Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
Button or Links order
Is there a way to re-order the buttons or links that are created? Moderation Update: With our recent enhancement to custom button creation from the layout editor, administrators can now reorder custom buttons directly from the layout editor, and this
Widget Height were destroyed
All widget heights in the Details Canvas view are broken. Moderation Update: This is a known issue with widget heights in Client Script popups and flyouts. A fix is in progress, and this post will be updated once it's released.
Task Module quick create settings
Hello, requesting the Task module receive a quick create customization settings. We have added custom fields and have to select "More fields" at the bottom of the pop-up to access the custom fields.
AI Calling
Hi, does anyone have experience or any thoughts on AI Calling. Getting AI to make calls on behalf of your company. We are looking into it, but are finding it difficult to get info and providers that can assist.
CRM Address Field - States with Countries in brackets
Hi, Could you please remove the country in brackets from the Global State List, or at least allow us to edit these entries? It looks like the brackets were added during the initial data population, perhaps by someone building the list in a spreadsheet
đź‘Ť Zoho CRM's Notes now gets Reactions and a new look
Available in SA and JP DCs. Rolling out to other DCs in phases. Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records. Now with Note Reactions, users can quickly acknowledge updates, express
Specifying time increments on a Date/Time field
Hi all, Im using a Date/Time field in my CRM module. At the moment the increments are 30 minutes. How can I change these to be 15 minutes? Thanks
Mail Merge templates in Sandbox
Rolled out for all DCs Hello everyone, You can now create and test Mail Merge templates directly in Sandbox, making it easier to validate document generation without affecting your live organization. Why this matters Mail Merge templates are often used
Which Zoho CRM tasks would you want an AI assistant to handle?
I’ve started delegating my Zoho CRM work to AI – and many tasks now take me half the time. It has been so useful that we’re now working to make it available to everyone. Instead of clicking through records and tabs, I simply describe what needs to be
Create a single record from multiple images with ICR
Hello all, Zia's Intelligent Character Recognition can now create a single record from multiple images based on the configured ICR rule. Users can upload up to three images at once, such as an ID, a passport, and a business card, and Zia will extract
How to present an Analytic on a CRM dashboard and filter it on loginuser id
How to present an Analytic on a CRM dashboard and filter it on loginuser id? I want to display an Analytics pivot table (as a widget) on a CRM dashboard and have the pivot filtered on the loginuser. I want additional user-filters available, such as date,
Button Display Conditions
Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field
How does Zoho handle the daylight savings time change in Alberta?
Alberta has just made the decision to get rid of daylight savings. This means that as of November 1, 2026 we remain on UTC-6 year-round. We have timing errors in meetings scheduled after that For example, we scheduled meetings in late November at 9:00
Can't set conditional layout rule on lookup field in Zoho CRM
Namaskaram Zoho CRM team, Usually any fields of module except mandatory fields can be hide using conditional layout rules. But that can't be set on lookup fields event that is not a mandatory fields. Many users are in need of that. Crafted with ❤️ Zoho
Need to be able to apply layout rules to 'Multi Pick List'
Currently, we are unable to apply layout rules to fields that are 'Multi Pick List'. This means we have to instead use checkbox fields, but they are inefficient. For example, we use the Multi Pick List to list our products. However, we're unable to apply
Workflow Automation Not Triggering
My Zoho CRM workflow sometimes doesn’t trigger when a record is updated, even though the workflow criteria appear to be met. What should I check to find out why the workflow is being skipped?
Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
Best practices for importing phone numbers
I've recently found a problem with my phone provider, integrated with Zoho CRM, where a phone number that starts with 00 instead of + won't work. The problem has no solution: they tell me to replace all 00 with + I've always preferred using 00 instead
Kiosk / CRM Timezone Oddity
I grant you this is much easier to see than to explain, and snapshots here won't help much and I don't want to snapshot my record anyway in a forum, so bear with me... Effectively... As there had been discussions on times coming through in different timezones
How to add PHONE number to the Activites view
This just seems like something so obvious and I can't believe I can't find it. When I add a TASK for a person that I want to call back, I'd like to be able to see that persons PHONE NUMBER in the actives list. Ive added every field possible in the views, and the best that it gets is the person's name, but not their phone number. I'd like to be able to just print my tasks, seeing the person I need to call back with their phone number. Is there a way to do this in the FREE edition? thanks.
Introducing Zoho Key Service, a simpler way to access LLMs without API keys
Available in the Professional, Enterprise, and Ultimate editions in the US, IN, AU, JP, and CA DCs. Hello everyone, We are excited to bring Zoho Key Service (ZKS) in Zoho CRM, a simpler way for organizations to access and use third party LLMs. You can
Trigger Workflow Rules from subform row actions
Hello all, Previously, workflow rules could only be configured at the module level, which meant subform data had to be tracked and managed manually. With this update, workflow rules can now be triggered directly by actions within subform rows, giving
Display Issues
Hello, Our company just changed General Managers and the other one was the super admin. Since deleting his profile and making our new General Manager the super admin there have been ongoing issues. One in particular, is when creating estimates, sales
Presenting 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 delivers
Introducing native agents: Configure your CRM with natural language
Hello all, Configuring your CRM just got a lot faster. We're introducing native agents into Zoho CRM that configure your settings using natural language. Instead of navigating multiple screens, describe what you need and the agent builds it for you. What's
Transferring CRM Templates
I have two different scenarios for transferring the CRM template and would like to know if it is possible to do for either.  1. When designing my CRM template, I created all the fields in the Leads module. I have not duplicated all of the fields (or their positions on the page) in other modules like the Contacts, Potentials, Accounts, etc. Once I get my Leads template designed the way I want, I would like to copy the fields and their page positions to the other modules. Is it possible to do
Is 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.
Possible to reorder Pipelines position?
I have multiple Pipelines and want to reorder their positions, so that in the Deals module record for the Pipeline field, I have them ordered in a certain way. Is there a way to reorder the position of the Pipelines without deleting existing Pipelines
Rename default fields in Zoho CRM
Hi, I'm setting up Zoho CRM for an Australian company. They are perplexed by the names of the address fields, e.g. "Billing Province" (we would call it Billing State) and "Billing City" (we would call it Billing Surbub). I would like to request that these
Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified
I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that
This forum appears to have been hijacked by "Saurabh Singh" and their new-found automated AI answering bot...
Is there really a need to add comment to every single forum post - regardless of previous outcome, status or age - with the same tiresome "3 or 4 point suggestion + summary" structure, that in most cases simply repeats what was already determined?
Zoho Book’s native record page is now rendered in CRM keeping approval process, retainer invoice, & more at reach
Refashioned Zoho Books integration with Zoho CRM Dear Customers, We're pleased to announce a significant upgrade to the Zoho Books integration in Zoho CRM, offering greater convenience. TL;DR: Zoho Books record's information is now accessible directly
Is it possible to convert regular pick-list to multi-select pick list?
I have a regular drop-down pick-list and we realized that we need this info as a multi-select pick-list.  I don't think there is a way to convert from one type to the other, but what is the simplest way of moving the data over?  Meaning, whatever value
Data from related modules in the criteria builder
CRM workflow conditions work great in majority cases, e. g. I want to send an email upon a particular data event. Now, there are cases where I want the workflow, email, email template to sit on a module A (let's say Companies) but the condition depends
Record Detail - Canvas View - Grouped Mirror Fields Don't Populate
Hello, I could have sworn this used to work, so I'm not sure when it stopped, but I have a canvas view on my Account record detail page and I have a lookup field with its 3 mirror fields on said page. If I just put the fields separately, they render fine.
Enhanced Zoho CRM and Office 365 calendar synchronization features!
Dear customers, We're excited to share some significant improvements to our Office 365 calendar synchronization features, aimed at providing you with more control and a more personalized experience. What’s new Choose your Office 365 calendar: During the
Zoho CRM - Cadence Data Availabe in Zoho Analytics
Hi Zoho Team, I've noticed that Cadance data is not currently available in Zoho Analytics. Is there a timeline for when this will be available? Thanks, Ashley
Funnel widgets showing Amounts not just Count
Hi Can I request that the Funnel widgets have a toggle that allows you to optionally show that it shows the value of deals rather than just the count of deals. There are some great funnel widgets, but they all seem to only show counts. Whilst I get that
Forecast for Profit
Hi Can I request the ability to be able to create a forecast for custom fields, other than for Revenue and Quantity? I want to target the team by profit. Profit is a custom field, so I get why it's not on there, but really it's just a value field like
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