Zoho CRM Community Digest - August 2025 | Part 2

Hello Everyone! Here's a quick round-up of handy tips, clever workarounds, and product updates from late August.

Product Updates:

Meeting Enhancements in Zoho CRM! 

Track whether a meeting is online, in-office, or at the client’s location using the new Meeting Venue option. This enhancement lets you categorize meetings for easier organization, filtering, and reporting. You can also mark meetings as all-day, set them to repeat, or remove venue options from the picklist that doesn’t fit your business needs. For admins, a new Preferences Tab enables managing online meeting providers directly from CRM without needing to visit the Marketplace. This full post has screenshots and key notes worth checking out.

Quick Wins:

Portals: Account-Level Access Challenge

Your customers, linked as Contact records, can access their information via the CRM portal. @Ivan Staykov brought up an interesting use case where individual Contacts should only access records linked to their emails, while the CEO of their company should access all Contact records linked to their Account. As CRM portals are tied to Contacts, not Accounts, this setup isn’t straightforward. @Max explored options, and @Amy shared a workaround that sparked Ivan’s interest. If you’ve run into the same limitation, this thread is a must-read for practical insights.

Understanding how custom view un-enrollment works in Cadences?

@Matt Warner asked if leads enrolled to a Cadence through a custom view gets automatically un-enrolled when they no longer meet the view criteria. @Sunderjan Siddharth clarified that leads will remain in the Cadence and continue their scheduled steps unless an unenrolled property is specifically linked to the custom view condition. Once that property is set, the system will automatically remove leads that drop out of the criteria. Check out the full post for more on how Cadence un-enrollment works and how to fine-tune your setup!

Tip for targeted marketing campaigns for Contacts with closed Deals!

@Dalton wanted to run a marketing campaign targeting Contact records with closed Deals but faced a challenge: some contacts have multiple deals, with a mix of open and closed statuses. Simply filtering for closed deals would still include contacts who have open deals, which wasn’t desired.@Sunderjan Siddharth suggested using roll-up summary fields in the Contacts module to count total deals as well as open and closed deals per contact. This lets you build reports that accurately excludes contacts with any open deals. Check out the full post for detailed steps, screenshots, and where to set this up!

Developer's Corner: 

Can you fetch 200+ records from a Custom View at once?

@Sam wanted to pull all records from a Custom View exceeding  the 200-record limit without using pagination. @Sunderjan Siddharth clarified that COQL can fetch up to 2,000 records in a single query, and suggested using a loop to retrieve up to 100K records efficiently.Check-out the post for the full solution on  handling large datasets effectively in Zoho CRM.

Make attachments mandatory before closing Deals:

@Jhonata wanted to make it mandatory to add attachments before marking a deal as Closed-Won. @Rakesh Kumar suggested triggering a Client Scripts on the Stage field update across touchpoints like the Details, Edit, and Canvas pages to check for attachments, cancel submission if none exist, and display an alert. @Pheranda Nongpiur followed-up with step-by-step guidance and shared the sample Client Script to check attachments on save. Check the full post for the scripts and detailed setup instructions!

How Marta leveraged AI and assistance from the community to automate Quote stage updates:

@Marta wanted all quotes with stage "Next Year" to automatically update to "Draft" on a specific date. @Bhoomi Joshi suggested creating a scheduled function to fetch quotes from a custom view and update the stage, recommending that Marta test with a few records first before connecting it to a Schedule. Despite being a non-coder, Marta used AI to generate the required code and then collaborated with the Community to refine and get it working.Check this post for the step-by-step setup, code tips, and insights on how Marta made it happen!

Kaizen:

Answering Your Questions!

(Kaizen #204) - Perform Field Updates before Blueprint transition via Client Script

Learn how to enhance your lead follow-up Blueprint by prompting users for input during Blueprint transitions and updating description field with detailed comments in Zoho CRM. Kaizen #204 demonstrates how to use beforeTransition scripts to capture comments, validate input, and maintain a running comment history. In this setup, a popup prompts users to enter a comment before each transition. If the comment is fewer than 25 characters, the transition is stopped; otherwise, the system appends the comment along with the transition name and user’s name to the Description field. This is a practical way to improve transparency and traceability in your Blueprint process. Check the post for the full code and setup!


(Kaizen #205) - Managing Picklists and Enabling History Tracking via Zoho CRM APIs

Kaizen #205 breaks down the difference between Picklist and Multi-select Picklist, shows you how to set up global picklists across modules, and explains how to enable history tracking in Zoho CRM using APIs. It's super detailed and walks you through creating and updating picklist fields, removing options, assigning and updating values in records, and turning on history tracking with step-by-step API examples. The inclusion of sample code and responses for each part makes it easy to follow. Give this post a read if you want to get these features set up smoothly!

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 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

• temporary system errorlouis

  J'essaye d'envoyer des mails avec mes 2 adresses mail qe nous avons sur le compte arthur@lepunch.fr et louis@lepunch.fr mais j'ai toujours le message temporaire system error, je reçois les mails mais impossible d'en envoyer a qui que ce soit

• How to Cancel/Delete Queued Mail Merge?

  Hi. I just tried to do a mail merge before realizing there's a limit on number of sends. I accidentally sent one of my lists twice, and all of those emails are currently queued. Is there any way to cancel or delete a queued mail merge? Would love to be

• Need to add a new admin for my domain

  Hello Zoho Support, I am the owner of the domain localeistanbul.com. The current super admin account (admin@localeistanbul.com) is not accessible. I do not want to reset or delete the existing account because I need to keep all existing emails. Please

• Possible Fraud Site.

  Hello. I received a text with the sender's name as zoho, claiming that my account was at risk and that I should sign in at https://verify.zohomails.ru/signin to verify my account. I signed in on the web address above, and a few days later someone hacked

• Zoho mail to Teaminbox

  Hello, We're searching for new mail program. Now I'm testing a bit with zoho mail and team inbox. My findings in the research: Pop mail throught zoho mail is almost instant. Any pop or imap via external provider takes a couple minutes to 15 minutes before

• Crear tarea CRM con recordatorio desde Zoho Flow

  Hola, estoy intentando crear desde Zoho Flow una tarea en CRM. Lo he logrado hacer pero sin recordatorio, ya que no se como se debe escribir el string adecuado. He probado varias alternativas, pero ninguna me funcionó hasta ahora. - FREQ=NONE;ACTION=EMAIL;TRIGGER=DATE-TIME:${FechaVto}

• Inquiry Regarding Automated Assignment of Zoho TeamInbox Messages using Zoho Flow and Deluge

  Hello, Our company is currently using Zoho TeamInbox, and we are interested in automating the assignment of responsible parties using tools such as ZOHO Flow and Deluge. Is it possible to achieve this? Allow me to provide more details. Currently, when

• 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.

• Marketers' Space: The importance of warming up your sender domain

  Hello Marketers, Welcome back to yet another post! Today, we'll talk about why warming up your sender domain matters. Imagine you've recently started a business and want to share the news with your customers. You've designed a great email campaign using

• An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

  A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

• Search Just Got Smarter in Notebook

  Hello there! Introducing Our New & Improved Search Experience! We heard your feedback! Many of you shared that our previous search had some challenges like • Inconsistent results across different clients • Limited accuracy in finding the right content

• Zoho Desk app update - AI Integration for IM Chats

  Hello everyone! We have now introduced AI integration for IM Chats within the Zoho Desk mobile app. To access the feature, please enable the 'Generative AI' settings on the desktop site(desk.zoho.com). Please refer to the help link attached below: Zoho

• Open A.I assistant Connect with Zoho Desk instant Message Conversations

  I would like to know how do I connect my instant messenger in Zoho desk with my Open A.I Gpt Assistant. this is very easy to setup using the Salesiq Zobot but when it comes to Zoho Desk i cannot figure how to make the connection. Ideal workflow Customers

• Cannot upgrade subscription plan due to payment error message

  Hi Zoho team, This is to request support on an issue I am facing during an upgrade I am trying to make to our company's yearly Zoho subscription. I am trying to add 3 more license to my plan and during the payment phase I get the below error as in the

• Enhancing Zia's service with better contextual responses and article generation

  Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

• Zoho Desk app update: AI powered features

  Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be

• Bulk update Archived Ticket

  Dear All We would like to update the "Category" values to the new filed. We found the archived Ticket seems to be don't support the bulk action. Do we have any way to update it. Finally, we would to generate a report for our ticket system. Regards I

• Channel Configuration and Default Channels

  There are some of the default fields that cannot be removed or changed. Examples are the social media ones, such as Facebook. It would be nice to be able to remove these fields as it would be confusing if someone selected this but it's not configure

• Delay function execute

  I've got a workflow which uses a webhook to send information to Flow, which in return updates a record in Creator. Problem is, by the time this has executed, the rest of my script has run and can't find the (yet to be) updated info in the record. Is there

• Support www.camcard.com

  Hi, Is it possible CRM Zoho have integrations with https://camcard.com/? Thanks Br, Andy

• Option to Customize Career Site URL Without “/jobs/Careers”

  Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to

• Can't make a document editable to anyone

  Hey everyone, I am using Zoho Workdrive and trying to share a document so that it is editable by anyone with the link. I am trying to convince people to shift from Google to Zoho, but they don't have accounts yet. When I try to change the share settings

• Edit Default Print

  What I want to do is create / edit the "Default Print" template without changing the layout I'm using. Currently I can create "Email Templates" but I don't use them for emailing and getting to that selection takes multiple clicks. If an email template could be set to be the Default Print template that would be helpful. I'd also like to print these in bulk but don't see that option (there is a mail merge macro but that goes straight to emailing, not to print or PDF).

• Widget shows error

  Hi， May I ask why below characters will be auto added into the widget link and how to solve this error? As my widget shows 404 error now. ?serviceOrigin=https%3A%2F%2Fcrm.zoho.com&frameorigin=https%3A%2F%2Fcrm.zoho.com

• How to print envelope labels from Zoho CRM

  Can anybody give me any clue how to print envelope/package labels directly from Contacts view? Regards, Alexandru Moderation Update: The Canvas Print View, which also facilitates the formatting of mailing labels, is now available! Learn more here: Zoho

• Data Import: New interface, improved field mapping, and more

  Hello everyone! We’ve redesigned the data import process to ensure accurate field alignment and verify that every column in the uploaded file maps correctly with Desk fields before import. Here's how: Streamlined Import Steps Importing data is now more

• Address labels

  Hi, we've been searching for a long time for a simple way for our employees to print address labels using a Dymo Label Writer 450. We came up with two alternatives that work, bur aren't really optimal.  First one is WebMerge. Webmerge is a great application that does 100% what we need but it is way too expensive for our needs. We only need to print a couple of labels per month. The second one is the integrated print tool in Zoho CRM, (Print preview) You would think this is the obvious way to do this

• This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

  I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

• Print Labels

  How can I configure my address to print my labels like this: Name Mailing Address Mailing City, Mailing State Mailing Zip Country Instead of: Name Mailing Address Mailing City Mailing State Mailing Zip Country Thanks!!!!

• Mailing labels - Improperly formatted

  All I'm trying to do is print one, properly formatted, mailing label. I'm in the Contacts module. In the default "list view" for mailing labels I selected a single client, hit the "more actions" drop down and selected print mailing label. Unfortunately,

• Printing mailing labels

  The ability to print mailing labels would seem to be an important, basic, function of a good CRM. I find it very surprising that this has still not been addressed adequately by Zoho. When trying to use the existing "mailing label" included: 1. the data

• Pageless mode needed to modernise Writer

  When we switched from GSuite to Zoho, one of the easiest apps I found to give up, was Docs. In many ways, Writer has always been more powerful than Docs, especially in terms of workflows/fillable forms/etc. However, I went back into Docs because I notice

• Zoho Projects - Visual improvement to parent and sub-task relationship

  Hi Projects Team, My feature request is to improve sub-task visibility. Please see screenshot below. I really think parent child relationships could be visually improved. Even if the first letter of the parent task was inline with other same level tasks

• AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries

  Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. This

• API method to get activity feed in Recruit

  Hi community, I'm trying to figure out - is there any API method tto get information about datetime when Recruit/Candidates record tag where added?

• Printing Mailing labels

  Is there any way to adjust the size of the printing labels? or product would I use to print labels from Zoho? Thanks, Josef Krieger Moderation Update (14th April 2025): We have another post discussing the same topic with votes and feedback from users.

• Default to Current Date

  I'm importing data from a excel spread sheet that does not have date column and I'd like the date column in the Zoho Database to default to the current date. Any way I can do this?

• "Spreadsheet Mode" for Fast Bulk Edits

  One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and

• Different Company Name for billing & shipping address

  We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets always

• What's New in Zoho Inventory | Q2 2025

  Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting

• Next Page