Zoho CRM Digest

Zoho CRM Digest



The new year is already in motion, and the Zoho CRM Community has been buzzing with steady updates and thoughtful conversations. In this edition, we’ve pulled together the key product enhancements, Kaizen learnings, and helpful discussions from the first two weeks of January, so you can catch up in minutes.

Before we jump into what’s new, here’s a quick thought:

 

Last year laid the foundation for a lot of what you’re seeing now. If you haven’t already, take a minute to skim through the 2025 highlights. It’s a great way to connect the dots. And if CRM lives on your phone as much as your laptop, don’t miss the mobile recap covering everything that rolled out across Android and iOS.

Now, let’s get into what’s new.

 

Product Updates:

More control over email fonts and reply-to settings:

Your emails just got more flexible in Zoho CRM. The email composer now supports custom fonts, font sizes, and a default reply-to address. Check out the post to learn more and see how to configure these enhancements.

Create formula fields faster with Zia Formula Expression Generator:

Writing formula syntax from scratch? Not anymore. The new Zia Formula Expression Generator lets you describe your logic in plain language and automatically generates the expression for you. Review, tweak, and insert it directly while creating Formula fields in the Layout Editor. Check out this post to see it in action.

Integrate QuickML models directly into Zoho CRM

Custom AI Solutions in Zoho CRM now offers deeper integration with QuickML, allowing you to connect deployed QuickML models directly to CRM modules and view AI-driven insights within record detail pages. Map CRM fields to your model inputs and instantly access predictions, recommendations, forecasts and analysis as part of your day-to-day operations. Explore more about this integration in this post.

Business day logic update: more accurate Workflow scheduling

We’ve updated how business-day calculations work in Workflows to ensure offsets like +0, +1, and +2 business days behave exactly as intended when triggers occur on weekends. This update makes Workflow execution timing more accurate and predictable, especially for processes that rely on business-day-based scheduling. Learn how it works and what it means for your Workflows in the Forum announcement post.

New VoC enhancements in Zoho CRM for deeper response insights

We’ve introduced new enhancements to Voice of the Customer (VoC) in Zoho CRM that help teams analyze customer feedback more deeply and contextually. These updates include response-level drilldown, summary-based analytical components powered by Zia, and the ability to leverage VoC intelligence in custom views and Workflow criteria. Check out this announcement post to discover how these features can be used in dashboards, views, and Workflows.

CRM gets location-smart with the new Map View

We have introduced Map View in Zoho CRM to help teams visualize and work with records based on location. Powered by the new address field and Mappls (MapMyIndia), Map View lets you plot records on an interactive map, apply nearby filters, sort by distance, and plan visits more efficiently, all within your CRM modules. This feature is available in all paid editions but only for the Indian Data Center (IN DC). Explore this post to learn how Map View works and how you can use it for location-based planning and execution.

Enhance your CRM records with data enrichment:

In Zoho CRM, data enrichment helps enhance company and person records with additional information gathered from publicly available sources. Details such as company size, industry, job titles, and contact information are mapped directly to corresponding CRM fields using native enrichment capabilities and supported integrations like WebAmigo. Tip: Instead of enriching records manually, you can automate the process using APIs and Workflow rules to trigger enrichment when records are created or updated. Take a look at this post to understand how data enrichment works and how to configure it effectively.

 

Quick Wins:

Restrict task deletion and enforce strict stage control in Zoho CRM:

@Rodney D Abernathy asked how to prevent staff users from deleting tasks and enforce forward-only stage progression in Zoho CRM. @Ishwarya SG recommended restricting task deletion by adjusting profile permissions and using Blueprints to control stage progression with admin-only corrections. Read the full discussion for setup details.

Setup notifications for upcoming CRM callbacks in Zoho CRM:

@Dan Newham asked how to notify users before scheduled CRM callbacks. @Haiku Technical Support suggested using built-in Call activity reminders (pop-ups and Cliq messages), creating call-related Workflows for email notifications, or leveraging Zoho Flow for automation, especially when template-based Workflows aren't feasible, as in Dan's case. Haiku also included screenshots that provide additional clarity, so take a look at this post to learn more.

Migrate data between related lists in the same module:

@Sahal Akel asked how to migrate existing Product-related list data in the Leads module to a newly created multi-lookup related list. @Cloud Bound suggested exporting the data using a detailed report with Leads as the primary module and the Product relation as the child module, then importing it into the linking module created by the multi-lookup field. Checkout the post to learn more.

Mapping countries to regions for deal reporting:

@Clement asked how to categorize Deals by region by linking country values to a region lookup table for reporting and analysis. @Pranit explained that this can be done by creating a custom module to maintain country–region mappings, adding a Lookup field on Deals, and using a workflow with a Deluge function to populate the region directly on the Deal record. This approach overcomes the reporting limitation of lookup fields and enables region-based reports and dashboards, while Client Scripts can also be used for UI level updates. Read the full discussion for implementation details.

Dev's Corner:

Associating Zoho Projects with Deals using Deluge:

@Jacob asked how to automatically associate a Zoho Project record with a Deal when creating the project via a Zoho CRM workflow using Deluge. @Ishwarya SG shared a sample script showing how to use the appropriate CRM-Projects API endpoint and explained why it's important to use the right data center–specific OAuth token and required connection scopes for Zoho CRM and Zoho Projects. Once the connection settings were aligned properly, the project–deal association worked as expected. Read the full discussion to review the sample script and setup details.

Kaizen:

Kaizen #223 – Building a File Manager CRM Widget using ZRC methods

This Kaizen explores the Zoho Request Client (ZRC) introduced in Widget SDK v1.5 and shows how to build a related list widget in Zoho CRM. The walkthrough demonstrates how ZRC enables integration with Zoho WorkDrive, letting users list, preview, and upload files directly from a record’s detail page. It also covers automating WorkDrive folder creation and setting up the widget for seamless file management. Read this post to explore the complete implementation and step-by-step guide.

 

Kaizen #224 – Quote-driven deal reconciliation using Zoho CRM Functions and Automation

This Kaizen demonstrates how Zoho CRM Functions and Automation can reconcile deal values against quote activity over time. The walkthrough covers managing currency fluctuations, grace periods, loss thresholds, and renegotiation logic by treating quotes as the source of commercial truth and updating finalized deal values accordingly. Read the full post to explore the business scenarios, field design, automation flow, and function logic behind this quote-driven reconciliation.

 

And with that, we wrap up this edition of the Digest. Caught something cool we missed, or have a favorite highlight from this edition?

 

Drop it in the comments! We’d love to hear from you. We’ll be back soon with more updates and community gems. Until then, stay tuned!


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • 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,

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ




                                ご検討中の方

                                  • Recent Topics

                                  • How to Invoice Based on Timesheet Hours Logged on a Zoho FSM Work Order

                                    Hi everyone, We’re working on optimizing our invoicing process in Zoho FSM, and we’ve run into a bit of a roadblock. Here’s our goal: We want to invoice based on the actual number of hours logged by our technicians on a job, specifically using the timesheets
                                  • Inclusion is the new engagement

                                    When in a very challenging situation, you may have peers or friends around you saying, “Everything will be okay.” They speak to you in a way that they are connected or in a language or tone that feels close. But your inner voice comes to you in a truly
                                  • DKIM verification for Squarespace website - Corrections to instructions

                                    Zoho Campaigns DKIM TXT record instructions for Squarespace show that Host field should show: 22111._domainkey.[domain name, e.g. mywebsite.com] However, after 72hrs, I had to reach out to Squarespace tech support, and they confirmed that the domain name
                                  • Passing the image/file uploaded in form to openai api

                                    I'm trying to use the OpenAI's new vision feature where we can send image through Api. What I want is the user to upload an image in the form and send this image to OpenAI. But I can't access this image properly in deluge script. There are also some constraints
                                  • My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.

                                    Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please
                                  • Disable All

                                    I want to disable all the fields on the form when it loads.  I know there is a way to do this by listing all the fields as follows: disable Name; disable Address; disable City;  ... I have over 50 fields on my form and i am wondering if there is a single command or way to just disable all fields on load.   On load = disable All Thank you for any help.  
                                  • Migrating my email from GMAIL to ZOHO MAIL..........

                                    I am a long time GMAIL user and I really only understand how they operate, but after reviewing your tutorials and forums online, it is quite unbelievable how much more and how much more streamlined ZOHO mail is, not to mention ZOHO's wonderful, more advanced capabilities. I do have several questions about transitioning over to ZOHO.  Primarily, where is the best place to start, what do I do first? And how hard is it actually to move all my business and personal accounts over here?  When I sign up
                                  • iOS Zoho Mail App Crashesruni

                                    Whenever I trying to search emails via the Zoho Mail app on my iPhone the app crashes, I am running the latest version of the app and the latest iOS version. I have all set reset the app and deleted the app and still have the same issue. Thank you in
                                  • Assessment Answered - Automation (Related List)

                                    Hello everyone, We have linked a candidate assessment to our job posting. When someone applies, they are required to answer all the assessment questions. However, some candidates submit their applications without completing the questions. In such cases,
                                  • Paid Support Plans with Automated Billing

                                    We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The
                                  • Can't change form's original name in URL

                                    Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
                                  • Calendar report with order options and more quick view templates

                                    I think many of us regularly work with calendar-style reports. It would be great to be able to customize the quick view with new templates and have options to sort the entries for each day of the calendar by different criteria. I think this is an interesting
                                  • Shared Views

                                    Hello, is there a way to prevent an agent from changing a shared table view? I have no issues with agents being able to create and customize their own view, but when I create a view and share it to my team -- the expectation is that they are viewing it
                                  • Using Zoho answer bot across departments (help center articles from another department)

                                    Hi Zoho Community, I’ve run into a major issue and hope someone here has experience with this setup. We currently have a Help Center in the department A where all of our knowledge base articles are maintained. However, we would like to use a Zoho Answer
                                  • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

                                    Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote
                                  • The Social Wall: January 2026

                                    Hello everyone, We’re back with the first edition of The Social Wall of 2026. There’s a lot planned for the year ahead, and we’re starting with a few useful features and improvements released in January to help you get started. Create a GBP in Social
                                  • Pipeline: Copying rulesets from one data source to another

                                    When creating and editing data pipelines, it would be really helpful to be able to copy the ruleset from one data source and 'paste' it to another. This would save time and reduce manual mistakes.
                                  • Doubt about maximum email reach

                                    Good morning, greetings. This is Bramdon García from EDULABS S.A.S ESP, located in Colombia. I'm writing to inquire about the possibility of sending an email to 35,000 people simultaneously. Our company has a Zoho account, but we'd like to know if there's
                                  • Zoho calendar not working in browser

                                    Hello, I am new to Zoho. I have two accounts for two separate businesses. In one of them, calendar loads in a browser no problem. However, if I use this account (sairfeetmusic.co.uk) calendar does not load. I also cannot add it to my Thunderbird Lightening
                                  • Authentication Failure when adding POP3 accounts

                                    Hi everyone, I am a new user currently migrating from Gmail to Zoho Mail. I decided to make the switch following Google's decision to discontinue POP3 fetching. I previously used Gmail as my primary mail hub, and Zoho seems like the perfect alternative
                                  • Trident Application Folder

                                    Hi, How to choose installation folder for Trident, by default it gets installed in C drive. How to change drive?
                                  • Email disappeared to specific contact

                                    Good afternoon, this morning I emailed somebody. This email isn’t showing up in my sent folder. They sent me a response which I clicked on and it disappeared immediately. Why could this be?
                                  • Create an Eye-Catching Announcement Widget for Your Help Center

                                    Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for
                                  • Enable Free External Collaboration on Notecards in Zoho Notebook

                                    Hi Zoho Notebook Team, I would like to suggest a feature enhancement regarding external collaboration in Zoho Notebook. Currently, we can share notes with external users, and they are able to view the content without any issue. However, when these external
                                  • Updating records through Zoho Sheets View doesn't update timeline or trigger workflow rules

                                    I have noticed that when i update a series of record with the zoho sheets view (see here http://d.pr/i/ahnR) it doesn't update timeline history or trigger workflow rules. I am using it in the Deals module. Looking forward for some more info. Denis
                                  • How do I change the account bank charges are charged to?

                                    I want bank charges charged to my Credit Card Fees account. Is there a way to do this?
                                  • Mail Search should allow grouping by conversation like Gmail.

                                    Having switched from gmail I have found the search function hard to use. Mostly because mail is not grouped by conversation in search. If I search for a word when looking for a conversation had with someone then sometimes 10 emails will come up from the
                                  • Ability to CC on a mass email

                                    Ability to CC someone on a mass email.
                                  • Updation of Old Browsers Versions for Zoho CRM

                                    We have upgraded the default browser version for CRM to facilitate features like widgets and scripts that are often implemented aside from advanced functionalities for various business requirements. The latest version is aimed to provide better performance
                                  • Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

                                    While working with customers across different industries, we have identified a few functional questions and gaps that commonly arise—especially for project-based and service-oriented businesses. Many organizations, such as those in shipping, construction,
                                  • Zoho Desk domain Mapping not Working Showing CNAME Error

                                    I have created the subdomain and created the Cname as well as its instracted on the Zoho website  but when i try add the domain on help desk its showing error msg : Make sure you've mapped the CNAME entry and linked it to desk.cs.zohohost.com.au on your
                                  • Founders using Zoho — are you leveraging Zoho Campaigns + Zoho Social for thought leadership… or just sending emails?

                                    I’ve noticed something interesting in the Zoho ecosystem. Many founders use Zoho Campaigns and Zoho Social for basic marketing—newsletters, scheduled posts, and announcements. But very few are using these tools strategically to: • Position themselves
                                  • I have the item field and Quantity field in the sub form , on the submit of the form if the quantity is grater than inventory means show alert on submit validation only for item type goods ,

                                    I have the item field and Quantity field in the sub form , on the submit of the form if the quantity is grater than inventory means show alert on submit validation . Stock Check Validation only for item type goods , not for item type service . For the
                                  • IMAP stopped working after enabling 2 factor authentication

                                    IMAP stopped working after enabling 2 factor authentication. Is there any solution for this?
                                  • Rename Service Report

                                    Some of our customers are requesting the name of the service report PDF to be in a specific format, for example, instead of REP-001.PDF some are requesting to include their name like customername.pdf. is that possible?
                                  • Approvals in Zoho Creator

                                    Hi, This is Surya, in one of  my creator application I have a form called job posting, and I created an approval process for that form. When a user submits that form the record directly adding to that form's report, even it is in the review for approval.
                                  • Outgoing emails rejected due to SpamCop RBL listing (IP 136.143.188.12)

                                    Hi All, I am writing to report a deliverability issue affecting outgoing emails from my Zoho Mail account. Recently, several messages sent from my domain (example.com) to external recipients have been rejected with the following error message (redacted
                                  • Share Record Ownership in Zoho Recruit

                                    We’re introducing User Fields in Zoho Recruit designed to make collaboration easier when multiple team members need to work on the same record. With User Fields, you can extend record ownership beyond a single user and enable smoother teamwork across
                                  • Recherche d'un développeur

                                    Bonjour, j'ai un projet de SAAS sur une base de zoho créator et zoho CRM et je recherche un développeur qualifié français pour créer l'application créator (fonctionnel et graphique) et les workflow et blueprint de CRM
                                  • Display actual mileage on an invoice

                                    My users are creating expenses in Zoho expense. For example, they expense 10 miles and get paid 7 dollars (10 miles * IRS rate of .70). If I look at the expenses in Zoho Books, it does show them at 10 miles at .70 cent When I add these expense to an invoice
                                  • Next Page