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

    • Can't access to a Custom Module in Client Script

      I just created a new Module few hours ago. Now I'm trying to fetch data from this module in a client script but I cant't. When I write ZDK.Apps.CRM. it doesn't recognize the new module. It recognize all other modules (from Zoho and custom) but not the

    • 3 year sick leave cycle

      How do you set up a sick leave cycle for South Africa? In SA the sick works like this for the first 6 months you get 0.83 paid sick days a month, then after 6 months you sick leave balance is reset to 30 days that can be used over a 36 month cycle.  This

    • GET Related Records Data does not respond to fields Query Parameter

      I am trying to get a list of emails linked to a Contact, using the GET Related Records Data API call. It works if I want all the record fields. However, although the V2 guide specifies a "fields" Query Parameter, this is ignored. So even though I use

    • Dynamic Images in KPI

      In Zoho Analytics, how can we change images based on the applied filter? For example, I want to dynamically update the logo or any other image based on the selected filter. Whatever filter is applied, the corresponding image should be displayed. I recently

    • Removing Shifts Tab in Time Off

      My organization doesn't use the shifts function and would like to hide that tab from view (or delete it completely). Is this possible somehow?

    • What's New in Zoho Books - April 2024

      Hello users, We are back with a bunch of new features and enhancements to make your accounting experience seamless. Keep reading to learn more about them. WhatsApp Integration in Zoho Books You can now connect WhatsApp to your Zoho Books organization

    • What's New in Zoho Books - August 2024

      Hello users, We've rolled out new features and enhancements to elevate your accounting experience in Zoho Books. Dive in to discover what's new in Zoho Books this August. Update Reports Permissions We’ve enhanced report permissions in Zoho Books to make

    • Bank reconciliation with Accounting currency with Foreign Currency bank accounts

      We are unable to perform Bank reconciliation for Foreign Currency bank accounts and tie-up with General Ledger account, which will be in Accounting currency.

    • Dynamic integration of ZOHO CRM Data into ZOHO SHOW

      Hello, We are making offering with good design on ZOHO Show. A lot of data in those offerings are filled with Data present in ZOHO CRM (Account name, Name of the deal, Amount of the deal...etc). Thus could we push (in API ?) specific data from those fields

    • Merge templates sharing and execution by team members

      Hi all, I need help on writer. Hope this group is the right one as well. I have a merge template created in Writer using Superuser, and I will require the team members to just run the merge filtering records, say using a quotation or invoice number that

    • API - Pulling next 10 records from Emails endpoint

      We are attempting to pull Emails from Accounts using the API (/Accounts/ID/Emails). The call works fine, but we are trying to implement the paging. Documentation seems to suggest using the index parameter with the next_index value returned, but we have

    • configuring/coding send notification

      Hi, I have an issue by sending a notification in a task management app. I'd like to address the guy, who is in charge. Sending email is fine, but notification is not. Thanks for any assistance! George Thanks, it seems it's working. I needed a user type

    • Client script syntax question

      Hi, I don´t know why this sytax is incorrect. /** * log("sample logging statement") --> can be used to print any data in the browser console. * ZDK module can be used for customising the UI and other functionalities. * return false to prevent <SAVE> action

    • Client/Brand Lists in Marketing Plus Campaigns

      My agency is looking at possibly signing up for Zoho Marketing Plus for Agencies but we are trying to figure out the best way to set things up. From my understanding, you create an account (portal), and then you make a new "brand" for each client within

    • Creating leads via API

      Hi We are working with a local vendor that is generating leads for us. They have integrated with ZOHO in the past, they told me: We need $refreshToken = "1000.cd05354...…..."; $clientID = "1000.4ECE...…..."; $clientSecret = "1ddf5fcd17......"; So I gather

    • Reproducible bug in Zoho Workdrive sync agent for Windows

      I've observed a recurring and reproducible failure in the Windows desktop app for WorkDrive, related to the registration of the OverlayIcon handlers that are added to the registry. When I installed Windows 11, I configured my ProfilesDirectory (C:\Users,

    • Emails to Hotmail/Outlook are being blocked – IP blacklisted

      Hello, I am using Zoho Mail with the domain ghayatalbahr.com, and I’m unable to send emails to Hotmail/Outlook addresses. The bounce message says that Zoho’s sending IP (199.67.81.1) is on a block list (S3150). Please help by either switching my account

    • Limits on test emails

      Why do you have limits on test emails? Can they be removed?

    • CORS problem with APIs

      When I try to call web services from Postman, I don't have a problem I can get responses without problem. But when I try to call Zoho web services from my web application I have a CORS problem. For local development I download a Chrome extension for prevent

    • Users cannot set due date?

      The due date field under the "Edit Layout" page is set to not visible and I cannot change it by clicking on the little red light bulb. I was almost certain that users are able to view and edit the due date at the time of ticket creation. Is there a way to make the due date field visible to users? Thanks, Jamie

    • Light Agents

      Can Light agents extract reports from the Analytics module? Kindest Regards Ahmed

    • Opening & Closing Balance - Zoho Desk

      I would like to track the opening and closing balance of total tickets for each day in Zoho Desk. I need a way to represent this data in Zoho Analytics or another application for easy tracking.

    • invokeUrl - send body with GET request

      Hello, I am trying to utilize the invokeUrl Deluge function to send a GET request with JSON request details in the body to my Node.js (Express) API. Request information is sent in the body because the request data can exceed URL parameter length and because

    • Bug Alert - Duplication of Tickets in Zoho Support

      Due to a bug that crept into our email infrastructure, duplicate copies of emails were fetched into and displayed within Zoho Support today.  We've already identified the root cause and built a fix for it.  Additionally, an automatic background program will identify and clean up all the duplicate emails you might have received so far.  The same should be rolled out to all users shortly. We'll keep you posted here as and when the fix is applied.  We apologize for the inconvenience and understand that,

    • Zoho User Group (ZUG) Meetup is Back in the USA!

      We’re excited to bring the Zoho User Group (ZUG) Meetup back to the USA! Join us for an insightful session where we’ll explore how businesses of all sizes can optimize their lead nurturing process using Zoho SalesIQ and other Zoho applications. Session

    • Ordering of Teams

      Hi there, Currently, we cannot order Teams in Zoho Desk. Teams are ordered as they were created. It would be really helpful if we could customise the order of Teams. For example: We have the following Teams: Shipping Customer Service Sales Compliance

    • B2B2B SaaS: How to visually identify affiliate-referred clients in Zoho Desk ticket listings?

      We're using Zoho Desk standalone (without CRM) for our B2B2B SaaS company, where we support both direct clients and their end customers. Challenge: We need agents to visually identify tickets from clients who were referred by specific affiliates directly

    • You should be able to edit the invite template of Zoho Meeting when sending it to an email

      What the title says. Is there a way I don't know about?? Thanks. FV

    • New App Menu Doubt and Question

      Hi member, Now my Creator C6 able to have the Newest App Menu. The UI is nice. But I have several questions about this feature. 1) I construct two Title on above a component. But only one Title will be shown. Is it a bug or intended behavior? In fact,

    • Zoho Projects - Quarterly Updates | Q1 2025

      Hello Users, We would like to share the latest updates for this quarter. Here is a round-up of the features and enhancements we rolled out in Q1: Working with Zoho Projects data in Power BI? Integrate Zoho Projects to Power BI and sync module data (from

    • Customers receiving two email notifcations each time an invoice is created

      Customers are receiving two emails each time we create a new invoice. They are not duplicates, as there is only one invoice in their account + in the email workflow. But still, they receive the email two times in a row at the same time. We have gone over

    • Zoho Developer Community Monthly Digest – March 2025

      Hello everyone, This month is packed with exciting product updates, learning sessions, and powerful community conversations that remind us: sometimes, the best solutions come from a single shared question. From quick workarounds to upcoming training events

    • jsonarray.

      Zoho CRM says "Invalid input for Product_Details. The expected input type is jsonarray."

    • Caldav Synchronizer shows error System.Xml.XmlException: Root element is missing

      We are using Outlook 2019 and CalDav Synchronizer to sync our calendars. Since ~two weeks we are not able to sync anymore, we always get the Error System.Xml.XmlException: Root element is missing I attached a screenshot with the full error message. System.Xml.XmlException:

    • What is the module name for "Vendors" in a call to info zoho.books.getRecordsByID?

      What is the module name for "Vendors" in a call to info zoho.books.getRecordsByID? "vendors" is incorrect. zoho.books.getRecordsByID("vendors", books_organization_ID, vendor_id, "books_full_access");

    • How to set the width of the columns in a script

      Dear community, hope you all are doing great, I'm creating this thread to check the following: I have a deluge script that creates a PDF file with a table and I'm strugling to set the width of the columns. Here's the snippet of my code which creates this

    • Any idea for loading animation workaround?

      On my application i have page with ZML <image>  which has attribute action='Function'. when the image (icon) pressed a function get called and sometimes the function takes some time (API Calls).  For making a reasonable UX i would like to show a sign

    • Generate Payment Link - ZOHO Books by an API

      Hello Team, is there any way we can Generate a Payment Link - ZOHO Books by an API, if anyone has any idea about this please do comment? Thanks & Regards Piyush Goyal

    • Email hook is triggered twice for a single email

      I have a problem with Zoho Flow. Started yesterday. Every incoming email is processed twice by the same flow, but there is only one entry in the history. On the dashboard I can see that the flow was executed 6 times (3 emails received) and I have 3 entries

    • Opportunity Reappears in Pipeline After Exiting Blueprint – Need to Prevent This

      An opportunity reappears in the Pipeline after exiting the Blueprint, and the user is able to move it — I don't want this to happen. Can someone help me?"

    • Next Page