Zoho CRM Community Digest - Aug 2025 | Part 1

Zoho CRM Community Digest - Aug 2025 | Part 1



Hey everyone! 
The first half of August went by, and we have a few announcements and some good noteworthy discussions. So, let's take a look at them! 

Product Updates:

Zoho CRM’s Next-Gen UI now includes Connected Records, a powerful feature that streamlines cross-team collaboration by linking related records such as deals, demo requests, onboarding tasks or contracts across modules. Unlike traditional lookup fields, Connected Records are more dynamic and can be created manually, directly from the source module, or triggered via workflows, all without admin setup. This ensures teams get the right context at the right time, reducing dependency on emails and making hand offs seamless. For a full walkthrough and visuals, check out the post.

Streamline data collection on the go with Kiosk, now accessible from Blueprints, Record Detail view, Custom Buttons, and Canvas.  Make calls using Zoho Voice and RingCentral directly from the app for a more integrated calling experience. Voice notes and voice-to-text inputs are now extended to 5 minutes, facilitating easy addition of longer notes. WhatsApp Business messaging is now deep-linked from Business Card section and Record Detail view, enabling you to start chats with a quick tap. Want to see how it all looks? The full post includes handy screenshots and walkthroughs.

Introducing Connected Workflows:

Zoho CRM introduces Connected Workflows, a powerful new feature designed to automate the entire customer journey by connecting multiple teams and the CRM modules each team works with. Unlike traditional Workflows that operate within a single module, Connected Workflows let you set up trigger criteria and actions across multiple CRM modules, enabling seamless, collaborative automation tailored to how different teams work. Want to see how to build these step-by-step? Check out the post for a full walkthrough!

Control Timeline & Interaction Visibility in Zoho CRM with Profile-Based Permissions

Admins now have the power to manage who sees the Timeline and Interactions across modules in Zoho CRM. With this update, profile-based permissions let you enable or disable access to a record's history for each module, ensuring users only see information relevant to their roles. The feature is currently available in most data centers, with a broader rollout on the way. Check out this post to learn more.

Zoho CRM UI Update: Streamlined Activities Module:

Zoho CRM is rolling out a UI update focused on the Activities module, covering Calls, Meetings, and Tasks. Key interface elements have been reorganized to create a more consistent experience across the CRM. The Timeline tab now appears next to the Overview, and details like call reminders, RSVPs, and task follow-up messages are easier to access. The rollout is happening gradually across all data centers and editions. Check out the full announcement for more updates and a complete overview of all these changes.

CommandCenter 2.0:

Managing a lead's journey, service delivery, vendor coordination, or the entire customer lifecycle involves complex orchestration of processes, touchpoints, and customers. With CommandCenter 2.0, we've made that orchestration smoother, smarter, and more scalable. You can now group records from multiple modules into unified stages, trigger actions from custom events, and track customer progress using dynamic identifiers, no pre-built relationships required. It’s all about clearer orchestration, smarter logic, and more control over your customer touchpoints. Check the post for full details.


Quick Wins:

Tips for effective usage of Lookup fields:

@gbjork has a Technicians module and Submissions module that tracks job assignments with a lookup to the related technician. As the lookup field displays only the primary field, an auto-generated Tech ID, they wanted to include the technician name in the Submissions module. @Hugh Marshall clarified how the lookup association works and suggested clicking the lookup icon to open a detailed view showing additional technician details to help select the right technician. He also pointed out that hovering over the info icon quickly reveals the technician's name. Check out this post for full details.


Developer's Corner:

Create Custom SalesSignals via Developer Console:

SalesSignals is currently supported out of the box only for the Leads and Contacts modules. When @Rakesh Kumar needed to configure SalesSignals for a custom module, @Ishwarya pointed out that this can be achieved using APIs or Functions. @Hugh Marshall stepped in with a brief explanation and the required code to make it work. Check out this post for more details.


Flexible Placement for Custom Buttons:

@Nick wanted all custom buttons visible on the record detail page instead of being hidden in a drop-down, as they felt users might miss them. @Haiku Technical Support shared a smart workaround using a client script that dynamically lists all available custom buttons in a widget. When clicked, the widget triggers the corresponding button action on the underlying CRM page. @Hugh Marshall summed it up in one word: Awesome! Check out this post for more details!

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!



      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

                                  • Edit Permission during and after approval?

                                    When a record is sent for approval Can a user request for edit permission from the approver? We don't want to give edit permissions for all the records under approval Only on a case-by-case basis How can we achieve this?

                                  • Zoho web and mobile application not workingn

                                    Both zoho forms web and mobile application aren't working. I have checked my network connections and they are fine.

                                  • Introducing the revamped What's New page

                                    Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

                                  • Prevent stripping of custom CSS when creating an email template?

                                    Anyone have a workaround for this? Zoho really needs to hire new designers - templates are terrible. A custom template has been created, but every time we try to use it, it strips out all the CSS from the head.  IE, we'll define the styles right in the <head> (simple example below) and everything gets stripped (initially, it saves fine, but when you browse away and come back to the template, all the custom css is removed). <style type="text/css"> .footerContent a{display:block !important;} </style>

                                  • Bulk Moving Images into Folders in the Library

                                    I can't seem to select multiple images to move into a folder in order to clean up my image library and organize it. Instead, I have to move each individual image into the folder and sometimes it takes MULTIPLE tries to get it to go in there. Am I missing

                                  • Latest updates in Zoho Meeting | Breakout rooms and End to end encryption

                                    Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Breakout Rooms for enhanced collaboration in your online meetings and End-to-end encryption to ensure that the data is encrypted

                                  • Systematic SPF alignment issues with Zoho subdomains

                                    Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due

                                  • Accidentally deleted a meeting recording -- can it be recovered?

                                    Hi, I accidentally deleted the recording for a meeting I had today. Is there a way I can recover it?

                                  • To Zoho customers and partners: how do you use Linked Workspaces?

                                    Hello, I'm exploring how we can set up and use Linked Workspaces and would like to hear from customers and partners about your use cases and experience with them. I have a Zoho ticket open, because my workspace creation fails. In the meantime, how is

                                  • How to access email templates using Desk API?

                                    Trying to send an email to the customer associated to the ticket for an after hours notification and can't find the API endpoint to grab the email template. Found an example stating it should be: "https://desk.zoho.com/api/v1/emailtemplates/" + templateID;

                                  • Update Portal User Name using Deluge?

                                    Hey everyone. I have a basic intake form that gathers some general information. Our team then has a consultation with the person. If the person wants to move forward, the team pushes a CRM button that adds the user to a creator portal. That process is

                                  • Unable to retrieve Contact_Name field contents using Web API in javascript function

                                    Hello, I've added a field in the Purchase Order form to select and associate a Sales Order (Orden_de_venta, lookup field). I've also created a client script to complete some fields from the Sales Order (and the Quote), when the user specifies the related

                                  • Updating Woocommerce Variation Products Prices Via Zoho CRM

                                    I can update product prices with this flow: But I can't update variant products. I got a code from Zoho for this, but I couldn't get it to work. It needs to find the product in the CRM from the SKU field and update the variation with the price there.

                                  • Emails Disappearing From Inbox

                                    I am experiencing the unnerving problem of having some of the messages in my inbox just disappear.  It seems to happen to messages that have been in there for longer than a certain amount of time (not sure how long exactly). They are usually messages that I have flagged and know I need to act on, but have not gotten around to doing so yet.  I leave them in my inbox so I will see them and be reminded that I still need to do something about them, but at least twice now I have opened my inbox and found

                                  • Power of Automation :: Automatic removal of project users once the project status is changed.

                                    A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

                                  • Customizing Form Questions per Recipient Group in Zoho Campaigns/Forms

                                    Hello everyone, I would like to ask if it’s possible in Zoho Campaigns or Zoho Forms to send out a campaign where the form questions can be customized based on the group of recipients. Use case example: I have prepared 20 questionnaire questions. For

                                  • Automatic category assignment

                                    Hi, I’d like to ask if there is a way to automatically assign an expense category based on the recognized Merchant. What would be the simplest way to set up automatic category assignment? Alternatively, is there an option to first choose the category

                                  • 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

                                  • Every time an event is updated, all participants receive an update email. How can I deactivate this?

                                    Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening

                                  • Having Trouble Opening The Candidate Portal

                                    Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.

                                  • Forms - Notification When Response Submitted

                                    How do I set it up to generate an email notification when a response (class request) is submitted?

                                  • How to disable user entry on Answer Bot in Zobot

                                    Hi, I have an Answer Bot in my Zobot, here is the configuration: I only want the user to choose 1 of the 4 the options I have provided: When no answer found, user chooses 'I'll rephrase the question' or 'Ask a different question When answer is found,

                                  • More admin control over user profiles

                                    It's important for our company, and I'm sure many others, to keep our users inline with our branding and professional appearance. It would be useful for administrators to have more control over profile aspects such as: Profile image User names Email signatures

                                  • Please Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps

                                    Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realize

                                  • Changing the Default Search Criteria for Finding Duplicates

                                    Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.

                                  • Clear Tag & Linking Between Quotes and Sales Orders

                                    Hi Zoho Team, In Zoho Books, when a quote is converted into a sales order, it would be extremely useful to have: A clear tag/indicator on the quote showing that it has been converted into a sales order. A direct link in the sales order back to the originating

                                  • Zoho Books Sandbox environment

                                    Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

                                  • Add Direct Ticket Link to Zoho Help Center Portal in Email Replies

                                    Hi Zoho Support Team, We hope you're doing well. We’d like to request a small but valuable improvement to enhance the usability of the Zoho Help Center portal (https://help.zoho.com/portal/en/myarea). Currently, when someone from Zoho replies to a support

                                  • [Webinar] Deluge Learning Series - AI-Powered Automation using Zoho Deluge and Gemini

                                    We’re excited to invite you to an exclusive 1-hour webinar where we’ll demonstrate how to bring the power of Google’s Gemini AI into your Zoho ecosystem using Deluge scripting. Whether you're looking to automate data extraction from PDFs or dynamically

                                  • Connecting Zoho Inventory to ShipStation

                                    we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri

                                  • Subform edits don't appear in parent record timeline?

                                    Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

                                  • New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria

                                    Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements

                                  • Im Stuck in an EDIT ONLY WITH WIZARD issue

                                    So I found Wizards to be a really helpful tool in minimizing the exposure of redundant, superfluous fields to staff that would never otherwise have to edit those fields. My issue is, that when the record (in this case a lead) is created with a wizard,

                                  • Account upgrade

                                    Good evening, I upgraded my account and paid for it. From standard to professional. Unfortunately after the paiment my account was not upgraded. Please your advise. Best Regards Erik van Staverden

                                  • How to set ALL default dates of my organization to DD-MM-YYYY format?

                                    All replies to this question comes from a time where the UI was different. It's extremely frustrating not being able to find how to do this simple setting change. I want everything and everyone in my organizations to have DD-MM-YYYY date format by default.

                                  • How can I sync from Zoho Projects into an existing Zoho Sprints project?

                                    Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

                                  • Can 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. thanks 

                                  • Zoho Subform Workflows onAdd of Row

                                    Suppose I have a form with attached workflows onLoad. If I use the form as a subform, will it inherit the workflows or do I need to create new ones onAdd of row?

                                  • Session Expired

                                    I constantly get "Session Expired" and need to relogin or close and open the application again. This gets really frustrating during the day. Is this something that can be solved? This really makes me want to leave the app as it is no go to need to reopen

                                  • Super Admin removal

                                    I brought a sub, and I gave the Super admin rights to a person who is no longer with us, so I need to change, and I need to make myself the Super admin

                                  • Next Page