Zoho CRM Community Digest - August 2025 | Part 2

Hello Everyone! Here's a quick round-up of handy tips, clever workarounds, and product updates from late August.

Product Updates:

Meeting Enhancements in Zoho CRM! 

Track whether a meeting is online, in-office, or at the client’s location using the new Meeting Venue option. This enhancement lets you categorize meetings for easier organization, filtering, and reporting. You can also mark meetings as all-day, set them to repeat, or remove venue options from the picklist that doesn’t fit your business needs. For admins, a new Preferences Tab enables managing online meeting providers directly from CRM without needing to visit the Marketplace. This full post has screenshots and key notes worth checking out.

Quick Wins:

Portals: Account-Level Access Challenge

Your customers, linked as Contact records, can access their information via the CRM portal. @Ivan Staykov brought up an interesting use case where individual Contacts should only access records linked to their emails, while the CEO of their company should access all Contact records linked to their Account. As CRM portals are tied to Contacts, not Accounts, this setup isn’t straightforward. @Max explored options, and @Amy shared a workaround that sparked Ivan’s interest. If you’ve run into the same limitation, this thread is a must-read for practical insights.

Understanding how custom view un-enrollment works in Cadences?

@Matt Warner asked if leads enrolled to a Cadence through a custom view gets automatically un-enrolled when they no longer meet the view criteria. @Sunderjan Siddharth clarified that leads will remain in the Cadence and continue their scheduled steps unless an unenrolled property is specifically linked to the custom view condition. Once that property is set, the system will automatically remove leads that drop out of the criteria. Check out the full post for more on how Cadence un-enrollment works and how to fine-tune your setup!

Tip for targeted marketing campaigns for Contacts with closed Deals!

@Dalton wanted to run a marketing campaign targeting Contact records with closed Deals but faced a challenge: some contacts have multiple deals, with a mix of open and closed statuses. Simply filtering for closed deals would still include contacts who have open deals, which wasn’t desired.@Sunderjan Siddharth suggested using roll-up summary fields in the Contacts module to count total deals as well as open and closed deals per contact. This lets you build reports that accurately excludes contacts with any open deals. Check out the full post for detailed steps, screenshots, and where to set this up!

Developer's Corner: 

Can you fetch 200+ records from a Custom View at once?

@Sam wanted to pull all records from a Custom View exceeding  the 200-record limit without using pagination. @Sunderjan Siddharth clarified that COQL can fetch up to 2,000 records in a single query, and suggested using a loop to retrieve up to 100K records efficiently.Check-out the post for the full solution on  handling large datasets effectively in Zoho CRM.

Make attachments mandatory before closing Deals:

@Jhonata wanted to make it mandatory to add attachments before marking a deal as Closed-Won. @Rakesh Kumar suggested triggering a Client Scripts on the Stage field update across touchpoints like the Details, Edit, and Canvas pages to check for attachments, cancel submission if none exist, and display an alert. @Pheranda Nongpiur followed-up with step-by-step guidance and shared the sample Client Script to check attachments on save. Check the full post for the scripts and detailed setup instructions!

How Marta leveraged AI and assistance from the community to automate Quote stage updates:

@Marta wanted all quotes with stage "Next Year" to automatically update to "Draft" on a specific date. @Bhoomi Joshi suggested creating a scheduled function to fetch quotes from a custom view and update the stage, recommending that Marta test with a few records first before connecting it to a Schedule. Despite being a non-coder, Marta used AI to generate the required code and then collaborated with the Community to refine and get it working.Check this post for the step-by-step setup, code tips, and insights on how Marta made it happen!

Kaizen:

Answering Your Questions!

(Kaizen #204) - Perform Field Updates before Blueprint transition via Client Script

Learn how to enhance your lead follow-up Blueprint by prompting users for input during Blueprint transitions and updating description field with detailed comments in Zoho CRM. Kaizen #204 demonstrates how to use beforeTransition scripts to capture comments, validate input, and maintain a running comment history. In this setup, a popup prompts users to enter a comment before each transition. If the comment is fewer than 25 characters, the transition is stopped; otherwise, the system appends the comment along with the transition name and user’s name to the Description field. This is a practical way to improve transparency and traceability in your Blueprint process. Check the post for the full code and setup!


(Kaizen #205) - Managing Picklists and Enabling History Tracking via Zoho CRM APIs

Kaizen #205 breaks down the difference between Picklist and Multi-select Picklist, shows you how to set up global picklists across modules, and explains how to enable history tracking in Zoho CRM using APIs. It's super detailed and walks you through creating and updating picklist fields, removing options, assigning and updating values in records, and turning on history tracking with step-by-step API examples. The inclusion of sample code and responses for each part makes it easy to follow. Give this post a read if you want to get these features set up smoothly!

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.

Until then, stay tuned!

• 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 numbers

• Function #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 just

• Zoho 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 practical

• CRM 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,

• Recent Topics

• Emails sent through Bigin are not posting in IMAP Sent folder

  I have set up my email to work from within Bigin using IMAP.  I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc.  I want all my emails to populate my email client (outlook & iphone email) whether or

• Possible for first Signer of Sign Form to specify the next signer in the sequence

  We have many use cases where multiple signers need sign the same document. We'd love to be able to use sign forms, where the a signer who uses the Sign Form link can specify the name and email address for the next person in the sequence.

• BUG: Can't copy-paste data outside Sheet

  Currently I can't paste data copied from inside any of my Zoho Sheet files to any other app. Copy-paste works inside the sheet It does NOT work between two different sheets These sheets are built from automation templates Everything works fine if I create

• Zoho CRM Community Digest November 2025 | Part 1

  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

• Upload own Background Image and set Camera to 16:9

  Hi, in all known online meeting tools, I can set up a background image reflecting our corporate design. This doesn't work in Cliq. Additionally, Cliq detects our cameras as 4:3, showing black bars on the right and left sides during the meeting. Where

• The Social Wall: November 2025

  We’re nearing the end of the year, and the holiday season is officially kicking in! It’s that time when sales peak and your social media game needs to be stronger than ever. We’re back with exciting new updates across AI, analytics, and the mobile app

• Auto-Invite Users to Portals in Zoho CRM based on Conditions

  Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to

• Truesync for Linux

  Is Truesync available on linux ?

• Rich Text For Notes in Zoho CRM

  Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

• Hidding/excluding specific picklist options from filter

  Hi. Is it possible to hide/exclude specific picklist options from this filter? I don't want them to be shown when someone tries to filter in the leads module

• Zoho DataPrep switching Date Format

  When using a pipeline that is importing Zoho Analytics data into Zoho DataPrep, the month and day of date fields are switched for some columns. For example, a Zoho Analytics record of "Nov. 8, 2025" will appear in Zoho DataPrep as "2025/08/11" in "yyyy/MM/dd"

• Subforms to Capture Multi-Row Data in Job Sheets

  Subforms transform your job sheets from simple checklists to powerful, data-rich forms. In field service work — whether maintenance, inspection, installation, or repair — a single job can involve multiple repeatable entries: readings, parts used, activities

• 年内最後のユーザー向けイベント：5名限定！ 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (12/18)

  ANNOUNCEMENT 1 REPLY INSIGHTS ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 12月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/QHn6kJAcRs-znJ1l5jk0ww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho

• Add "Fetch Composite Item" Action for Inventory

  I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.

• Adress Labels for sending of the oder und barcode

  We want to print with my address labels to stick on the order of the ware can. there are these options?

• printing individual labels - Dymo LabelWriter

  I am trying to print individual labels to my Dymo LabelWriter - has anyone done this? Latest Update (December 2025): The Canvas Print View is now available! We encourage you all to try it out and share your feedback with us. Learn more here: Zoho CRM

• Zoho Creator for Agriculture

  Greetings, I am starting to work on  Zoho Creator specifically for the agricultural field, any recommendations, tips or ideas that might be helpful ? Also, if you are interested by any means in working on such project, kindly contact me. The project is

• Custom Print Layout

  I would like to create a custom print layout of a Lead or Contact. Is there a way to do that? What I mean is that if I'm viewing a specific lead or contact I'd like to be able to print or export that lead/contact and only print and/or export certain information.

• Print View

  Nothing happens when I'm in a module , ie; Contacts, and I hit the Print View Button. Even when it does come up and say "loading", nothing loads

• Get Holiday ready with Zoho Mail's Offline mode

  With the holiday season right around the corner, this is the perfect time to get ready to unplug, relax, and enjoy a well-deserved break. In addition to preparing yourself, you can also make sure your organization members are set for their time away from

• Zoho Flow Credits

  Hi , I would like to ask the reason why every time I added plus credit but few days later I will return back to default? (as below I add credit to 3000 but today It change back to 1000) Most important is, when the credit fully used, not any reminder to

• Zoho CRM Kiosk issues

  Firstly this is for a system on the AU servers if that makes a difference. Issues are as follows (For Kiosk): 1. Re-ordering fields in the screen builder is broken. The fields seem to be re-ordering themselves, unless you order everything by moving the

• Zoho Books emails suddenly going to Spam since 11 Nov 2025 (Gmail + now Outlook) — anyone else?

  Hi everyone, We migrated to Zoho Books in July 2025 and everything worked fine until 11 Nov 2025. Since then, Zoho Books system emails are landing in customers’ Spam (first Gmail, and now we’re seeing Outlook/Office 365 also starting to spam them). Impacted

• Zoho Voice lance BYOC (Bring Your Own Carrier) : intégrez votre opérateur

  Pour accompagner sa croissance, une entreprise a besoin d’une infrastructure téléphonique flexible et évolutive. Les solutions de téléphonie s’adaptent aux exigences du centre de contact, tout en intégrant aisément les opérateurs locaux de votre choix.

• Email Template Edits Not Saving

  I can make an edit, click save, and see the blue bar annimation at the top, but the edits don't actually save. Important, because my email templates are now broken and clients are receiving bad emails. Tried on Chrome, Firefox and IE.

• Default Ticket View - Table?

  Guys, We mostly use the table view to queue tickets. Maybe I am missing it - but how can I set that view as 'default" for all our agents? Thanks JV

• Duplicate customers being created in Desk

  Hi I've trying to work out why I've getting duplicated customers being created in my desk. I have an external booking system that generates an email when I get a customer booking a job. A booking email gets sent to Desk where I manage the booking and

• Can I have different users see different pick list values for Potential Stage?

  We have some users focusing on new business and others focusing on existing business, and they follow different sales processes/cycles, so we would like them to see different pick list values for Stage (eventually leading up to Closed Won/Lost in both cases).   And just to keep it interesting - some of these users will of course do a combination, so would need to see one pick list for their New business potentials and a different pick list for their Existing business ones.   Salesforce does this

• Links in Instagram

  Hi there, I have been using Later for a while now but keen to come back to Zoho Social as Later doesn't offer tagging of pages on Facebook but they offer something Zoho doesn't. You can add a link to your bio which opens up your profile feed where images

• Tracking Snippet not working in Zoho Marketing Automation!

  First off, the fact that you have to wait about 12-24 hours for every response is terrible. How are we supposed to conduct business? Second, we have been trying for several days to get the Tracking Code Snippet in marketing automation to work, to no avail.

• email moderation issue when email is sent in the name of a mail group

  Symptom: an email that is sent by a mail group moderator in the name of a moderated mail group is held back for approval. Reproduction: Create a moderated mail group with members and moderators. Allow that mails can be sent in the name of the group (extended

• Is there any way to send an Excel received by email to Dataprep?

  Every day I receive an email alert with an Excel file that I want to process through a Dataprep pipeline. To do this, I need to: -Save the file to disk -Open the pipeline -Run the pipeline -Update the source -Several clicks to select and open the saved

• Recruit paid support?

  Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to

• Using 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 configure

• Add Lookup Field in Tasks Module

  Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (

• Hotmail is blocking the zoho mail IP

  Greetings, Since last Tuesday (5 days ago today) I wrote to Zoho support and I still haven't received a single response (Ticket ID: 2056917). Is this how you treat people who pay for your email service? I am making this public so that those who want to

• Read webpage - MSXML2.ServerXMLHTTP

  I have the following VBA script, put together from various sources (mainly zoho forum/help/support, so it once worked, I guess): private Sub GetListOfSheets() Dim url As String Dim xmlhttp As Object Dim parameters As String Dim html As String range("B1").value

• Zoho Creator Form Search

  I'm new to Zoho Creator and so far i do like it but im shocked there seems to be no easy way to add a search function and/or navigation to there forms as this readily available in every platform i have used in the past. Anyway i have a form which i have

• How to setup DKIM / SPF in Zoho Mail

  Hello there! I'm having a hard time understanding how to setup the TXT records for SPF and DKIM with Zoho Mail. I'm following the instructions here: https://www.zoho.com/campaigns/help/setup-spf-dkim.html Specifically, when it comes to the value for the

• Mass update cant trigger a workflow?

  Hello there, Is this a normal Creator behaviour? In a report, if I manually edit each data row, it will pass those changes to all other reports. However, if I perform a Mass Update on a few data rows at once, the new data is not pushed to other reports.

• Next Page