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:

Introducing Connected Records feature:

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.

The Zoho CRM iOS app latest updates:
 

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!

• Topic Participants

• Swetha S

  

• 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

• Linking Multi-UOM Barcodes to Products in Zoho Books

  Greetings, I'm using Zoho Books for retail shop and I'm running into a bit of a challenge with products that have multiple Units of Measurement (UOMs) and corresponding barcodes. For example, I sell cigarettes both as individual packets and in cartons

• Convert Item to composite item

  When using Zoho CRM integrated with Zoho Inventory/Books, the item creation process is a little messy. After a few years of trial and error, we have settled on creating items in CRM, which are sync'ed to Zoho Inventory using Zoho's own internal integration.

• Mapping “Account Name” from CRM to Campaigns

  I’m syncing our Contacts list to Campaigns and want to select “Account Name” as an available field. Account Name does not appear in the drop down menu for CRM field even though Account Name is a field in our standard layout. How can I make it availa

• Zoho Campaigns to Zoho Analytics Sync Fails – Field Mapping Shows But Not Applied

  I’m facing a persistent issue with the Zoho Campaigns integration to Zoho Analytics in my workspace. Here’s a detailed description of the problem: Under Edit Setup, I see a field mapping summary that shows: DataField Mapping: Most Recent Login However,

• Host in US Data Centre

  I humble apply to be registered on US Data centre

• Multiple images, one record

  I have a form that is used to capture the following info: -Facility Name -Origin -Shipment # -Picture of Damaged Pallet (Image field) I want to be able to capture multiple pictures without having to create a new record, as there might be multiple damaged pallets on the shipment. Obviously, one never knows how many damaged pallets might be on a shipment so I'd prefer not to create 20 image fields and have most of them unused.  I'd prefer that they have an option to add another image only if they need

• how to dynamically upload multiple images for single record?

  Is the use of dynamic multiple images in a single record supported? I've searched but have not found the answer. If it is supported, how is it done? I saw 1 suggestion to add a sub-form but that doesn't seem to be the answer. I don't want to add a set number of image fields. Each record would have a different number of images. I want the addition of images to be dynamic. thanks

• Multi-upload field

  Hi I need to include a file upload field that allows the user to select multiple files and upload all at once. I hope I can do this with HTML, I'm new to merging HTML and deluge... Can I trigger a hidden file upload window to appear On User Input of a field in an embedded form? Thanks! Levi

• is it possible to add multiple attachments to a record?

  Hello, I'm trying to add functionality so that a record can have several associated attachments. I obviously added a File Upload field to my form, but that appears to only allow one total. Is there a way around this? Thanks, - Kevin

• multiple upload files in zoho form

  Hi,  I need upload multiple files  in a single upload field thkns

• Keeping Track of Email Threads

  Hi, Z CRM is great for tracking all the activities one would want to track whilst qualifying leads, converting to customers, closing deals etc etc, however.... ....although I can use Z CRM to send an email to a lead/contact and have that recorded as an activity for other team members to see, there is no way of capturing an inbound email from that lead. Assume my lead replies to my email sent from ZCRM, in my case, the response arrives in my ZMail account. However I can't get it back into ZCRM to

• Zoho Creator invokeUrl to retreive PDF

  I'm trying to retreive a record PDF to send to Print Node. Tried with and without the zoho_creator_connection. pdf_content = invokeurl [ url :"https://creatorapp.zoho.com.au/<org_namespace>/<app_link_name>/record-pdf/<report_link_name>/" + input.ID type

• Bulk upload image option in Zoho Commerce

  I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter

• Zoho App Builder

  I’m looking for a Zoho Creator developer to build a simple app for tracking site expenses for a construction company. Key features: mobile form, dropdowns for projects and expense types, photo attachment for invoices, auto-calculated totals, and Excel

• Captcha can't be enabled conditionally

  Hi Problem: captcha on a form can't be enabled conditionally. Why is this a problem: Because I use the same form on our website (public) in the portal and mobile app. In the portal it works but in the mobile app it doesn't. So there should be a way to

• ACH Returns Don’t Trigger Dunning or Reverse Payment in Zoho Subscriptions

  Zoho Billing marked an ACH payment as successful and kept the subscription active — even though the payment was later returned by the bank (NSF). There was no update to the invoice or subscription status, and I had to manually clean it all up. For credit

• Zoho Sheet - Split cell diagonally fill half color

  is it possible to split a cell diagonally, fill different text in each half and ideally color them differently as well?

• Calling Token API in Postman returning "error: invalid_client"

  Hello, I've been working on setting up an API to get data from zoho crm into a third-party application. I'm currently testing the setup in Postman, but I'm getting an error from the API to retrieve the access token. It keeps returning "error: invalid_client".

• How to handle this process need using a Blueprint?

  See one minute screen recording: https://workdrive.zohoexternal.com/external/eb743d2f4cde414c715224fc557aaefeb84f12268f7f3859a7de821bcc4fbe15

• bulk scheduling youtube shorts and facebook reels

  how do i flag the video as facebook reel rather than normal video, it's vertical, 20 seconds, yet still being posted as video on facebook for youtube, it's being rejected out right both videos are to standard, can be posted normally with normal scheduler

• Invitation-Based User Access in Zoho Analytics

  Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security

• Filtert products by multi select custom field

  Hello, this is seems like a must addition, why it can not be done now?

• Multiple images

  Hi Is there a way to insert multiple images in one image record or any way that instead of one image, I could upload 5 to 10 images together. Looking forward for a solution. Regards

• Zoho Projects - Custom Objects

  Hello, is there the ability now, or in the near future, to add custom objects to Zoho Projects? The requirement here would be to have the ability to track change requests to a project's budget. The idea here is to have the ability to create a custom Object

• Access CRM Variables from Formula field

  Is it possible to use a CRM variable (defined in Developer Space -> CRM Variables) in a formula field for calculations ?

• Announcing Bigin India Meetups Across 8 Cities: July 29 - Aug 07

  Hello Biginners, We've got some exciting news to share! We're hosting our first round of Customer Meetups for 2025 in India, from 29th July - 9th August. Whether you're a Bigin newbie or a seasoned pro, this is your chance to meet customers from your

• Why isn't there an Expense description field / column?

  Hello! I'm new to Zoho Books and accounting. I'm surprised there isn't a proper expense description field (and column in the overview "all expenses" page)? I thought this was a given in accounting, as visualizing expenses facilitates tracking them down?

• New in Zoho PDF Editor: Watermarks, password protection, signature collection, and more.

  Hi Zoho Sign users! We are delighted to introduce the latest enhancements to Zoho PDF Editor, designed based on user feedback and feature requests. This update enables you to reorder, extract, and rotate PDF pages, add watermarks, and collect signatures.

• Cant't update custom field when custom field is external lookup in Zoho Books

  Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap

• Printed Reports, Increase Font SIZE

  I need to send some printed copies of financial reports to my attorney. The reports print out with microscopic fonts. How do I increase the font size so that a normal human can read the text? Every other accounting app can do this so I imagine I have

• Avoid email sending!

  Hello, Thanks you Zoho for the wonderful apps you provide. Question: Is there a way to disable sending emails when: - creating an estimate or billing. Thanks Tommy

• Need to show discount before total after subtotal

  Need to show discount before total after subtotal on my estimate template (see attachment)

• Email a "thank you" note for this payment is NOW checked by default

  Hello Team, Just noticed that Email a "thank you" note for this payment is now checked by default. I tried searching in Preferences and there is no way to turn this off. I do not want this to be the default. Is there a way to turn this off?

• End-to-end services hours

  We are trying to determine the best method of quoting service hours on quotes but only present the sum amount to a customer, without losing the tracking of quantity of hours for invoicing purposes. Does anyone have a good method they have determined?

• Specific Approval Question

  Hi everyone, Just a quick question here. I have located the "Approval Type" in the preferences, which is great, and I am sure we could make use of it. However, I am trying to understand how I can implement an approval "workflow". The business call it

• Zoho Books - Show Discount Totals When Greater Than Zero

  Hi Books Team, I understand that to show or hide discount amount on a Quote or Invoice, I need to use different templates. It would be a great quality of life improvement for users if we had an option to show or hide the discount amount at line item and

• Specifying a filename for Schedule Reports

  Is it possible to specify a filename to use with scheduled reports? For example: With a general ledger report, instead of general_ledger.pdf I would like to include the date the report was generated in the filename so it is called general_ledger_202

• Need to upsert "Created Time" field in Leads Module

  I am in the process of implementing Zoho CRM for my business. I need to modify the "Created By' field to reflect the actual date/time the lead was captured in my original Excel file. Otherwise, my conversion velocity data will always be inaccurate, which

• HTML for confirmation email

  Hi, After a prospect submitted the Zoho form, we want to send a confirmation mail. In this mail we want to add our email signature. However, while this is possible in Zoho CRM this doesn't seem to be an option in Zoho Forms. Also an html editor is not

• Fire a webhook when the user gets access to portal

  Hello, We would like to know if there is any way in which we can automate a webhook call if the user accepts the portal invitation that Zoho sends by email. The customer module does have the option to trigger webhooks when a customer is created, updated,

• Next Page