Canvases Auto-Skewing/Adding Scroll Bars When They Were Not There Prior
Is anyone else noticing rendering issues in their canvases today? It seems to be mainly icons which now have scroll bars added which makes them all look off, though some fields seemed to revert to squished length as well. Were the icons replaced with
How to see exact clicked links in CRM from Zoho Campaigns ?
Hi, I'm wondering how I can see the clicked links from an email sent from Campaigns when I'm in a campaign in the CRM module. I can see the number of clicks but I need the sales team to be able to see which link has been clicked by a prospect or contact.
Add home page or dashboard in CRM customer portal
is it possible to add home page or dashboard in CRM customer portal?
Introducing Color and Order Preferences for Blueprint Transitions
Blueprints exist to improve the efficiency of your company's processes and ensure compliance — but only if your users follow them promptly. More often than not, your users may find it challenging to adopt your processes and follow through on them, especially
Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM
Release update: 1. 2 March 2026: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. 2. 26 March 2026: CA, SA, AU, JP, CN DCs - Free, Standard, Professional, Enterprise, Ultimate, CRM
Boost your CRM communication with new font types, sizes, and default reply-to options while composing emails
Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add custom
How to check Leads with no Task (open activity)
Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.
How do I delete all my leads so I can start again?
How do I delete all my leads at one time so I can start again?
Email Opt Out Question
Has the problem where if a customer is emailed opt out prevents you sending standard emails? For me this feature is simply to stop any email marketing and should not block people from receiving emails via Zoho mobile, which makes no sense.
Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!
Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
Agents in Homepage
Hello all, Your agents do useful work. They find things like important leads, deals, and updates for you. But until now, you could not see any of this on your Home page. To check what an agent had found, you had to open the agent on its own, away from
Mass Email: Individual or Bulk?
Can anyone confirm that the mass email feature sends as an individual email or as bulk? I'm curious to know what a mass email header looks like.
Zoho CRM's Old User Interface is set for EOL - Deadline and What to Expect
Hello Everyone, We are nearing the completion of enabling the Next Gen UI for users as announced in this post. The Next Gen UI introduces CRM For everyone with an improved workspace experience housing features like Teamspaces, Team Modules, enhanced views,
Last Name Required
Is there a way in CRM with the last name field to make it not mandatory? We are taking leads from a web form created in ZoHo CRM Form builder Form fields for this specific form are: First Name E-Mail Question/Comment Previously when using another form
Reports not adding up
I have a subform that we add lines for costs. These are added up in the aggregate (see image 1). When I pulled these into reports, I link the aggregate subform cost, but it keeps adding each subform line, instead of just the PO Subject and the numbers
Can't send email using template. Email address has been blocked error.
Hi. I'm setting up a new Zoho CRM account and doing our first customizations. While testing the email templates to use during blueprint transitions, I always get this error: "Sorry! Email address has been blocked." Any ideas? Thanks. Bruno
Canvas and calendar
Is it possible to have a canvas view that shows say a contacts details with the meetings calendar on the same page?
Survey questions inside email template
We have a Net Promoter Score survey. It is 3 questions only. When the deal is closed we need to send an email to a customer asking them these 3 questions. Currently, the only option I can find is to give a customer a link to survey. What we need is to
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
Integration problem between zoho crm and zoho forms for an update in zcrm, with two mapped custom fields
Hello everyone, I need to correct an existing integration between Zoho CRM and Zoho Forms: the use case is that a user needs to send an email to a contact, who will click on a button in this email, redirecting to a Zoho Forms. The contact can update or
Why is the ability Customize Calls module so limited?
Why can't I add additional sections? why can't I add other field types than the very limited subset that zoho allows? Why can I only add fields to the outbound/inbound call sections and not to the Call Information section?
Microsoft Teams now available as an online meeting provider
Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings
Data Discrepancy Between Zoho Chart
Hi, I am doing the CRM lead analytics using the Standard Funnel chart. I notice the total summary given by the standard funnel chart does not match with my bar chart or line chart using the same criteria. Its even not matching with my data in the leads
User manual as PDF
Hi, on the User Manual pages (for CRM, Support and other Zoho Apps) is a print button, but mostly the pages contain only links to other pages. So, printing the manual is of no use. Is there any PDF version of the FULL manual? Or any other source where
Problem with “Zoho Sheet view”
I am experiencing an issue while using the ZOHO CRM system. Currently, I open previously imported lead data through the “Zoho Sheet view” feature. However, it seems that this spreadsheet can only be used temporarily and cannot be saved permanently. The
Any Medical Therapists/Practioners out there that use CRM for their SOAP and client records?
Is there anyone out there that is a medical therapist/practitioner who uses Zoho CRM to keep their SOAP notes and client information. I would be interested to know what edition you use and how you integrate your client records into the system.
Click to edit fields with Canvas layout
Hi, I have integrated new layouts using Canvas and its been going well so far. Although I cant seem to figure out how to change the fields so you can click anywhere on it to select or edit the field. Now a small pencil will appear next to the field you
How can we disable "My Requests"?
We are not using this functionality in our system at all and our users get confused.
CRM Portal Lookup Linkage and Related Fields
hi, if someone can give me the right path, would be greatly appreciated. we want to do a customer portal for our partners who we issue work orders for our customers, the linkage via lookup fields Partner -> Work Order -> Customer in our portal, the primary
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
Attachments_Upload Failed
All users are unable to "Upload" attachments within a project. CRM was working fine up until about 3 minutes ago. Continues to say "Upload Failed"
Need to make a specific canvas my default view for contacts
Need to make a specific canvas my default view for contacts How do I do it?
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
From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with
Team Module Issues?
We are testing Team Licenses for use by our Customer Service staff. I created a Teamspace called CSR and only assigned two users to this space: Administrator (me) and “Team License Test.” Team License Test is assigned to the Team User profile, with a
Stop by and explore our six updates in ABM for Zoho CRM
Dear Customers, We hope you're well! ABM for Zoho CRM is built to sharpen your database so that you engage with the right set of customer accounts. To fine-tune it further, we have six new updates: New access location for ABM Refined account entry criteria
Thunderbird Integration
Is it possible to set up thunderbird integration so communications from and to people who are already in zoho crm can be recorded against their contact card? Plus you could easily 'creat lead from this contact' in thunderbird? Adam Colthorpe
How to link three modules
Hello all, I have a very small but annoying obstacle, that I would really appreciate some ideas. Lets say we have the following Modules Accounts Contacts Assets Assets are connected to Accounts via Lookup - meaning that one Account can have many Assets
Criteria-based follow-ups , and additional email response signals in Cadences
Hello all, We've got a couple of updates for Cadences. Until now, the next follow-up in a Cadence was triggered based on the response to the previous follow-up. With this update, when the previous step is a call or a task, you can now also trigger the
Bug with copying workflows
This is getting very tiresome. When I clone a workflow to use it as the base for another workflow - It doesn't disassociate. By this i mean that if i make an update to one workflow, it updates in the other workflow. I have assumed that when i clone a
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