Zoho CRM Digest
Hello Everyone!
During the final weeks of December, Zoho CRM introduced updates that not only enhanced product capabilities but also offered deeper guidance through Kaizen posts. This section highlights what was released and shared in the last two weeks of the month.
Product Updates:
WorkDrive-Powered File Storage for Existing CRM Users
The WorkDrive-powered file storage experience for Zoho CRM is being rolled out in phases to existing users, following its earlier introduction to new signups. It delivers a modern interface, advanced file management, and more economical storage. The announcement outlines migration steps, notifications, timelines, and answers common questions about availability, access during migration, and existing WorkDrive setups. Explore this post to learn more.
Improved Portal Experience with Template View and PDF Export:
Zoho CRM now offers an enhanced portal experience with Template View support for inventory modules, improved configuration controls across List, Detail, and Create views, and PDF export access for portal users. This update helps clients view and interact with inventory records in a clearer, more familiar format. Visit this post to learn how to configure these options and explore default templates available for portal users.
Create Canvas List View Templates from Images Using Zia
Introducing a new Zia-powered capability that lets users generate Canvas list view templates directly from images like design mock-ups or screenshots. Zia intelligently detects layout elements, extracts text, and maps content to CRM fields to deliver a ready-to-edit Canvas view in minutes. Fine-tune the design, adjust field mappings, and publish with full control, making CRM customization faster and more intuitive. Check out this post to learn more.
Enhanced Kiosk Studio with Client Scripts:
Zoho CRM has enhanced Kiosk Studio to make data capture and record handling more flexible and real-time. Users can now launch kiosks from anywhere using client scripts, create records during live execution with Quick Create, and work with improved GetRecords screens featuring instant loading, pagination, search, filters, and higher selection limits. These updates also extend Kiosk Studio availability to the Standard edition, enabling more teams to build and run kiosks efficiently. Read the post to learn more.
Notes Badge as a Quick Action in List Views
Introducing the Notes badge, a quick action in module list views that lets users view and manage notes without opening individual records. Users can now add, edit, delete, sort, and summarize notes using Zia directly from the list view, with a preview of recently added notes on hover. The update also supports client scripts for notes created from the list view and allows users to hide the badge if needed. Check out the Forum post to learn more.
Enhanced Zoho CRM–Zoho Creator Integration
Zoho CRM rolled out enhancements to its Zoho Creator integration to align with recent platform updates, improving both usability and control. The update introduces a refreshed integration flow, teamspace-based association, multi-developer support, granular user permissions, and environment support for development, staging, and production. Integration ownership is now restricted to Creator app owners, with stricter permission requirements and automatic cleanup of related lists upon app deactivation. Read the post to know more.
Improved Contact Sync Flow in Zoho CRM's Google Integration:
Zoho CRM revamped its Google contact sync to provide greater control, flexibility, and safer testing. Users can now sync up to five modules, including custom modules, through a redesigned three-step setup that supports custom field mapping and default values. The update also introduces automatic Google contact label creation and allows sync testing in sandbox environments before going live. Contact syncing is now based on record ownership and module selection, ensuring cleaner and more relevant data flow. Check out this post to learn more about these enhancements.
Quick Wins:
Trigger Alerts Based on Lookup Field Conditions:
@dale.wilson asked how to trigger an alert when a related record selected via a lookup field meets a specific condition. @Ishwarya SG shared a sample Deluge function to validate the checkbox value in the related module before sending an email, while @Sunderjan Siddharth helped resolve a follow-up error by clarifying the correct function structure to achieve it. Check out the post to learn more!
Preserve Data When Changing Field Types:
@smasih asked whether changing a field in Zoho CRM from text field to URL field would keep the existing data as-is or automatically convert it into clickable links. @Bhoomi Joshi explained that field types cannot be changed directly and suggested creating a new field and migrating data using export–import or a Deluge script, with @Andres and @Ishwarya SG sharing additional guidance. Take a look at the post to learn more.
Moving Imported Contacts Back to Leads
@André Schütte asked how to convert a large set of imported Contacts into Leads. @Ishwarya SG outlined two practical approaches based on when the import occurred, using Undo Import for recent data or a custom button to move records for older imports. Take a look at the post to see the available approaches.
Kaizen:
(Kaizen #221) : Workflow & Actions Reports APIs
This Kaizen walks through how admins and developers can audit, monitor, and govern workflows at scale using Zoho CRM Reports APIs. It covers identifying complex workflows, verifying action execution, tracking webhook health, and analyzing email notification usage through real-world scenarios. Check out the post to learn how to transform your automation from simply being configured to actively monitored and improved.
Kaizen #222: Client Script Support for Notes Related List
This Kaizen explains how Client Scripts can be used to validate, control, and protect notes across modules using supported events and ZDKs. It demonstrates a use case where note edits are restricted based on deal stage and user profile, helping teams maintain accuracy and audit integrity during critical stages. Check out the full post to explore the use case and implementation details.
And with that, we wrap up this year’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 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 numbersFunction #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 justZoho 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 practicalCRM 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
How do I insert a cross-reference link to a different section within one Knowledge Base article using Zoho Desk?
I would like to insert a link within a Knowledge Base article to a different section of that same article. The section I want to link to is formatted with the Heading 3 style and is displayed within my TOC. However, I do not see any way to add a linkProblem Adding Facebook Account
Hi, I'm new here, I'm having trouble setting up my Facebook account as a social channel. I think the issue is down to how my Facebook is set up, which is pretty confusing. I have a personal Facebook account (let’s called it A) which is my main FacebookZoho Desk Teams App is not loading
Hi Zoho Desk support. Need an assistance on the Zoho Desk Teams app. Once I click View Ticket, it isn't showing anything. Kindly refer to attached: ZohoDesk Teams App_View Ticket Error.jpg For our Dashboard, we are still experiencing the same issue. KindlyZoho People - Retrieve the Leave Details - get("LeaveCount")
Hi, Zoho People I need to collect all of an employee's leave requests for the calendar year and check how many half-days they have taken. If I run the script on the query he just modified, I can retrieve the information related to that query and use theMapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually
Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be ableWhich WhatsApp API works seamlessly with Zoho CRM?
I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:Allow people to sign a zoho form by using esign or scanned signature
Allow people to sign a zoho form by using esign or scanned signatureButton to Reapply Filters on Sheet(s)
I wrote a macro that I attached to a button to reapply the filters on all my sheets and it says it works, but it doesn't actually do anything. What is wrong with it? Is there another way? Or even make it work for one sheet? Sub UniversalFilterRefresh()Integrate Multiple ZohoBooks organization with zoho projects
We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to aZoho OAuth Connector Deprecation and Its Impact on Zoho Desk
Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho servicesHow do I add todays date to merge field
I don't see any selection of todays date when creating a letter. Surely the date option of printing is standard? JohnTracking Emails sent through Outlook
All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. ButWhats that
Price?The same Contact associated to multiple Companies - Deals
Hi, I would like to know if there is an option to associate the same contact with multiple companies (two or more) deals, using the same contact details for all. This is because we have contacts who are linked to different companies or branches of thePortals-Adjust Column Sizes
I am trying to adjust the column widths in Portals tabs. Columns that don't need to be wide are wide and longer ones are very short. I thought adding more to the digits box in Edit would widen them, but it doesn't. Anyone know how to adjust these?Add link/button to open approved record from approval list and detail views?
Hi, How do I allow users to click on an approval record and open that submission? For example, userA submits a quotation then userB approves/rejects. They both can see the quotation on "completed task" list & detail views, but there's no way for themrecord submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books
record submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books headermap = Map(); headermap.put("X-ZOHO-Execute-CustomFunction","true"); response_inv = invokeurl [ url :"https://www.zohoapis.com/books/v3/invoices/fromsalesorder?salesorder_id="Prevent editing of a record after getting approved/rejectedr
Hi, I'd like to block any user from editing a record after it was approved or rejected, how can I do that?Formula Field/Campo de Fórmula
Hello everyone, I have a purchase requisition form in which each department submits a request, and the request is automatically routed to the person responsible for that department. In this form, I have several fields with the following link names: Quantidade1,Formatting Problem | Export to Zoho Sheet View
When I export data to Zoho Sheet View, ID columns are automatically formatted as scientific notation. Reformatting them to text changes the actual ID values. For example, 6557000335603071 becomes 6557000335603070. I have attached screenshots showing thisFeature Request - The Ability to Link A Customer with a Vendor
Hi Finance Suite Team, Many businesses buy and sell products from the same companies or individuals. For example, a car sales business may buy a car from a member of the public, and that member of the public may also buy a new car from us. This makesLong table name (sync from Zoho Creator)
Dears, How can I remove the suffix in parentheses? These tables are synced from Zoho Creator and are treated as system tables, so their names cannot be changed. This issue makes the aggregation formulas look awful.[Free Webinar] Learning Table Series - Streamlining incident management process with Zoho Creator
Hello everyone, We’re excited to invite you to another edition of the Learning Table Series webinar. As you may already know, we've moved to a purpose-based approach in the Learning Table Series this year. Each session now focuses on how a Zoho CreatorUnattended - Silent
How can I hide the tray icon / pop up window during unattended remote access for silent unattended remote access?Importing into Multiselect Picklist
Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,Text snippet
There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree thatMarketing Tip #18: Make your online store mobile-friendly to improve traffic
Most online shoppers browse on their phones first. If your store is hard to read, slow to load, or tricky to navigate on mobile, they’ll bounce fast. A mobile-friendly store doesn’t just look nice; it improves engagement, reduces drop-offs, and helps[Need help] Form closed. Please contact your form administrator for further assistance.
https://forms.zohopublic.com/cceinfoifly1/form/CCE2025CCEFocusGroupRegistrationForm2025Fall/formperma/s_8XcLETTbFxZ_TAS4r_W6W5UBl8o5oxEnIX35IBKg4 I checked we didn't exceed the usage limit and form availability is enabled, Please help us enable this formZoho People. Updating TabularData
I am trying to update tabular data in the record. I always have the same response. I have checked many times. Section ID is correct. May be something wrong with request structure itself. Can someone help me. Body content type: form urlencoded query paramsAutomatically CC an address using Zoho CRM Email Templates
Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into ourUnable to Send Different Email Templates for Different Documents in Zoho Sign
Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customerReminder needs 0 minute choice
I most use 0 minute reminders. Every other calender service has this choice. If I create an event in my Android calendar with 0 minute reminder it will change to 5 minute. Please ad 0 as a reminder choice, this should be a 5 minute fix. Thanks.Customer ticket creation via Microsoft Teams
Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app withinIs there a way to update all the start and end dates of tasks of a project after a calendar change?
Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now haveHow to update task start date when project start date changes?
Hi there, When the start date of a project changes, it's important to update the start dates of the tasks associated with that project to reflect the new timeline. Is there a way to shift the start date of all project tasks when the start date of a projectIssue with Picklist Dropdown Not Opening on Mobile
Hello I am experiencing an issue with picklist values on mobile. While the arrow is visible, the dropdown to scroll through the available values often does not open. This issue occurs sporadically, it has worked occasionally, but it is very rare and quiteusing the client script based on the look up filed i wnat to fetch the record details like service number , service rate
based on selected service look up field iwant to fetch the service serial number in the serice form how i achive using client script also how i get the current date in the date field in the on load of the formZoho Books/Square integration, using 2 Square 'locations' with new Books 'locations'?
Hello! I saw some old threads about this but wasn't sure if there were any updates. Is there a way to integrate the Square locations feature with the Books locations feature? As in, transactions from separate Books locations go to separate Square locationsZoho Commerce - How To Change Blog Published Date and Author
Hi Commerce Team, I'm discussing a project with a client who wants to move from Woo Commerce / Wordpress to Zoho Commerce. They have around 620 blog posts which will need to be migrated. I am now aware of the blog import feature and I have run some tests.Does zoho inventory need Enterprise or Premium subsrciption to make Widgets.
We have Zoho One Enterprise and yet we can't create widgets on inventory.Next Page