Zoho Developer Community Monthly Digest – April 2025

Zoho Developer Community Monthly Digest – April 2025



Hello everyone,

Welcome to this month’s Zoho Developer Community Digest! We’ve lined up an exciting series of technical sessions, product deep-dives, and community conversations to keep you informed and inspired. Don’t forget to check out our resource hub and join the ongoing discussions in the new developer space (More on this under Community Discussions section!). 

Let’s dive in!

Upcoming Events

Creator Tech Connect:

Title: Building Data Relationships using Lookups in Zoho Creator
Date: May 15, 2025
APAC & ANZ: 11 AM to 12 PM IST – Registration Link
EMEA: 4 PM to 5 PM IST – Registration Link
Americas: 9 PM to 10 PM IST – Registration Link

Creator's tech connect series would comprise of technical sessions that provide immersive training on the key essentials and technical nuances of building a solution in Zoho Creator. This is a great opportunity for our developer community to stay informed about Creator's new feature releases, product roadmap, best practices to follow while scripting in deluge, new deluge concepts, and cloud functions. In our previous session, we discussed the recent product release updates in Zoho Creator. In the upcoming session, we will explore building data relationships using Lookups in Zoho Creator.

Zoho Developer Hangout – Episode 22

Date: May 14, 2025
Time: 8 PM IST – Registration link

Join @Onur Gülay, CEO of Smile Center Turkey and Zoho CRM Custom Functions category winner at ZDC Hackathon 2024, as he shares how he built Quoter—an AI-powered quoting system using Zoho CRM and Zoho Cliq. His solution slashes quote creation time from request to approved deal in under 30 seconds! Learn how real-time product matching, dynamic data mapping, and user-validated CRM record creation can drastically improve efficiency and streamline operations. He'll walk you through the full automation journey—from receiving a user’s initial request to finalizing a deal, while revealing the scripts, best practices, and future enhancements, all rooted in the belief that "Time is a Golden Key."

Catalyst 101

Title: Part 4 – User Authentication and Application Security
Date: May 20, 2025
Time: 10:00 AM IST & 8:00 PM IST – Registration link

Catalyst is a full-stack cloud development platform that simplifies the complex. Build, test, host, deploy, and optimize solutions like never before. Its easy learning curve eliminates complexities, empowering you to craft bold innovations at the lowest total cost of ownership (TCO). This is a four-part learning initiative that focuses on offering a thorough understanding of Catalyst—Zoho's cloud computing platform. 

Zoho CRM APIs

Title: Part 6 – Mastering COQL
Date: May 22, 2025
Time: 10 AM & 9 PM IST – Registration link

COQL (CRM Object Query Language) lets you write SQL-like queries to retrieve records from Zoho CRM, including across related modules. In this session, we'll cover how to use Dot-notation in COQL to establish implicit joins and fetch records linked via lookup fields and subqueries as a smart alternative to joins — allowing dynamic filtering based on related data while improving performance and memory efficiency.

Zoho CRM Developer Series – Client Script

Title: Part 7 – Client Script in Custom Buttons and Canvas List View
Date: May 27, 2025
Time: 10 AM & 9 PM IST – Registration link

In this session, we explore the latest enhancements to Zoho CRM’s Client Script feature, with a focus on Custom Buttons and the Canvas List View. You'll learn when and why to use scripts with Custom Buttons, how to set them up, and see a live walkthrough in action. We'll also explore Canvas List View, where another hands-on demo illustrates how Client Scripts can bring interactivity and smarter actions directly into your list views, helping you create a more dynamic and efficient CRM experience.

Extensions 101

Title: Zoho CRM – Webhooks & Signals
Date: May 29, 2025
Time: 10:00 AM IST & 8:00 PM IST – Registration link

This series aims to guide developers through the process of building extensions for various Zoho products using the Zoho Developer platform, Sigma. Our previous sessions in this series covered extension development for multiple Zoho products and highlighted the platform's key capabilities for developing efficient extensions. Register for the upcoming sessions, where we'll delve deep into developing extensions for Zoho products like CRM, Books, and Desk.

Zoho CRM Developer Series – Queries

Title: Introduction to Queries
Date: June 5, 2025
Time: 10 AM IST & 9 PM IST – Registration link

In this session, we’ll introduce Queries—a powerful feature that lets you dynamically retrieve data from Zoho CRM or third-party services using REST APIs and COQL. You’ll learn when and where to use Queries and the types of data sources they support. 

Learning Table Series:

Title: Smart Visitor Management with Zoho Creator – Built for Every Industry
Date: June 5, 2025
APAC & ANZ: 11 AM to 12 PM IST – Registration Link
EMEA: 4 PM to 5 PM IST – Registration Link
Americas: 9 PM to 10 PM IST – Registration Link

We designed this series to provide users with valuable insights and knowledge about Creator's capabilities in various business use cases and applications. This year as well, we have adopted the 12 Months 12 Industries concept. Every month, we will focus on a specific industry, illustrating its unique processes with real-time business scenarios and how to make best use of Creator for that industry. Our recent webinar on Creator for the property management was a success, and during the upcoming session we'll be exploring Creator for the Visitors Management.

Resource Spotlight

Info
We've consolidated all the resources from the developer community learning series into a centralized hub for your convenient access. Consider bookmarking our Zoho Developer Community website to stay informed about the latest updates in the developer community.

Community Discussions

Big news—we're moving! The developer discussion channel is shifting from Zoho Cliq to a new space on Zoho CommunitySpaces, and it comes with a mobile app! iOS folks, grab it from the App Store. Android users, hang tight—the app’s on its way. Until then, sign up here and use the web version. (Using Zoho credentials? Just sign in—no need to fill the form.)

Why the change? This new space brings all Zoho users together, lets you follow threads and people, sends personalized notifications, and has a much smoother experience overall. We’ve been envisioning this for a while, so we’re thrilled it’s live.

Developers ZUG Cliq Channel

  • Are you a Zoho developer? A blog with solutions featuring various Zoho products and features could be refreshing to scroll through. Check out miningwebs.in—Vishal's blog solely dedicated to Zoho-related coding content.
  • Usually, one asks a question and another posts the answer. Check out this interesting conversation with the roles reversed! A community member asks questions trying to understand OP's problem, and that leads OP to figure out the answer themself.
  • Newly released features are great, yes! But at times, features that are still in the works could fit your requirements perfectly. One such feature was what fit Evonne's needs. Check out the conversation here, and learn about ZDK CLI in more detail in this 4-part virtual series we concluded recently.
  • Populating data can be tiresome, but bulk-importing can make it a piece of cake. @Mike not only shows @Thameem how to do it, but goes beyond and warns him of some pitfalls and how to avoid them. If you're prepping your own data for importing, you might find Mike's advice useful.
  • Sometimes, the solution you're looking for is right under your nose! And all it takes is a fresh set of eyes, and in this case, @Sohib's.

Community Spotlight

Cliq Contributors

We want to express our sincere appreciation to all our community contributors. Your commitment, expertise, and the time you invest are invaluable to the community. 



For those who are new to the Zoho Developer Community, check out this post to get started. 

Make sure to follow the digest every month for the most recent updates and conversations. Stay connected and participate in the forums and the Cliq channel to be featured in the upcoming month's digest. Wishing you all an amazing month ahead!


SEE ALSO




      • Sticky Posts

      • Zoho Extensions 101: Building extensions for Zoho People

        Hello developers! Welcome to our new video series on building extensions for Zoho People! If you're new to extension development or looking for guidance on building extensions for Zoho People, you're in the right place. We've curated a series of videos

      • Zoho Developer Community Hackathon 2025 is LIVE!

        Hey developers! It’s that time of the year again — the Zoho Developer Community Hackathon 2025 is officially open for registrations! If you’ve been waiting for a chance to stretch your skills, try something new, or finally bring that idea to life, this

      • Extensions 101 webinar series: Build, integrate, and monetize with extensions

        Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last

      • Zoho Developer Community Monthly Digest – May 2025

        Hello everyone, Welcome to this month’s Zoho Developer Community Digest! From fresh product insights to hands-on tech sessions and standout community threads, there's plenty here to keep your ideas flowing and your skills sharp. Be sure to explore our

      • Zoho Developer Community Monthly Digest – April 2025

        Hello everyone, Welcome to this month’s Zoho Developer Community Digest! We’ve lined up an exciting series of technical sessions, product deep-dives, and community conversations to keep you informed and inspired. Don’t forget to check out our resource

        • Recent Topics

        • Merge Tickets Directly from Contact Page in Zoho Desk

          Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which can

        • Enhancement Request – Allow cashiers to collect payments and partial payments for outstanding credit invoices directly from Zoho POS Billing App

          We are testing Zoho POS for a retail business with multiple physical stores and have identified an important limitation in the cashier workflow. When a sale is completed using Credit Sale, Zoho POS correctly creates an unpaid invoice and the outstanding

        • How Can I Collect Payments for Credit Sales Directly from Zoho POS Billing App?

          We are currently testing Zoho POS for a retail business and have encountered an issue with collecting payments on outstanding invoices from customers who purchase on credit. When we process a Credit Sale, Zoho POS correctly creates an Unpaid Invoice.

        • Zoho POS Mobile Sales Price Conflicts & Pricing Discrepancies

          We are seeing recurring Zoho POS Mobile conflicts tied to the Sales Price field, even though drivers are not manually changing item pricing. We have also noticed small price differences between POS transactions and Books, sometimes only a few cents. Devices

        • GrassHopper VOIP Integration

          Does Zoho Plan to integrate with Grasshopper to allow the Telephony hookup in Zoho Desk?  If not, Can this be passed along for consideration 

        • Creator -Dynamic addition of Customer Portal User Licenses

          Hi, We have a Creator App for B2C about to get released. We are experiencing the Portal User license challenge. Unable to predict the number of users who will download and Subscribe. When a User is about Subscribe and the portal licenses does not exists,

        • Reminder Settings - Time Tracker

          On the time tracker in Reminder Settings I created a reminder according to the Zoho manual. But a manager asked me to change the message that goes in the email. Is it possible to change the message? I didn't find that in the Zoho manual. Another question: I configured to receive the reminder everyone who logged in less than 40 hours. Does Zoho consider less than 40 hours of the current week or the whole month? Another situation, I put it so that I and another specific user would receive the notification,

        • New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons

          Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,

        • 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

        • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

          Hello, I am the Super Administrator of the Zoho Mail organization for carrytrail.com. The domain has already been verified, but when I try to create the user. I receive the following error: “This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com

        • Tip #92 – Organize your support operations with Departments – ‘Insider Insights’

          Hello Zoho Assist Community! As a support team grows, so does the complexity. Different customers, different products, technicians spread across regions, and each group needing its own way of working. When everyone operates from a single shared space,

        • 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

        • Introducing Zoho Office Desktop

          Hi users, We are excited to announce Zoho Office Desktop, a single app to install, update, and open Zoho Writer, Sheet, Show, and PDF Editor on Windows and macOS. It includes: One home for every app: Choose the apps you want, and a guided installation

        • How Can You Find Broken Internal Links Without Checking Every Page Manually?

          Broken internal links are a common technical SEO issue. They can send visitors to missing pages, interrupt navigation, and make website maintenance more difficult. On a large website, checking every link manually is simply not practical. So, how can you

        • Zoho Writer for Android: Q2 2026 updates

          Hi users, We are excited to announce the Q2 2026 updates for Zoho Writer for Android. This includes: Formatting parity with the web app: Choose from multiple ordered and unordered list styles, adjust line spacing, apply your custom paragraph styles, change

        • Zeptomail in the blacklists

          Hello, I noticed some hard bounces while sending emails, and upon checking the details, I see that we have been added to the blacklists of certain spam lists: Bounce category: Policy failure Reason: ip-issues Message: 5.7.1 Service unavailable; client

        • ZohoBooks - "Account transactions" report doesn't have any "Desciptions"

          Hi, I'd like to push for this to be included in ZohoBooks: In a "account transactions" report all the numbers are right, but I'd really like to see the "Description" as part of this report, i.e. the line-item-description as I would see it in the bank statement. Essentially all you see is a list of numbers adding up to the total. It is very difficult to see if things are right without being able to see what exactly each transaction refers to. Going into each transaction one-by-one is not a workable

        • Zoho Projects | Q3 Updates

          Hello everyone, Here's a roundup of everything we released from July to September. We have added some new features as well as improved some of the existing ones. Project Financials Finance Integration Integrate your Project with Zoho Books, Zoho Invoice,

        • Meet your customers on Arattai, from inside Zoho CRM

          Hello everyone, Your customers reach you on the apps they already use. Zoho CRM now supports one more: our very own Arattai! When someone messages your Arattai Business number, the conversation arrives in the Messages module in CRM, right beside your

        • Running Balance

          Please add automatically Running balance in ledger view. Taking lot of time, every time to add manually

        • MAKING ENTRY TIME MORE USER FRIENDLY AND FASTER O PREVENT TAB TIME

          I AM CURIOUS TO KNOW IF WE CAN MAKE IT MORE USER FRIENDLY WHILE MAKING BILLS , I MAJORLY USE OVER DESKTOP SO I AM SUGGESTING TO REMOVE TAB TIME WHILE ENTERING BILL OR MAKING INVOICE DIRECT JUMP TO ONLY REGULAR PARTS OF THE BILL . YOURS RAKESH 782866

        • 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.”

        • Add Payment Information (like Bank details)

          I am using the Free plan of Zoho Books. I need to add the bank details/ UPI details on the invoice. How can I do that. I have added the details in the Bank Section.

        • Keep Sensitive Customer Data Private with Field Masking in Zoho CRM

          Hello CRM community, Customer records in your CRM are often accessible across multiple teams, but not every team needs visibility into every field. A non-sales team, for instance, has no real need to see a contact's mobile number, and a support agent

        • Generate a Zoho Sign link

          From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.

        • Notes - Reaction Buttons

          Using the native notes option within CRM is fine, it works and the RTF features are great, however, would it be possible - if there isnt already something in place, where we can add a reactions button, similar to teams/whatsapp to show that its been read

        • Generate a link for Zoho Sign we can copy and use in a separate email

          Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

        • Need help with importing expenses

          I'm using the template downloaded from the application. When I try to import my expenses, I get the message: Duplicate entry in the Expense Date column. Ensure it contains unique values. None of the rows will import. There are duplicate dates, but they

        • #12 Bringing In A Second Pair Of Hands

          Meera's studio became a two-person business in month five. Adding the second person took ten minutes. Working out why Meera herself was showing up as Staff took considerably longer. The Usual Way To Do This Covered in our published General FAQ, with the

        • How can I add a Custom Field (or Customer_name) to a picklist?

          Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.

        • Header Line in Quote product rows

          I believe this is an essential feature that Zoho should provide us, when adding products we want the ability to add titles for our product, in quotes: The Solution/Category Title Product1 Product2..... and then it would show the sub-total of that title 

        • Widget Height were destroyed

          All widget heights in the Details Canvas view are broken. Moderation Update: This issue with widget heights in Client Script popups and flyouts has been resolved. Widgets should now display at their expected heights.

        • How to Fix the Corrupted Outlook 2019 .pst file on Windows safely?

          There are multiple reasons to get corrupted PST files (due to a power failure, system crash, or forced shutdown) and several other reasons. If You are using this ScanePST.EXE Microsoft inbuilt recovery tool, it only supports the minor corruption issue

        • 👍 Zoho CRM's Notes now gets Reactions and a new look

          Moderation update: Currently available in the following DC's CA, AU, CN, UAE, JP, SA - All Editions EU - Free, Standard and Professional Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records.

        • Zoho Extensions 101: Building extensions for Zoho People

          Hello developers! Welcome to our new video series on building extensions for Zoho People! If you're new to extension development or looking for guidance on building extensions for Zoho People, you're in the right place. We've curated a series of videos

        • Add @Mention Notifications in Zoho Cliq for Zoho Project Mentions

          Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding "Projects Bot" Cliq bot notifications for @mentions inside Zoho Projects comments (Tasks and Issues). Current Behavior: At the moment, when someone

        • Can't connect to POP and SMTP over VPN

          I use Thunderbird to access Zoho Mail via POP and SMTP. I have configured an app-specific password for Thunderbird to use. Everything is properly configured and works correctly — until I enable my VPN. I'm using a paid commercial VPN service (Mullvad).

        • Outgoing Mail Blocked – Suspicious Login Activity (Need Clarification and Solution)

          Hello, I’m currently facing an issue where my Zoho Mail account has been blocked due to “suspicious login activity,” and outgoing emails are restricted. Here are the details shown: Block type: Outgoing mail blocked Reason: Suspicious login activity A

        • Online Payment Fees

          We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd

        • O SalesIQ aceita números do Whatsapp Business com coextistência?

          Tenho uma equipe com vários vendedores e cada um deles tem um celular corporativo usando o Whatsapp Business para se comunicar com os clientes. Estamos no plano Zoho One e esses mesmos vendedores também usam o SalesIQ para atender os leads que vem do

        • Next Page