Zoho CRM Digest

Zoho CRM Digest




Hello Everyone!

Here’s the second part of January’s Zoho CRM Community Digest, rounding up the remaining highlights from the month. From newly rolled out updates to thoughtful implementation questions and practical solutions, the community once again delivered valuable insights. Let’s take a look at what stood out in this edition.

Product Update:

Spam Detection for Webforms!

Zoho CRM now screens webform submissions for spam before they enter your system. Each entry is scored based on factors like suspicious emails, invalid phone numbers, bot and crawler activity, IP signals and honeypot field detection. Each submission receives a Spam Possibility Score, and high-risk records are held for review in the Awaiting page, complete with detailed source insights and scoring reasons. Admins can block specific IP addresses and rely on a system maintained blacklist to prevent repeat spam. Dive into the post to see how this added layer of protection keeps your CRM clean and efficient.

Workqueue: Manage your CRM work in one place

Zoho CRM now includes Workqueue, a centralized workspace that brings tasks, approvals, and important records into one customizable view. Create custom queues using filters or existing views, track activities, and manage approvals without switching modules. Managers gain real-time visibility into team workloads to enable better planning and faster decisions. Take a quick look at the full post to learn more and see how to set up Workqueue for your team.

Uplifted Homepage Experience:

Design your homepage with flexible drag-and-drop layouts to create a fully customized view that fits your team’s processes with ease. New Quick Links let you place important resources right on the homepage for one-click access, while rich text helps highlight key announcements. You can also bring reports directly onto the homepage so key metrics stay visible and actionable from the moment users log in. Check out the full post to learn more and get started.



Quick Wins:

Trying to Survey Contacts Linked to Accounts Filtered by Billing Period?

When @lrocaboy raised this, @Ishwarya SG shared that an update about an enhancement to filter Contacts by Account field values is in the works. Since it’s not live yet, @Max Tyack stepped in with a practical workaround using criteria-based mass email and the Zoho Survey integration. If you’ve ever needed to bridge data between Contacts and Accounts for campaigns or surveys, check out this post to see how it's done.

 

Dynamically Filter Deal Sectors from Account Selections

@Matt Beck kicked off a discussion on dynamically filtering Deal sector options to match the sectors selected in an Account, including identifying a primary sector. After exploring multiple configuration approaches, @Andres suggested using Client Script, and @Sunderjan Siddharth highlighted the use of 'setCriteria' as a workable solution with certain limitations on the details view. Catch the full exchange and technical nuances in the post to see how this can be implemented.

The Case of the Missing Deal Team

@Rodrigue Saab asked how to add multiple team members to a single Deal, after being unable to find the “Deal Team” feature in their CRM. @Stefanie Vanjo-Carnell pointed them toward Deal Management, and @Hugh Marshall shared the exact steps to enable and configure it in Settings. If you have been unsure where this option is located, the full walkthrough is in the post.

Dev's Corner:

Default Values for Meetings:

@Ashley Bell proposed a simple yet impactful enhancement, enabling users to set default reminders and apply merge tags to meeting titles without manually editing each time. While native support isn’t available yet, @Sunderjan Siddharth shared a Deluge-based workaround to auto-update reminders and titles after meeting creation. Check the full post for the code and additional details.

Fetching Lookup Data with Client Script

While entering form details, @Sam wanted to avoid manual typing by auto-fetching the Service Number from a selected lookup and defaulting the current date on form load. @Ishwarya SG recommended using Field of Lookup and the Now() formula, while @Rodger Brehaut shared a Client Script solution with guidance on proper event setup and variable handling. Take a look at the full post for the debugging steps and the script to achieve this requirement.


Kaizen:

Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

In this Kaizen, you’ll learn how to transform query-based related lists into actionable workspaces using module-type queries and serializers. Rather than displaying all related records, discover how to filter precisely, preserve native lookups, and add contextual links for a smarter navigation. As @Quint highlights, these thoughtful enhancements can turn passive lists into intuitive, purpose-built tools without heavy customization. Explore this post to learn more.

Kaizen #226: Using ZRC in Client Script 

In this Kaizen, you’ll explore how ZRC (Zoho Request Client) simplifies API calls inside Client Script using a single unified syntax. Through a practical use case, learn how to build a custom button that captures a salesperson’s call notes via a pop-up, creates a Note, and updates the Lead status, all in a single click. You’ll understand how to use zrc.post() and zrc.put() to insert and update records seamlessly, reduce manual tracking gaps, and design smarter, action-driven CRM experiences. Curious to learn? Check out the full post!

And with that, we wrap up this January'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.

If you haven’t already, don’t forget to check out Part 1 of the January Digest to explore the earlier updates and discussions from the month and complete the roundup.

We’ll be back 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

    • How can we get payment status updates for payment links in Zoho Books using webhooks?

      When we create and share a payment link in Zoho Books, is there a way to know when the payment is updated? Can we use webhooks to get real-time updates for payment link status instead of checking manually?

    • 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

    • Introducing note actions and dynamic visibility in Kiosk Studio

      Hello all, We are introducing enhancements to Kiosk Studio that will improve the product scope and meet your custom needs more precisely. What's new? Add notes as Actions: You can add notes to CRM records as kiosk Actions, as well as insert merge fields

    • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

      Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

    • Challenges with data consistency when integrating Zoho with other systems

      In setups where Zoho (CRM/Inventory) is connected with external systems like eCommerce platforms, maintaining consistent and reliable data across systems can be challenging. Some common issues that tend to come up: Product data mismatches (variants, pricing

    • Logging Calls not working

      For some reason, logging calls is not working anymore. Description of problem: On a Lead's record, in the "Open Activities" block, clicked on "Add New" Clicked on "Call", clicked on "Log a call" Nothing happens. If I click on "Schedule a call" nothings

    • How to transfer files from Creator file upload fields to CRM file upload fields

      This article describes how to transfer files from Zoho Creator file upload fields to Zoho CRM file upload fields. I'm posting it here because the current documentation does not fully and accurately describe how to do this with certain file types (PDF,

    • 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

    • Zoho Mail Android app update: UI revamp

      Hello everyone! We are excited to share that the first phase of the Zoho Mail Android UI revamp is now live. In this update, we have redesigned navigation bar at the bottom to quickly access the Email, Calendar, Contacts, and Settings modules. Also, the

    • Records Per Page

      Can we get max number of records per page increased from 100 to 250 and 500 please? Or alternatively allow us to use the Zoho Sheet View for all records and not just the max 100 showing on the page? thanks.

    • This campain is on hold

      Trying to start a Zoho Campaign for our company but the error message when we try to send it out it this: This campaign is on hold Our compliance team needs additional information about your sender domain address. They'll reach out to you shortly via

    • Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)

      Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,

    • Blueprint transitions on locked records

      We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.

    • Whatsapp Limitation Questions

      Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

    • Sales Ordes removes TAX at random for some or all prodcuts, even after creating it

      Hi at Zoho CRM, in the Sales Orders section, when Creating, Cloning or editing any Sales Orders the TAX of one or all products gets "unchecked" at random. All of our products ALWAYS must have the same TAX selected automatically. At least it used to be

    • Turning off self view in Zoho Meeting

      Hi Is it possible to turn off/hide self view in meetings?  Cant see any options for it. Thanks

    • CRM to Desk Contact Sync Issues?

      Hello, I noticed none of the contact changes in CRM are being transferred over to Desk. Anyone else experiencing this? I checked the sync history in desk and it confirms it - it doesn't show "X Contacts Synced" like it normally does.

    • Please add Deluge code editing for Forms

      Assuming Forms is built on the same codebase as Creator, etc., it would be wonderful to be able to edit form code, cut and paste form elements across different forms, share code with other users, and so on.

    • Is there any workaround or method to restrict user login to a particular device

      Hi, I want to restrict my CRM user from accessing the Zoho CRM/Zoho One application to the company provided devices only. As far as I have explored there is no direct way to do this. Is there any workarounds that will allow me to do this. I want to ensure

    • Email from CRM being Blocked or Marked as Spam by Google (and maybe more)

      In the past 24 hours we’ve noticed that emails sent via Zoho CRM are being blocked or flagged as phishing, particularly by Google. The issue seems to occur specifically when emails contain links. URLs like www.domain.com or www.example.com are automatically

    • 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

    • 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

    • Zoho Tables - Form default entry

      How so I set a form field to be populated with an entry from another table? I created a view on my source table limiting the results to just the one thing I want to see. When adding a Client via my Add Client form, I want the Client Type field to already

    • Payment Card or Identity form-fill from Vault?

      Hello! I'm working on replacing Bitwarden with Vault and one issue I've run into is that I can't find any option to fill address and payment forms from Payment Card or Identity info that has been saved in Vault. Is there a way to do this? Is it a planned

    • Introducing Bin Locations In Zoho Inventory

      Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature

    • Add Actionable “Smart Commits” for GitHub Integration

      Hi Zoho Projects Team, I am submitting a feature request to introduce Smart Commits support for the GitHub integration in Zoho Projects. The Current Limitation: Currently, Zoho Projects offers a "passive" integration. Including a Task ID in a commit message

    • Item Details Field - New Barcode / Document option?

      Is this a new feature??? its in both books and inventory.

    • Items attribute questions

      Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the

    • SEO recommendation of H1 tag for website tittle

      The exact words are “ It is good practice to place the page title inside the H1tag.” Now I already have one H1 tag on my website but it is not website tittle. In the SEO recommendation that is clear too that I have h1 tag on my page. Now I don’t know

    • Anyone Building AI-Based SEO Dashboards in Zoho Analytics?

      Hey everyone, I’m currently working on an SEO reporting dashboard in Zoho Analytics and looking to enhance it with AI-based insights—especially around AI visibility, keyword trends, and traffic sources. The goal is to track not just traditional metrics

    • Knowledgebase SEO

      We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search

    • Marketing Tip #15: Rank better with keyword-rich URLs for product pages

      Your product page URL is a small detail that can make a surprisingly big difference. Clean, readable URLs help in two ways: They’re easier for customers to trust and remember (no one likes clicking a link that looks messy or random). They help search

    • Marketing Tip #26: Optimize product images for SEO

      Product images can do more than make your store look good. They can also help customers discover your products through search. Since search engines can’t "see" images, they rely on text signals to understand what an image is about. Two small actions make

    • Zia Agents in Zoho CRM: a better way to set up digital employees

      Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) and

    • 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

    • How can we use Loop Structures in Deluge script?

      Hi, I am using GetRecords() function to fetch records from a module in Zoho CRM,  the number of records is 800+, but GetRecords() function returns 200 records at one time,  So, I want to use loops to achieve my task, but it gives me error when i use any loop instead of For each loop. How can I perform my task? Please help Zoho community. Thanks 

    • Stock Count

      The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important

    • SalesIQ Operator Activity Reports in Zoho Analytics

      I'm busy building a dashboard in Zoho Analytics and I want to include SalesIQ stats in the dashboard, but I'm unable to get the statistics mentioned in the attached image. Any idea where I can get the stats for Operator Activity?

    • Multi-Select Field Option Limit Inquiry

      Hello FSM Team, We would like to inquire about the limitation of the Multi-Select field in Zoho FSM. Currently, the system allows a maximum of 10 selectable options, and we encountered the message: “Option count more than allowed count of 10.” Issue:

    • MS Teams integration

      I followed all the steps to configure the bot chanel notifications, for all events. All configuration worked fine, without issues, but I don´t recevie any notification in the Teams chanel. Must I configurate aditional permission set in MS 365 or Zoho

    • Next Page