Zoho CRM Community Digest - July 2026 | Part 1
Hello everyone, July is here! The first two weeks brought six CRM updates ranging from privacy-ready webforms to a significantly more powerful Layout Rules engine, two community wins worth a look (a dashboard workaround for spotting leads with no activities,
Zoho CRM - Email/Message icon for Deal List View
Hi Team, My idea is to include a message icon at the start of the row of Deals when an unread message has been received. This would really help highlight the Deals where urgent action is required. Thanks for considering this request. Regards, Ashley
Dashboard Metric Drill-Down Shows Stale Data
Summary: When clicking between different metric components on a custom dashboard, the drill-down list shows data from the previously opened metric instead of the one just clicked. Steps to Reproduce: Create a custom dashboard with multiple pre-defined/templatized
Upcoming Change: Increased character limits for module and field labels
To provide greater flexibility in customizing your CRM, we are increasing the maximum character limits for module labels and field labels in Zoho CRM. What's changing? Label Current Limit New Limit Module Label 25 characters 50 characters Subform Module
Kaizen #254 - Building a Temporal Lead Score Decay System in Zoho CRM
Hello, CRM Wizards! Welcome to a fresh week of Kaizen. In this post, we will build a temporal lead score decay system that works alongside your existing scoring rules by introducing percentage-based score decay driven solely by customer inactivity. By
Metadata API Access to Functions
I think it would be incredibly helpful to have api access to every function's code. Our team primarily uses deluge functions to update fields across modules according to business logic. I would like to create a visual dependancy model for our CRM, but
API actions/approvals endpoint returns UNAPPROVABLE despite user having full permissions and being the assigned approver
Hi Team, We are trying to programmatically approve a record via the CRM API but consistently receive an UNAPPROVABLE error, even though the same user can approve the record without issue from the UI. Endpoint called: POST https://www.zohoapis.com/crm/v6/{module}/{record_id}/actions/approvals
Approval Process not retriggering after rejection when stage is manually changed back
We have an Approval Process on the Opportunities module that triggers when Stage is changed to Negotiation (Execute on: Edit Only). On rejection, a field update action reverts Stage back to Proposal. The issue: after rejection, AE can manually changes
Data Guardian for Zoho CRM – Auto-validate Emails, Phones, and Addresses. Get a 0-100% Health Score & automated tasks.
I totally understand your frustration. Zoho CRM doesn't have a native way to auto-validate phone numbers or addresses, which leaves sales reps wasting time on bad data. I actually ran into this exact problem and ended up building a free extension called
Zoho CRM - Feature Request - Conditional Lead Conversion
Hi CRM team, My feature request is to allow admins to create some conversion logic in the Lead Conversion settings. It is a common case where we want to convert a Lead to a Commercial or Residential Deal layout. Layout rules are not ideal because the
i need active of my whatsapp business number in zoho
i am waiting from 3 days for active of my whatsapp business account in crm ,its too late to configure.its just showing account details i can't able to know its connected or not anything else
Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API
Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s
How do I set the value of a Lookup field in SlyteUI?
I am using the "crm-field" component in a SlyteUI project (code attached) https://www.zohocrm.dev/explore/slyteui/ui-components/crm-field/api#Properties The client would like to have this field pre-populated with a value. When I try to input the record
CRM Developer Update: Mandatory field behavior changes in Zoho CRM APIs
We are planning a few updates to Zoho CRM APIs that are expected to be rolled out by the end of October 2026. These changes are not live yet. We are sharing this early so developers and partners can review the impact and prepare in advance. What is changing?
Zoho CRM - Kiosk Studio: Build Once, Execute Multiple Times with Loops
Hello Everyone, Introducing Loop Functionality in Kiosk Studio. If you've ever built a Kiosk that needed to perform the same action multiple times like updating a list of contacts, scheduling calls for a batch of leads, or processing multiple products
Record sharing for Activities modules in CRM
Hello everyone, We've got a few quick enhancements to what we covered in this previous announcement: record sharing is now available for Activities modules. 1. Sharing Tasks, Meetings, and Calls Until now, activity records could only be shared indirectly
Kiosk Studio + Zia Agents: Automate renewal risk classification in your CRM | Kiosk Studio Session #10
Renewal management is vital in a recurring revenue business. Your CRM already knows which accounts are at risk; the signals are present in contact titles, deal stages, call logs, account descriptions, and so on. What's missing is something that reads
Client Script | Update - Client Script Support For Custom Buttons
Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
How to use Zoho Billing info in a workflow
We have Zoho Billing and CRM sync'd and the Billing info appears as expected for each Account in Zoho CRM, including subscription status, plan type etc. But how can we use this in a workflow? Thanks Dylan
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 annoying
Unable to add a pick list field to a standard layout.
Adding a picklist filed this morning to any module causes a grey/unresponsive screen. Inspecting the web console shows a javascript error.
Introducing Color Coding of Picklist Values
Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.
Save filter support now available for portal users
Hello all, CRM users have long had the option to save frequently used filters in their module views, so they can switch between filtered views without re-applying criteria every time. Portal users, however, didn’t have this option. Each time a portal
Notes of Tasks in Zoho CRM
Hello, Is there a way to filter the Notes that appear on a Task to only show the notes related to that specific Task and not display all the Notes of the objects related to that Task (Accounts, Contacts, Deal, etc). In essence, our team struggles to understand
Zoho CRM Sandbox now supports integrations
Hello everyone, We are now expanding Zoho CRM Sandbox to support integrations with other Zoho products. You can connect, configure, and validate the behavior of your integrated tools within a safe, isolated environment - testing end-to-end without touching
Batch Emails in CRM Plus without using a template?
Hi guys. Is it possible to send the same email to multiple people at the same time within CRM Plus without using an email template? At the moment we create a custom view in Contacts to display the people that we need. We then click the boxes on the left,
Check out in Meetings
Why there is no check out in Meetings of Zoho CRM, very difficult to track
Kaizen #253 : Custom Validation for Blueprint to Enforce Mandatory File Uploads and File Extension Compliance Using Client Script
Welcome to another exciting Kaizen post on Client Script! Have you ever wanted more control over what gets uploaded to a File or Image field in Zoho CRM, like restricting file types, validating file names, or showing a custom error before an inappropriate
Drive Zoho CRM adoption and usage through our native integration with Zoho DAP
You chose Zoho CRM for its depth: its powerful automation, its rich analytics, and its extensive customizability. But there's a hidden last mile in every rollout: the gap between the software's capabilities and your team's daily execution. When new hires
Archiving Contacts
How do I archive a list of contacts, or individual contacts?
Request to Customize Module Bar Placement in New Zoho CRM UI
Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive
Allow native Webhooks to authenticate via Connections
Allow native Webhooks to authenticate via Connections (Basic Auth) instead of plaintext custom headers Summary Please allow native Webhooks (Workflow Rules > Instant Actions > Webhooks) to authenticate against the destination endpoint using the existing
Button or Links order
Is there a way to re-order the buttons or links that are created? Moderation Update: With our recent enhancement to custom button creation from the layout editor, administrators can now reorder custom buttons directly from the layout editor, and this
Automatically calculate and include tax on quotes
I've recently been VAT registered and now need to include VAT on my quotes. I have been able to set the tax label and amount but still need to click the tax link and select the tax I wish to include before it appears on the quote. Does anyone know of
seller productivity: zcalendar + zmeeting + zcrm
Hello, As many zCRM users, I handle a lot of online meetings - many of them using my zMeeting subscription. Althought you guys say there is an integration between zCRM and zCalendar, the fact is that is poorly designed, built and incomplete. Integration
Default Reminder for tasks set to Pop-up instead of email
Try to save a click every time we create a task we want it to default to pop-up instead of email. Also default is to have reminder unchecked anyway to change so reminder is checked and method is pop-up default instead of email? Attached picture. Thanks,
Building a per-contact activity timeline (form submissions, account rollups, emails/proposals) — best approach?
Hello, We're a B2B market research/consulting firm that recently migrated our CRM/forms/marketing stack from HubSpot to Zoho One (CRM + Forms + Campaigns + SalesIQ). Current setup: - Zoho Forms integrated with CRM: contact-style forms create Leads. -
You do not have sufficient permissions to perform this operation. Contact your administrator.
When I attempt to log a call I initiate the +New Call and Start Calling and I click Answered Call in the popup dialog box that follows. Any attempt to save or close this dialog box results in "You do not have sufficient permissions to perform this operation. Contact your administrator." The only way I can get the popup to disappear is to refresh the page and it will go away. I have found others reporting this issue when they attempt to run reports. Any suggestions? Thank you in advance for taking
CRM's import feature has been revamped
Hello folks, We've refreshed the import feature. You can now manage large, complex imports, particularly those with related data, more easily, with fewer steps and fewer errors. This has been released for all users in all DCs. Here are the details: We've
Business Day Logic Update: More Accurate Scheduling for Your Workflows
Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable
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