Zoho CRM Community Digest - August 2025 | Part 2

Zoho CRM Community Digest - August 2025 | Part 2



Hello Everyone! Here's a quick round-up of handy tips, clever workarounds, and product updates from late August.

Product Updates:

Meeting Enhancements in Zoho CRM! 

Track whether a meeting is online, in-office, or at the client’s location using the new Meeting Venue option. This enhancement lets you categorize meetings for easier organization, filtering, and reporting. You can also mark meetings as all-day, set them to repeat, or remove venue options from the picklist that doesn’t fit your business needs. For admins, a new Preferences Tab enables managing online meeting providers directly from CRM without needing to visit the Marketplace. This full post has screenshots and key notes worth checking out.

Quick Wins:

Portals: Account-Level Access Challenge

Your customers, linked as Contact records, can access their information via the CRM portal. @Ivan Staykov brought up an interesting use case where individual Contacts should only access records linked to their emails, while the CEO of their company should access all Contact records linked to their Account. As CRM portals are tied to Contacts, not Accounts, this setup isn’t straightforward. @Max explored options, and @Amy shared a workaround that sparked Ivan’s interest. If you’ve run into the same limitation, this thread is a must-read for practical insights.


Understanding how custom view un-enrollment works in Cadences?

@Matt Warner asked if leads enrolled to a Cadence through a custom view gets automatically un-enrolled when they no longer meet the view criteria. @Sunderjan Siddharth clarified that leads will remain in the Cadence and continue their scheduled steps unless an unenrolled property is specifically linked to the custom view condition. Once that property is set, the system will automatically remove leads that drop out of the criteria. Check out the full post for more on how Cadence un-enrollment works and how to fine-tune your setup!


Tip for targeted marketing campaigns for Contacts with closed Deals!

@Dalton wanted to run a marketing campaign targeting Contact records with closed Deals but faced a challenge: some contacts have multiple deals, with a mix of open and closed statuses. Simply filtering for closed deals would still include contacts who have open deals, which wasn’t desired.@Sunderjan Siddharth suggested using roll-up summary fields in the Contacts module to count total deals as well as open and closed deals per contact. This lets you build reports that accurately excludes contacts with any open deals. Check out the full post for detailed steps, screenshots, and where to set this up!


Developer's Corner: 

Can you fetch 200+ records from a Custom View at once?

@Sam wanted to pull all records from a Custom View exceeding  the 200-record limit without using pagination. @Sunderjan Siddharth clarified that COQL can fetch up to 2,000 records in a single query, and suggested using a loop to retrieve up to 100K records efficiently.Check-out the post for the full solution on  handling large datasets effectively in Zoho CRM.

Make attachments mandatory before closing Deals:

@Jhonata wanted to make it mandatory to add attachments before marking a deal as Closed-Won. @Rakesh Kumar suggested triggering a Client Scripts on the Stage field update across touchpoints like the Details, Edit, and Canvas pages to check for attachments, cancel submission if none exist, and display an alert. @Pheranda Nongpiur followed-up with step-by-step guidance and shared the sample Client Script to check attachments on save. Check the full post for the scripts and detailed setup instructions!

How Marta leveraged AI and assistance from the community to automate Quote stage updates:

@Marta wanted all quotes with stage "Next Year" to automatically update to "Draft" on a specific date. @Bhoomi Joshi suggested creating a scheduled function to fetch quotes from a custom view and update the stage, recommending that Marta test with a few records first before connecting it to a Schedule. Despite being a non-coder, Marta used AI to generate the required code and then collaborated with the Community to refine and get it working.Check this post for the step-by-step setup, code tips, and insights on how Marta made it happen!

Kaizen:

Answering Your Questions!

(Kaizen #204) - Perform Field Updates before Blueprint transition via Client Script

Learn how to enhance your lead follow-up Blueprint by prompting users for input during Blueprint transitions and updating description field with detailed comments in Zoho CRM. Kaizen #204 demonstrates how to use beforeTransition scripts to capture comments, validate input, and maintain a running comment history. In this setup, a popup prompts users to enter a comment before each transition. If the comment is fewer than 25 characters, the transition is stopped; otherwise, the system appends the comment along with the transition name and user’s name to the Description field. This is a practical way to improve transparency and traceability in your Blueprint process. Check the post for the full code and setup!


(Kaizen #205) - Managing Picklists and Enabling History Tracking via Zoho CRM APIs

Kaizen #205 breaks down the difference between Picklist and Multi-select Picklist, shows you how to set up global picklists across modules, and explains how to enable history tracking in Zoho CRM using APIs. It's super detailed and walks you through creating and updating picklist fields, removing options, assigning and updating values in records, and turning on history tracking with step-by-step API examples. The inclusion of sample code and responses for each part makes it easy to follow. Give this post a read if you want to get these features set up smoothly!


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

                                  • How to update "Lead Status" to more than 100 records

                                    Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan
                                  • Meet up de Zoho en Bilbao

                                    Buenos días comunidad! Estamos estudiando hacer un Meet up en Bilbao desde zoho y varios Partners. Para que la experiencia sea excelente, queremos saber cuantas pesonas se vendrían a Bilbao al evento. Y para que sea lo mas útil posible, que temas dentro
                                  • Picklist reference value in REST

                                    picklist options can be configured to have a different reference value than the displayed one, should be helpful in things like multilanguage: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/translations/articles/translations is there a way
                                  • In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."}

                                    In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."} this is button Function used in the Creator map Inventory.Create_Credit_note(int CRE_ID) { return_value
                                  • How to create a Zoho Mail extension similar to Outlook's OnSend add-in?

                                    Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert
                                  • Marketing Tip #2: Recover lost sales with abandoned cart emails

                                    Did you know most online shoppers don’t complete checkout? Automated cart recovery emails are an easy way to bring them back. A simple reminder can recover sales you’d otherwise lose. Try this today: Enable abandoned cart emails in Zoho Commerce and set
                                  • Billing Management: #9 Usage Billing in IoTs

                                    We live in a world where connectivity has become a lifestyle rather than a luxury. From smart thermostats that adjust your home's temperature to GPS trackers monitoring end-to-end fleets and sensors that optimize energy grids, the Internet of Things has
                                  • {"code":1038,"message":"JSON is not well formed"}

                                    Today this began failing: sales_order_data = zoho.books.createRecord("salesorders",books_organization_ID,order_data); with this error message. {"code":1038,"message":"JSON is not well formed"} This code has been running for two years. Here is the input
                                  • How can I migrate Shared Mailbox from Zoho Mail to Team Inbox?

                                    I am unable to migrate mails from my shared mailbox in Zoho Mail to Team Inbox. I am the super admin of my Zoho One plan and yet I am getting an error saying only admins can do this? I don't understand the issue.
                                  • Remember all the ways we've posted?

                                    The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digital
                                  • Unable to continue payment

                                    Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help me
                                  • Add Support for Authenticator App MFA in Zoho Desk Help Center

                                    Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,
                                  • Can no longer upload my own Notebook cover

                                    I've had Notebook for over a year and have been able to create my own notebook covers, but when I tried to upload my own cover for a new notebook today, the upload feature has suddenly been starred, requiring me to upgrade my account. When did this
                                  • Zoho Desk - Cannot Invite or Register New User

                                    Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process
                                  • Custom domain issue

                                    I recently changed records for my support area custom domain for a few months, I then wanted to come back to Zoho, but now I can't connect it and I can't login as it's having an SSL issue. I cannot get a good response from support, as I've been notified
                                  • How do you generate personalized certificates and save them in dynamic folders using Writer's mail merge?

                                    Zoho Writer's mail merge feature can help you enhance the certificate management process. It's a great way to save time and effort! Merge certificates and maintain a well-organised repository with personalised certificates stored in separate folders for
                                  • Zoho Editor

                                    Zoho PDf Editor is not working I am clicking on EDIT PDf then it again bringing me back to the same page. again and again.
                                  • The present is a "present"

                                    The conversation around mental health has been gaining attention in recent years. Even with this awareness, we often feel stuck; the relentless pace of modern life makes us too busy to pause, reflect, and recharge. In the world of customer support, this
                                  • Zoho Sheet Autofit Data

                                    While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.
                                  • KPI Widget dashboard select periods

                                    I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects
                                  • Search in Zoho Community Not Working

                                    I realize this is a bit of a meta topic, but the search for the various Zoho Communities appears to not be working. I'm under the impression that they run on some version of the Zoho Desk platform, so I'm posting this here.
                                  • Connecting Zoho Mail with Apollo.io

                                    Hi, I am trying to connect my Zoho Mail account with my Apollo.io account to start sending cold email for prospecting purposes. I have activated the IMAP setting but I am still unable to connect to the Apollo account. I am using my email credentials but
                                  • @zohomail.in -- modification

                                    SUGGESTIONS :--- @zomail.in ---- appears and sounds better then @zohomail.in
                                  • Market cap

                                    Market cap formula?? Kaise nikale
                                  • Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it

                                    Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs to
                                  • Direct Integration Between Zoho Cliq Meetings and Google Calendar

                                    Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not just
                                  • Zoho sheet

                                    Unable to share zoho sheet with anyone on internet with editer option only view option is show
                                  • Mail and OS

                                    Jai Hind! Zoho is doing good by creating good software (made in india) on par with other tech giants. 🥰 Suggestion: 1. Whenever we sign up on zoho mail its asking for other mail id. It shouldn't be like that. You should ask general details of a user
                                  • Personal account created under org account

                                    Hi there, I am Jayesh. We are using ME Central, and we have an account by the email ID soc@kissht.com.. Now I have created a personal account., jayesh.auti@zohomail.in, accidentally. Can you help me to remove this jayesh.auti@zohomail.in from my organization
                                  • Add another account

                                    How to add another mail account to my zoho mail.
                                  • Recover deleted user

                                    Hi by mistake i have deleted an added user and his email associated. Please help me recover it thank you.
                                  • No connection to the server

                                    Hello! I can't add a new email address to my mailbox because your server is rejecting me. Please help. I took and added a screenshot of this problem Marek Olbrys
                                  • URGENT: Business Email Disruption – SMTP Authentication Failed

                                    Dear Zoho Support, I am writing to escalate a critical issue with my business email account: 📧 marek@olbrys.de My domain olbrys.de is fully verified in Zoho (MX, SPF, DKIM, DMARC all valid – green status). I am using the correct configuration: smtp.zoho.eu
                                  • Emails missing from desktop but visible on phone

                                    Subject says it all. Windows 11 laptop. Apple phone. all systems up to date.
                                  • Website Hosting

                                    Hello, I want to host my domain on Hostinger, and I want my emails to run through Zoho Mail. Please provide me with the SPF record, MX record (Type: TXT), and A record, so that I don’t face any issues with my emails. My website is on Hostinger hosting,
                                  • Can not search zoho mail after update V.1.7.0

                                    i can not search mail on to and cc box from attached picture and then search contacts box can't click or use anything. include replay mail too.
                                  • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

                                    Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available
                                  • How to retreive the "To be received" value of an Item displayed in Zoho inventory.

                                    Hi everyone, We have our own Deluge code to generate a PO according to taget quantity and box quantity, pretty usefull and powerful! However, we want to reduce our quantity to order according to "To be received" variable. Seems like this might not even
                                  • Payment on a past due balance

                                    Scenario: Customer is past due on their account for 4 months. We suspend their billing in Zoho books. Customer finally logs into the portal and enters a new credit card. We associate that cardwith their subscription, which will permit the card to be used
                                  • Kaizen #211 - Answering your Questions | Using Canvas and Widgets to Tailor CRM for Mobile

                                    Howdy, tech wizards! We are back with the final post in addressing the queries you shared for our 200th milestone. This week, we are focusing on a couple of queries on Zoho CRM mobile configurations and custom payment gateway integration. 1. Mobile SDK
                                  • Next Page