Leads Should Support Business-Centric Structure for B2B Use

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• Guy

  

• Sunderjan Siddharth

  

• Sticky Posts

• Action requested: Retain your sales journey configuration in Path Finder

  Dear Customers, We hope you're well! As you might know, we're completely overhauling our journey management suite, CommandCenter, and are in the last leg of it. As a means of getting ready to go live, we will be announcing a series of requests and updates

• Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more

  Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by

• Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

  Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

• GDPR Contd. - Handling Lawful Bases for Your Customers using Zoho CRM.

  Hello folks,   Continuing from our previous GDPR post, we bring to you the first cut of GDPR centric enhancements that are released for handling lawful bases for your customers in Zoho CRM. For your understanding we have split the entire process into three sections: Identifying Data Processing Basis Updating the Data Processing Basis in Zoho CRM  Consent Management in Zoho CRM 1. Identifying Data Processing Basis The fundamental principle to handle the personal data of your data subjects is to process

• Upsert your missing data without affecting the historic logs

  Dear Customers, We hope you're well! Migrating your data from a legacy system to Zoho CRM is a critical operation as it deals with treasured data. In an unfortunate event, if you have missed to move your historical datasets, you have had to repeat the

• Recent Topics

• Bigin iOS app update - Introducing Card Scanner and initiating WhatsApp conversations using pre-approved templates.

  Hello everyone! In the latest iOS (v1.11.3) version of the Bigin app, we have introduced the following features: Card Scanner Initiating WhatsApp conversations. Card Scanner: Our new Card Scanner feature extracts contact information from business cards.

• Introducing card scanner in Bigin Android app

  Hello everyone! We are excited to introduce the card scanner feature on the latest Android version(1.7.26) of the Bigin app as well. Card scanner extracts contact information from business cards and allows you to save them as contacts in Bigin. You can

• Full RTL and Hebrew Translation Support for Zoho Creator User Portal (Including All System Pages, Templates, and MFA Screens)

  Dear Zoho Creator Team, We kindly request comprehensive support for right-to-left (RTL) languages, particularly Hebrew, across the entire Zoho Creator user portal. This includes system-generated pages, templates, and multi-factor authentication (MFA)

• ZUG real estate virtual meetup 2025: Sign documents, collect payments, and automate workflows with Zoho Sign

  Hi there! Are you in real estate and looking for a secure, compliant way to manage all your paperwork? In such a fast-paced industry, timing, compliance, and client trust are everything. Handling paperwork has always been a challenge, whether you're finalizing

• I wan to schedule a meeting report From previous Thursday to this thursday of this week on Every 6 pm want to recive this report in zoho CRM

  I wan to schedule a meeting report From previous Thursday to this thursday of this week on Every 6 pm want to recive this report in zoho CRM. How I Can achive this in Zoho CRM.

• OCR (Optical Character Recognition), automatisation des PDF et autres améliorations de Zoho RPA

  Zoho RPA est une plateforme d'automatisation des processus robotiques conçue pour accélérer et simplifier vos workflows. Elle permet de connecter facilement vos applications cloud à vos systèmes existants, même ceux qui ne disposent pas d’API, afin d’automatiser

• Multi-Select lookup field has reached its maximum??

  Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

• Zoho Notifications - Received two notifications for one message and none for the other

  We had a client reply to a ticket twice in one minute. The ticket owner received two emails for the second message but none for the first (which was crucial content and unfortunately was therefore missed). I'm assuming this created a race condition -

• 📢 Boost Your CRM Communication with HelloSend – Now on Zoho Marketplace!

  We’re excited to introduce HelloSend, a powerful communication extension for Zoho CRM that brings SMS, WhatsApp, and Voice Calling directly into your CRM workspace. Whether you're in sales, support, or service delivery, HelloSend helps you connect with

• Automation#24: Auto-Update custom field from Accounts to Tickets

  Hello Everyone! Welcome back to the Community Learning Series! This episode dives into how Zylker Techfix streamlines account-related ticket references. Previously, employees had to manually check account details to retrieve specific customer information,

• Support Mixed Visibility Settings in Knowledge Base Categories

  Hello Zoho Desk Team, We hope you're all doing well. We’d like to submit a feature request regarding visibility settings in the Knowledge Base module. 🎯 Current Limitation As of today, when a category is set to a specific visibility level (e.g., Public),

• Removing To or CC Addresses from Desk Ticket

  I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results

• Product Updates in Zoho Workplace applications | May 2025

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this May. Zoho Mail Increased Preset Limit for Reminder and Snooze Options Preset limits for the Reminder and Snooze options

• Zoho Books | Product updates | June 2025

  Hello Users, We’ve rolled out new features and enhancements in Zoho Books, from the option to record advances for purchase orders to dynamic lookup fields, all designed to help you stay on top of your finances with ease. Introducing Change Comparators

• Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

  Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,

• Importing a contact with a linked product

  Hi, I'm trying to import my contacts from an excel spreadsheet and each of those contacts have fields that relate to products. Is there a way that I can import the contact with their linked product? Some of the contacts in my spreadsheet have multiple

• Global Sets for Multi-Select pick lists

  When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

• INVOICE DONT HAVE AN INCOME ACCOUNT FIELD TO POST TRANSACTIONS

  INVOICE DON'T HAVE AN INCOME ACCOUNT LIKE THE EXPENSE ACCOUNT FIELD IN THE EXPENSE MODULE. PLEASE CAN YOU TELL ME WHAT TO DO TO ADD THIS FIELD AND FUNCTION TO POST IT TO THE RIGHT INCOME ACCOUNT. THANK YOU VERY MUCH

• Error message that says only images and no text

  I filled out a template for a weekly newsletter with text and images throughout but when I click save and next an error message comes up that says "Campaign content has only images and no text" which is not true at all. I have no idea how to fix this issue and don't know where the problem is. 

• Outlook 365 ('classic') won't connect to Zoho email

  New computer, fresh install of Office desktop. On the old computer Outlook was working fine with Zoho, retrieving/sending mail, etc. On the new one I can't connect the accounts in Outlook--Outlook just keeps popping up the box asking for a password. All

• login email

  Never logged into email says last log in never loged into

• Client Script Operate Timeout

  Hi Zoho, I have set a client script that use for ( i =1; length < i , i++) to fetch all of the product in order I have an order have 30+ products, seems this script will be stopped when it is checking rough 10 + products because of timeout (may be). May

• Error AS101 when adding new email alias

  Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

• Installment plans

  Hi I am looking for a way to allow my customer to make equal monthly payments. For instance if I create an invoice for customer Y for $1000 I want to allow them to make equal monthly payments for the next 6 months. I need those payments to be auto charged

• Create a draft in reply to an email via Emails API

  Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.

• Cannot add zoho email to gmail acc

  I'm trying to set up my zoho mail to connect to my gmail acc but no matter what I try I always get this problem. What should I do now? Password is up-to-date. Authentication failed. Please check your username/password. [Server response: 535 Authentication

• Search Mail with URL parameters

  Is it possible to search Zoho Mail by passing URL params like we can in Gmail? eg. mail.google.com/mail/u/0/#search/from:(jane@doe.com)

• Is this a valid email from Zoho or a scam?

  Hi, I received an email advising me to update MX records for Zoho mail. Is it legitimate? Thanks, Nelson. Dear Admin, You may know that your domain (eg, yourcompany.com) has an MX record that points to an email server configured to process email for your domain. We have noticed that some of our customers have used Zoho IP address (instead of DNS server name) in their MX records to specify the mail server. This is NOT recommended practice. Vendors will sometimes change IP addresses for number of valid

• Problem with signature in a forwarded mail

  Dear All, In my email account I created a signature and I unchecked the 'Place signature above the quoted text for relies and forwards' My question is, when I am trying to forward an email, sometimes I need to insert my signature so I select it from the

• 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

• Tip 14: How to iterate a set of Deluge code a specific number of times.

  Hello folks, As you might already know, recursive functions are used to perform a particular action a specific number of times. We had explained this in detail in our Tip #2. Similarly, there is another way in which you can iterate a set of Deluge code 'n' number of times. All you need to do is to create a List and use the For each index task to iterate it for a specific number of times.    Here are a few use cases where this would be useful to you:  To create 'n' number of duplicate records for

• Need Help Fetching Latest Conversion Rate by Date

  Hi Team, I’m currently working on building a Balance Sheet in Zoho Analytics across different entities, with a common base currency of USD. I receive USD conversion values on a daily basis, and my requirement is to always capture the most recent available

• Enhance Zoho One Conditional Assignment to Fully Reassign App Settings When Changing Departments

  Hi Zoho Team, We’d like to submit a feature request regarding the current behavior of Zoho One’s conditional assignment logic when moving a user between departments. 🔧 Current Limitation As it stands, Zoho One’s conditional assignment does not remove

• Multiselect lookup in subform

  It would be SO SO useful if subforms could support a multiselect look up field! Is this in the works??

• Category to Alert

  Hi I am looking for help on how to solve an issue. We use the Category field for all items. We also use Composite Items. We would like to create an email alert when a Sales Order is created, however it would need to look at the Item to identify the category

• Validation Rule (Date)

  Hi There,  Can any anyone help me with the validation rule? I'm trying to fire a rule whereby the End Date cannot be before Start Date.  Any takers?  Manoj Nair

• Quotes

  Has anyone figured out how to automatically upload a quote that was signed via Zoho Sign and insert it directly to that leads file and push it through the pipeline to proposal signed status?

• 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

• Survey end date extension

  Hi, Is there any way to extend the end date of my survey? I needed more time in finding respondents that is why I need to extend the end date of my survey. Help. Thanks

• In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote

  In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote Pls help how i fix this

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