and direct. When a distribution opportunity comes in we send an email to the distributor with details on the opportunity
Workflow Pass/Failure Report - Showing all passed and failed workflows (all workflows view)
Hi Team I'm unsure if this already exists but an idea for a view in the usage report to view all ran workflows pass or fail, this would be great to be able to manage all workflows for failures without looking at individual rules especially with numerous
Calendly Integration
Good morning support team, My company is using Zoho as our CRM system however we are introducing a new software called Calendly to be more organized and get better tracking of our events. Is it possible to integrate Calendly appointments or events onto lets say my or my CEO's Zoho calendar? We've heard from other companies using Zoho and Calendly that there is a way to merge the two so we can see the events on Calendly and then view them on a monthly calendar in Zoho to coincide with our lead generation
Team work space
Hello There I am looking at how i can use work space to create a seamless transition between Deals and Onboarding workspace When the deal reach submitted to onboarding the worksspace will be update with the new deal and the onboarding team, legel team
Sales forecasting now detects anomalies in user performance
Dear Customers, As you're probably aware, we've been continuously adding improvements to the forecasting feature in Zoho CRM, and we're excited to announce the latest one as part of #CRM25Q1: Anomaly detection in forecasting. Forecast reports are a direct
Using Zoho CRM APIs to transfer data stored on Zoho into MySQL servers on AWS.
Hi all, at work we have 2 primary places we store data - Zoho CRM, and MySQL servers hosted on Amazon RDS. I'm wondering if anyone here has had experience moving data from Zoho into MySQL via using the zoho APIs! The reason we're doing this is so we actually centralize our data all in one space, so we can call upon it easily via things like Power BI if we have to. Thanks!
How to easy change layout in existing records in Deals?
Hello, So far i have used only 1 layout in Deals. I have about 1000 records. Now i want to make new layout. So i have 2 layouts: Layout Old (1000 records) Layout New (0 records) How to easy change layout from Layout Old into Layout New for existing records?
Smart Prompt is now powered by Zia
Hello everyone, We're excited to announce the launch of natively hosted Large Language Model (LLM) to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based
Can I integrate Whatsapp Flow in Zoho CRM?
I expect I can send Whatsapp flow template through CRM, so for example if the deal stage has been changed to 'Won' then I will send whatsapp flow template to get feedback from customer I mean, sending this one https://www.youtube.com/watch?v=0s_0Y84
Client script syntax question
Hi, I don´t know why this sytax is incorrect. /** * log("sample logging statement") --> can be used to print any data in the browser console. * ZDK module can be used for customising the UI and other functionalities. * return false to prevent <SAVE> action
Creating leads via API
Hi We are working with a local vendor that is generating leads for us. They have integrated with ZOHO in the past, they told me: We need $refreshToken = "1000.cd05354...…..."; $clientID = "1000.4ECE...…..."; $clientSecret = "1ddf5fcd17......"; So I gather
Opportunity Reappears in Pipeline After Exiting Blueprint – Need to Prevent This
An opportunity reappears in the Pipeline after exiting the Blueprint, and the user is able to move it — I don't want this to happen. Can someone help me?"
Zoho CRM Canvas is slow in loading
Hi, the new Canvas feature in Zoho CRM is very interesting but the layout becomes very slow to load. I mean using the standard layout for Contacts detail view takes about 2,200 ms to completely load the page on my Chromebook (and my connection speed is
Linking fields from different modules
is it possible to have fields from 2 different modules linked together? For example, within our opportunity module we have an account field. Can we create a new module that is linked to the opportunity module with the account field? So when the account field is updated in the opportunity module, it also gets updated in the new module?
maximum limitation of COQL API
from this documentation it said: You can retrieve a maximum of 1,00,000 records in multiple API calls per unique criteria. f you want to retrieve more than 1,00,000 records, use the Bulk Read API. my questions are 1. what is per unique criteria here?
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