Zoho CRM Digest

Zoho CRM Digest




Hello Everyone!

Here’s the second part of January’s Zoho CRM Community Digest, rounding up the remaining highlights from the month. From newly rolled out updates to thoughtful implementation questions and practical solutions, the community once again delivered valuable insights. Let’s take a look at what stood out in this edition.

Product Update:

Spam Detection for Webforms!

Zoho CRM now screens webform submissions for spam before they enter your system. Each entry is scored based on factors like suspicious emails, invalid phone numbers, bot and crawler activity, IP signals and honeypot field detection. Each submission receives a Spam Possibility Score, and high-risk records are held for review in the Awaiting page, complete with detailed source insights and scoring reasons. Admins can block specific IP addresses and rely on a system maintained blacklist to prevent repeat spam. Dive into the post to see how this added layer of protection keeps your CRM clean and efficient.

Workqueue: Manage your CRM work in one place

Zoho CRM now includes Workqueue, a centralized workspace that brings tasks, approvals, and important records into one customizable view. Create custom queues using filters or existing views, track activities, and manage approvals without switching modules. Managers gain real-time visibility into team workloads to enable better planning and faster decisions. Take a quick look at the full post to learn more and see how to set up Workqueue for your team.

Uplifted Homepage Experience:

Design your homepage with flexible drag-and-drop layouts to create a fully customized view that fits your team’s processes with ease. New Quick Links let you place important resources right on the homepage for one-click access, while rich text helps highlight key announcements. You can also bring reports directly onto the homepage so key metrics stay visible and actionable from the moment users log in. Check out the full post to learn more and get started.



Quick Wins:

Trying to Survey Contacts Linked to Accounts Filtered by Billing Period?

When @lrocaboy raised this, @Ishwarya SG shared that an update about an enhancement to filter Contacts by Account field values is in the works. Since it’s not live yet, @Max Tyack stepped in with a practical workaround using criteria-based mass email and the Zoho Survey integration. If you’ve ever needed to bridge data between Contacts and Accounts for campaigns or surveys, check out this post to see how it's done.

 

Dynamically Filter Deal Sectors from Account Selections

@Matt Beck kicked off a discussion on dynamically filtering Deal sector options to match the sectors selected in an Account, including identifying a primary sector. After exploring multiple configuration approaches, @Andres suggested using Client Script, and @Sunderjan Siddharth highlighted the use of 'setCriteria' as a workable solution with certain limitations on the details view. Catch the full exchange and technical nuances in the post to see how this can be implemented.

The Case of the Missing Deal Team

@Rodrigue Saab asked how to add multiple team members to a single Deal, after being unable to find the “Deal Team” feature in their CRM. @Stefanie Vanjo-Carnell pointed them toward Deal Management, and @Hugh Marshall shared the exact steps to enable and configure it in Settings. If you have been unsure where this option is located, the full walkthrough is in the post.

Dev's Corner:

Default Values for Meetings:

@Ashley Bell proposed a simple yet impactful enhancement, enabling users to set default reminders and apply merge tags to meeting titles without manually editing each time. While native support isn’t available yet, @Sunderjan Siddharth shared a Deluge-based workaround to auto-update reminders and titles after meeting creation. Check the full post for the code and additional details.

Fetching Lookup Data with Client Script

While entering form details, @Sam wanted to avoid manual typing by auto-fetching the Service Number from a selected lookup and defaulting the current date on form load. @Ishwarya SG recommended using Field of Lookup and the Now() formula, while @Rodger Brehaut shared a Client Script solution with guidance on proper event setup and variable handling. Take a look at the full post for the debugging steps and the script to achieve this requirement.


Kaizen:

Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

In this Kaizen, you’ll learn how to transform query-based related lists into actionable workspaces using module-type queries and serializers. Rather than displaying all related records, discover how to filter precisely, preserve native lookups, and add contextual links for a smarter navigation. As @Quint highlights, these thoughtful enhancements can turn passive lists into intuitive, purpose-built tools without heavy customization. Explore this post to learn more.

Kaizen #226: Using ZRC in Client Script 

In this Kaizen, you’ll explore how ZRC (Zoho Request Client) simplifies API calls inside Client Script using a single unified syntax. Through a practical use case, learn how to build a custom button that captures a salesperson’s call notes via a pop-up, creates a Note, and updates the Lead status, all in a single click. You’ll understand how to use zrc.post() and zrc.put() to insert and update records seamlessly, reduce manual tracking gaps, and design smarter, action-driven CRM experiences. Curious to learn? Check out the full post!

And with that, we wrap up this January'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.

If you haven’t already, don’t forget to check out Part 1 of the January Digest to explore the earlier updates and discussions from the month and complete the roundup.

We’ll be back with more updates and community gems. Until then, stay tuned!


    • 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,

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