CRM Hack #3: How to update formula functions for already created records.

• Topic Participants

• Sam Jay

  

• Bueller Bueller

• Sunderjan Siddharth

  

• Ibrahim Khalil

• 690357176@zohoclosedAccount.com

• Sticky Posts

• Zoho CRM Community Digest - March 2026 | Part 1

  Hello Everyone! March kicked off with a strong mix of AI-driven enhancements, smarter data handling, and practical workflow improvements across Zoho CRM. From leveraging Zia for automated communication to optimizing cross-platform data retrieval, this

• Zoho CRM Community Digest - February 2026 | Part 2

  In this edition, we’re highlighting a few more product enhancements, along with some helpful community discussions that explore everyday CRM scenarios from automating reminders and managing lead outreach to making the most of APIs and client scripts.

• 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,

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• Multi-Select Field Option Limit Inquiry

  Hello FSM Team, We would like to inquire about the limitation of the Multi-Select field in Zoho FSM. Currently, the system allows a maximum of 10 selectable options, and we encountered the message: “Option count more than allowed count of 10.” Issue:

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• Check out in Meetings

  Why there is no check out in Meetings of Zoho CRM, very difficult to track

• WO Completion Status Not Updating Automatically

  Hello Latha, Hope you are doing well. Over the past few days, we have been facing an issue with WO completion. When an AP is marked as complete, the work order status is not automatically updating to “Completed,” and we have to mark it manually. Could

• CRM to Desk Contact Sync Issues?

  Hello, I noticed none of the contact changes in CRM are being transferred over to Desk. Anyone else experiencing this? I checked the sync history in desk and it confirms it - it doesn't show "X Contacts Synced" like it normally does.

• Microsoft Teams integration in Zoho Apptics

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• Able to change project on timelog entries

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• Marketing Tip #28: Increase buyer confidence with visible social media links

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• [Webinar] Solving business challenges: One tool for documents, forms, PDFs, e-signatures, and more

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• Customer Message Edit/Delete Function & Backend Visibility Inquiry

  目前客服已发送的对话支持编辑和删除功能，请问在 Zoho 系统后台，是否可以查看客服具体发送了什么内容，以及删除或修改了哪些信息？如果无法查看，这个功能是否可以通过设置关闭客服的编辑和删除权限？如可以，请告知具体设置路径。 Currently, customer service agents are able to edit and delete messages after sending them. In the Zoho system backend, is it possible to view

• Google Drive API 403 PERMISSION_DENIED from Deluge custom function - OAuth connection not recognised

  Hi all, I've built a custom Deluge function to route Zoho CRM Account attachments into specific Google Drive subfolders based on filename prefix. The CRM API steps all work correctly, however our first Google Drive API call (listing subfolders via drive/v3/files)

• Supercharge Your Zoho Billing Workflows with AI Using Zoho MCP

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• Automation Series: Notify Admin When User Accepts an Invitation

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• Knowledgebase SEO

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• Issue with Zoho Sheets

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• Record-Level Cliq Conversations Inside Zoho CRM

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• Introducing note actions and dynamic visibility in Kiosk Studio

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  For some reason, logging calls is not working anymore. Description of problem: On a Lead's record, in the "Open Activities" block, clicked on "Add New" Clicked on "Call", clicked on "Log a call" Nothing happens. If I click on "Schedule a call" nothings

• How do I filter contacts by account parameters?

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• Data Import into Zoho Forms

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• Pro rata holiday allowance for variable part time employees

  We have some part time staff who work variable hours and their holiday allowance is based on pro rata system. In Zoho people is there any way to calculate their holiday allowance based on actual hours worked? I.e. worker is entitled to a pro-rata amount of 5.6 weeks holiday, which is equivalent to 12.07% of hours worked over a year. So part time staff's holiday is accrued at a rate of 12.07% per hour worked. Thanks

• Zoho Bookings - Provide Appointment System ID in Zoho Flow Variable

  Hi Bookings Team, It would be great if you could provide the system record ID for appointments as a variable in Zoho Flow trigger outputs and Fetch Appointments action. This would allow us to create a dymanic URL which can be clicked by a staff user to

• Understanding tasks

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• How to transfer files from Creator file upload fields to CRM file upload fields

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• Add Comprehensive Accessibility Features to Zoho Writer

  Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

• ¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?

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• Make Task ID and Issue ID columns filterable like all other columns

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• Improve Back Navigation (X Button) Inside Nested Milestones, Task Lists, Tasks, and Issues

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• Extend GitHub Commit Integration to Tasks in Zoho Projects

  Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the current GitHub integration in Zoho Projects, specifically the ability to link commit information. Current Limitation: As of now, Zoho Projects

• Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)

  Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,

• Zoho Project - Total Forecasted Hours

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• Attendance Kiosk Mode for all Employees

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