Hello Everyone!

Here’s what came through in the first half of November: new updates and a few helpful community discussions with real, notable solutions.


Product Updates:

Android App Update: Inctroducing Swipe Actions

You can now swipe left or right on any record in the Android app list view, as well as in the calendar view within the Meetings and Calendar modules, to run quick actions like edit, clone, email, cancel,reschedule, or mark complete without opening each record. Actions vary by module, and a full swipe triggers the last action for that direction, with customization coming in future updates. For details on module-specific actions and setup notes, check the full announcement post.

Timeline Gets Smarter: Bulk Imports & Bulk Write Updates Now Tracked

Your record Timeline now captures updates made through module imports and the Bulk Write API, showing who made each change, how it was updated, and the before-and-after values. This eliminates blind spots when large datasets are corrected, especially for teams managing shared leads or contacts. Audit Logs offer the same visibility, giving you clear tracking for all bulk actions. To see exactly how these updates appear in the Timeline, check the full post.

Client Script Upgrade: Now on Canvas List Page and Notes

Client Script now works on Canvas List Pages across Custom List, Tile, and Table views, letting you style records, highlight key states, or add quick actions using load, hover, or click events. It also supports Notes, with onBeforeAdd and onBeforeUpdate events to validate or auto-enrich note content before saving. For example, you can detect an Order ID in a note and automatically insert order details. Check the full post for examples and source code.


Quick Wins:

View Total Leads for a Specific Period

@John Webb wanted to see the total number of leads, including converted and unconverted, created during a specific period. This wasn’t possible when the original post was made, but Zoho CRM now supports it through reports that use Leads with Converted Contacts, Accounts, or Deals as related modules, or by applying the “Is Converted” filter to show both lead types and visualize them in charts. Check the latest comments by @Andres and @Jay Suriya J in the post for the complete solution with screenshots.


Dev's Corner:

Validating File Uploads in Zoho CRM

@Jacob wanted to ensure that a date field cannot be saved unless users have uploaded the corresponding file, but file upload fields aren't supported in validation rules or Deluge. @Sunderjan suggested using Client Script to make the file upload field mandatory on Create and Edit pages, while @Andres recommended using static resources to avoid code duplication. Jacob shared the final working script that enforces the file upload and alerts users on the Details page if the file is missing. Dive into the post for the full working scripts and guidance from @Sunderjan and @Andres.

Creating Zoho Books Invoices with Client Script

@Emma set up a Client Script button on each Deal to validate the Deal stage, show the invoice amount for confirmation, and then create the invoice in Zoho Books. She ran into issues where the script always indicated success, even when invoice creation failed. With guidance from @Haiku Technical Support, she partially solved the problem by correctly checking the Function's response and handling errors. The post also includes the scripts she used and further refinements she made to pull details like the invoice ID. Check out the post for the full discussion and shared scripts.

Kaizen:

(Kaizen #215): Create and Update Workflows with APIs

This Kaizen post talks about improving your Workflows using the Workflow APIs. It walks through updating an old high-value deal workflow by refining its criteria and adding new actions, and shows how to build a new Workflow rule to handle deals lost due to pricing with tags, alerts and scheduled follow-ups. It also exmplains what can be edited, how triggers and actions must align with API rules, and how to build clean, reliable workflows with instant and scheduled actions. Want the full breakdown with sample JSON and real use cases? Check out the complete post.

(Kaizen #216): Actions APIs – Email Notifications

This Kaizen post focuses on how Email Notification APIs can be used to manage who gets alerted and when. It explains how to list all existing alerts, create new ones using templates and dynamic recipients, update notifications to include additional team members, and remove outdated ones. It’s a clear guide for ensuring the right people get informed at the right time. For exact JSON examples and setup details, the full post walks through everything.

And that’s a wrap for this fortnight’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 in two weeks with more updates and community gems.