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• Recent Topics

• How do I modify the the incoming/current call popup? I can modify other call pages but not that one.

  I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the main

• Disable Smart Filters By Default

  The smart filters "feature" is causing confusion for Zoho Mail users. New emails should be delivered to the inbox unless they have specifically opted to redirect them somewhere else. People don't understand that new emails might be waiting in a random

• Set File Upload fields as mandatory

  Currently the CRM for some reason lacks the ability to set a file upload field as mandatory So we have an issue We have a requirement that before a Deal stage is set as Deal is Won the member needs to upload a file Now for some weird reason in Zoho I

• Introducing Zoho PDF Editor: Your free online PDF editing tool

  Edit your PDFs effortlessly with Zoho PDF Editor, Zoho's new free online PDF editing tool. Add text, insert images, include shapes, embed hyperlinks, and even transform your PDFs into fillable forms to collect data and e-signatures. You can edit PDFs

• Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

  Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

• Share saved filters between others

  Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks

• Update Lead Status in Zoho CRM When a Meeting is Booked via Microsoft Bookings

  Hi everyone, I’m trying to streamline our lead management process and would like to automatically update the Lead Status in Zoho CRM whenever a meeting is booked through Microsoft Bookings. Has anyone successfully implemented this kind of integration

• Adding Columns to Reports

  Hi, Is it possible to choose fields to be added as columns in the reports? Thank you.

• How do I automatically assign the project owner for all tasks in Zoho Projects?

  I have been researching for days on how to automatically assign all the tasks to the project owner on creation of the project in Zoho Projects. I have been having to go in and manually change all the task owner from 'unassigned' to the owner of the project

• Import from Linkedin

  Please provide a way to enable importing contact information for Contacts and Companies from Linkedin? Thanks

• Help Needed with Creating Close % Reporting

  Now that our company has a good data set to work with we want to use ZCRM reports ways to track the performance metrics we have established. Specifically, I want to be able to calculate closing % for individual salespeople and individual support people.

• Canvas: Add Sections to Detail View

  Currently it is only possible to add fields to a canvas detail view. This makes Canvas hard to maintain, because everytime we add a field to our system, someone needs to go into the canvas view and add it there as well. This leads to additional work and

• CRM Kiosk - Action for GetRecords

  I have a Kiosk screen with GetRecords and want to use the selected records in a custom function. My particular case is to set a lookup value on the selected records. Generally speaking though, I want to work with the selected records in a function. I

• Create static subforms in Zoho CRM: streamline data entry with pre-defined values

  Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

• Extract Archived Projects using Zoho Projects API

  In my organization we archive the projects when they are already completed, charged, invoiced, so that only those that are still pending process remain active. I need to access all projects (active and archived) from an external system, but the API v3

• Email for customer to provide payment information

  Is there a way for customers when you set up a subscription to get an email that prompts them to put in their billing information to start their subscription? Also, can you show the subscription in their portal?

• Unable to display field label from a hidden Single Line Textbox in Description

  Hi folks, I'm unable to display my hidden field, e.g. ${zf:SingleLine4} , in my description. I'm pre-filling this hidden Single Line Text box via "Field Alias - Pre-fill URL" settings. I noticed that my decimal form fields work, e.g. ${zf:Decimal}, and

• Zoho Books | Product updates | July 2025

  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in Zoho

• transforming 1D tables to 2D and the other way round

  Does Dataprep have tools to convert 1D tables to 2D tables and the other way round? The actions that are commonly called "pivot" and "melt". What I mean is transitioning between these two kinds of table: 2D id ____ name ____ surname ____ age 00 ____ Matt

• More context, fewer tabs: View lookup modules' data within a CRM Canvas page

  Hello everyone, How often do your users juggle multiple browser tabs just to piece together the full context of a record? This update can make their lives easier. You can now add lookup modules' fields to a Canvas detail view page and a Canvas list view

• Lookup fields

  Is there any way to add Lookup fields to Zoho FSM -- I do not see the option but I see default lookup fields in different modules

• Zoho Analytics - Bill Table

  Hi I am new to Zoho and mainly work in Books. Recently learned of Zoho Analytics and am exploring it to create reports that would be useful for me. For example, I want to create a bills cash forecast by week for cash flow planning. When I start to create

• Sudden Layout Issue After Last CSS Update for ZML (Temporary Fix Inside)

  Hi, Our clients have noticed today that every section laid out with ZML suddenly shows an unwanted top padding/blank space that interrupts the user screens. It appears that Zoho has changed the default CSS for the .zcp-col.zcp-panel-rowtype-auto element.

• How to see history on Bulk send of Customer Statements

  Hi, We bulk send statements to customers every month via Books - every month we have customers emailing requesting a statement. Currently I have no visibility on if a customer was sent the statement or not and if our process is being followed or overlooked

• Add Prebuilt "Partner Finder" Template with Native Zoho CRM Integration in Zoho Sites To: Zoho Sites Product Team

  Hi Zoho Team, We hope you're doing well. We would like to request a prebuilt "Partner Finder" template for Zoho Sites, modeled after your excellent implementation here: 🔗 https://www.zoho.com/partners/find-partner-results.html ✅ Use Case: Our organization

• Creating a tax - amount table in Analytics

  Hi everyone, I would like to create a report in Zoho Anayltics that creates the tax and amounts in a table. I have been able to create a report that shows me all the tax accounts, but I can't get it combined with the amounts of the accounts. Is there

• Kits: Option to Hide Associate Items on Documents

  The new Kit type of Composite Item is very helpful, and we're already using it in several different ways. One problem is that there seems to be no way to hide the components on some documents, including Package Slips. There is an option given in settings

• Is it possible to do custom domains on test accounts that use saml setups?

  In Zoho Billing, Is it possible to do custom domains on test accounts that use saml setups for the customer portal?

• Add Built-in "Partner Finder" / "Contractor Directory" Tab to Zoho Desk Help

  Hi Zoho Team, We hope you're doing well. We would like to request a new feature for the Zoho Desk Help Center: A built-in, configurable "Partner Finder" / "Contractor Directory" tab or section, similar in concept to your own Zoho Partner Finder at: 🔗

• Introducing prompt builder in Zoho CRM

  We’ve introduced a new way to put Zia’s generative AI to work—right where your teams need it most. With the all new prompt builder for custom buttons, you can create your own AI instructions to generate tailored content, suggestions, or summaries across

• I’m facing an issue while trying to upload a PDF file to a custom file upload field within the Leads module via the Zoho CRM API.

  Hi Zoho Team, I’m facing an issue while trying to upload a PDF file to a custom file upload field within the Leads module via the Zoho CRM API. I am able to manually upload a PDF into this field through the UI. I am also able to upload files as attachments

• No chat option

  Chat option is not available in Android app.

• Centralized Domain Verification in Zoho CRM Plus

  Hi Team, I have a suggestion regarding Zoho CRM Plus. It's quite frustrating to verify the same domain separately for each application within the suite. It would be really helpful if you could introduce a centralized admin console—similar to what's available

• Why Are Columns Reset When Deleting Entry

  Hello, this is quite annoying. We use forms as a questionnaire for candidates, we filter entries by removing columns, when we delete an entry the columns reset. Every "delete" the columns reset, why!? Thank you

• How to add custom templates in zoho sheets mobile

  How can I add custom templates in Zoho spreadsheet mobile?

• Order Items

  Hi .. We have to implement orders with line but each line should have a separate record and not as a subform, does anyone have experience with that kind of solution what is the best practice for that kind of thing Thanks

• Can't get sender adress to work

  Hi, I am having some trouble getting the sender adress to work for responses on tickets. I would like to configure a sender adress that is different from the zohodesk emailadress that is normally used. These are the steps I have followed: 1. Add a new

• Troubleshooting Delays in Zoho CRM Automation Workflows for Lead Status Updates

  Dear Zoho Community, I am refining a sales pipeline in Zoho CRM, implemented in May 2025, to enhance efficiency for a small business managing client leads. While the CRM effectively tracks leads, I am encountering delays in automation workflows that update

• Zoho Sprints - Q2 updates for 2025

  Hello everyone! We’re excited to share the latest updates from Zoho Sprints for Q2 2025! This quarter, we rolled out a few highly-requested features designed to enhance collaboration and time management across your projects. Here's a look back at the

• CRM Email Insights Not Working - Status not Changing

  I used to be able to see if a customer opened/read an email in CRM, but I no longer get those status changes inside their record. I have everything enabled and I am sending the email from CRM. The experience center has the status' enabled as well. Any

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