Business Day Logic Update: More Accurate Scheduling for Your Workflows
Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictableTerritories 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 abilityIntroducing SlyteUI : From Idea to a Working Interface in Minutes
Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming or exhausting. SlyteUI makes this possible by simplifyingQuery on Tracking Visitor Activity with Zoho Forms & SalesIQ
I have a query regarding Zoho Forms, Zoho SalesIQ, and Zoho CRM. I have embedded a Zoho Forms form on my website, and I’m trying to understand if it’s possible to capture a user’s website activity (such as pages visited, visit count, etc.) when they submitMerging Photos from Subforms into Writer
I've got a subform that contains uploadable photos. Im trying to merge them into a template but there is no option to pull them in. Is this possible? We are creating an inspection module where we can take photos and make notes and export to a report.Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters
Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advancedSuper Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are workingUpdate to CRM Custom Buttons: Collect Users' Location
Hello everyone! Buttons in Zoho CRM allow you to extend the default CRM capabilities for your bespoke business needs. It provides the flexibility to connect to any third-party application to perform necessary actions. Wouldn't it be better, if those buttonsApi Version 2 Refresh Token invalid_code
While Refresh token i am always getting Error { "error": "invalid_code" } i am trying to pass all parameter as per this https://www.zoho.com/crm/developer/docs/api/refresh.html still non of things working any one have idea whats the reason for same ... please help due to this i stuck since last one weekIs it possible to clone my Lead module layout to Customer and Potential layouts?
I've customized all fields and their order for Leads module and I would like to know if I'm able to clone those fields into another modules, only to avoid repeated work. Awaiting.Canvas templates can now be shared with different CRM organizations
Moderated on 14th February, 2023: Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help doc -Customizing Record Detail Page Using Canvas Dear All, We hope you're well!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 storageHow to add a custom hyperlinked button in ZohoCRM Canvas Builder?
I am building custom views in ZohoCRM Canvas builder, with one view that will be used for a client Portal. Trying to add a custom button that when clicked opens a separate window to a ZohoForm. How do I do this?Filtering on related module
I have a custom module (Module1) which is related to another custom module (Module 2) Module 1 can have many related records in Module 2. Module 2 has a date field. Module 1 has related list Module 2 I want to filter Module 1 to list all records whereRecords Per Page
Can we get max number of records per page increased from 100 to 250 and 500 please? Or alternatively allow us to use the Zoho Sheet View for all records and not just the max 100 showing on the page? thanks.Check out in Meetings
Why there is no check out in Meetings of Zoho CRM, very difficult to trackCRM to Desk Contact Sync Issues?
Hello, I noticed none of the contact changes in CRM are being transferred over to Desk. Anyone else experiencing this? I checked the sync history in desk and it confirms it - it doesn't show "X Contacts Synced" like it normally does.Google Drive API 403 PERMISSION_DENIED from Deluge custom function - OAuth connection not recognised
Hi all, I've built a custom Deluge function to route Zoho CRM Account attachments into specific Google Drive subfolders based on filename prefix. The CRM API steps all work correctly, however our first Google Drive API call (listing subfolders via drive/v3/files)Mail Merge preview won't load
Hello! One of our users has not been able to use mail merge templates in CRM as the preview screen does not load. We have many templates for one of our custom modules and the users are used to this feature and have been using it for years without anymask Customer phone number and agents cant see customer phone number
Is there any way we can integrate Zoom Phone with Zoho CRM while ensuring that customer phone numbers remain masked? We need a solution where agents can make outbound calls but cannot see customer phone numbers. Please let us know if there is any solutionRecord-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 thatIntroducing note actions and dynamic visibility in Kiosk Studio
Hello all, We are introducing enhancements to Kiosk Studio that will improve the product scope and meet your custom needs more precisely. What's new? Add notes as Actions: You can add notes to CRM records as kiosk Actions, as well as insert merge fieldsLogging Calls not working
For some reason, logging calls is not working anymore. Description of problem: On a Lead's record, in the "Open Activities" block, clicked on "Add New" Clicked on "Call", clicked on "Log a call" Nothing happens. If I click on "Schedule a call" nothingsHow do I filter contacts by account parameters?
Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information alreadyUnderstanding tasks
So we have a module linked to contacts called Equipment and that in turn has a related module called service calls. Often on a service call we want add a task but we are not able. I think it needs a link to the contact. WE therefore tried to add tasksBlueprint transitions on locked records
We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.Whatsapp Limitation Questions
Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible basedSales Ordes removes TAX at random for some or all prodcuts, even after creating it
Hi at Zoho CRM, in the Sales Orders section, when Creating, Cloning or editing any Sales Orders the TAX of one or all products gets "unchecked" at random. All of our products ALWAYS must have the same TAX selected automatically. At least it used to beEmail 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 automaticallyAll new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24Zia Agents in Zoho CRM: a better way to set up digital employees
Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) andHow can we use Loop Structures in Deluge script?
Hi, I am using GetRecords() function to fetch records from a module in Zoho CRM, the number of records is 800+, but GetRecords() function returns 200 records at one time, So, I want to use loops to achieve my task, but it gives me error when i use any loop instead of For each loop. How can I perform my task? Please help Zoho community. ThanksKaizen #237 - Zoho CRM APIs: GraphQL & COQL- When to use which?
Hello everyone, Welcome to another week of Kaizen. This Kaizen post discusses Zoho CRM GraphQL APIs and COQL APIs and is meant to be a decision guide on selecting between them. It aims to help developers to choose the most efficient approach in differentDeluge Update Function
I am struggling to get this function to work no matter what changes I make - this is the constant error (my code is 30 lines long): Data type of the argument of the function 'get' did not match the required data type of '[BIGINT]'at lineNumber 31 I amMake Module Name In CRM 4 Everyone A link To List View.
I've been using the new UI for a little while now and I have what I think is a simple suggestion that would add speed and ease to the UI At the top of the detail page for a module entry you show the module name as shown in the screenshot - if that couldCan Zoho CRM Emails be used in Zoho Analytics in any capacity?
We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than justUser can import contacts into Campaign even without permission
Hi everyone! We have a role that's configured with "Import records: Calls" only, but when a user with that role enters a Campaign, the "Contacts" section shows a "Import contacts" button. Is this expected?Zoho CRM Community Digest - March 2026 | Part 1
Hello Everyone! March kicked off with a strong mix of AI-driven enhancements, smarter data handling, and practical workflow improvements across Zoho CRM. From leveraging Zia for automated communication to optimizing cross-platform data retrieval, thisLead 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.How do you create an event/meeting in a different time zone?
Does anyone know how do you create an event/meeting in a different time zone?Next Page
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Announcements
Business Day Logic Update: More Accurate Scheduling for Your Workflows
Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictableIntroducing SlyteUI : From Idea to a Working Interface in Minutes
Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming or exhausting. SlyteUI makes this possible by simplifyingCross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters
Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advancedUpdate to CRM Custom Buttons: Collect Users' Location
Hello everyone! Buttons in Zoho CRM allow you to extend the default CRM capabilities for your bespoke business needs. It provides the flexibility to connect to any third-party application to perform necessary actions. Wouldn't it be better, if those buttonsCanvas templates can now be shared with different CRM organizations
Moderated on 14th February, 2023: Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help doc -Customizing Record Detail Page Using Canvas Dear All, We hope you're well!
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Introducing SlyteUI : From Idea to a Working Interface in Minutes
Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming or exhausting. SlyteUI makes this possible by simplifyingZia Agents in Zoho CRM: a better way to set up digital employees
Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) andZoho CRM strips whitespace in text fields
When editing field text with multiple spaces: CRM - both UI and API trim / compress the whitespace to a single space when saving: Is this known / expected / documented behaviour?How to add "All Open AND Overdue" back to the Home Page Task Component?
Hi everyone, I’m looking for a way to restore the Tasks component dropdown list on the Zoho CRM Home Page. Since the recent update to the Task area in my Home Page Classic View, the dropdown options (e.g., My Next 7 Days + Overdue) are too restrictiveCan we rely on order of returned ids when inserting multiple records?
Hello! API https://www.zoho.com/crm/developer/docs/api/v8/insert-records.html does not mention that the response array will match the input array*, keeping this important information implicit and someone might have doubts to rely on it. (*the response
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Sticky Posts
Zoho CRM Community Digest - March 2026 | Part 1
Hello Everyone! March kicked off with a strong mix of AI-driven enhancements, smarter data handling, and practical workflow improvements across Zoho CRM. From leveraging Zia for automated communication to optimizing cross-platform data retrieval, thisEnhancement 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 replaceZoho CRM Community Digest - February 2026 | Part 2
In this edition, we’re highlighting a few more product enhancements, along with some helpful community discussions that explore everyday CRM scenarios from automating reminders and managing lead outreach to making the most of APIs and client scripts.Enhancement to ICR’s field prompting: Preferred data extraction using advanced field prompting
Dear Customers, We hope you’re well A quick background Intelligent Character Recognition (ICR) comes as part of Zia’s optical recognition capability called Zia Vision. When we introduced it last April, the data extraction was training-based and was applicableGood 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 activities
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