Zoho CRM Digest
Hello Everyone!
February has been off to a productive start in the Zoho CRM Community, with several thoughtful product enhancements and helpful technical discussions making their way into the forums. To help you stay up to speed, we’ve rounded up the key product updates, developer insights, and community-driven solutions from the first half of the month.
Let’s dive in.
Product Updates:
The addition of Radio Buttons and Numeric Range Sliders provides a more intuitive way to capture data. Radio buttons offer clear, one-click selection for defined choices while Numeric Range Sliders allow users to drag and set values along a visual scale. These fields are ideal for surveys and scoring, as they improve data accuracy by eliminating typos and restricting entries to your predefined limits.
Record Category allows teams to group multiple picklist values into broader, high level classifications. This addition makes it easier to assess progress at a glance by using visual indicators to track transitions between stages. By categorizing individual values, you can filter and act on records more effectively, without relying on individual stage values.
Multiple enhancements are now available to streamline currency management, including automatic exchange rate updates, improved options for updating record-level exchange rates, and more flexible handling of currency values across modules. These updates ensure your financial data remains accurate even as exchange rates fluctuate.
Sequential actions now allow you to reuse responses from previous steps to build more dynamic and connected kiosk workflows. This update enables information captured in one action to be used seamlessly in later steps within the same kiosk flow, improving automation and reducing redundant input.
Functions:
To address a requirement by @jonathan_schneider regaridng copying files between modules, @Sunderjan Siddharth suggested a Deluge based approach. The solution involves downloading the file from a Contact's file upload field via the CRM API and attaching it to a related record, such as the Appointment, using the zoho.crm.attachFile() method.
Dev's Corner:
@Haiku Technical Support shared a Deluge script to help @Emma automate the transfer of files from CRM file upload fields to WorkDrive folders. The logic retrieves files from the Deals module and uses the zoho.workdrive.uploadFile() method to maintain a synchronized document repository for each record.
@Divya Aurora needed to fetch the Deal Owner’s name and email through the COQL API, as standard queries return only the owner ID. @Jeganprabhu S explained that by using the latest v8 API, one can use "dot notation" (e.g., Owner.email) in the SELECT statement to fetch these specific details directly in a single call.
And with that, we wrap up the first half of February's Zoho CRM Community Digest. Caught something cool we missed, or have a favorite from this edition?
Drop it in the comments below! We’d love to hear from you.
We’ll be back soon with more updates and community gems. Until then, stay tuned!
Topic Participants
Swetha S
Sticky Posts
Q3 USA ZUG Meetups - Build AI Agents with Zoho
Hi everyone! What if you could build your own AI agent from scratch in just one session? That's exactly what we're going to do at the upcoming ZUG Meetups across the United States, where you'll get hands-on experience with Zia Agents and explore how AIZoho CRM Community Digest - May 2026 | Part 1
Hello Everyone! This edition introduces the new centralized Zoho Announcements Hub, a single dashboard designed to let you track and filter live product roll-outs from across the Zoho ecosystem. Alongside the Announcements Hub, this month also featuresZoho CRM Community Digest - April 2026 | Part 2
Hello Everyone! We're back with Part 2 of the April Zoho CRM Community Digest to wrap up our monthly roundup. This week, the spotlight is on smart database connections, proactive error tracking, and optimizing subform line items without breaking yourZoho CRM Community Digest - April 2026 | Part 1
Hello Everyone! April brought a lot to unpack! From a long-awaited field renaming update to MCP (Model Context Protocol) support that lets AI tools talk directly to your CRM, the first half of the month was packed with updates. The community had someZoho CRM Community Digest - March 2026 | Part 1
Hello Everyone! March kicked off with a strong mix of AI-driven enhancements, smarter data handling, and practical workflow improvements across Zoho CRM. From leveraging Zia for automated communication to optimizing cross-platform data retrieval, this
Recent Topics
Zoho Desk: Chromium (Google Chrome, Edge) filename issue when opening/download attachments in a ticket.
Hello Zoho Desk Team. When opening a PDF attachment in a ticket, Chromium-based browsers such as Google Chrome and Microsoft Edge display the file with the title “content” When the file is saved, it is downloaded as content.pdf instead of using the originalWhatsApp conversations are no longer linked to existing threads after reconnecting the channel
Hi everyone, We have an existing WhatsApp channel in Zoho Desk. We temporarily disabled it, renamed it, and then re-enabled it while reassigning our bot. Since then, all previous WhatsApp conversations are still visible in the history, but we can no longercrm to books
We currently sync CRM Contacts to Zoho Books Customers using two-way sync. We now wish to change to "Accounts & their Contacts". What happens to existing Books customers? Will they be merged with CRM Accounts, duplicated, left unchanged, or recreated?Add a MATRIX field to the forms creation
Same as Zoho forms, we need a Matrix field in Zoho Creator forms, is very usefullCliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsZoho Desk Community Module Reporting
I can't seem to find any reporting for the community module in Zoho Desk. Am I missing something or are there just no reports available?Zia AI capabilities now available in all paid editions
Hello everyone, We are expanding the availability of AI-powered features in Desk to the other paid subscriptions from 7th July 2026. Right now, the following AI-based features are available for Enterprise edition users: Intelligence: Sentiment analysis,Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México
Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México Hola equipo de Zoho, Durante los últimos meses he observado una necesidad recurrente entre varios clientes en México relacionada con el cumplimiento fiscal delAlternate color rows
After I changed the background color to a dark gray and changed the alternate rows to a light gray. I have discovered that I can no longer change the text in the light gray rows to Bold.Workflow Assistance in Zoho CRM
Our client's sales team visits customers on-site and currently fills a physical paper form to capture customer details, and then separately re-enters the same data into Zoho CRM via the mobile app — resulting in double data entry. We want the salespersonCan we generate APK and IOS app?
Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanksPricelists
So we have them in books but I cannot find them in commerce?Collapsible Sections & Section Navigation Needed
The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.Important update on our transition to the new video platform framework
As part of our ongoing platform changes, users in select regions, including the United States and other supported data center locations, have been migrated to our new video platform framework. Due to this migration, some participants may notice changesZoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview
Hello everyone, Availability: This feature is now available for customers in the JP and SA DCs. It is planned to be released for other customers in soon. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature builtValidation Rule Not Working for Mandatory Field in Zoho Blueprint
As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they statedCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageTicket id issues
When I reply a ticket from desktop, it doesn't have ticket id in the subject and it's great. When I reply a ticket from Zoho desk mobile, Zoho adds ticket id in the subject and I don't want that. Please help in this matter.Une collaboration simplifiée grâce à l’interopérabilité des calendriers
L’interopérabilité des calendriers permet aux équipes utilisant différentes plateformes, comme Zoho Calendar et Google Calendar, de consulter facilement les disponibilités de leurs collègues sans avoir à utiliser plusieurs outils. Dans les entreprisesOverview on users IMAP settings
We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to updateFormat of data after export to spreadsheet
Dear Zoho, can you explain to me what is the point of a report exporting to XLSX if the format of the amounts that will be created there is in text format and not suitable for anything? Why do I need data in a sheet with which nothing more can be doHow to add custom icons in Sites ?
I've been trying to upload some of my own icons (specific to my business) to my zoho Site draft, and can't find a way to do it. I guess the workaround could be to insert images instead of icons and upload my icons as images, but I was wondering if its possible to customize the icon library.Zoho Forms API
Is there any way to get all form entry list using API? Looking forward to hear from you#21 Five Minutes Every Monday That Replace an Hour of Digging
Welcome to the final stretch of our journey. In this series so far, you have configured Zoho Invoice, created and managed your transactions and built a workflow that shares invoices and collects payments almost on its own. You have been doing the work.Kaizen #251: From Campaign Leads to Sales Orders with Zoho CRM Mass Action APIs
Hello all!! In growing businesses, sales teams often deal with a large volume of records every day - leads from campaigns, qualified prospects ready for conversion, and approved quotes that must be converted into sales orders. Performing these actionsIntroducing the Employee Portal for internal job posting
Employee referrals and internal applications are one of the most trusted hiring channels. But in many organizations, employees only hear about openings through messages, word of mouth, or after the role has already been open for a while. When employeesInspection Table
Hello Latha, We created a job sheet that includes the new table (Inspection Table) which was introduced recently. However, agents are not able to see the rows in the inspection table. Could you please investigate this issue and get back to us? PleaseZoho Mail is down?
We stopped getting new emails since 8:42am EST and mail.zoho.com shows an error.Forwarding without verification
Hi, I use Tripit to keep track of all my business travel. I've recently moved over to Zoho and wanted to set up a forwarding rule to send various travel confirmation emails automatically to plans@tripit.com Obviously this is an email address I don't control,Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)
I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet toRequest to unblock user creation error (This user is not allowed to add in Zoho)
Hello Zoho Support Team, I am the Super Admin of my Zoho Mail organization. When I try to create a new business email user account, I encounter the following error message: "This user is not allowed to add in Zoho. Please contact support-as@zohocorp.comZoho Mail account blocked after malware incident – request for review and unblock
Hi Zoho team and community, My Zoho Mail account has been blocked due to outgoing email activity that was detected as spam or unusual sending behavior. The root cause was a malware infection on my computer, which compromised several of my accounts, includingcreating an alias
your instructions for creating an alias are wrong. there is no add alias in my mail account. also i dont have a control panel link just a settings link how do i really make an aliasIP Address blocked by many servers
hello team this is to inform you that the zoho ip address 103.117.158.51 has been marked spam and not trustworthy by outlook and many other company servers. kindly discontinue using this ip to maintain a healthy domain reputation for your clients. RegardsAutomatically set the default VAT percentage on a quote
Every time I create a quote, I have to manually adjust the VAT and activate the checkbox for 21%. But all of our quotes include 21% VAT. So now occasionally, it happens that the checkbox is forgotten, and the customer receives an incorrect quote (withoutWhat's New in Zoho Inventory | June 2026
Hello users, June 2026 introduces a range of exciting enhancements to Zoho Inventory. With the full rollout of the Zoho Inventory Windows application, the launch of Terminal Payments, and new tracking combinations in Advanced Inventory Tracking, you canTime Zone is incorrect
Time zone is not working properly...I've checked it twice. I'm eastern U.S. time it's currently 12:22 pm EST. CRM shows 3:22 pm EST.Send a converted Contact or Deal back to Leads using the Restore Lead extension for Zoho CRM
Hello everyone, This comes up more than people expect: a Lead gets converted into a Contact, and sometimes a Deal along with it, because at the time it looked ready. Then the situation changes the opportunity turns out to be much further off than expected,Zoho CRM mobile updates: Reports module, record tags, dynamic formula field, and more
Hello everyone, We've made a few updates to the Zoho CRM mobile app to enhance your mobile CRM experience and efficiency. Here's a quick look at what's new: Reports module (iOS ) Record tags (iOS) Dynamic formula field (Android) WhatsApp business deepSide scroll bar missing from "new editor"
The "new editor" simply lacks a side scroll bar. Unable to navigate long notes without using the keyboard. Bad upgrade... (using web version)Next Page