Zoho CRM Community Digest - June 2025 | Part 1

Zoho CRM Community Digest - June 2025 | Part 1




**We offer both video and written formats, take your pick and jump in.**




CRM FOMO is real.   

You could be doing everything right and still miss the beat. That’s where we come in.

Zoho CRM Community Digest!

 

Every two weeks, we bring you the insider scoop on all things CRM: brand-new features, time-saving tips, clever workarounds, forum gems, and posts you wish you had seen sooner. And the best part? If you have been active in the forums, you might see your name in the spotlight. Yes, we are watching!

So, are you ready to see what everyone’s been talking about?

Product Updates

Chart View is now in CRM modules!

Visualizing data used to mean switching tabs, requesting access, and setting up components in the Analytics tab. Now, with Chart View, anyone with access to the module can create visual charts directly within it. You can group fields, switch between chart types in real-time, and gain insights without leaving the module. Plus, you can publish charts, share them, and even print them. Want to know more? Read the post.

Introducing Grid View in Zoho CRM!

Grid View, a spreadsheet-style layout inside modules, lets you view, edit, and manage multiple records in a grid format. You can edit cells directly, instantly updating the record, approve records, and even create new ones, right from the module's list view. Check the announcement post, loaded with videos, to learn more.

Timeline View is now in CRM modules!

Timeline View gives you a visual way to manage your records over time inside CRM. You can now see your records laid out over time with start and end dates, across standard and custom modules. As Ivan Staykov puts it, "For us, this is a phenomenal improvement, well done!".  Additionally, you can color-code by field, apply filters, and understand task duration and progress at a glance. Explore more about it in this post.


Split View is now in CRM modules!

Tired of scrolling through one long list or constantly switching filters? Split View lets you create separate categorized sections within the same module, almost like stacked mini-tables arranged separately based on a field value. For example, a sales manager can categorize Account records by revenue tiers and instantly view high-value accounts without navigating away.

You can expand or collapse each category, sort records within them, and compare data across groups, all in a single view. No need to switch tabs or create separate views, as Switch View enables it all seamlessly.

 

Check out the announcement post for a full breakdown and detailed use cases.


Keep your Sales Journey in Path Finder!

If you haven’t checked your Path Finder reports lately, your default Sales Journey setup might be cleared soon. Now, you can keep it safe by clicking the Retain button in the Path Finder. Make sure you do it before July 15, 2025, to keep your journey, stats, and logs intact. Take a look at the post to learn how to do it.

Webinar integration now works in CRM Sandboxes!

You can now safely test your Zoho Webinar setup in the sandbox without impacting live data or sending real emails. Admins can integrate and configure webinars (user access, reminders, registrant sync, polls, reports), test registration flows via the Campaigns module, and once you've confirmed that the integration works correctly in the Sandbox, you can proceed to deploy it into production. Read the post to learn more!

Upsert operation: Preserve your timeline integrity

Migrating data from a legacy system to Zoho CRM is critical, especially for preserving historical timelines. Previously, missing data meant having to repeat the entire migration to preserve the timeline's integrity, a time-consuming process with large data sets. Now, with the Upsert operation, you can update or insert missing records without affecting the original chronology, all while keeping your original logs safe. Curious how it works? Find out more in the post.

Rich text and image uploads are now in the Zoho CRM Mobile app!

Zoho CRM Mobile app just got a whole lot richer! iOS users can now format multi-line fields with bold, italics, colors, links, and even emojis, using a built-in toolbar. You can also upload up to 10 images per record on both iOS and Android. View field tool tips added in the Zoho CRM web version directly in the iOS app. Both static tool tips (text inside the field) and info tool tips(shown as an info icon) are supported. Check the announcement post, complete with screenshots, to learn more.

New updates in CPQ make quoting even easier!

You can now set up dynamic actions in the Product Configuration that adjust values based on other products added in the quote. Plus, quickly clone existing Product Configurations and Price Rules instead of creating them from scratch. Read the full post to learn how it works.

Community Discussion Highlights!

This time, it’s all about smart fixes and developer know-how. From client scripts to API workarounds, the community shared some solid solutions. We’ve grouped them into Quick Wins, "Client Scripts and Functions", and Developer's Corner, so you can jump right in.

Quick Wins:

Migrating Salesforce emails into CRM?

@Christinemanickum wanted to bring their email history from Salesforce into Zoho CRM, but there’s no direct import option. @Max Tyack jumped in with a clever workaround that made it possible. Curious how the email records were moved smoothly? Check out this post to see Max's suggestion!

Client Scripts and Functions:

Making file upload fields mandatory

While there’s no direct way to mark file upload fields as mandatory through layouts or Blueprints, @Haiku Technical Support  guided @Arbaz with a workaround using client scripts on the edit page. Check out this post for the code and full discussion.

Filtering by multiple lookup fields in COQL

Learn how to build a COQL query that includes conditions on multiple lookup fields. Check @Haiku's tips to understand how @sima fixed the syntax issues in their query. Check out the post for the tip!

Matching Deals with quarterly records by date range

@Annya needed to look up a record from a custom module based on the Deal’s Closing Date falling within a Start and End Date range, and then update the Deal with that record’s Quarter Code. @Ishwarya SG stepped in with a  Deluge function that used COQL to fetch the right record and update the Deal automatically. @Bhoomi Joshi also shared a helpful COQL example for dynamic date-based lookups. And the best part? It worked. Check out the full post for the code and other details.

Developer’s Corner:

Get Deals by Territory with Zoho CRM’s Get Records API

Check out @Hugh Marshall's response in this post to understand how you can retrieve records in a specific territory using the Get Records API. @Catherine tried to filter a Deluge query by territory, but since COQL does not support that filter, Hugh suggested this API-based approach. Check out the post for the code and more details.


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!





        • Recent Topics

        • Is there a way to map complex product variants from Magento into Zoho CRM without losing SKU-level details?

          Hi everyone, I’m working on a Magento-based store that uses highly detailed product variants, and I’m struggling to map them into Zoho CRM without losing SKU-level details. The problem is that variants often collapse into single entries, which affects

        • how to create view in leads module to that will show all leads + converted leads?

          is it possible to make custom view that combine all leads + converted leads? how to do that

        • Deal Stage component/widget/whatever it is... event

          Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,

        • Reply and react to comments

          Hi everyone! We're excited to bring to you a couple of new features that'll make your sprint process simpler. A cloud application brings with it an array of social media features that can be efficiently used in your organizational setup. As an agile scrum

        • Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

          Zoho CRM For Everyone is now officially available to all customers, and the Early Access Program has come to a close. We want to extend our sincere thanks to everyone who participated in the program. Your valuable feedback played a key role in shaping

        • Avalara Sales Tax integration - AVATAX

          Just wondering if anyone else is having troubles with this integration?  Seems as though Avalara changed their billing process, unbeknownst to Zoho, and now ALL transactions are counted by Avalara, not just transactions in a taxable jurisdiction.  This caused a huge price adjustment billed to us by Avalara within a month of us signing up.  And Avalara is not cheap to begin with! Avalara has been great in waiving that increase, but there seems to be no fix.  Zoho is aware of the problem, but slow

        • Invalid value passed for description

          Dear Sir, When I am entering the purchase bill , the following message showing "Invalid value passed for description" what should I do ? I am attaching screenshot. With Regards, Harish harish@cracku.in 7978841636

        • Zoho Creator - 2024 Release Projection 1

          Hello everyone! As we enter 2024, we'd like to extend our warmest wishes for success and prosperity. Your fantastic response to our Product Roadmap page last year has been incredibly motivating. Continuing on this path, we're excited to share a glimpse

        • Automation Assistance for Zoho Form Integration and Workflow

          Hi, We are currently using a Zoho Form to send out our Global Credit Application and would like to automate the process further. Specifically, we’d like the ABN number submitted through the form to automatically populate the GST/VAT Number field in Zoho

        • COQL does not return queryable value if the result set is empty

          See linked video for running code illustration of the problem: https://workdrive.zohoexternal.com/external/d49bb40033b43b288d56fdf843095b7c65b28391d3ec5d09c854f416d853003d Moderation update: We are appending the comment that was removed, to add context

        • Zoho CRMでの商談の管理のしかたについて初歩的な質問です。

          先月からZoho CRMを試験的に導入して運用しています。 商談の管理（運用？）の仕方について教えてください。 商談の数が増えてくると、ダッシュボードの「ステージ別進捗状況」にどんどん過去の商談が蓄積されてくると思うのですが、 現在動きのあるものを中心に確認したくなる気がします。 そのあたりについては、どのように運用が一般的なのでしょうか？ アドバイスいただけるととてもありがたいです。 よろしくお願いします。

        • Composite Items & Purchase Orders

          The Composite Item is great way to bundle different products and services into a single line and sell it as a single line item in Estimates, Sales Orders and Invoices. However, on the other side - i,e,. Purchasing - this item creates quite a bit of a

        • using custom function is it possible to update the created by field in Zoho Crm custom module

          using custom function is it possible to update the created by field in Zoho Crm custom module

        • Slow Sloww Slowwww Responses

          Good day, Has anyone been experiencing slow responses from support? Since Thursday I migrated my Whats app to Sales Iq and I had to synch with Social to get the otp they were sending. Apparently What's app can't be automatically added so I reached out

        • You have exceeded the maximum number of attempts for this action. Please retry doing the same in 30 minutes.

          When one of Zoho Books user tries to select a vendor, recording a new bill, these message appears: You have exceeded the maximum number of attempts for this action. Please retry doing the same in 30 minutes. Other user, at the same time, but different

        • Enable Conversation Context Retention for SalesIQ Answer Bots

          Hello Zoho SalesIQ Team, We hope you are doing well. We have noticed that SalesIQ bots currently fail to maintain conversation context in Hebrew. For example, when we follow up on a previous answer or ask for clarification in Hebrew, the bot either provides

        • Automatic Hebrew Small Talk Setup Without Duplicate Term Errors & Manual Configuration

          Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement to the Small Talk feature in Zoho SalesIQ, specifically for Hebrew language support. Current Challenge: When setting up Small Talk for Hebrew, we encounter multiple issues: Simple

        • Should I Add Leads in Bigin?

          ok, first off I'm new here. I just started using Bigin. I'm debating if it's appropriate to enter leads. by leads I mean a list of contacts that I have not yet reached out to...it's a cold calling list.  if I enter them I can track them (I understand

        • Zoho Books - Perform a validation check before an invoice is marked as sent or sent

          Allow the validation rules to apply to button actions. For example: an invoice could not be sent or marked as sent if it has an empty value in a custom field. (The field could remain blank while it is being worked on.)

        • Flow error "given url is wrong"

          when I setup a flow to update a task status, I get an error when it runs that says "given url is wrong."

        • Upgrade Zoho Desk Agent-Side Answer Bot to GenAI

          Hello Zoho Desk Team, We hope you're doing well. Following the recent announcements and rollout of the GenAI-based Answer Bot in Zoho SalesIQ (Nova '25), we’d like to formally request a similar upgrade for the Answer Bot used by agents inside Zoho Desk.

        • Bigin Android app update: Email filters enhancement, change owner for related records.

          Hello, everyone! In the most recent Bigin Android app update, we have introduced additional email filters and an option to change the owner of related records. Email filters: We have now brought in support for 'All Emails' and 'Added from Widgets' filter

        • How can I get all conversations and comments of a Zoho Desk ticket using ZOHODESK

          Hi everyone, Currently, I am developing a Zoho Desk extension, and I am following the guide available at https://www.zoho.com/desk/extensions/guide/#ticket-object. While working with Zoho Desk, I have noticed that I can only retrieve the general information

        • AI & Zoho Recruit

          Hello, I guess we all are using AI in our personal and professional lives. Now, let's imagine. Recruitment is just a succession of stages and steps. For which step would you like to see AI implemented into Zoho Recruit ? I'll start : - Automatic translation

        • Workdrive and ChatGPT Team Synced Connectors

          Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team edition

        • widget url 404'ing

          I'm creating a widget for the first time. When I grab the url from the base url section of the widget builder and append /widget.html it 404's Just wrote a very basic test. I have a folder structure app.zip - widget.html --js/app.js /widget.html <!DOCTYPE

        • Unable to Edit Pick-List Items in Custom Project Field(s)

          I can edit most fields normally, but if I try to edit - in any way - a Pick List field, I just get this error: To be perfectly clear, I'm trying to edit an existing Pick List field (adding or removing items), not adding a new instance. If I rename it,

        • How to display results from zoho.crm.searchRecords in message window

          Hello, I've created a custom function which is linked to a custom button which pulls a date from our contacts module and searches a date field in our quotes module and returns all records matching the date. My issue is, how to I get this to display the

        • Domain Transfer

          Hello there! I wanted to know if I can transfer my domain from Zoho to other hosting providers or use a different hosting provider instead of zoho's services.

        • 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?

        • New User - Opening Stock Aging Report

          I am setting up new client and am entering Opening Stock - created items and entered quantity/price details. Now the aging report is showing all the opening stock as new. How do I enter the Purchase Dates of these items so that I get accurate Inventory

        • Bulk Receive Multiple Purchase Orders

          Is there a feature or function that will allow you to bulk receive issued purchase orders? I have about 100 that need to be received from 5 years ago.

        • Manual Invoice

          How to create a Manual invoice, I need to enter Amount directly instead of (qty*Rate). our company is a service sector

        • Effective Inbox Organization: Folders vs Tags in Zoho Mail?

          I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?

        • Merging contacts and or accounts

          Hello, In a prior CRM we were able to merge contacts and or accounts.  We have turned on the function to stop multiple contacts with the same email, so we can prevent multiple contacts from happening, however, we now have multiple contacts that have the

        • Capture Reason for absence next to Campaign Member Status. Is there a reasonable workaround?

          I've reviewed the topics I could find to do with this but still couldn't find anything that satisfies our requirements: We would like to track a *reason* (picklist or text, doesn't matter which) why a Campaign Member (Lead or Contact associated with a

        • Zoho Learning Management System - Certificate Upload by Employees

          We are planning to enroll employees in courses which are hosted by coursera or similar sites. I want to share the links of those courses and also want employees to upload their completion certificate once they are done. Is this function possible in

        • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

          Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site

        • Button or Links order

          Is there a way to re-order the buttons or links that are created?

        • Adding Multiple Products (Package) to a Quote

          I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't

        • Next Page