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

        • Cannot modify colours in invoice email template

          I have tried switching browsers... but I cannot change the (pretty horrible) default colours in the preset email when sending an invoice... the blue banner, red outstanding total and the bright green button... I can change other things but not the colours?

        • Cannot find zpuid for Zoho Projects user

          I'm using the Zoho Projects v3 API to create a task. The task is created successfully, but in order to assign the task owner, the "Create a Task" API also requires the zpuid of the task owner. Unfortunately I cannot find any user-related API calls that

        • Print a document from Zoho Writer via Zoho Creator

          If i use the code below i can get writer to create a new document or email it to me but i want to be able to print it directly from the browser and not have to send it via email and then print. Below is the code im using. Attached options form zoho writer

        • Allow styling for specific Subform fields in Zoho Creator

          Sometimes in forms we need to visually highlight a specific field inside a Subform (for example Sanctioned Amount, Approved Value, Critical Fields, etc.) so that users immediately notice it while entering data. Currently there is no direct UI option to

        • Career site URL - Suggestion to modify URL of non-english job posting

          Hi, I would like to suggest making a few modification to career sites that are not in english. Currently, the URL are a mix of different languages and are very long. It makes for very unprofessional looking URLs... Here is an example of one of our URL

        • 3/18 オンライン勉強会のお知らせ Zoho ワークアウト （無料）

          ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 3月開催のZoho ワークアウトの開催が決定しましたのでご案内します。 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/BoNTN7zYR8OvOPGShqBY0A ━━━━━━━━━━━━━━━━━━━━━━━━ 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指すイベントです。

        • New 2026 Application Themes

          Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement position

        • Placeholder format in Number field does not reflect Max Digits configuration

          When the Max Digits (Maximum digits of number) property is set to a smaller value (for example, 2 digits), the placeholder in the input field still displays a 7-digit format (#######). The same behavior can also be observed in Decimal and Currency field

        • How does SKU work when selling products in parts in Zoho Inventory

          Hello everyone, Zoho Inventory does not understand the physical cutting of the piece.. It only tracks quantities of the unit (like feet ). So when you sell part of an item, the system simply reduces quantity for that SKU. Assume that i have a 50 ft long

        • CRM Cadences - working timesThe Friday afternoon? The next Monday morning? Not at all?

          I think I’m writing saying that cadence emails are only sent during the organisations set working hours in CRM. So if a particular email is set to send for example in three days and that lands on a Sunday (when working hours are not operational) when

        • CRM Cadences - working times

          I think I’m right in saying that cadence emails are only sent during the organisations set working hours in CRM. So if a particular email is set to send for example in three days and that lands on a Sunday (when working hours are not operational) when

        • Push Notification for New Bookings in Zoho Bookings App

          when a someone schedules an appointment through the booking page, is there any option to receive a push notification in the mobile app?

        • Intergrating multi location Square account with Zoho Books

          Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.

        • 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.

        • Zoho Desk View Open Tickets and Open Shared Tickets

          Hi, I would like to create a custom view so that an agent can view all the open tickets he has access to, including the shared tickets created by a different department. Currently my team has to swich between two views (Open Tickets and Shared Open Tickets).

        • Clone Banking Transaction

          Why is there no option to CLONE a Transaction in the Banking module?? I often clone Expenses (for similar expense transactions each month) so I would also like to clone Income transactions. But there is no option in Banking to clone an existing Income

        • Zoho Expense - Bi-Weekly Report Automation

          Hi Zoho Expense Team, My feature request is to please include an option to automate creation of reports bi-weekly (every 2 weeks)

        • Application Architecture in Zoho Creator: Why You Should Think About It from the Start

          Many companies begin using Zoho Creator by building simple forms to automate internal processes. This is natural — the platform is extremely accessible and allows applications to be built very quickly. The challenge begins to appear when the application

        • Arquitetura de Aplicações no Zoho Creator: Por que pensar nisso desde o início

          Muitas empresas começam a utilizar o Zoho Creator criando formulários simples para automatizar processos internos. Isso é natural — a plataforma é extremamente acessível e permite construir aplicações rapidamente. O problema começa a aparecer quando a

        • Dark Mode - Font Colors Don't Work

          When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.

        • How to Customize & Reorder Spaces in Zoho One 25 (Spaces UI) — Admin Tips Not in the Docs

          Hey Zoho Community, After digging around in the new Spaces UI, I found a couple of admin features that aren't well documented yet but are really useful. Sharing here in case others are looking for the same things. 🔁 How to Change the Default Space Users

        • System Components menu not available for Tablet to select language

          I have attached a screenshot of my desktop, mobile, and tablet menu builder options. I am using 2 languages in my application. Language Selection is an option under the System Components part of the menu, but only for my desktop and phone(mobile). My

        • Approvals in Zoho Creator

          Hi, This is Surya, in one of  my creator application I have a form called job posting, and I created an approval process for that form. When a user submits that form the record directly adding to that form's report, even it is in the review for approval.

        • How Zoho Desk contributes to the art of savings

          Remember the first time your grandmother gave you cash for a birthday or New Year's gift, Christmas gift, or any special day? You probably tucked that money safely into a piggy bank, waiting for the day you could buy something precious or something you

        • Estimate PDF Templates - logo too large

          Hello, I cloned a standard estimate template, but my logo is showing up much larger than intended. This doesn’t happen with the standard invoice template, where the logo displays correctly. How can I adjust the logo size in the estimate template? Thank

        • Select CRM Custom Module in Zoho Creator

          I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?

        • Invoice emails not sending but reminders are

          I am a new user. I have been creating some dummy invoices before I go live and have struck a block. Emails for the invoice are not being recieved by the recipient, however, when I send a reminder for the same invoice the email is sent. NOTE: I have checked

        • Deleted account recovery

          I ended up accidentally deleting our Zoho invoice account while trying to work something out. Emailed support for recovery and restoration of the deleted account, if possible, but they responded by saying they can't find an account associated with that

        • Devis et factures multipage coupées

          Bonjour, je suis sur Zoho invoice et je rencontre un problème sur mes devis et factures lorsqu'ils dépassent 1 page. je me retrouve souvent avec des lignes coupées ou le sous total page 1 et le total page 2. j'aimerai savoir s'il existe une possibilité

        • 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");

        • Zoho Meeting - Feature Request - Introduce an option to use local date and time formating

          Hi Zoho Meeting Team, My feature request is to add an option for dates to be displayed in the users local format. This is common practice across Zoho applications and particularly relevant to an application like Zoho Meeting which revolves around date

        • Cannot give public access to Html Snippet in Zoho Creator Page

          Hi, I created a form in Zoho Creator and published it. The permalink works but I want to override the css of the form. (style based URL parameters is not good enough) So I created a page and added an Html snippet. I can now override the css, which is

        • How can Outlook 365 link back into Zoho Projects so meetings and events in Outlook calendar show in Zoho?

          We use Outlook 365 for our emails and diaries and have integrated Zoho Projects with Office 365. One challenge we face is getting Zoho Projects to recognise when we have meetings and events in Outlook and not allow project managers to assign tasks over that period. Is there a way to resolve this? Thanks

        • On Edit Validation Blueprint

          Hello, I have a notes field and a signature field. When the Approve button is clicked, the Signature field will appear and must be filled in. When the Reject button is clicked, the Notes field will appear and must be filled in. Question: Blueprint will

        • Zoho Invoice en Navarra (Spain)

          Hola, ¿Alguien usa Zoho Invoice en la Comunidad Foral de Navarra? En Navarra tenemos un sistema tributario diferente y no aplica Verifactu (la Hacienda Foral de Navarra ha anunciado su alternativa, NaTicket, pero no ha informado cuándo entrará en vigor).

        • Emails from Zoho are getting blocked due to Zoho IP address being blacklisted

          This is the info I got from my hosting provider – please address this issue immediately. I don’t expect this from such a big household name. Every single invoice I have sernt it not being received by my clients, all being blocked. All of a sudden. As

        • agentid : Where to find?

          I've been looking around for this agenId to check for the total ticket assigned on a specific agent url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=351081000000155331&agentId=35108xxxxxx132009&field=statusType,status" type :GET

        • Zoho DataPrep integration with OpenAI (beta)

          We are thrilled to announce Zoho DataPrep's integration with OpenAI. The public beta roll-out opens up three features. Users who configure their OpenAI Organizational ID and ChatGPT API key (Find out how) will be able access the features. The features

        • AI Bot and Advanced Automation for WhatsApp

          Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:

        • Setting total budget hours for a specific project

          Hi there, I work on a lot of projects that have fixed budget hours. Is there a way to enter the total budgeted hours so i can track progress and identify when hours have been exceeded. I see in the projects dashboard there is a greyed out text saying

        • Next Page