Zoho CRM Community Digest - March 2023
Hello Everyone!
Here is a roundup of all the important discussions from the Zoho CRM Community. The highlights from this month include a few exciting announcements and many features currently in early access.
Keep reading!
Announcements:
- Zoho CRM has updated the list view with several enhancements to provide users with improved navigation options. From contextual quick actions to the ability to save filters, these updates are designed to enhance the user experience. Read the post to understand them in detail.
- Keep track of all your call correspondence effortlessly using our new voice recording field. This new field allows you to input your voice recording URLs, making it easier than ever to monitor and manage your calls.
- Explore the new telephony-related Zia enhancements – Call Transcription, and Call Intelligence. Call Transcription provides transcribed audio recordings of your phone conversations, while Call Intelligence helps you understand the sentiment, intention, and emotion of the call conversation without having to review the transcript. This feature optimizes your time and effort. Learn more.
- Data crunching is now made easier with Zia's enhanced analytics suggestions. Zia analyzes your data, reports, and charts, and recommends dashboard components tailor-made for your organization's requirements.
- Group creation and group details pages in Zoho CRM have gone through a revamp. The focus of this change is to simplify the process of creating groups, adding members, and managing them. Explore them in this post.
The new email configuration in Zoho CRM comes packed with an array of exciting new features and enhancements like modern authentication support for Microsoft Office365 and Outlook, email backup for IMAP users, and much more.
Besides email configuration changes, we got a bunch of enhancements to optimize your experience with emails in Zoho CRM. This includes a threaded view for emails, re-sizable columns in the email-related list, the option to add attachments from different cloud drives, and much more. Learn more
You can now directly migrate data from your Bigin organization to Zoho CRM. Check this announcement for more details.
Discover how we have addressed the issue of blank fields in the computing formula field by implementing a fix that now allows the field to remain empty if the value is null, rather than erroneously marking it as 0 which can cause calculation errors. Learn more about this here.
Product Training:
Virtual Classroom Training 2023:
Our training team conducts a series of virtual training sessions for different Zoho products including Zoho CRM. Click here to learn more and register for one of the upcoming sessions.
Our training team conducts a series of virtual training sessions for different Zoho products including Zoho CRM. Click here to learn more and register for one of the upcoming sessions.
In-person training sessions:
This year, we have initiated our in-person Zoho workshop series in Melbourne and Sydney. During the workshop, we will discuss how you can use our Zoho apps in your daily operations to streamline workloads, enhance data analysis and management, and foster teamwork. You can register here.
Early Access:
Continuing with the Feb '23 list of early access features, we've added a few more on March '23. As these features are enabled on an ad-hoc basis for interested customers, make sure to fill out the forms linked to the respective announcement posts.
- CPQ for Zoho CRM: CPQ is a sales tool that enables you to share personalized and precise quotes with customers quickly. Configure product combinations and pricing rules in advance to create tailored quotes, complete with taxes and discounts. It's a game-changing solution for businesses with multiple product lines.
- PathFinder for Zoho CRM: With PathFinder, you can gain insight into your customers' journeys across various touchpoints and channels, allowing you to understand their interactions with your brand.
- SMS Notification for Zoho CRM: Send transactional SMS messages directly to your customers' hand-held devices from your CRM, and set up SMS notifications automation and more.
- Workflow Rules based on Notes: Trigger workflow rules based on notes in your CRM. Choose to activate rules when a note is added, added or modified, just modified, or deleted.
- Voice-based forecast analysis: This feature is a sequel to our previously announced VoC feature, enhancing your ability to analyze customer feedback and make data-driven decisions.
Focus Group Webinar:
Zoho CRM has recently introduced 10 brand-new features that enhance its core capabilities, covering areas such as field customization and control, analytics, and forecasting.
To learn more about these enhancements, check out the upcoming webinars that will cover the challenges they address, provide implementation guidance, and discuss Zoho CRM's plans. Register here.
Functions:
- Automatically create a record in a custom module every time a new Deal is generated with the code shared by @Bhoomi
- Check out @Hugh's code to learn how to loop through all open meetings using Deluge.
- Take a look at the custom function to update specific rows/fields in a subform.
- Explore the code to find the most recent date in related records.
- Discover how to automatically include a generated note to the corresponding contact when the deal's stage is marked as "closed won."
- Upon creating a new product, automatically look up and populate details from the "Users" module using Function. Check this post to learn more.
- Check this discussion to learn how to remove subform entries from a cloned invoice.
Dev's corner:
- Check @Praveen's response to understand how the recent version of Zoho CRM API handles auto-calculation for Total and Grand Total fields when updating or inserting only certain parts of the pricing information.
- Check this post to understand how to convert a String into JSON format.
- Take a look at the code snippet shared by @Hugh Marshall for extracting data from a subform on a page.
Kaizen:
- (Kaizen#75) Frequently Asked Questions on Client Script - if you have doubts and looking for an answer, do check this post as it covers most of the frequently asked questions on Client Script.
- (Kaizen#76) Using ZDK CRM APIs in Client Script - This post explains the utility of Client Script with examples of handling client-side requirements of a Canvas Details page.
- (Kaizen #77) Multi-select Lookup Fields in API V4 - Learn how to add data to multi-select lookup fields in Zoho CRM using the insert records API.
Thanks for taking the time to read this month's round-up. Keep tabs on the digest every month for the latest ideas and discussions. Stay tuned and engage in the forums to be included in the next month's digest. Have a wonderful month!
SEE ALSO
>Previous month's digest
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Swetha S
Sticky Posts
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,
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Introducing a smarter, faster, and more flexible charting experience
Hello Zoho Sheet users, We're delighted to share the latest news about a major update to charts in Zoho Sheet! The new version supports dynamic data ranges, granular styling options, faster loading, and other interesting enhancements that allow you toHow to create a new Batch and update Stock via Inventory?
Hi everyone, We are building an automation where a user enters batch details (Batch Number, Mfg Date, Expiry, and Quantity) into a Custom Module. I need this to trigger an API call to Zoho Inventory to: Create the new batch for the item. Increase theCan't change form's original name in URL
Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the newHow do I open MSG files in Microsoft Word?
If you want to open MSG files in Microsoft Word is not natively supported, as MSG is an email file format created by Microsoft Outlook. However, there are professional approaches to access MSG content in Word. First, open the MSG file in Outlook and copyUnable to charge GST on shipping/packing & Forwarding charges in INDIA
Currently, tax rates only apply to items. It does not apply tax to any shipping or packing & forwarding charges that may be on the order as well. However, these charges are taxable under GST in India. Please add the ability to apply tax to these charges.How to add packing & forwarding charge in purchase order & quotation???
Hello Zoho Team I have just started using Zoho for my company and I wanted to make purchase order. My supplier charges fix 2% as packing & forwarding on Total amount of material and then they charge me tax. For example, Material 1 = 100 Rs Material 2How to create a boxplot chart in Zoho Analytics?
Hi, I'm looking forward to making a boxplot in Zoho Analytics, either with all my data or with a time segmentation. No documentation or YouTube video explaining that was found. I guess this is a feature gap. How feasible would it be to add this to Analytics?What are the create bill API line item requiered fields
While the following documentation says that the line items array is requiered it doesn't say what if any files are requiered in the array. Does anyone know? API documentation: https://www.zoho.com/inventory/api/v1/bills/#create-a-bill I'm trying to addWorkDrive issues with Windows Explorer Not Responding
We are using WorkDrive to collaborate on editing video content. We have a lot of files and quite a few are a few gigs. Recently anytime I try and work with the files Explorer freezes for a couple minutes whether it's dragging the files into Premiere orConnecting Zoho Inventory to ShipStation
we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. UriWhere is the settings option in zoho writer?
hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regardsUsing IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configureWhen Does WorkDrive integrate with Books?
When Does WorkDrive integrate with Books?POP mailbox limits
If I am accessing a remote POP mail server using Zoho Mail is there a mailbox quota for the account or is it all related to my mail account storage limits?Warranty Service and Repair in Zoho FSM
Hi There, We are a retail store that sells products and also performs installations and repairs. Our field technicians handle this work. Some repairs are covered by manufacturers, who reimburse us for both parts and labour. In these cases, we performZoho Sheet for Desktop
Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?WhatsApp phone number migration
Hi @Gowri V and @Pheranda Nongpiur, Thanks for implementing the promised enhancements to the integration between Zoho CRM and WhatsApp. The previous discussion has been locked, so I'm opening this new one. I am copying below a specificWebDAV support
I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?Suggestions for Improved Table Management and Dashboard Filter Controls in Zoho Analytics
Dear Zoho Analytics Community, I hope you are doing well. I would like to share a few suggestions based on issues I am currently experiencing while working with visualizations and dashboards. Firstly, when I create a new visualization using the Sales-OrderSPF: HELO does not publish an SPF Record
I am using Zoho mail. Completed all of the required prerequisites from the dashboard to avoid any issues with mail delivery. But when checking on mail-tester.com getting the following error. Can anyone help me solve this?How do I create an update to the Cost Price from landed costs?
Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the productPrice Managment
I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are justActual vs Minimum
Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs theGenerate leads from instagram
hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to leadKaizen #234 - Automating Deal Handoff with Zia Assistant API, Workflow, Deluge, and Widget in Zoho CRM
Hello all! Welcome back to a fresh Kaizen week. In this post, we will explore how to automate the deal handoff process in Zoho CRM using Zia Assistant API + Workflow + Deluge + Widgets. Here’s how the final output looks when a deal is reassigned 1. DealHow do you print a refund check to customer?
Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.Ability to assign Invoice Ownership through Deluge in FSM
Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. ThisAll 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. LatestEnhancement to ICR’s field prompting: Preferred data extraction using advanced field prompting
Dear Customers, We hope you’re well A quick background Intelligent Character Recognition (ICR) comes as part of Zia’s optical recognition capability called Zia Vision. When we introduced it last April, the data extraction was training-based and was applicableSee 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.Limitation in chart of accounts
There is a limitation of 4000 accounts in chart of accounts Zoho needs to remove this limitHow do I change the account bank charges are charged to?
I want bank charges charged to my Credit Card Fees account. Is there a way to do this?Real signature in Zoho Expense PDF report ?
Hello ! Is there a way to put a real signature on the signature line when a PDF report is generated in Zoho Expense? Through Zoho Sign or another way? Can't seem to make it work.Copy paste settings
Hello all i have 2 organizations running in ZOHO books in one organization i have customised Tax rates, codes and customized templates instead of manually doing again in org 2 can i have some shortcut to copy paste or export and import??Custom TDS on Vendor Credits via API
Hi, We are using Zoho Books APIs for posting Bills and vendor credits. We are unable to post custom TDS amount posting vendor credits. Can you please share the API spec and Payload that need to be sent for Custom TDS for Vendor Credits."Unlink" Advance from Bill without Deleting the Payment Record
I am writing to highlight a significant workflow issue in Zoho Books (India Edition) regarding Vendor Advances and Bills. The Scenario: I recorded an Advance Payment to a vendor. I matched/reconciled this payment in the Banking module. I received a BillAdvance Payment Record Removed When Deleting Applied Credit from Bill
Hello, So while working with vendor advance payments, I noticed that removing the applied credit from a bill also removes the corresponding entry from the Payments Made section. What I did : Recorded an advance payment to a vendor through Payments Made.What is the best way to convert MSG file to Word format?
The best way to convert MSG files to Word format is by using a reliable and professional tool Aryson MSG file Converter. Manual methods are often time-consuming and may not preserve email formatting, attachments, or metadata accurately. In contrast, ArysonAddress Typeahead Extension for Zoho Books
I installed the Address Typeahead extension for zoho books but when I went to configure it, it said that that version was deprecated. Is there a newer version somewhere?Zoho Projects : Task should auto-update to 'In Progress' if timer started
Namaskaram. Right now, if a Task's timer is started, the Task stays in 'Not Started' status. One has to manually update it to 'In Progress'. From a #uxdesign standpoint, it is an unnecessarily two step process to start working on a task. It would be better that, if I start the timer on a task, it should automatically change to 'In Progress' status. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ CustomersNext Page