Collapsible Sections & Section Navigation Needed
The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.
Zoho CRM very slow today (04/08/2025)
Dear Help Team, our Zoho CRM runs extremely slow today. Can you please look into this. It is close to be unusable and we really need it to run. Thank you in advance! Sören
Zoho CRM's revamped timeline view now extends to 3 years and support notes, filters, and email statuses
Editions: All DCs: All Release plan: These enhancements are being rolled out to customers in a phased manner. They will be available to most organizations by the end of May. For organizations with huge volumes of data, they will be available by the end
Zoho standard and Zoiper
Can I use the Standard Version and Zoiper ?
Create New Tasks Layout in CRM
I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!
Access Multiple CRM Accounts With Single Sign-on
Hello everyone, We are happy to announce that Zoho CRM now provides multi-organization support. What is multi-org support? In order to ease login and access to multiple Zoho CRM accounts, we came up with multi-org that allows users to use same email address
Editing data in Related List tables
Hi, we have a related list table showing many quotes on our Client record. At present, we have to edit each quote record by entering each record and then going back to the Client record. Is there a way to edit the various fields shown in the related list
Best practices for logging - Custom Scripts/Functions [How do you do it / Survey]
Hi @all , I would be very interested to know how you log your functions and client scripts. Until now, I have always sent error messages and relevant logs to a central e-mail address, but this quickly becomes confusing and can clutter up my mailbox. How
Can I transfer Quote Grand Total to Deal Amount field?
I would like the Deal to be updated with the Grand Total or Pre Tax Total field from the Quote. A deal may be an indicative price, but the Quote will be the exact price. It would be great to have the deal reflect the exact amount without the sales person
Integrate Google Chat with Zoho CRM for seamless collaboration
Hello everyone, Sales is a team sport and sales reps have to be in constant communication with people inside and outside their organization. While email remains the most effective channel for important conversations, sales reps often collaborate via chat.
Fill Mail Merge document up with subform fields of an Inventory module record being in the Related List
Hi, I try to insert subform fields from an inventory module record being on the Related List of another inventory module record into a Mail Merge template without success. For example: we use ratecards in licensing and this ratecard items are available
30+ criteria in a query/filter
I need to do a query/filter of leads that are in any of 30+ cities - how do I do that without adding so many separate lines for each city on the list and exceeding the maximum number of criteria?
Downloading Phonebridge Call Recording
Hi there, I am trying to build a deluge function to transcribe the voice call recording. Well using CRM API accessing the Call record entry, the response contains a field and value for the URL of the recording "Voice_Recording__s":"https://phonebridge.zoho.com/phonebridge/recording/067fa1757?????5093ba6?serviceID=648185902"
ZOHO CRM and Make.com integration, Search records API Call
Hello, I am trying to use the search records api call through make.com however I keep getting the "Invalid Query" error even though I am sure I have formatted the query correctly. I have uploaded a screenshot of the query, could anyone please let me know
Deluge needed to see Invited Meetings related list has changed
Hi, I need to trigger a workflow depending on if/when a Deal's Contact has declined a meeting invite. Theres an Invited Meetings related list in the Contacts module which shows which meetings they have declined/no response/agreed/maybe. So, I need some
Create custom button that sends an email
Hello, I have a scenario that I cannot figure out if I can make happen and would like some help. Scenario: We sell via distribution and direct. When a distribution opportunity comes in we send an email to the distributor with details on the opportunity
Workflow Pass/Failure Report - Showing all passed and failed workflows (all workflows view)
Hi Team I'm unsure if this already exists but an idea for a view in the usage report to view all ran workflows pass or fail, this would be great to be able to manage all workflows for failures without looking at individual rules especially with numerous
Excluding specific email address when sharing email across organization
Hi There. Please could you let us know if there is a way of sharing email across organization but excluding one specific email address (e.g. your private gmail). Our approach: We thought about excluding gmail domain in general, but this useless as all
Printing Mailing labels
Is there any way to adjust the size of the printing labels? or product would I use to print labels from Zoho? Thanks, Josef Krieger Moderation Update (14th April 2025): We have another post discussing the same topic with votes and feedback from users.
Calendly Integration
Good morning support team, My company is using Zoho as our CRM system however we are introducing a new software called Calendly to be more organized and get better tracking of our events. Is it possible to integrate Calendly appointments or events onto lets say my or my CEO's Zoho calendar? We've heard from other companies using Zoho and Calendly that there is a way to merge the two so we can see the events on Calendly and then view them on a monthly calendar in Zoho to coincide with our lead generation
Team work space
Hello There I am looking at how i can use work space to create a seamless transition between Deals and Onboarding workspace When the deal reach submitted to onboarding the worksspace will be update with the new deal and the onboarding team, legel team
Sales forecasting now detects anomalies in user performance
Dear Customers, As you're probably aware, we've been continuously adding improvements to the forecasting feature in Zoho CRM, and we're excited to announce the latest one as part of #CRM25Q1: Anomaly detection in forecasting. Forecast reports are a direct
Using Zoho CRM APIs to transfer data stored on Zoho into MySQL servers on AWS.
Hi all, at work we have 2 primary places we store data - Zoho CRM, and MySQL servers hosted on Amazon RDS. I'm wondering if anyone here has had experience moving data from Zoho into MySQL via using the zoho APIs! The reason we're doing this is so we actually centralize our data all in one space, so we can call upon it easily via things like Power BI if we have to. Thanks!
Bulk Write APIs: Step 3 returns "FILE_NOT_SUPPORTED" 400 Bad Request
Hello. I am trying to upload data to Zoho using the Bulk Write APIs. So far, I've successfully uploaded zipped .csv file and received the file ID. When I try to implement Step 3: Create a bulk write job, I get 400 response: { "status": "error", "code": "FILE_NOT_SUPPORTED", "message": "File not supported for bulk write", "details": {} } What I do wrong? Here is the request I send: { "operation" : "insert", "callback" : { "url" : <my callback URL>, "method" : "post" }, "resource"
Kaizen 185 - Subqueries in COQL API
Hello everyone!! Welcome to another Kaizen week, where we discuss developer centric topics every Friday. This week, we have picked an interesting topic to discuss - Subqueries in COQL API. Zoho CRM's CRM Object Query Language (COQL) is a powerful way
FILE_NOT_SUPPORTED Error making Bulk Write request
Hello, I am trying to perform a Bulk Write request to the Leads module of Zoho CRM. I am able to successfully upload a zipped CSV file but I get the following error when I initiate the bulk write job: 400 - {"status":"error","code":"FILE_NOT_SUPPORTED","message":"File
How to easy change layout in existing records in Deals?
Hello, So far i have used only 1 layout in Deals. I have about 1000 records. Now i want to make new layout. So i have 2 layouts: Layout Old (1000 records) Layout New (0 records) How to easy change layout from Layout Old into Layout New for existing records?
Smart Prompt is now powered by Zia
Hello everyone, We're excited to announce the launch of natively hosted Large Language Model (LLM) to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based
Log a call: Call Duration for Inbound is mandatory but inbound is optional
Hi Team Can you advise on why the call duration for the inbound call type is a mandatory field? We have a use case where we are manually logging a call but do not use the call duration field. The field does not have the option to make it non mandatory
can I link a contacts to multiple accounts
can I link a contacts to multiple accounts
Can I integrate Whatsapp Flow in Zoho CRM?
I expect I can send Whatsapp flow template through CRM, so for example if the deal stage has been changed to 'Won' then I will send whatsapp flow template to get feedback from customer I mean, sending this one https://www.youtube.com/watch?v=0s_0Y84
Can't access to a Custom Module in Client Script
I just created a new Module few hours ago. Now I'm trying to fetch data from this module in a client script but I cant't. When I write ZDK.Apps.CRM. it doesn't recognize the new module. It recognize all other modules (from Zoho and custom) but not the
API - Pulling next 10 records from Emails endpoint
We are attempting to pull Emails from Accounts using the API (/Accounts/ID/Emails). The call works fine, but we are trying to implement the paging. Documentation seems to suggest using the index parameter with the next_index value returned, but we have
Client script syntax question
Hi, I don´t know why this sytax is incorrect. /** * log("sample logging statement") --> can be used to print any data in the browser console. * ZDK module can be used for customising the UI and other functionalities. * return false to prevent <SAVE> action
Creating leads via API
Hi We are working with a local vendor that is generating leads for us. They have integrated with ZOHO in the past, they told me: We need $refreshToken = "1000.cd05354...…..."; $clientID = "1000.4ECE...…..."; $clientSecret = "1ddf5fcd17......"; So I gather
invokeUrl - send body with GET request
Hello, I am trying to utilize the invokeUrl Deluge function to send a GET request with JSON request details in the body to my Node.js (Express) API. Request information is sent in the body because the request data can exceed URL parameter length and because
jsonarray.
Zoho CRM says "Invalid input for Product_Details. The expected input type is jsonarray."
Opportunity Reappears in Pipeline After Exiting Blueprint – Need to Prevent This
An opportunity reappears in the Pipeline after exiting the Blueprint, and the user is able to move it — I don't want this to happen. Can someone help me?"
Zoho CRM Canvas is slow in loading
Hi, the new Canvas feature in Zoho CRM is very interesting but the layout becomes very slow to load. I mean using the standard layout for Contacts detail view takes about 2,200 ms to completely load the page on my Chromebook (and my connection speed is
Linking fields from different modules
is it possible to have fields from 2 different modules linked together? For example, within our opportunity module we have an account field. Can we create a new module that is linked to the opportunity module with the account field? So when the account field is updated in the opportunity module, it also gets updated in the new module?
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