Zoho CRM Community Digest - September 2025 | Part 1

Zoho CRM Community Digest - September 2025 | Part 1




Hello Everyone!


September's Here! Before we jump into product updates, and community highlights, here's a quick spotlight!

Zoho has launched a Professional Sales Rep Certification course on Coursera, tailored for sales professionals to strengthen their CRM and sales skills. The program covers CRM fundamentals, sales strategies, automation, and real-world CRM scenarios, helping you build both practical experience and recognized credentials. Check out the post to learn more and enroll.

With that exciting news covered, it’s time to dive into this month’s product updates and see what our community has been discussing.

Product Updates: 

Cadences Now Support WhatsApp Follow-ups!

You can now add WhatsApp messages as follow-ups in your Cadences. Choose from pre-approved templates like payment reminders, offers, or feedback requests, and schedule them just like emails or calls. This feature is available for the Leads and Contacts modules. We’ve also introduced combined limits for all follow-up types, allowing you to decide how many emails, calls, tasks, or WhatsApp messages to include in a Cadence.The Cadences limit per module has been increased to 70, with no individual follow-up limits, providing greater flexibility. Permissions for Cadences are now separated from “Manage Automation” for improved control. An add-on option is now available to extend usage without changing your subscription plan. Take a look at this post for more details. 

Zoho CRM Mobile Gets Sleek Updates!

We've introduced some cool new features for the mobile app,including customizable home page widgets and field tooltips that provide helpful guidance while filling fields. You can now update your user profile image directly from the iOS app, something that was previously only possible through the Zoho CRM web app. These updates make the mobile experience more informative, personal, and engaging. Check out the post for more details and a closer look at how these features enhance your mobile CRM experience.

Enhanced Data Export Features Now Live

Zoho CRM now gives you more control when exporting data. Supported enhancement include option to export in .xlsx format, choosing your character encoding while downloading as CSV files, and select exactly which records you want to export instead of full modules. These updates let you export data directly from a module page with more control and convenience. Check out the post for the full breakdown.

 

Quick Wins: 

Mass Email Count Mismatch? Here’s How to Track the Missing Sends
:

@Bill noticed a discrepancy in his campaign stats and wanted to find out which emails weren't sent. While Sent Email Statistics shows overall metrics like opened, clicked, and bounced, it doesn’t list unsent emails individually. To identify them, @Sunderjan suggested using advanced filters to sort records by Email Status   --> “Not Sent”. This lets them quickly see which contacts didn’t receive the email and take quick action or resend if needed. @Sunderjan has also shared a screenshot in the post to guide you through setting up this filter. Check it out for reference!

Track Daily Note Creation in Zoho CRM:

@Kaamil Ajani wanted to know if there’s a way to see how many notes are created each day in Zoho CRM. The good news: you can! Check out the post for the solution shared by @Ishwarya!

Developer Corner: 

Filtering Future Events: The COQL Way

@Simon wanted to retrieve only upcoming events using Zoho CRM’s API but found that their query returned all events instead of just future ones. To fix this, @Sunderjan suggested using Functions to get the current date and time, then fetching records from the open Meetings custom view or use the COQL query API for greater control. The post also covers how to set the timezone offset (for example +05:30) to ensure results align with your local time zone. A must-read post for anyone exploring how Zoho CRM APIs and filters work behind the scenes!

Search Records Under Approval

@Arbaz wanted to know how to fetch both approved and pending approval records using the searchByCriteria API in Zoho CRM. Since the default method only retrieves approved records, @Sunderjan suggested calling the API with the parameter approved=both in the URL. This lets you view records in both statuses at once. Check this post for the shared code and full details. 

Updating Recurring Tasks

@Marco wanted to make CRM tasks repeat every year using the Recurring_Activity field, but ran into  an “invalid recurrence pattern” error. The problem was with how the repeat rule was written. @Sunderjan posted a solution clarifying that recurrence details must be passed as an object containing RRULE, DTSTART, and UNTIL, as these parameters are mandatory. While tasks can be set to repeat annually, it’s currently not possible to set the end date to “Never” since UNTIL must be specified. Check out the post for the working code and full details.

 

Downloading Images from Zoho CRM Image Upload Fields

@Albert wanted to create a button in Zoho CRM to download all images stored in an image upload field for each record. Initial attempts using Deluge, client scripts, and widgets didn’t work, but Zoho MVPs @Bhoomi and @Hugh stepped in to help. @Bhoomi suggested using the API embedded in a button to download the images from the field, while Hugh provided a working Client Script that dynamically builds image download URLs from the record’s API data. After testing, @Albert confirmed that the final script worked perfectly. Check out the post for Hugh’s working code example and try it yourself.

Kaizen:

Answering Your Queries!

(Kaizen #206) - Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries

 

This post explains how to display related Purchase Orders from Zoho Books within CRM Deals using the Queries feature. The key idea is to create a custom field in Books called CRM Deal ID to link each PO to its respective deal. By setting up a REST API Query and adding it as a related list in CRM, users can view all connected POs directly under a deal. The author also suggested automating this process with a Deluge function or Zoho Flow to maintain real-time sync between CRM and Books.


(Kaizen #207) Advanced Queries using COQL API: 

This Kaizen post goes beyond the basics of COQL, showing how it can fetch complex data using filters, joins, and sub queries, all in a single query, eliminating the need to juggle multiple APIs. It explores real-world scenarios such as filtering deals based on account attributes, identifying missing relationships, and combining multiple sub queries for richer insights. If you want to perform deeper CRM analytics or streamline data fetching across modules, this post is a must-read to level up your developer skills.

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

                                  • Bigin’s 2025 Evolution: Highlights from 2025 and What’s Ahead in 2026

                                    Dear Biginners, Wishing you a very happy New Year! As we stand at the cusp of endless possibilities in 2026, we would like to take a moment to reflect on what we achieved together in 2025. Your continued support, thoughtful feedback, and kind words of
                                  • Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

                                    Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending
                                  • Zoho Desk - Change Time Zone for all users and set default for new user

                                    Hi,   Is there a way to set a default time zone so that when user creates an account via the Zoho Desk invitation, they don't need to select the time zone via the hundreds of choice?   And, for already created users, can we edit the incorrect time zone selected by the user at the account creation ?   Thanks ! Fred
                                  • Introducing WhatsApp integration in Bigin

                                    Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all
                                  • Why is Zoho Meeting quality so poor?

                                    I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
                                  • Allow Manual Popup Canvas Size Control

                                    Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selected
                                  • Why does Zoho’s diff viewer highlight parts of unchanged lines?

                                    Hi everyone, I’ve noticed something odd in the Zoho editor’s diff view. When I delete a single line, the diff doesn’t just mark that line as removed. Instead, it highlights parts of the next line as if they changed, even though they are identical. Example:
                                  • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                    The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
                                  • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                    Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                  • Wrapping up 2025 on a high note: CRM Release Highlights of the year

                                    Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you
                                  • Passing the CRM

                                    Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
                                  • Where can we specify custom CSS in Zoho Forms custom theme ?

                                    I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering
                                  • Automating Employee Birthday Notifications in Zoho Cliq

                                    Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
                                  • Drop Down Value

                                    Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.
                                  • Create PO from an invoice

                                    We are a hardware and software sales company which receives orders over the internet. We drop ship most of our products from a warehouse outside of our company. Our orders get sync'd into Zoho from our store via onesaas as invoices. It would be great
                                  • SMS to customers from within Bigin

                                    Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive
                                  • Zoho Survey reminder settings are extremely confusing

                                    Hi, I just want to set 3 reminders, one week apart from the first email out. Your form is too confusing and I don't understand. Can you simplify and be more specific regarding the language used on the form ?
                                  • Add deluge function to shorten URLs

                                    Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalised
                                  • Add specific field value to URL

                                    Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is
                                  • form data load issue when saving as duplicate record is made

                                    Hello. I have a form with a lookup when a value is selected the data from the corresponding record is filled into all of the fields in the form. But the form is loaded in such a state that if any value is changed it will take all of the values pre loaded
                                  • Recurring Tasks and Reminders in Projects

                                    Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the future
                                  • Unable to remove the “Automatically Assigned” territory from existing records

                                    Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically
                                  • Track online, in-office, and client location meetings separately with the new meeting venue option

                                    Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the
                                  • Google Fonts Integration in Pagesense Popup Editor

                                    Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
                                  • Improved Contact Sync flow in Google Integration with Zoho CRM

                                    Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this
                                  • CRM Canvas - Upload Attachments

                                    I am in the process of changing my screens to Canvas.  On one screen, I have tabs with related lists, one of which is attachments.  There doesn't appear to be a way to upload documents though.  Am I missing something really obvious?  Does anyone have
                                  • Pro Lite Upgrade - Quick Access Tray

                                    Hello, I was going to upgrade to Pro Lite but the Quick Access Tray feature isn't available for Windows. Of the four features not available for Windows, the QAT is what I'm most interested in. Are there plans to add this feature for Windows anytime soon?
                                  • Custom Fonts in Zoho CRM Template Builder

                                    Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
                                  • Improved Functionality PO Bill SO Invoice

                                    Hello, I need to enter over 100 items, it's frustrating to scroll a few item rows and wait for more to load, then scroll again. It would be nice to have buttons that scroll to the top or bottom with one click. Furthermore, these items I'm adding are VAT
                                  • Camera access

                                    My picture doesn't appear in a group discussion. (The audio is fine.) The guide says "Click the lock icon on address bar," but I can't find it. Advise, please
                                  • Wishes for 2026

                                    Hello, and a happy new year 2026! Let's hope it's better for everyone. I'd like to share some thoughts on Zoho One and what could be useful in the short, medium, and long term. Some things are already there, but not applied to Zoho One. Others seem like
                                  • How to Integrate Zoho Books with Xero (No Native Connection Available)

                                    Hi everyone, I’m currently facing an issue with integrating Zoho Books invoices with Xero, as I’ve noticed Zoho does not provide a native integration with Xero at this time. I would like to ask: What are the common or recommended solutions for syncing
                                  • How to install Widget in inventory module

                                    Hi, I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
                                  • Picklist field shows "none" as default

                                    Hello, Is there an option to avoid showing "none" as the default value in a picklist field? I also don't want to see any option displayed. My expectation is to have a blank bar, and then when I display the drop-down list, I can choose whichever I wa
                                  • error while listing mails

                                    I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.
                                  • Unlocking New Levels: Zoho Payroll's Journey in 2025

                                    Every year brings its own set of challenges and opportunities to rethink how payroll works across regulations and teams. In 2025, Zoho Payroll continued to evolve with one clear focus: giving businesses more flexibility, clarity, and control as they grow.
                                  • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

                                    Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to
                                  • CRM project association via deluge

                                    I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate
                                  • Zoho Browser??

                                    hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  
                                  • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

                                    Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
                                  • Next Page