Open filtered deals from campaign
Do you think a feature like this would be feasible? Say you are seeing campaign "XYZ" in CRM. The campaign has a related list of deals. If you want to see the related deals in a deal view, you should navigate to the Deals module, open the campaign filter,
Change scheduling emails time
When sending an individual email there is a great feature to schedule them to send later. I could only use the one time that is suggested. Is there a way to select another time? Regards, Glenn
Zoho CRM: how can I control which contacts to sync with Outlook?
I was just playing around syncing contacts from Zoho to MS Outlook (MS365 account.) The problem is our firm has hundreds of thousands of contacts and I don't want to bury my contacts list in outlook. Any help with this is greatly appreciated.
How to overcome limitations in meetings
As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is the
Add a 'Log a Call' link to three dot icon in Canvas
Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and
Collaps Notes
There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note
Zoho Down
I have a drop in my Zoho One services.
Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions
Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication
India Tech Support
Is there no phone tech support number for India? And no chat facility either?
What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?
No idea what this is. Can't see what it is explained anywhere.
How to check Leads with no Task (open activity)
Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.
New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons
Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,
Why I am unable to configure Zoho Voice with my Zoho CRM account?
I have installed Zoho Voice in my Zoho CRM, but as per the message there is some config needed in Zoho Voice interface. But when I click on the link given in the above message, I get an access denied page.
Feature Request: Ability to Set a Custom List View as Default for All Users
Dear Zoho CRM Support Team, We would like to request a new feature in Zoho CRM regarding List Views. Currently, each user has to manually select or favorite a custom list view in order to make it their default. However, as administrators, we would like
Adding Multiple Products (Package) to a Quote
I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't
Client Script | Update - Client Script Support For Portals
Dear All! We are excited to announce the highly anticipated feature: Client Script support for Portals. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for all
Professional Plan not activated after payment
I purchased the Professional Plan for 11 users (Subscription ID: RPEU2000980748325) on 12 September 2025, and the payment has been successfully processed. However, even after more than 24 hours, my CRM account still shows “Upgrade” and behaves like a
Auto Update Event Field Value on Create/Edit
Hi there, I know this question has been posted multiple times and I've been trying many of the proposed similar scripts for a while now but nothing seems to work... what might I do wrong? The error I receive is this: Value given for the variable 'meetingId'
Related Module in Sharing Rules
Zoho CRM team recently added the feature to filter records by Related Records It will be really beneficial if we can have this feature for Sharing Rules as well
Assignment Thresholds Resetting After Lead Conversion
Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automatically
Territory view for custom modules?
I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories: Contacts / Accounts / Opportunities These modules don't have territories: Buildings (custom module) and
Approval Process Comments
Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?
Load PO_Date field (Purchase Order) with current date in Deluge
Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.
Zoho CRM in Microsoft Power Automate Custom Connector
Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I created
Zoho CRM- Authorize your Microsoft Teams account issue
Hi, I tried to link Zoho CRM with Teams and I got the following message: Clicking "Authorize now" sent me to the following page, Microsoft tried to start a session but, after 3 seconds the page closed and nothing happened. I get the same message each
Is there a way to associate an email in ZOHO Main to a Vendor record in ZOHO CRM
My situation is as below, I have a vendor in ZOHO CRM lets say "Vend A" and an associated contact, "Cont A" If Cont A sends me an email using the email I've registered in the contact record the standard OOTB email sync will work. But the vendor has some
Kaizen #207 - Answering your Questions | Advanced Queries using COQL API
Hi everyone, and welcome to another Kaizen week! As part of Kaizen #200 milestone, many of you shared topics you would like us to cover, and we have been addressing them one by one over the past few weeks. Today, we are picking up one of those requests
Kaizen #190 - Queries in Custom Related Lists
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within
Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's
customer data security
We are exploring ways to enhance our within Zoho CRM. Our Goal: We want to fully integrate RingCentral with Zoho CRM to enable click-to-call functionality for our sales team. However, to comply with data privacy regulations and protect customer contact
Sync CRM inventory data with Zoho Books
I just switched everything over to ZoHo books, but I am trying to find out why the CRM Estimates, Invoices, and Sales Orders created in ZoHo CRM are not then duplicated in ZoHo Books? I had Quickbooks before, and had to do everything twice, I thought
Sending emails from an outlook account
Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later
Struggling with stock management in Zoho CRM – is Zoho Inventory the solution?
My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modules
Simplified Call Logging
Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following
Is it possible to hide fields in a Subform?
Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the
Clearing Fields using MACROS?
How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.
Is there any way to recall an email sent using Zoho CRM?
If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.
Problem with reports due to "Connected" items change - Yes this IS a problem
Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child items
Analytics for notes created
Is there a way I can see how many notes were created per day? Via reporting or analytics?
Cannot update Recurring_Activity on Tasks – RRULE not accepted
Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"
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