CRM's import feature has been revamped
Hello folks, We've refreshed the import feature. You can now manage large, complex imports, particularly those with related data, more easily, with fewer steps and fewer errors. This has been released for all users in all DCs. Watch this video for a quick
Formula Error
I am attempting to create a field that auto-generates the parking ratio for buildings. Whereas, the formula would be: A/(B/1,000) Where a = the # of parking spaces; b= the building RSF The formula, I believe, should be: ${Properties.Parking Spaces}/(${Properties.Bldg.
Zoho CRM removing Lines Breaks/Returns
When sending an email to a contact from Zoho CRM, we send in HTML to the client and use the standard ariel font and 12 size font. For some reason the customer received the email with all the line breaks remove and returns. See Below: But it was sent cleanly
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. Latest Update (27th April 2026): With the early
All new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
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
The 3.1 biggest problems with Kiosk right now
I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.
Mass Update of Product Unit Prices in Price Books
I would love to know how I can maintain my Price Books in Zoho CRM. Is there a way to mass upload and mass update products? Is it possible to have a separate Zoho Sheet for each Price Book? or a unique and filtering the specific one?
Open-source Chrome extension for the Zoho CRM Deluge editor
Hi everyone, I made a small Chrome extension for people who write Deluge functions inside Zoho CRM. It’s called Zoho CRM DevTools, and it adds a few editor improvements: - cleaner editor themes - better Deluge syntax highlighting - indent guides - a simple
Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters
Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced
Tasks Statuses
Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closes
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
See a list of all records enrolled in a cadence?
I am looking for a way to see a list of all leads or contact currently enrolled in a cadence. I do not see any way to do this through the cadence UI.
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
Quotes Module - import data
Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it? Moderation update: This feature is now supported as part of the broader revamp of import functionality
Record sharing for Activities modules in CRM
Hello everyone, We've got a few quick enhancements to what we covered in this previous announcement: record sharing is now available for Activities modules. 1. Sharing Tasks, Meetings, and Calls Until now, activity records could only be shared indirectly
Email automation in CRM
Good afternoon, Zoho Community: I hope you are all doing well. I am contacting you to request your support with an automation I would like to implement in Zoho CRM. In the Accounts module, we have a subform called "Current Contracts" to manage active
Zoho CRM Community Digest - May 2026 | Part 2
Hello Everyone! The second half of May marked a new beginning. The old Zoho CRM UI finally has a retirement date, Zoho Projects is now accessible right inside Teamspaces, and the community came up with some noteworthy workarounds that you won't want to
CRM
Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some serious
View Blueprint Transition Permission
We've tried implementing blueprints and while it's been great at enforcing the business process, our users are having some severe practical issues with how it's been implemented. We have quite a few different teams that need to work together, and there
Best Way to Integrate a Shared Sales Inbox with Zoho CRM
I’m setting up a shared email inbox (e.g., sales@mycompany.com) for our sales team and want to integrate it with Zoho CRM Leads and Deals so that multiple team members can collaborate efficiently. Since Zoho CRM doesn’t support IMAP for shared inboxes,
Allow native Webhooks to authenticate via Connections
Allow native Webhooks to authenticate via Connections (Basic Auth) instead of plaintext custom headers Summary Please allow native Webhooks (Workflow Rules > Instant Actions > Webhooks) to authenticate against the destination endpoint using the existing
Q3 USA ZUG Meetups - Build AI Agents with Zoho
Hi everyone! What if you could build your own AI agent from scratch in just one session? That's exactly what we're going to do at the upcoming ZUG Meetups across the United States, where you'll get hands-on experience with Zia Agents and explore how AI
Gamescope is leveling upto Motivator for Zoho CRM
Hello, As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
Kiosk Studio + Zia Agents: Use probabilistic AI inside deterministic workflows | Kiosk Studio Session #9
As Zoho CRM administrators, this community builds systems to govern user behavior and protect database integrity. We rely on deterministic tools to enforce these rules: We use blueprints to control the macro-state of a record, ensuring a deal cannot move
Zoho CRM - Kiosk Studio : Bring Zia Agents into your Kiosk flows
Hello Everyone, AI Agents are gaining momentum and they don’t just assist people, they act on their behalf, helping teams save time and to focus on more important work. However, deploying agents in an enterprise environment introduces a fundamental architectural
Is there a way to update the forecast category independently from the deal's stage through an API?
Hello, We're experimenting with the Forecast module and we've created custom categories to signal the top 10/50/100 deals currently in the pipeline. We would like to assign these categories automatically using custom functions but I found that the only
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
Client Script | Update - Client Script Support For Custom Buttons
Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
Add multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
How do I increase the email attachment size in Zoho CRM ?
It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly
Using IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?
Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
Creating Email template that attaches file uploaded in specific field.
If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates
Can't search any new records
I ran into an issue with search. I added a new contact and potential and couldn't find it when I did a search. I later found out from a Zoho CRM support rep that you can't search new records. The new records will never show up in search. You will have
Basic Analytics report using Leads and Calls module
I am trying to create a simple report using the following information: Leads where Calls have occurred in the previous week. I want to track when a Lead Rating goes from Cold to Warm. I found the calls that were made in the previous week, when I change
Kaizen #247 - Historical Deduplication using COQL API, Merge Records API and Functions
Welcome to another Kaizen week! Duplicate records are a common problem in growing CRM databases. The same person fills out a web form, attends a trade show, and gets manually added by a rep. Three records, same email, slightly different data each time.
Enhancement announcement: Mitigate mailbox clutter using the new field: "Sync emails from"
Dear Customers, We hope you're well! We are here with a minor enhancement in email integration in Zoho CRM. Emails have become the primary mode of communication these days. Because of which mailboxes are getting overly cluttered day after day. To help
Zoho CRM custom button function, how to add line breaks/ new lines in the return message
When creating button function in CRM it requires a `return "";` Then when the button is client by the user a message pops up with what ever is returned from the function. But I want to have a message with multiple lines, meaning I need to add a line break
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
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