How long does Zoho keep your free account?
If i stop using my free account does it ever go away? Or does Zoho keep my free account for forever?
Can't see Analytic components in full-size?
When I build a component into my Analytics dashboard, there is no option to either click on the title or into the three dots to expand the chart to full-size... Am I missing something? Trying to make sense of a tiny line chart would be a major issue!
Remove "Quick-info section" from Account module view?
After the migration to the new UI, the Account module view (e.g. https://crm.zoho.com/crm/EntityInfo.do?module=Accounts&id=xxxxx...) has the "business card view" at the top, then what is apparently called the "Quick-info section", then the account details.
Introducing Record Summary: smarter insights at your fingertips
Hello everyone, We’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia to simplify how you interact with your CRM data, providing a seamless, consolidated view of critical record information. Scrolling through the
Add multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
Assign Price Book to Accounts (again!)
I can see this topic has been bumping about for over 10 years and unfortunately Zoho hasn't seen the need (or use case) in CRM to be able to assign an account to a price book to automate quoting (amongst other things). Strange given they DO assign price
Deal Amount in USD shows too many decimals preventing from updating Stage field
Hi, it's been few weeks now since the Deal Amount field is not working properly. In fact, when Deal records have USD for currency, it might well happen that the Amount shows something like 10 decimals (despite the fact that the limit is set to 2), thus
Zoho CRM - Improve Global Search for Names Containing Prefixes and Punctuation
I recently raised an issue with Zoho Support after one of our clients ran into a problem with CRM Global Search. A user was trying to find a Deal containing the name John O'Connor. They searched for Connor, but the Deal did not appear. It only appeared
Cannot See Available Deal States in Zoho Blueprint
I am trying to create a blueprint to manage our sales pipeline and ensure data accuracy at each stage. I have already created a similar blueprint for handling leads. However, when I attempt to create the 'Deal Management' blueprint, the different stages
Enhancement in Zoho CRM: Introducing New Return Types for String Fields Based on Character Length
Dear Customers, We hope you’re well! In Zoho CRM, formula field with string return type is used in various scenarios where text is involved like concatenating customers’ first and last names, trimming characters from texts, performing find and replace
Zoho CRM for email Outlook plugin - doesn't seems to work with shared mailbox
Hi, it looks like the plugin that do push email from Outlook to zCRM (Zoho CRM for email) doesn't work when using a shared mailbox. In outlook web, the plugin icon disappear, in outlook desktop, it gives me an error when I try to associate : Everyone
Please get rid of the extra space!!
Today when I went into Zoho, I find that all the lists (email templates, contact lists, etc.) now have a bunch of space inserted between EVERY LINE!! This is extremely annoying on two counts: 1) It's much harder to read! The eye has to alternate between line of text and white space, rather than being able to just go down a list focusing on text. 2) It requires so much SCROLLING. I can't see things all on one screen as before; I have to scroll, scroll, scroll to get through the list. This is a
How to make file upload mandatory in blueprint transitions.
Hi, If you've added a custom File Upload field to a module layout, you may have noticed it doesn't appear under the "During" transition tab in Blueprints. Here is a quick workaround to require documents before moving to the next stage: Go to Setup > Process
i wnant to upload txt file in zoho crm and also want zoho crm read that txt table and also fetch that table and gives the txt values in table form .
for double side layer (here is two types drills) pth=plated and npth=non plated for pth drill the formula is fin dia=drill dia -0.15 for npth drill the formula is fin dia=drill dia -0.05 for single side layer (only one type drill here) fin dia =drill
Transform your line of items into line items: ICR can now record your table values as subform values
Enhancement in Zoho CRM Dear Customers, We hope you're well! Zia Vision’s ICR capability can now recognize, extract, and store tabulated values in your subforms. An ideal example is a university application form. It has printed fields and handwritten
Custom Fonts in Zoho CRM Template Builder
Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
Can the Product Image on the Quote Template be enlarged
Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks
How to export Subform Data from a record?
How can we export the subform data from a record? Currently we can import data, but I found no way to export data from one record I need a simple button to export the current subform data to an excel file, why can we import subform data but cannot export
Subform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
Introducing Workqueue: your all-in-one view to manage daily work
Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales
[For info] As CRM administrators its important to be aware that potentially sensitive business logic & operational parameters are available via unauthenticated URLs
There are a collection of files within Zoho CRM that COULD contain potentially sensitive commercial parameters and logic in them, and that can be accessed without authentication. This includes the CRM Data Model, Custom Picklist values, Custom Role /
Que el correo del componente de Duplicación funcione como campo de correo nativo para enviar correos
Problema: El correo electrónico que trae el componente de Duplicación (vinculado al Contacto) no se puede usar para enviar correos desde el módulo personalizado, aunque ya esté ahí. Propuesta: Que ese correo se reconozca automáticamente como un campo
Full Address - autocompleting and Splitting
Guys, We are strongly considering moving to Zoho CRM /Zoho One from Pipedrive - but I have a few questions. Maybe someone here can help out. One of the things that works very well and quick in Pipedrive is entering addresses. 1. You add the entire address as a single string. 2. Google autocomplete kicks in so you can select the address from a list of matches (this also ensures the data is entered consistently) 3. On saving, the individual fields address, city, state, country etc are automatically
Format phone number
Hello! How can I fix format for phone number input in ZOHO CRM (I need 71234567890)? I integrated Asterisk in ZOHO CRM and when my manager is entering phone number in other format (for example 7-123-456-78-90) clients is not identify in ZOHO CRM. Because
New UI - Color Preference Not Saving Permanently
Small, not very urgent problem I'd like to share regarding the new UI theme color. I've changed my theme preference to the default blue color around 20 times by now. It always reverts to a green color theme. I've followed the instructions of changing
Zoho Wont Login
Can anyone tell me why my password stops logging in all the time? Is it a ploy to make you change your password? I have to use OTP all the time. I dont want to change passwords all the time. Over the last couple of years I've found myself using Zoho (as
Collapsible Sections & Section Navigation Needed
The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.
Minor enhancements in Zoho CRM Dashboards: drill-down for Funnels, flexible Duration settings, and more
Dashboards in Zoho CRM help you visualize data across modules, track performance, and make informed decisions. Components like charts, KPIs, and funnels bring together key metrics in a single view, making it easier to spot trends and take action. Over
Get a realistic picture of your revenue with Forecast Adjustments in Zoho CRM
#crm25q1 Dear Customers, We hope you're doing well! Today, we're here with an important enhancement for business decision makers: forecast adjustments. Let's get straight to it! With technology on the rise and CX at its core, businesses are constantly
Side-panel “Quick Preview & Edit” for Deals and Tasks (Web)
Hi all, I’d like to submit a feature request to improve record navigation and data entry speed in Zoho CRM. NOTE: This feature exists on Pipedrive, HubSpot, and Bigin by Zoho. Requested Feature: Add a side-panel / slide-in “quick preview” for records
How to add line breaks in formula with Concat?
I am trying to combine different fields with a formula field, but want to add line breaks. I.e. the current code looks like: Concat(${Contacts.Company_Name}, ' ' ,${Contacts.First_Name}, ' ' ,${Contacts.Last_Name}) And the result should be: John Doe
Zoho CRM's revamped timeline view now extends to 3 years and support notes, filters, and email statuses
Editions: All DCs: All Release plan: These enhancements are being rolled out to customers in a phased manner. They will be available to most organizations by the end of May. For organizations with huge volumes of data, they will be available by the end
100 Rows in a Subform is too limited
We have a custom Module in CRM called Price Sheets, when we get a PO from a client we add the items from the PO to it and then check with our vendors for pricing and add our margin etc And after it is complete we have setup custom scripts to create a
Make Rich Text fields available in Canva Print Views
Everything is on the title. I don't really understand why this is not already possible as Rich Text Fields are available in Canva Detailed Views for example.
Change Last Name to not required in Leads
I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
Multi-currency and Products
One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There
Remove "Subject" as a required field on quotations
Not sure why, but Zoho has made 'Subject' a system defined required field. I'm not entirely sure why subject would be required as a key field (i.e. you cannot deactivate it or change it from required). It doesn't make much sense on many product quotations,
BCC Drop Box Centralisation
Hi Team, For the last few years, I have had a question related to the Zoho CRM BCC Dropbox feature. Although BCC Dropbox is very useful for tracking customer email communication, I have always wondered why its configuration is managed at the individual
Approve records efficiently: Useful enhancements to My Jobs module and Approval process in Zoho CRM
Dear Customers, As you might know, approval process is a process automation tool that allows you to automate approvals in your organization and My Jobs is where you approve requests from a single point of view. Here's how you'd go about it: You’d add
What is Workqueue and how to hide it?
Hi， My CRM suddenly have this "Workqueue", may I ask how to set the permission of this tab?
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