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

                                  • 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
                                  • Unknown table or alias 'A1'

                                    I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement:  SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers), 
                                  • in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null i want to show as blank

                                    in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null ,i want to show as blank instead of showing null. input.Billing_Address.address_line_1 = ifNUll(input.Customers_Name.Address.address_line_1,"");
                                  • Question about upgrade and storage space Zoho Notebook

                                    After upgarding my Zoho Notebook plan, I am running into the following issue. I just upgraded from a free Zoho Notebook subscription to Pro Lite after I got a notification in my Window Zoho Notebook desktop app saying that I had run out of space. However,
                                  • how to add email to existing organization i w

                                    I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?
                                  • add zoho account

                                    How to add a zoho mail to previous zoho account? I have two
                                  • Name changed in settings for mailbox but still not changed when typed in To field

                                    In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I
                                  • Printing to a brother label maker

                                    I see allot of really old unanswered posts asking how to print to a label maker from a zoho creator app. Has their been any progress on providing the capability to create a customized height & width page or print template or whatever to print labels?
                                  • 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:
                                  • 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
                                  • Calling the new 'Custom API' feature from within a Custom Widget

                                    From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working even
                                  • Announcing new features in Trident for Mac (1.32.0)

                                    Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to reinforce email security and protect your inbox from evolving threats. Let’s take a quick look at what’s new. Deliver quarantined emails. Organization admins
                                  • Marketing Tip #5: Improve store speed with optimized images

                                    Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.
                                  • PDF Attachment Option for Service Reports

                                    Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments
                                  • 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  
                                  • 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
                                  • Admins cannot see each others' Scheduled Reports?!

                                    Very frustrating that as an admin I cannot see what my reports my fellow admins have created and scheduled.  After asking about this on the help chat, I was told the issue is trust and security.  By giving someone Admin status, it means we trust them with those responsibilities. Please change this, it is not a good process to have to bother other users to change a report or change users within a report.
                                  • Automatically CC an address using Zoho CRM Email Templates

                                    Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our
                                  • Writer update results in BitDefender blocking it as malware

                                    After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.
                                  • Is there a way to invoke deluge function from within a widget?

                                    Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?
                                  • Missing Import Options

                                    Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize
                                  • Zoho CRM Portal Field Level Permission Issue

                                    Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for
                                  • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

                                    I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks
                                  • Zoho Tables is now live in Australia & New Zealand!

                                    Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables
                                  • 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
                                  • Introducing the Zoho Projects Learning Space

                                    Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
                                  • 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
                                  • Collaboration with customers made easy with Zoom Meeting and Zoho Desk integration

                                    Hello everyone! We are happy to announce that you can now integrate your Zoho Desk account with Zoom Meeting. The integration bridges the gap between digital communication and human connection, empowering teams to deliver timely support when it matters
                                  • 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
                                  • TrueSync regularly filling up my local disk

                                    Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no real
                                  • Kaizen #194 : Trigger Client Script via Custom buttons

                                    Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a
                                  • [Webinar] A recap of Zoho Writer in 2025

                                    Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for January 2026: A recap of Zoho Writer in 2025. This webinar will provide a recap of the features and enhancements we added in 2025 to enhance your productivity. Choose your preferred
                                  • 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
                                  • Stage-probability mapping feature in custom module

                                    Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?
                                  • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

                                    Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
                                  • Field Description is very small

                                    Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup". Example:
                                  • StatusIQ

                                    Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten
                                  • In Zoho People, the Operations buttons are frequently not visible or do not appear consistently.

                                    In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.
                                  • Marketing Tip #14: Increase cart value with product bundles

                                    Bundling products is a great way to increase average order value while giving customers more convenience. Think “camera + tripod + memory card” or “soap + lotion + bath salts.” Bundles make shopping easier and feel like a better deal. It’s a win-win for
                                  • Problem with Workdrive folders

                                    I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in
                                  • Next Page