Zoho CRM Community Digest

Zoho CRM Community Digest



Hello Everyone!

Here's a quick recap of first two weeks of October!

Product Updates:

Zoho CRM’s Android app just got a useful upgrade. You can now share records, upload your profile photo, and set meeting venue preferences with ease. The app also supports Zoho Survey integration, letting you create, send, and view surveys right from the mobile app. Plus, Blueprints are more flexible with optional fields and a handy "Save as Draft" option. These web-only features are now mobile-ready! Check out the post to explore!


Microsoft Teams Integration Lands in Zoho CRM Meetings
Microsoft Teams is now available as a meeting provider directly in Zoho CRM. Admins can enable it from the Preferences tab in the Meetings module without needing to visit the Marketplace. Once enabled, users simply authorize their account when prompted and can schedule Teams meetings like any other online meeting. This feature is available to all users across all DCs. For step-by-step instructions, check out the full post.


New Updates in Zoho CRM for Everyone:
The Setup area in Zoho CRM for Everyone now opens with a new Setup homepage that neatly categorizes all configuration options in one place. The experience is cleaner and faster homepage, with an improved inline search, and a “Frequently Used” section that highlights your top five most accessed setup features. The menu also remembers which sections you expand or collapse, making it easier to navigate the items you use most. These updates are now live for all CRM for Everyone users on the NextGen UI. Dive into the full post for a complete walkthrough.


ZRC Now in Widgets and Client Scripts:
ZRC (Zoho Request Client) is a built-in SDK that simplifies API calls in Zoho CRM, handling CRM APIs, connection requests, and public APIs with a single, consistent syntax and no setup required. With ZRC now available in Widgets and Client Scripts, developers can streamline integrations, build richer experiences, and automate tasks effortlessly. Check out the Widgets post for SDK v1.5 upgrades and multi-page navigation, and the Client Script post to see ZRC in action for real-time CRM data and automation.


Dev's Corner:


Check “Last Contacted” in Hours: Using Datecomp and Client Script in Zoho CRM
@Dexter wanted to stop duplicate client emails by checking whether the last automated communication was sent within the past two hours. @Ishwarya SG provided the correct formula using Datecomp(Now(), ${Lead.Date/Time 3}) > 120, which compares the current time to the custom Last Auto Communication timestamp. When @Dexter asked how to reference the linked Contact’s timestamp, @Ishwarya explained that formula fields cannot pull data from lookup modules. Instead, she recommended using a script to fetch the Contact record, compare timestamps,  and update a checkbox on the deal record. This post is useful for anyone looking to avoid sending repetitive emails to clients.


Auto-Fill User Details from a Lookup with a Clean Deluge Script
@Catherine needed a way to copy a Project Lead’s name and email from a User lookup into plain text fields, since Marketing Automation doesn’t sync lookup data. @Bhoomi provided a working Deluge Function that fetches the selected user, extracts their full name and email, and updates the record. Catherine then refined the function, added detailed debug logs, and shared the final working version so others can reuse it. If you’ve ever needed to pull lookup field data into text fields for sync or reporting, this post is a great reference.


Auto-Linking Leads and Custom Records by Phone
@Annya wanted the records from Leads and a custom module to auto-link whenever phone numbers matched, despite differing formats. The community recommended standardizing numbers with Zoho's Parse Phone Number , then using Deluge scripts to update lookup fields on create or edit. With guidance from @Bhoomi, @Ishwarya and @Rodger, Annya normalized numbers, refined the logic, and confirmed the automation works reliably. This post is a great reference for anyone needing to link records by phone in Zoho CRM.


Kaizen:


Top Questions Answered in Kaizen - 209
This Kaizen post covers the community's top Client Script questions, from repeated validation code and IDE enhancements to third-party API access, UI control limitations, and upcoming event support. It highlights updates like multi-picklist triggers, subform events, and triggering Blueprint transitions from Canvas pages. The post also explains when to use validation rules, layout rules, Functions, or Client Script. Check out the full post for examples, timelines, and detailed guidance.


Build Full Event Systems: Kaizen #210 Explores ZDK CLI in Action
This Kaizen post shows how to build a complete, reusable Event Management System using ZDK CLI, including custom modules, relationships, fields, and roles, all managed as JSON for version-controlled deployment. Through a real scenario for a partner hosting multi-vendor conferences, it demonstrates how ZDK CLI streamlines metadata creation, lookup configuration, and sandbox pushes using specific commands. The result is a fully reusable CRM system built with modern engineering practices rather than  manual clicks. Want the full step-by-step breakdown with code? Check out the full post.


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!

    • 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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