Zoho CRM Community Digest - September 2025 | Part 2

Zoho CRM Community Digest - September 2025 | Part 2



Hello Everyone!  Mid-September vibes: fresh tips, smart hacks, and practical Zoho CRM updates all in one place.  Let’s dive in.

Product Updates:

The All-New Address Field!

The new Address field type makes it easier to capture complete addresses in one structured field, replacing the need for multiple fields like street, city, and state, and reducing free-text entries. It brings together all key components such as country, city, street, zip code, and coordinates into a single organized field, while still allowing users to filter, search, and report on each part individually. The field includes built-in global country and state sets, automatic dependency handling, and validation preferences to maintain data accuracy. This feature is currently available for IN DC. Read the post for detailed information on this update and follow to stay informed about the upcoming DC-specific rollout.

 

Profile-Based Control for Microsoft Office 365 Integrations!

Admins can now manage who can enable Microsoft integrations for Calendar, Contacts, and Tasks in Zoho CRM with new profile-based permissions. Previously, all users could activate these integrations regardless of their role, resulting in limited administrative control. With this update, admins can enable or disable Microsoft sync access at the profile level, ensuring only authorized users can connect and manage data between CRM and Office 365. This enhancement is available across all paid editions except CN DC. Read the full post for configuration details, permissions overview, and detailed screenshots.

Enhancement in Canvas!

Canvas now includes a Grid component with uniform cells as reference points for placing images, text, and data, keeping layouts proportional and consistent with less manual adjustment. It maintains visual balance through gutter spacing, and breakpoint widths help ensure responsiveness, including support for nested grids. A new Tab Focus Direction setting also lets you control whether the cursor moves left to right or top to bottom when tabbing through fields, making navigation more intuitive. Check out the full post for details and videos.


Quick Wins: 

Quick Access to Campaign-Linked Deals!

@David M wanted a “Show my campaign’s deals” button that opens the Deals module already filtered to the deals related to the specific Campaign record, and yes, it’s feasible with some setup. @Haiku Technical Support confirmed it can be done by passing filter parameters through a Client Script button, a Custom Related List link, or a Widget. This lets users viewing a campaign jump straight to all related deal records tied to that campaign, avoiding the limitations of the related list. Check out the post for the implementation ideas.

 

No More “Variable Type” Errors!

@Brady ran into a common issue while trying to auto-update Event fields, an error caused by mismatched variable types. The fix, shared by @Hugh Marshall, is simple. Just map your fields correctly using the # key to insert dynamic values. If you face a similar error, this small step can help resolve it quickly. Take a look at the post for details!

 

How to Build Reports with Multiple Child Modules?

@Jules wanted to know if it’s possible to create a CRM report or chart that includes two child modules under the same parent. While CRM doesn't allow linking multiple child modules directly in one report, @Haiku Technical Support suggested creating the two reports independently and then joining them when saving the second report to achieve this. Jules appreciated the solution and planned to try it out. Check out the post to see the full solution shared by Haiku.

 

Developers Corner: 

Load PO Date Field with Current Date in Zoho CRM

While automating Purchase Orders, @Ruben ran into common date format errors in Deluge, like “UnParsable date” and “INVALID_DATA.” Thanks to @Rodger for pointing out the issue with incorrect formatting, the fix was simple: use zoho.currentDate.toString("yyyy-MM-dd"). This highlights how crucial it is to use the proper ISO date format when working with dates. Check out the post for details!

Quick Ways to Create Leads from Dashboard!

@Travis wanted to know if it’s possible to add a “Create Lead” button directly on the Zoho CRM Dashboard instead of navigating to the Leads module first. Community experts suggested a few efficient workarounds: using the Quick Create option to add leads from any page, setting up a Kiosk button on the CRM Home page for instant access, or leveraging Client Script Commands to assign a keyboard shortcut that opens the lead creation form directly. This is especially handy when capturing info during live calls. Check the post for details on each method!


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

    • 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 AI

    • Zoho 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 features

    • Zoho 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 your

    • Zoho 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 some

    • Zoho 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

    • Important update for Zoho RPA Windows Agent users

      Hi everyone, We would like to share an important update for Zoho RPA Windows Agent users running Windows Server 2016 or Windows Server 2019. The new Zoho RPA Windows Agent 6.0.0 and later versions are not supported on Windows Server 2016 and Windows Server

    • Multi-Option Estimates: One Estimate, Multiple Choices

      Every service request can have multiple solutions. Multi-Option Estimates help you present these different solutions in a single estimate with its own name, parts, price, and total. Each option can differ in scope, approach, or price — whatever choices

    • Delete CRM Portal

      How do I delete portals from my CRM? I created one just to test, it is not in use and is disabled but it's existence is preventing me from marking fields in modules as "required" unless I make it 'read/write' in the portal first. I'd rather just delete

    • Marketing Tip #32: Improve SEO and customer confidence with an FAQ section

      Before making a purchase, customers often have simple questions about delivery times, returns, product usage, or sizing. If they can’t quickly find answers, they may leave your store without buying. Adding a clear FAQ (Frequently Asked Questions) section

    • Contact removed when picking ticket template.

      hi new to Desk rolling out to company, replacing Freshdesk. Is there way to keep the in context contact when selecting a template? When you choose a template you lose the contact!

    • ZOHO Campaigns in ZOHO Analytics - Campaigns vs Contacts Table

      There seems to be information in the Zoho Campaigns table such as Unique Opens and Unique Clicks that can't be found in the Campaigns vs Contacts table where only Opens and Clicks are shown on a per contact level. Is there a way to bring Unique Opens

    • Zoho Publish is now available in Zoho One!

      Hello Zoho One users, We’re excited to announce that Zoho Publish is now included as part of the Zoho One suite! As businesses grow, keeping their business information accurate across online platforms can become challenging. Updates may be missed, details

    • How to change an employee mail id

      Hi, Does the administrator have the rights to edit an  employees mail id. 

    • Cousin Domain Verification in Zoho Mail: Identify and block look-alike domains

      Phishing attacks often rely on domain names that closely resemble legitimate ones. This makes it difficult for users to identify fraudulent emails at first glance. Zoho Mail's Cousin Domain Verification feature allows administrators to define trusted

    • How do I add 2 agents under the same email?

      I have 2 agents who use the same email address. I added one, but when adding the second agent, it says that the email is already registered. How do I configure this properly?

    • Zoho Desk API modifiedTimeRange returns HTTP 500 around 2026-03-08T02:00:00.000Z

      Hello Zoho Support Team, We are experiencing a reproducible HTTP 500 Internal Server Error when querying the Zoho Desk API search endpoint with a specific modifiedTimeRange boundary. ### API Endpoint GET /api/v1/tickets/search ### Reproduction Steps &

    • Updating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function

      I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modify

    • Collaborate Visually with Whiteboard in Zoho Projects

      Whiteboard in Zoho Projects allows you to collaborate visually by creating diagrams, annotating designs, and sketching project workflows using shapes, text, and images within project modules. Team members can work simultaneously, improving productivity

    • Associate project with timer on iPhone

      When I start the timer without first associating a project (on my iPhone), its starts fine but now when I need to associate a project, and click on the link, I get a list of EVERY project I've ever put into Zoho Books. It used to just show active projects.

    • Sales Tax Refund on Commerce Order

      I've looked high and low. Relatively new to ZOHO but not to systems in general. How do we produce a refund for sales tax charged and paid for by a customer in error? This does not impact inventory stock. Simply for accounting and getting the $ back to

    • Importing Chart of Accounts from Quickbooks -- "Debit or Credit"?

      I'm trying to switch from QB to Zoho Books. I've prepped my chart of accounts and put it into the format following the structure of the sample CSV file. But one thing that does not exist at all on the Quickbooks side is the Zoho column for "Debit or Credit".

    • Long term pricing for customers managing multiple organizations

      I've been using Zoho extensively for quite some time and genuinely think it's one of the most powerful and customizable business platforms available. Between Zoho Books and Zoho Analytics, I've invested a significant amount of time building automations,

    • Default Status for Appointments to Completed

      We use Zoho Bookings integrated with Zoho Desk to book time for tech support sessions, we've configured it to only allow for a contact to book a single session to avoid customers overbooking time that may not be needed. The trouble is, once a session

    • Customer User Fields for use in Rules

      Hi, I would like to be able to add custom fields to the users, such as Department or Role, which can then be used in Rules, Reports, etc. as a condition. A use case is limiting Global lists or Choices based on the users Custom Field, so one form can be

    • Add ZeptoMail to Zoho One

      Hi Zoho Team, I would like to request that ZeptoMail be added as a fully included application within Zoho One. Why this is important Zoho One is positioned as a unified business operating system that brings the applications an organization needs under

    • Item image on document

      I know what I am asking may not be possible, but I will ask anyway, maybe I will get lucky, and someone else is doing it. My business is based on special orders only from various online stores. When I send a quote to a client, I generate a separate quote

    • Dashboard Metric Drill-Down Shows Stale Data

      Summary: When clicking between different metric components on a custom dashboard, the drill-down list shows data from the previously opened metric instead of the one just clicked. Steps to Reproduce: Create a custom dashboard with multiple pre-defined/templatized

    • Zoho Marketing Automation WhatsApp Campaign Import Sync for Zoho Analytics

      WhatsApp is a critical channel in modern marketing, yet WhatsApp Campaign metrics from Zoho Marketing Automation currently cannot be natively imported into Zoho Analytics via the default advanced analytics connector. Integrating this into the standard

    • Allow Reauthorizing CRM Connections Without Revoking First

      Currently, when a Zoho CRM connection needs to be reauthorized or authorized with another account, we first have to revoke the existing authorization and then authorize it again. This creates a gap where the connection is unavailable, and any functions,

    • Programmatic Itemized Expenses?

      It does not appear that it is possible to create itemized expenses programmatically (via the API)? Is this correct, or am I misunderstanding the situation?

    • Prefix & Suffix on Single Line, Number, etc.

      Hi, I would like to have the same Prefix and Suffix that was added to the Unique ID on Text and Number Fields. Use case could be as basic as temperature, as per another Idea I have to use Single Line (Text) for a number that might have leading zeros today,

    • Handle Leading Zeros in a Number Field

      Hi, If I use a Number Field, set with Min 7 Digits and Max 7 Digits, and enter 0000001, it will result in 1 and an error as it removes the leading zeros, the same with entering 0012340 will result in 12340 and error. So I have to use a Text Field and

    • Is there a way to show contact emails in the Account?

      I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

    • Virtual Option for Fields

      Hi, I would like to be able to choose another option other than Read-Only or Disabled, such as Virtual. And with Virtual, the field is shown on the form and avilable in rules, but NOT saved to the Database. A use case is having multiple Large Lists of

    • Zoho Marketing Automation Cannot Sync Lookiup Fields

      Hello all, It seems that Zoho MA cannot sync Lookup fields from the CRM. Can you confirm if this is the case? Is there a workaround? Do you know if Campaigns can sync with custom modules and also with Lookup field in the CRM? Thank you!

    • Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified

      I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that

    • Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

      We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode

    • Zoho Campaigns EU Topics API returns HTTP 200 with empty topicDetails

      Hello, Our Zoho Campaigns EU organisation has two custom topics visible in the Campaigns UI, and contacts are subscribed to them. However, an OAuth request with ZohoCampaigns.contact.READ to https://campaigns.zoho.eu/api/v1.1/topics returns HTTP 200 with

    • Caso de Éxito: Cómo Toyota Financial Services unificó la atención al cliente con Zoho

      "Después de seis meses con el CRM en producción estamos encantados." Miriam Cárdenas, Responsable Departamento ATC Toyota Financial Services es la división financiera de Toyota encargada de gestionar la financiación de vehículos y, junto con KINTO España,

    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

    • Sending Zoho form link from custom function in Zoho CRM

      Hello,  We intend to send a Zoho form link to certain Contacts using a custom function. The Zoho Form must be pre-filled with the Deal information and contacts receiving it should be able to modify the values and upon submission, those modifications must

    • Automatically remove commas

      Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom

    • Zoho ERP | Product updates | July 2026

      Hello users, We're back with another round of updates to help you streamline your operations. This month's release brings new features and enhancements designed to help you work more efficiently. Read on to discover everything that's new in Zoho ERP this

    • Zoho CRM

      Cuándo voy a adjuntar un archivo .pdf en un registro en el campo Archivo obtengo el siguiente error:

    • Can I hide some products from a particular customer

      HI I want ot give a customer access to the portal but I need to hide some products from them that are not available for them to buy- is this possible ?

    • Next Page