Zoho CRM Community Digest - June 2025 | Part 1

Zoho CRM Community Digest - June 2025 | Part 1




**We offer both video and written formats, take your pick and jump in.**




CRM FOMO is real.   

You could be doing everything right and still miss the beat. That’s where we come in.

Zoho CRM Community Digest!

 

Every two weeks, we bring you the insider scoop on all things CRM: brand-new features, time-saving tips, clever workarounds, forum gems, and posts you wish you had seen sooner. And the best part? If you have been active in the forums, you might see your name in the spotlight. Yes, we are watching!

So, are you ready to see what everyone’s been talking about?

Product Updates

Chart View is now in CRM modules!

Visualizing data used to mean switching tabs, requesting access, and setting up components in the Analytics tab. Now, with Chart View, anyone with access to the module can create visual charts directly within it. You can group fields, switch between chart types in real-time, and gain insights without leaving the module. Plus, you can publish charts, share them, and even print them. Want to know more? Read the post.

Introducing Grid View in Zoho CRM!

Grid View, a spreadsheet-style layout inside modules, lets you view, edit, and manage multiple records in a grid format. You can edit cells directly, instantly updating the record, approve records, and even create new ones, right from the module's list view. Check the announcement post, loaded with videos, to learn more.

Timeline View is now in CRM modules!

Timeline View gives you a visual way to manage your records over time inside CRM. You can now see your records laid out over time with start and end dates, across standard and custom modules. As Ivan Staykov puts it, "For us, this is a phenomenal improvement, well done!".  Additionally, you can color-code by field, apply filters, and understand task duration and progress at a glance. Explore more about it in this post.


Split View is now in CRM modules!

Tired of scrolling through one long list or constantly switching filters? Split View lets you create separate categorized sections within the same module, almost like stacked mini-tables arranged separately based on a field value. For example, a sales manager can categorize Account records by revenue tiers and instantly view high-value accounts without navigating away.

You can expand or collapse each category, sort records within them, and compare data across groups, all in a single view. No need to switch tabs or create separate views, as Switch View enables it all seamlessly.

 

Check out the announcement post for a full breakdown and detailed use cases.


Keep your Sales Journey in Path Finder!

If you haven’t checked your Path Finder reports lately, your default Sales Journey setup might be cleared soon. Now, you can keep it safe by clicking the Retain button in the Path Finder. Make sure you do it before July 15, 2025, to keep your journey, stats, and logs intact. Take a look at the post to learn how to do it.

Webinar integration now works in CRM Sandboxes!

You can now safely test your Zoho Webinar setup in the sandbox without impacting live data or sending real emails. Admins can integrate and configure webinars (user access, reminders, registrant sync, polls, reports), test registration flows via the Campaigns module, and once you've confirmed that the integration works correctly in the Sandbox, you can proceed to deploy it into production. Read the post to learn more!

Upsert operation: Preserve your timeline integrity

Migrating data from a legacy system to Zoho CRM is critical, especially for preserving historical timelines. Previously, missing data meant having to repeat the entire migration to preserve the timeline's integrity, a time-consuming process with large data sets. Now, with the Upsert operation, you can update or insert missing records without affecting the original chronology, all while keeping your original logs safe. Curious how it works? Find out more in the post.

Rich text and image uploads are now in the Zoho CRM Mobile app!

Zoho CRM Mobile app just got a whole lot richer! iOS users can now format multi-line fields with bold, italics, colors, links, and even emojis, using a built-in toolbar. You can also upload up to 10 images per record on both iOS and Android. View field tool tips added in the Zoho CRM web version directly in the iOS app. Both static tool tips (text inside the field) and info tool tips(shown as an info icon) are supported. Check the announcement post, complete with screenshots, to learn more.

New updates in CPQ make quoting even easier!

You can now set up dynamic actions in the Product Configuration that adjust values based on other products added in the quote. Plus, quickly clone existing Product Configurations and Price Rules instead of creating them from scratch. Read the full post to learn how it works.

Community Discussion Highlights!

This time, it’s all about smart fixes and developer know-how. From client scripts to API workarounds, the community shared some solid solutions. We’ve grouped them into Quick Wins, "Client Scripts and Functions", and Developer's Corner, so you can jump right in.

Quick Wins:

Migrating Salesforce emails into CRM?

@Anonymous User wanted to bring their email history from Salesforce into Zoho CRM, but there’s no direct import option. @Max Tyack jumped in with a clever workaround that made it possible. Curious how the email records were moved smoothly? Check out this post to see Max's suggestion!

Client Scripts and Functions:

Making file upload fields mandatory

While there’s no direct way to mark file upload fields as mandatory through layouts or Blueprints, @Anonymous User  guided @Anonymous User with a workaround using client scripts on the edit page. Check out this post for the code and full discussion.

Filtering by multiple lookup fields in COQL

Learn how to build a COQL query that includes conditions on multiple lookup fields. Check @Haiku's tips to understand how @Anonymous User fixed the syntax issues in their query. Check out the post for the tip!

Matching Deals with quarterly records by date range

@Annya needed to look up a record from a custom module based on the Deal’s Closing Date falling within a Start and End Date range, and then update the Deal with that record’s Quarter Code. @Anonymous User stepped in with a  Deluge function that used COQL to fetch the right record and update the Deal automatically. @Anonymous User also shared a helpful COQL example for dynamic date-based lookups. And the best part? It worked. Check out the full post for the code and other details.

Developer’s Corner:

Get Deals by Territory with Zoho CRM’s Get Records API

Check out @Anonymous User's response in this post to understand how you can retrieve records in a specific territory using the Get Records API. @Anonymous User tried to filter a Deluge query by territory, but since COQL does not support that filter, Hugh suggested this API-based approach. Check out the post for the code and 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!


    • Recent Topics

    • Trying to fetch related list data from deals module

      I need to fetch stage history data which comes in related list in deals module using coql. How can I achieve that? { "select_query": "SELECT Technical_Survey_Date as system_order_confirmation_date, Stage,Created_By, Latest_Quote_Creation_Date,Originating_Source,

    • Stage-Probability Mapping

      How do I answer this question in analytics? What is the Closed-Won percentage of all Deals that reach a given stage? Another way: Of all Deals that reach a given stage (eg. Artwork/Price Quote), what percentage of them become Closed-Won? I want to populate

    • Follow-up Sequences

      For following up with leads based on open/click status.

    • How do I change the sort order of items in the User Filter?

      I have a chart for which I have set a custom sort order for a field. I noticed that in the user filter for this field, the order is shown as alphabetical. It does not reflect the custom sorting that I configured. I even tried selecting the checkbox "Make

    • Automate Zoho Projects Task Data Export and Email Delivery (for Non-Users)

      In many real-world scenarios, we need to share Zoho Projects task updates with clients or team members who don’t use Zoho or don’t have access to the platform. Since there’s no built-in way to export and email tasks directly within Zoho Projects, I put

    • Bulk Add notes

      I think that it's an absolute need and basic feature to add. I know we can import notes from an xls spreasheet, but that's not what I'm talking about. We should be able the same way that we can bulk send email, bulk add activities, we should be able to

    • How to use CRM custom button and client script?

      Here's what I need. I know how to handle each step in isolation. I do not understand how to intercept a Button interaction, pass it to the client-script for the user prompt, and remainder of the processing. User Clicks Button on Details Page Client-Side

    • Match one bank transaction to multiple customer with TDS dedcuction

      Hi team, Just wanted to know. How can i match one bank entry to multiple customer invoices with tds.

    • Zoho Product Sync between Books and CRM is a mess

      The syncing of products between Zoho Books and CRM is completely broken. Why is ZOHO CRM the center of all products? Surely it should be Books or Inventory that is the central focal point of all things to do with a business backend (i.e. not marketing

    • How can i resend a campaign to only one of the recipients on the original campaign

      How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, Mike

    • Transferring CRM Attachments to Workdrive

      relatedrecords = zoho.crm.getRelatedRecords("Attachments","Conditions",conId); attachid = List(); for each ele in relatedrecords { attachementId = ele.get("id"); attachid.add(attachementId); } for each ele in attachid { counter = 1; downloadFile = invokeurl [ url: "https://www.zohoapis.com/crm/v2/Conditions/" + conId + "/Attachments/" + ele type: GET connection : "work_drive" ]; resp2 = zoho.crm.attachFile("Deals",dealId,downloadFile); resp3 = zoho.workdrive.uploadFile(downloadFile, dealWD, "PlaceHolder"+counter+"",

    • Zoho Campaign low open rate

      I have been using Zoho One, Zoho CRM and Zoho Campaign to make my web application, but since I started using zoho campaign to send emails, it has low open rate (actually zero for the latest campaign for 2 days) For people who have more experience or know

    • More Workflow Triggers

      We utilize a lot of workflows in our organization. Recently we've identified two use cases where we would like a workflow to run a function. Upon further checking, the workflow trigger wasn't available, or the only option was to run the workflow more

    • サブフォームアップデート 静的サブフォームについて

      昨年のアップデートにある「静的サブフォーム」の詳細についてご存じの方はおられませんでしょうか？ Zoho CRM - 2024年10月〜12月のアップデート https://www.zoho.com/jp/crm/blog/q4-2024-update.html 画像をみると項目を固定できるようですが、2025年5月現在、こちらの USデータセンター環境では設定箇所がみあたりません。 設定方法や設定箇所などご存じの方おられましたら共有いただけると幸いです。

    • IP Address List > Sigma

      We have developed a ZohoCRM extension that utilizes API calls to our server from Deluge scripts and Widgets. Our API server has IP restrictions in place. To ensure successful communication, we require a list of IP addresses utilized by Zoho's platform

    • Contacts per department

      Hello, Is it possible to limit Contacts to a Department? Thanks

    • Have One Custom Function Run After Another Custom Function Finishes - ZoHo Desk

      Hello, From what I'm seeing in ZoHo Desk. If there are multiple custom functions that run when a ticket is initially created, the custom functions seem to run simultaneously. Is there a way to have one custom function finish before starting another custom

    • email templates are a mess with fonts

      Any time I edit a template or adjust the content of an email while using it the fonts change. Previewing does no good as it appears one way but is sent another. for example .. this was made using Tomaha 2nd size with NO BOLDING. and this is what my client

    • New Style for multilevel list numbering

      Hi, in my country most of legal contracts are numbered in top level as First, Second.. (Primero, Segundo, Tercero...). I suggest include this style for multilevel lists. Thanks in advance.

    • integration with Notion

      Hi. I'm tryng to use zapier for syncing notes between Zoho and my Notion Database. But when creating a zap with their models, I get an error wih this kind of message : Step 1 - New Note Card in Notebook in Zoho Notebook request to https://notebook.zoho./%7B%7Bsel_dc%7D%7D/api/v1/notification/filtered/register?JSONString=%7B%22resource_type%22%3A%22NOTEBOOK%22%2C%22filter_type%22%3A%22ID%22%2C%22filter_value%22%3A%22lovap7e4ebb0fdbaf4ac697d9218619d32fbf%22%2C%22action%22%3A%22UPDATE%22%2C%22url%22%3A%22https%3A%2F%2Fzapier.com%2Fhooks%2Fstandard%2F19820952%2Fcf840faec6aa42c5acdf1f5775131ec6%2F%22%7D

    • Associate emails from both primary and secondary contacts to deal

      We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks

    • Is A Coloured Picklist with Dynamic Automation possible?

      Hey All, Just wondering if it is possible to setup a coloured dynamic picklist, Example below. Automating colour for ticket age based on creation date, So it is dynamic and changes as the ticket ages? 24 Hrs > Green 48 Hrs > Orange 72 Hrs > Red

    • Enable Mixed Channels with Employees, Guest Users, and External Users

      Hi Zoho Cliq Team, We would like to request the ability to create a channel in Zoho Cliq that includes all three types of users: Internal employees (organization users) Guest Users (non-Zoho users joining via guest chat) External Users (users from other

    • Associate email to deal and multiple contacts to deals

      Hi any news in how to associate emails to deal and to varios contacts in Bigin CRM? This feature would help in having deal and conversation all in one place so that when we open the deal or contact we have all the information in regard to deal that we

    • Chequered lines in notebooks

      Can the notebooks also be used with chequered lines or only with ruled lines? Or is it only available in blank? Thanks for the info! Greetings Andreas

    • How to add/remove tag to a ticket with function?

      Hi, I have had to create a function in Zoho Desk. However, it appears that the syntax differs from that in CRM. I realized that it is necessary to add organization ID in some commands what is not necessary when you create a funciotn in CRM. Could you

    • Introducing our latest privacy enhancement - Hiding email IDs in Zoho Cliq Networks

      Hello everyone, Zoho Cliq Networks offers a powerful collaboration platform that allows businesses to create dedicated digital workspaces for external vendors, partners, or individuals you want to communicate with professionally without adding them to

    • ERROR CODE554 5.1.8: unable to send message reason 554 5.1.8 email out going blocked

      Dear Zoho Mail Support, It's been nearly 24 hours and we still can't send emails. Our outgoing emails are blocked with the error message "554 5.1.8 Email Outgoing Blocked." This restriction is and will severely impact our business operations and causing

    • Zoho Desk Onboarding Assistance - How to do bulk taging

      Hi How to apply a particular tag to multiple tickets in one go.

    • New Assembly Screen - Doesn't Search by SKU

      When one wants to make an Assembly by clicking the plus sign from the "Assemblies" tab, the first step is to enter the Composite Item that one wishes to assemble. Logical, but the problem is that one cannot search that by SKU, only product name. This

    • CRM Client Script Buttons

      Hello,  Client Script ZDK list button functions, but I am not sure how to interact with them. I tried a few methods of getting the API name for a custom button, but no luck. Any ideas where the button API names are stored?  Also, custom buttons must be

    • Announcement - Custom Function Series

      Hi folks! One of the key attributes of Zoho Books that we're really proud of is the ability to automate your routine accounting tasks in an efficient manner. For most businesses, accounting would involve a set of repetitive tasks that consume a good chunk

    • Zoho CRM Create Client script using Custom Buttons

      Client script has become quite sophisticated and it's really useful. There is a missing simple functionality: To create script should be able to be called in the details page using a custom button. If we have this feature for Field Event, shouldn't we

    • Client Script event on any field of a Detail page

      Hi everyone! I'd like to trigger a Client Script when a user modifies a field - any field - from the Account Details page, how can I do this? I don't want to trigger it on a specific field, but on all of them. Thanks in advance!

    • Move Quote/Deals from a Contact to Another

      In our business contacts often move to different accounts, and it is simple to reassign the contact, but not so easy to move their quotes/deals to another contact at the account they are no longer with. Looking to see if there is a function to move quote/deals

    • Feature Request – Support for Saskatchewan PST Self-Assessment in Zoho Books

      I’d like to suggest a feature enhancement for Zoho Books regarding Saskatchewan PST (SK PST) self-assessment. Currently, when filing the SK PST return using Zoho Books’ return generator, there is a field labelled “Consumption Tax”, which is intended for

    • Connect and Engage On the Go: How Zoho SalesIQ's Mobile App Empowers Sales Teams?

      In sales, timing is crucial. It makes a huge difference. What if a prospect is checking out your pricing page? Or a high-value lead revisits your business' website or mobile app while you're at lunch? You can’t afford to miss that opportunity, and you

    • Any timeline for these features?

      Hello! Was wondering if there was a timeline to for the following features: Increased API Access for automations. The Rules are nice, but really need more automation, such as adding things to CRM, automating task creation, forwarding emails, etc. "negative"

    • Projects Timesheets integration with Quickbooks

      When will Zoho Projects Time-sheets be integrated with Quickbooks? This will make us move to Zoho for all business needs (except for Quickbooks)

    • Unable to send a message to a contact from Zoho CRM

      From menu Contacts I choose a contact, on the right vertical menu i have five different choices: Add a potential, Add an activity Add an event Add a call Send a message. All af them works exept "Send a message". If i click on it I don't get nothing, no

    • Next Page