Zoho CRM Community Digest - July 2025 | Part 2

Hello, Everyone! 

We’re closing out July with a can’t-miss highlight: Zoholics Europe 2025! Happening from September to October, it’s your chance to level up your CRM skills, covering everything from automation and CPQ to dashboards and advanced workflows. Learn directly from Zoho’s product teams in hands-on workshops, connect with industry peers, and walk away with strategies you can start using right away. Check out the full post to see what’s on the agenda and secure your spot!  

Product Updates: 

Dynamic Display for Zoho CRM Mobile: 

Now available on both iOS and Android, Dynamic Display lets you customize the mobile list view by selecting up to nine fields to display. See all the key details at a glance without opening each record. Add action buttons, like Call or meeting check-in directly into the list view, and choose stylish layouts such as sleek list or card view with profile images. The post includes plenty of screenshots to guide you visually. Check out the full walkthrough! 

Community Discussion Highlights:

Quick Wins: 

CRM Migration Tip:

One of the community members shared their experience migrating from Pipedrive to Zoho CRM. While most data transferred smoothly, emails linked to Deals, Contacts and Customers were initially missing. The issue was resolved by connecting the mail account using IMAP, which successfully synced and linked the emails. Read the full post for more details and join the conversation.

Mail Merge & Subforms : Formatting Fixes!
@Damien T was working on pulling subform data into merge documents but ran into two issues: the header text wasn't appearing, and the subform values were splitting into separate lines instead of a displaying in a clean table format. Thankfully, @Bhoomi Joshi stepped in and clarified how to set up the template correctly so that the subform data aligns properly, keeping the rows and headers intact. Check out the solution shared in this post.

Dev's Corner:

Ensuring Mandatory File Uploads During Blueprint Transitions in Zoho CRM:Making file uploads mandatory during Blueprint transitions is essential for processes that require document verification. @MD shared code for a dynamic widget to handle this, while @Haiku Technical Support provided a workaround using client-side scripting to make file upload fields mandatory on the edit page. Both solutions can be used to ensure files are properly added at the right steps. Check out the full post for practical tips and detailed guidance!

Overcoming Client Script Permission Limits in Zoho CRM:

@Tiru posted about facing permission limits with Client Scripts in Zoho CRM, which can sometimes hinder automation efforts. In response, community members @Haiku Technical Support and @Rodger shared helpful explanations and practical advice to better understand and navigate these script limitations. If you’ve encountered similar issues or want to learn how to work around them, this discussion is a great read!


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!

• Topic Participants

• Swetha S

  

• Sticky Posts

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• 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

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• Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

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• 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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