Team Modules in Zoho CRM: Empower Every Team, Break Silos and Boost Collaboration
Hello Everyone, The ultimate goal of every business is to achieve customer delight—and achieving customer delight cannot happen with the effort of a single person or team. At Zoho CRM, we believe that it’s a shared mission that spans across your entireCompany centric layout
Hey everyone, I want to have an "account-centric" Zoho, where the main part is the "Account" and other parts like "Contacts", "Deals", "Projects" are linked to this "Account". Tricky part is, that I have different layouts for different departments, andCRM HAS BEEN SOOO SLOW For Days 05/15/25
I have fantastic Wifi speed and have zero issues with other websites, apps, or programs. It takes an excruciatingly amount of time to simply load a record, open an email, compose an email, draft a new template, etc. Am I in a subset/region of subscribersIntroducing 'Previous' and 'Next' operators for enhanced date-based filtering
Hi everyone, We are excited to introduce to you two new operators - Previous and Next - for your date and date time fields in filters as well as in custom view. For starters, let’s say you want to filter records based on Created Time: Previous 6 months:Same users on different accounts
I have an issue I need help with. Whilst trialing ZOHO CRM I created the following: Account1 using myname@myorganisation.com.au and 2 personal emails Account2 using a personal email and 2 users sales1@myorganisation.com.au and sales2@myorganisation.com.auIf Formula with Abs and Now included!
Hi all, Having a bit of trouble with an If formula when creating a formula field with currency return type. This is what I've got: If(Now()>=${Agreement History.Rent Review Due}, '${Agreement History.Holdover Price}', 'Abs(${Agreement History.Rent AchievedFormat any date to match the user's locale settings with this Client Script
A common problem in Zoho Client Script is a user's date format. On Create/Edit pages, Zoho will only accept a date if it matches the user's locale. Even if the date is in a correct format, or Zoho date format, user's can't save a record if the date formatHow to add a contact ID to contacts I'm importing with migration
New user, business owner here, not a data specialist. I'm attempting to migrate import data from my old CRM, Daylite, via a .csv file. I feel like I've mapped the columns in the .csv file, however when I click save and next, I get a message saying theHow to create Comparison across Period chart in a dashboard?
Hi all How can I create this chart in a custom dashboard? The issue for me is that this chart is very small. The CRM module (unlike Projects module) has no ability to expand a chart. I want to make it larger, but also want to include it in a custom ForecastThreads view for email sent from Cases module in CRM
Hello all, Following the previous announcement regarding the support for the Send Email functionality from within the Cases module, the Email thread view is now available for emails sent from the Cases module. This enhancement is for better readabilityCustom view placeholders
Hi all, On some occasions it would be great to have placeholders setting up a custom view. Example in our case we have a field for a year. We would like to have a placeholder like $.{CurrentYear} that will insert the current year 2025 e.g. Now we haveUSA Military addresses
When we have a client with a US military address adding them to the CRM, or having them fill in a form is a problem. Zoho Forms and CRM doesn't seem accommodate them correctly. It doesn't make sense for me to have to create a secondary data model forHow to avoid outgoing emails from Zoho CRM from being treated as SPAM/Junk when arriving in an Outlook Inbox?
I just upgraded to Zoho CRM paid version so I could use the Mass EMail feature using a simple email template I prepared. When testing this feature out, I sent emails to my Yahoo, GMail and to an Outlook EMail Inboxes. Yahoo & GMail received the messagesCanvas View Change History
We are trying to setup Canvas Views and it is really not a pleasant experience. It bugs a lot, some pages are just not accessible anymore and it shows that a view is just not editable because it shows a blank page, although when we open an actual record,Leadchain BUG
Hello i have a problem with Facebook Leadchain. All of the information is populated correctly in the CRM, except the campaign. I want to add new leads to an existing campaign, but the lead is not added to the campaign even tough i have selected the campaignSales Order automatic Convert to Invoice using boolean True or false
It is possible to convert the Sales order to an invoice using a boolean field, true or false Example: I create a field in my Sales Order, I name it QBO Invoice, and the field type is Boolean, true or false. Let's say the default is false, so when I changeShould I save dead quotes
I work in vehicle transport, specializing in transporting vehicles for dealerships. My role involves collaborating with individuals at each dealership to facilitate the transport of their vehicles to customers and from auctions. My question is whetherCreate Full-data sandbox now in Zoho CRM
Full-data Sandbox feature is being released in a phased manner, and is currently accessible to users of the CN (China Region) data center. Full-data Sandbox is now available for JP (Japan) DC. Latest Update: Full-data Sandbox is now available for SA DC.Widget function call not working – need help
Hi everyone, I'm building a widget for Zoho CRM and trying to call a Deluge function from it using ZOHO.CRM.FUNCTIONS.execute, but it's not working. Here’s what I did: I created a Standalone function in Deluge. I'm calling it inside ZOHO.embeddedApp.on("PageLoad",Leads Should Support Business-Centric Structure for B2B Use
We’re a B2B company that generates leads for other businesses and often engage with multiple contacts within the same company. For years, we’ve struggled with Zoho CRM’s limitation of requiring a Last Name field for leads. For example, if we’re pursuingZoho AI Translate – No Support for Hebrew?
I want to use Zoho AI Translate, but I see that it does not support Hebrew. Since Zoho supports multiple languages, I was hoping this function would also work with Hebrew. Is there any plan to add Hebrew support in the near future? Or is there an alternativeDefault value for Subject field in Case module
I would like to add a default value to the Subject field in a custom module based on the Case module. Since this field is mandatory, I can't use a workflow rule that adds a default subject if the field is left empty. So I would like to display a defaultWhere to find User Performance Page in CRM?
Hi all Just googling answers to another forum post I've just put here when I found this page; https://help.zoho.com/portal/en/community/topic/forecast-performance-analysis-public-early-access-2023 It shows this User Performance Page screenshot. I can'tHow to mass update member status in a CRM Campaign?
Does anybody knows how to mass update member status of the contacts (or leads) associated to a campaign. I can click on a campaign record and go to the Contacts in the Related List fields but then it shows only 10 contacts per page at once. It is hardI need to know the IP address of ZOHO CRM.
The link below is the IP address for Analytics, do you have CRM's? https://help.zoho.com/portal/ja/kb/analytics/users-guide/import-connect-to-database/cloud-database/articles/zoho-analytics%E3%81%AEip%E3%82%A2%E3%83%89%E3%83%AC%E3%82%B9 I would like toButton on Deal screen to automate changing deal dates?
Hi I spend a lot of time working with our accounts managers here moving deals around the calendar, qualifying things etc. I'd like to have an easy way to change the closing date on a deal, from the deal screen table, rather than either click in to theAutomatic Display the Price from CPQ
Is it possible to display the discounted price from CPQ that I created for my customer? For example, when the customer selects Product A, instead of showing the default price, it should display the discounted CPQ price.Introducing Global Sets for easy management of similar picklists in CRM
[Update | Sep 2024] We've increased the maximum count limit for global sets. These new limits are now live for AU and JP data centers and will be gradually opened to all. Please check this link for the updated limits. Hello folks, As administrators whoZoho CRM to Zoho Projects Workflow {"error":{"code":6831,"message":"Input Parameter Missing"}} connecting
void automation.Untitled_Function(String ProjName) { resp = invokeurl [ url :"https://projectsapi.zoho.com/restapi/portals/" type :GET connection:"zohoprojects" ]; info "Portal API Response: " + resp; portalId = null; if(resp != null) { if (resp.containsKey("portals"))Add a Calender view in Zoho CRM
I would like to ask if it's possible to add a calendar view to a custom module in Zoho CRM. Is this feature planned for future development? It would be extremely helpful for us. I’d like to allow my users to view the data visually in a calendar layout,Make the edit fields hover in Canvas View look the same as the Detail Page
The edit field UI in the Canvas View is not consistent with the standard detail page UI. For some modules we have Canvas views, for some we don't. We don't want it to look differently. We want it to look like one system.How to know number of days between Deal Stages?
Hi Team - how do I know the number of days between Deal Stages? I have a Deal blueprint and I want to know the number of days it takes the Deal to be on Stage 3 to Stage 8? I can't seem to create a report for that. Our Deals have 11 Stages and our Purchasing department is in charge of Stage 3 to Stage 8 and I want to know the number of days it takes for them to complete their stages?How To Change Open Activities View in Canvas?
Hi all, I want to have my open activities have this view, but I cannot see how to make it look this way in Canvas. Not only that, but there isn't a way to rearrange the Standard view in Canvas, either. What I want (this is in the Standard layout): WhatCustomers not receiving emails
So, a little backstory, we have been using Zoho Forms for the past eight years. And when we initially started, we would have email notifications be sent from inside Zoho Forms after a submission. We recently started using Zoho CRM as we wanted a betterGoogle Drive
How to add more modules in google drive as I don't want Zoho space? TIAPossible 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 PipelinesFilter Multi-Line Properties with Plain Large Text
To be able to filter fields that feature Plain large text, I am only able to filter on plain small text when you offer 3 separate options.One user multiple access?
Hi, I want to know if t is possible to have just one Zoho account for the business and have multiple users access this at the same time?To be able to create a report sub folder
Hello Can we request the ability to create subfolders in report folders.How to add a discount (percent %) field?
My particular case it’s regarding the “Opportunities” module. I’ve created a subform to calculate the value of the opportunity, and now I’d like to include a discount field in the form of a percentage. However, no matter how or where I add the "percent"Next Page
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Rich 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 usingNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationEmpowered 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 individualsElevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowEnhancements 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. From
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Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowProduct details removed during update from other system
We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped duringCan I get images from an "Image Upload" field in a webhook?
I want to send images from 2 "image upload" fields via a webhook. Is this possible?Map Dependency Fields - How can can I limit picklist values from a multi-select Parent field?
I know the "Map Dependency Fields" feature doesn't allow a multi-select parent field. However, I need the functionality. Can I do it through a deluge function, and would it still support color coding picklists? We need the color coding for quick scanningAbility to Create Sub-Modules in Zoho CRM
We believe there needs to be a better, more native way to manage related records in Zoho CRM without creating clutter. Ideally, Zoho would support "sub-modules" that we can create and associate under a parent module. Our use case: We have a custom module
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Sticky Posts
Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationElevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowZoho CRM: Sales Rep Professional Certification Program on Coursera
We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universitiesEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithNotes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
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