Zoho CRM Community Digest - May 2023
Hello everyone!
Welcome to this month's digest! We are excited to present a curated collection of interesting and noteworthy discussions from the Zoho CRM forum. In this post, you'll find the latest announcements and event updates shared throughout the month of May. Get ready to dive in and stay updated on the most engaging topics and valuable insights that await you in this month's digest. Explore and enjoy!
Welcome to this month's digest! We are excited to present a curated collection of interesting and noteworthy discussions from the Zoho CRM forum. In this post, you'll find the latest announcements and event updates shared throughout the month of May. Get ready to dive in and stay updated on the most engaging topics and valuable insights that await you in this month's digest. Explore and enjoy!
Zoho CRM product updates:
- Formula Field Behavior update: Previously, when formula fields were removed from the layout, there was an issue where the system continued to calculate the formula field value in the backend whenever the related fields were updated. However, this behavior has now been fixed. If you choose to re-add the formula field, it will display the original value that was present at the time of removal. For more information, check this post.
- Users permission relates updates: Zoho CRM's latest user management enhancement introduces the "List Subordinates only" option, restricting user lists in assignment places to subordinates. This improves control and management in areas such as record owner assignment, record sharing, user lookup fields, and note mentions. Additionally, the "Manage Users" permission can now be specified for "Subordinates only" or "All users," offering greater flexibility. These updates significantly enhance user management and collaboration capabilities in Zoho CRM. To learn more, check out this post.
- Custom Domain Mapping -Zoho CRM now supports custom domain mapping, allowing organizations to rebrand their CRM system with their domain name. Right now, this feature is in its early access phase. Read this post for examples and details on how this feature can benefit your business.
- Zoom Phone integration is now live in Zoho CRM. Seamlessly engage with prospects and customers, with instant access to relevant information. Create call records effortlessly for incoming and outgoing Zoom Phone calls. Learn more in this post.
Meetups:
Q2 Meetups across the Globe! Don't miss out on our upcoming events in Canada, ANZ, US, India, and APAC regions. Level up your CRM knowledge with our curated agendas. Register now in your respective regions to secure your spot and join us for these engaging sessions.
Focus Group Webinar:
During May, we conducted Focus Group Webinars on the Zoho CRM Mobile App and, the various dashboards components in Zoho CRM. If you missed out on attending the webinar, no worries! We've got you covered. Access the recordings right here in this post and catch up on all the valuable insights shared.
Useful discussion:
- @Hugh Marshall solution effectively automates the collection of documents from Contacts, the creation of verification tasks, and updating of stages in a related Deal record. The integration between Zoho CRM and Zoho Forms makes it a seamless and perfect solution for @Paulo Guanaes's requirements.
- Consider @Haiku Technical Support's solution for creating a related list in the Contacts module to handle multiple leads. However, be mindful of the potential issues with duplicates, as subtly highlighted by @Michael Trow .
- Check out the link shared by @Pheranda to learn the process of setting up email notifications for new leads.
- We've addressed the requirement for threaded conversations in the Notes section of Zoho CRM by creating a free Marketplace Extension. This extension, developed by Zoho, enhances user collaboration within your organization. Check @Pheranda's comments for more details on how to use this extension and improve collaboration in Zoho CRM.
- Check out this informative conversation that explores the calculation of response times in Zoho CRM while excluding non-business hours and days.
- @Abhishek's response provides a detailed use-case scenario that highlights the effective utilization of Blueprints in Zoho CRM. Learn more.
Functions:
- Check out the code shared in this post to fetch the incoming emails using Deluge.
- Take a look at the discussion between @K-CRM, @qosmic and @Craig S | Eagle | Zoho Partner as they troubleshoot the errors that occur when creating a custom button in a custom module for creating a new deal.
- Did you know that you can customize the names of your Deal records in Zoho CRM automatically using Functions? Check this conversation between @Ishu and @Molly Richardson on how to rename potentials by utilizing the field values.
- Check out the Function code shared by @Hugh Marshall on how to calculate the average of fields and populate the accurate value into another field.
Dev's corner:
- Looking to enhance your development skills? Keep a tab on the Zoho CRM Developer Series, tailored for developers. Start with the first post, an introduction to Client Scripts.
- Want to know how to update automatically and view the number of times a task is revised? Check @Praveen's code to find out.
- Take a look at the discussion where @Haiku Technical Support assists @Pablo Silva Osorio in debugging an error and provides a function for copying information between fields, along with a popup notification option.
- Check out @Athul P 's comment for a clear explanation of the API credit system and Integration task credits.
- Need help with adding an API request scope? Check @Hugh Marshall's comment for guidance.
Kaizen:
- (Kaizen #85) - Learn how to perform Record Operations with sample codes in this post. Read more for detailed information on getting started with your SDK journey.
- (Kaizen #86) - Discover new use cases and expand your horizons with additional examples in Record and Send Mail Operations. Read more for further information.
- (Kaizen # 87) - Learn how to handle multi-user lookup fields in API. Read more for detailed information.
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
Access your files securely from anywhere
Zoho FSM Video Tutorials
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
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 AIZoho 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 featuresZoho 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 yourZoho 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 someZoho 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
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Billing 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
Cannot format "start date" field in Zoho Flow
I am trying to recreate a flow that connects Inventory package creation to Zoho projects (where a task is created in a defined project). I've been able to troubleshoot everything EXCEPT the date fields; specifically the "start date" - which is quite importantDynamic Signature - Record owner
Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to referenceAdd ZeptoMail to Zoho One
Hi Zoho Team, I would like to request that ZeptoMail be added as a fully included application within Zoho One. Why this is important Zoho One is positioned as a unified business operating system that brings the applications an organization needs underGETTING THERE THANKS
So we are still testing thanks to the great Zoho team for firstly getting pricelists working (essential) and writing some code to hide delivery and pickup options. Brilliant. So price lists are a definite mainly because of VAT. We run our Zoho books withTime Zone is incorrect
Time zone is not working properly...I've checked it twice. I'm eastern U.S. time it's currently 12:22 pm EST. CRM shows 3:22 pm EST.CRM wants to access other apps and services on this device (Documents area)
Did anyone else see this today? It only seemed to popup in the Documents area. Blocking it did not stop the ability to upload files there... Why is this coming up and what apps/services is it requesting in the background? Also, is it applicable elsewhereCustom module - change from autonumber to name
I fear I know the answer to this already, but thought I'd ask the question. I created a custom module and instead of having a name as being the primary field, I changed it to an auto-number. I didn't realise that all searches would only show this reference.How can I populate dropdown data with information from another source or app?
I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?Dynamic Field Folders in OneDrive
Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the sameZoho Tables is now available in Zoho One!
Hello Zoho One users, We’re excited to announce that Zoho Tables is now included as a part of Zoho One suite! As teams grow, managing projects, approvals, inventories, campaign trackers, and operational workflows across multiple spreadsheets become difficult.Getting there -thanks
So we are still testing thanks to the great Zoho team for firstly getting pricelists working (essential) and writing some code to hide delivery and pickup options. Brilliant. So price lists are a definite mainly because of VAT. We run our Zoho books withAutomatically remove commas
Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom#3 Making it look like my business
Day 3: Meera had created her first invoice. The numbers were right, but something still felt unfinished. Her studio name was there, but the address did not look the way she wanted. Her logo was missing, and the invoice did not really feel like it cameZoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilitéScan & Fill with double quote key/value pairs
Hi, An old Ticket moved to a Topic/Idea: I love the idea of the new Scan & Fill as it nearly covers my previous request for a QR Scanner to read a multi-part QR Code. My QR Codes are hard-coded as below: {"key1":"value1","key2":"value2","key3":"value3"}Increase the "Maximum Saved Entries per User" Options Limit
Hi, You can create lots of saved entries, yet the Limit when you apply one is 25, we may often expect 32 to be in draft, and therefore want to enforce that, can we increase the limit of this field from 25 to 100 (As you can just turn it off and have moreHEIC File Type Viewer
Hi, It would be nice to be able to click on the images in the All Entries/Reports Tables which are HEIC the same as JPG, PNG, etc. so they open in a viewer from Zoho or the Attachment Service, today HEIC requires you to download each image and open itMap Dependency Upgrades in Zoho CRM
Map Dependency Fields enhancements are now available across all DCs. Hello everyone, We’ve introduced a set of enhancements to Map Dependency Fields to make setup simpler, faster, and more intuitive. Map Dependency helps control how values appear acrossSpecific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified
I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if thatProgrammatic Itemized Expenses?
It does not appear that it is possible to create itemized expenses programmatically (via the API)? Is this correct, or am I misunderstanding the situation?Zoho Forms Submission URL
Hi Zoho, It would be great to have a URL which can take us to specific form entries. For example: https://forms.zoho.eu/ACCOUNTNAME/report/FORMNAME/records/UNIQUE-REF I currently have a use case where I want to use Zoho Flow to create a module entry inOptional Parameter in Deluge Sendmail function to link email to record
I love sendmail - it offers flexibility (and, with standalone functions, commonality with minimal maintenance) over the years the templates hadn't offered. I understand the templates have come a long way, but I still prefer sendmail most days. That said...Zoho CRM Functions: Redesigned Interface, Rich Analytics, and Multi-Language Support
Hello everyone! We have given Functions in Zoho CRM a major overhaul with a new interface that makes it easier to build, organize, monitor, and troubleshoot your functions throughout their lifecycle. As part of this revamp, we have also introduced a unified📣 And the Bigin Customer Award winners are...
50+ entries. Customers from across the globe. So many great Bigin stories. And now, it's time to celebrate the people who stood out. We launched the Bigin Customer Awards to see how businesses are using Bigin in their own unique ways, and you did notReport Configuration - Unable to select "File_Upload" under Supporting Document
Good day everyone. I encounter this issue whereby i have difficulty to select "File_Upload" under Supporting Document when i configuring my report. Ps: I have create Supporting Document in Zoho creator form as subform and the add this "File Upload" insideZoho CRM Multi-select values not translated
Hello! I have some issue with translate custom multi-select fields in zoho CRM in other language. I download export file, but it has all my custom fields and picklist values exept multi-select fields picklist values. Please, help me to undestand, isGo Multilingual with Instant Bot Auto-Translation
Imagine you run a travel company with customers across different regions. Your website chatbot helps visitors discover travel packages, answers questions, and makes bookings. As your business expands into new markets, you want to offer the same experienceCreate Flexible Layouts with Layout Rules
In a project, when a work moves from planning to execution, the information teams need can change at every stage. A project can need one set of details, a phase can need another, and a custom process may require an entirely different set of information.Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions
Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performanceZoho Sites after login page blank
after i login to zoho sites, it stalls at a blank screen please helpMap My Client Locations for Zoho CRM Extension: Turn CRM Addresses Into Action
Hello everyone, Your CRM knows who your customers are. Now, see where they are on the interactive map directly from Zoho CRM. Introducing Map My Client Locations for Zoho CRM, an extension built for businesses that rely on sales visits, field service,Find the conversions hiding outside your funnel: User Journeys is now live in PageSense
Hello Everyone, We are excited to announce that User Journeys is now live in Zoho PageSense. Here is what that means for you. Funnels are great for one thing. They tell you how the path you designed is performing. Homepage to product to cart to checkout,Zoho CRM Error message #2 : Fixing [Invalid Credentials] and [Authentication Fail] while configuring IMAP
Hi Everyone! As a part of our Zoho CRM Error messages series, we're going to focus on couple of error messages that you might encounter while configuring IMAP and ways to resolve them. These are: [Invalid Credentials] [Authentication Fail] The annoyingZoho Community Digest - August 2026 | Part 4
Hi everyone, and welcome back! We're closing out August with a strong final week, from Incentives for Zoho CRM bringing commission management inside the platform to Sequences in Bigin automating customer follow-ups end to end. There's also an IP allowlistRelated Lists: Consolidate cross-module data
A new and efficient way to connect your project data across the boundaries of modules, entities, and applications. Introducing related lists to incorporate related records from any module, entity, or external source directly into the detail view of aZoho Workshops in Frankfurt a.M. | 07. & 08. Oktober 2026 | Nur noch 1 Monat
Liebe deutschsprachige Zoho Community, Nur noch einen Monat bis zu den Zoho Workshops in Frankfurt! Am 7. und 8. Oktober ist es soweit: Die Zoho Workshops kehren zurück und finden dieses Mal im Radisson Blu Hotel, Frankfurt am Main, statt. Wenn Sie IhreBilling Status and WO Status Field Colors -
Hello Team, I noticed that the colors of the Billing Status and WO Status fields in the WO module have been changed. (Org ID:170000078905) This is not urgent to correct, but I wanted to bring it to your attention so you can check whether this is a systemNeed to set workflow or journey wait time (time delay) in minutes, not hours
Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integerZoho Assist Remote Desktop on Android grey screen
With Zoho Assist Remote Desktop for Android when I connect to an unattended device I see only a Grey Screen. It worked fine before. This is a recently issue. I tried to clean data and cache, reinstall app, try and old version... but nothing. Always greyIntegration Multiple WooCommerce Stores
Currently, Zoho Marketing Automation supports connecting only one WooCommerce store per account. For businesses managing multiple brands or stores, this creates operational challenges, as they are forced to maintain separate accounts for each store. SuggestedNext Page