Related Lists in Email Templates
Hi Zoho team, I would love to see a feature where related list information can easily be added to an email template (instead of mail merge). I have a client who books flights for their customers. They do this through a Flights module so all booked flights
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.
Blueprint transitions on locked records
We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.
Lead Entry Strategy
Hi there. Was wondering if anybody could share their strategy around lead entry into Zoho CRM. One of the challenges with Zoho CRM is a lead requires a last name. We want to capture companies that operate within our addressable market, and we often don't
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
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
Permission Denied - Reports Module - Super Admin
"Permission Denied Sorry, you cannot view this report because you do not have permission to access one or more of its modules. To view the report, please provide permission to access those modules in the Profiles and Organize Tabs settings." Fresh new
Removing Custom Modules
Hello Everyone, I'm trying to remove custom modules from my Zoho CRM. I've ran into the issue, where I'm unable to delete the Modules because there are lookup fields in the fields associated with other modules. When I attempt to delete the modules, they are grayed out and I'm unable to remove them. Can I please get help on removing the modules or resetting the entire Zoho CRM to its Out of Box settings with out having to delete my account? Thanks SC
Territories as filters
The territory function within the CRM is great for controlling record access and managing a sales organization however, territories are not available as a filter options within the CRM when creating reports or dashboard components. Adding the ability
Query on Tracking Visitor Activity with Zoho Forms & SalesIQ
I have a query regarding Zoho Forms, Zoho SalesIQ, and Zoho CRM. I have embedded a Zoho Forms form on my website, and I’m trying to understand if it’s possible to capture a user’s website activity (such as pages visited, visit count, etc.) when they submit
Update to CRM Custom Buttons: Collect Users' Location
Hello everyone! Buttons in Zoho CRM allow you to extend the default CRM capabilities for your bespoke business needs. It provides the flexibility to connect to any third-party application to perform necessary actions. Wouldn't it be better, if those buttons
Can I add Conditional merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
Kaizen #78 : How to disable clone record?
Hello everyone! Welcome back to another interesting Kaizen post. In this post, let us discuss a workaround solution for the use case - How to disable clone record for a user. Requirement Consider that you want to disable the clone option for the Deals
Exporting All Custom Functions in ZohoCRM
Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any way
Merging Photos from Subforms into Writer
I've got a subform that contains uploadable photos. Im trying to merge them into a template but there is no option to pull them in. Is this possible? We are creating an inspection module where we can take photos and make notes and export to a report.
Api Version 2 Refresh Token invalid_code
While Refresh token i am always getting Error { "error": "invalid_code" } i am trying to pass all parameter as per this https://www.zoho.com/crm/developer/docs/api/refresh.html still non of things working any one have idea whats the reason for same ... please help due to this i stuck since last one week
Is it possible to clone my Lead module layout to Customer and Potential layouts?
I've customized all fields and their order for Leads module and I would like to know if I'm able to clone those fields into another modules, only to avoid repeated work. Awaiting.
Canvas templates can now be shared with different CRM organizations
Moderated on 14th February, 2023: Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help doc -Customizing Record Detail Page Using Canvas Dear All, We hope you're well!
CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
How to add a custom hyperlinked button in ZohoCRM Canvas Builder?
I am building custom views in ZohoCRM Canvas builder, with one view that will be used for a client Portal. Trying to add a custom button that when clicked opens a separate window to a ZohoForm. How do I do this?
Filtering on related module
I have a custom module (Module1) which is related to another custom module (Module 2) Module 1 can have many related records in Module 2. Module 2 has a date field. Module 1 has related list Module 2 I want to filter Module 1 to list all records where
Records Per Page
Can we get max number of records per page increased from 100 to 250 and 500 please? Or alternatively allow us to use the Zoho Sheet View for all records and not just the max 100 showing on the page? thanks.
Check out in Meetings
Why there is no check out in Meetings of Zoho CRM, very difficult to track
CRM to Desk Contact Sync Issues?
Hello, I noticed none of the contact changes in CRM are being transferred over to Desk. Anyone else experiencing this? I checked the sync history in desk and it confirms it - it doesn't show "X Contacts Synced" like it normally does.
Google Drive API 403 PERMISSION_DENIED from Deluge custom function - OAuth connection not recognised
Hi all, I've built a custom Deluge function to route Zoho CRM Account attachments into specific Google Drive subfolders based on filename prefix. The CRM API steps all work correctly, however our first Google Drive API call (listing subfolders via drive/v3/files)
Mail Merge preview won't load
Hello! One of our users has not been able to use mail merge templates in CRM as the preview screen does not load. We have many templates for one of our custom modules and the users are used to this feature and have been using it for years without any
mask Customer phone number and agents cant see customer phone number
Is there any way we can integrate Zoom Phone with Zoho CRM while ensuring that customer phone numbers remain masked? We need a solution where agents can make outbound calls but cannot see customer phone numbers. Please let us know if there is any solution
Record-Level Cliq Conversations Inside Zoho CRM
It would be extremely useful to bring the Zoho Projects + Cliq conversation experience into Zoho CRM records. Today, in Zoho Projects, each project or task can have its own related chat conversation through Cliq, allowing team members to discuss that
Introducing note actions and dynamic visibility in Kiosk Studio
Hello all, We are introducing enhancements to Kiosk Studio that will improve the product scope and meet your custom needs more precisely. What's new? Add notes as Actions: You can add notes to CRM records as kiosk Actions, as well as insert merge fields
Logging Calls not working
For some reason, logging calls is not working anymore. Description of problem: On a Lead's record, in the "Open Activities" block, clicked on "Add New" Clicked on "Call", clicked on "Log a call" Nothing happens. If I click on "Schedule a call" nothings
How do I filter contacts by account parameters?
Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
Whatsapp Limitation Questions
Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
Sales Ordes removes TAX at random for some or all prodcuts, even after creating it
Hi at Zoho CRM, in the Sales Orders section, when Creating, Cloning or editing any Sales Orders the TAX of one or all products gets "unchecked" at random. All of our products ALWAYS must have the same TAX selected automatically. At least it used to be
Zia Agents in Zoho CRM: a better way to set up digital employees
Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) and
How can we use Loop Structures in Deluge script?
Hi, I am using GetRecords() function to fetch records from a module in Zoho CRM, the number of records is 800+, but GetRecords() function returns 200 records at one time, So, I want to use loops to achieve my task, but it gives me error when i use any loop instead of For each loop. How can I perform my task? Please help Zoho community. Thanks
Kaizen #237 - Zoho CRM APIs: GraphQL & COQL- When to use which?
Hello everyone, Welcome to another week of Kaizen. This Kaizen post discusses Zoho CRM GraphQL APIs and COQL APIs and is meant to be a decision guide on selecting between them. It aims to help developers to choose the most efficient approach in different
Deluge Update Function
I am struggling to get this function to work no matter what changes I make - this is the constant error (my code is 30 lines long): Data type of the argument of the function 'get' did not match the required data type of '[BIGINT]'at lineNumber 31 I am
Make Module Name In CRM 4 Everyone A link To List View.
I've been using the new UI for a little while now and I have what I think is a simple suggestion that would add speed and ease to the UI At the top of the detail page for a module entry you show the module name as shown in the screenshot - if that could
Can Zoho CRM Emails be used in Zoho Analytics in any capacity?
We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than just
User can import contacts into Campaign even without permission
Hi everyone! We have a role that's configured with "Import records: Calls" only, but when a user with that role enters a Campaign, the "Contacts" section shows a "Import contacts" button. Is this expected?
Next Page