Our Review Of Zoho CRM after 60 Days

• Topic Participants

• Dan

• Tony Tinaglia

• Dilip

  

• David Haddad

  

• Mark Woodruff

• Sticky Posts

• Zoho CRM's sales trend and sales follow-up trend dashboards are now customizable

  Dear Customers, We're here with good news! Sales trend and sales follow-up trend are two system-defined dashboards that help you understand trends and anomalies in your sales outreach and conversion efforts. They use Zia's intelligence to identify patterns

• Introducing Multiple Sandbox Types and Support for Module's Data Population

  Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone,  Sandbox in CRM is a testing environment for users to create and test new configurations like workflow

• Good news! Calendar in Zoho CRM gets a face lift

  Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

• VoC in Zoho CRM is now data savvy: Explore response drilldown, summary components and participation in CRM criteria

  VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following: A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute Expanded

• Wrapping up 2025 on a high note: CRM Release Highlights of the year

  Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you

• Recent Topics

• How to update the Status in a custom module?

  Hi, I have a custom module "cm_payment_registry" in Billing, I am trying to change the status which is "Draft" with: array = {"custom_status":"Approved"}; zoho.billing.update("cm_payment_registry",organization.get("organization_id"), XXXXXXXXXXXXXX, array,"connectionname");

• Replace Zoho Invoice with QuickBooks

  We are implementing Zoho FSM for a cleaning business in the US with 50+ field workers. This business has been using Quickbooks for accounting for decades and will not migrate to Zoho Books. A major issue in the integration is the US sales tax calculation.

• 2025 Highlights: A Year of Steady Progress and Significant Developments

  As we come to the end of 2025, let's take a moment to reflect on the significant progress and developments we've made to improve your travel and expense management. In the Spotlight Introducing Online Booking (US edition only - Early access) Enable online

• Function #42: Show the actual rate of items on invoices

  Hello everyone, and welcome back to our series! In Zoho Books, you have the ability to create Price Lists, wherein you can mark up and mark down the item rates by a specific percentage or set custom rates. Generally, when you apply a price list to an

• Ability to Set Text Direction for Individual Cells in Zoho Sheet

  Dear Zoho Sheet Team, We hope you are doing well. We would like to request an enhancement in Zoho Sheet that allows users to set the text direction (right-to-left or left-to-right) for individual cells, similar to what is available in Google Sheets. Use

• Warehouse fast processing

  Hey guys, would anyone be interested in something like the attached image ? If there's any interest I'd be willing to develop it further for others to use, it's much faster than using Zohos native solutions, it can part pack, pack in full, part ship,

• Can I create a CODE 128 custom field for my items in Zoho Inventory and then use it for generating Sales Orders?

  Can anyone helps me, I don't want to use the SKU code for scanning my products.  ​Because all my products have a CODE-128 label attached.

• Start/Stop Timmer in Chrome Extension

  The chrome extension is great and allows you to do allot however one of the most common things employees working on projects need to do is track their time. Having an easy start/stop timer to track time would be great.

• Invalid collection string

  I haven't changed anything in one of my functions. I'm trying to run it manually and suddenly "Invalid collection string" appears. My code has 6 lines and the error says that the error is on 7th line. Why? What does this error mean? Nothing has been changed

• Zoho Directory 2025: New Features | Security Enhancements | Enriched UI

  Hello everyone, Greetings from the Zoho Directory team! 2025 has been a highly successful year for Zoho Directory. We are delighted to introduce a fresh set of features, an enriched UI, and major product enhancements. These updates aim to deliver a smoother

• zoho people 5 report

  How do I customize my report in Zoho People Report? I understand that I can get the results of multi-table queries through SQL join statements, but I don't know the relationship between each table. I tried to create a report using Attendance User Report

• Leave Report Emailed Weekly

  I am wondering if someone knows how to have a report generated either weekly or monthly or both for department heads and ownership of upcoming employee leave. For instance, it would be nice to get an emailed report on Friday for the upcoming week of who

• Zoho Flow Decision Continuing Despite Not Meeting Conditions

  I have a picklist field called Lead Status in the leads module, with the following lead Statuses: New Lead Attempted Contact - 1 Attempted Contact - 2 Attempted Contact - 3 Attempted Contact - 4 Attempted Contact - 5 Attempted Contact - 6 Attempted Contact

• Tip #55- Accessibility Controls in Zoho Assist: Exploring Vision Settings- 'Insider Insights'

  As we approach the end of the year, it’s a good moment to reflect on how we can make our tools more inclusive and easier to use for everyone. Remote support often involves long hours in front of screens, varied lighting conditions, and users with different

• Zoho Recruit Slow and Freezing on all screens

  We have had an issue with Zoho Recruit for weeks being extremely slow and at times freezing.  We have 100 mega internet, and I went into each computer and updated the virtual memory so there is more available.  Also restarted all computers daily.  Still having the issues.  Almost unable to work.

• Credit Management: #2 Configuring Right Payment Terms for Credit Control

  Think about the last time you ordered something online and saw that little note at the checkout, "Pay on Delivery" or "Pay later". It's simple, but it actually sets the tone. As a business owner, you know exactly when payment is expected. Now, imagine

• Dependent (Conditional) Fields in Zoho Bookings Forms

  Hello Zoho Bookings Team, Greetings, We would like to request the ability to create dependent (conditional) fields in Zoho Bookings registration forms. Current Limitation: There is currently no way to make one field’s available options depend on the value

• Bug Report: Search fails to find existing notes after Evernote import

  Hello, I recently migrated from Evernote (~2600 notes across 23 notebooks), but the search functionality is currently broken. The Issue: I can manually browse to a specific note and see it exists. However, when I type the exact or partial title of that

• Marketing Tip #13: Win repeat customers with post-purchase emails

  The relationship with your customer doesn’t end after the sale; that’s when it begins. A thoughtful post-purchase message shows customers you appreciate them, keeps your brand top of mind, and can even lead to another sale. You can thank them, ask for

• Zoho Form

  I have problem with Zoho Form. One of form i don't received the PDF version. Others okay except this one. W904533

• Create & Update Zoho Vault Passwords via Zoho Flow

  Hi Zoho Flow / Zoho Vault Team, We’d like to request an enhancement to the Zoho Vault integration in Zoho Flow. Current Limitation: At the moment, Zoho Flow supports only the following selected Zoho Vault actions, such as: Fetch passwords, Share passwords

• Custom Related List Inside Zoho Books

  Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");

• Migrate different zoho subscription to zoho one

  Dear We have different zoho subscription we need to migrate it to zoho one. Currently we are paying for zoho email, zoho expense, zoho payroll etc under different admin We need to move it too zoho one flexlible plan for all my employees

• Features, Feedback and Votes

  We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise

• There Might Be A Glitch in Determining If A String Represents A URL

  I suspect there might be a glitch in determining if a string represents a URL or not. For example, I cannot embed the following URL. Perhaps the exclamation mark or parentheses are the culprit? https://en.wikipedia.org/wiki/How_the_Grinch_Stole_Chri

• Customer Management: #4 Enhance Customer Journey

  When Neha started DefineOps, a growing IT support and consulting firm, most of her work was straightforward. A client would sign up for a free version, decide whether the service works for them, and then either continue or discontinue. Billing was simple,

• Android app sync problem - multiple devices have same problem

  Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and the

• Marketing Tip #1: Optimize item titles for SEO

  Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly

• Territory Assignment Issues (Lead to Account + Contact)

  1. Lead → Account & Contact Territory Assignment on Conversion A Lead is automatically assigned one or more territories using a workflow and Lead Assignment Rules. This works as expected, and we are able to assign multiple territories to a Lead automatically.

• Marketer's Space: Proven tips to improve open rates – Part II

  Hello Marketers! Welcome back to another post in Marketer's Space! We're continuing from where we left off a fortnight ago. We ended the previous post discussing the subject line, and we'll continue from there. Let's dive right in. Pre-header Pre-header

• SQL Table slowed to a crawl

  Hi all - I seem to have noticed an update. Now whenever I am typing in the script field for the SQL tables there is a huge delay and it is all very slow. This has never been the case for me in over 5 years of using Analytics - I really hope it's fixed

• Deluge Events/search API works in user environment but not in sandbox – why?

  I am creating an Extension for Zoho CRM using Zoho Sigma Platform I’m using the following Deluge code to search Events in Zoho CRM based on Start_DateTime: criteria = "(Start_DateTime:greater_than:2025-12-20T00:00:00+00:00)"; url = "crm/v8/Events/search?criteria="

• What are Zoho Meeting capabilities included in Zoho Workplace Standard?

  I am evaluating using Zoho Meeting for my organization, but it is not clear what Zoho Meeting capabilities are already included in Zoho Workplace Standard. - Are meeting recordings included in Workplace Standard? - Can we invite external meeting participants

• How can I get the participant list of a reoccurring meeting afterwards?

  I'm trying to use the Meeting Participant Report from the API docs but when I call it on a reoccurring meeting it returns that there are no participants because it thinks I'm talking about the meeting in the future. Is there a way to use webhooks or some

• Function #50: Send Mass emails to your customers

  Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamlining

• Full Hebrew Language Support for Client-Side Zoho Assist Interface

  Dear Zoho Assist Team, We would like to request an enhancement to Zoho Assist's client-side interface to support full Hebrew language customization, including all popups, notifications, and session-related messages. Current Limitation The Join page allows

• Add Hebrew & RTL Support to Feedback Widget

  Hello Zoho Desk Team, How are you? We are using Zoho Desk and would like to utilize the Feedback Widget. While Zoho Desk itself supports Hebrew and RTL, the Feedback Widget unfortunately does not. We kindly request that Hebrew and full RTL support be

• Merge Tickets Directly from Contact Page in Zoho Desk

  Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which can

• Different languages for users

  Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,

• Kaizen #222 - Client Script Support for Notes Related List

  Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

• Next Page