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

    • Ticket Status email

      Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for the

    • Can we add custom fields to portal community profiles?

      How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and would

    • Auto-upload Creator Files to WorkDrive

      Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to

    • Asap Widget 2.0

      Where's the documentation for the new ASAP widget? https://www.zoho.com/desk/developers/asap/#introduction this one is outdated How can we dynamically navigate between different views? How can we prefill ticket forms using ASAP 2.0?

    • Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure

      Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Can the Trigger be changed?

      I'm afraid I already know the answer, but here goes... After activating a workflow (under Campaigns > Automations), Then later choosing to Edit the workflow, Can the Workflow's Trigger be changed? Currently the entire Trigger section + options are gone

    • Marketer's Space: Proven tips to improve open rates – I

      Hello Marketers! Welcome back to another post in Marketer's Space! In this week's post, we'll discuss the ever-important concept of open rates. This will be a multi-part series, as we have a range of topics to cover. Open rates—which measure the percentage

    • Holidays

      Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we

    • Creating Custom PDF Template from Form

      I am trying to create a custom PDF from form submissions. I have the standard subscription and it indicates that PDF forms are included. I cannot find anywhere to create PDF forms. I try to follow the instructions from here: https://help.zoho.com/portal/en/kb/forms/form-settings/pdf-settings/pdf-editor/articles/creating-your-own-pdf-template#Creating_your_template_from_the_scratch

    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

    • Important Update: Facebook Metrics Deprecation & Impact on Zoho Analytics

      Dear Zoho Analytics users, Facebook has deprecated a set of metrics from the Facebook Pages Insights API, effective November 15, 2025. As a result, these changes will affect any reports and dashboards in Zoho Analytics that rely on Facebook Pages data.

    • Quick Copy Column Name

      Please add the ability to quickly copy the name of a column in a Table or Query View. When you right-click the column there should be an option to copy the name, or if you left-click the column and use the Ctrl+C keyboard shortcut it should copy the

    • Conditional Field Visibility in Bigin CRM

      I would like to request support for conditional field visibility within Bigin CRM. This feature should allow administrators to configure show/hide rules for fields based on predefined criteria (e.g., field values, picklist selections, stage changes,

    • Tag Adding Option in Kanban Card Customization Bigin CRM Mobile App

      I would like to request an option to add and display tags on Kanban cards in the Bigin CRM mobile app. This feature would make it easier to categorize deals and quickly identify priorities while working on the go.

    • WhatsApp Voice Message Sending Option in Bigin CRM

      I would like to request a feature that allows users to send WhatsApp voice messages directly from Bigin CRM. This would help improve communication efficiency and make it easier for teams to respond quickly to customer inquiries.

    • Introducing Zoho MCP for Bigin

      Hello Biginners! We're excited to introduce Zoho MCP for Bigin, a completely new way of interacting with Bigin data using AI. With Zoho MCP, you can securely connect your Bigin account with popular AI agents like Claude, Cursor, Windsurf, and VS Code,

    • Introducing the Zoho Projects Learning Space

      Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

    • Ask the Experts 26: Brighten every customer interaction with Zoho Desk all year long

      Hello everyone, Greetings and welcome to Ask the Experts 26. As we wrap up 2025, we are excited to invite you to the 26th episode of our Ask the Expert series. 🎄The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-End

    • MCP > Creator connection failing with Claude

      I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receiving

    • Is it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?

      Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sources

    • Feature Request: Dynamic Dimension Control for zc_LoadIn Popups

      As detailed in this community discussion, Zoho Creator's zc_LoadIn parameter is a vital tool for opening components (forms, reports, or pages) in modal dialogs via HTML snippets, Notes, or Rich Text Fields. While powerful, this feature suffers from a

    • Subforms in stateless forms

      I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. Basically

    • Text wrap column headers in reports?

      Is it possible to auto wrap column headers so that a longer multi-word header displays as two lines when the column is narrower than the width of the header title?

    • Converting Sales Order to Purchase Order

      Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in

    • What’s New in Zoho Inventory — Latest Features, Integrations & Updates | December 2025

      Zoho Inventory has evolved significantly over the past months, bringing you smarter, faster, and more connected tools to streamline your operations. Whether you’re managing multichannel sales, complex fulfillment workflows, or fast-moving stock, our newest

    • Marketer’s Space - Multi-Channel Campaigns for the Biggest Shopping Week with Zoho Marketing Automation

      Hello marketers, Welcome back to another post in Marketers Space! The biggest shopping week of the year is almost here, and it’s your moment to shine without the stress. With Black Friday and Cyber Monday just around the corner, being present across email,

    • Auto-Invite Users to Portals in Zoho CRM based on Conditions

      Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to

    • Pricing Strategies: #5 Stay local, Price & Sell Global

      Arun had always dreamed of taking his handmade craft business beyond his hometown. For years, he sold locally. Most of his customers are familiar faces, in our usual currency and with the exact expectations. But one day, a traveller visited his workshop

    • Best practice to structure reporting to include events covering multiple months / quarters.

      Hi, I'm new to Zoho, have some experience of more "enterprise" tools, looking for some input from the community. I'm looking to create a report that includes events that cover a long period, each event has a start / end date and I'm struggling undertanding

    • Incorrect Email Notifications for Product Reviews

      Dear Zoho Commerce Support Team, I am writing to report a technical issue that occurs frequently on our platform. Problem Description: We regularly receive email notifications informing us of new product reviews awaiting approval. However, when we access

    • Zoho 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 everything

    • FSM - Associating and selecting Contacts based on Service Addresses

      Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies to

    • What is the easiest way to move Hotmail emails to an IMAP server?

      The easiest way to move Hotmail (Outlook.com) emails to an IMAP server is to add your Hotmail account directly to any email client that supports IMAP, then copy the messages across. This avoids paid tools and keeps the process simple. Fastest free method:

    • No feedback from Zoho Books regarding Yodlee feeds for Investec

      I reported on 6 Feb 2025 that the Bank Feeds for Investec bank via Yodlee are not working. To date there has been no resolution. You are charging us for a suite of products where the functionality does not work. Please advise how you will refund me for

    • Turn off Knowlege Base Follow options and Follower lists

      Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names

    • Custom validation in CRM schema

      Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'

    • Meet Canvas' Grid component: Your easiest way to build responsive record templates

      Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.

    • Zoho DataPrep switching Date Format

      When using a pipeline that is importing Zoho Analytics data into Zoho DataPrep, the month and day of date fields are switched for some columns. For example, a Zoho Analytics record of "Nov. 8, 2025" will appear in Zoho DataPrep as "2025/08/11" in "yyyy/MM/dd"

    • Introducing Withdrawal Reasons for Offers

      We’re excited to introduce a new enhancement to the Offer module that brings more clarity and accountability to every withdrawn offer. The Withdrawal Reason update ensures that each withdrawal — manual or automatic — is backed by a clear explanation,

    • Next Page