Zoho CRM Community Digest - August 2025 | Part 2

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!




      • 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

        • What's New in Zoho POS - October 2025

          Hello everyone, Welcome to Zoho POS's monthly updates, where we share our latest feature updates, releases, changes, and more. Let’s take a look at how October went. Process returns for refunds, exchanges, or offer store credit Returns and exchanges can

        • Loan and purchase

          My husband is lending me mobey to buy a vehicle intersst free ... I need to know how to record the cash receipt and how I pay it back... the money is for a vehicle do I just post the invoice for that as I normally would usung the loan money to pay for

        • Zoho Connect Module in Zoho Trident

          Hi I really like where Zoho Trident is going. Having Mail and Cliq in one place is especially powerful. However, Zoho Connect really needs to be included to make this a true communication and collaboration hub. I would like to request that Zoho Connect

        • Zoho FSM API Delete Record

          Hi FSM Team, It would be great if you could delete a record via API. Thank you,

        • Feature enhancement: Highlight rows based on a cell value

          Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw

        • File Field Validation

          Hello all, We are tracking our customer NDA agreements in our CRM and have created 2 fields to do so, an execution date field and a file upload field. I want to create a validation rule to ensure that when the execution date field is populated that the

        • 100 record view limitation

          I have just migrated from another CRM and am starting in ZOHOcrm with over 5000 contacts. It seems that my searches and sorts are limited to 100 live records....or am I missing something. This seems to be very limiting...in a lot of scenarios (mass email,

        • Fillable template with dynamic tables?

          Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figure

        • ZUG Meet-ups are back - Across India (December 2025)

          The Zoho User Group (ZUG) meet-ups are back, and this time, we’re travelling across India to reconnect with our amazing community! From Chennai to Delhi, Bengaluru to Mumbai, we can’t wait to meet you all in person and talk everything Zoho SalesIQ, automation,

        • Categorise Attachments

          We take ID, proof of address, right to work documentation and more.  I can upload a single file in to field, but we often receive multiple files for each category e.g. someone may send a separate file for the front and back of their national ID card.  My team don't have time to manipulate the files in order to upload them as a single file. The options, as far as I can tell, would be to create additional fields on attachments in order to categorise what the file is, or to be able to upload single

        • Scheduling a meeting for just a 1:1 phone call

          My business is B2C and many of my customer's don't want to engage in an online meeting for what can be handled in a regular phone call. I am trying to create a new meeting invitation, but there is no venue optoin for "phone call". How are other's handling

        • Need more details on API Usage Dashboard

          Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there

        • Power of Automation:: Automating SLA Timelines for First Response & Resolution for Issues module.

          Hello Everyone, Ever wished SLAs could update automatically based on issue severity i.e no manual tracking, no missed timelines? That is exactly what one of our customers, Alex, wanted to achieve in the Issues module. So, we have setup a simple automation

        • Finding missing records

          I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve

        • Power of Automation :: Quick way to associate your Projects with Zoho CRM

          A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

        • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

          Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.

        • Tables improvement ideas / features

          Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one

        • Can I add Conditional merge tags on my Templates?

          Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

        • Move orders scan ISBN

          Hi We have ISBN setup to be searched in items zoho but move orders dissent recognize the ISBN is there q missing configuration? regards, JS

        • What's New - October 2025 | Zoho Backstage

          Hey everyone! We’ve been busy rolling out a host of upgrades for Zoho Backstage. While some major features are still going through final rounds of testing to make your event experience smooth as butter, here’s what was new and improved in October 2025.

        • Zoho Analytics - Feature Request For Time Based Data Source Fetch

          Hi Analytics Team, I have a client using Zoho CRM and they want a weekly report at 4:30pm every Friday, emailed to the sales team showing a pie chart of Closed Won Deals for that week. This is easy to achieve in Analytics but not so easy to ensure the

        • Updating custom fields in Zoho Projects

          Hi I am wondering if anyone has experience with custom fields in Zoho Projects. I am struggling to update the field using either deluge or the api endpoint. My code is: //custom_Map = map(); custom_Map = {"UDF_DOUBLE_1":"0.27"}; update_Map = map(); update_Map.put("custom_fields",custom_Map.toList());

        • Issue in Zoho People Regularization – Incorrect Hour Calculation

          I have noticed that when applying attendance regularization in Zoho People for previous dates, the total working hours are not calculated correctly. For example, even if the check-in is 10:00 AM and check-out is 6:00 PM, the system shows an incorrect

        • Zoho People Attendance Regularization – Wrong Total Hours Displayed

          While using Zoho People, I observed that the attendance regularization is showing wrong total hours when applied to past dates. For example, if a check-in is added at 10:00 AM and check-out at 6:00 PM for a previous date, the system sometimes calculates

        • Add Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)

          Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,

        • AI generated meeting notes associated to Account or Deal

          As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the ability

        • Subform Disabled Fields Should Remain Disabled on Edit/View

          Currently, when we disable a subform field using on user input or on add new row, it works perfectly during the initial data entry. However, when the record is saved and reopened for viewing or editing, these disabled fields become editable again. This

        • How do you print a refund check to customer?

          Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

        • Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)

          Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,

        • What is Resolution Time in Business Hours

          HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance

        • Good news! Calendar in Zoho CRM gets a face lift

          Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

        • Hide "Section" headers when using a form as a subform in "List view"

          When using a form as a subform and setting the "View Type" to "List View" it is not possible to hide the section headers. This can become an issue if I have a section which is not applicable to this subform and I hide the fields within that section and

        • Users Name & Email in Reports

          Hi, I would like to show the Users Name from their Zoho Acount in All Entries/Reports as well as the current Account Email. Thanks Dan

        • Add additional field to quick search results

          IN the advanced search, we can add any field to the columns. In the regular search results (before you press enter, there is no option to modify the results. It would be super useful to include a custom field where it currently displays the pipleine

        • Books API Receiving an Error that Doesn't Make Sense when Creating Credit Note - trying to use 'ignore_auto_number_generation' argument

          Hello, I'm working on a newly created routine and I'm getting an error that doesn't make sense when trying to create a new Credit Note. Here is my POST request. Endpoint: https://www.zohoapis.com/books/v3/creditnotes?organization_id=########## Body:     {

        • Bug Report and Suggestions for Improvement in Zoho Applications

          Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho

        • Need Help: Updating Related Records via Subform Entries in Zoho Creator

          Hi everyone, I’m trying to set up a workflow in Zoho Creator where each row in a subform updates related records in another form automatically. Here’s the situation: My main form (e.g., “Receipts”) contains a subform where each row selects a related record

        • Zoho Desk - Community - Customer Portal - Description Field UX Improvement

          Hi Zoho Desk Team, As a prolific user of Zoho Cares Community, I find it very frustrating that I cannot increase the size of the Description box (this one which I am typing this message). Many apps with multi line text fields have a small handle in the

        • Add the same FROM email to multiple department

          Hi, We have several agents who work with multiple departments and we'd like to be able to select their names on the FROM field (sender), but apparently it's not possible to add a FROM address to multiple departments. Is there any way around this? Thanks.

        • Can I change the format of the buttons in the email templates?

          Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doing

        • Next Page