Zoho Community Digest - July 2026 | Part 2

Zoho Community Digest - July 2026 | Part 2



Hi everyone, and welcome back!

Week two of the Zoho Community Digest is here. This edition gathers every announcement posted in the Community Forums from July 8-14, sorted by solution so nothing gets lost in the shuffle. There's plenty to get through this time, including fresh AI and MCP support landing across a handful of products, so let's dig in.

At a glance

Sales & Marketing

Zoho CRM: More Sandbox app integrations | Layout Rules upgrades | Custom buttons in the layout editor
Zoho Webinar: Free plan attendee limit change | Summer Broadcast 2026 (MCP, Workflows, AI recording)
Zoho Backstage: Simpler group bookings, PayNow & GrabPay support, WhatsApp auto-recharge

Email, Storage, and Collaboration

Zoho Cliq: Update on AI feature defaults
Zoho Writer: Conditional logic, string functions, and an AI formula assistant

Legal

Zoho Sign: Document visibility within a single envelope

HR

Zoho Recruit: Tailored candidate resumes per application

Service

Zoho Desk: Zia AI in more editions | Odia language support | Default email template on Android app
Zoho Bookings: Booking page SEO settings

Finance

Zoho Books: Terminal Payments, composite tax filing, SEPA transfers, and more
Zoho Billing: One-time addon quotes, expense PDF templates, and more
Zoho Invoice: MCP/AI support, accessibility, new languages, and more
Zoho Inventory: Windows app, Terminal Payments, Package Types, and more

Developer Platform

Zoho Creator: Email management channels | Widget CDN URL change (by July 31)

Sales & Marketing

Zoho CRM

Sandbox now supports more app integrations
Connect and validate them end-to-end before anything touches live production data. Newly supported apps: Zoho Campaigns, Backstage, Analytics, Finance, Forms, Flow, Creator, and Circuits, with Projects, SalesIQ, and Mail Merge coming in a later phase.
Layout Rules get nine new actions, profile-based execution, and live preview
Layout Rules can now do far more than show and hide fields. Nine new actions (set values, lock fields, show buttons and links, verify fields, and more) pair with profile-based execution so each team sees only what's relevant, and an interactive preview lets you test a rule per profile before it goes live.
Create and arrange custom buttons right from the layout editor
Create, arrange, and remove custom buttons directly from the element palette in the layout editor, no separate settings page needed. On the Records page, buttons follow your layout order, and you can pin and sort the ones you use most.

Zoho Webinar

Free plan attendee limit drops from 100 to 20
Heads up for free plan users: each session now supports up to 20 attendees, down from 100. All existing features stay the same, and larger audiences remain available on the paid plans.
Summer Broadcast 2026: MCP control, Workflows, and AI recording
The big summer release acts as your webinar co-organizer at every stage. The headliners: MCP support to run webinars through natural-language prompts, Workflows to automate the full lifecycle from registration to follow-ups, and AI recording that auto-generates highlights, chapters, and summaries. It also adds an AI writing assistant, quick email templates, and registration page branding.

Zoho Backstage

Simplified group bookings, WhatsApp auto-recharge, and more
The latest release makes group registrations and payments easier. Highlights: claim links let purchasers have attendees fill in their own details later (early access), PayNow and GrabPay via Stripe (Singapore and Malaysia), and auto-recharge for WhatsApp messaging credits. Announcement filtering and sorting, plus ticket-section customization, round it out.

Email, Storage, and Collaboration

Zoho Cliq

Update on default settings for AI features
Cliq is changing how AI features get switched on. For any organization that never manually set them, a set of AI features will now default to off, so turning on AI is always a deliberate choice rather than something that happens automatically. Features you or your admin already configured stay untouched. Check the announcement for the full list and current defaults, and re-enable anything anytime from the Admin Panel or your profile settings.

Zoho Writer

Dynamic document automation with conditional logic and AI-assisted formulas
Writer's formula fields can now do a lot more for document automation: 12 new string functions, conditional IF / ELSE IF / ELSE logic within a single formula field in merge templates, and an AI assistant that generates, fixes, and improves formulas from plain-language prompts.

Legal

Zoho Sign

Control which documents each recipient sees in one envelope
This new Enterprise feature lets you bundle multiple documents in a single envelope while controlling which ones each recipient can see and sign. An onboarding packet can show the offer letter to the employee while keeping payroll visible only to finance, all in one workflow.

HR

Zoho Recruit

Build tailored candidate resumes per application
Recruiters can now generate formatted candidate resumes from the Applications module, not just Candidates. Because the template pulls in fields from the specific application, the same candidate can have a resume tailored to each role, branded and built in the Zoho Writer editor (up to five templates per module).

Service

Zoho Desk

Zia AI expands to more paid editions (from July 7)
From July 7, Zia AI is no longer Enterprise-only. Capabilities like sentiment analysis, the answer bot, and generative AI (summaries, writing and reply assistance, article generation) now reach additional paid editions, with generative AI reaching as low as the Express tier.
The mobile app now supports Odia
The Zoho Desk mobile app now supports Odia, which agents can switch to from the app's language settings on both Android and iOS.
Set a default email template in the Android app
You can now set a default email template directly in the Android app. It's applied automatically in relevant Blueprint replies and can be changed anytime, so there's no repeated manual selection.

Zoho Bookings

Make your booking pages discoverable with new SEO settings
New SEO settings help your booking pages get found in search. Across all page types (Business, Workspace, Event Type, and User), customize the title, keywords, and meta description, enable indexing, and add a custom favicon for stronger branding (Premium plan).

Finance

Zoho Books

July update: Terminal Payments, composite tax filing, SEPA transfers, and Inventory add-ons
The July release leans into payments and compliance. The big additions: Terminal Payments to accept in-person payments via connected terminals and QR codes (India, US, Canada), CMP-08 quarterly GST return filing for composition taxpayers (India), and SEPA Credit Transfer support for bulk vendor payments (Germany). It also adds self-billed credit and debit notes, a non-profit Receipts and Payments report. For everything else, including the many Inventory add-on enhancements, check the announcement.

Zoho Billing

One-time addon quotes for subscriptions, plus expense PDF templates, and more
June's update focuses on flexible billing and cleaner records. Highlights: create one-time addon quotes directly from an active subscription, fully customizable expense PDF templates, and bulk import for item subscriptions. Custom field usage tracking and attachment retention on record conversion also make the cut.

Zoho Invoice

Now connects to AI via MCP, accessibility upgrades, and other enhancements
The April to June recap leads with AI: it now supports MCP, so assistants like Claude and ChatGPT can create invoices, record payments, and pull reports through plain-language prompts. The quarter also brings accessibility preferences, annexure attachments on PDF templates, three new interface languages (Korean, Polish, and Greek), and edition-specific updates for India, Germany, Singapore, and Kenya. Check the announcement for the full breakdown.

Zoho Inventory

Now on Windows, plus Terminal Payments, Package Types, and more
June was a big month for Zoho Inventory. Standouts: full rollout of the Windows app (with warehouse, batch, serial, bin, and barcode support), Terminal Payments for collecting invoice payments in person, and reusable Package Types with net and gross weight tracking. Early access adds Material Requests and Issues, plus Myntra and Mercado Libre marketplace integrations. Check the announcement for the full list of updates.


Developer Platform

Zoho Creator

Route app emails through ZeptoMail, Gmail, Outlook, or custom SMTP
Updated Email Management gives you a central hub to control how your apps send outgoing email. Choose the built-in channel, ZeptoMail, Gmail, Outlook, or custom SMTP, authenticate your domain with SPF and DKIM, and get delivery monitoring and logs for better reliability (super admin, paid plans).
Action needed: update your widget CDN URLs before July 31
Action required for anyone using widgets. Zoho Creator's Widget JS API CDN URLs are changing: the old js.zohostatic.com URLs stop working after July 31, 2026. Update your V1 and V2 widget references to the new static.zohocdn.com URLs before then to avoid breakage.

That's a wrap!
Which update is the biggest game-changer for you? Drop a comment and let us know.
Just joining us? Catch up on last week's edition covering July 1-7, and keep an eye out for the next one.

    Access your files securely from anywhere

          Zoho FSM Video Tutorials


                All-in-one knowledge management and training platform for your employees and customers.






                                      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 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 One
                                                                      • Zoho 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 WhatsApp
                                                                      • Zoho 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, and
                                                                      • Zoho 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, so
                                                                      • Zoho 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


                                                                      Manage your brands on social media



                                                                            Zoho TeamInbox Resources



                                                                                Zoho CRM Plus Resources

                                                                                  Zoho Books Resources


                                                                                    Zoho Billing 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.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now


                                                                                                      Zoho Show Resources

                                                                                                        Zoho Writer

                                                                                                        Get Started. Write Away!

                                                                                                        Writer is a powerful online word processor, designed for collaborative work.

                                                                                                          Zoho CRM コンテンツ


                                                                                                            Nederlandse Hulpbronnen


                                                                                                                ご検討中の方





                                                                                                                          • Recent Topics

                                                                                                                          • Minor Problem: Dashboard Forgets Cash vs Accrual

                                                                                                                            The dashboard doesn't reflect my cash/accrual choice from settings, AND doesn't remember what I've set it to.
                                                                                                                          • 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 advance
                                                                                                                          • Automating 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 of
                                                                                                                          • zoho 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 populate
                                                                                                                          • HEIC 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 it
                                                                                                                          • Zoho 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 capabilities
                                                                                                                          • Specific 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 that
                                                                                                                          • print 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 have
                                                                                                                          • Connection 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 simple
                                                                                                                          • Edit 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. Please
                                                                                                                          • mail

                                                                                                                            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 custom
                                                                                                                          • Useless 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 answering
                                                                                                                          • Mr

                                                                                                                            can't access my email
                                                                                                                          • Reduce 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 option
                                                                                                                          • Adding 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 seems
                                                                                                                          • Push 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 token
                                                                                                                          • Allow 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 forgotten
                                                                                                                          • Map 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 across
                                                                                                                          • How 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 creates
                                                                                                                          • How 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 applications
                                                                                                                          • What'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 options
                                                                                                                          • Unable 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 when
                                                                                                                          • Zoho 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 simplifying
                                                                                                                          • Support 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 to
                                                                                                                          • Webinar 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 administrativas
                                                                                                                          • Zoho 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 me
                                                                                                                          • WhatsApp 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 sales
                                                                                                                          • Next Page