Card #869 · Zoho Marketplace
Lack of customization and flexibility in Zoho CRM display and filtering
Merchants are struggling with rigid display settings in Zoho CRM, specifically regarding global search results and quote tax summaries. Additionally, changes to lookup field filtering in custom views have introduced friction, forcing users to rely on clunky workarounds.
Pain score
0.59/ 1.00 · weighted product of four components
Reach0.73distinct authors (log-normalized)
Recency0.75freshness decay, half-life months
Engagement0.32upvotes + comments, normalized
Monetization0.50willingness-to-pay cues in evidence
§ Evidence — 3 verified quotes
Zoho CRM's global search display is not customizable out of the box.
the default quote template is pretty clunky for this type of quote mix.
trying to filter a lookup field in a custom view on Zoho CRM has changed.
Comments are a Pro feature — join the conversation, share what you've shipped, hear what others are building.
Upgrade to Pro