Adding Multiple Products (Package) to a Quote
I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't
Search through email contents
Is there a way to search through the email history of a lead? Meaning if among the 50 emails to a lead about different topics I want to find all the ones with the word "pizza" in the body of the email, is that possible? Thanks for your help, Hanan
Rich Text Type Format for Notes Field
Has it been discussed or is there a way to insert a table in the notes field? We sometimes receive information in a table format, and it would be beneficial to have it in the same format as a note on a record. Moderation Update (12-May-26): We are working
Consolidate your workflows and be more productive - Introducing Multiple Conditions in Workflow Rules
Workflow rules in Zoho CRM helps you automate your routine tasks and save time. Usually, while creating a workflow rule, you'd provide the basic details of the rule, specify when the rule should be triggered and associate set of actions to be executed whenever the rule criteria is met. And you’d create a new workflow rule for every new automation that you required. Not anymore! You can now combine multiple conditions and the corresponding actions to follow in a single workflow rule. Let’s look at
How has Zoho still not resolved Daylight Savings Time?
According to these forums Zoho has been working on DST for 12 years. Totally unacceptable. Am I missing something? Why are other customers who observe DST not screaming for this to be fixed? Are there reasonable workarounds? This is a must-have for
Sort or filter CRM report by count value
Hi there, I'm trying to create a report that will show me high frequency bookings (leads) coming through within a time period for any particular account - this is so we can proactively reach out to these accounts. I have a report that shows the information
Create 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 couple
Quotes - Freehand line items - zoho crm
Hi, In the zoho crm quotes module is it possible to add line items that are freehand typed? We have a business need to use the quotes module but the product nams/description, quantity, price, etc. needs to be freely typed rather than from a defined list
Clearing Fields using MACROS?
How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.
Need Assistance on Redirect URL or Button Based on Deal Stage
Hello, I’ve developed a custom application and would like to achieve the following scenario: When a deal is moved to the Billing stage, an automatic trigger should execute and redirect to a URL that includes deal details such as Deal Name and Deal Owner.
Account name not populating when importing contacts
When importing a csv file to add contacts the account name is blank? Every other filed gets mapped and imported correctly, i.e contact name, phone number. However not the account name which I have mapped to "company" field in my csv file
Control who sees Timeline and Interactions in Zoho CRM through Profiles
The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing Operations
Zoho CRM - Restrict Login based on work hours
Hi there, I'm wondering if we can restrict users to login during works - For example the users would be able to login from 8am to 5pm. I have seen the IP address restriction - the only downfall is what if the customer has dynamic IP. thanks Jiri
How to install Widget in inventory module
Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
Inbuilt Telephony
How do I replace InBuilt telephony with a custom PhoneBridge widget that's privately published in the Developer Console? I want to gain the usage of the telephone icon on the leads module in ZOHO CRM.
Customizing Global Search Settings for All Users
Hi Our team use the brilliant global search functionality within CRM many many times daily. But, we struggle with the out-of-the box columns that CRM gives you. We are always telling users to customize this look to more suit our business, to show the
How can I remove a Partner!?
Hi Im trying to remove a partner. He added himself the CRM. He's now no part of the project and Im trying to remove him asap, but the screen wont let me as I dont know what the Partner ID is! Moderation Update: The request to untag/remove a partner from
Zoho CRM Sales Targets for Individual Salespeople
Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.
Is it possible to create cross-module rules without code?
Before requesting this as a request, I want to be sure that there isn't a way to do it that I'm not aware of. What I mean by cross-module rule is: like a rule, but the trigger is in one record and the action is another, related record. Easy example: when
Portal Module Permissions
I am setting up a portal for some of my clients. Part of that process is for them to add new contacts and new accounts and generate a quote for those new contacts and accounts. I have tried to add the accounts module so they can add new accounts when
Unable to edit my Kiosk
Something happened that now, I'm unable to edit/add any 'Screen' and 'Decision' elements in my kiosk flowchart -- it gives me the option to Preview, Edit, or Delete existing ones, but nothing happens when I select either Preview or Edit. I'm in Draft
Sub-forms - additional tally stage
We have an sub-form for entering estimates. There are 5 stages which are using up all the tally fields. I want to add an Actual Costs column and have this tally somewhere to compare against the totals for each Stage. Is there a simple way to do this with
Touchpoints
In the module Leads we use the fields "First touchpoint" and "Source" to register where we first met our lead. Touchpoint can be e.g. LinkedIn, Facebook, Website. Source can be an event like a fair. When the lead becomes a contact (converted lead), we
Unable to edit TASK / CALL in small pop-up window - UI Issue
Issue: Unable to Edit Tasks/Calls in Pop‑up Window Over the last two days, we have been experiencing a consistent issue while creating Tasks or Calls in Zoho. Issue description: • When clicking Create New → Task / Call, the form opens in a small pop‑up
Execute automation and other processes during import
Hello everyone, We have now introduced the option to execute automation and process management actions on records right when they are been imported to your CRM account. Yes, until now records were not allowed to undergo any automation when they are imported,
Importing Deals with e-mails
When I import Deals, I am unable to pick e-mail as selection for Deal Owner ID. If I pick Zoho User ID or Migration ID all the deals still are assigned to me (the user who imported the data). I have the option when assigning Account Owner ID. It looks
Territories as filters
The territory function within the CRM is great for controlling record access and managing a sales organization however, territories are not available as a filter options within the CRM when creating reports or dashboard components. Adding the ability
Email from CRM being Blocked or Marked as Spam by Google (and maybe more)
In the past 24 hours we’ve noticed that emails sent via Zoho CRM are being blocked or flagged as phishing, particularly by Google. The issue seems to occur specifically when emails contain links. URLs like www.domain.com or www.example.com are automatically
Let us view and export the full price books data from CRM
I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for
How to use Picklist values language in email templates
Hello, I'm using multi-language in Zoho CRM and I've prepared separate email templates for each language. My question: how do I make sure the picklist field values in each template are rendered in the language that matches the template itself? This is
Can I hide empty Contact fields from view?
Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be
Custom "create meeting" button with more functionality than Zoho currently has?
I'm looking for a little help/direction in how to do this. Even just some general high level pointers on how this might be able to be done. The current Zoho Meeting Activity functionality is not ideal for my org's workflow. I'd like to try and create
Share option missing in Canvas Home View in Sandbox
Hi, I've been setting up a Canvas Home View in our Sandbox environment and noticed that the Share option is missing from the three-dot menu on a created Home View Canvas. Steps to reproduce: 1. Open Sandbox environment 2. Go to Setup → Customization →
Client Portal Public views
I want to set the default custom view [Open Project] when entering the Custom Module in the Client Portal. However, the custom view I created is not available in the Public Views menu. Pic 1. The Public views of Client Portal Pic 2. The setting of custom
Multiselect lookup in subform
It would be SO SO useful if subforms could support a multiselect look up field! Is this in the works??
Record-Level Cliq Conversations Inside Zoho CRM
It would be extremely useful to bring the Zoho Projects + Cliq conversation experience into Zoho CRM records. Today, in Zoho Projects, each project or task can have its own related chat conversation through Cliq, allowing team members to discuss that
Lead import only imported 15 records
I have an 82k .CSV file with over 500 records. I imported leads and only got 15 records. I tried it again and got the same 15 records. I'm on the free account.
Using Calendly and Google Calendar with Zoho CRM Calendar (Double Meeting Invites and GMT Issues)
Can others please provide what works for their set-up between Google Calendar, Calendly, and Zoho CRM Calendar? Thank you in advance. (We don't use Zoho Calendar. Yes, their names are confusing! We use the calendar in Zoho CRM Calendar.) Our Current Set-up:
Styling 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,
Allow Territories as Filter Criteria in Reports and Dashboard Components
Territories in Zoho CRM are a powerful way to structure a sales organisation and control record access, but they are completely absent as a filter option when building reports or dashboard components. This means that even though your data is organised
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