Community Digest - September 2021

Community Digest - September 2021


Announcements

Community Discussions

Meetup Snippets

Meetup Snippets is a brand new segment showcasing interesting and useful snippets of information from our Zoho User Group (ZUG) meetups. Hop over to the latest post in this series:

Small Business Heroes

'Small Business Heroes' is a podcast series focuses on the stories of small business owners on how they leveraged the power of Zoho CRM to scale their businesses. Listen to the podcast and explore different analogies for a robust Zoho CRM

Spotlight

CRM for Mobile

'In-app purchases' feature is now supported in the Zoho CRM iOS app

App Spotlight

App Spotlight brings you hand-picked apps to enhance your Zoho experience. Visit Zoho Marketplace to explore all the apps. In the spotlight this month is

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                                Zoho Developer Community




                                                      • Desk Community Learning Series


                                                      • Digest


                                                      • Functions


                                                      • Meetups


                                                      • Kbase


                                                      • Resources


                                                      • Glossary


                                                      • Desk Marketplace


                                                      • MVP Corner


                                                      • Word of the Day


                                                      • Ask the Experts



                                                                • Sticky Posts

                                                                • Zoho CRM Community Digest - May 2026 | Part 1

                                                                  Hello Everyone! This edition introduces the new centralized Zoho Announcements Hub, a single dashboard designed to let you track and filter live product roll-outs from across the Zoho ecosystem. Alongside the Announcements Hub, this month also features
                                                                • Zoho CRM Community Digest - April 2026 | Part 2

                                                                  Hello Everyone! We're back with Part 2 of the April Zoho CRM Community Digest to wrap up our monthly roundup. This week, the spotlight is on smart database connections, proactive error tracking, and optimizing subform line items without breaking your
                                                                • Zoho CRM Community Digest - April 2026 | Part 1

                                                                  Hello Everyone! April brought a lot to unpack! From a long-awaited field renaming update to MCP (Model Context Protocol) support that lets AI tools talk directly to your CRM, the first half of the month was packed with updates. The community had some
                                                                • 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.


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                                                                      Zoho TeamInbox Resources



                                                                          Zoho CRM Plus Resources

                                                                            Zoho Books Resources


                                                                              Zoho Subscriptions Resources

                                                                                Zoho Projects Resources


                                                                                  Zoho Sprints Resources


                                                                                    Qntrl Resources


                                                                                      Zoho Creator Resources



                                                                                          Zoho CRM Resources

                                                                                          • CRM Community Learning Series

                                                                                            CRM Community Learning Series


                                                                                          • Kaizen

                                                                                            Kaizen

                                                                                          • Functions

                                                                                            Functions

                                                                                          • Meetups

                                                                                            Meetups

                                                                                          • Kbase

                                                                                            Kbase

                                                                                          • Resources

                                                                                            Resources

                                                                                          • Digest

                                                                                            Digest

                                                                                          • CRM Marketplace

                                                                                            CRM Marketplace

                                                                                          • MVP Corner

                                                                                            MVP Corner









                                                                                              Design. Discuss. Deliver.

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                                                                                                                    • Recent Topics

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                                                                                                                    • Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)

                                                                                                                      I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have
                                                                                                                    • Introducing a knowledge management and training software in Zoho Projects Plus

                                                                                                                      Keeping your workforce updated on emerging technology trends is essential to stay on top of the game. While project management software focuses on planning, execution, and project tracking, incorporating a learning management solution within project management
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                                                                                                                      Hi Zoho Support Team, I want to automatically capture UTM Parameters from my website URLs and pass it from Zoho Forms into Zoho Desk. I have activated the UTM tracking feature. I've integrated the UTM Tracking code in my website footer on all pages. I've
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                                                                                                                      A customer purchases 100 custom-printed invitations for an upcoming event. A few days after delivery, they call to say that some invitations were damaged and others need to be reprinted. They request a return. The customer isn't asking for a completely
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                                                                                                                      I am trying to build a Zia Agent that allows uploading of a PDF file and uses the GLM5 model to process it and extract information. But agents.zoho.com has no way to enable file uploads on the agent. Additionally, GLM5 based agents keep outputting their
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                                                                                                                      Hi, You have a major shortcoming in the Zia Agent UI. The test UI that is embedded in agents.zoho.com allows you to test the agent has full support for rendering markdown, but your ChatKit UI does not have support for rendering markdown. If I embed it
                                                                                                                    • Zoho Books | Product updates | June 2026

                                                                                                                      Hello users, Welcome to this month's roundup of what's new in Zoho Books! We have an exciting line-up this time. The highlight is the launch of the all-new France Edition with full ISCA compliance. We're also introducing features such as Layout Rules
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                                                                                                                      In Zoho Inovices, I am trying to do a custom input format for a custom field. I have tried a few variations, but this is my most recent: ^[a-z][A-Z][0-9][,][-][_][:][ ]$ In this field, I will be entering different alphanumeric information, depending on
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                                                                                                                    • Partner with HDFC And Sbi Bank.

                                                                                                                      Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
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                                                                                                                      A client approves a website redesign project. The estimated effort? 40 hours. The project is going well. A few additional review meetings are scheduled. Several rounds of content changes are requested. A few "quick fixes" get added along the way. The
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                                                                                                                    • Can I add Conditional merge tags on my Templates?

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                                                                                                                      Hi Everyone, "Ask the Experts 29" was an engaging session, where we explored how to utilize the Knowledge Base for customers and internal teams, as well as emphasizing the importance of our Community. This post highlights the questions and use cases discussed,
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                                                                                                                      Hello all! Welcome back to a fresh Kaizen week. In this post, we will explore how Zia detects positive intent from incoming emails in the Leads module using the Zia Assistant API along with Workflow Rules and Custom Functions in Zoho CRM. Use Case Problem
                                                                                                                    • Smart URL Determination

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                                                                                                                    • Removing To or CC Addresses from Desk Ticket

                                                                                                                      I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results
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                                                                                                                      Hello Zoho Assist Community! Welcome back to our Technician Console series. Last time we explored Power Options, and this time we are turning the spotlight on a feature that quietly saves you dozens of clicks in every session by getting you exactly where
                                                                                                                    • Multi-Book Accounting Support in Zoho Books

                                                                                                                      Currently, businesses that operate multiple entities, regions, or divisions need to maintain separate Zoho Books instances or resort to manual consolidation processes. This creates significant operational friction and increases the risk of errors. PROBLEM:
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                                                                                                                      For organizations managing multiple subsidiaries across different geographies or business units, consolidation is a quarterly/annual nightmare. Zoho Books lacks native consolidation tools, forcing companies to export data, manipulate it in Excel, and
                                                                                                                    • Unable to charge GST on shipping/packing & Forwarding charges in INDIA

                                                                                                                      Currently, tax rates only apply to items. It does not apply tax to any shipping or packing & forwarding charges that may be on the order as well. However, these charges are taxable under GST in India. Please add the ability to apply tax to these charges.
                                                                                                                    • How to add packing & forwarding charge in purchase order & quotation???

                                                                                                                      Hello Zoho Team I have just started using Zoho for my company and I wanted to make purchase order. My supplier charges fix 2% as packing & forwarding on Total amount of material and then they charge me tax. For example, Material 1 = 100 Rs Material 2
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                                                                                                                      hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth
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