Zoho CRM Community Digest - September 2025 | Part 2

Zoho CRM Community Digest - September 2025 | Part 2



Hello Everyone!  Mid-September vibes: fresh tips, smart hacks, and practical Zoho CRM updates all in one place.  Let’s dive in.

Product Updates:

The All-New Address Field!

The new Address field type makes it easier to capture complete addresses in one structured field, replacing the need for multiple fields like street, city, and state, and reducing free-text entries. It brings together all key components such as country, city, street, zip code, and coordinates into a single organized field, while still allowing users to filter, search, and report on each part individually. The field includes built-in global country and state sets, automatic dependency handling, and validation preferences to maintain data accuracy. This feature is currently available for IN DC. Read the post for detailed information on this update and follow to stay informed about the upcoming DC-specific rollout.

 

Profile-Based Control for Microsoft Office 365 Integrations!

Admins can now manage who can enable Microsoft integrations for Calendar, Contacts, and Tasks in Zoho CRM with new profile-based permissions. Previously, all users could activate these integrations regardless of their role, resulting in limited administrative control. With this update, admins can enable or disable Microsoft sync access at the profile level, ensuring only authorized users can connect and manage data between CRM and Office 365. This enhancement is available across all paid editions except CN DC. Read the full post for configuration details, permissions overview, and detailed screenshots.

Enhancement in Canvas!

Canvas now includes a Grid component with uniform cells as reference points for placing images, text, and data, keeping layouts proportional and consistent with less manual adjustment. It maintains visual balance through gutter spacing, and breakpoint widths help ensure responsiveness, including support for nested grids. A new Tab Focus Direction setting also lets you control whether the cursor moves left to right or top to bottom when tabbing through fields, making navigation more intuitive. Check out the full post for details and videos.


Quick Wins: 

Quick Access to Campaign-Linked Deals!

@David M wanted a “Show my campaign’s deals” button that opens the Deals module already filtered to the deals related to the specific Campaign record, and yes, it’s feasible with some setup. @Haiku Technical Support confirmed it can be done by passing filter parameters through a Client Script button, a Custom Related List link, or a Widget. This lets users viewing a campaign jump straight to all related deal records tied to that campaign, avoiding the limitations of the related list. Check out the post for the implementation ideas.

 

No More “Variable Type” Errors!

@Brady ran into a common issue while trying to auto-update Event fields, an error caused by mismatched variable types. The fix, shared by @Hugh Marshall, is simple. Just map your fields correctly using the # key to insert dynamic values. If you face a similar error, this small step can help resolve it quickly. Take a look at the post for details!

 

How to Build Reports with Multiple Child Modules?

@Jules wanted to know if it’s possible to create a CRM report or chart that includes two child modules under the same parent. While CRM doesn't allow linking multiple child modules directly in one report, @Haiku Technical Support suggested creating the two reports independently and then joining them when saving the second report to achieve this. Jules appreciated the solution and planned to try it out. Check out the post to see the full solution shared by Haiku.

 

Developers Corner: 

Load PO Date Field with Current Date in Zoho CRM

While automating Purchase Orders, @Ruben ran into common date format errors in Deluge, like “UnParsable date” and “INVALID_DATA.” Thanks to @Rodger for pointing out the issue with incorrect formatting, the fix was simple: use zoho.currentDate.toString("yyyy-MM-dd"). This highlights how crucial it is to use the proper ISO date format when working with dates. Check out the post for details!

Quick Ways to Create Leads from Dashboard!

@Travis wanted to know if it’s possible to add a “Create Lead” button directly on the Zoho CRM Dashboard instead of navigating to the Leads module first. Community experts suggested a few efficient workarounds: using the Quick Create option to add leads from any page, setting up a Kiosk button on the CRM Home page for instant access, or leveraging Client Script Commands to assign a keyboard shortcut that opens the lead creation form directly. This is especially handy when capturing info during live calls. Check the post for details on each method!


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

    • Zoho CRM Community Digest - March 2026 | Part 1

      Hello Everyone! March kicked off with a strong mix of AI-driven enhancements, smarter data handling, and practical workflow improvements across Zoho CRM. From leveraging Zia for automated communication to optimizing cross-platform data retrieval, this

    • Zoho CRM Community Digest - February 2026 | Part 2

      In this edition, we’re highlighting a few more product enhancements, along with some helpful community discussions that explore everyday CRM scenarios from automating reminders and managing lead outreach to making the most of APIs and client scripts.

    • 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,

    • Recent Topics

    • Permission Denied - Reports Module - Super Admin

      "Permission Denied Sorry, you cannot view this report because you do not have permission to access one or more of its modules. To view the report, please provide permission to access those modules in the Profiles and Organize Tabs settings." Fresh new

    • Allocating inventory to specific SO's

      Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

    • Changing naming convention for Estimates

      Hi there, How do I customise the naming of the filenames for estimates when sending them? Currently they are named literally just ES11.PDF or whatever the number of the estimate is. There is no Company name, description of the work, customer name, date

    • Please design a better spam filter

      Hi Team, While I love Zoho Mail for all the awesome features you have designed - this is the one you need to do a lot of work on - Spam Filter. Your spam categorization seems to be very inefficient - any email containing brand images or a tracking pixel

    • Change Default Currency in Zoho Reports

      Is it possible to default all currency fields in my Reports and Tables to my local currency without having to reformat them every time?

    • Zoho Project - Total Forecasted Hours

      Does anyone know an easy way to get a total of all the forecasted hours across the portfolio? I'm aware trying to create a custom report that can generate this figure for each task and the total up but the completion percentage doesn't seem to come back

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

    • Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?

      I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?

    • Zoho Books recurring invoicing link to a Zoho CRM Deal?

      With the Zoho CRM Finance Integration setup, normally when creating an invoice via Zoho CRM Finance Integration on a Deal, it creates the invoice in Zoho Books with the CRM Deal *Potential link for that invoice. Alternatively, if you create the invoice

    • Editing Estimates

      Hi team, How do I delete line items in an estimate when editing it? I can't see any option to do this - no X, no trashcan, no drop down... And how do I revert to the original estimate after cloning? I cloned to see if the option to edit were disabled

    • Drop Down Menu - Adding up values

      I have a form that has 22 drop down fields each having a value of 0-10 to choose from. Is it possible to have it add up the total value of those selected numbers and have it tally it up in another field at the end? So example: if each of the 22 fields

    • Cross Module Fields Merging between Zoho Sign and Zoho CRM for custom module

      Hello everyone, I've been exploring custom integration between Zoho Sign and Zoho CRM, and I've encountered some interesting findings and would need advanced help. To integrate Zoho Sign with Zoho CRM, there are two primary methods: Installing the extension

    • WO Completion Status Not Updating Automatically

      Hello Latha, Hope you are doing well. Over the past few days, we have been facing an issue with WO completion. When an AP is marked as complete, the work order status is not automatically updating to “Completed,” and we have to mark it manually. Could

    • Removing Custom Modules

      Hello Everyone, I'm trying to remove custom modules from my Zoho CRM. I've ran into the issue, where I'm unable to delete the Modules because there are lookup fields in the fields associated with other modules. When I attempt to delete the modules, they are grayed out and I'm unable to remove them.  Can I please get help on removing the modules or resetting the entire Zoho CRM to its Out of Box settings with out having to delete my account? Thanks SC

    • Calculation on form submit not wokring unless i click F5

      I'm using the built in on succesful form submission option and running the code below but when i click submit my form just gets stuck with the blue loading icon and nothing happens until i click F5 and then the page reloads and the calculation does actually

    • Territories as filters

      The territory function within the CRM is great for controlling record access and managing a sales organization however, territories are not available as a filter options within the CRM when creating reports or dashboard components. Adding the ability

    • Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

      Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the

    • Tip #69 - Exploring Technician Console: Blacken Screen - 'Insider Insights'

      Hello Zoho Assist Community! Imagine a scenario where you are providing remote support to a customer at a busy front desk. The issue involves their billing software, and fixing it means navigating through sensitive customer records, payment details, and

    • Free virtual webinar: Zoho Sign for Q1 2026

      Hi there! We’ve packed this quarter with some of our biggest updates yet—and you won’t want to miss what’s new in Zoho Sign. Watch this video for a quick rundown: Join our upcoming webinar for a complete walkthrough of the latest features, enhancements,

    • On Duty Requests - Zoho People Data

      Hello Team, We are currently using the On Duty Form to record Work From Home (WFH) requests in our organization. However, we are facing an issue where pending On Duty requests are not appearing in the Attendance Module. For example, if I submit On Duty

    • On Duty Requests - Zoho People Data

      Hello Team, We are currently using the On Duty Form to record Work From Home (WFH) requests in our organization. However, we are facing an issue where pending On Duty requests are not appearing in the Attendance Module. For example, if I submit On Duty

    • Zoho Cliq not working on airplanes

      Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

    • Tabular View Report | Scale To Fit Screen

      Please add the option to scale Tabular View reports to fit the screen. I constantly have to adjust the column size of Tabular View reports to fit various screen sizes and it just looks messy. You can see in the screenshot below there is a blank gap after

    • RouteIQ for Zoho FSM

      Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning

    • Ignroe_filtrers and drill through

      I have two charts, where one is connected to the other using drill-through. The issue is with the second chart (the drill-through target). It contains an aggregation formula that uses the ignore_filters function. Under normal conditions, the formula works

    • Issue with Zoho Sheets

      Edit: Small Error of Opening doc and losing entire formatting while downloading to *.xlsx format. Also my formulas don't work while opening a document downloaded from Zoho sheets, since the colors aren't matched to the correct data. Even though the data

    • Query on Tracking Visitor Activity with Zoho Forms & SalesIQ

      I have a query regarding Zoho Forms, Zoho SalesIQ, and Zoho CRM. I have embedded a Zoho Forms form on my website, and I’m trying to understand if it’s possible to capture a user’s website activity (such as pages visited, visit count, etc.) when they submit

    • Option+C shortcut conflict

      In the latest Cliq release, you introduced `Option+C` shortcut to start a new audio call. In Polish, `option+C` is used for letter `ć`. I changed this button combo but `Option+C` is still being blocked and doesn't allow me to write letter `ć`.

    • Zoho Desk - Event Calendar View

      Hi Desk team, Are there any plans to introduce a calendar or timeline view for Events in Zoho Desk? It would be very helpful if we could see Events visually in a calendar and/or timeline. This is very helpful when desk side support activities need to

    • Email notification for followers

      Is there a way to enable email notification for followers of a support ticket? ie: Ticket #123 is owned by Agent#1, Agent#2 adds themselves as a follower. Whenever ticket #123 receives an email from the customer, Agent#1 receives an email. Agent#2 would

    • Introducing SlyteUI : From Idea to a Working Interface in Minutes

      Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming or exhausting. SlyteUI makes this possible by simplifying

    • Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters

      Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced

    • Update to CRM Custom Buttons: Collect Users' Location

      Hello everyone! Buttons in Zoho CRM allow you to extend the default CRM capabilities for your bespoke business needs. It provides the flexibility to connect to any third-party application to perform necessary actions. Wouldn't it be better, if those buttons

    • Super Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

    • Can I add Conditional merge tags on my Templates?

      Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

    • Reading emails sent from Zoho

      Hi there, How do I view an email sent from Zoho, for example an email which contains an estimate? I can see there is a tab in the screen for that estimate which is labelled 'Emails' and I can see a summary of the email sent listed there, but I cannot

    • Enable integration of CRM CPQ functionality for ZohoOne customers using Zoho Finance application

      Hi there. I can't believe I'm needing to launch this idea as I would have thought this was a little obvious. Following a number of conversations with the technical team it's become evident that the CPQ functionality within CRM cannot integrate with Zoho

    • Creating packages according to actual shipping processes

      Hi community. I would like to ask a question to see if there's a better method or workflow for the creation of packages in Zoho Inventory. There is a little confusion in some of Zoho's language relating to the use of term Packing Slip when connected to

    • Lead Entry Strategy

      Hi there. Was wondering if anybody could share their strategy around lead entry into Zoho CRM. One of the challenges with Zoho CRM is a lead requires a last name. We want to capture companies that operate within our addressable market, and we often don't

    • Email templates for estimates

      Hi there, When I send an estimate the option to choose a template appears. However it is common to need to make some minor personalizations and modifications to the email before sending ie. adding a second person to the greeting, or adding a small note

    • Next Page