Zoho CRM Community Digest - June 2025 | Part 2

Welcome back to the Zoho CRM Community Digest!

We’re wrapping up June with more fresh updates, smart discussions, and clever workarounds shared by the community.

Product Updates:

Struggling to keep track of scattered customer interactions?

Zoho CRM's Interactions tab solves that by brining all emails, calls, meetings, surveys, tickets, and more into a single, chronological timeline. It gives you a 360-degree view of every customer touchpoint, helping you spot engagement patterns, track milestones, impressions, and time gaps between interactions, and plan timely follow-ups, all in one place. Want to see how it works? Read the full post now.

Organize record entry with Sections in Wizards:

Wizards just got more organized! You can now add up to 10 titled Sections per screen to neatly group fields, subforms, widgets , or labels. Show or hide sections dynamically based on user input, and apply logic at the Section level for faster configuration. Want to see it in action? Check out the full post.

Cross-Module Filtering Now Supported in Custom Views

Create powerful Custom Views that list records based on related module criteria. For example, see all Contacts whose linked Account belong to the 'Consulting' sector? You can now filter Contacts using fields from their associated Account records. This capability is available in early access. Look out for the full rollout soon in this post.

Canvas: View Lookup Module Data Without Extra Tabs:

Tired of switching between tabs to view related record details? Canvas in Zoho CRM now lets you display fields from lookup modules directly within your Canvas layout. You can add up to five related modules on detail pages and up to three on list views. This means you can view key information like an Account's industry, size, and revenue right on the Deal Canvas, or scan related Contact details inline on list views. More context, fewer clicks. Check out the post to know more.

VOC Analysis Now Supports Any Module as a Data Source

Want deeper insights from your customer's voice? Zoho CRM’s VOC (Voice of Customer) feature now lets you pull data from any module, not just Cases. Survey responses, custom modules, tickets—you name it, you can use it to fuel your VOC analytics. This opens up a whole new world of feedback and trend tracking across your CRM. Could this deepen your customer insights? Explore this post to find out.

Updates in Reports:

Based on community feedback, Zoho CRM reports now include a few practical improvements to make your reporting easier. You can choose whether to include Record IDs when exporting, emailing, or scheduling reports. Currency fields now display values in each record’s own currency instead of the system default. Plus, deleted reports are tracked in Audit Logs for better transparency. Take a look at the post to learn more.

Functions:

Need your Blueprint transition to move forward if any one of multiple fields has data?

By default, Blueprint pop-ups make all listed fields mandatory. To work around this, @Anonymous User suggests using a function that checks if at least one of the fields has data before allowing the transition. Read more about it in this post.

Automate email alerts based on Lead assignment time:

@Sam asked how to schedule emails to assigned users based on both the lead's stage and the time it's assigned. Check @Anonymous User's solution, complete with the code, to set this up in Zoho CRM.

Developer's Corner:

Use Formula Field Values in Workflow Rules and Zoho Flow:

@crm asked how to use the ‘Day of the Week’ formula field from the Leads module in workflow rules and Zoho Flow, since it wasn’t appearing as an option. The good news: formula field values can be used in both CRM workflows and Zoho Flow. If the field doesn’t show up, try refreshing your workflow builder to re-fetch all module fields. If it’s still missing, contact Zoho Support for help. Solution and screenshots provided by @Hugh Marshall. Check out the post for details.

Fixing Line Items Not Copying When Converting Sales Orders to Purchase Orders: 

@Anonymous User ran into trouble when automating the conversion of Sales Orders into Purchase Orders using  functions, as the line item details weren’t carrying over. Hugh’s response in this post explains that using API Version 2, custom fields including line item details are not accessible. His solution involves using the Zoho CRM API differently to ensure all data, including line items, transfers correctly. Check out Hugh’s response in this post for the detailed fix.

 

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

  

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• 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

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• 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,

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