Zoho CRM Community Digest - June 2025 | Part 2

Welcome back to the Zoho CRM Community Digest!

We’re wrapping up June with more fresh updates, smart discussions, and clever workarounds shared by the community.

Product Updates:

Struggling to keep track of scattered customer interactions?

Zoho CRM's Interactions tab solves that by brining all emails, calls, meetings, surveys, tickets, and more into a single, chronological timeline. It gives you a 360-degree view of every customer touchpoint, helping you spot engagement patterns, track milestones, impressions, and time gaps between interactions, and plan timely follow-ups, all in one place. Want to see how it works? Read the full post now.

Organize record entry with Sections in Wizards:

Wizards just got more organized! You can now add up to 10 titled Sections per screen to neatly group fields, subforms, widgets , or labels. Show or hide sections dynamically based on user input, and apply logic at the Section level for faster configuration. Want to see it in action? Check out the full post.

Cross-Module Filtering Now Supported in Custom Views

Create powerful Custom Views that list records based on related module criteria. For example, see all Contacts whose linked Account belong to the 'Consulting' sector? You can now filter Contacts using fields from their associated Account records. This capability is available in early access. Look out for the full rollout soon in this post.

Canvas: View Lookup Module Data Without Extra Tabs:

Tired of switching between tabs to view related record details? Canvas in Zoho CRM now lets you display fields from lookup modules directly within your Canvas layout. You can add up to five related modules on detail pages and up to three on list views. This means you can view key information like an Account's industry, size, and revenue right on the Deal Canvas, or scan related Contact details inline on list views. More context, fewer clicks. Check out the post to know more.

VOC Analysis Now Supports Any Module as a Data Source

Want deeper insights from your customer's voice? Zoho CRM’s VOC (Voice of Customer) feature now lets you pull data from any module, not just Cases. Survey responses, custom modules, tickets—you name it, you can use it to fuel your VOC analytics. This opens up a whole new world of feedback and trend tracking across your CRM. Could this deepen your customer insights? Explore this post to find out.

Updates in Reports:

Based on community feedback, Zoho CRM reports now include a few practical improvements to make your reporting easier. You can choose whether to include Record IDs when exporting, emailing, or scheduling reports. Currency fields now display values in each record’s own currency instead of the system default. Plus, deleted reports are tracked in Audit Logs for better transparency. Take a look at the post to learn more.

Functions:

Need your Blueprint transition to move forward if any one of multiple fields has data?

By default, Blueprint pop-ups make all listed fields mandatory. To work around this, @Anonymous User suggests using a function that checks if at least one of the fields has data before allowing the transition. Read more about it in this post.

Automate email alerts based on Lead assignment time:

@Sam asked how to schedule emails to assigned users based on both the lead's stage and the time it's assigned. Check @Anonymous User's solution, complete with the code, to set this up in Zoho CRM.

Developer's Corner:

Use Formula Field Values in Workflow Rules and Zoho Flow:

@crm asked how to use the ‘Day of the Week’ formula field from the Leads module in workflow rules and Zoho Flow, since it wasn’t appearing as an option. The good news: formula field values can be used in both CRM workflows and Zoho Flow. If the field doesn’t show up, try refreshing your workflow builder to re-fetch all module fields. If it’s still missing, contact Zoho Support for help. Solution and screenshots provided by @Hugh Marshall. Check out the post for details.

Fixing Line Items Not Copying When Converting Sales Orders to Purchase Orders: 

@Anonymous User ran into trouble when automating the conversion of Sales Orders into Purchase Orders using  functions, as the line item details weren’t carrying over. Hugh’s response in this post explains that using API Version 2, custom fields including line item details are not accessible. His solution involves using the Zoho CRM API differently to ensure all data, including line items, transfers correctly. Check out Hugh’s response in this post for the detailed fix.

 

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!

• Topic Participants

• Swetha S

  

• Sticky Posts

• 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,

• Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

  Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical

• CRM Hack #2: Automate sending of birthday greetings to your customers.

    Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,

• Recent Topics

• Customize User Invites with Invitation Templates

  Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with

• ListObjects is recognized by VBA

  Sub addNewRow() Dim ws As Worksheet ' Set your worksheet name Set ws = ThisWorkbook.Sheets("Invoice") ' Set your table name (change "Table1" to your actual table name) ws.ListObjects("InvItems").ListRows.Add End Sub I am getting Unknown function: Li

• KPI Widget dashboard select periods

  I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects

• Need a way to secure Prefill URLs in Zoho Forms (hide or encrypt prefilled values)

  Hi everyone, I often use Zoho Forms with prefilled URLs to simplify the user experience — for example: https://forms.zohopublic.com/.../form?Name=David&Amount=300 However, the problem is that all prefilled values are visible and editable in the link.

• Can’t send emails from Zoho CRM after adding a new user — verification codes not received

  Hi everyone, We recently added a new user to our Zoho CRM account and purchased an additional license. Since then, we haven’t been able to send any emails from Zoho CRM. Our Zoho Mail accounts are working perfectly, we can send and receive emails directly

• CRM for email in Outlook: how to ignore addresses?

  We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in To

• Scheduling Calls in CommandCenter / Blueprints

  I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. But

• Quickly send emails and sync conversations with custom email addresses in CRM

  Editions: All editions DCs: All DCs Release plan: This enhancement has been released for customers in all DCs except IN and US. We will be enabling it for IN and US DC customers soon. [Update on 22 May 2024] This enhancement has been released for all

• Zoho製品と生成AIツールの活用について

  いつもありがとうございます。 弊社では、Zoho Oneを契約し、CRMを軸として、見込み客の管理から商談、その後の受注や請求の管理、サポート業務（Desk）、業務データのレポーティング（Analytics）などを行っております。 Zohoサービス自体には、Ziaというツールが搭載されているかと存じますが、それ以外の外部の生成AIツールと連携した活用などもできるのでしょうか？具体的には、CopilotなどがZohoに登録されているデータや情報を見て、対話型で必要なデータを提示してくれたり、商談や蓄積されたメモなどを分析してユーザが知見を得られるような活用ができないか、と考えております。

• Work with Contacts who use multiple Emails / Manage obsolete Email addresses without loosing Emails in Context

  Hello List Work with Contacts who use multiple Emails Only after 1 week in using Zoho CRM productively we have contacts which randomly use 2 different email addresses. From the concept I've understood that Zoho CRM offers two email fields which are recognized

• New Field in CRM Product Module Not Visible in Zoho Creator for Mapping

  I created a new single-line field in the Products module in Zoho CRM. Zoho CRM and Zoho Creator are integrated, but the newly created field in CRM is not visible in Zoho Creator when I try to map fields.

• Microsoft Teams now available as an online meeting provider

  Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

• I want to subscribe 1 professional user but the email only 250 per day?

  When I subscribe 1 professional user, I am only able to send 250 email per day? So less? Or is it typo, 2500 rather than 250? Any sale agent or friends can clear my doubt? Thank You

• How to add a % Growth column for year-over-year comparison (2024 vs 2025)

  Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,

• How do you map a user picklist field to another user picklist field.

  In Zoho Projects, I'm trying to map a custom field (user picklist) in Task Details to a field (user picklist) in the Project Details. How do you get the two to map to each other? This is what I currently have that works for my other fields but doesn't

• Explore Competitive 3D Scanner Prices at Protomont Technologies

  The genesis of Protomont Technologies emerged from the collaborative efforts of the founders in 2019, both the founders shoulder an enormous experience in the world of 3D Printing. Protomont Technology aims to craft your vision with creativity, empowering

• New and improved API resources for Zoho Sign Developers

  Hello, Developers community! We know that for you, an API's real value depends on how quickly, easily, and reliably you can integrate the it with your application. That's why we're excited to talk about the recent improvements to our developer resources,

• Project Approval Process Workflow

  Issue: When a new Project is created, there is lack of process/workflow that provides their manager a process to approve or review. Suggestion/Idea: Similar to “Workflow”, we need “Workflow” ability at Project level, where based on the criteria of the

• Marketing Tip #5: Improve store speed with optimized images

  Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.

• Why can I not choose Unearned Revenue as an account on items?

  Hello, I do not understand why we don't have the ability to code an item to unearned revenue. It is not an uncommon situation to have in business. I understand that there is the Retainer invoice as an option, however that doesn't really work for us. Our

• Form Submission Emails

  Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.

• Rules not working properly

  I created a rule to display certain fields on certain states. But it seems to be not working. It hides the fields even when I selected California, (which is a state that should show the fields when selected)

• Notebook font size issue

  If I copy something from somewhere and paste it in my notebook, the font size becomes smaller.

• Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.

  792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.

• cant use mail API

  I have generate Auth token from https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoMail/ZohoMailApi&EMAIL_ID=Zoho Mail Username or Email ID&PASSWORD=Your Zoho Mail Password and get the token but when i use that token on http://mail.zoho.com/api/organization/

• Ampersand in URL parameter // EncodeURL does not work

  Hi Zoho, I have a url link with a parameter. The parameter is including ampersand in some cases (Can be "H&M" or "P&I") When trying to use %26 instead of "&"  (the result I get using EncodeURL()) I get H%26M instead of H&M in the parameter field. How can I solve this? Thanks! Ravid

• how can we create in zoho crm a new contact when the looup does not find a similar existing one

  In forms/integrations/zoho crm / ne w record tab, contact name is to be mapped with my form contact name. When I go in biew edit/lookup configuration, I don t get the options (help dedicated page simply repeat the same info you get in the app) and does

• Directory Websites

  Directories are a good website category to gain search engine traffic. Directories for a professional service category as an example can help their members in search results over their individual website. It would be nice to have a directory template

• Manage Task on Mobile

  How do we manage our task on mobile devices? It seems that there should be a standalone mobile app to handle the new task features. The new features released in regards to Task management are great by the way! Now we need to bring that all together in

• Set Default Payment Method & Default account

  Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a very

• Customer Portal on Zoho Desk

  Hi, I'd like to know more about the items below I found when setting up the Customer Portal on Zoho Desk. Could someone help me explaining these in details? Especially the 2nd and 3rd point. Thanking you in advance! Permissions Customers can sign up for Customer Portal Customers can view tickets of their organization (contacts) Customers must register to access Customer Portal Display Community in Customer Self Service portal

• Computer Showing Offline in Unattended Access

  I have a computer that was connected to the internet but showing offline in Assist. I tried uninstalling the program and deleting it from Zoho Assist the reinstalling and it still does not show up. I have been a user for several months and am not pleased with the lack of connectivity with Assist. If this continues I will have to find another product. The computer I reinstalled it on is not even showing up in Assist now. The name is NYRVLI-PC. Thanks

• Zoho CRM Portal Error

  Hi, We’re experiencing an issue with the Zoho CRM Portal. When we try to access it, we receive an HTTPS connection error: net::ERR_CERT_COMMON_NAME_INVALID. If we proceed past that, we then get a 400 Bad Request error. Could you please help us resolve

• Integrating Zoho CRM EmbeddedApp SDK with Next.js — Initialization and Data Fetching Issues

  You can get an idea from my code I have given in end: First, I worked on a React project and tried the same thing — it worked. My goal was to import the Zoho script and then load contacts using the Zoho Widget SDK, which was successful in React. Now,

• monetizing the courses

  Can I add a price for course enrollment ?

• Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

  Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

• Copy paste from word document deletes random spaces

  Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

• Taxes for EU B2B Transactions

  Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid. This is essential for all inter EU B2B trade.

• Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

  Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server

• CRM Related list table in Zoho analytics

  In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

• Next Page