Zoho CRM Digest

Zoho CRM Digest




Hello Everyone!

Here’s the second part of January’s Zoho CRM Community Digest, rounding up the remaining highlights from the month. From newly rolled out updates to thoughtful implementation questions and practical solutions, the community once again delivered valuable insights. Let’s take a look at what stood out in this edition.

Product Update:

Spam Detection for Webforms!

Zoho CRM now screens webform submissions for spam before they enter your system. Each entry is scored based on factors like suspicious emails, invalid phone numbers, bot and crawler activity, IP signals and honeypot field detection. Each submission receives a Spam Possibility Score, and high-risk records are held for review in the Awaiting page, complete with detailed source insights and scoring reasons. Admins can block specific IP addresses and rely on a system maintained blacklist to prevent repeat spam. Dive into the post to see how this added layer of protection keeps your CRM clean and efficient.

Workqueue: Manage your CRM work in one place

Zoho CRM now includes Workqueue, a centralized workspace that brings tasks, approvals, and important records into one customizable view. Create custom queues using filters or existing views, track activities, and manage approvals without switching modules. Managers gain real-time visibility into team workloads to enable better planning and faster decisions. Take a quick look at the full post to learn more and see how to set up Workqueue for your team.

Uplifted Homepage Experience:

Design your homepage with flexible drag-and-drop layouts to create a fully customized view that fits your team’s processes with ease. New Quick Links let you place important resources right on the homepage for one-click access, while rich text helps highlight key announcements. You can also bring reports directly onto the homepage so key metrics stay visible and actionable from the moment users log in. Check out the full post to learn more and get started.



Quick Wins:

Trying to Survey Contacts Linked to Accounts Filtered by Billing Period?

When @lrocaboy raised this, @Ishwarya SG shared that an update about an enhancement to filter Contacts by Account field values is in the works. Since it’s not live yet, @Max Tyack stepped in with a practical workaround using criteria-based mass email and the Zoho Survey integration. If you’ve ever needed to bridge data between Contacts and Accounts for campaigns or surveys, check out this post to see how it's done.

 

Dynamically Filter Deal Sectors from Account Selections

@Matt Beck kicked off a discussion on dynamically filtering Deal sector options to match the sectors selected in an Account, including identifying a primary sector. After exploring multiple configuration approaches, @Andres suggested using Client Script, and @Sunderjan Siddharth highlighted the use of 'setCriteria' as a workable solution with certain limitations on the details view. Catch the full exchange and technical nuances in the post to see how this can be implemented.

The Case of the Missing Deal Team

@Rodrigue Saab asked how to add multiple team members to a single Deal, after being unable to find the “Deal Team” feature in their CRM. @Stefanie Vanjo-Carnell pointed them toward Deal Management, and @Hugh Marshall shared the exact steps to enable and configure it in Settings. If you have been unsure where this option is located, the full walkthrough is in the post.

Dev's Corner:

Default Values for Meetings:

@Ashley Bell proposed a simple yet impactful enhancement, enabling users to set default reminders and apply merge tags to meeting titles without manually editing each time. While native support isn’t available yet, @Sunderjan Siddharth shared a Deluge-based workaround to auto-update reminders and titles after meeting creation. Check the full post for the code and additional details.

Fetching Lookup Data with Client Script

While entering form details, @Sam wanted to avoid manual typing by auto-fetching the Service Number from a selected lookup and defaulting the current date on form load. @Ishwarya SG recommended using Field of Lookup and the Now() formula, while @Rodger Brehaut shared a Client Script solution with guidance on proper event setup and variable handling. Take a look at the full post for the debugging steps and the script to achieve this requirement.


Kaizen:

Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

In this Kaizen, you’ll learn how to transform query-based related lists into actionable workspaces using module-type queries and serializers. Rather than displaying all related records, discover how to filter precisely, preserve native lookups, and add contextual links for a smarter navigation. As @Quint highlights, these thoughtful enhancements can turn passive lists into intuitive, purpose-built tools without heavy customization. Explore this post to learn more.

Kaizen #226: Using ZRC in Client Script 

In this Kaizen, you’ll explore how ZRC (Zoho Request Client) simplifies API calls inside Client Script using a single unified syntax. Through a practical use case, learn how to build a custom button that captures a salesperson’s call notes via a pop-up, creates a Note, and updates the Lead status, all in a single click. You’ll understand how to use zrc.post() and zrc.put() to insert and update records seamlessly, reduce manual tracking gaps, and design smarter, action-driven CRM experiences. Curious to learn? Check out the full post!

And with that, we wrap up this January's Zoho CRM Community Digest. Caught something cool we missed, or have a favorite from this edition?

Drop it in the comments! We’d love to hear from you.

If you haven’t already, don’t forget to check out Part 1 of the January Digest to explore the earlier updates and discussions from the month and complete the roundup.

We’ll be back with more updates and community gems. Until then, stay tuned!


    • Sticky Posts

    • 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

    • Zoho CRM Community Digest - May 2026 | Part 1

      Hello Everyone! This edition introduces the new centralized Zoho Announcements Hub, a single dashboard designed to let you track and filter live product roll-outs from across the Zoho ecosystem. Alongside the Announcements Hub, this month also features

    • Zoho CRM Community Digest - April 2026 | Part 2

      Hello Everyone! We're back with Part 2 of the April Zoho CRM Community Digest to wrap up our monthly roundup. This week, the spotlight is on smart database connections, proactive error tracking, and optimizing subform line items without breaking your

    • Zoho CRM Community Digest - April 2026 | Part 1

      Hello Everyone! April brought a lot to unpack! From a long-awaited field renaming update to MCP (Model Context Protocol) support that lets AI tools talk directly to your CRM, the first half of the month was packed with updates. The community had some

    • Zoho CRM Community Digest - March 2026 | Part 1

      Hello Everyone! March kicked off with a strong mix of AI-driven enhancements, smarter data handling, and practical workflow improvements across Zoho CRM. From leveraging Zia for automated communication to optimizing cross-platform data retrieval, this

    • Recent Topics

    • إلغاء الإشتراك

      أريد إلغاء الإشتراك نهائياً.

    • Opening two notes at once in the Mac app

      Just like the title says - I want two notes open the same time on my Mac Air. AI search seems to think I have the option to open one window, then click on a second one. But of course if one window is open I can't see the others. It also recommended using

    • Department Customization Copy/Paste

      Hello! I love the new customization of the layouts, rules and templates! However, we have several "departments" that operate similar and as I'm updating either ticket layout or workflow rules, I'm finding that I have to do it in each department. I would

    • How do you import mail from Thunderbird into ZOHO mail

      Hi, We have Thunderbird on our Apple Macs and want to transfer the emails from this to our shiny new Zoho mail account. I know using Outlook on a PC you can zip the .eml files up and upload them into specific folders on your ZOHO mail account using this form: mail.zoho.com/mail/jsp/importFolder.jsp However as Thunderbird use mbox files I'm not sure how to do it. Can anyone let me know if they have migrated mail from Thunderbird to Zoho mail and how they did it. I have many folders and emails to transfer

    • How to Open .mbox file in Gmail with Attachments?

      Gmail offer users to backup INBOX folder in .mbox file format via Google Takeout Feature. Howver there is no such option to Restore Gmail MBOX. Thus I would like to suggest you to choose an alternate approach i.e. MBOX to Gmail Wizard. This utility will open .mbox file in Gmail with attachments.  Steps to open MBOX file in Gmail are; Run MBOX to Gmail Wizard Click Add File and add .mbox file. Enter your Gmail login credentials. Click Convert button. Finished! This is how you can open MBOX file in

    • Poor Zoho Support

      Been trying to reach support via telephone and email. The support has always been slow to respond but now its been two weeks without a return call. I have even sent them screen shots of the problem I've having with no results. Is anyone had the same problem.

    • Desk Contact Name > split to First and Last name

      I am new to Zoho and while setting up the Desk and Help Center, I saw that new tickets created or submitted from the Help Center used the Contact Name field. This would create a new Contact but put the person's name in the Last Name field only. The First

    • SalesIQ operators will not receive any messages if customers do not answer the Pre-Chat questions in Flow Controls.

      Hi Zoho SalesIQ Team, I am reaching out to report a issue regarding the Brands > Flow Controls SalesIQ operators will not receive any messages if customers do not answer the Pre-Chat questions in Flow Controls and continue sending messages without completing

    • Add Comprehensive Accessibility Features to Zoho Writer

      Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

    • Copying a Document with its Citations

      When I copy a document that contains citations using File>Make a Copy from the document's menu the text copies but the citations do not (according to Google they should). Is this the correct way to make a complete copy of a document with its citations

    • Bing ads integration and tracking

      Hi, Is there any way to track Bing ads in the same way that we are able to track google adwords?  It is important for us to be able to determine the conversion rate of our Bing ads.  If this is not possible now, will this feature be added in the future?

    • #20 Your Business Shouldn't Stop Just Because You Do

      Imagine you are on a well-deserved vacation. Your clients are expecting invoices at the beginning of the month, recurring customers are due for billing, and payments are still coming in. Do you carry your laptop everywhere, hoping you don't miss a billing

    • Marketing Tip #26: Optimize product images for SEO

      Product images can do more than make your store look good. They can also help customers discover your products through search. Since search engines can’t "see" images, they rely on text signals to understand what an image is about. Two small actions make

    • Automation Series: Mandatory Time Logging Before Task Closure

      In a project, when users work on multiple tasks simultaneously, they track time in different ways, either by starting a timer or by adding a time log. Sometimes users may forget to add time, which can lead to discrepancies in the timesheet. When timesheets

    • Is there a way to show contact emails in the Account?

      I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

    • Introducing document visibility in Zoho Sign

      Hello! Complex document workflows often involve multiple stakeholders with different roles. Sending a separate envelope to every person is time consuming and can lead to administrative bottlenecks. With Zoho Sign's document visibility feature, you can

    • Sent email stuck on processing

      My sent emails are stuck on processing, whats going on?

    • [Webinar] What's new in Zoho Analytics: Q2 2026

      Hey data lovers! Our What's New webinar series is bringing you another lineup of exciting features and product enhancements from the past quarter, all designed to help you get more out of your analytics. Get an inside look at new data connectors, Zoho

    • Alterar número de telefone para receber o código OTP

      Boa tarde! Como posso alterar o número de telefone da minha conta para aceder ao meu email corporativo? Estou tentando logar, mas não consigo, pois está sendo enviado o código OTP para o número antigo, preciso aceder urgente meu email, porque e de trabalho.

    • Request to Increase URL Field Character Limit

      Hi Arthi, Hope you are doing well. I'm trying to save a URL in the Work Order (WO) module using the URL field, but I receive the following error message: "Please enter a valid Repair File. Maximum 450 characters are allowed." The issue is that the URL

    • How to change column headings in pivot table?

      Hi, Is there a way to rename the column headers of a pivot table? Now some the columns are named with value labels: 'SUM of .....'. We would like to rename those headers. As of now we couldn't find any direct solution to adjust the headers, besides copying and reformat. We want to avoid these extra steps. Best, Tiemen

    • Undelivered Mail

      I suspect that there are recipient's servers that blocks my emails. I receive the following email from mailer-daemon@mail.zoho.eu : A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. pantelis.sarantos@unipakhellas.gr,

    • Email not loading on PC

      Hello, my email opens on but it doesn’t load on PC. I don’t have other issues with the email, all the configurations are ok and I face with following issue in the photo. It says “ mail.zoho.com refused to connect” I will be very thankful if anyone can

    • Why are bounce/error emails being sent to info@ instead of contact@?

      I have my Zoho Mail and WordPress site configured so that normal website emails should go to contact@hybridbatteryservice.com. However, I keep receiving technical bounce/error emails and delivery failure notifications at info@hybridbatteryservice.com

    • Do Not Disturb status not respected when Cliq bar is enabled across Zoho apps

      Hi Zoho Cliq team, I want to report what appears to be a bug with how the Do Not Disturb status interacts with the embedded Cliq bar in other Zoho apps. **Issue:** When my Cliq status is set to Do Not Disturb, I continue to receive notification tones

    • Zoho Webinar Summer Broadcast 2026

      What if your webinar platform could connect directly with your business tools, automate routine tasks, trigger actions across your workflows, and support every stage of your webinar lifecycle? That’s the question we’ve been answering so far this year.

    • Invalid request when trying to access Mail

      When I click on the red button to access Zoho Mail at https://mail.zoho.com/zm/, I get a big yellow warning triangle with "invlid request, The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try ag

    • Whats the average response time for ticket submitted?

      I submitted a request to unblock my mail accounts. They seem to be blocked for outgoing mail, and I have been waiting for days to have this fixed with no reply. I have submitted 2 tickets and an email. My work has to completely stop. I pay for the service

    • 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

    • Is there any way to have Dataprep ingest RSS?

      As stated by the title. Does the Zoho environment offer tools that I can use to, directly or using workarounds, have Dataprep ingest an RSS feed? Thanks

    • Introducing Color Coding of Picklist Values

      Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.

    • Important updates to your Widget JS APIs

      Hello everyone, Greetings from Zoho Creator! This is an urgent notice for developers and Partners who use widgets in their Zoho Creator applications. We previously announced an update to the CDN URLs used for loading the Widget JS API, with a deadline

    • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

      I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached

    • Mailbox delegation “Send As” error

      I believe there may be an issue with mailbox delegation. When I create a delegation from the Admin Console, it works correctly if I select Read permissions. However, if I select Send As permission for the delegated user, I immediately receive the following

    • Restrict Zoho Cliq Webinars and Announcements to Admins Only

      Hi Zoho Team, We hope you're doing well. We would like to raise a feature request regarding in-app announcements in Zoho Cliq, such as the recent webinar popup about the Cliq Developer Platform: While these announcements are useful, they are not always

    • how do i get mail.mydomain.com to point to zoho mail web-mail?

      I have started using zohomail, and am loving it. With my previous provider, I used to go to mail.mydomain.com, and it would take me to my webmail. I am not able to find the mapping for zoho's webmail to map to it. It is difficult to go to webmail with

    • Number of decimal places

      Hi Latha, I have added the following three fields to the Company module. Currently, these fields only allow a maximum of 2 decimal places. However, for some of our requirements, we need to enter values with up to 10 decimal places. Could you please help

    • zoho imap connection stopped working 05/28 12pm EST

      Hi, beginning Thursday, 5/28, ~12 pm est imap to siteground stopped working. When I tried to reconnect the account, connection was failing with the following message: Unable to connect SMTP server:gvam1107.siteground.biz, Port: 587. I did notice that

    • User Name in Zoho Cliq Not Updating Across Apps?

      We updated the name of a user in Zoho. (From Sue to Taylor) Her name has not been updated in Cliq on all apps. When in Zoho One, if I go to Cliq directly, it is correct, but if I am in another app, and the Cliq bar pops up on the bottom, it will be the

    • Service currently unavailable

      The Zoho Mail Webmail is working, the Mail Admin Console is not: "Our service is temporarily unavailable, please try after sometime." How long must I wait to retry? edit: To add to this, the Webmail is not working 100% - I can open mail in the inbox,

    • Next Page