Zoho CRM Community Digest - September 2025 | Part 2

Zoho CRM Community Digest - September 2025 | Part 2



Hello Everyone!  Mid-September vibes: fresh tips, smart hacks, and practical Zoho CRM updates all in one place.  Let’s dive in.

Product Updates:

The All-New Address Field!

The new Address field type makes it easier to capture complete addresses in one structured field, replacing the need for multiple fields like street, city, and state, and reducing free-text entries. It brings together all key components such as country, city, street, zip code, and coordinates into a single organized field, while still allowing users to filter, search, and report on each part individually. The field includes built-in global country and state sets, automatic dependency handling, and validation preferences to maintain data accuracy. This feature is currently available for IN DC. Read the post for detailed information on this update and follow to stay informed about the upcoming DC-specific rollout.

 

Profile-Based Control for Microsoft Office 365 Integrations!

Admins can now manage who can enable Microsoft integrations for Calendar, Contacts, and Tasks in Zoho CRM with new profile-based permissions. Previously, all users could activate these integrations regardless of their role, resulting in limited administrative control. With this update, admins can enable or disable Microsoft sync access at the profile level, ensuring only authorized users can connect and manage data between CRM and Office 365. This enhancement is available across all paid editions except CN DC. Read the full post for configuration details, permissions overview, and detailed screenshots.

Enhancement in Canvas!

Canvas now includes a Grid component with uniform cells as reference points for placing images, text, and data, keeping layouts proportional and consistent with less manual adjustment. It maintains visual balance through gutter spacing, and breakpoint widths help ensure responsiveness, including support for nested grids. A new Tab Focus Direction setting also lets you control whether the cursor moves left to right or top to bottom when tabbing through fields, making navigation more intuitive. Check out the full post for details and videos.


Quick Wins: 

Quick Access to Campaign-Linked Deals!

@David M wanted a “Show my campaign’s deals” button that opens the Deals module already filtered to the deals related to the specific Campaign record, and yes, it’s feasible with some setup. @Haiku Technical Support confirmed it can be done by passing filter parameters through a Client Script button, a Custom Related List link, or a Widget. This lets users viewing a campaign jump straight to all related deal records tied to that campaign, avoiding the limitations of the related list. Check out the post for the implementation ideas.

 

No More “Variable Type” Errors!

@Brady ran into a common issue while trying to auto-update Event fields, an error caused by mismatched variable types. The fix, shared by @Hugh Marshall, is simple. Just map your fields correctly using the # key to insert dynamic values. If you face a similar error, this small step can help resolve it quickly. Take a look at the post for details!

 

How to Build Reports with Multiple Child Modules?

@Jules wanted to know if it’s possible to create a CRM report or chart that includes two child modules under the same parent. While CRM doesn't allow linking multiple child modules directly in one report, @Haiku Technical Support suggested creating the two reports independently and then joining them when saving the second report to achieve this. Jules appreciated the solution and planned to try it out. Check out the post to see the full solution shared by Haiku.

 

Developers Corner: 

Load PO Date Field with Current Date in Zoho CRM

While automating Purchase Orders, @Ruben ran into common date format errors in Deluge, like “UnParsable date” and “INVALID_DATA.” Thanks to @Rodger for pointing out the issue with incorrect formatting, the fix was simple: use zoho.currentDate.toString("yyyy-MM-dd"). This highlights how crucial it is to use the proper ISO date format when working with dates. Check out the post for details!

Quick Ways to Create Leads from Dashboard!

@Travis wanted to know if it’s possible to add a “Create Lead” button directly on the Zoho CRM Dashboard instead of navigating to the Leads module first. Community experts suggested a few efficient workarounds: using the Quick Create option to add leads from any page, setting up a Kiosk button on the CRM Home page for instant access, or leveraging Client Script Commands to assign a keyboard shortcut that opens the lead creation form directly. This is especially handy when capturing info during live calls. Check the post for details on each method!


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!

    • 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

      • Product Updates in Zoho Workplace applications | November 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this November. Zoho Mail Format comments easily using Slash Commands With Slash commands, you can easily format text, insert

      • Right-Click Pipeline to Open in New Tab

        Please add the ability to right-click on a pipeline to open it in a new tab

      • Adjusting Physical Inventory

        Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be

      • I need to Record Vatable amount and non vatable amount separately in zoho books in a single line

        I need to Record Vatable amount and non vatable amount separately in zoho books in a single line give me the customisation option and in invoice copy to customer the total amount should be inclusive 5%vat and no need to show the vatable and non vatable

      • sync views to sheet

        Im looking to sync my views aka reports in analytics to zoho sheets, when data is updated in analytics it also should be updated in sheets, till now zoho sheets only offer raw data connection and it is not enough as these reports are difficult to re-do

      • How to update the Status in a custom module?

        Hi, I have a custom module "cm_payment_registry" in Billing, I am trying to change the status which is "Draft" with: array = {"custom_status":"Approved"}; zoho.billing.update("cm_payment_registry",organization.get("organization_id"), XXXXXXXXXXXXXX, array,"connectionname");

      • Opening balances - Accounts Receivable and Payable

        Our accounting year starts on 1st August 2013 and I have a Trial Balance as at that date, including Accounts Receivableand Accounts Payable balances, broken down by each customer and supplier. Q1 - do I show my opening balance date as 31st July 2013 or

      • Replace Zoho Invoice with QuickBooks

        We are implementing Zoho FSM for a cleaning business in the US with 50+ field workers. This business has been using Quickbooks for accounting for decades and will not migrate to Zoho Books. A major issue in the integration is the US sales tax calculation.

      • 2025 Highlights: A Year of Steady Progress and Significant Developments

        As we come to the end of 2025, let's take a moment to reflect on the significant progress and developments we've made to improve your travel and expense management. In the Spotlight Introducing Online Booking (US edition only - Early access) Enable online

      • Function #42: Show the actual rate of items on invoices

        Hello everyone, and welcome back to our series! In Zoho Books, you have the ability to create Price Lists, wherein you can mark up and mark down the item rates by a specific percentage or set custom rates. Generally, when you apply a price list to an

      • Ability to Set Text Direction for Individual Cells in Zoho Sheet

        Dear Zoho Sheet Team, We hope you are doing well. We would like to request an enhancement in Zoho Sheet that allows users to set the text direction (right-to-left or left-to-right) for individual cells, similar to what is available in Google Sheets. Use

      • Warehouse fast processing

        Hey guys, would anyone be interested in something like the attached image ? If there's any interest I'd be willing to develop it further for others to use, it's much faster than using Zohos native solutions, it can part pack, pack in full, part ship,

      • Can I create a CODE 128 custom field for my items in Zoho Inventory and then use it for generating Sales Orders?

        Can anyone helps me, I don't want to use the SKU code for scanning my products.  ​Because all my products have a CODE-128 label attached.

      • Start/Stop Timmer in Chrome Extension

        The chrome extension is great and allows you to do allot however one of the most common things employees working on projects need to do is track their time. Having an easy start/stop timer to track time would be great.

      • Invalid collection string

        I haven't changed anything in one of my functions. I'm trying to run it manually and suddenly "Invalid collection string" appears. My code has 6 lines and the error says that the error is on 7th line. Why? What does this error mean? Nothing has been changed

      • Zoho Directory 2025: New Features | Security Enhancements | Enriched UI

        Hello everyone, Greetings from the Zoho Directory team! 2025 has been a highly successful year for Zoho Directory. We are delighted to introduce a fresh set of features, an enriched UI, and major product enhancements. These updates aim to deliver a smoother

      • zoho people 5 report

        How do I customize my report in Zoho People Report? I understand that I can get the results of multi-table queries through SQL join statements, but I don't know the relationship between each table. I tried to create a report using Attendance User Report

      • Leave Report Emailed Weekly

        I am wondering if someone knows how to have a report generated either weekly or monthly or both for department heads and ownership of upcoming employee leave. For instance, it would be nice to get an emailed report on Friday for the upcoming week of who

      • Zoho Flow Decision Continuing Despite Not Meeting Conditions

        I have a picklist field called Lead Status in the leads module, with the following lead Statuses: New Lead Attempted Contact - 1 Attempted Contact - 2 Attempted Contact - 3 Attempted Contact - 4 Attempted Contact - 5 Attempted Contact - 6 Attempted Contact

      • Tip #55- Accessibility Controls in Zoho Assist: Exploring Vision Settings- 'Insider Insights'

        As we approach the end of the year, it’s a good moment to reflect on how we can make our tools more inclusive and easier to use for everyone. Remote support often involves long hours in front of screens, varied lighting conditions, and users with different

      • Zoho Recruit Slow and Freezing on all screens

        We have had an issue with Zoho Recruit for weeks being extremely slow and at times freezing.  We have 100 mega internet, and I went into each computer and updated the virtual memory so there is more available.  Also restarted all computers daily.  Still having the issues.  Almost unable to work.

      • Credit Management: #2 Configuring Right Payment Terms for Credit Control

        Think about the last time you ordered something online and saw that little note at the checkout, "Pay on Delivery" or "Pay later". It's simple, but it actually sets the tone. As a business owner, you know exactly when payment is expected. Now, imagine

      • Dependent (Conditional) Fields in Zoho Bookings Forms

        Hello Zoho Bookings Team, Greetings, We would like to request the ability to create dependent (conditional) fields in Zoho Bookings registration forms. Current Limitation: There is currently no way to make one field’s available options depend on the value

      • Bug Report: Search fails to find existing notes after Evernote import

        Hello, I recently migrated from Evernote (~2600 notes across 23 notebooks), but the search functionality is currently broken. The Issue: I can manually browse to a specific note and see it exists. However, when I type the exact or partial title of that

      • Marketing Tip #13: Win repeat customers with post-purchase emails

        The relationship with your customer doesn’t end after the sale; that’s when it begins. A thoughtful post-purchase message shows customers you appreciate them, keeps your brand top of mind, and can even lead to another sale. You can thank them, ask for

      • Zoho Form

        I have problem with Zoho Form. One of form i don't received the PDF version. Others okay except this one. W904533

      • Create & Update Zoho Vault Passwords via Zoho Flow

        Hi Zoho Flow / Zoho Vault Team, We’d like to request an enhancement to the Zoho Vault integration in Zoho Flow. Current Limitation: At the moment, Zoho Flow supports only the following selected Zoho Vault actions, such as: Fetch passwords, Share passwords

      • Custom Related List Inside Zoho Books

        Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");

      • Migrate different zoho subscription to zoho one

        Dear We have different zoho subscription we need to migrate it to zoho one. Currently we are paying for zoho email, zoho expense, zoho payroll etc under different admin We need to move it too zoho one flexlible plan for all my employees

      • Features, Feedback and Votes

        We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise

      • Payment system for donations management

        I manage an organization where we receive donations from payers. Hence, there is no need to first create invoices and then create payments received against the invoices. What are the recommended best practices to do this in ZohoBooks?

      • There Might Be A Glitch in Determining If A String Represents A URL

        I suspect there might be a glitch in determining if a string represents a URL or not. For example, I cannot embed the following URL. Perhaps the exclamation mark or parentheses are the culprit? https://en.wikipedia.org/wiki/How_the_Grinch_Stole_Chri

      • Customer Management: #4 Enhance Customer Journey

        When Neha started DefineOps, a growing IT support and consulting firm, most of her work was straightforward. A client would sign up for a free version, decide whether the service works for them, and then either continue or discontinue. Billing was simple,

      • Android app sync problem - multiple devices have same problem

        Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and the

      • Marketing Tip #1: Optimize item titles for SEO

        Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly

      • Territory Assignment Issues (Lead to Account + Contact)

        1. Lead → Account & Contact Territory Assignment on Conversion A Lead is automatically assigned one or more territories using a workflow and Lead Assignment Rules. This works as expected, and we are able to assign multiple territories to a Lead automatically.

      • Marketer's Space: Proven tips to improve open rates – Part II

        Hello Marketers! Welcome back to another post in Marketer's Space! We're continuing from where we left off a fortnight ago. We ended the previous post discussing the subject line, and we'll continue from there. Let's dive right in. Pre-header Pre-header

      • SQL Table slowed to a crawl

        Hi all - I seem to have noticed an update. Now whenever I am typing in the script field for the SQL tables there is a huge delay and it is all very slow. This has never been the case for me in over 5 years of using Analytics - I really hope it's fixed

      • Deluge Events/search API works in user environment but not in sandbox – why?

        I am creating an Extension for Zoho CRM using Zoho Sigma Platform I’m using the following Deluge code to search Events in Zoho CRM based on Start_DateTime: criteria = "(Start_DateTime:greater_than:2025-12-20T00:00:00+00:00)"; url = "crm/v8/Events/search?criteria="

      • Ensure Consistent Service Delivery with Comprehensive Job Sheets

        We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on

      • Next Page