Ability to Change Custom View After Cadence Creation

Ability to Change Custom View After Cadence Creation

Dear Zoho Team,

I hope you are well.

We would like to request an enhancement to the Cadence feature in Zoho CRM. Currently, during the creation of a Cadence, we can select a Custom View under the "Who is this for?" section. However, once the Cadence is created, it is not possible to modify the Custom View.

Benefit & Use Case:
In organizations where customer lists and segmentation strategies change frequently, the inability to modify the Custom View can be limiting. This enhancement would enable teams to:

  1. Adapt Cadences Dynamically: If business needs change (e.g., targeting different customer segments), users can update the Custom View without recreating the entire Cadence.
  2. Increase Efficiency: Reducing time spent on recreating Cadences ensures agents and managers can focus on driving engagement instead of reconfiguring campaigns from scratch.
  3. Avoid Duplication of Effort: Modifying existing Cadences will eliminate the need to create redundant Cadences just to accommodate new or updated Custom Views.

This enhancement aligns with Zoho’s goal of providing dynamic, user-friendly solutions that adapt to evolving business needs. It would offer more control and agility when managing customer interactions.

Thank you for your attention to this request. Please let us know if further details or clarifications are required.

Best regards,
Ram

    • Recent Topics

    • Is and Is Not Empty option in Workflow Conditions

      I noticed today that there is no "Is Empty" or "Is Not Empty" option on workflow conditions in Zoho Projects. I wanted to prevent a webhook from firing if a specific field is empty as it is required in the webhook parameters. It would be great to see

    • How do i change the user without reduce of the liscence

      We have 6 user in our company, 1 of them we dont use anymore, but when we pay for 6 users the account have actived . and now i can turn on deactived.

    • List of past retainer invoice inside the last invoice

      Hello, We are sending retainer invoice to our customers. The last invoice has the last amount to be paid. However we need to have attached to this invoice, the list of all retainer invoice, with date and paid amount. How can I achieve this using Zoho

    • Automatic Signature Populated Incorrectly

      To whom it may concern, The problem is as follows: When creating a new email, the automatically included signature is populated incorrectly. Disregarding a lot of the formatting such as padding and margins. (see image below) YET when manually selecting

    • Zoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more

      Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions Hello

    • How to get value from html element using deluge?

      I am trying to capture the value entered in an HTML <input> tag of type "date" and store it in a variable using Deluge scripting. Here's the snippet of my code <%{ date_value = // Here I want to store the value entered in the below HTML tag %> <input

    • ....should be an easy one

      I have a form that includes a radio selection field with three options: - Board Chair - Executive Director - Other I then have an "Other" text field. I have a workflow set up so the "Other" field is hidden when the form loads. What I want to have happen

    • Linux Platform

      I have recently switched my desktops over to Linux Fedora. the stability of the OS rivals that of MAC and blows away windows. I believe it could be a great solution for small businesses but lacks the support of apps. I believe with the Zoho One offering

    • desktop app for TODO

      Is there a desktop app for Zoho TODO?

    • Marketing Automation SMS Costs Are Confusing and Not Accurate

      I am a Zoho One user, and I am incredibly confused by the projected Marketing Automation costs. I have opened up several tickets and even had a virtual meeting with a representative, and no one can explain to me the cost of a credit. I am redirected to

    • Zoho Cliq Guest User

      Is there a way to add a guest user just to a zoho Cliq channel (where they can download the app, login, still receive notifications and such) or are they only able to go to the channel hyperlink to join the conversation? I would like to add a guest user to one channel like I am able to do in Slack. I am currently set up with Zoho One.

    • Zoho VPN

      Hi,  I'd like to know if Zoho offers VPN. If yes, can you tell me how to access using VPN. If not, any VPN recommendation that I should use? Thanks. 

    • How do you handle existing customers/contacts?

      Hi, We just integrated MA 2.0 with our CRM and we chose to only import our existing customers contacts. In MA they are all "Raw leads" by default and we would like to mass update these to a stage called "already customers" but the last default stage "Sales

    • Custom link in the customer portal in zoho Subscriptions

      Is there anyway to create a custom link back to our main app from the customer billing portal in Zoho subs?

    • Zoho Projects for iOS18

      Hello, everyone! In the most recent Zoho Projects iOS app, we have brought in support for iOS18 related features to enhance the app's experience. Let's take a look at the list of new features: Control centre widgets You can now set up Zoho Projects widgets

    • Zoho People - Calendar View - All Staff

      Hi, I just want to see a calendar with all staff leave, was able to do this in the previous version?

    • Description does not display under task on invoice

      I have two companies under my zoho account. Both use Service type invoice. One will display the Description under Ttask when PDF's, the other account will not.  How to display the description under task ?

    • Subform - Width

      HI So we have product subform on our deals so the sales guys can keep track of what product they are putting in. I have been asked so many times if I can expand the width of the 1st "column" so they can see the full description rather than having to click

    • Split PDF file upload to seperate files before emailing.

      Hi Support, I have recently returned from Zoholics and keen to tackle some business problems. While taking to the Zoho Team, they have mentioned that you can help with coding. So here is what i'd like help with : I have a form where a PDF file is to be

    • Facing Sync Failure Issue

      Hello, I am using Zoho Analytics with Zoho Books integration. Recently, we have been facing a data sync failure issue and the reason for this is a temporary error. Do you have any idea about this? Do you know how we can solve this? I would appreciate

    • I can't found API for Sales Receipts

      Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes Regards

    • Problem with .csv upload

      I successfully uploaded a .csv file with 547 leads just the other day, but found there were issues with the formatting of the company names and phone numbers. To make it easier, I deleted all leads from Zoho CRM and made the necessary corrections in the

    • UNAPPROVED record management

      When the unapproved list of duplicates is long, one needs the some tools to manage them - when this list has over 1500 records, we cannot manage it without some tools, such as: 1. The ability to apply a filter - ie similar to creating a CREATE a NEW VIEW

    • Is there a way to programatically schedule a function call?

      I wrote a function that creates a record in a custom module that I need to trigger 30 days after a field in another custom module is set to a specific value. The issue is that I need to have it triggered every time the record is edited, not just the first

    • Custom Views in the Contracts module within Zoho Desk

      When if ever is the Contracts module likely to allow custom views. I have a number of Custom Fields that I would like to be able to view summarized in columns within the Contracts page.

    • How to Convert Zoho Desk Ticket into Zoho Project with the Historical Data

      Dear Team, i would like to inform you that my subscription plan of zoho desk will be expired by today and we will plan to purchase zoho Projects. i need to ask that can i transfer my zoho desk ticket to zoho project with their historical comments so that

    • Custom Report for Zoho Desk Blueprint Transition and SLAs

      We were been checking to create a custom report on SLA violations happened on Blueprints. But couldn't find a way to do it by following this article: https://help.zoho.com/portal/en/kb/desk/reports-and-dashboards/articles/understanding-the-blueprints-dashboard

    • Problem with the Incoming Email

      Hi Zoho Team, We would like to check if there's an outage on the server as we did several test but no avail. Zoho Desk Tickets cannot receive any incoming emails. We've checked on our MS Exchange server mailbox and got no problems on our domain. Please

    • Workflow rule not working

      Hi all, I am trying to create a workflow for time entry, but I don't have the options. This is what I have done. Workflow->Create Rule->Module->Time Entry Execute->Create Criteria ->Description->Contains->Reply Action-> I only have "Custom Function" I

    • Celebrating Thanksgiving: Honoring Customer Support Heroes with Zoho Desk

      Thanksgiving is a time for gratitude, reflection, and appreciation. As we celebrate this thanksgiving, it’s important to recognize the unsung heroes of customer service—the Agents who tirelessly serve as the bridge between the organization and the customers.

    • 【開催報告】名古屋 ユーザー交流会 2024/11/22（金） Zoho Oneをフル活用して実現した社内のチームコラボレーションの事例を紹介！

      皆さま、こんにちは。コミュニティチームの藤澤です。 11/22(金)に名古屋ユーザー交流会を開始しました。名古屋開催会では過去最高の16名のユーザーさんに参加いただきました。本投稿では、その様子をお届けします ！ 当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 （Zoho セッションの登壇資料については、東京開催分の開催報告で共有いたします） 当日の各セッションの様子に加え、当日使用した投影資料は以下になります。 Zoho Oneユーザーである小野さん(ドットシンク株式会社)に登壇いただき、活用事例をご紹介いただきました。

    • Zoho books in Thailand

      I would really like to have a chat to any of the community who are using Books in Thailand at the moment, to see how it works for them and see how we might use it in a new business based in Thailand/Australia.

    • Can the meeting location be specified by the customer?

      I own a painting company. I offer free estimates to customers, and I'd like them to be able to enter the meeting address in the booking form... so, the place they want me to give a painting estimate for. I need the customer to be able to tell me where

    • Zoho Bookings - Reserve with Google

      Does Zoho Bookings plan to to integrate with Reserve with Google?

    • Close popup

      Is there a simple deluge command to close the current active popup window? Background of my question: A form is openen as a popup window with the openurl function I added a deluge function on success > direct to a certain page (depending on who is logged in). That works, however the form in the popup stays open (but blank so maybe reloads or resets). In one case it's even worse since it starts with a stateless form, which then opens a second form, both in popups. After submit, both popups stay open

    • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

      Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias

    • Due date calculation

      Hello, can the due date on a recurring invoice be one day before the next invoice? I tried to use the term "Net 30" but this won't work because some months have 30 days and some have 31. Example: invoice date: 20/10/2024 I want the due date to be 1 day

    • Design customized business forms to collect data

      Hello users, Did you know you can design customized fillable forms and even share them with your users to collect business data using Zoho Office Integrator? In fact, Office Integrator's Fillable APIs allow you to do it right from your web app. Read on

    • One Contact with Multiple Accounts with Portal enabled

      I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

    • decimal point separator will dissapear when editing the value

      as you can see here, the decimal point in weight field is available but when I am editing the value, the decimal point is no longer appear here is the current field setting on Deal Module

    • Next Page