Zoho CRM Digest
Hello Everyone!
During the final weeks of December, Zoho CRM introduced updates that not only enhanced product capabilities but also offered deeper guidance through Kaizen posts. This section highlights what was released and shared in the last two weeks of the month.
Product Updates:
WorkDrive-Powered File Storage for Existing CRM Users
The WorkDrive-powered file storage experience for Zoho CRM is being rolled out in phases to existing users, following its earlier introduction to new signups. It delivers a modern interface, advanced file management, and more economical storage. The announcement outlines migration steps, notifications, timelines, and answers common questions about availability, access during migration, and existing WorkDrive setups. Explore this post to learn more.
Improved Portal Experience with Template View and PDF Export:
Zoho CRM now offers an enhanced portal experience with Template View support for inventory modules, improved configuration controls across List, Detail, and Create views, and PDF export access for portal users. This update helps clients view and interact with inventory records in a clearer, more familiar format. Visit this post to learn how to configure these options and explore default templates available for portal users.
Create Canvas List View Templates from Images Using Zia
Introducing a new Zia-powered capability that lets users generate Canvas list view templates directly from images like design mock-ups or screenshots. Zia intelligently detects layout elements, extracts text, and maps content to CRM fields to deliver a ready-to-edit Canvas view in minutes. Fine-tune the design, adjust field mappings, and publish with full control, making CRM customization faster and more intuitive. Check out this post to learn more.
Enhanced Kiosk Studio with Client Scripts:
Zoho CRM has enhanced Kiosk Studio to make data capture and record handling more flexible and real-time. Users can now launch kiosks from anywhere using client scripts, create records during live execution with Quick Create, and work with improved GetRecords screens featuring instant loading, pagination, search, filters, and higher selection limits. These updates also extend Kiosk Studio availability to the Standard edition, enabling more teams to build and run kiosks efficiently. Read the post to learn more.
Notes Badge as a Quick Action in List Views
Introducing the Notes badge, a quick action in module list views that lets users view and manage notes without opening individual records. Users can now add, edit, delete, sort, and summarize notes using Zia directly from the list view, with a preview of recently added notes on hover. The update also supports client scripts for notes created from the list view and allows users to hide the badge if needed. Check out the Forum post to learn more.
Enhanced Zoho CRM–Zoho Creator Integration
Zoho CRM rolled out enhancements to its Zoho Creator integration to align with recent platform updates, improving both usability and control. The update introduces a refreshed integration flow, teamspace-based association, multi-developer support, granular user permissions, and environment support for development, staging, and production. Integration ownership is now restricted to Creator app owners, with stricter permission requirements and automatic cleanup of related lists upon app deactivation. Read the post to know more.
Improved Contact Sync Flow in Zoho CRM's Google Integration:
Zoho CRM revamped its Google contact sync to provide greater control, flexibility, and safer testing. Users can now sync up to five modules, including custom modules, through a redesigned three-step setup that supports custom field mapping and default values. The update also introduces automatic Google contact label creation and allows sync testing in sandbox environments before going live. Contact syncing is now based on record ownership and module selection, ensuring cleaner and more relevant data flow. Check out this post to learn more about these enhancements.
Quick Wins:
Trigger Alerts Based on Lookup Field Conditions:
@dale.wilson asked how to trigger an alert when a related record selected via a lookup field meets a specific condition. @Ishwarya SG shared a sample Deluge function to validate the checkbox value in the related module before sending an email, while @Sunderjan Siddharth helped resolve a follow-up error by clarifying the correct function structure to achieve it. Check out the post to learn more!
Preserve Data When Changing Field Types:
@smasih asked whether changing a field in Zoho CRM from text field to URL field would keep the existing data as-is or automatically convert it into clickable links. @Bhoomi Joshi explained that field types cannot be changed directly and suggested creating a new field and migrating data using export–import or a Deluge script, with @Andres and @Ishwarya SG sharing additional guidance. Take a look at the post to learn more.
Moving Imported Contacts Back to Leads
@André Schütte asked how to convert a large set of imported Contacts into Leads. @Ishwarya SG outlined two practical approaches based on when the import occurred, using Undo Import for recent data or a custom button to move records for older imports. Take a look at the post to see the available approaches.
Kaizen:
(Kaizen #221) : Workflow & Actions Reports APIs
This Kaizen walks through how admins and developers can audit, monitor, and govern workflows at scale using Zoho CRM Reports APIs. It covers identifying complex workflows, verifying action execution, tracking webhook health, and analyzing email notification usage through real-world scenarios. Check out the post to learn how to transform your automation from simply being configured to actively monitored and improved.
Kaizen #222: Client Script Support for Notes Related List
This Kaizen explains how Client Scripts can be used to validate, control, and protect notes across modules using supported events and ZDKs. It demonstrates a use case where note edits are restricted based on deal stage and user profile, helping teams maintain accuracy and audit integrity during critical stages. Check out the full post to explore the use case and implementation details.
And with that, we wrap up this year’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. We’ll be back with more updates and community gems. Until then, stay tuned!
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How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
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