Zoho Developer Community Monthly Digest - December 2024

Zoho Developer Community Monthly Digest - December 2024



Hello everyone!

As we step into the new year, let’s reflect on the strides we’ve made together and gear up for the exciting opportunities 2025 holds. This month’s digest highlights key updates, engaging discussions, and upcoming events designed to keep you informed and empowered in your development journey. Let's dive right in!

Upcoming Events

ZDK CLI (Zoho Development Kit Command Line Interface)

Date: Jan 16 | Feb 6 | Feb 27 | Mar 20 | Apr 10
Time: 10:00 AM IST & 8:00 PM IST (GMT+5:30)

Managing metadata in Zoho CRM shouldn’t feel like navigating a maze. Yet, the endless clicks to modify profiles, roles, modules, or layouts—and the challenges of version control—can quickly become overwhelming. What if you could skip the hassle and manage your metadata effortlessly? Introducing ZDK CLI—your one-stop solution for streamlining metadata modifications, pushing changes directly from the command line, and tracking updates seamlessly with your preferred Version Control System (VCS). Register now and join this five-session virtual learning series to discover how to take control of your CRM workflow with ZDK CLI.

Creator Tech Connect

Title: Building Intuitive UI/UX with HTML & ZML in Zoho Creator
Date: January 16, 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 comprises 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 most recent improvements and updates in the Zoho Creator product release. In the upcoming session, we will explore how to leverage HTML and ZML to build custom and dynamic UI/UX in Zoho Creator.

Get to know Zoho Deluge:

Title: Get to know Zoho Deluge series
Dates: January 28–30, 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

To help users unlock the potential of Deluge, we’ve launched the Get to Know Deluge series. This program serves as an introduction to Deluge's foundational concepts while offering a glimpse into its advanced capabilities. This three-day series is designed to help participants understand the capabilities of Deluge and learn how to apply them effectively in their operations. By the end of the series, we believe participants will gain a strong understanding of Deluge’s purpose, its role across Zoho products, and its basic concepts, setting the stage for mastering its advanced features.

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

Zoho Developer Forum

  • We all have things we prefer to do in our own unique way, even in the way a business is run. When @Ben needed to modify the default design of Zoho CRM to suit his unique preference of displaying data, @Hugh steps in with his suggestion. Check out this post which also links to @Hugh's article AND his video that walks us through the process.
  • They say two heads are better than one. That sure is the case with a seemingly simple issue @George faced. A couple of our community members step in with solutions of their own to try and help solve the problem. 
  • Updating data accurately in a CRM has to be one of the cornerstones of a good business. The possibility of errors grows exponentially, especially when data is spread across multiple modules. @Jean needed help with the same, to save time and to reduce the risk of human error as well. Check out the solution that was suggested to him by @Pheranda.
  • Two-way communication is critical for any relationship. It's no different between two servers. In these days demanding data security and privacy, certain IP restrictions need to be implemented. If your business server has such limitations, take a look at this post which specifies the public IP addresses used by some Zoho DCs. 
  • Setting up APIs using different languages too can be a hassle at times. If, like @Dimitri, you too are facing issues with API calls working in one coding language but not in another, the suggestions offered by our specialist could help you out. Check it out here!

  • The way different coding languages work doesn't stop with just API calls. @Dmitri faced another issue with accessing data stored in his CRM when using two different languages. Check out the solution that fixed his issue in this post.

Developers ZUG Cliq Channel

Info
These conversations are confined to the Developers ZUG Cliq channel members. If you're keen on becoming a part of this space, visit our website, click BE PART OF COMMUNITY and complete the form to get an invite to the channel.
  • Maintaining redundant code snippets can be a huge pain. Thankfully, Zoho CRM has a feature to reduce unnecessary code redundancy. Check out this conversation where Mike suggests the same to Morgan, which will now save @Morgan from a ton of headaches in the future!
  • Sometimes, the tiniest bugs take the most time to squash. And what can make all the difference is an extra set of eyes, which is the essence of the Developers ZUG Cliq channel. Check out this conversation where @Ryan faced a deal-breaking but microscopic issue, and all it took was for him to post it in the Cliq channel for another community member to fix!
  • So far, we've seen a number of examples how the Developers ZUG Cliq channel enables Zoho developers to squash bugs faced by someone else on the other side of the globe. At times, that's not enough, and we'll have to bring out the big guns. Check out this conversation where @Pablo uses AI to solve @Jason's data-type conversion issue.
  • While the Cliq channel is for Zoho developers, not all issues faced by the community are coding-related. Since Zoho's services can be better than those of its competitors, many like @Shantanu prefer switching ecosystems. But not all such big jobs need to be complicated! Check out this conversation where @Subhash suggests he try one of Zoho's migration tools! You too might need it in the future ;)

Community Spotlight

ZDH Speakers

As a continuation of featuring a ZDH presenter each month, this time, we are delighted to introduce the 17th episode presenter @Olivier Anh. Explore this post to discover the knowledge and insights he shared with the community.

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 a very happy new year and an amazing month ahead!



SEE ALSO




        • Recent Topics

        • Creating Email template that attaches file uploaded in specific field.

          If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates

        • Proposal for Creating a Unique "Address" Entity in Zoho FSM

          The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides

        • Latência

          Estou com bastante latência 200ms em São Paulo Brasil para o endereço mail.zoho.com, e email demora para carregar as vezes trava como está por ai ? segue print sabem se é normal ? ping

        • 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.

        • How to change the module for contact sync from Accounts to Accounts & their Contacts?

          Hi, My ZOHO CRM integration is broken and pushing the errors for sales orders and invoices, the error message is: "The customer associated to this record is not linked to module chosen in the current contact sync configuration." So, Now I'm trying to

        • Zoho CRM Developer Series - Queries

          Hey everyone! We’re excited to invite you to our next Zoho CRM Developer Series focused on Zoho CRM Queries, happening on June 5, 2025 and June 26, 2025. Whether you're working on CRM customizations, integrating with third-party services, or just curious

        • Food Delivery + ZohoCRM

          I've been using the free version of Zoho for a while, and I think it's time to upgrade. I'm sure I might be doing something wrong or I'm lacking some features I deliver frozen food, 2 days a week. For this I create a new task for the contact who orders me with - date he receives as Due Date - what I'm sending and at what time he can receive it in the Description Is there a better way of doing this?? I'd like to track what customers buys (the way I use it I have no record of that), and delete it from

        • VOIP integration

          I emailed this question to rishi but never got a response. I notice when I mouse over phone number it has a link to launch into SKYPE. We dont use SKYPE we use Xlite SIP client. Is it possible to change that link to launch our client API? If so how? If not any plans to make that VOIP integration customizable?

        • File Upload in Creator's Subfrom

          Hello Sir/Madam, Here is a Problem......... Scenario: In CRM One Custom Module (Payments) have one File Upload Field now we have to Upload that File into Creator's Custom Form (Documents) have one Subform (Documents) in Document Upload Field using Deluge

        • Increase size of description editor when creating new ticket

          Please can you consider making the description editor in the create new ticket form a resizeable area as by default, it is very small and there appears to be no way to increase the size of it.

        • CRM For Everyone - Bring Back Settings Tile View

          I've been using CRM for Everyone since it was in early access and I just can't stand the single list settings menu down the left-hand side. It takes so much longer to find the setting I need. Please give users the option to make the old sytle tile view

        • Add "Ask Zia" Functionality for Report Creation in Zoho Desk

          Hi, How are you? We’ve noticed that Zoho CRM offers a very useful feature called "Ask Zia", which allows users to enter natural language prompts to generate reports quickly and easily using Zia's AI capabilities. Currently, Zoho Desk does not support

        • Compensation | Salary Packages - Hourly Wage Needed

          The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.

        • Zoho FSM API to search Zoho FSM Assets by Asset_Number?

          How can I search or otherwise retrieve an Asset from the Assets module in Zoho FSM using the Asset_Number? The API docs seem to say that the only field that can be searched is the Asset Name. Is this true? https://www.zoho.com/fsm/developer/help/api/search-records.html

        • I can't use zoho in my personal computer

          Facing error on monitor Oops! An error occurred

        • My Zoho Account Not Working, Suddenly its stoped

          Hello Team, our company email account is not working, we are not receiving email. Website: www.urgentdubaivisaonline.com Email: social@urgentdubaivisaonline.com

        • MX verification

          Dear All I face a difficulties to verify MX records in my domain alfagrouptrading.sk it is since two days. records are correct and I am waiting for 48 hour I send email shown in the error message with no reply.in addition, it supposed to be propagated

        • I'm not receiving emails.

          Hello. I'm having an issue in which I am able to send emails using my zoho mail, but I seem to be unable to receive them. please help.

        • Change zoho email address

          I am displeased with the email address I created. It's too long.

        • Departments Limit

          There is a limit of departments that i can have on zoho desk?

        • CRM for Everyone - More Actions Option to Create Record

          Please consider the option create a new record for the relevant record from the More Actions menu. I know there is an "Add New" icon further down the menu to create a record for any module, but this just seems more intuitive and could reduce the need

        • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

          Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers

        • Mass Update of Lookup Fields not possible

          Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a

        • Time Limited Coupon or Expiring Link in Workflows

          I would like to see a feature where I can include a time limited link in Workflow Campaigns. For example: I could link to a sales page with a discount and set the link to expire after 24h. The link would be generated by Campaigns for each campaign sent

        • How to create a form using both contact and account fields?

          I am sending a prefilled form from CRM with fields mapped, to update records in CRM. If I link the CRM field to the Contacts module, the Account Name field doesn't come up as an option in CRM. If I added it under Related Fields, my understanding it would

        • Boost your Zoho Desk's performance by archiving tickets!

          The longer your help desk operations are, the more likely it is to accumulate tickets that are no longer relevant. For example, ticket records from a year ago are typically less relevant than currently open tickets. Such old tickets may eventually lead

        • Are Zoho Help Center Email Notifications Customisable?

          Hi, I would like to find out if the Zoho Help Center email notifications can be customised to add our own styling and branding? These are the notifications that get sent when a client adds a new topic, adds a comment, signs up to the help center, etc?

        • Wizard Form

          I would like the option to create a wizard that works when you create a record and contacts that are already in the CRM captured with a web 2 lead form (field data inserted in to the wizard).  Having the option to create up to 3/4 segments per screen

        • Two-Way Sync Zoho CRM Custom Module with Zoho FSM Company Addresses

          Business fact: Many companies don't just have one location. They have multiple locations (some have many), with addresses we need to know for service, deliveries, etc. We have created a custom "Sites" module in Zoho CRM to store an Account/Company's addresses

        • Sharing and Converting Custom Reports Across Departments in Zoho Desk

          Hello, We initially started using Zoho Desk with a single department (Department "A"), which included multiple teams. Nearly a year later, we identified several limitations that led us to create three additional departments ("B", "C", and "D") with replicated

        • Dynamic Dashboard for CRM Flyout/Widget

          Hello, Apologies if this has been answered before—it's possible I'm just not searching the community with the right terms. I'm trying to create a dashboard in Zoho Analytics that pulls together reports from several datasets (e.g., CRM Deals, Books Invoices,

        • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

          Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

        • Does Thrive work with Zoho Billing (Subscriptions)?

          I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you

        • Zoho Sprints mobile app(Android and iOS) v2.0

          Hello everyone! We’re thrilled to announce that Zoho Sprints Mobile app2.0 is now live. With the newest version of the Zoho Sprints mobile app, we hope to provide a fresh, faster, and intuitive experience for managing your sprints on the go! Whether you're

        • Subform dynamic fields on Edit, Load of Main form.

          Main Form: Time_Entry Sub Form (separate form): Time_Entries Time_Entries.Time_Entry_No is lookup to - Time_Entry.Time_Sheet_ID (auto number). I would like to disable some of the subform fields upon load (when edited) of the Time_Entry main form. What

        • View Answer Bot conversations?

          We are trialing Zia and are experimenting with Answer Bot on our knowledge base. So far so good! Management asks me if it is possible to view Answer Bot conversations, the purpose being to look over its shoulder and confirm that it is working as des

        • Delivery note from order or from offer

          Hello, in our company and in a lot of companies in Italy, the standard workflow is (in order): 1) Offer 2) Customer order 3) Delivery note. We can have also more delivery notes in one month. 4) Invoice at the end of the month from delivery note (so only

        • Sesiones 1:1 en Zoholics España 2025

          Una de las experiencias más valoradas por los asistentes a Zoholics son las sesiones 1:1 con nuestros expertos técnicos. Este 2025, las traemos de vuelta con aún más fuerza: cada entrada a Zoholics España 2025 incluye una sesión individual gratuita de

        • "The email sending domain must have an active and functional website so that we can proceed with the review."

          I've requested the approval of my account, and got the following response back: "The email sending domain must have an active and functional website so that we can proceed with the review." This is absolutely false. The website I have provided has been

        • Gestion de suivi des expéditions

          Le suivi des expéditions est un élément indispensable à une gestion réussie de la chaîne d'approvisionnement. Aussi bien le fournisseur que le client peuvent bénéficier de la transparence et de la responsabilité apportées par le système ; ce dernier fournit

        • Next Page