Zoho CRM Community Digest - Aug 2025 | Part 1

Zoho CRM Community Digest - Aug 2025 | Part 1



Hey everyone! 
The first half of August went by, and we have a few announcements and some good noteworthy discussions. So, let's take a look at them! 

Product Updates:

Zoho CRM’s Next-Gen UI now includes Connected Records, a powerful feature that streamlines cross-team collaboration by linking related records such as deals, demo requests, onboarding tasks or contracts across modules. Unlike traditional lookup fields, Connected Records are more dynamic and can be created manually, directly from the source module, or triggered via workflows, all without admin setup. This ensures teams get the right context at the right time, reducing dependency on emails and making hand offs seamless. For a full walkthrough and visuals, check out the post.

Streamline data collection on the go with Kiosk, now accessible from Blueprints, Record Detail view, Custom Buttons, and Canvas.  Make calls using Zoho Voice and RingCentral directly from the app for a more integrated calling experience. Voice notes and voice-to-text inputs are now extended to 5 minutes, facilitating easy addition of longer notes. WhatsApp Business messaging is now deep-linked from Business Card section and Record Detail view, enabling you to start chats with a quick tap. Want to see how it all looks? The full post includes handy screenshots and walkthroughs.

Introducing Connected Workflows:

Zoho CRM introduces Connected Workflows, a powerful new feature designed to automate the entire customer journey by connecting multiple teams and the CRM modules each team works with. Unlike traditional Workflows that operate within a single module, Connected Workflows let you set up trigger criteria and actions across multiple CRM modules, enabling seamless, collaborative automation tailored to how different teams work. Want to see how to build these step-by-step? Check out the post for a full walkthrough!

Control Timeline & Interaction Visibility in Zoho CRM with Profile-Based Permissions

Admins now have the power to manage who sees the Timeline and Interactions across modules in Zoho CRM. With this update, profile-based permissions let you enable or disable access to a record's history for each module, ensuring users only see information relevant to their roles. The feature is currently available in most data centers, with a broader rollout on the way. Check out this post to learn more.

Zoho CRM UI Update: Streamlined Activities Module:

Zoho CRM is rolling out a UI update focused on the Activities module, covering Calls, Meetings, and Tasks. Key interface elements have been reorganized to create a more consistent experience across the CRM. The Timeline tab now appears next to the Overview, and details like call reminders, RSVPs, and task follow-up messages are easier to access. The rollout is happening gradually across all data centers and editions. Check out the full announcement for more updates and a complete overview of all these changes.

CommandCenter 2.0:

Managing a lead's journey, service delivery, vendor coordination, or the entire customer lifecycle involves complex orchestration of processes, touchpoints, and customers. With CommandCenter 2.0, we've made that orchestration smoother, smarter, and more scalable. You can now group records from multiple modules into unified stages, trigger actions from custom events, and track customer progress using dynamic identifiers, no pre-built relationships required. It’s all about clearer orchestration, smarter logic, and more control over your customer touchpoints. Check the post for full details.


Quick Wins:

Tips for effective usage of Lookup fields:

@gbjork has a Technicians module and Submissions module that tracks job assignments with a lookup to the related technician. As the lookup field displays only the primary field, an auto-generated Tech ID, they wanted to include the technician name in the Submissions module. @Hugh Marshall clarified how the lookup association works and suggested clicking the lookup icon to open a detailed view showing additional technician details to help select the right technician. He also pointed out that hovering over the info icon quickly reveals the technician's name. Check out this post for full details.


Developer's Corner:

Create Custom SalesSignals via Developer Console:

SalesSignals is currently supported out of the box only for the Leads and Contacts modules. When @Rakesh Kumar needed to configure SalesSignals for a custom module, @Ishwarya pointed out that this can be achieved using APIs or Functions. @Hugh Marshall stepped in with a brief explanation and the required code to make it work. Check out this post for more details.


Flexible Placement for Custom Buttons:

@Nick wanted all custom buttons visible on the record detail page instead of being hidden in a drop-down, as they felt users might miss them. @Haiku Technical Support shared a smart workaround using a client script that dynamically lists all available custom buttons in a widget. When clicked, the widget triggers the corresponding button action on the underlying CRM page. @Hugh Marshall summed it up in one word: Awesome! Check out this post for more details!

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,

    • Recent Topics

    • Bug - Incorrect example in the documentation

      I found an issue in the Zoho API documentation. The example "Sample Request" on this page is incorrect — it shows the example for "Get Email Attachment Info" instead of "Get Email Attachment Content". Wrong example: curl "https://mail.zoho.com/api/accounts/12345678/folders/9000000002014/messages/1710915488416100001/attachmentinfo"

    • Power of Automation :: Dynamically generate Tasklists based on values selected in Task Custom Fields

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • WhatsApp Enhancements to Boost Customer Engagement

      We're excited to introduce a series of powerful enhancements to the WhatsApp integration in Zoho FSM, making customer interactions faster, smarter, and more actionable—right from your Zoho FSM interface. Here’s a quick rundown of what’s new: Try It Out

    • Store reviews module just got smarter in Zoho Apptics

      Hello, Apptics community! Every app deserves better visibility in the marketplace, and reviews play a crucial role in improving your app's App Store Optimization (ASO), rankings, and credibility across stores. That's why we've rolled out a set of enhancements

    • Try CRM for everyone button in the way of workflow

      Please consider using the bottom bar for offers. Using the top bar for offers like "Try CRM for everyone" really gets in the way of my day to day workflow.

    • Include EVERYTHING in Language Files

      Hey, we are building out a system, that needs to be translated. The language files lack a few things though. 1. Blueprint names 2. Canvas View elements like tab names Please include everything into these files, otherwise it's not really a multi language

    • A way to create kits (groups of items) that do not require bundling and are added to an order as the individual items

      We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group of

    • Allocating Salesman To Customer

      Hello, please add a feature to allocate a salesman to a particular business customer/account. Regards

    • Shipment

      I have 70 shipments Out of which 40 delivery date are updated( since it is live tracked) 30 numbers i need to update manually. How to do it in bulk?

    • arabic not printing

      Qatar has a legal requirement to have invoices in English and Arabic. When writing invoice fields in Arabic, they don't print. Why?

    • How to show Order Number/SO Ref on Invoice emails

      When creating a sales order or invoice we have an option to input an order number or ref# (see attached images). For the Sales Order email template we can add a placeholder for the SO_REF. However, for the Invoice email template there's no option to reference

    • Specify in-line image size in question

      I have an image inserted into a file upload type question. I can click and drag the corner of the image to make it larger or smaller, but I would like to manually input the dimensions I need. No matter what size I make the image in photoshop before uploading

    • Can you limit who creates tags?

      Hi there, I'd like to find out if it's possible to limit which Agents create tags on Zoho desk. Thank you. 

    • Auto CC - Moving Departments

      We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move

    • Sudden Layout Issue After Last CSS Update for ZML (Temporary Fix Inside)

      Hi, Our clients have noticed today that every section laid out with ZML suddenly shows an unwanted top padding/blank space that interrupts the user screens. It appears that Zoho has changed the default CSS for the .zcp-col.zcp-panel-rowtype-auto element.

    • Customer paid excess. How do I record payment?

      A customer has paid me Rs. 7150 which is in excess. The amount due is Rs. 5388 I owe them Rs. 1762 back which I will be transferring to their account tomorrow. How do I get this entered into Zoho Books? I'm a little lost. :) Rishi

    • 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

    • Why Server error in creatiing Landing Pages

      Hi Zoho Team, pls see my screenshot and tell me, what's wrong. Thx

    • Tip 31: How to make a field in a Zoho Creator form mandatory based on criteria

      Hi folks,   I'm sure most of you are familiar with the Mandatory property available in our form builder. It enables you to ensure that your users enter an input in a required field. If they don't enter an input in that field, they'll be unable to submit

    • Bulk update account type when adding a bill

      Hi I've only been using Zoho Books for a short while but I'm impressed so far, keep up the great work. One minor issue I'm coming up against is when creating a new bill from a scanned document (supplier invoice). In some cases, the supplier invoice could

    • How to start fresh after many years of using Zoho Books without deleting everything and creating a new organisation?

      Hi, I have used Books since 2016, but never reconciled with my bank account. I was thinking of trying to go back and fix that, but I don't just don't have the time it would take. Instead, I'd like back up my old records and start anew. What is the best

    • How do I modify the the incoming/current call popup? I can modify other call pages but not that one.

      I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the main

    • Canvas: Add Sections to Detail View

      Currently it is only possible to add fields to a canvas detail view. This makes Canvas hard to maintain, because everytime we add a field to our system, someone needs to go into the canvas view and add it there as well. This leads to additional work and

    • Automation#32:Auto Add New Portal Users to the Help Center User Groups

      Hello Everyone, Introducing a custom function that automates the process of adding new portal users to Help Center user groups, making user management effortless! By default, Zoho Desk allows you to assign new portal users to groups manually. But with

    • Cannot delete old accounts

      Hello, I try to delete old accounts from CRM, but it won't permit, saying documents are still linked to them. I searched in CRM and BOOKS, found some documents and deleted them, but still CRM won't delete them. Any idea how to do that ? I have a lot of

    • Offline mode on Android TV app?

      Hello! Is there a way to use Zoho Show offline in the Android TV app? I have an Android TV based projector, and I travel with it, and don't want to have to rely on a steady internet connection when giving a presentation.

    • Choice-based Field Rules on Global Lists

      Hi, The new Choice-based Field Rules should also be able to work with Global Lists not just local lists. Thanks Dan

    • Tip #36- How to use Survey in Zoho Assist to capture valuable feedback from remote sessions- 'Insider Insights'

      How to use Survey in Zoho Assist to capture valuable feedback from remote sessions The survey feature allows technicians and customers to share their valuable feedback, contributing to the improvement of remote service quality. After the completion of

    • Narrative 3 - Comprehending User Management

      Behind the scenes of a successful ticketing system - BTS Series Narrative 3 - Comprehending User Management User management in a ticketing system includes important aspects of how administrators oversee user access, roles, and permissions. This process

    • Product Details's Description is lost

      Hi CRM lost its description in Product details subform. Can you make some test before deploy any update?

    • Sent items with shared folders

      Hello, this is in some way in between a problem and an idea.  When sharing folders (which is actually not any close to a shared mailbox...) the person which the folder has been shared with can access that folder and can send emails when delegation is

    • Zoho Bookings Issues We are facing

      Hi team, Here are list of issues we are facing with Zoho Bookings when migrating from other platforms. Sorry there is a lot but the bookings app need to be functional and practical for people to actually use it and not-cause MORE problems by being so basic and not customisable to each business.  1: SMS reminders for staff  There should be time limits on these reminders to make them useful. EG. if a new booking comes in more than 4 hours from now we don't really need to get a reminder, however if

    • Booking outside of scheduled availability

      Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?

    • Run workflow on data import in Creator 6

      How to run a workflow on data import in Creator 6?

    • Multi Day booking for resources

      I have following business-case: Rental for Tablets. Customer should be able to select how many device for how many days he'd like to rent. Same as a car rental for multiple days. Is this possible with Bookings on the current version?

    • Add Usage & Voting Analytics for Knowledge Base Articles in Zoho SalesIQ

      Dear Zoho SalesIQ Team, We appreciate the current integration between Zoho Desk and Zoho SalesIQ that allows knowledge base articles to be synced and displayed to users directly within the SalesIQ chat interface. One valuable feature already available

    • Real-Time Alert or Status Indicator for WhatsApp Connection Issues in SalesIQ

      Hi Zoho Team, We’d like to request a feature enhancement in Zoho SalesIQ related to WhatsApp integration stability and visibility. Recently, we encountered a critical issue where our WhatsApp bot stopped responding to messages without any warning or alert

    • Customization of Chat Transcript Emails in Zoho SalesIQ

      Hi Zoho SalesIQ Team, I hope you're doing well. We would like to request the ability to customize the email template that is sent to clients when they request a chat transcript from SalesIQ. Currently, when a client clicks the button to receive their

    • Import from Linkedin

      Please provide a way to enable importing contact information for Contacts and Companies from Linkedin? Thanks

    • The ability to format text fields, ie when data is number or currency

      Hello, I have spent some time trying to determine how to accomplish this but it appears to be impossible. I want to merge a currency field from CRM into a PDF document. The CRM data shows $1,234, but when zSign gets the data it shows 1234 in the text

    • Next Page