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

    • Zoho ONE Inventory and Zoho FSM

      Zoho ONE Inventory sees a warehouse just as a warehouse. You have to be a ZOHO ONE usher for example to use a warehouse like counting stock while you have to buy a warehouse as an Add one separately from ZOHO ONE Inventory to use it for ZOHO FSM In ZOHO

    • Export all of our manuals from Zoho Learn in one go

      Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah

    • How to Mass Delete 26K leads ?

      Hi, can anyone tell me how I can mass delete 26K leads please? Thanks Colin

    • 【Zoho CRM】サブフォームのアップデート

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からサブフォームのアップデートをご紹介します。 サブフォームは、複数の行項目をまとめて管理できる副次的なフォーム/表です。例えば、営業チームがCRMのサブフォームを使って顧客の注文を管理する場合、商品名・価格・納期などの情報をまとめて入力できます。 ただし、このサブフォームのリスト自体が長くなると、スクロールが必要になり、画面上で確認する際に情報を把握しづらくなることがあります。 この課題を解決するため、サブフォームの列で「複数列のピン留め」と「項目列の幅の調整」の2つの新オプションの使用が可能になりました。

    • Is there a way to Prefill A Subform in Zoho Forms?

      By The Grace Of G-d. Hi, Is there any way to prefill a subform? Using URL Parameters or something else?

    • Updating Auto Numbers

      I'm removing a suffix from my auto number that's related to my customer record. I would like it removed from all existing customer records but I don't want to change the number before the suffix. If I tell it to update existing records, will it overwrite

    • How to add categories?

      How to add categories? I don't know if it is possible to create categories of the services, for example if the reported issue is a printer problem, hardware, email account, etc. I have only seen that the ticket is chosen if it is a complaint, question,

    • Zoho CRM in Microsoft Power Automate Custom Data Connector

      Hello, I have set up a custom data connector in Microsoft Power Automate. It is a connector to retrieve Zoho CRM data. I am pretty certain that I have entered the OAuth 2.0 authentication information correctly. However when I test the Get request https://zohoapis.com/crm/v2/leads.

    • Client Script: new value not set after calling setValue() - what's wrong?

      I'm new to Javascript and Zoho Client Script, though I have experience developing applications in C and Java. I have been trying to figure out why my code doesn't work and would appreciate help from the community to point out what's wrong. For my current

    • Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused.

      Hello. Lately we are having problems with some campaigns, which show us this error message. Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused. We can't find

    • ZOHO not recognizing mx records

      My domain hosting lapsed, and upon reactivating I had to recreate all my DNS records. ZOHO is not recognizing my MX records, but IS recognizing my SPF, DMARC, etc. Mail is being delivered to ZOHO just fine, but when I attempt to send I get a "relaying

    • mail rejected because of sender's SPF record issue

      We recently started hearing from customers that email is bouncing with the error: 550 5.7.23 Sender's SPF Policy Failure We cannot reject email because sender's DNS record is wrong. We need to accept mail in most cases. How do we fix this (because clearly

    • No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked.

      Hola! quiero enviar un correo electronico desde mi casilla de correo " tallerenproceso@zoho.com" y no me permite, porque dice: " No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked." lei que otros usuarios le daban respuesta de almacenamiento,

    • BLOQUEO DE POP-ENTRANTE

      Solicito con urgencia su apoyo, la cuenta dnanez@mirandacorredores.pe tiene problemas con el correo entrante. Tiene habilitado la opción POP en ZOHO y maneja sus correos con la herramienta Outlook, sin embargo no puede recibir ningún correo ya que aparece

    • Making preview pane "stick"

      Hello, Is it possible to fix/dock the preview pane so that it's always there? The modern monitors are all very wide so there's plenty of space horizontally. Having the preview pane disappearing and appearing again when you click on an email message in

    • Renew expired domain

      Hi My domain expired in early September. I tried to renew it but to make the transaction was an error. In the control panel, the renewal option does not appear. It happened more than 1 month and already I'm having problems with mail. When I go to a site

    • Print Email without Header Information - How?

      How do we print an email without printing the header? More and more vendors are emailing us invoices embedded in the email - not as an attachment. However, because the email print function automatically prints the email header, the invoices are split

    • Cómo creo una factura negativa o de abono?

      NEcesito anular una factura y crear una nueva igual pero en negativo. El sistema no me lo permite

    • Metrics available in Canada ?

      Hello, For the portal, the metrics looks empty for me. It says something like "no portal to display". Do I have to do something special to get it started or it is just not available yet for Canada ? Sylvain

    • In Zoho Desk, is there a way to see a list of comments that I've been tagged in?

      Thanks in advance!

    • Tracking product & invoice margins and costs

      We currently use Zoho Invoice and looking to understand how other people manage their product costs, margins, reporting etc. How do you know how much a particular job/invoice has made you and the costs involved? We have over 100,000 SKUs so not sure how

    • ZOHO ONE Inventory and ZOHO FSM

      Zoho ONE Inventory sees a warehouse just as a warehouse. You have to be a ZOHO ONE usher for example to use a warehouse like counting stock while you have to buy a warehouse as an Add one separately from ZOHO ONE Inventory to use it for ZOHO FSM In ZOHO

    • Get custom field value using deluge

      Hi everyone, I'm trying to get the value in a field using deluge in Desk, but i have i couldn't find an answer anywhere, this is my code : response = zoho.desk.getRecordById(OrgID,"tickets",TicketID); info response.get("cf_supplier");

    • Zoho Mail + Godaddy + Other Hosting how to configure

      Hi, I have taken zoho mail subscription, domain registered on godaddy and hosting taken from other hosting provider. So I have updated third party hosting nameserver on godaddy So now unable to add DNS records in Godaddy. Please give the solution.

    • how to enable multi DC option in my organization tenant that using zoho sign to give chance to any external users from any DC to sign our docs?

      how to enable multi-DC option in my organization tenant that using zoho sign to give chance to any external users from any DC to sign our docs?

    • automatic follow up alerts if potential stage doesn´t change in a certain period

      I want to control the whole sale process through setting a different Lead status or Potential Stage each time the lead or potential reaches a certain milestone in the sale process. The idea behind that is that a change in the lead status or potential stage triggers rules which have tasks that move the sales process forward. For example, if a Lead asks for a quotation, the Lead owner will set its status as "converto to potential", which triggers a rule that has a task attached to convert the lead

    • How to set up ‘Adjusted Revenue’ in Zoho Books?

      Hello, I have a marketing agency where I typically offer social media management and advertising services to local clients on a retainer/monthly-recurring basis. One of my core services include Ad Spend (we call it Digital Media Buying), which contributes

    • Aliasing Tables in Reports

      I'm trying to build a Query Table in Zoho Reports using my Zoho CRM data, and I'm running into this error:   Whenever a table alias is defined, kindly use table alias name before the respective columns used in SELECT query I'm trying to create a query table that joins several aliases of the Contacts table to the Opportunities table.  For example, an Opportunity has a Primary Contact, a Referral Source, a Primary Liaison, and an Agent.  All four of these are represented in the Opportunities table

    • Close task from list view

      Hi everyone, I’m trying to find a way to streamline task management in Zoho CRM. Specifically, I want to know if it’s possible to add a button directly in the list view of the Tasks module one button per task that allows users to close a task without

    • Import or migrate a Word Press website into Zoho Sites?

      Is it possible to import or migrate a Word Press website into Zoho Sites?

    • Automatically open a widget

      How do I make a widget open automatically if a user views any record from a specific module?

    • Restrict Access to Dashboard Tab to some users

      Is there a way to restrict the access to a specific tab of my dashboard to some users? Say I have a dashboard of HR with 3 tabs, and I want to allow some users to have access to only 2 tabs. How could I do this? Thanks

    • Hotmail rejecting mail

      I have paid Zoho account. Hotmail is rejectying mail from Zoho because Zoho is on hotmail block list ---- On Tue, 15 Oct 2024 10:30:47 +1300 <mailer-daemon@mail.zoho.com.au> wrote --- This message was created automatically by mail delivery software. A

    • How to Send and Document for Signing using Power Automate?

      Hello Everyone, I am looking for a way to send a document for signature using Power Automate. Specifically, I would like to automate the process of sending documents (such as contracts or forms) to recipients for signing and also track the status of those

    • Zoho Sign not working in Canada Feb 06, 2025

      When logging into zoho sign a short while ago we are seeing gibberish in the standard buttons, and when clicked on nothing happens, rendering the service broken. Please update and advise soonest.

    • How to easily share and organize templates with users? We need template folders!

      Greetings, I have many requests for features of this software. We have many Zoho / ManageEngine products, and they are all so close to being awesome if it weren't for some fundamental shortcomings that I have been told repeatedly to "kindly submit a request"

    • Downloading chat history

      Is there a way to download our full chat history?

    • CRM Mobile - Ability to email Record Notes

      By accident, I found that if I long press a record Note in the CRM Mobile app, I can email the note and the attachment. This is a wonderful find. Question: Is there a way to email a CRM record Note from the desktop? Thank you! Amy

    • Zoho Books API Charging a customer with their Creditcard or ACH Banking info

      It is unclear if using this API, can acutally charge the customer. https://www.zoho.com/books/api/v3/customer-payments/#create-a-payment When we process invoices in Books, we Select "Record Payment" and then Charge Customer. The Client has either a CreditCard

    • Font Size 11 - Zoho CRM Email Templates

      Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email

    • Next Page