Newly imposed limitations in the Calls Module?

Newly imposed limitations in the Calls Module?

I went to make some changes today in a flow that's been running fine for a while, and was unable to do so as a result of ZohoCRM permissions restricting access:



So I then head over to CRM and find the corresponding automation, only to be confronted with the following message:



It appears that there's a "migration" that's being imposed on customizations (functions, flows, etc) that essentially now inhibits the ability to perform any action programmatically that would modify the Call Information data stored in the Call Module.

For me personally, I can only say that this new update undermines my ability to apply phone number formatting and corrections that I make every effort to maintain across every area, module, contact, etc. This is for two main reasons...

The first is to overcome certain limitations and quirks that can vary from one VOIP provider to the next.  For example, one VOIP provider under certain circumstances likes to at 0001 as a prefix to all dialed calls.  Some add a + at the beginning of the number. Others don't.  Some like to add other prefixes to the extension for the destination number in ways that is usually unnecessary at the user-level, and is rarely standardized.  This might, for example, include the account number specific to me so that the voip provider can maintain my extensions distinctly from its other clients. But within my organization, these numbers are hidden and only the two or three digits are needed. 

By removing my ability to modify the Call Information Data, I'm disempowered from being able to manage my data as I see fit for my business.  What's the reason we as end users seemingly can't be trusted with the tools we need to perform administrative maintenance on the very data we work so hard to acquire.  So long as we take reasonable steps to ensure that the information is being used in a way that ensures common sense data security and is being used in an ethical manner, should we not be afforded the autonomy to manage such data as we should reasonably and rightfully expect?

My point ultimately is to say that every business has a set of unique needs and preferences in how certain data is handled and formatted.  This is usually with the idea in mind that to not do so will end up resulting in a trashed unusable contact database, an eyesore of several slightly, yet annoyingly varied formatting styles in your customer and vendor records in Books, etc., and ending up with the database equivalent a patchwork quilt, seemingly without much consistency from one record to the next.

So if this is indeed eminent, then I'd like to ask what's the benefit, as it would seem that this is not so much a migration, but rather a newly imposed limitation that only serves to cripple my ability to manage my data, and to fix something that wasn't broken in the first place.

If the intention here is to standardize certain data into a single fixed format, I should say that I'm not entirely opposed to such an initiative, but this has neither been stated as an overarching initiative to justify this change, nor have the specifications been provided (at least not that I've seen) to state what this specification is.  Furthermore, such an effort would really be of little use if only limited only the Call Information Data in the Calls Module in CRM, and would not likely be able to universally address the needs or preferences to suit everyone.

If the idea is one geared toward security and to prevent modification of this data in order to protect it from those who otherwise might have other more nefarious intentions, then these should be limitations that are imposed within an organization who owns the data and to properly arbitrar within the organization who should should have the assigned permissions and who should not.  This should be determined by each individual business, rather than applying a blanket one-size-fits-all policy applied by their SaaS provider.

Of course it may be possible that there's something here that I've misunderstood, and haven't fully grasped. If there's a workaround that isn't apparent, then please provide some guidance or further insight as to what that might be.  All in all, I'm otherwise really struggling to see the real benefit here, and am not thrilled with the reduced functionality that will result.

-Bryan

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts





                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner









                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • Performance is degrading

                                                                                                                We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial
                                                                                                              • How to set page defaults in zoho writer?

                                                                                                                hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document
                                                                                                              • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

                                                                                                                Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same
                                                                                                              • Unable to Send Different Email Templates for Different Documents in Zoho Sign

                                                                                                                Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer
                                                                                                              • Enable History Tracking for Picklist Values Not Available

                                                                                                                When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?
                                                                                                              • ZO25: The refreshed, more unified, and intelligent OS for business

                                                                                                                Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’ve
                                                                                                              • Vault crashes on Android Devices

                                                                                                                Vault is continuously closing after entering the master password on my Android device. After several attempts I get a system message that says there is a bug in the app. I've uninstalled and reinstalled the app, and cleared the app cache, but nothing
                                                                                                              • ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes?

                                                                                                                ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes? La razón por la cual contraseña estas no deben caducar es porque su actualización depende de mi cliente y no de mí.
                                                                                                              • Camera access

                                                                                                                My picture doesn't appear in a group discussion. (The audio is fine.) The guide says "Click the lock icon on address bar," but I can't find it. Advise, please
                                                                                                              • Are static links available

                                                                                                                I'm still using Zoho Meeting in trial mode. My previous webinar software provided a static link, and I made the mistaken assumption that I could send out my link and start a meeting later. Mass confusion, but my fault. With a paid version do you get a
                                                                                                              • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

                                                                                                                Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
                                                                                                              • Why is Zoho Meeting quality so poor?

                                                                                                                I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
                                                                                                              • How to print a label from zoho creator app?

                                                                                                                Hello, I would like to print a label from zoho creator app record similar to attached one. Size 74mm x 102mm. I tried record template. It leaves plenty of space around the content and also I couldn't set the height of the page. So it is not printing properly. Could someone please direct me to right direction for this requirement?
                                                                                                              • Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"

                                                                                                                We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. In
                                                                                                              • Where can we specify custom CSS in Zoho Forms custom theme ?

                                                                                                                I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering
                                                                                                              • Team Gamification

                                                                                                                Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,
                                                                                                              • Sync Data from MA to CRM

                                                                                                                Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a
                                                                                                              • Update CRM record action

                                                                                                                Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module
                                                                                                              • Pro Lite Upgrade - Quick Access Tray

                                                                                                                Hello, I was going to upgrade to Pro Lite but the Quick Access Tray feature isn't available for Windows. Of the four features not available for Windows, the QAT is what I'm most interested in. Are there plans to add this feature for Windows anytime soon?
                                                                                                              • 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
                                                                                                              • 3 year sick leave cycle

                                                                                                                How do you set up a sick leave cycle for South Africa? In SA the sick works like this for the first 6 months you get 0.83 paid sick days a month, then after 6 months you sick leave balance is reset to 30 days that can be used over a 36 month cycle.  This
                                                                                                              • WorkDrive and CRM not in sync

                                                                                                                1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here
                                                                                                              • Is Zoho Communityspaces now part of Zoho One?

                                                                                                                Is Zoho Communityspaces now part of Zoho One?
                                                                                                              • How to update "Lead Status" to more than 100 records

                                                                                                                Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan
                                                                                                              • Bigin’s 2025 Evolution: Highlights from 2025 and What’s Ahead in 2026

                                                                                                                Dear Biginners, Wishing you a very happy New Year! As we stand at the cusp of endless possibilities in 2026, we would like to take a moment to reflect on what we achieved together in 2025. Your continued support, thoughtful feedback, and kind words of
                                                                                                              • Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

                                                                                                                Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending
                                                                                                              • Zoho Desk - Change Time Zone for all users and set default for new user

                                                                                                                Hi,   Is there a way to set a default time zone so that when user creates an account via the Zoho Desk invitation, they don't need to select the time zone via the hundreds of choice?   And, for already created users, can we edit the incorrect time zone selected by the user at the account creation ?   Thanks ! Fred
                                                                                                              • Introducing WhatsApp integration in Bigin

                                                                                                                Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all
                                                                                                              • Allow Manual Popup Canvas Size Control

                                                                                                                Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selected
                                                                                                              • Why does Zoho’s diff viewer highlight parts of unchanged lines?

                                                                                                                Hi everyone, I’ve noticed something odd in the Zoho editor’s diff view. When I delete a single line, the diff doesn’t just mark that line as removed. Instead, it highlights parts of the next line as if they changed, even though they are identical. Example:
                                                                                                              • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                                Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                              • Passing the CRM

                                                                                                                Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
                                                                                                              • Automating Employee Birthday Notifications in Zoho Cliq

                                                                                                                Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
                                                                                                              • Drop Down Value

                                                                                                                Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.
                                                                                                              • Zoho Survey reminder settings are extremely confusing

                                                                                                                Hi, I just want to set 3 reminders, one week apart from the first email out. Your form is too confusing and I don't understand. Can you simplify and be more specific regarding the language used on the form ?
                                                                                                              • Add deluge function to shorten URLs

                                                                                                                Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalised
                                                                                                              • form data load issue when saving as duplicate record is made

                                                                                                                Hello. I have a form with a lookup when a value is selected the data from the corresponding record is filled into all of the fields in the form. But the form is loaded in such a state that if any value is changed it will take all of the values pre loaded
                                                                                                              • Recurring Tasks and Reminders in Projects

                                                                                                                Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the future
                                                                                                              • Unable to remove the “Automatically Assigned” territory from existing records

                                                                                                                Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically
                                                                                                              • Google Fonts Integration in Pagesense Popup Editor

                                                                                                                Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
                                                                                                              • Next Page