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

• Scheduled Reports - Do not send empty report

  Hello, We are intensively using reports in the CRM, especially for sales managers.  When data is empty, they still receive an email. Can you add an option to avoid sending the report when data is empty?

• Mark As Read Sync?

  So I set up Zohomail to use my personal gmail account in it as well. I was wondering, when I mark the gmail email as read in Zohomail, can it automatically mark it as read in my gmail account as well?

• Contacts Missing — PeopleSync/Zoho Mail

  English: In our company we use ManageEngine Mobile Device Manager (MDM), Free edition, to manage corporate mobile devices. Our usage policy does not allow personal Google accounts on these devices; therefore, Google account sync is blocked through MDM.

• Best way to integrate Zoho with mobile app for managing customer requests with real-time notifications?

  Hello, I'm building a solution for a travel company where customers submit requests through a website, and the sales team manages these requests through a mobile app. The Requirement: Customers fill a form on the website (name, email, number of children,

• Kaizen #57 - Mass Update API in Zoho CRM

  Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss the Mass Update API in Zoho CRM. In this post, we will cover the following: 1. Introduction 2. Mass Update Records API  3. Schedule Update and Get Status

• Getting Attachments in Zoho Desk via API

  Is there a way to get attachments into Zoho Desk via an API?      We have a process by which a zoho survey gets sent to the user as a link in a notification.    The survey has several upload fields where they can upload pdf documents.    I've created

• Multiple currencies - doesn’t seem to work for site visitors / customers

  I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would

• Pincode based Product Restriction

  we have different types of products. 1) Very bulky items like plywood. 2) Too delicate items like glass These type of products we want to sell to local customers. Other products we want to supply all over India. There should be an option to restrict products

• Can multiple agents be assigned to one ticket on purpose?

  Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently

• Recruit paid support?

  Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to

• Related Lists filter

  I have Contacts showing in our Accounts module. I customized the Contacts module with an Employment Status field, with the following picklist options: "Primary Contact", "Secondary Contact", "Active Staff(not a main contact)", and "No longer employed".

• Stock count by bin location

  Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area Regards

• Standalone custom function not generating logs

  Why dont't standalone custom functions generate logs when the're called from another function? I have some functions (workflow, buttons and blueprint) that have common parts, so I put that part in a standalone function which is called from the others.

• Automated log-out/session end

  I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 

• Add "Reset MFA" Option for Zoho Creator Client Portal Users

  Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,

• Support Bots and Automations in External Channels

  Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels

• Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

  Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available

• Creator HTML page refresh

  Hi, I have added around 5 different html snippets in single creator page. I understand, I can refresh the entire page from page script using Navigational URLs https://help.zoho.com/portal/en/kb/creator/developer-guide/others/url-patterns/articles/navigational-urls

• Zoho Desk - Custom Module Related List Columns on Tickets

  I have a custom module in Zoho Desk called Asana Tasks, each task has a lookup to a Ticket. On the Ticket I want to see the columns of the Asana Tasks in the related list . Is there a way to do this? Right now it just has the name of the record and I

• Google Analytics import data inaccurate (as of October 11, 2025)

  We have Zoho Analytics connected to GA4 to import daily event data. This has been running without issue for a couple of years. However, a month ago we started noticing discrepancies. All data until October 10 lines up perfectly - October 11 onward is

• What is your opinion of the new UI?

  Hi Everyone, I would like to see what everyone thinks of the new Zoho One Dashboard. I don't get it, but perhaps I'm missing something. What are your thoughts?

• What are the OAuth scopes needed to access the Zoho MCP server?

  I think I'm authenticating with the MCP server endpoint successfully using a bearer token but I can't successfully initialize an MCP session. I'm using the official MCP Python sdk (https://github.com/modelcontextprotocol/python-sdk). I get as far as here

• Support Uploading YouTube Videos Longer Than 60 Minutes

  Hi Zoho Social Team, How are you? We would like to request support for uploading YouTube videos longer than 60 minutes directly through Zoho Social. Your support team informed us that Zoho Social currently cannot upload videos over 60 minutes due to “API

• Account blocked for IMAP use

  Hello, My email client (Evolution) can't sync mail anymore. It gives the error: "Your account is temporarily blocked for IMAP use. This may happen if you exceed the maximum number of simultaneous IMAP connections allowed. Kindly try again after some time."

• Is SMTP included in the free plan?

  My client has a Zoho Mail Free 14 day trial that ends tomorrow. She has set up a domain email address with SMTP on a third party app and is wondering if it will continue working once her plan downgrades to the free forever plan. Thanks

• Zoho mail issue.

  I have verified my domain ohhoexpress.online by adding necessary TXT and MX records. But when I am sending email to any external email id, it is showing as zohomail.com. Also while I am sending mail to internal mail id, it is saying user not found whereas

• My email is blocked from sending

  I get this message when I try to send any message .. > Unable to send message, Reason 554 5.1.8 Email Outgoing Blocked We have urgent emails to send and the issue continues to persist from yesterday. Please help us with this issue as soon as possibl

• [WEBINAR] Smooth year-end closure with Zoho Books (KENYA)

  Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho

• cannot recieve or send emails

  we are not recieving or cannot send emails.Shows sysytem error

• Zoho Sites - contact us form

  I have added a contact us form to my website. I wanted to change the layout so I deleted the section of Contact Us form. When I again try to add the section of Contact Us form, it shows error that "This form already exists on this page."  I am unable

• Setting checkbox value on template in Sign from Creator

  Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":

• Zoho Forms - Improve the CRM integration field to query data from more than one module

  Hi Forms team, Something I get stuck on regularly is pre-populating a form with data when that data is spread across 2 or 3 modules. For example Contacts, Accounts and Deals. I don't want to duplicate the information in CRM so I end up writing a function

• switching from POP3 to IMAPI do I need to change settings in Web email?

  hi so I am using Outlook with My Zoho mail, also have Verizon email /AOL. they no longer support POP3 and said imapi is much better, so I want to switch my ZoHo to imapai. I googled and it said i need to change it in my account....i looked at my account

• What functionality is new in the Z025 Spaces UI dashboard compared to the previous Zoho One dashboard?

  My company is interested in creating a revamped dashboard this coming year, and are trying to weigh different platform options. The new Spaces UI is said to be a more "feature-rich" dashboard experience than the previous. Could a developer please explain

• Collections Management: #5 Convenience on Offer, using Self-Checkout

  "Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked. He clicked "Buy Now", expecting a quick

• Uploading a signed template from Sign to Creator

  Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach

• Tip #50- A Closer Look at the Unattended Access Dashboard- 'Insider Insights'

  Having complete visibility and quick access to everything you need certainly makes managing multiple remote devices a lot easier, and that is precisely what the Unattended Access Dashboard in Zoho Assist is designed to offer. Once you go to the Unattended

• Super Admin Logging in as another User

  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

• Zoho CRM Portal User Timeline History Unavailable

  Hi Support Team, We have noticed a feature limitation in the Zoho CRM portal. We created a portal for our vendors to edit records directly, but when vendors make updates, the Modified Time and Date fields are not being updated. Additionally, these updates

• New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

  Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model

• Next Page