Kaizen #263: Using Zoho CRM Skill to Build Widgets
Hello everyone! Welcome back to another exciting Kaizen post. In the previous Kaizen posts, we introduced the zoho-crm skill.md and explored how it can help with Zoho CRM APIs, Client Scripts, complex COQL queries, and Skill to build Queries. In this
Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!
We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode
Task Module quick create settings
Hello, requesting the Task module receive a quick create customization settings. We have added custom fields and have to select "More fields" at the bottom of the pop-up to access the custom fields.
AI Calling
Hi, does anyone have experience or any thoughts on AI Calling. Getting AI to make calls on behalf of your company. We are looking into it, but are finding it difficult to get info and providers that can assist.
CRM Address Field - States with Countries in brackets
Hi, Could you please remove the country in brackets from the Global State List, or at least allow us to edit these entries? It looks like the brackets were added during the initial data population, perhaps by someone building the list in a spreadsheet
Mail Merge templates in Sandbox
Rolled out for all DCs Hello everyone, You can now create and test Mail Merge templates directly in Sandbox, making it easier to validate document generation without affecting your live organization. Why this matters Mail Merge templates are often used
Which Zoho CRM tasks would you want an AI assistant to handle?
I’ve started delegating my Zoho CRM work to AI – and many tasks now take me half the time. It has been so useful that we’re now working to make it available to everyone. Instead of clicking through records and tabs, I simply describe what needs to be
How to present an Analytic on a CRM dashboard and filter it on loginuser id
How to present an Analytic on a CRM dashboard and filter it on loginuser id? I want to display an Analytics pivot table (as a widget) on a CRM dashboard and have the pivot filtered on the loginuser. I want additional user-filters available, such as date,
Button Display Conditions
Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field
How does Zoho handle the daylight savings time change in Alberta?
Alberta has just made the decision to get rid of daylight savings. This means that as of November 1, 2026 we remain on UTC-6 year-round. We have timing errors in meetings scheduled after that For example, we scheduled meetings in late November at 9:00
Issues with Zoho Insights and email template web links
Is anyone else out there having the same issue we're experiencing? When we send out an email template, Zoho insights is converting the URLs from the URL we insert in to the template in to one of the form https://mailer1.zohoinsights.com/ocgeturl/2d6f.327230a?l=0ed7f050-5b31-11eb-a1a...
Can't set conditional layout rule on lookup field in Zoho CRM
Namaskaram Zoho CRM team, Usually any fields of module except mandatory fields can be hide using conditional layout rules. But that can't be set on lookup fields event that is not a mandatory fields. Many users are in need of that. Crafted with ❤️ Zoho
Need to be able to apply layout rules to 'Multi Pick List'
Currently, we are unable to apply layout rules to fields that are 'Multi Pick List'. This means we have to instead use checkbox fields, but they are inefficient. For example, we use the Multi Pick List to list our products. However, we're unable to apply
Workflow Automation Not Triggering
My Zoho CRM workflow sometimes doesn’t trigger when a record is updated, even though the workflow criteria appear to be met. What should I check to find out why the workflow is being skipped?
Best practices for importing phone numbers
I've recently found a problem with my phone provider, integrated with Zoho CRM, where a phone number that starts with 00 instead of + won't work. The problem has no solution: they tell me to replace all 00 with + I've always preferred using 00 instead
Kiosk / CRM Timezone Oddity
I grant you this is much easier to see than to explain, and snapshots here won't help much and I don't want to snapshot my record anyway in a forum, so bear with me... Effectively... As there had been discussions on times coming through in different timezones
How to add PHONE number to the Activites view
This just seems like something so obvious and I can't believe I can't find it. When I add a TASK for a person that I want to call back, I'd like to be able to see that persons PHONE NUMBER in the actives list. Ive added every field possible in the views, and the best that it gets is the person's name, but not their phone number. I'd like to be able to just print my tasks, seeing the person I need to call back with their phone number. Is there a way to do this in the FREE edition? thanks.
Trigger Workflow Rules from subform row actions
Hello all, Previously, workflow rules could only be configured at the module level, which meant subform data had to be tracked and managed manually. With this update, workflow rules can now be triggered directly by actions within subform rows, giving
Display Issues
Hello, Our company just changed General Managers and the other one was the super admin. Since deleting his profile and making our new General Manager the super admin there have been ongoing issues. One in particular, is when creating estimates, sales
Erro
Subject: CRM Standalone Function creation returns INTERNAL_ERROR Hello Zoho Support, I am trying to create a Standalone Deluge Function in Zoho CRM for a lead intake REST API. The CRM account reports that the Standalone category is enabled, but function
Presenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
Transferring CRM Templates
I have two different scenarios for transferring the CRM template and would like to know if it is possible to do for either. 1. When designing my CRM template, I created all the fields in the Leads module. I have not duplicated all of the fields (or their positions on the page) in other modules like the Contacts, Potentials, Accounts, etc. Once I get my Leads template designed the way I want, I would like to copy the fields and their page positions to the other modules. Is it possible to do
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.
Kaizen #262 - Using Zoho CRM Skill to build Queries
Hello everyone! Welcome back to another edition of the Kaizen series, where we uncover powerful ways to extend and customize Zoho CRM. In the previous Kaizens, we explored how the zoho-crm skill can help developers work with Zoho CRM APIs, Client Scripts
Rename default fields in Zoho CRM
Hi, I'm setting up Zoho CRM for an Australian company. They are perplexed by the names of the address fields, e.g. "Billing Province" (we would call it Billing State) and "Billing City" (we would call it Billing Surbub). I would like to request that these
Kaizen #99 - Render Widgets Using Client Script
Hello everyone! Welcome back to another interesting post. In this post, let us see how you can render Widgets using Client Script. Widgets are embeddable UI components that you can create and add to your Zoho CRM. You can use widgets to perform functions
How does Recur setting affect execution time of time based workflow rules.
When setting a workflow rule based on Date/Time field, the Recur setting does not seem to make sense. If I want the rule to execute at a specific amount of days relative to a date field, what exactly would the recurrence be? That point in time would only
Canvas Ungroup is No Longer an Option - Can we Bring it Back?
You used to be able to ungroup a Group in ZOHO Canvas, but now you have to delete the group and completely start over (re-add the fields, re-place them, regroup them, readjust the group as you want it/reformat) instead of ungroup, move or delete only
Change default "Sort by"
Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize the second option of "relevance" as the sort by default and not have to change
integrating Zoho CRM vendors with Zoho projects
In most of our projects we collaborate with our Vendors. Being able to integrate only Accounts and not Vendors from CRM, is a huge limitation for our perspective and needs. We would really love to see this feature in the CRM-Projects integration.
This forum appears to have been hijacked by "Saurabh Singh" and their new-found automated AI answering bot...
Is there really a need to add comment to every single forum post - regardless of previous outcome, status or age - with the same tiresome "3 or 4 point suggestion + summary" structure, that in most cases simply repeats what was already determined?
Zoho Book’s native record page is now rendered in CRM keeping approval process, retainer invoice, & more at reach
Refashioned Zoho Books integration with Zoho CRM Dear Customers, We're pleased to announce a significant upgrade to the Zoho Books integration in Zoho CRM, offering greater convenience. TL;DR: Zoho Books record's information is now accessible directly
Is it possible to convert regular pick-list to multi-select pick list?
I have a regular drop-down pick-list and we realized that we need this info as a multi-select pick-list. I don't think there is a way to convert from one type to the other, but what is the simplest way of moving the data over? Meaning, whatever value
Data from related modules in the criteria builder
CRM workflow conditions work great in majority cases, e. g. I want to send an email upon a particular data event. Now, there are cases where I want the workflow, email, email template to sit on a module A (let's say Companies) but the condition depends
Zoho CRM variables create risks
1/ The fact that CRM variables are deployable from sandbox to production goes against the principle of environment separation. We are at risk of overwriting production with sandbox values; or vice versa when rebuilding the sandbox as production vars will
Record Detail - Canvas View - Grouped Mirror Fields Don't Populate
Hello, I could have sworn this used to work, so I'm not sure when it stopped, but I have a canvas view on my Account record detail page and I have a lookup field with its 3 mirror fields on said page. If I just put the fields separately, they render fine.
Zoho CRM - Cadence Data Availabe in Zoho Analytics
Hi Zoho Team, I've noticed that Cadance data is not currently available in Zoho Analytics. Is there a timeline for when this will be available? Thanks, Ashley
Zoho CRM Community Digest - September 2026 | Part 1
Hello everyone! The first half of September brought subform-level workflow rules, emoji reactions on notes, and the new zoho-crm skill for AI-assisted CRM development. Given how much there is to it, we've followed the announcement with two Kaizens: one
Button with a mapped null value causing "Empty value found, proceed?" GUI - Can this be stopped?
Hey All, I started seeing this GUI pop up recently when mapped buttons have a parameter that is null. (It might be a new behavior, or perhaps I'm only recently coding where I'm running into it now where I was not prior.) Instead of passing the null through
Funnel widgets showing Amounts not just Count
Hi Can I request that the Funnel widgets have a toggle that allows you to optionally show that it shows the value of deals rather than just the count of deals. There are some great funnel widgets, but they all seem to only show counts. Whilst I get that
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