Zoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more

Zoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more

Availability
This feature is available in Standard, Professional, Enterprise, and Ultimate editions.
These changes have been rolled out to all users in all DCs.
For more information, please refer to these help documents: Overview | Instructions

Hello everyone,
Our Copy Customization feature enables you to replicate customizations across various clients who share similar requirements.
We've made the following changes to remove some common friction points in this feature:



Copy customizations across different DCs

Previously, the source and target accounts had to be in the same DC for copying customizations, which made it harder to serve customers who had accounts in other DCs. You had to maintain source accounts in multiple DCs, which meant more effort and time.



Now you can reduce the number of source accounts, as you can copy a customization from a CRM org in one DC to an org in any other DC.


Apply copied customizations to customized CRM orgs after deleting configurations

Previously, you could only copy customizations to CRM orgs that had no existing customizations. Once a change was made, you couldn't carry out the process even if you deleted the change. Additionally, this was a one-time process; you couldn't initiate copy customization a second time for the same org.

Now you have more leeway when it comes to previously customized CRM orgs:
  • In an already-customized account, simply click the Delete Configuration button to ready your target account. This will remove all existing configurations.

  • Once cleared of configurations, you can initiate customization for that account.
  • A target account can be customized up to three times using Copy Customization. Previously, this could be done only once.

Use a system-generated key to receive customizations



To send customizations, you previously needed the customer's email address. Now you can ask them to generate a copy customization key in their account and share it with you. Once received, you can use this key to send the customization to the required org.



Note: This key is valid for 24 hours from the time of generation.

Automatically lock the CRM during customization to prevent human error

Once you initiate the customization, your CRM will be locked. Previously, customizations have failed when changes were made in the target account accidentally before the completion of the customization process. With the automatic lock, this source of failure has now been eliminated.

Do let us know your feedback in the comments section below! Thanks for your time!

    Nederlandse Hulpbronnen


      • Recent Topics

      • The dimensions of multilingual power

        Hola, saludos de Zoho Desk. Bonjour, salutations de Zoho Desk. Hallo, Grüße von Zoho Desk. Ciao, saluti da Zoho Desk. Olá, saudações da Zoho Desk. வணக்கம், Zoho Desk இலிருந்து வாழ்த்துகள். 你好,来自 Zoho Desk 的问候。 مرحباً، تحيات من Zoho Desk. नमस्ते, Zoho
      • Multi-line address lines

        How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.
      • Accessing Zoho Forms

        Hi all, We're having trouble giving me access to our company's Zoho Forms account. I can log in to a Forms account that I can see was set up a year ago, but can't see any shared forms. I can log into Zoho CRM and see our company information there without
      • Archiving Contacts

        How do I archive a list of contacts, or individual contacts?
      • Cost of good field

        Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?
      • How to add image to items list in Invoice or Estimate?

        Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because
      • Issue with the Permission to Zoho Form

        I am getting an error by signing in to zoho form as it is stated that i don't have permission to access this is admin account
      • CRM templates

        Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?
      • Pending Sales Order Reports

        Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.
      • lavetisiva1997@gmail.com

        lavetisiva1997@gmail.com. OTP
      • Zoho Mail SMTP IP addresses

        We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?
      • Zoho Campaigns - Why do contacts have owners?

        When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have
      • email forwarding not working

        Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!
      • Google Ads Conversions Not Being Tracked in Zoho CRM

        We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but
      • Enable Locations for Expense

        Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.
      • in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books

        in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books . how I get the file From zoho creator and upload to Zoho Books . using Api response = invokeUrl [ url: "https://www.zohoapis.com/creator/v2.1/data/hh/l130/report/All_Customer_Payments/"+input.ID
      • Generate a link for Zoho Sign we can copy and use in a separate email

        Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
      • Rate Limiting in Zoho Flow (OpenAI API)

        Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a
      • Placing a condition before converting the LEAD

        Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using
      • it is possible to open a widget via deluge script function

        I have one function that is workflow action I call my fucntion I need to call the internal widget it is possible to open or it have to please tell me the solution
      • Creator - Portal Custom Domain

        I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to).  Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong.  Some datapoints Domain name itself unimportant, can be a string of numbers.  I need to know what registrars are working for you because GoDaddy does NOT.  Do I need hosting? I've tried both ways and nothing works.  I pushed through Cloudflare
      • steps and options to change Domain DNS/Nameservers settings

        Please share the options or steps to change  Domain DNS/Nameservers settings 
      • Employees in Leave Policy exceptions

        In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc
      • Modular Permission Levels

        We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other
      • Kaizen #157: Flyouts in Client Script

        Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script
      • How get stock name from other column ?

        How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock
      • Adding a developer for editing the client application with a single user license

        Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer
      • Download an email template in html code

        Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create
      • Attachment is not included in e-mails sent through Wordpress

        I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated
      • Upcoming Changes to the Timesheet Module

        The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next
      • Best way to schedule bill payments to vendors

        I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have
      • Cant update image field after uploading image to ZFS

        Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make
      • Billing Management: #4 Negate Risk Free with Advances

        In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last
      • Is there an equivalent to the radius search in RECRUIT available in the CRM

        We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT
      • Zoho CRM Inventory Management

        What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?
      • Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

        Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)
      • Get Workflow Metadata via API

        Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation
      • Zoho Projects - Q2 Updates | 2025

        Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth
      • FSM setup

        So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.
      • Upcoming Updates to the Employees Module in Zoho Payroll (US)

        We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where
      • Next Page