Empower your workflows with Actions by Zoho Flow–now available for Standard and Professional editions
Enhance automation and collaboration across your favorite apps directly within Zoho CRM Dear users, We're thrilled to announce the expansion of Actions by Zoho Flow, previously available only to our Enterprise and Ultimate editions, to our Standard andCustom multi-lookup field not available as an option in the Business Card view
Hello! A custom field "Subsidiaries" is not showing up as an option to add to the business card layout. We have only four of the five fields selected, and other custom fields are available. "Subsidiaries" is a multi-lookup field and the only one we have.Add blueprint buttons to listview and kanban
Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appearWhen entering the company's domain in the "search" field, the Lead with that domain is not found, even though it actually exists.
Good day! We, as Zoho CRM users, have encountered an issue with the system's functionality: During operation, all users have detected a problem with the search for the Lead entity when entering the company's domain in the search field. In other words,Changing an email subject in active cadence
Hi, I have started a candence that sends email template. As it is active, I notice that email subject should be changed. Situation is that some emails are already sent, with "wrong" subject. And for other email sending is scheduled and not yet executed.Users are able to view other users' Meeting records despite access being set on 'Private' with no Data Sharing Rule
Hey there, we installed the Microsoft Office 365 - Meetings App few weeks ago and it seems to be working pretty well. However, what I noticed is users can view other users' Meeting records originating from Outlook events in CRM, despite the fact thatHaving multiple blueprint/workflow inside a blueprint
I am currently designing a Blueprint in Case Module inside Zoho CRM. Each case has documents(multiple number and varied from case to case) and these documents will have their own blueprint (they go through stages like document translation, document verification,Add a new user
I need to add a new user. I only have 13 active users currently. Each time I try to add the red box appears telling me that I can only have 14 users. I know this, I only have 13, I should be able to add an additionalCustom fields not transferred from Sales Order subform to Invoice Subform
Hi Team, I have created a custom field in both Sales order and Invoice Subform. On create of Invoice from Sales order module using the related list, the data in the custom field is not getting transferred into the invoice subform where as all the othercreating a history record with a custom field
is it possible to create a history of changes to a particular custom field?Improved Filtering and Tagging options for Notes
We rely on the notes section across several modules and would love to have some more options in filtering, grouping, and tagging notes. We would like to be able to filter notes differently on a contact or deal and have that choice stay on that recordAdd "Lead Image" in Bulk?
Each of our Leads is accompanied with a URL containing a photo of the lead when they come in. We currently have to manually download then upload the photo to the lead. This is a HUGE waste of time. Is there any way to AUTOMATICALLY add the photos to theHow to merge duplicate products?
merge duplicate productsChange eMail Template for Event-Invitations
Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, JuergFormulas don't auto update?
Hi, I am currently trying to set up a days in stock field for my products so that i know when to reduce my prices. I have managed to create the formula and is tracking the no. of days i have the product in stock from when the record is created, the problem is i have to manually edit each record before the rule will run and update days in stock. Is there a way to automate this?Zoho Form field to show filtered list of Zoho CRM Accounts?
I would like a form field to show a filtered list of Accounts in Zoho CRM for the user to select from, similar to the lookup filter functionality in the CRM (see screenshot). Is it possible to do this in Zoho Forms? If so, how? I have not been able tohow to pass text from note to deal record using function?
Hi, I need to pass text from note to deal record using function? may I know how to do that ? I need to make if a new note is added then update 'note' field in deal recordKeep track of mass mail responses using "stages"
Hello, sometimes we have the need to contact our suppliers or customers in order to update them about new procedures. Sample case: we activated a new warehouse, so we need to be sure all suppliers are aware of the new address + we want to ask them toViewing Records with Attachments
Hello. Is there a way to search and view a list of all records that have attachments?Image in column product view - is this possible?
In the product I have added an image but I want it to show here (green arrow), so I don't have to open the product to see the imageDecimal Product Quantity not allowed in Invoices
I noticed other people with the same problem where the invoice lines only allow whole number quantities. However, our products are often sold as fractions of their stocking units, whether hours, cases etc. I need to be able to bill for 10.5 hours but have to round down to 10 hours as my client CANNOT be expected to understand why I bill for 11 hours and give them a discount.. Will this be addressed any time soon?Formula Expression Syntax Error
I cannot find the syntax error for the life of me If(IsEmpty(${Children.Disenrollment Date}),((Year(Today()) - Year(${Children.Enrollment Date})) * 12 + (Month(Today()) - Month(${Children.Enrollment Date})) + If((Month(Today()) * 100 + Day(Today())) >=Get instant summaries of your notes with the help of Zia
Hello all, We've added a simple yet powerful feature to Zoho CRM that we're excited for you to try: Zia Notes Summary. It's designed to make the daily lives of a CRM user a bit easier by giving you quick summaries of your CRM notes. Whether it's a glanceNeed to be able to apply layout rules to 'Multi Pick List'
Currently, we are unable to apply layout rules to fields that are 'Multi Pick List'. This means we have to instead use checkbox fields, but they are inefficient. For example, we use the Multi Pick List to list our products. However, we're unable to applyArguments passed to Zoho CRM functions
Hello! I have a question about CRM functions. Is there a limit to the number of characters that can be passed as an argument? There are certain cases where a function will not execute in certain cases with a large number of characters. It does not showRollup summaries in Deals for Custom Modules and PO's Module
Hello, I made a custom timecards module and related it to the Deals module. I'd like to create rollup summaries for hours.. is it possible to make new rollup summary fields that are developed from formulas derived by fields in custom modules? If not,Create custom date field
I am trying to create a custom field where it should see if the start date exists or not and then based on that add 98 days to the start date and store the value on the custom field. How do I achieve this ? I am very new to ZOHO.Process checklist in CRM
Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don'tDrag and Drop files as attachments
Is the ability to Drag and Drop files to attachments in the future for Zoho CRM? This would be a great feature.Non-mandatory Fields in Blueprint
Hello, I've created a blueprint in Zoho CRM and I've added an associated item with fields that I would like to pop up for that stage. Right now when the fields come up, they are showing as mandatory and the stage won't change until information is added.Use URL field to populate Image in a Email Template
We have two records Record 1: Appointments (with a Lookup to Doctors module) Related Record 2: Doctors (with a URL field that is an image of the doctor) We would like to populate a CRM email template with the image of the URL field for the related doctorDiscover and manage duplicate images with Zia Vision
Hello everyone, We are thrilled to announce the release of a new feature in Zia Vision: Duplicate Image Detection. This will help you identify duplicate facial images within a module, enhancing data accuracy in your CRM. What is Duplicate Image Detection?Enhancements to ensure better email deliverability in Zoho CRM
Dear all, We're excited to announce a series of updates aimed at enhancing email authentication and verification processes across Zoho CRM and other Zoho services. These changes will help ensure better security, compliance with industry standards, andHow to add a lookup field with multiple values to a module?
Hello, I am trying to add a lookup field in the Campaigns module to connect a Campaign record to multiple Account records, just like I can add multiple contacts to a campaign, I would like the ability to add multiple accounts. How can I do that, or dozoho crm
Im having some doubts in zoho CRM sales ,want to know about the full workflow of sales in zoho please assist me in this with schedule a demo session about zoho sales . Looking forward for your response.Zoho CRM Client Portal multi domin mapping
I am a Zoho One user. Because I have placed multiple functions in the Client Portal, I want to set up two Portal URLs pointing to the same Client Portal. However, when I activate the second one, I encounter the error message shown in Pic 2. Pic 1. PicEmail template using HTML to format
if I copy the HTMLand paste into the editor- it just shows the html text. Some way I can get an html email with colored backgrounds, columns and images into a template? Or is it best to attach my email as PDF and let the reader choose to open the pdfSticky notes
This is at the bottom right of every web site. I don't want Sticky notes.I want to delete this icon and anything to do with sticky notes. As far as categories goes it's Zoho notebook. Thanks in advance!Sorting in CANVAS view
I have a Canvas view created in CONTACT and COMPANY Modules. I have the related tabs set up but cannot Sort. Example: DEAL TAB has 12 deals n the example below. I want to have the option to sort by Created time or Event Name Is this possible and I needCanvas 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?Next Page
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Announcements
UI Enhancements in list view for Zoho CRM
Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,CRM 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 filesTranslation in Zoho CRM now supports various regional languages
Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, ImagineRich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatileRebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated
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Home Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
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Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes 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 canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—someGain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparencyContext and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
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