Zoho Community Digest - August 2026| Part 3
Hi everyone, and welcome back!
Zoho Desk had a big week with six updates spanning Guided Conversations, instant messaging, and the Radar app. Zoho CRM redesigns the Functions experience, Bigin gets three new capabilities including a Related Products topping, and Cliq 7.0 lands with a focus on accessibility. Here's everything from August 16–23, 2026.
Community Spotlight
Noteworthy contributions from the community this week.
Qscript Software Pvt Ltd
Zoho CRM Community
Added a custom File Upload field and found it missing from the During tab in Blueprints? Qscript shared a neat way around it: under Associated Items, check Attachments and mark it mandatory, so the transition can't complete without a document.
Sean Clark
Zoho Creator Community
Deluge function hitting the statement limit? Sean Clark pinned it on nested loops and offered two ways out: cut the statements inside the loop, or split the work into chunks that each run in their own container. His example replaces row-by-row iteration with a fetch and a single update block, doing the same job in a fraction of the statements.
At a glance
Sales & Marketing
Zoho CRM: Redesigned Functions experience | Four dashboard improvements
Zoho Bigin: Related Products topping | Bulk import for associated products | WhatsApp templates on Android
Zoho Webinar: MCP server for AI-powered webinar management
Service
Zoho Desk: Five Guided Conversations updates | Password-protected backups | Three IM updates | Shared WhatsApp number and 1,000 templates | Two new IM APIs | Radar app updates
Email, Storage, and Collaboration
Zoho Cliq: Cliq 7.0
Zoho Workplace: July 2026 updates across Mail, Writer, Show, Connect, and Calendar
Sales & Marketing
Zoho CRM
A redesigned Functions experience
Each function now has its own workspace to monitor performance, track associations, debug issues, and review revision history in one place. The Functions tab lets you sort, filter, tag, and save custom views, so finding the right function takes seconds. Python joins Deluge, Java, and Node.js as a supported runtime, and built-in Analytics shows invocations, success rates, and credit consumption across a 30-day window. It's rolling out in phases over the next couple of weeks.
Four dashboard improvements
Funnel components now support drill-down, so clicking a stage opens the records behind it. Duration is no longer mandatory for KPIs, Target Meters, Funnels, and Comparators, so you can build those components across your entire dataset instead of a fixed date range. Date filters pick up Before and After operators for cleaner milestone-based filtering, and week groupings now show start and end dates instead of week numbers, so charts are easier to read. Rolling out in phases.
Zoho Bigin
Stop jumping between deals to find product history
Before a customer call, knowing what a contact or company has been quoted or sold usually meant opening deal after deal. Install the new Related Products topping and it pulls every product from all associated deals into a single view on the contact or company record, with consolidated totals by default and a deal-level breakdown when you need to dig deeper.
Import associated products in one go
If you're migrating sales data into Bigin, importing pipeline records without their associated products leaves every deal incomplete. You can now import associated products in bulk and link them to existing pipeline records in a single operation, adding new ones, updating existing ones, or both. You'll need import permissions.
WhatsApp templates and quick replies on Android
Bigin's Android app can now send WhatsApp template messages and quick replies, so you can respond to customer conversations on the go. Templates carry rich media, call-to-action buttons, and instant reply options, and quick replies can be edited before sending to personalize them. You can also swipe right to reply to a specific message in a chat.
Zoho Webinar
Run your entire webinar workflow through an AI agent
Zoho Webinar now connects to MCP (Model Context Protocol) compatible AI clients like Claude, ChatGPT, and Cursor, letting an AI agent act on your account rather than just advise. Create, update, and delete sessions with timezone-aware scheduling, add and approve registrants, and pull attendance reports covering who showed up, for how long, and at what engagement level, all through plain-language prompts. Ask for last week's average watch duration and you get it, without opening a dashboard.
Service
Zoho Desk
Five updates for Guided Conversations
Manage multiple language versions of a flow from one configuration, with 17 new languages now supported. Capture a customer's first message so a flow can route them without asking them to explain again, which works nicely with WhatsApp QR codes pointing at different purposes. Give your widget a gradient background for a closer brand fit. Admins can track every flow change in the Audit Log, and the Webhook Block now handles file-type responses from external services.
Password-protect your backups and exports
Backup and export files carry the same sensitive data as your live system. Zoho Desk now lets you encrypt those files with a password before they leave the platform, so only authorized users can open them. Note that only the person who set the password can view it afterwards, so it's worth recording somewhere your team can reach.
Three new ways to manage instant messaging
You can now transfer IM tickets across departments, so a conversation that starts with Support can move to Logistics or Products, individually or in bulk. Worth knowing that the ticket becomes a new ticket in the receiving department, resetting to Open and picking up that department's SLAs rather than the original's. Fall-back to Default moves a resolved or inactive ticket back to your default status when a customer replies, so new messages don't sit unnoticed. And IM activity is now in the Audit Log, giving admins visibility into agent availability changes across channels.
One WhatsApp number across multiple Zoho services, plus 1,000 templates
You can now share a single WhatsApp Business number across multiple Zoho services, so sales and support stay connected to the same customer conversation instead of asking customers to use different numbers. Each connected service sees the conversation timeline even when it started elsewhere. Note that whichever service configures the number first becomes the parent and controls the automation for it, including chatbots, auto-replies, and outbound notifications. Separately, the template limit has risen to 1,000 per account, giving teams more room across languages, journeys, and workflows.
Two new IM APIs for developers
The Update an IM Session API assigns sessions to agents or bots and updates their status programmatically, which makes bot-to-agent handoffs and keeping status in sync with another system straightforward. The Get Applied Canned Message API retrieves a template with contact information already filled in, and in the language you need, so personalized responses can be automated without handling placeholders separately.
Contacts, custom modules, and Audit Log come to Radar
Radar now brings more of your help desk onto mobile. Contacts, Accounts, and Activities are available as main cards, so the customer context behind a ticket is there when you need it, with views, filters, and activity details like calls and tasks. Your custom modules can be added from the Radar Store, putting business-specific data a tap away. And admins get the Audit Log in Radar, covering workflows, agents, departments, and records, filtered by date or action type.
Email, Storage, and Collaboration
Zoho Cliq
Live captions, Sign Language Mode, and more in Cliq 7.0
Meetings now have live captions and a Sign Language Mode that keeps the interpreter pinned no matter who's speaking, with accessibility aligned to Web Content Accessibility Guidelines (WCAG) 2.0. Client users let you bring an external collaborator into specific channels without exposing the rest of your workspace, and AI is now off by default, with admins choosing which model to enable. There's a great deal more in the full release, from hashtags and advanced search to a no-code Flow Builder for bots.
Zoho Workplace
July updates across the Workplace suite
Zoho Mail picks up Web Tabs, so you can open external tools without leaving your inbox, and BIMI (Brand Indicators for Message Identification) support on iOS displays verified brand logos alongside authenticated emails. Zoho Writer gets conditional sections for personalized merge documents and a Zoho Checkout integration that adds a Pay Now link to generated documents. Zoho Show adds MP4 export on Android and offline editing on iOS and macOS, and Zoho Calendar has a new Tool Finder for discovering its MCP capabilities, plus approvals for resource bookings. There's more across Cliq and Connect in the full post.
That's your August Part 3 wrap-up. Which update stood out for you this week? Drop a comment and let us know, and we'll see you next week!
Topic Participants
Swetha S
Sticky Posts
Zoho Community Digest - September 2026 | Part 4
Hi everyone, and welcome back! The final week of September brought a revamped Books integration in Zoho CRM and Zoho Key Service for LLM access without API keys, Zoho Creator's audit trail becoming a full enterprise-grade auditing system, and Zoho OneZoho Community Digest - September 2026 | Part 3
Hi everyone, and welcome back! Zoho CRM launches PRM for partner management, Bigin builds this year's Apple AI updates into the app, and Snapchat is now a connected channel in Zoho Social. There are also three notices worth reading, including WhatsAppZoho Community Digest - September 2026 | Part 2
Hi everyone, and welcome back! This week brings a mix of new capabilities and a few important notices. Zoho Expense lands a major release with integrated travel booking and AI features, Zoho Forms introduces Smart Fields for instant calculations, andZoho Community Digest - July 2026 | Part 1
Hello everyone! Keeping up with everything across the Zoho ecosystem is a lot, so we're bringing back the Zoho Community Digest, now weekly. Each week we round up the need-to-know announcements from the Zoho Community Forums, four editions a month, soZoho Community Digest : Jan 2026 | Part 1
Hello Everyone! Staying in the loop with Zoho's latest product updates and features across the vast Zoho Community Forums can be a real challenge. We get it. With over 50+ applications, each with its dedicated forum, it's easy to miss out on important
Recent Topics
information on a suggestion how to treat old records in the - pipeline deals, notes, activities (tasks- events-calls) and emails etc.
Hi, I would like information or a suggestion on how to treat old records in the - pipeline deals, notes, activities (tasks- events-calls) and emails etc. ? As each option (pipeline deal, notes, activities, emails etc.) counts as a record and as we advanceAutomating Employee Birthday Notifications in Zoho Cliq
Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition ofzoho stream web notifications
since im locked out of IMAP and cant use my mail app that lets my team collaborate and chat below emails, im trying out the zoho version of this... zoho streams. On the bottom of an email in the zoho mail web app, i "comment" and mention another user.New in Zoho CRM: Pre-fill Public Forms with CRM Data
Public forms just got more flexible! With the new Pre-fill Public Forms with CRM Data option in the Zoho Forms integration, people filling out your public forms can search for a CRM record, select the right one, and have the form automatically populateHEIC File Type Viewer
Hi, It would be nice to be able to click on the images in the All Entries/Reports Tables which are HEIC the same as JPG, PNG, etc. so they open in a viewer from Zoho or the Attachment Service, today HEIC requires you to download each image and open itZoho Books | Product updates | October 2026
Hello users, October brings a range of new features and enhancements to Zoho Books, designed to simplify compliance, streamline accounting workflows, and improve inventory management. From the launch of the Nigeria Edition and France’s e-invoicing capabilitiesSpecific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified
I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if thatprint preview
We are using microsoft edge, till 12 sep we were getting directly print option. Now we are getting this preview option we have to click print option again. How to bypass this-preview option?Zoho Projects - Has something changed regarding to linking Projects and Deals via the API?
I am trying to link Zoho Projects to Deals in CRM using the API, but each time, the Deal Contact is added as a Client user and receives an email invite asking them to join the organisation. These are internal projects and the customer should not haveConnection into Cliq?
I have the SalesIQ chat widget on my site using the Zohobot but I'm not always on and my employees don't keep it open all the time. We do have Cliq open all the time though so I'd love a way to manage those discussions directly in Cliq as they come in.Kaizen #264 - Using zoho-crm Skill to Write Functions
Hello CRM wizards, Welcome back to another week of Kaizen. In our previous Kaizens, we explored how the zoho-crm skill can assist you across various Zoho CRM developer tools. This time, let us see how it can help you write Deluge Functions, from simpleEdit Pinned Comments in Zoho Desk
It's great that private comments can now be pinned to the top of the ticket but what would be extremely helpful would be to allow for the pinned comment to be edited vs. having to find the comment in the ticket to edit it.Recover accidentally deleted mail account
Email account was accidentally deleted from admin console.mail sent to gmail goes directly to spam
Hi TKIM and SPF are configured and verified. E-mails coming from zoho to my personal gmail account are going directly to the spam folder. How can I solve this? I can send you guys the headers privately if you need to.Shopify Integration: How do I change the default Unit of Measure from KG to PCS
For those using Shopify with Zoho Inventory, has anyone managed to have imported items default to PCS/EA instead of KG? If so, where is this configured? I can only find weight units in Shopify, not a sales unit of measure.flexible subscription plan
Greetings! We currently have 5 Standard plans, but would like to add 5 mail-lite one just to receive emails (do not need other business features or storage. As Super Admin, I tried to do that my self but didnt see the option on your sales platform. Pleasemail
We want our tracked links in campaign and journey emails to use our own domain instead of the shared maillist-manage.net domain. We have already created the CNAME links.rexven.com → customer-campaign.zoho.com (DNS only). Does our plan support a customUseless support and impossible to add users for whom I paid for
Over a week ago i signed up for 5 emails addresses and 10GB, and so far I only have 1 email working, no access to the dashboard. Remote connection with "support"....useless Screen grabs sent to "support" useless Messages to "support"... now not answeringMr
can't access my emailReduce Mail Lite Renewal from 2 licenses to 1
Hello Zoho Support, I have a Mail Lite 5GB subscription with 2 licenses. have deleted the unused user, and now only 1 user/license is being used. My subscription is due for renewal, but the renewal page still shows 2 licenses and does not give me an optionAdding additional records dynamically to a subset of fields
I'm trying to create a service ticket layout which will be passed to a Creator application for Field Service Management (FSM) purposes. We need to be able to define a specific subset of service product fields such as "Service Product", "Service Product Serial Number", "Service Product Warranty End Date" and "Service Product Current Warranty Status". We may need to record more than one of these subsets, in case the customer has more than one product which has to be serviced on their site. It seemsPush error with Zoho Books and Zoho CRM
I have successfully linked Books and CRM but I have some push errors with the following message: "The customer associated to this record is not linked to module chosen in the current contact sync configuration." I am unable to work this out, could you help please.Function #24: Automatically display deal name from Zoho CRM on quotes in Zoho Books
Deals allow businesses to organize and visualize their sales pipeline. This provides a clear overview of all potential opportunities and helps in making informed decisions. Zoho CRM empowers you to create deals or potentials for your clients and monitor{"code":57,"message":"You are not authorized to perform this operation"}
In my trial version of Zoho account, I am trying to integrate Zoho CRM Contact Module with Zoho books but when i call API it gives such type of error {"code":57,"message":"You are not authorized to perform this operation"}. I am using refreshed tokenAllow widgets to be placed between native sections in the Ticket Properties panel
One of our biggest frustrations with the Tickets module is how rigid the Ticket Properties panel is. Every section there is built only from native Zoho Desk fields. We can add sections, rearrange fields, and pick layouts, but we can’t put anything custom#13 Understanding Your Zoho Invoice Limits
Ravi's busiest month was also the month his invoicing stopped working. He had been using Zoho Invoice comfortably for months. Then, just when business picked up, he hit a limit he hadn't expected. The problem wasn't that he had missed a payment or forgottenMap Dependency Upgrades in Zoho CRM
Map Dependency Fields enhancements are now available across all DCs. Hello everyone, We’ve introduced a set of enhancements to Map Dependency Fields to make setup simpler, faster, and more intuitive. Map Dependency helps control how values appear acrossHow to Allocate Incoming Purchase Stock to Specific Sales Orders in Zoho Inventory?
Hi all, We are using Zoho One Enterprise and need guidance on managing sales order–wise allocation of incoming stock in Zoho Inventory. Our workflow is: A customer order is received, and the Sales Order is confirmed. The sales team immediately createsHow to disable automatic ticket closure emails for specific outgoing communications?
Is there a way to disable the automatic "Ticket Closed" email notification for specific tickets or outgoing emails? Currently, every time we send an email to a customer, the system automatically sends a "Ticket Created" email, followed by a "Ticket Closed"Zoho Webinar - Sharing System Audio (NOT AVAILABLE)
Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applicationsWhat's new in Zoho Workplace | September 2026
Hello Zoho Workplace community! Here's a roundup of all the new features and announcements that went live across Zoho Workplace applications in September. Zoho Mail Compose Options Across Templates You can now use the Undo, Redo, and New List optionsUnable to export reports despite enabled report export permissions
Hi Zoho Community, We are unable to export reports in Zoho CRM. When attempting an export, we receive the following error: “Cannot Export Report — You do not have permission to export one or more modules used in this report. Please contact your administrator.”What does "Tickets for Review" do?
What is the purpose of the va nilla view " Tickets for Review?"Set department automatically for incoming calls
Is it possible, when receiving an incoming call through Zoho Desk (using Twilio integration), for the department to be auto-selected based on the phone line being called? Currently, we have to manually select the department from the dropdown menu whenZoho Desk training for administrators in EU and US region
Hello Everyone, Get ready for the certified Virtual Classroom training for our Zoho Desk users in Europe and the US. Our in-house Zoho Desk expert, @Dheeraj | Zoho Desk, will conduct the virtual classroom training. This training focuses on simplifyingSupport Plan: Recuring Issue
Hi Zoho Team, Could you please look into this recurring alert and provide clarification on why this restriction is still in place? This issue has become a bottleneck in our workflow, significantly limiting our automation capabilities. We are unable toWebinar de Zoho People: tecnología para RR. HH.
¿Y si RR. HH. pudiera estar tan conectado con el negocio como el resto de tu organización? La gestión de personas está evolucionando, y los departamentos de Recursos Humanos necesitan herramientas que les permitan ir más allá de las tareas administrativasZoho CRM still doesn't let you manage timezones (yearly reminder)
This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet meWhatsApp in Zoho CRM Plus: inbound works, every outbound message fails with crm.bm.msg.failed.undefined since Oct 14 (business stopped)
Hello Zoho team and community, We are Roxo Inc, a Zoho CRM Plus customer in Florida. WhatsApp is our main sales and support channel, and since October 14, 11:11 AM EDT we cannot send any WhatsApp message from Zoho CRM. We are facing a large drop in salesPushover Notification Module
Hello, it would be good if there would be a "Pushover" (https://pushover.net/) module besides the standard SMS module. Pushover is now very well known, especially in IT, and is becoming more and more popular. The biggest advantage are the customizableNext Page