Super 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.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 userKaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters The Cross-module filtering enhancement is now available to all CRM accounts in the followingBefore Going To The Qc stage , site ready ness file upload mandtoty how to achive this in the blue print transition
Before Going To The Qc stage , site ready ness file upload mandtoty how to achive this in the blue print transition On click of the Predelivery transition can we show site ready ness file upload mandtoty or on click of the QC show the alert message siteEnhancements to finance suite integrations
Update: Based on your feedback, we’ve updated the capabilities for integration users. In addition to the Estimates module, they can now create, view, and edit records in all the finance modules including Sales Order, Invoices, Purchase Order. We're alsoAdd views to new CRM UI navigation + Unlimited Webtabs
Zoho CRM is so close now to being the ultimate business application with the new UI, as soon as this one feature is added. This is probably where Zoho is headed but if it's not I want to BEG for this to be incorporated. What we need is to be able to putIn the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote
In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote Pls help how i fix thisZoho CRM email formatting issues
I have been having a hard time with formatting email templates. It feels like Zoho email is "fighting my edits." It refuses to change size, font, etc. Sometimes, the template looks great, then when the email gets sent, it looks completely different- someKeeping Track of Email Threads
Hi, Z CRM is great for tracking all the activities one would want to track whilst qualifying leads, converting to customers, closing deals etc etc, however.... ....although I can use Z CRM to send an email to a lead/contact and have that recorded as an activity for other team members to see, there is no way of capturing an inbound email from that lead. Assume my lead replies to my email sent from ZCRM, in my case, the response arrives in my ZMail account. However I can't get it back into ZCRM toEnhancements in Portal User Group creation flow
Hello everyone, Before introducing new Portal features, here are some changes to the UI of Portals page to improve the user experience. Some tabs and options have been repositioned so that users can better access the functionalities of the feature. FromCalling Token API in Postman returning "error: invalid_client"
Hello, I've been working on setting up an API to get data from zoho crm into a third-party application. I'm currently testing the setup in Postman, but I'm getting an error from the API to retrieve the access token. It keeps returning "error: invalid_client".How to handle this process need using a Blueprint?
See one minute screen recording: https://workdrive.zohoexternal.com/external/eb743d2f4cde414c715224fc557aaefeb84f12268f7f3859a7de821bcc4fbe15CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesCannot delete old accounts
Hello, I try to delete old accounts from CRM, but it won't permit, saying documents are still linked to them. I searched in CRM and BOOKS, found some documents and deleted them, but still CRM won't delete them. Any idea how to do that ? I have a lot ofClient Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceAccess CRM Variables from Formula field
Is it possible to use a CRM variable (defined in Developer Space -> CRM Variables) in a formula field for calculations ?Need to upsert "Created Time" field in Leads Module
I am in the process of implementing Zoho CRM for my business. I need to modify the "Created By' field to reflect the actual date/time the lead was captured in my original Excel file. Otherwise, my conversion velocity data will always be inaccurate, whichClone a Module??
I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of VendorsEnable History Tracking for Picklist Values Not Available
When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?Request to Customize Module Bar Placement in New Zoho CRM UI
Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitiveDon't understand INVALID_REQUEST_METHOD when I try to post up an attachment
When I make the POST request (using python requests.post() for files): https://www.zohoapis.com/crm/v8/Calls/***************01/Attachments I get this response: r:{ "code": "INVALID_REQUEST_METHOD", "details": {}, "message": "The http request method typeSet Custom Icon for Custom Modules in new Zoho CRM UI
Is there a way to show contact emails in the Account?
I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detailIncoming 'Message' data via WhatsApp appears empty
the Incoming 'Message' data via WhatsApp appears empty; instead of customer messages, I only see CRM system notification messages are being displayed. I have seen 3 messages like this since yesterday it seems that in 'All Message' the message snippetHow to search (web API) for a Calls record by phone number?
Using v8 /Calls/search web api I'm unable to to complete a search request no matter how I use the api: When I try using "criteria=" I get: response: <Response [400]> response_json: { "code": "INVALID_QUERY", "details": { "reason": "the field is not availableLook Up Field Type not available for events and tasks?
Look Up Field Type not available for events and tasks?Kaizen #131 - Bulk Write for parent-child records using Scala SDK
Hello and welcome back to this week's Kaizen! Last week, we discussed how to configure and initialize the Zoho CRM Scala SDK. This week, we will be exploring the Bulk Write API and its capabilities. Specifically, we will focus on executing bulk writeCanvas Detail View Related List Sorting
Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?Mass Update in Zoho CRM
Hello, I want to update my past update records by using deluge on some conditions. anyone can please tell me how can I do it.Action requested: Retain your sales journey configuration in Path Finder
Dear Customers, We hope you're well! As you might know, we're completely overhauling our journey management suite, CommandCenter, and are in the last leg of it. As a means of getting ready to go live, we will be announcing a series of requests and updatessearch layout in new version
Hello where is the menu for customizing search fields (module search layout) in the new zoho version (2016) ?? thanks nonoKaizen #121 : Customize List Views using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and IsWidget Upload to CRM Fails with “Page Not Found” – Even with Correct Index Path
I'm building a simple widget to export Contact data to CSV in Zoho CRM, triggered via a custom button. The widget uploads cleanly, appears in the widget list, and is successfully assigned to a Contact detail view via a custom button. But when clicked,Account disabled
I have an issue I need help with. Whilst trialing ZOHO CRM I created the following: Account1 (-------------) using m__ame@m__rg___s__i__.___.__ and 2 personal emails Account2 (-------------) using a personal email and 2 users _al__1@______________._o_.__Text snippet
There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email.Advanced factors for multiple scoring rules: Now with Zia scoring automations for all modules
Greetings all, We're happy to offer improved scoring features by adding extra scoring factors, including Zia Scores, in our multiple scoring rules (MSR) feature. These new factors—which empower existing traditional scoring factors—include criteria forhow to add new line in Deluge?
I want to make string with line separation like this: this is the first line second line third line I have tried to use \n <br> or </br> inside the string but I can't achieve the result like the example above. I want to create a task by using custom functionTracking training certification expirations
Hi Zoho Community! I'm looking for some input on the best and most efficient ways to track training expirations in Zoho CRM. I have a very specific workflow that I am looking for - my company offers trainings, and the certification expires every 2 toConditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help.Next Page
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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 coupleRich Text For Notes in Zoho CRM
Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By usingExperience effortless record management in CRM For Everyone with the all-new Grid View!
Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view andZoho CRM Community Digest - June | Part 1
CRM FOMO is real. You could be doing everything right and still miss the beat. That’s where we come in. Zoho CRM Community Digest! Every two weeks, we bring you the insider scoop on all things CRM: brand-new features, time-saving tips, clever workarounds,Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
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Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individualsExperience effortless record management in CRM For Everyone with the all-new Grid View!
Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view andWidget Upload to CRM Fails with “Page Not Found” – Even with Correct Index Path
I'm building a simple widget to export Contact data to CSV in Zoho CRM, triggered via a custom button. The widget uploads cleanly, appears in the widget list, and is successfully assigned to a Contact detail view via a custom button. But when clicked,In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote
In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote Pls help how i fix thisHow to handle this process need using a Blueprint?
See one minute screen recording: https://workdrive.zohoexternal.com/external/eb743d2f4cde414c715224fc557aaefeb84f12268f7f3859a7de821bcc4fbe15
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Flex Your Creativity – A New component to Canvas in Zoho CRM
Hello Everyone We’re excited to introduce Flex, a new component for Canvas in Zoho CRM! Flex is here to give you greater control over how your data is displayed in your layouts. This component enables responsive layouts that adapt across different screenKaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Action requested: Retain your sales journey configuration in Path Finder
Dear Customers, We hope you're well! As you might know, we're completely overhauling our journey management suite, CommandCenter, and are in the last leg of it. As a means of getting ready to go live, we will be announcing a series of requests and updatesCelebrating 200 posts of Kaizen! Share your ideas for the milestone post
Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQsIntroducing a new home page view and UI enhancements for Dashboards
Hello everyone, In CRM, the home pages provide a quick view of the various happenings in a business with the help of dashboards. The home pages also help to organize one's and the team's day's work. There are three views in the home tab: Classic User's
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