Zoho CRM Community Digest - July 2025 | Part 2:

Hello, Everyone! 

We’re closing out July with a can’t-miss highlight: Zoholics Europe 2025! Happening from September to October, it’s your chance to level up your CRM skills, covering everything from automation and CPQ to dashboards and advanced workflows. Learn directly from Zoho’s product teams in hands-on workshops, connect with industry peers, and walk away with strategies you can start using right away. Check out the full post to see what’s on the agenda and secure your spot!  

Product Updates: 

Dynamic Display for Zoho CRM Mobile: 

Now available on both iOS and Android, Dynamic Display lets you customize the mobile list view by selecting up to nine fields to display. See all the key details at a glance without opening each record. Add action buttons, like Call or meeting check-in directly into the list view, and choose stylish layouts such as sleek list or card view with profile images. The post includes plenty of screenshots to guide you visually. Check out the full walkthrough! 

Community Discussion Highlights:

Quick Wins: 

CRM Migration Tip:

One of the community members shared their experience migrating from Pipedrive to Zoho CRM. While most data transferred smoothly, emails linked to Deals, Contacts and Customers were initially missing. The issue was resolved by connecting the mail account using IMAP, which successfully synced and linked the emails. Read the full post for more details and join the conversation.

Mail Merge & Subforms : Formatting Fixes!
@Damien T was working on pulling subform data into merge documents but ran into two issues: the header text wasn't appearing, and the subform values were splitting into separate lines instead of a displaying in a clean table format. Thankfully, @Bhoomi Joshi stepped in and clarified how to set up the template correctly so that the subform data aligns properly, keeping the rows and headers intact. Check out the solution shared in this post.

Dev's Corner:

Ensuring Mandatory File Uploads During Blueprint Transitions in Zoho CRM:Making file uploads mandatory during Blueprint transitions is essential for processes that require document verification. @MD shared code for a dynamic widget to handle this, while @Haiku Technical Support provided a workaround using client-side scripting to make file upload fields mandatory on the edit page. Both solutions can be used to ensure files are properly added at the right steps. Check out the full post for practical tips and detailed guidance!

Overcoming Client Script Permission Limits in Zoho CRM:

@Tiru posted about facing permission limits with Client Scripts in Zoho CRM, which can sometimes hinder automation efforts. In response, community members @Haiku Technical Support and @Rodger shared helpful explanations and practical advice to better understand and navigate these script limitations. If you’ve encountered similar issues or want to learn how to work around them, this discussion is a great read!


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

• Zoho Sheets saying locked when not locked

  Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.

• Identifying and Merging Accounts with Similar (Non-Exact) Names

  Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of the

• Option for super admin to recover the deleted chats in Zoho Cliq

  Currently, in Zoho Cliq, if a user accidentally deletes their chats, there is no option for the Super Admin to recover or view those deleted messages. I believe it would be helpful if Super Admins had a recovery option, perhaps within a certain time frame,

• Zoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform

  Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho Survey

• I am trying to integrate my module in sandbox environment to add data via API

  I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"

• Setting up primary mobile number.

  Hi Sir Earlier I joined IIFL team and got an organizational email of zoho services. Later i quit and now my account is deactivated with IIFL but i am unable to link my mobile number to my own email id with zoho.

• Zoho sheet for desktop

  Hi is zoho sheets available for desktop version for windows

• Tables for Europe Datacenter customers?

  It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?

• Guided Conversations - Ticket Creation

  Hi there, Using Guided Conversations to Take Customer Data and apply it into a Support Ticket for internal use, Is there a way to take multiple Textual Variables Inputs (A series of questions), and have the answers all appear in the Description of the

• How to send certain invoices for Approval based on condition?

  To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.

• Unable to continue payment

  Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help me

• Is there a way to show contact emails in the Account?

  I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

• Massive spam pretending to come from our address – is this a Zoho security issue?

  Hi, We’ve been receiving more and more suspicious emails lately — many of them clearly look like scams. But yesterday, we got an email that appeared to be sent from our own address, which was very concerning. We're starting to wonder if this might be

• Cant recieve mails

  I’m having an issue with my external IMAP account not fetching any emails into Zoho Mail, even though the connection test says “Success”. I can send, if someone sends an email to me. my original directory (home.pl host) recieves it in their portal but

• Zoho Sheet Autofit Data

  While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.

• Enhancements to finance suite integrations

  Update on the migration (October 28, 2025): Starting this week (October 29 tentatively), we’ll begin migrating Zoho CRM users to Zoho Books as integration users. This means actions will now run under each user’s own Zoho Books access, instead of the admin’s.

• Edit 'my' Notes only

  The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same

• How do I filter contacts by account parameters?

  Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already

• Job Alerts for Candidates

  hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can

• Add multiple users to a task

  When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

• Enhancing Task Accuracy: Automatically notify the owners upon Task duplication.

  Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. The requirement

• Show/ hide specific field based on user

  Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just

• Where are Kanban swimlanes

  So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one.  Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some research

• Tip 19: How to display images in Pages using ZML snippets

  Hi folks, We're back with another tip on how to use Zoho Markup Language (ZML) to create interactive pages in Zoho Creator. You can use ZML snippets to add various kinds of components to your pages and structure them in meaningful ways. That's not all, though—using ZML you can ensure your application is automatically compatible with all kinds of devices without any inconsistencies. We often get questions from users about how to invoke Deluge scripts within ZML code. Here's a simple use case for adding

• Can zoho swign format block text spacing automatically when prefilled from zoho crm?

  I'm sending zoho sign template from zoho crm, so that zoho crm pre-populates most fields. I have existing pdf documents that i am having signed. I have no ability to change the pdf documents, they are standardized government forms. The problem I am facing

• Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

  I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.

• Reference lookup field values in Client script

  hello all, I'm using a "ZDK.Apps.CRM.Products.searchByCriteria" function call, which is returning the matching records correctly; however, one of the fields is a lookup field which I need the associated data. I believe there is a way to get this data

• In App Auto Refresh/Update Features

  Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

• Every time an event is updated, all participants receive an update email. How can I deactivate this?

  Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening

• How can I filter a field integration?

  Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.

• How to implement new online payment gateway?

  Hello, Can you tell me how to proceed to implement my local payment gateway? DIBS has an open avaiable API that should be easy to implement into ZOHO BOOKS. http://tech.dibspayment.com/dibs_payment_window

• Zoho CRM - Portal Users Edit Their Own Account Information

  Hi Community, I'm working on a client portal and it seems like the only I can make the Account record editable to the Contact, is if I add another lookup on the Account to the Contact record. Am I missing something as the account already has a list of

• I’ve noticed that Zoho Sheet currently doesn’t have a feature similar to the QUERY formula in Google Sheets or Power Query in Microsoft Excel.

  These tools are extremely helpful for: Filtering and extracting data using simple SQL-like queries Combining or transforming data from multiple sheets or tables Creating dynamic reports without using complex formulas Having a Query-like function in Zoho

• Connecting Zoho Mail with Apollo.io

  Hi, I am trying to connect my Zoho Mail account with my Apollo.io account to start sending cold email for prospecting purposes. I have activated the IMAP setting but I am still unable to connect to the Apollo account. I am using my email credentials but

• Where does this report come from in the Zoho One ecosystems?

  Is this directly from MA, Analytics or ??? ???

• Contact's title in "Contact Role Mapping"

  When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?

• Zoho CRM - Client Portal - Hide Notes Related List

  Hi Community, I'm building a customer portal and I can't find a way to hide the notes related list. I don't want the client to see the notes I have about them. Is there a way to do this as it is no bin/trash icon when I hover over.

• "Pivot Table" Conditional Formatting

  Team, I there a way to use conditional formatting a "Pivot Table"  report? Thanks, Arron Blue Pumpkin Hosting | Solutions Made Simple

• How many clients can be added to Zoho Practice?

  How many clients can be added to Zoho Practice without having their zoho app?

• Stage History

  when viewing a ticket , and you look at stage history tab (kanban view) and look at the stage duration column in days, it shows the current stage of the ticket as " current stage ". Should it not rather show the amount of days it has been in that current

• Next Page