Auto-sync field of lookup value
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
Upload field on tasks module
Hello, Why I cannot add an upload field to a Task? Or maybe when creating the task make attachements visible, so you can add an attachement while creating the task? Looking forward to your response! Moderation Update: The Canvas detail view for the Tasks
WhatsApp phone number migration
Hi @Gowri V and @Pheranda Nongpiur, Thanks for implementing the promised enhancements to the integration between Zoho CRM and WhatsApp. The previous discussion has been locked, so I'm opening this new one. I am copying below a specific
Zoho CRM - Feature Request - Analytics Components Group By Week Alternative Formats
On the Zoho CRM Analytics Components, please consider adding an option to allow group by week format to be changed to other formats such as Week Commencing or Week Ending dates, rather than the current Week Number. This would provide improved usability
Clone a Module??
I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors
Assign emails to lead
I have some contacts who refers leads but there is no away to manually assign emails to lead.
Print Sales Orders, Purchase Orders or Invoices from API
Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. Thanks
Introducing Workqueue: your all-in-one view to manage daily work
Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales
Dashboard target enhancements
Often individuals in IT are creating dashboards for their sales team. The ability to create a single dashboard that can be used by multiple people is key. A components for a dashboard have the ability to filter by logged in user which is great. However
Kaizen #235 - Automating record restoration using Recycle Bin APIs in Zoho CRM
Welcome to another Kaizen week. Here's a question that came up in our developer forum: "I'm working on a piece of software to automate conversion of Leads into Deals based on order status from my company's website. There are some cases where a previously
CRM
How do I build an email funnel of 10 emails with decision tree ie; if yes use this email if no use this email. Also I cannot figure out how to add more groups or see my whole groups. I've set up different groups like attorneys is one group of companies/people
Is there a way to show contact emails in the Account?
I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
Internal Fillable Contract with Zoho Writer (Before Sending to Client)
Hi everyone, I’m trying to automate the following process in Zoho CRM and would appreciate some guidance. Process: When a Deal moves to a specific stage, CRM triggers an automation. CRM sends a contract template to an internal team member so they can
Duplicate Leads Notification Help!
Hello! I have several web forms that have a duplicate lead notification that are being sent to the creator of the web form. I understand how to change the form entry notification, but I am specifically looking to change the recipient of the "Duplicate Lead" notification. Any help you can offer is greatly appreciated! TIA, ~ Jenn
Adding Calendar Display to Home Page
I would like to display my calendar in a module on the Zoho CRM Home Page. I can't figure out a way to do this. Is it possible to display the CRM Calendar on the Home Page?
Schedule a Call by Date and Time when a specific lead status is selected
Hi Wanting to create a workflow where a call can be scheduled by date & time when a specific lead status is selected. Can only currently set the date by Due Date - Trigger Date - Plus 'x' day(s) Thanks
Incoming email replies not automatically associating with Deals/Opportunities - Is this possible in Zoho CRM?
Hello Zoho Community, I'm running a travel agency (B2B and B2C) and we've been struggling with what seems like a basic functionality that we cannot get to work properly. Our use case: We send emails to suppliers (hotels, transportation companies) and
Duplicate Leads Concerns with Round Robin and Lead Approval Process
It is great to have the Duplicate Lead Approval Process, there are a few issues with the process that I would greatly appreciate taken consideration in enhancing. It appears that A Lead comes in Lead owner assigned by the Round Robin Check for Duplicate,
How to add "All Open AND Overdue" back to the Home Page Task Component?
Hi everyone, I’m looking for a way to restore the Tasks component dropdown list on the Zoho CRM Home Page. Since the recent update to the Task area in my Home Page Classic View, the dropdown options (e.g., My Next 7 Days + Overdue) are too restrictive
Introducing Rollup summary in Zoho CRM
------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that
Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more
The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency
Zoho CRM Queries Now Support Databases and Cloud Data Sources
Hello everyone! We're thrilled to announce a major enhancement to the Queries feature in Zoho CRM! Queries now support a broader range of external data sources, allowing you to fetch live data and combine it with CRM records, all using a unified query
Assign Meeting in records
It would be nice to be able to "call and assing" meetings from a record, for example from a Deal. Right now - calendar is synced with CRM - meetings show in calendar - you can go in each meeting and assign it to a record It would be nice to be able to
Kiosk Page Refresh
We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when
Two-factor authentication (2FA) Log-in Problems
The Two-factor authentication (2FA) Login on my passwords doesn't match , so it wont accept login I'm down to my last backup code.
Client Script: Any plans to add support for multi-select field with onChange
Client Script is fantastic and the documentation lists multiselect form fields as unsupported. Just wondering if there are any plans to make this a supported field. https://www.zoho.com/crm/developer/docs/client-script/client-script-events.html 2. Field
Experience effortless record management in CRM For Everyone with the all-new Grid View!
Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
Set another Layout as Standard
We created a few layouts and we want to set another one to standard:
Set Field Mandatory by Client Script ZOHO CRM
#Tips of the day We can set the field as mandatory by the client script var field_obj = ZDK.Page.getField('Custom_Field1'); field_obj.setMandatory(true); Custom_Field1 = Field API Name Apart from is if you have required any kind of Zoho work please do
associating products with accounts
I have all my accounts and products in zoho now. I need to generate a sales order for an account. The product lookup feature on the sales order shows no products...how can I get them to appear.
Can we rely on order of returned ids when inserting multiple records?
Hello! API https://www.zoho.com/crm/developer/docs/api/v8/insert-records.html does not mention that the response array will match the input array*, keeping this important information implicit and someone might have doubts to rely on it. (*the response
Zoho CRM Community Digest - February 2026 | Part 2
In this edition, we’re highlighting a few more product enhancements, along with some helpful community discussions that explore everyday CRM scenarios from automating reminders and managing lead outreach to making the most of APIs and client scripts.
Client Script event on any field of a Detail page
Hi everyone! I'd like to trigger a Client Script when a user modifies a field - any field - from the Account Details page, how can I do this? I don't want to trigger it on a specific field, but on all of them. Thanks in advance!
Looking for Zoho + Twilio Automation Specialist (Duda Website Integration)
Hi everyone, I’m looking for an experienced Zoho specialist to help build a mostly automated CRM and booking system for my service business. I already have a live website built on Duda.co and need help integrating my existing forms into Zoho CRM (no rebuild
Zoho CRM For Everyone UI Rollout Begins for All Users
Hello Partners, We have started rolling out the new Zoho CRM For Everyone UI as the default experience for all users. This update is being released in three phases based on organization size and account type. We want to keep you informed of the rollout
Notifications Feeds unread count?
How do I reset the unread count on feeds notifications? I've opened every notification in the list. And the count never goes to zero.
Custom module - change from autonumber to name
I fear I know the answer to this already, but thought I'd ask the question. I created a custom module and instead of having a name as being the primary field, I changed it to an auto-number. I didn't realise that all searches would only show this reference.
Is it possible to retrieve function (Deluge) code from Zoho CRM externally?
Hi Everyone, Is it possible to fetch or retrieve the Deluge function code from Zoho CRM using an external method (API or any other approach)? I would like to know if there is any way to access or extract the function script outside of Zoho CRM, or if
Enable integration of CRM CPQ functionality for ZohoOne customers using Zoho Finance application
Hi there. I can't believe I'm needing to launch this idea as I would have thought this was a little obvious. Following a number of conversations with the technical team it's become evident that the CPQ functionality within CRM cannot integrate with Zoho
Zoho Zoom extension for CRM
When meetings are booked through Zoho using the Zoom extension, the Zoom link in the invite is a host start link that contains an expiring ZAK token. The invite should instead use a standard attendee join link or a non-expiring host link - why is this
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