Zoho CRM Community Digest
Here's a quick recap of first two weeks of October!
Product Updates:
Zoho CRM’s Android app just got a useful upgrade. You can now share records, upload your profile photo, and set meeting venue preferences with ease. The app also supports Zoho Survey integration, letting you create, send, and view surveys right from the mobile app. Plus, Blueprints are more flexible with optional fields and a handy "Save as Draft" option. These web-only features are now mobile-ready! Check out the post to explore!
Microsoft Teams Integration Lands in Zoho CRM Meetings
Microsoft Teams is now available as a meeting provider directly in Zoho CRM. Admins can enable it from the Preferences tab in the Meetings module without needing to visit the Marketplace. Once enabled, users simply authorize their account when prompted and can schedule Teams meetings like any other online meeting. This feature is available to all users across all DCs. For step-by-step instructions, check out the full post.
New Updates in Zoho CRM for Everyone
The Setup area in Zoho CRM for Everyone now opens with a new Setup homepage that neatly categorizes all configuration options in one place. The experience is cleaner and faster homepage, with an improved inline search, and a “Frequently Used” section that highlights your top five most accessed setup features. The menu also remembers which sections you expand or collapse, making it easier to navigate the items you use most. These updates are now live for all CRM for Everyone users on the NextGen UI. Dive into the full post for a complete walkthrough.
ZRC Now in Widgets and Client Scripts
ZRC (Zoho Request Client) is a built-in SDK that simplifies API calls in Zoho CRM, handling CRM APIs, connection requests, and public APIs with a single, consistent syntax and no setup required. With ZRC now available in Widgets and Client Scripts, developers can streamline integrations, build richer experiences, and automate tasks effortlessly. Check out the Widgets post for SDK v1.5 upgrades and multi-page navigation, and the Client Script post to see ZRC in action for real-time CRM data and automation.
Dev's Corner:
Check “Last Contacted” in Hours: Using Datecomp and Client Script in Zoho CRM
@Dexter wanted to stop duplicate client emails by checking whether the last automated communication was sent within the past two hours. @Ishwarya SG provided the correct formula using Datecomp(Now(), ${Lead.Date/Time 3}) > 120, which compares the current time to the custom Last Auto Communication timestamp. When @Dexter asked how to reference the linked Contact’s timestamp, @Ishwarya explained that formula fields cannot pull data from lookup modules. Instead, she recommended using a script to fetch the Contact record, compare timestamps, and update a checkbox on the deal record. This post is useful for anyone looking to avoid sending repetitive emails to clients.
Auto-Fill User Details from a Lookup with a Clean Deluge Script
@Catherine needed a way to copy a Project Lead’s name and email from a User lookup into plain text fields, since Marketing Automation doesn’t sync lookup data. @Bhoomi provided a working Deluge Function that fetches the selected user, extracts their full name and email, and updates the record. Catherine then refined the function, added detailed debug logs, and shared the final working version so others can reuse it. If you’ve ever needed to pull lookup field data into text fields for sync or reporting, this post is a great reference.
Auto-Linking Leads and Custom Records by Phone
@Annya wanted the records from Leads and a custom module to auto-link whenever phone numbers matched, despite differing formats. The community recommended standardizing numbers with Zoho's Parse Phone Number , then using Deluge scripts to update lookup fields on create or edit. With guidance from @Bhoomi, @Ishwarya and @Rodger, Annya normalized numbers, refined the logic, and confirmed the automation works reliably. This post is a great reference for anyone needing to link records by phone in Zoho CRM.
Kaizen:
Top Questions Answered in Kaizen - 209
This Kaizen post covers the community's top Client Script questions, from repeated validation code and IDE enhancements to third-party API access, UI control limitations, and upcoming event support. It highlights updates like multi-picklist triggers, subform events, and triggering Blueprint transitions from Canvas pages. The post also explains when to use validation rules, layout rules, Functions, or Client Script. Check out the full post for examples, timelines, and detailed guidance.
Build Full Event Systems: Kaizen #210 Explores ZDK CLI in Action
This Kaizen post shows how to build a complete, reusable Event Management System using ZDK CLI, including custom modules, relationships, fields, and roles, all managed as JSON for version-controlled deployment. Through a real scenario for a partner hosting multi-vendor conferences, it demonstrates how ZDK CLI streamlines metadata creation, lookup configuration, and sandbox pushes using specific commands. The result is a fully reusable CRM system built with modern engineering practices rather than manual clicks. Want the full step-by-step breakdown with code? Check out the full post.
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!
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
Set Default Status of Assembly to "Assembled" When Entered in UI
I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering someCRM Cadences recognise auto-responses
I have leads in a Cadence. I get an auto-responder reply "I'm out of the office..." Normally Cadences seems to know that isn't a real reply and keeps the lead enrolled in the cadence. However, today, Cadences has UNENROLLED a Lead who sent an auto-reponseI 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 vatableSort Legend & stacked bar chart by value
I'd love to see an option added to sort the legend of graphs by the value that is being represented. This way the items with the largest value in the graph are displayed top down in the legend. For example, let's say I have a large sales team and I createScanned Doc - selecting Item overwrites Rate
I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and itTimesheet invalid data error
Getting the "Invalid Date" error when trying to add a time sheet to an appointment in a work order. I initially though the work order was corrupt or something so I deleted the work order and recreated it. I added the first time sheet to the AP and savedConvert invoice from zoho to xml with all details
How to convert an Invoice to XML format with all detailsAny update on adding New Customer Payment Providers who support in store terminal devices?
Currently there is only one Customer payment provider listed for terminal devices in USA- Everyware. They charge a monthly fee of almost $149 minimum. Will you add other providers - like Zoho Payments or Stripe or Worldpay that would allow integratedDealing With One-Time Customers on Zoho Books
Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but ICustomizing Helpcenter texts
I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t foundPassing the image/file uploaded in form to openai api
I'm trying to use the OpenAI's new vision feature where we can send image through Api. What I want is the user to upload an image in the form and send this image to OpenAI. But I can't access this image properly in deluge script. There are also some constraints"Temporary" Field Value?
I have a custom action in Form A report Detail View that passes the Rec ID and updates a Temp Record ID lookup field in the Form B record via openURL (and opens the Form B report in popup) . The updated Temp Record ID field value in Form B is then usedFile Upload field automatically replaces spaces with underscores – support experience
Hi everyone, I want to share my recent experience regarding the File Upload field behavior in Zoho Creator and my interaction with the Zoho support team. When a user uploads a file, the system automatically renames the document by replacing spaces inWe Asked, Zoho Delivered: The New Early Access Program is Here
For years, the Zoho Creator community has requested a more transparent and participatory approach to beta testing and feature previews. Today, I'm thrilled to highlight that Zoho has delivered exactly what we asked for with the launch of the Early AccessQueries on Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP
We would appreciate your clarification on how Zoho ERP plans to handle the following: Project-based inventory consumption without itemized sales orders Accurate project cost tracking along with inventory reduction Proforma Invoice usage We look forwardApplying Excess Payments & Conflict Invoices Due to Cancelled Items
I’m running into several issues that appear to stem from deeper-than-expected overlap between Zoho Finance (Books/Inventory) and Zoho POS. The level of coupling between these systems seems greater than what was originally communicated, and it’s leadingZoho Sprint Backlog View, filter by item status
Hello, In Zoho Sprints, it would be great to be able filter out specific items in the Backlog based on their status. We would like to track items that were Removed from our backlog without seeing them constantly in the Backlog view, as this view shouldWATERFALL CHART IN ZOHO ANALYTICS
Hi Team, I would like to know whether Zoho Analytics currently supports a Waterfall Chart as a built-in visualization type. If yes, could you please share the steps to create one? If not, is there any workaround or recommended method to build a WaterfallExport contacts from Bigin's mobile app to your Android device
Hello everyone! We're happy to announce that you can now export customer contacts from the Bigin mobile app to your device. Scenario A small-scale business owner has two pipelines in Bigin—one for procuring raw materials and the other for selling hisPassing Info from Function to Client Script
Hello, I have recently started making use of client script for buttons, allowing me to give the user information or warnings before they proceed. This is great. However, I have never quite managed to pass back any extra information from the function toASAP iOS SDK – Xcode Compatibility Update
Hello everyone, We have been delivering the ASAP iOS SDK developed using Xcode 16.1 to provide Help Center support within mobile applications. Thus, ASAP iOS SDK versions upto 4.5.8 are compatible with development environments running in Xcode 16.1 andSub form auto field population based on parent form
I have a parent form called "Sites" with a text field called "Site". I have a subform called "Design Comments" (actual form name "Review Comments") with a lookup field name "Sites1" that looks up from the Sites form. I want the Sites1 lookup field toA note-taking app right inside your project management space
How do you feel when you check off the last task from your to-do list after a long day at work? Euphoric, blissful, satisfied? Now, imagine completing the same checklist from your PM platform, without juggling tools. Sounds simple and handy? That’s exactlyEmail Forwarding: Maintain business continuity
As an administrator, ensuring uninterrupted email communication is critical when a role-based employee is unavailable due to extended leave or a temporary role change. Emails from customers, partners, and internal teams must continue to be received andTip #61- Collaborate live with Invite Technician- 'Insider Insights'
We’ve all been there: you’re deep into a complex remote session, and you realize you need a second pair of eyes. Instead of ending the call or rescheduling, why not just bring the expert to you? With Zoho Assist, you can invite internal colleagues orHow to integrate Zoho CRM, Zoho Forms and a WIX Web Site
Attached video demonstrates how to use Zoho Forms included in Zoho One, to design a Contact Us form to be embedded into a WIX web site and integrated into Zoho CRM.Bug Causing Major Sync & SO Access Failures in Zoho POS
We are experiencing critical and recurring issues in Zoho POS that all trace back to role-permission handling defects in the latest POS app version. These issues directly affect syncing, login ability, and Sales Order access for role-restricted usersChange Last Name to not required in Leads
I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions forZoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everythingOAuth2 Scope Error - Incorrectly defaulting to CRM instead of Analytics.
Hello Zoho Team, I am trying to connect n8n to Zoho Analytics API V2 for a simple automation project. Despite using the correct Analytics-specific scopes, my OAuth handshake is failing with a CRM-related error. The Problem: The authorization screen shows:Add Custom Reports To Dashboard or Home Tab
Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad Announcement: The feature is being rolled out across DC's and Edition in phases. To know more refer to the announcement post here.Hiding Pre-defined Views
You can enhance Zoho with custom views - but you cannot hide the pre-defined views. Most users focus on 4 or 5 views. Right now for EVERY user EVERY time they want to move to one of their 4 or 5 views - they have to scroll down past a long list of pre-definedwhy can't agent see accounts & contacts
My new user, with 'Agent' privileges, cannot see records that don't belong to them. How can I give them access? Why isn't this the default configuration in Zoho?Sender Email Configuration Error.
Hello Team, Hope you are all doing well. We are in the process of creating the Zoho FSM environment in the UAE. When we try to add the sender email address “techsupportuae@stryker.com”, we receive the error message: “Error occurred while sending mail【Zoho CRM】フィルター機能のアップデート：ルックアップ項目を使ったデータフィルタリング
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からフィルター機能のアップデートをご紹介します。 ルックアップ項目を使ったデータフィルタリングがより詳細に行えるようになりました。 この機能は詳細フィルターとカスタムビューで利用でき、必要な情報を正確に取得できます。 これにより、タブ間を移動することなく、より深く正確な方法でデータを絞り込むことが可能になります。 ◉できること 詳細フィルターとカスタムビューで、ルックアップ先タブの項目が選択可能This will be long, Please bear with me - Next Gen Layout - Search
In general, I think that Zoho are going in the right direction with the Next Gen UI. The latest update brings some nice improvements and all-in-all from a user's perspective I think the improvements are generally very good. However, there are some areasZoho Books | Product updates | July 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in ZohoZoho Books | Product updates | August 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.Quotes Approval
Hey all, Could you please help in the following: When creating quotes, how to configure it in a way, that its approval would work according to the quoted items description, not according to quote information. In my case, the quote should be sent to approvalImportant Update: Facebook Pages API Deprecation
Dear Zoho Analytics users, As of January 26, 2026, Facebook has officially deprecated Facebook Pages API version 18. This update involves the removal of several metrics that were previously supported by the API. As a result, these changes will affectNext Page