Hello everyone!
Welcome to our inaugural edition of the monthly Zoho Developer Community digest. Each month, we curate the best community discussions, share helpful resources, and keep you informed about upcoming events. We hope you find this post valuable and enjoy reading it.
Table of Contents
Upcoming Events
Recent Highlights
Community Discussions
Feature Spotlight
Community Spotlight
Upcoming Events
We have some exciting events lined up for you in the coming weeks:
-
Zobot 101:
In this five-part online webinar series that started on August 24, learn all about Zobot – Zoho SalesIQ's AI-powered chatbot builder platform – and explore the ways to leverage its capabilities effectively. For registration and more details,
click here.
-
Zoho Developer Hangout 8:
Our developer community member, Jayesh – Founder and CEO of Incquet Solutions – will share his take on the great possibilities of JavaScript widgets in Zoho Creator on August 29. He will also showcase some use cases he has developed with his team, such as ChatGPT-based voice assistants, real-time POS systems, and IoT applications and more.
Click here
for registration.
-
Zoho Creator Developers Meetup:
A great opportunity for the developer folks in and around Chennai to participate in a meetup focused on Zoho Creator and also celebrate Developers' day with Zoho on September 12. For registration and more details,
click here.
Recent Highlights
The best part about last month was a captivating presentation by Dr. Joseph Sweeney on "Infusing AI into Zoho CRM." If you couldn't attend the live session, don't worry! You can catch the recording of the presentation
here
. We promise it will be worth your time.
Our community is thriving with insightful discussions and helpful exchanges. Read through some of the most engaging discussions that took place last month. It's the perfect way to stay updated and learn from fellow developers.
Zoho Developer Forum
-
Want to know how to access subform data to get and/or update a list of line items using Client Script? Check out
this post
for the technical know-how and a sample code.
-
Check out
this announcement
to explore the great features and enhancements of Zoho CRM's V5 APIs.
-
Have a look at the
suggestion
given by
@Anonymous User on the possibility of setting a custom mandatory field on schema level for REST API operations in Zoho CRM.
-
Check out how
@Anonymous User and others got their
Relation name issue with getRelatedRecords
resolved with the community's help.
Developers ZUG Cliq Channel
Note: These conversations are confined to the Developers ZUG Cliq channel members. If you're keen on becoming a part of this space, please fill in
this onboarding form
to receive your invitation to join the Cliq channel.
-
Have you ever wondered how to integrate WhatsApp with Zoho Creator? Explore the numerous options suggested by our community members in
this discussion
.
-
Read
this conversation
to learn how to process JSON data received from an AWS Lambda function within a Deluge function that has been turned into a REST API.
-
Curious to know how to create layout rule for fields from two modules? Then,
this conversation
is for you.
-
Looking for a way to add extra lookup fields in CRM? Go through
this discussion
to find out.
-
Explore how to get CRM user data using an integration task
here.
-
This conversation
helps you learn the process of attaching a file stored in the Workdrive while sending an email by Deluge.
Feature Spotlight
We are always looking for ways to make developers' life easier, and that's why we're glad to bring you the Kaizen (continuous improvement) series. The posts under five different streams such as API v2.0, Functions, SDK, Mobile Development, and Widgets, target to benefit the CRM developers. Based on your area of expertise, you can follow the stream of your choice in the
CRM forum. Check out the
latest post, and learn how you can render Widgets using Client Script.
A community is nothing without its extraordinary members, and we are thankful to all the outstanding contributors.
Zoho Developer Hangout (ZDH) Speakers
ZDH aims to provide a platform for developers to share their expertise and learn from the community. These monthly virtual sessions are presented by our Developer Community members themselves, along with our product experts. This format offers community members a chance to engage in interactive discussions, share their own experiences, and gain valuable insights into innovative problem-solving strategies employed by their peers.
We are grateful for the contributions of the presenters in making the ZDH segment a big success among the community members. By sharing their knowledge and expertise with the community, they have significantly expedited learning and facilitated avenues for aspiring developers to explore creative solutions.
Each month, we will showcase the work of early enablers. This month, we would like to start with our first ZDH presenter,
Jorge Alonso. Check out
this post
to know what he had to share with the community.
Cliq Contributors
The Developers ZUG Cliq channel has consistently served as the primary hub for community members seeking technical assistance and engaging in discussions. Here are our top three contributors who went above and beyond to support and help the Zoho Developer Community on the official community chat channel:
To all our other community contributors, thank you! Your time, effort, and expertise are invaluable to us. Your contributions make our community more vibrant, helpful, and dynamic. Keep up the great work, and know that you are making a difference!
For those who are new to the Zoho Developers Community, check out
this post
to get started.
Stay connected, keep learning, and let's build a thriving Zoho developer ecosystem together.
Happy networking!
Best regards,
Zoho Developer Community
Recent Topics
sending email with another account
Hello there, i write there for an our costumer request. They want to send email from CRM with a different email (confirmed and added to zoho profile). For example they use account@zilium.com but with this account they want to send (not only with email
Delivery method & expected shipment date to packages
Why can't we inherit these fields for custom package fields, pretty obvious use for them ???
Update to CRM Custom Buttons: Collect Users' Location
Hello everyone! Buttons in Zoho CRM allow you to extend the default CRM capabilities for your bespoke business needs. It provides the flexibility to connect to any third-party application to perform necessary actions. Wouldn't it be better, if those buttons
Is it possible to make tags "required"
We would like to be able to make the tag field a requirement for agents before they can close a ticket. This would help with monthly reporting, where a lot of tickets end up with no tag, causing manual work to go back and add the correct tag for each
Prevent Automatic Milestone Inheritance for Newly Created Task Lists
Hello Zoho Projects Team, We hope you are doing well. We would like to request an enhancement regarding how new task lists inherit Milestone association in Zoho Projects. Current Behavior: At the moment, when a new task list is created below an existing
I would like to know wich person viewed the file
I have a franchise and my Operative Manual is in WorkdriveI, the user can´t download but despite I know How many views the file had, I would like to know wich person viewed the file Is it possible? thank you
All new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
Can I write a check in Zoho Books with no associated bill?
This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply.
Cloning Module Customizations in Zoho FSM
Hello Latha, I have two Zoho FSM accounts, each in a different data center. I would like to know if it is possible to clone the module customizations I have already completed in one account to my new account in the UAE from the backend. In other words,
Ordering of Teams
Hi there, Currently, we cannot order Teams in Zoho Desk. Teams are ordered as they were created. It would be really helpful if we could customise the order of Teams. For example: We have the following Teams: Shipping Customer Service Sales Compliance
Estimate Module - Contact Field.
Hello Latha and Team, Is it possible to make the Contact field optional in the Estimate module? Best regards, Chethiya.
Item with name in different languate
Hello, is there a way to have an item with its name in different languages? For example: I sell an item in different markets and I'd like to have a Proposal and the Invoice with the Item Name in a specific language. Rino Bertolotto Zoho Specialist, STESA srl
How to keep track of bags, cans, drums of inventory?
We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another
This version of app doesn't support this notecard type Error
So this problem is happening for any notes created within the last week, as well as any note recently edited on Android. I can open them on my phone fine, but they don't open on the website version. They DO work on the desktop app version. It's just web
PDF's Give Unsupported Type Error Message
Many of the pdf files I add to Notebook work fine but in some cases when I try to open them on the Android App I get a message saying "Unsupported Type. Psst! You are using an older version of the app which does not support this note format. Please update
Cliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
I am not able to check in and checkout in zoho people even location access allowed
This issue i am facing in mackbook air m1, I allowed location in chrome browser and i also tried in safari but getting similar issue. Please have a look ASAP.
Is multiple invoice e-mailing possible?
I wonder if following is possible: When you are in the invoice view, assume you have five invoices to five different customers that are pending (you have just created them, but not sent them away yet by email.) To the left of every invoice in the overview
Multiple packages in one shipment
Guys we have been asking for this for years. we want to be able to ship multiple packages for one customer in the same shipment, so as to avoid entering shipping info repeatedly, and avoid customer getting multiple tracking emails. When does this arise?
I can't add a new customer in Zoho invoice? Anyone had this issue before?
Ive been using Zoho invoice for over 6 years. Today I wanted to add a new customer to send an invoice to but it doesn't save when I try to access it from the pulldown menu when you go to send a new invoice.
set up an opportunity progress bar in canva
Hi, set up an opportunity progress bar in canva I need help to set to reproduce the progress bar or equivalent of the opportunity steps in canva as in standard view (see capture ) Thank you in advance Amadou
Which Tool Is Best to Import MSG Files to HostGator?
The best tool to import MSG files to HostGator is the MacGater Mac MSG Converter. This professional utility is specifically designed to simplify the migration of Outlook MSG files into web-based email services, including HostGator. It supports direct
Recurring event sync via Microsoft 365 Meetings
I believe syncing Recurring through the Microsoft 365 Meetings integration is already in the works but I couldn't find a reference in the community to track the progress of this work.
What's New in Zoho Invoice | April - June 2025
Hello everyone! We're excited to share the latest feature updates and enhancements we've made to Zoho Invoice from April to June 2025. In this, you will learn more about the following features: New Integrations via Zoho Marketplace Add Images to Email
Client Script | Update - Client Script Support For Custom Buttons
Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
import customers
Is there a way to bulk import customers? I'm moving from Acuity and would rather not have to enter everyone manually.
What's New in Zoho POS - February 2026
Hello everyone, Welcome to Zoho POS’s monthly updates, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how February went. Purchase and sell items on different units We have introduced a unit conversion functionality
Batch Tracking custom function
Hi fellow zoho users, We have our ecommerce site setup to shopify. I have some products I want to add batch tracking too, my only issue is that it breaks our shopify workflow (create sales order, invoice, payment, package) because it requires us to manually
Comments aren't visible in shared spreadsheet
I would like to send a spreadsheet to people who can use it to help solve a problem as a one off use unique to them. They will have to enter data in the sheet. I have comments attached to some of the cells to explain the purpose of the data being collected.
Kaizen #236 - Using Client Script Support in Quick Create to Automate Manual Data Entry
Welcome to another post in the Kaizen Series! In this post, we explore how Client Script support in the Quick Create form can be used to automate data entry. This solution addresses a common business scenario where Zylker Furniture sells sofas, wardrobes,
Serial Numbers.
I generated serial numbers for items and there is no way to generate more serial numbers that the number of items being "sold" or created. This is annoying as how does one know what serial number they left off with when they go to receive or sell this
Ensure every user starts right with Welcome Email Templates
Adding a new user to your organization extends beyond account creation–it requires delivering the right information at the right time to ensure a productive start. New users typically require key details upon joining, such as login instructions, security
How to change the format for phone numbers?
Mobile phone numbers are currently formatted (###) ###-####. How can I change this to a more appropriate forms for Australia being either #### ### ### or (#)### ### ###?
Adding Images to a Quote in Zoho CRM
We are currently preparing to use Quotes in Zoho CRM and we are building out our Quote templates. We came across an issue of not being to add Images of the products to the Quote - specifically in the body of the Quote templates. This is a problem,
IMPORTANT: It doens´t show full article name on search - Should add line break
When we search for articles, it doesn´t show the full name. There should be a line break so the user can see the full article name, otherwise the user can´t know if that´s the article he/she is looking for. This is very important, otherwise the user has
IMPORTANT: It doesn´t search for letters with portuguese characters.
Some of my articles have for example the word "vídeo". But if I search for "vídeo" it doesn´t find them. If I search for "video" it does find them. Idealy, it should find the articles either way. But if I have to choose, it would be better to find the
How to hide Activity Side Panel
How do you hide the activity side panel? Clicking on the link and reviewing the activity does not remove it and it does not seem to timeout. I have any activity that have been listed there since January. Thank you.
Need a Universal Search Option in Zohobooks
Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks
Zoho Mail Android app update: UI revamp
Hello everyone! We are excited to share that the first phase of the Zoho Mail Android UI revamp is now live. In this update, we have redesigned navigation bar at the bottom to quickly access the Email, Calendar, Contacts, and Settings modules. Also, the
Add Support for Authenticator App MFA in Zoho Desk Help Center
Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,
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