Zoho CRM Community Digest – May 2026 | Part 1

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 a native QuickBooks integration, smarter Zia capabilities, flexible CRM forecasts, updates to the Zoho CRM mobile app, and a few interesting discussions.

Let's get into it!

Product Updates:

Zoho CRM now has a native QuickBooks integration!
Every closed deal eventually becomes an invoice, a payment, follow-up. But getting that information from your CRM to your accounting system has always meant someone doing the work manually. The native QuickBooks integration for Zoho CRM removes that entirely. Customer data, financial records, and workflows now move together automatically, so sales teams get real-time financial visibility inside CRM, and finance teams stop waiting for updates. The post walks you through the full setup and how to get the most out of it.

Forecasts in Zoho CRM Just Got a Lot More Flexible
Standard forecast metrics like Target, Achieved Amount, and Pipeline give you a solid baseline. But every sales team tracks business-specific KPIs on top of that, like pipeline coverage ratios, stretch goals, or probable revenue. Custom Columns in Forecasts lets you add up to two personalized metrics directly to your dashboard. You can build formula-based columns that calculate ratios automatically or create import columns to bring in externally defined targets via CSV. Best of all, configuration has moved from the global module settings directly into the individual forecast view for easier, faster adjustments.

Zia Now Summarizes Your Email History
You've probably used Zia's View Summary to get a quick overview of a single email. But what about the entire email history of a record? Accessible via the Zia Smart Prompt, the new Emails Summary covers the last 50 user-associated emails in one go, surfacing key sentiments, missed follow-ups, commitments, and response delays instantly. It is especially useful when handing over a deal, re-engaging a cold lead, or picking up where someone left off.

Zoho CRM Mobile App Just Got Smarter Across Android and iOS
Mobile updates for Android and iOS bring several desktop capabilities to your phone. On Android, lookup fields now support filters so you're not scrolling through thousands of records on the go. Both Android and iOS can now view tags and multi-select lookup fields directly inside Canvas layouts, and user preferences now save automatically across different devices and logins. Over on iOS, field reps can now recall, edit, and resubmit submitted approval requests immediately instead of waiting for a manual rejection.

Dev's Corner:

Updating Related Records Across Modules in Zoho CRM
When @David M asked the community if child records could trigger parent record updates without code, @Amit Prabhu - Aaxonix.com confirmed that custom Deluge functions remain mandatory for this workflow. Standard workflow rules cannot natively fetch and update a parent record like an Account from a Deal, and native rollup summary fields fall short because their values are isolated and cannot trigger downstream actions. To solve this, @Amit stepped in with a clean Deluge function that hooks into Deals workflow on a Closed Won trigger, handling the entire cross-module update automatically and incrementing a custom counter field.

Show a Button Only When a Deal Reaches a Specific Stage
@Bhuvaneshwaran needed a button on a Deal record to redirect users to an external billing URL with dynamic deal details, but only when the deal is in the Billing stage. @Subhash Kumar solved it with two Client Scripts, one to control button visibility based on stage and one to handle the redirect on click. @Haiku Technical Support added a smarter UX angle to the solution: instead of disabling the button silently, show an alert explaining why the button can't be used yet if clicked prematurely.

Kaizen:

Kaizen #240 - Deal Notes Sentiment Analysis with Zia Assistant API, Workflow, Deluge in Zoho CRM
Sales teams log dozens of notes daily covering calls, meetings, objections and feedback. However, manually spotting a warning sign like "customer is evaluating competitors" across dozens of active deals is nearly impossible. This Kaizen breaks down how to build an automated sentiment analysis system using Zia Assistant API, Workflow, and Deluge. The system scans every note, assigns a risk score, tracks whether risk is increasing or decreasing, and automatically tags high-risk deals while alerting the deal owner the moment a deal crosses a danger threshold.

Kaizen #241: Automating Deal risk escalation using Workflow APIs, Connected Workflows, and Functions
A deal reaches the final negotiation stage and everything looks fine from the sales side. But finance knows the customer has unpaid invoices, and support is already handling open tickets for the same account. This Kaizen builds a cross-app risk validation flow using Workflow APIs, Deluge, and Connected Workflows. The system automatically checks both Zoho Books and Zoho Desk the moment a high-value deal enters the Negotiation stage, updates risk fields in CRM, escalates risky deals into a connected review process, and only lets the deal move forward after human approval.

Kaizen #242 - Enabling In-Context Order Creation from Deals Using SlyteUI
When a deal is closing, the last thing a sales manager needs is to jump between modules to create an order or check if one already exists. This Kaizen uses SlyteUI to build a custom component that sits right on the Deal detail page, letting you create new orders and review existing ones without ever leaving the record. A practical first look at what SlyteUI can do in a real sales workflow, with step-by-step implementation included.

That's May Part 1 wrapped up!

Got a favorite from this edition or something we missed? Drop it in the comments, we'd love to hear from you. Part 2 is on its way!

      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

          • 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

          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

                                  • Invalid request when trying to access Mail

                                    When I click on the red button to access Zoho Mail at https://mail.zoho.com/zm/, I get a big yellow warning triangle with "invlid request, The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try ag
                                  • Whats the average response time for ticket submitted?

                                    I submitted a request to unblock my mail accounts. They seem to be blocked for outgoing mail, and I have been waiting for days to have this fixed with no reply. I have submitted 2 tickets and an email. My work has to completely stop. I pay for the service
                                  • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                    Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
                                  • Is there any way to have Dataprep ingest RSS?

                                    As stated by the title. Does the Zoho environment offer tools that I can use to, directly or using workarounds, have Dataprep ingest an RSS feed? Thanks
                                  • Introducing Color Coding of Picklist Values

                                    Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.
                                  • Important updates to your Widget JS APIs

                                    Hello everyone, Greetings from Zoho Creator! This is an urgent notice for developers and Partners who use widgets in their Zoho Creator applications. We previously announced an update to the CDN URLs used for loading the Widget JS API, with a deadline
                                  • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

                                    I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached
                                  • Mailbox delegation “Send As” error

                                    I believe there may be an issue with mailbox delegation. When I create a delegation from the Admin Console, it works correctly if I select Read permissions. However, if I select Send As permission for the delegated user, I immediately receive the following
                                  • Restrict Zoho Cliq Webinars and Announcements to Admins Only

                                    Hi Zoho Team, We hope you're doing well. We would like to raise a feature request regarding in-app announcements in Zoho Cliq, such as the recent webinar popup about the Cliq Developer Platform: While these announcements are useful, they are not always
                                  • Desk Contact Name > split to First and Last name

                                    I am new to Zoho and while setting up the Desk and Help Center, I saw that new tickets created or submitted from the Help Center used the Contact Name field. This would create a new Contact but put the person's name in the Last Name field only. The First
                                  • how do i get mail.mydomain.com to point to zoho mail web-mail?

                                    I have started using zohomail, and am loving it. With my previous provider, I used to go to mail.mydomain.com, and it would take me to my webmail. I am not able to find the mapping for zoho's webmail to map to it. It is difficult to go to webmail with
                                  • Number of decimal places

                                    Hi Latha, I have added the following three fields to the Company module. Currently, these fields only allow a maximum of 2 decimal places. However, for some of our requirements, we need to enter values with up to 10 decimal places. Could you please help
                                  • zoho imap connection stopped working 05/28 12pm EST

                                    Hi, beginning Thursday, 5/28, ~12 pm est imap to siteground stopped working. When I tried to reconnect the account, connection was failing with the following message: Unable to connect SMTP server:gvam1107.siteground.biz, Port: 587. I did notice that
                                  • Request to Increase URL Field Character Limit

                                    Hi Arthi, Hope you are doing well. I'm trying to save a URL in the Work Order (WO) module using the URL field, but I receive the following error message: "Please enter a valid Repair File. Maximum 450 characters are allowed." The issue is that the URL
                                  • User Name in Zoho Cliq Not Updating Across Apps?

                                    We updated the name of a user in Zoho. (From Sue to Taylor) Her name has not been updated in Cliq on all apps. When in Zoho One, if I go to Cliq directly, it is correct, but if I am in another app, and the Cliq bar pops up on the bottom, it will be the
                                  • Service currently unavailable

                                    The Zoho Mail Webmail is working, the Mail Admin Console is not: "Our service is temporarily unavailable, please try after sometime." How long must I wait to retry? edit: To add to this, the Webmail is not working 100% - I can open mail in the inbox,
                                  • Service currently unavailable

                                    Service currently unavailable It is not possible to access email; the entire Zohoworkplace platform is down
                                  • User Permission Log

                                    Our external auditors are asking for a way to view changes made to user permissions (basically, a user permission change log). Is this feature built into Creator? 
                                  • E-mail down

                                    We cannot get into our email inboxes, are you affected by a Microsoft update issue? How long do you think as to restoration?
                                  • ZOHO MAIL SERVICE NOT WORKING

                                    Hello i've a problem my zoho mail account says a display with this text "our service is temporally unavaible"
                                  • ايميل مجانى

                                    Can I create a free email account on Zahoo?
                                  • Sign up for email for a domain

                                    Hi - I thought I had signed up for a domain of <domain>.com, but only see the email of @zohomail.com . How do I get the <domain.com> domain linked to my email?
                                  • Feature Request: Include Creator-applicable Deluge updates in the Creator Release Notes

                                    I'd like to put forward a suggestion about how Deluge updates are surfaced to Zoho Creator developers, and I'm hoping the Creator team will consider it. Zoho Creator is built on Deluge. Every workflow, custom function, validation and schedule we write
                                  • Zoho Books | Product updates | June 2026

                                    Hello users, Welcome to this month's roundup of what's new in Zoho Books! We have an exciting line-up this time. The highlight is the launch of the all-new France Edition with full ISCA compliance. We're also introducing features such as Layout Rules
                                  • Partner with HDFC And Sbi Bank.

                                    Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
                                  • name change of company in same GSTIN registration . how to retain historical company name for past transactions?

                                    hello I have recently change my company name from BHANU DIAM to BHANUMATI IMPEX in same GSTIN registration number While i have update the company name in profile name that change all my historic data like sale invoices and purchase bill , i would like
                                  • AUTOMATION OF INVOICE PROCESSING

                                    Dear Zoho Books Product Team, I hope this message finds you well. I’m reaching out as a dedicated Zoho Books user with a product idea that I genuinely believe could transform how businesses handle purchase invoicing — and set Zoho Books apart as the smartest
                                  • Zoho Books | Product updates | July 2026

                                    Hello users, We’re excited to bring you the latest updates in Zoho Books for July 2026! This month's release introduces Terminal Payments, CMP-08 filing for composition taxpayers, SEPA Credit Transfer support, the new Receipts and Payments Report for
                                  • Zoho ERP | Product updates | June 2026

                                    Hello users, We launched Zoho ERP on January 23, and since then, our goal has been to help businesses streamline and manage their operations with greater efficiency, flexibility, and control. Since the launch, we've continued to enhance the platform every
                                  • Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

                                    Hello everyone, Availability: This feature is now available for customers in the JP and SA DCs. It is planned to be released for other customers in soon. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built
                                  • Solution to Import OST File into Office 365.

                                    In today’s digital workplace, organizations are rapidly moving toward cloud-based email systems for better flexibility, security, and collaboration. Microsoft 365 has become one of the most widely used platforms for business communication. A common requirement
                                  • Zia AI capabilities now available in all paid editions

                                    Hello everyone, We are expanding the availability of AI-powered features in Desk to the other paid subscriptions from 7th July 2026. Right now, the following AI-based features are available for Enterprise edition users: Intelligence: Sentiment analysis,
                                  • Zoho Contacts *Web Interface Does Not Load* (Tested in Firefox, Safari)

                                    When trying to load https://contacts.zoho.com the error shown in the console is: The resource from “https://static.zohocdn.com/zmail/zm/newContactsChange11/js/main.js” was blocked due to MIME type (“application/json”) mismatch (X-Content-Type-Options:
                                  • Do Not Disturb status not respected when Cliq bar is enabled across Zoho apps

                                    Hi Zoho Cliq team, I want to report what appears to be a bug with how the Do Not Disturb status interacts with the embedded Cliq bar in other Zoho apps. **Issue:** When my Cliq status is set to Do Not Disturb, I continue to receive notification tones
                                  • Admin-Side Calendar Delegation from the Admin Console (Parity with Zoho Mail Mailbox Delegation)

                                    Summary Zoho Mail already lets organization admins delegate a user's mailbox to another user directly from the Admin Console — no approval from the mailbox owner required (Users > select user > Mail Settings > Delegated to > + Add). Zoho Calendar has
                                  • Cliq iOS can't see shared screen

                                    Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                  • How to change column headings in pivot table?

                                    Hi, Is there a way to rename the column headers of a pivot table? Now some the columns are named with value labels: 'SUM of .....'. We would like to rename those headers. As of now we couldn't find any direct solution to adjust the headers, besides copying and reformat. We want to avoid these extra steps. Best, Tiemen
                                  • How use .PK12 certifcate for sign

                                    Hello! Is it possible to use my personal digital certificate (as a COMMODO .pk12) to sign documents? Thank you
                                  • Automating CRM backup storage?

                                    Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
                                  • Blueprint - Mandatory file upload field

                                    Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can we
                                  • Next Page