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

    • I already configured DKIM Records, and other records as well

      I already configured DKIM Records, and other records as well but it is still going like a spam mail

    • No recibo correos

      Buena tarde. No estoy recibiendo correo en Zoho mail, pero si puedo enviar. Como puedo solucinarlo?

    • Email not sending on Iphone on (1) account. Works with the others and set up thesame.

      When I attempt to send an email on one of our accounts on my iphone, It doesn't and. then comes back with an error message.. I've reviewed my other two accounts, and they both work fine on my iphone, it's just this one account.. I've also looked at the

    • Receive the incoming emails of my users

      Guys, I need some help. As an admin, can I receive all the incoming emails from my users?

    • I couldn't create new email "connect@cafeconnet.lk"

      Dear Manager, I want to create new email "connect@cafeconnect.lk" but I can't do that. Please help me for that.

    • didnt add my soho account Mail

      i cant add my soho account arturo@thrivechile.com in Mail (apple)

    • How to apply customized Zoho Crm Home Page to all users?

      I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: The option to mark a customized

    • Zoho Projects > Workdrive Integration - Where can you find your files in Workdrive?

      Following the instructions here: https://help.zoho.com/portal/en/kb/projects/integration/zoho-apps/articles/zoho-workdrive-integration#Benefits Put a file in the Documents section of a Project. Then Trying to navigate to the Team Folder in WorkDrive and

    • How to set custom Sales Order numbers

      I am trying to create Sales Orders with data from Jotform submissions. Auto number generation is disabled within Books. Whereas the flow Input recognizes the number (40732 in this example), the Output does not. How can I fix this? I'd like the number

    • Zoho desktop problem when using 2 displays

      I have a Microsoft Surface Pro with a second display attached. When I open Zoho mail desktop and place the window on on the second display and I keep the display attached, everything works fine. HOWEVER: when I then detach the second display (the Zoho

    • Assign Multilpe Owners to a Single Deal and Split Revenue Between the Two

      Hello, In our business, it is common for 2 sales reps to co-manage a deal. As such, I would like to add 2 co-owners to a deal within CRM, and then split the revenue generated by a deal between both owners in our analytics. We are currently tracking this

    • Mix and Match Email Plan

      Dear Zoho Sales Team, I hope you’re doing well. I am currently subscribed to Zoho Mail Premium with one account. However, I would like to modify my plan by adding two Mail Lite (10GB) accounts alongside my existing subscription. Could you please confirm

    • Comprehensive guide to add users

      We've received quite a few questions regarding adding users to the Zoho Sprints workspace. So we decided to address it through a comprehensive post covering the locations (modules or tabs) from which you can add your users. Adding users to your workspace

    • How to monitor hybrid projects?

      Hybrid project management sounds great, but, with projects being run on different project management methods, how can we monitor the overall progress and derive insights from them? If you've got this question as well, Zoho Projects Plus’ dashboards have

    • Learning how to customize templates via code and best practices

      Hi! Our developers team want to learn how to edit our template files safely. The last time we messed with these files our site went down for a day and we had to reconfigure it from scratch. What are the best practices to do this? How can we get a template

    • ULAA threat

      My Sentinal One app just killed ULAA as a threat. I reinstalled, killed it again. I opened ZohoOne CRM in Chrome it worked however it was a least 1 if not 2 backsteps from the version I'm using. Is anyone else having this exerience?

    • Seventh Insight - Organize your data using Modules

      The Wheels of Ticketing - Desk Stories Organize your data using Modules What are Modules? Modules in Zoho Desk are powerful organizational tools that facilitate efficient help desk operations. There are eight standard modules, each designed to manage

    • Argument Mapping went missing?

      How can I access the IDs from the mass action button when argument mapping is unavailable or missing?

    • Properly split form fields across report rows?

      Hi all, I’m trying to split file uploads from a form into separate report rows with a shared Title. Example: Form input: Title + File A + File B Desired result: Row 1: Title + File A Row 2: Title + File B Current Logic: In On Created or Edited and On

    • Email Alerts with Affected Flow Details When Deprecating Modules in Zoho Creator

      Dear Zoho Creator Team, We would like to request an enhancement to the module deprecation process in Zoho Creator. 🧩 Current Limitation: Currently, when a module is deprecated by the Creator team: No email notifications are sent. There is no automated

    • Problem importing TSV file: File contains empty string as column header(s).

      I tried importing a TSV file into Books, and got this message: "File contains empty string as column header(s). Please check the content and try again." I've looked at the file I'm trying to import, and the columns all have labels in the first row. Help?

    • How to Integrate Zoho Books with Xero (No Native Connection Available)

      Hi everyone, I’m currently facing an issue with integrating Zoho Books invoices with Xero, as I’ve noticed Zoho does not provide a native integration with Xero at this time. I would like to ask: What are the common or recommended solutions for syncing

    • UPLOAD A CREATED PDF AUTOMATICALLY

      Using the html header pdf+print button, I have managed to find a way to have a user create a pdf using entered form data. Using the schedule button, I can have a "file uploaded" pdf mailed to someone as an attachment. The missing piece is to be able to add the pdf, created in that html page to a file upload field automatically? Right now one has to save it to computer and then upload it in a FILE UPLOAD FIELD. Any help would appreciated !  

    • Short Custom Order

      Hi Everyone, I have question, i create some report use custom short order like below. But this is just show in development mode.... when i publish to production, it is not showing. And this is just showing in full admin mode. Can setting to show roles

    • is there a way to pass whatsapp message to Zoho CRM lead record?

      so I am trying to implement WhatsApp Native Integration to Zoho CRM. What I really need is to pass Whatsapp Number and whatsapp first message to Zoho CRM lead record. yes I can see the Whatsapp Message inside lead detail record like this but as you can

    • How to use CDN with Zoho wesbites.

      I want to use CDN with my zoho- hosted website. I currently have a dot in website. I would seriously like to utilize CDN such as MAX CDN and cloudflare. Its that am not able to change dns with dot in website. Which is a great catch. Today site speed matters a lot both for business or personal sites. I have lot of visitors from different parts of the world and they suggest to make the website more faster. I would be great if I'm able to use dns or may be cdn.

    • Tip of the Week #58– Stay informed by following threads!

      Want to be notified about the activities happening over a specific thread without getting directly involved there? In shared inboxes, not every message requires your immediate response, but that doesn’t mean it’s irrelevant. Without a clear way to keep

    • Zoho CRM 表示が変わった？

      いつからかわからないのですが、本日（6/3）、表示が変わったことに気がつきました。 皆さんの環境でも変わっているのでしょうか？ 当方は Zoho CRM Plus で Zoho CRM Everyone 環境です。 ■タブと項目 タブのレイアウト表示名が「標準」から「スタンダード」になっている。 表示だけなので Deluge とか影響はないとは思います。 ■レコード一覧の項目選択の表示 選択すると青色線で囲いが表示されるようになった。 選択しやすくなって使いやすいです。

    • How do we add Google Analytics code to Zoho Bookings scheduling pages or the thank you page?

      We need to track user activity on individual Bookings' pages and/or the thank you pages? How do we do this?

    • please include option for editing attachment name

      Users need the ability to rename an attachment without having to delete the original and then uploading a duplicate just to rename the doc. We need the ability to edit the name of an attachment directly in zoho. dgdlux

    • Lead Created Time Field

      I don't remember doing it but I must have removed the "Created Time" field from my lead module at some point.  Usually it doesn't let you permanently delete fields like this but it is not in my unused fields so it must have been permanently deleted somehow.

    • Notebook Password Recovery?

      I'm a very happy new user of Notebook, but ... my password has fallen from my memory and I am finding no avenue to reset it. How can I reset it to recover access to my notes? Thanks so much, HOC

    • Unable to create a download link for an uploaded Workdrive File

      Hello, I have some custom logic that is working fine to load image files into a Workdrive folder. I'm not having much success however in being able to then set the file as downloadable and retrieving the download link from my custom logic. My code for

    • Data preservation when a Recruiter Admin leaves the organisation and account is deleted

      I can’t find in the documentation on this topic, so asking here. When the Recruiter Admin employee who has done all the hiring work, e.g. publish job postings, updating email notification templates, changing candidate statuses, writing notes, communicating

    • Zoho Sprints mobile app(Android and iOS) v2.0

      Hello everyone! We’re thrilled to announce that Zoho Sprints Mobile app2.0 is now live. With the newest version of the Zoho Sprints mobile app, we hope to provide a fresh, faster, and intuitive experience for managing your sprints on the go! Whether you're

    • Open-source Zoho API package for Python

      Dear Community, Some time ago I have started working on Zoho API to handle data management in more automated manner than before. Then I have found no relevant materials, except of Zoho API documentation, about how to start. Of course I do not mean it

    • Zoho Writer and Zoho Forms - Merge on update of a form

      Once Zoho Form is submitted it requires a check by the adviser / sales person and adding additional infomation to it before it gets send to the customer for the signature. Unfortuantely there is no option to Merge on update, only on submission of the

    • Journal Entries Do Not Show Multiple Entries to the Same Account

      Another basic accounting function that Books ... Accountants sometimes write journal entries, debiting and/or crediting the same account in the same entry. This is due to the need to record specific activity in an account when we pull reports especially

    • Cookies

      Hey Guys, being a EU based company, we're forced to show the cookie banner, providing easy to read information about the cookies we use and giving the choice to select which cookies the accept. I know in Zoho Marketing Hub, SalesIQ and Sites there are

    • Zoho Sign Custom Domain

      Any plans for Custom Domain?

    • Next Page