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
sending a Daily nag reminder email?
I'm wondering if it's possible to set up nag reminders, if a task/case/deal is overdue then i want send a daily email until it's either closed, or the due date is updated. A date based workflow automation looks like it will only trigger once, and not
Mass Update of Lookup Fields not possible
Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
Introducing spam detection for webforms: An additional layer of protection to keep your Zoho CRM clean and secure
Greetings all, One of the most highly anticipated feature launches—Spam Detection in webforms—has finally arrived! Webforms are a vital tool for record generation, but they're also vulnerable to submissions from unauthenticated or malicious sources, which
Stop automatic email linking to deals after it is closed lost or Won & Done?
How do I closed automatic linking of emails to deal which are closed or Won & Done? This is really important for us because sometimes if a new RFQ comes in the email is gets linked into an old deal which is lost or won and done.
Multi-currency in Zoho CRM Forecast and Reports
As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales
Approval Process configuration is now more flexible and fully customizable
Hello everyone! Approval Process is back with a better user experience that makes it easier to add rules to your processes. This enhancement includes some UI updates that help you create highly structured approval stages—and more. Let's look at the enhancements
Customize Colors used on graphs and charts according to users desire.
It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!
CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
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 advanced
Zoho broke Client Script with the Quick-Create Client Script
So, Zoho broke Client Script. Most likely inadvertently, but it's broken never-the-less. Prior to the Quick Create client script update, creating a new record using quick create would trigger the parent page on Script(s). It does not any more. So if I
Functions support in review process actions
Hello everyone, Zoho CRM's review process actions now support functions, giving users complete flexibility to automate activities in all phases of record involvement in the review process - on submission, on review completion, and on rejection. Until
Print Zoho CRM Calendars
Why is there no way to print a calendar in Zoho CRM? There should be a basic means to print a daily, weekly, or monthly calendar just like other calendar programs.
Additional storage for Full Data sandbox
Available across all DCs. Hello everyone, As CRM environments grow, production data naturally expands. Previously, a Full Data sandbox included 10 GB of storage by default. Once a production environment exceeded 10 GB, creating a new Full Data Sandbox
Tax in Quote
Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from
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!
Kiosk Page Refresh
We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when
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
How to customize X/Y-Axis labels in CRM Chart Reports?
Hi, While exploring custom chart reports in Zoho CRM, I’ve hit a roadblock trying to change the names of the X-Axis and Y-Axis labels. They appear completely locked as the default values. Zoho seems to hardcode these labels to match the exact field names
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
Next Page