From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with
Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
Team Module Issues?
We are testing Team Licenses for use by our Customer Service staff. I created a Teamspace called CSR and only assigned two users to this space: Administrator (me) and “Team License Test.” Team License Test is assigned to the Team User profile, with a
Data from related modules in the criteria builder
CRM workflow conditions work great in majority cases, e. g. I want to send an email upon a particular data event. Now, there are cases where I want the workflow, email, email template to sit on a module A (let's say Companies) but the condition depends
Stop by and explore our six updates in ABM for Zoho CRM
Dear Customers, We hope you're well! ABM for Zoho CRM is built to sharpen your database so that you engage with the right set of customer accounts. To fine-tune it further, we have six new updates: New access location for ABM Refined account entry criteria
How to link three modules
Hello all, I have a very small but annoying obstacle, that I would really appreciate some ideas. Lets say we have the following Modules Accounts Contacts Assets Assets are connected to Accounts via Lookup - meaning that one Account can have many Assets
How can we disable "My Requests"?
We are not using this functionality in our system at all and our users get confused.
CRM
Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some serious
Criteria-based follow-ups , and additional email response signals in Cadences
Hello all, We've got a couple of updates for Cadences. Until now, the next follow-up in a Cadence was triggered based on the response to the previous follow-up. With this update, when the previous step is a call or a task, you can now also trigger the
All new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
The 3.1 biggest problems with Kiosk right now
I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.
Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM
Release update: 1. 2 March 2026: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. 2. 26 March 2026: CA, SA, AU, JP, CN DCs - Free, Standard, Professional, Enterprise, Ultimate, CRM
Bug with copying workflows
This is getting very tiresome. When I clone a workflow to use it as the base for another workflow - It doesn't disassociate. By this i mean that if i make an update to one workflow, it updates in the other workflow. I have assumed that when i clone a
Mirror Component in Zoho CRM: Access real-time related data without leaving your record
Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having
Boost your CRM communication with new font types, sizes, and default reply-to options while composing emails
Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add custom
CRM's import feature has been revamped
Hello folks, We've refreshed the import feature. You can now manage large, complex imports, particularly those with related data, more easily, with fewer steps and fewer errors. This has been released for all users in all DCs. Here are the details: We've
Formula Error
I am attempting to create a field that auto-generates the parking ratio for buildings. Whereas, the formula would be: A/(B/1,000) Where a = the # of parking spaces; b= the building RSF The formula, I believe, should be: ${Properties.Parking Spaces}/(${Properties.Bldg.
Zoho CRM removing Lines Breaks/Returns
When sending an email to a contact from Zoho CRM, we send in HTML to the client and use the standard ariel font and 12 size font. For some reason the customer received the email with all the line breaks remove and returns. See Below: But it was sent cleanly
Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
Mass Update of Product Unit Prices in Price Books
I would love to know how I can maintain my Price Books in Zoho CRM. Is there a way to mass upload and mass update products? Is it possible to have a separate Zoho Sheet for each Price Book? or a unique and filtering the specific one?
Open-source Chrome extension for the Zoho CRM Deluge editor
Hi everyone, I made a small Chrome extension for people who write Deluge functions inside Zoho CRM. It’s called Zoho CRM DevTools, and it adds a few editor improvements: - cleaner editor themes - better Deluge syntax highlighting - indent guides - a simple
Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters
Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced
Tasks Statuses
Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closes
See a list of all records enrolled in a cadence?
I am looking for a way to see a list of all leads or contact currently enrolled in a cadence. I do not see any way to do this through the cadence UI.
Quotes Module - import data
Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it? Moderation update: This feature is now supported as part of the broader revamp of import functionality
Record sharing for Activities modules in CRM
Hello everyone, We've got a few quick enhancements to what we covered in this previous announcement: record sharing is now available for Activities modules. 1. Sharing Tasks, Meetings, and Calls Until now, activity records could only be shared indirectly
Email automation in CRM
Good afternoon, Zoho Community: I hope you are all doing well. I am contacting you to request your support with an automation I would like to implement in Zoho CRM. In the Accounts module, we have a subform called "Current Contracts" to manage active
Zoho CRM Community Digest - May 2026 | Part 2
Hello Everyone! The second half of May marked a new beginning. The old Zoho CRM UI finally has a retirement date, Zoho Projects is now accessible right inside Teamspaces, and the community came up with some noteworthy workarounds that you won't want to
View Blueprint Transition Permission
We've tried implementing blueprints and while it's been great at enforcing the business process, our users are having some severe practical issues with how it's been implemented. We have quite a few different teams that need to work together, and there
Best Way to Integrate a Shared Sales Inbox with Zoho CRM
I’m setting up a shared email inbox (e.g., sales@mycompany.com) for our sales team and want to integrate it with Zoho CRM Leads and Deals so that multiple team members can collaborate efficiently. Since Zoho CRM doesn’t support IMAP for shared inboxes,
Allow native Webhooks to authenticate via Connections
Allow native Webhooks to authenticate via Connections (Basic Auth) instead of plaintext custom headers Summary Please allow native Webhooks (Workflow Rules > Instant Actions > Webhooks) to authenticate against the destination endpoint using the existing
Q3 USA ZUG Meetups - Build AI Agents with Zoho
Hi everyone! What if you could build your own AI agent from scratch in just one session? That's exactly what we're going to do at the upcoming ZUG Meetups across the United States, where you'll get hands-on experience with Zia Agents and explore how AI
Gamescope is leveling upto Motivator for Zoho CRM
Hello, As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
Kiosk Studio + Zia Agents: Use probabilistic AI inside deterministic workflows | Kiosk Studio Session #9
As Zoho CRM administrators, this community builds systems to govern user behavior and protect database integrity. We rely on deterministic tools to enforce these rules: We use blueprints to control the macro-state of a record, ensuring a deal cannot move
Zoho CRM - Kiosk Studio : Bring Zia Agents into your Kiosk flows
Hello Everyone, AI Agents are gaining momentum and they don’t just assist people, they act on their behalf, helping teams save time and to focus on more important work. However, deploying agents in an enterprise environment introduces a fundamental architectural
Is there a way to update the forecast category independently from the deal's stage through an API?
Hello, We're experimenting with the Forecast module and we've created custom categories to signal the top 10/50/100 deals currently in the pipeline. We would like to assign these categories automatically using custom functions but I found that the only
Canvases Auto-Skewing/Adding Scroll Bars When They Were Not There Prior
Is anyone else noticing rendering issues in their canvases today? It seems to be mainly icons which now have scroll bars added which makes them all look off, though some fields seemed to revert to squished length as well. Were the icons replaced with
Client Script | Update - Client Script Support For Custom Buttons
Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
Add multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
How do I increase the email attachment size in Zoho CRM ?
It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly
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