Zoho CRM Community Digest - Aug 2025 | Part 1

Zoho CRM Community Digest - Aug 2025 | Part 1



Hey everyone! 
The first half of August went by, and we have a few announcements and some good noteworthy discussions. So, let's take a look at them! 

Product Updates:

Zoho CRM’s Next-Gen UI now includes Connected Records, a powerful feature that streamlines cross-team collaboration by linking related records such as deals, demo requests, onboarding tasks or contracts across modules. Unlike traditional lookup fields, Connected Records are more dynamic and can be created manually, directly from the source module, or triggered via workflows, all without admin setup. This ensures teams get the right context at the right time, reducing dependency on emails and making hand offs seamless. For a full walkthrough and visuals, check out the post.

Streamline data collection on the go with Kiosk, now accessible from Blueprints, Record Detail view, Custom Buttons, and Canvas.  Make calls using Zoho Voice and RingCentral directly from the app for a more integrated calling experience. Voice notes and voice-to-text inputs are now extended to 5 minutes, facilitating easy addition of longer notes. WhatsApp Business messaging is now deep-linked from Business Card section and Record Detail view, enabling you to start chats with a quick tap. Want to see how it all looks? The full post includes handy screenshots and walkthroughs.

Introducing Connected Workflows:

Zoho CRM introduces Connected Workflows, a powerful new feature designed to automate the entire customer journey by connecting multiple teams and the CRM modules each team works with. Unlike traditional Workflows that operate within a single module, Connected Workflows let you set up trigger criteria and actions across multiple CRM modules, enabling seamless, collaborative automation tailored to how different teams work. Want to see how to build these step-by-step? Check out the post for a full walkthrough!

Control Timeline & Interaction Visibility in Zoho CRM with Profile-Based Permissions

Admins now have the power to manage who sees the Timeline and Interactions across modules in Zoho CRM. With this update, profile-based permissions let you enable or disable access to a record's history for each module, ensuring users only see information relevant to their roles. The feature is currently available in most data centers, with a broader rollout on the way. Check out this post to learn more.

Zoho CRM UI Update: Streamlined Activities Module:

Zoho CRM is rolling out a UI update focused on the Activities module, covering Calls, Meetings, and Tasks. Key interface elements have been reorganized to create a more consistent experience across the CRM. The Timeline tab now appears next to the Overview, and details like call reminders, RSVPs, and task follow-up messages are easier to access. The rollout is happening gradually across all data centers and editions. Check out the full announcement for more updates and a complete overview of all these changes.

CommandCenter 2.0:

Managing a lead's journey, service delivery, vendor coordination, or the entire customer lifecycle involves complex orchestration of processes, touchpoints, and customers. With CommandCenter 2.0, we've made that orchestration smoother, smarter, and more scalable. You can now group records from multiple modules into unified stages, trigger actions from custom events, and track customer progress using dynamic identifiers, no pre-built relationships required. It’s all about clearer orchestration, smarter logic, and more control over your customer touchpoints. Check the post for full details.


Quick Wins:

Tips for effective usage of Lookup fields:

@gbjork has a Technicians module and Submissions module that tracks job assignments with a lookup to the related technician. As the lookup field displays only the primary field, an auto-generated Tech ID, they wanted to include the technician name in the Submissions module. @Hugh Marshall clarified how the lookup association works and suggested clicking the lookup icon to open a detailed view showing additional technician details to help select the right technician. He also pointed out that hovering over the info icon quickly reveals the technician's name. Check out this post for full details.


Developer's Corner:

Create Custom SalesSignals via Developer Console:

SalesSignals is currently supported out of the box only for the Leads and Contacts modules. When @Rakesh Kumar needed to configure SalesSignals for a custom module, @Ishwarya pointed out that this can be achieved using APIs or Functions. @Hugh Marshall stepped in with a brief explanation and the required code to make it work. Check out this post for more details.


Flexible Placement for Custom Buttons:

@Nick wanted all custom buttons visible on the record detail page instead of being hidden in a drop-down, as they felt users might miss them. @Haiku Technical Support shared a smart workaround using a client script that dynamically lists all available custom buttons in a widget. When clicked, the widget triggers the corresponding button action on the underlying CRM page. @Hugh Marshall summed it up in one word: Awesome! Check out this post for 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!


    • 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

    • Shared calendar issues and duplications

      Apparently there was a calendar update?  Now when I schedule an event for a team member that has shared his calendar with me, the event makes me the organizer and adds the event to my calendar as well.  Previous to this "update" I would scheduled an event

    • Subscribed Calendar

      Hi i have subscribed to a calendar for Holidays in Canada it shows all the holidays perfectly but every one of them has the word Canada before the rest of the name is there a way to remove that word Canada? It takes up a lot of space in the square on

    • The year that was at Zoho Calendar 2023- Part 1

      Hello, amazing community members! Happy new year from all of us here at Zoho Calendar. As we begin the new year, we'd like to thank each and everyone of our community members for your unwavering support and love that you have shown for Zoho Calendar.

    • Zoho Calendar 2024: A Year in Review

      Hello, community members! Happy new year from all of us here at Zoho Calendar. As we turn the page to a new year, we extend our heartfelt gratitude to every member of our Zoho Calendar community for your continued support and enthusiasm. Your feedback

    • Zoho Calendar not syncing correctly with personal Google Calendar

      Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personal

    • MTA - BAD IP reputation by outlook/hotmail

      Messages to Microsoft email servers are bouncing back due to poor reputation. Message: 4.7.650 The mail server [136.143.188.206] has been temporarily rate limited due to IP reputation. For e-mail delivery information see https://postmaster.live.com (S775)

    • Zeptomail API error 500 internal server error

      Hi Everyone, getting this eror continuously! Can anyone please guide around the same! Zeptomail API error 500 internal server error Best Regards

    • Waiting multiple days to buy credits, causing my website to suffer

      So I own a fairly large website that gets a lot of registered users. I use transmail send activation emails, and also forgot password emails. I sent an email to zoho's presales team when I was only at 4K/10K emails sent, hoping to buy more credits before

    • Follow up

      Hello, I sent a message 2 days ago but I don't receive any response and I cannot find my ticket here. this is the ticket: Your ticket has been created with the ticket ID 68925465 and subject "Fwd: Fishing-alert" looking forward to seeing your response.

    • What's new in TransMail!

      Note: TransMail is now ZeptoMail. Click here to know more. Hello again, everyone! We've recently crossed the 6 months mark of TransMail's launch. In this time post our launch, we have been constantly working on updating our platform and adding new features

    • June 2021 in TransMail!

      Note: TransMail is now ZeptoMail. Click here to know more. Hello again, everyone! Hope you and your loved ones are doing well. If you're doing less than fine, we truly hope that things only get better for you.  We've had a few updates in the past month

    • TransMail has a new name—ZeptoMail!

      Tried navigating to TransMail's community forum but see a different name now? That's because TransMail has a new name. TransMail is now ZeptoMail! As we’ve grown from an internal service used mainly by other Zoho products to an up-and-coming competitor

    • July 2021 in ZeptoMail!

      Note: TransMail is now ZeptoMail. Click here to know more. Hello again, everyone! Hope you and your loved ones are doing well.  We've had a few updates in the past month in ZeptoMail—some new features and some important announcements. Take look at what

    • Send Email From the ZeptoMail BY API

      What is Zeptomail:- Transactional email service with reliable and fast delivery How we can Create a Connection for Zeptomail in Zoho CRM Go to the Setup Click on Connection Enter Connection Details:- Generate Consumer Key & Consumer Secret Using Zoho

    • Customer email on Opencart 3

      When I place an order, 2 emails are sent: 1) administrator 2) to the user The administrator receives a beautiful letter, but the user receives a damaged letter (see screenshot). What could be the problem?

    • [Announcement] Insert image from URL changes in Zoho Writer

      Hi Zoho Writer users! We'd like to let you know that we've changed the behavior of the Insert image from URL option in Zoho Writer for security reasons. Earlier behavior Once you inserted an image URL in a Writer document, the image would be fetched from

    • Dynamic Signature - Record owner

      Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference

    • Writer sing up problom

      Zoho writer sing up prolom face

    • Unable to copy into a new document

      Whe I create a new Writer doc and attemp to copy and past I get this message. The only way to copy into a document is I duplicate an existing document, erase the text and save it under a different name and then paste the information. Not ideal. Can you

    • [Webinar] Live demos and user Q&A with Zoho Writer product experts

      Join us on June 12, 2025 for live demos based on your use cases and real-world scenarios raised via form. This is also an opportunity to get your questions answered directly by product experts from the Zoho Writer team. Webinar agenda Live demos based

    • Zoho Writer's built-in citation and bibliography generator

      Hey researchers and writers! Do you manually format citations and bibliographies, spending hours jumping between apps and tabs? If so, then check out Zoho Writer's built-in "Citations and Bibliography" feature. Imagine you're writing a thesis on the future

    • Single and group checkboxes in Zoho Writer's fillable forms

      Hey Writer Fam, Are you making the most out of single and group checkboxes in fillable forms in Zoho Writer? Here is a handy tip to optimize your use of checkboxes, both single and group, and enhance your data collection process. Single checkboxes: Single

    • Collaborate efficiently with Zoho Writer's track changes feature

      Hi Zoho Writer Community, Zoho Writer's track changes feature is a simple, built-in solution that helps you and your team work together efficiently. Instead of juggling multiple versions of a document or building up a long email chain of comments, each

    • Zoho Writer's WordPress extensions

      Hey Zoho Writer users! Say goodbye to all your WordPress content publishing woes with Zoho Writer's WordPress extensions. Publish content with all your formatting and images, republish content when you update a document, and more—from a single window

    • Time-saving table hacks

      Hey Zoho Writer Community, Do you find yourself using a lot of tables in your documents? We're here to share some of our time-saving hacks that will help you work more efficiently, organize your data, and make your documents look neat and professional.

    • Automating document approval and signing with Zoho Writer and Zoho Sign

      Hey Zoho Writer Community! Here's another automation tip to make your processes more efficient! Question: Can I send a document for client approval first, then automatically send it for signing with Zoho Sign if they approve? Since it's the same person

    • Customization hacks in Zoho Writer - Part 2

      Hey community, We're back with some more tricks to personalize your documents, save time, and get in the zone when you work in Writer. Check out part 1 of this post if you haven't already. Let's dive right in! Document ruler units Imagine you're creating

    • Simplify your tax calculations with Zoho Writer

      Hello Zoho Writer Community! Tax season can be stressful, but with Zoho Writer, managing your income tax calculations becomes straightforward and efficient. Here’s an example of how you can use the tables and formulae of Zoho Writer to calculate income

    • Enhance document navigation with headings and TOC

      Hey Zoho Writer Community! We're back with some useful features in Zoho Writer that can simplify your document creation and navigation process. Let's dive right in! Check out our video on how to make the most of Zoho Writer's heading and table of contents

    • Use and download in PDF format of Zoho wirter Merge template using deluge

      Hello Zoho Developers. Here is some information about Zoho Writer. Writer is not just another online word processor, it's a powerful tool for editing, collaboration, and publishing. Even with its wide range of features, Writer's pared-down user interface

    • Customization hacks in Zoho Writer - Part 3

      Hello everyone, Welcome back to Part 3 of our customization tips in Zoho Writer! In this third installment, we'll be diving into some essential customization settings that can enhance your document creation experience. Sender email address in mail merge

    • Daytime saving timezones messing up writer pdf

      Hi, I need help for something I can't figure out. I created a Form to collect data and it is set up with my current Daylight Saving Time (GMT-3). This form is used to generate a contract (pdf Writer) with dates from an event that is being held in 4 months

    • Issue with locked content in Writer

      Hi, I have seen the documentation which outlines how to lock specific content within a Writer document so that it can't be modified by collaborators, but I have come across an issue. When the editor locks a paragraph for example, then a collaborator can't

    • Deprecation of certain URL patterns for published Zoho Writer documents

      Hi Zoho Writer users! We'd like to let you know that we have deprecated certain URL patterns for published and embedded documents in Zoho Writer due to security reasons. If the published or embedded documents are in any of these URL patterns, then their

    • Using Mail Merge Template to Print Documents with One Subform Record's Fields per Document

      Hello, We have a Mail Merge template created in Zoho Writer which is not able to perform the functionality which is currently required to automate the documentation task portion of our process. The CRM module we are primarily using is based on a "Loans"

    • Problem with Writer and Workdrive

      Hi team, I’m the super admin for our Zoho One org. WorkDrive is active, and Zoho Docs is deprecated for our org. However, Zoho Writer cannot connect to WorkDrive at all — we’ve cleared cache, tried incognito, and restarted several times. I was able to

    • Set to Review for all

      We are testing the use of Writer as part of an internal review process for statement of work documents and have found that when the document is changed from Compose to Review by one person, that is not reflected for all others who view the document. Is

    • I’ve noticed that Zoho Sheet currently doesn’t have a feature similar to the QUERY formula in Google Sheets or Power Query in Microsoft Excel.

      These tools are extremely helpful for: Filtering and extracting data using simple SQL-like queries Combining or transforming data from multiple sheets or tables Creating dynamic reports without using complex formulas Having a Query-like function in Zoho

    • stock

      bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem

    • SOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET

      TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHO

    • Next Page