Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later
I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful
"Else / If" Statement in Zoho CRM Inventory Template
Hello, I would like to use the below "Else If" in my Inventory Templates, but it's not working correctly. Essentially, if the field "Quote Payment Terms" is filled in, display that. If "Quote Payment Terms" is blank, display "Account Payment Terms" instead.
Stock management : updates of quantities
Hello, We are having many troubles with Zoho CRM on Stock Management. - We changed some names and added some status to the possible Status of SO and PO. - Now, the stock management has gone crazy. If we create a S.O., it increase the quantity in demand
externernal user adding issue
externernal user adding issue
Can I add Conditional merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
Is it possible to set create deal checked by default when converting a lead?
In our company whenever a lead is converted we make a deal. It is a pain to have to check the box every time. I would prefer if it was just a default behavior and the box wasn't even there. But it would be fine if the box could be checked by default.
Files in Teamspaces: keep your team's documents where the work happens
Release Note: This feature is available for all accounts across all DCs Hello Everyone, A Teamspace is built around a specific team and a shared objective, and it holds the modules and projects that team works with every day. The document that team depends
Is it possible to change the percentage field in zoho crm , to put 3 decimals ?
Hello , I need to write 1,444 in the percentage field in zoho CRM. However, I've noticed that there is a limitation of 2 decimals for this field. I've found out that if I replace this field with a Decimal one (.OO), I can choose to have 3 decimals. I've
Manage your LLMs with model-level configuration based on cost, performance, and capability
Hello all, Building on models which let you configure LLMs at the vendor level, we now introduce Manage Models. This feature lets you go one level deeper and configure LLMs at the model level, with a centralized LLM models section where you can add and
Why are Contact Form 7 file uploads not reaching my Zoho CRM even though the form submits successfully?
This can happen when Contact Form 7 successfully processes a submission, but the uploaded file isn't being transferred in the format Zoho CRM expects. Your other fields, such as name, email, and phone number, might reach Zoho while the attachment remains
#CyberSecurityAwareness - Be diligent when it comes to Widget security
We love Widgets in Zoho CRM! And in our experience they have become an essential tool for extending the feature set and providing a rich user experience beyond standard CRM UI, functionality and integrations. BUT BEWARE... If you are thinking of adding
Introducing PRM: Build, manage, and scale your partner ecosystem
Growing a partner ecosystem is a good problem to have. What starts as a handful of partners can quickly turn into a maze of spreadsheets, emails, and disconnected processes. More partners mean more opportunities, greater reach, and new ways to grow
Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions
Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performance
👍 Zoho CRM's Notes now gets Reactions and a new look
Moderation update: Currently available in the following DC's CA, AU, CN, UAE, JP, SA - All Editions EU - Free, Standard and Professional Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records.
Does Zoho CRM have a feature or section for Sales Battle Cards?
I couldn't find any information on this and I'm assuming others are using Battle Cards in their sales process. Just curious if there is a section within CRM or another workaround to create battle cards within the sales process and have readily available
What is "Child Sales Order"
When I click system predefine "Created Sales Order" button, sometimes will display "Create Child Sales Order" instead of "Create Sales Order", in "Child Sales Order" Create Page, system will not allow you to save the record. only one solution is refresh
How to reorder Kanban View Columns in All Layouts?
How to reorder Kanban View Columns in All Layouts? The picklist values are in another order than visible in this view, which is the same for both layouts.
Zoho CRM still doesn't let you manage timezones (yearly reminder)
This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet me
Emoji support in email template subject fields
Can you add support for emojis in the subject line of email templates? Use case: Live is more fun with emojis !! 🪅🎉🥳🍹 But on a serious note, they grab attention and can help make emails appear more engaging. Thanks Olly 🥸
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. Latest Update (27th April 2026): With the early
New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria
Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements
Keep your agents up to date and control who uses them in Zoho CRM
Hello all, Managing agents in Zoho CRM just got simpler. You can now decide which profiles can use each agent, as well as move to a new agent version without rebuilding your setup. Profile permissions You can now choose which profiles can interact with
Zoho CRM's WhatsApp integration now supports multiple accounts, multiple numbers, and custom modules
Hello all, WhatsApp Business now comes with a few exciting enhancements. So far, WhatsApp integration has worked with a single account and a single mobile number. As reliance on the WhatsApp integration has grown, along with the need for multiple accounts
New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons
Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,
Create multiple records with ICR's bulk image import
Hello all, Sales reps often face the challenge of manually entering client information collected from events and conferences, whether it comes from business cards, registration forms, or sign-up sheets. This process is time-consuming and error-prone.
How can i disable Agents and MCP icons from the main menu?
Hi, How can i disable / hide those from left hand pane ?
Zia 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) and
Multi Parent Field Dependency
Currently, Zoho CRM only supports a single parent as a field dependency. We have a use case to support multiple parent fields to find the correct child values. Without it, we would have around 40 million unique values (crazy, I know). Are there any plans
Widget Height were destroyed
All widget heights in the Details Canvas view are broken.
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,
Default value in custom multi line field
No option to add default value in custom multi line field??
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
Which WhatsApp API works seamlessly with Zoho CRM?
I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:
How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?
Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
Unable to export reports despite enabled report export permissions
Hi Zoho Community, We are unable to export reports in Zoho CRM. When attempting an export, we receive the following error: “Cannot Export Report — You do not have permission to export one or more modules used in this report. Please contact your administrator.”
Mirror Component in Zoho CRM: Access real-time related data without leaving your record
Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having
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
Workflow Failure - Notifications
Good afternoon, I have just experienced an error whereby a Workflow failed, for a reason currently unknown. The problem is that one of my users had to flag this manually (thankfully he's very thorough) and this otherwise would have flown under the radar.
Potential/Deal assignment based on territory users
Is it possible to use an assignment rule or any other process to assign new potentials to users within the territory that the Account & potential fall into? My use case is that we have a CSM and BD team that create new potentials in an SQL stage. when
Announcing "Complex Processes, Simple Experiences", a short ebook on legwork and Kiosk Studio
Hello folks, Most processes in a CRM aren't hard because of the decisions one has to make; they're hard because of everything around them, such as opening three modules to gather context, remembering which step comes next, then updating two records and
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