Zoho CRM Feature Requests - SMS and Emails to Custom Modules & Time Zone Form Field

Zoho CRM Feature Requests - SMS and Emails to Custom Modules & Time Zone Form Field

TLDR:

  1. Add Date/Time/Timezone form field, and be able to turn off auto timezone feature.

  2. Allow for Zoho Voices CRM SMS Extension to be able to be added to custom modules, and cases.

  3. Create a feature that tracks emails by tracking the email chain, rather than just bringing in all of the emails for a contact or a lead, as that is not viable with custom modules.

  4. Create a roadmap that shows us what features are coming to Zoho CRM in the coming months.

  5. Additionally, CRM has already had someone contact me to talk about these features which is pretty neat.

Not gonna have any karma, as I am just making this account for my company so that I can try to get these form fields and features approved.

I have been using Zoho CRM for over half a year now, and I want to highlight some key improvements that I believe would greatly benefit the system. There are three specific areas: the Date/Time form field, emails, and SMS integrations. Additionally, I believe Zoho CRM has the potential to evolve from a standard CRM into a full-fledged ERP. This transition would not be difficult if Zoho simply allowed for more customization within the CRM. I strongly propose that the CRM team focuses on maximizing customizability and, for gosh sakes, releases a public roadmap for the platform.

  1. The Date/Time Form Field is Limited Zoho currently uses a feature where the Date/Time field automatically adjusts based on a user's local time zone. For example, if Tommy in Eastern Time enters 8 AM on 2/11/2026, Brian in Central Time sees 7 AM.

While not inherently a bad idea, this creates major issues. If my company operates strictly on Eastern Standard Time, but Brian works in Central Time, he has to do mental math. If he needs to schedule a task for Tommy at 9 AM Eastern, Brian has to enter 8 AM Central. If he forgets and enters 9 AM, the task is actually due at 10 AM Eastern.

This gets exponentially more complicated for field workers, like an electrician operating across multiple time zones. How does Zoho calculate their time zone based on phone location or zip code? For national or global companies working across all 38 time zones, checking schedules requires constant mental gymnastics. For most large companies, this alone is a dealbreaker or forces expensive custom coding.

Currently, my team is forced to use a plain text box for times just to bypass this auto-conversion. This is an absolute nightmare because we cannot pull data from a text field, and sorting is impossible. I propose that Zoho CRM and Creator add the ability to turn off this auto-conversion and introduce a dedicated Date/Time/Timezone field for users with complex scheduling rules.

  1. Zoho Voice SMS Extension Limitations The SMS extension built by the Zoho Voice team is an awesome widget. However, I am incredibly frustrated by the support process. On September 12, I requested that this extension be made available for Custom Modules and Cases. Over the next few months, I exchanged around 50 emails and had multiple meetings with support. It was only today, on 2/19/2026, that I was informed by a CRM technician that this is actually a CRM limitation, not a Zoho Voice limitation.

I am quite upset that no one mentioned this during months of communication. This highlights a recurring issue with Zoho: the lack of public-facing roadmaps, no transparent way to track feature requests, and poor communication between departments. Having a public roadmap would not only give customers clarity but also ensure different Zoho departments understand each other's limitations.

I am requesting that the CRM team allows us to enable these widgets for Cases and Custom Modules. I know it requires more coding and field mapping on Zoho's end, but it is entirely possible. Other third-party applications can already do this, so if external tools can integrate with custom modules, why am I even using Zoho Voice?

  1. Email Integration in Custom Modules This ties into the email conundrum. We use a Custom Module for Work Orders and want the ability to tie a specific email to that record's related list. Currently, it pulls in every single email related to the associated Contact or Lead. This is unhelpful when we are trying to use CRM as the single source of truth for all employees.

Because CRM is the most robust option in the Zoho ecosystem (aside from Creator, which struggles with complex math), Zoho is missing the secret sauce. They should build CRM as a fully customizable platform and use the rest of the stack for separate functions. This means allowing Custom Modules and all standard modules to fully integrate with standard tools like email, calendar, and SMS. Clients ultimately want to integrate their entire tech stack directly into the CRM.

For example, Zoho Inventory has been around for over a decade but is extremely limited compared to other warehouse management systems. If Zoho focused on building that functionality directly into the CRM, it would be amazing. Look at Zoho FSM, which was built using Creator. That app could easily exist within CRM with a few tweaks. But if you ask the Inventory or FSM teams to customize something, they repeatedly tell you to build it out in Creator or CRM instead. With the rise of AI and Zia, many of these auxiliary tools are going to become redundant. What can Inventory or FSM do that could not be done better and customized more within the CRM?

Ultimately, this is a request for these features to be expanded in Zoho CRM. Zoho is a fantastic, highly affordable application, but it needs to allow customers to build unlimited use cases within this environment. Right now, Zoho CRM operates like a light ERP. With a few more tweaks, it could easily outstrip tools like NetSuite or SAP. By combining Zoho Flow, Analytics, CRM, and Creator, you can build almost anything, but the lack of native CRM customization creates unnecessary roadblocks. Zoho One is already trying to be an ERP; you just need to allow for more customization and publish a public-facing roadmap.

Please let me know if you agree or disagree with this. Even getting a simple Date/Time/Timezone form field would drastically improve our processes.

    • Recent Topics

    • Support Bots and Automations in External Channels

      Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels
    • Form to PDF template

      I am looking to create a Form and when information is inputted, it will merge it into a PDF template we already have. There could be multiple lines in the form and each line inputs information into a new page of a PDF template.
    • Please verify my account

      Hi, We have just launched our website and received media coverage in our country. Hundreds of users are signing up for our platform every day. We would like to send them a welcome email, but we are unable to do so because our ZeptoMail account has not
    • Subject character limit increase

      We have an occasional user case where subject lines exceed 500 characters which is the ZeptoMail imposed limit. While I understand long subject lines are not "best practice", these are particular notification emails with specific information for client
    • Account blocked

      Yesterday I got my Zeptomail account blocked due to too many hard bounces. My account is used exclusively for sending transactional emails (eg. your order has been shipped, a form has been filled, etc) and the sudden blocking impacted hundreds of websites
    • Nested notebooks

      Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.
    • Cannot see correct DNS config for mail after moving domain to another provider

      I have moved my domain from one provider to another and after that zoho mail stopped working (expected). Problem is, zoho mail admin panel still shows (10 hours after move) that all records are correct while I haven't changed anything in my domain DNS
    • Proactive Alert for Existing Open Tickets per Contact / Account

      Hello Zoho Desk Team, Greetings, and hope you’re doing well. We would like to submit a feature request aimed at improving agent awareness and efficiency when handling tickets in Zoho Desk. Use case When an agent opens a ticket (new or existing), it is
    • Ticket resolution field - can you add links, video, and images?

      Seems like the ticket resolution fields is just a text field. Any plans to add the ability to add links, images...the same functionality in the problem description box? I would like to send the customer a link to a KB article, a link to our Wiki, embed
    • Ticket Resolution - Add rich formatting, screenshots and attachments

      The resolution field only allows plain text at the moment. Many of our resolutions involve posting screenshots as evidence, it would be great for us to be able to have rich text formatting, be able to paste screenshots and add attachments in the solution
    • Kaizen #140 - Integrating Blog feed scraping service into Zoho CRM Dashboard

      Howdy Tech Wizards! Welcome to a fresh week of kaizen. This week, we will look at how to create a dashboard widget that displays the most recent blog post of your preferred products/services, updated daily at a specific time. We will leverage the potential
    • Convert Lead Automation Trigger

      Currently, there is only a convert lead action available in workflow rules and blueprints. Also, there is a Convert Lead button available but it doesn't trigger any automations. Once the lead is converted to a Contact/Account the dataset that can be fetched
    • I'm getting this error when I try to link an email to a deal inside the Zohomail Zoho CRM extension.

      When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.
    • Zoho Sheet - Desktop App or Offline

      Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
    • ZOHO add-in issue

      I cannot connect ZOHO from my Outlook. I am getting this error.
    • Marketing Automation

      L.S. Marketing Automation is and has always been part of the Zoho One bundle - according to the information provided on the Zoho Website. Why when I open Marketing Automation do I get the following message?: "Your trial has expired. We hope you enjoyed
    • What's New in Zoho Analytics - January 2026

      Hello Users! We are starting the year with a strong lineup of updates, marking the beginning of many improvements planned to enhance your analytics experience. Explore the latest improvements built to boost performance, simplify analysis, and help you
    • Translation from Chinese (Simplified) to Chinese (Traditional) is not working. It randomly translated. Google Translate accurately but zoho translate is not working at all

      Hi friends, The newly added language for translation. https://www.zoho.com/deluge/help/ai-tasks/translate.html "zh" - Chinese "zh-CN" - Chinese (Simplified) "zh-TW" - Chinese (Traditional) my original text: 郑这钻 (and it is zh-CN) translated traditional
    • The Social Playbook - January edition: Getting started with content creation

      Social media isn’t just about posting some random content. It’s about why certain content works, how brands stand out, and what makes people pause mid-scroll. The Social Playbook is a monthly community series where we break all of that down. Through real
    • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
    • Adding bank details to the contact through API

      How to add bank-related information to the contact while creating it using API? The account number needs to be encrypted before sending it through API but not sure how to encrypt and get those values. Please guide me in this.
    • Font breakage in Zoho Mail Desktop Lite application for Mac

      Dear Zoho Mail and Workplace Community, With the latest update of macOS Sequoia and macOS Tahoe, there has been font breakages in the email preview of Zoho Mail Desktop Lite application for Mac. This breakage is due to the corruption of the System fonts
    • Feature request - image resizing on sales orders

      I need to be able to show the items on the sales orders, currently the item image shows really small and no way to resize it, need the ability to make the image larger to showcase the product on the pdfs
    • Nueva edición de "Ask The Expert" en Español Zoho Community

      ¡Hola Comunidad! ¿Te gustaría obtener respuestas en directo sobre Zoho CRM, Zoho Desk u otra solución dentro de nuestro paquete de CX (Experiencia del Cliente? Uno de nuestros expertos estará disponible para responder a todas tus preguntas durante nuestra
    • Automation Series: Auto-Notify External Users on Issue Closure

      Hello Folks! In Zoho Projects, you can notify external issue reporters via email when an issue is marked as Closed. This helps the users avoid manual follow-ups and keeps the reporter updated. In this post, we’ll walk through a simple setup using a Web
    • Turn chat conversations into real action with Integration Blocks in Guided Conversations

      When a Guided Conversation fails, it's usually not because the logic is wrong. They fail because the conversation stops moving. A customer starts a chat with a clear goal: report an issue, check a status, or confirm something. At first, the flow does
    • Basic Mass Update deluge schedule not working

      I'm trying to create a schedule that will 'reset' a single field to 0 every morning - so that another schedule can repopulate with the day's calculation. I thought this would be fairly simple but I can't work out why this is failing : 1) I'm based in
    • click to call feature

      I've Zoho CRM and in that i want click to call feature.
    • Can the Product Image on the Quote Template be enlarged

      Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks
    • Creating Parent Child relationship in Accounts

      We have customers with multiple locations, I setup the HQ as an account, then I setup the different sites marking the HQ as the parent to that location. If I then do a Deal for one of the locations, is there a way to show by looking at the parent account
    • Learner transcript Challenges.

      Currently i am working on a Learner Transcript app for my employer using Zoho Creator. The app is expected to accept assessment inputs from tutors, go through an approval process and upon call up, displays all assessments associated with a learner in
    • Client and Vendor Portal

      Some clients like keeping tabs on the developments and hence would like to be notified of the progress. Continuous updates can be tedious and time-consuming. Zoho Sprints has now introduced a Client and Vendor Portal where you can add client users and
    • need a packing list feature

      In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.
    • #7 Tip of the week: Delegating approvals in Zoho People

      With Zoho People, absences need not keep employees waiting with their approval requests. When you are not available at work, you can delegate approvals that come your way to your fellow workmate and let them take care of your approvals temporarily. Learn more!
    • Admin Tip: Manage sub-domain emails using sub-domain stripping

      As an admin, you may need separate domains for different departments such as sales, support, and marketing. While this approach offers flexibility, creating and managing multiple domains can quickly become overwhelming, especially since each domain requires
    • Quick Copy Column Name

      Please add the ability to quickly copy the name of a column in a Table or Query View. When you right-click the column there should be an option to copy the name, or if you left-click the column and use the Ctrl+C keyboard shortcut it should copy the
    • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

      Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the
    • How do I remove a data source from Zoho Analytics?

      I am unable to find a delte option on a datasource that i put in the system as an error. On teh web it refers to a setup icon but I do not see that on my interface?
    • Add Employee Availability Functionality to Zoho People Shift Module

      Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to submit a feature request to enhance the Zoho People Shift module by adding employee availability management, similar to the functionality available in Zoho Shifts.
    • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

      Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass
    • Next Page