Zoho Developer Community Monthly Digest - November 2023

Zoho Developer Community Monthly Digest - November 2023



Hello everyone,

Welcome to the November edition of the Zoho Developer Community Digest. We are back with some exciting updates and noteworthy discussions within our developer community. Let's get started!

November Highlights

Zoho Developer Hangout - Episode 11

In this episode, Zoho MVP @Bhoomi Joshi and her teammate @Ram Adarasupally from Intovex LLP, shared their insights into the importance of custom portals, the integration of Zoho applications with third-party web portals, and the technology stack utilized in the underlying architecture. Additionally, they reviewed the business process of a custom portal through a demonstration focusing on banking integrations and custom API. Watch the recording of the meetup here.

Extensions 101 (Cont.)

The first five sessions of this series provided an overview of several key features within Sigma platform, such as building extensions, authentication mechanisms, authorization methods, and creating widgets. The recently concluded sessions delved into the authentication mechanism and the corresponding authorization strategy, particularly in the context of integrating Zoho CRM with other applications. Check out this playlist for all the session recordings.

Zoho Finance Developer Portal

We're excited to introduce an exclusive platform designed to enable developers and businesses alike in creating extensions for Zoho Finance applications. Read through this blog and explore all the features of the developer portal.

Upcoming Events

  1. Year-end Git-Together: It's time to unwind, connect, and share. We're excited to invite you to an exclusive virtual coffee chat (BYOC - Bring Your Own Coffee!) with the developer community on December 15 at 3:30 PM AEDT & 8:00 AM PST. We want to hear your journey, the challenges you conquered, and the lessons that made you the developer that you are today. This is a no-agenda meetup curated to create a space for you to share your tech-story and aspirations for 2024. Register here for fun and inspiring conversations with your peers.

  2. Creator Tech Connect Series: 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.

    Date: December 14, 2023
    Topic: Release Updates and Recap Series in Zoho Creator - Part 3
    APAC & ANZ: 11 AM to 12 PM IST - Registration Link
    Americas & EMEA: 9 PM to 10 PM IST - Registration Link

  3. Zoho Writer Webinar: In this webinar, you will learn to create interactive forms or turn PDFs into fillable forms, generate documents in bulk and share them for negotiation, review, approval, or signature, and automate routine tasks with document workflow tools. Registration and more details here. 

Community Discussions

Zoho Developer Forum

Developers ZUG Cliq Channel

Note: These conversations are confined to the Developers ZUG Cliq channel members. If you're keen on becoming a part of this space, please fill in this onboarding form to receive your invitation to join the channel.

Resource Spotlight

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

Community Spotlight

ZDH Speakers

The contributions of our ZDH presenters have been instrumental in the success of the this segment. We extend our heartfelt appreciation for their efforts.

As a continuation of featuring a ZDH presenter each month, this time, we would like to introduce our fourth ZDH presenter, Jeremy Nagel. Explore this post to discover the knowledge and insights he shared with the community.

Cliq Channel Contributors

The Developers ZUG Cliq channel has consistently served as the primary hub for community members seeking technical assistance and engaging in savvy discussions. Here are our top contributors who have gone the extra mile to support and assist the Zoho Developer Community:



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. 

We appreciate you dedicating your time to peruse this month's digest. Make sure to follow the digest each month for the most recent updates and conversations. Stay connected and participate in the forums to be features in the upcoming month's digest. Wishing you an amazing month ahead!

SEE ALSO









        • Recent Topics

        • Zoho Social - Post Footer Templates

          As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm running

        • Zoho Expense - The ability to add detail to a Trip during booking

          As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the

        • Simplified Call Logging

          Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following

        • Help Center IFrame Issue

          I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty

        • Staff rules

          Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.

        • Comment Templates

          Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses

        • [ZohoDesk] Improve Status View with a new editeble kanban view

          A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit

        • Adding Markdown text using Zoho Desk API into the Knowledge Base

          Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

        • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

          A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

        • Shared values: From classroom lessons to teaching moments in customer service

          While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.

        • Export to excel stored amounts as text instead of numbers or accounting

          Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores

        • Auto Capitalize First Letter of Words

          Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You

        • Follow-up emails via Workflow Automation not staying in the same thread

          Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within

        • Update application by uploading an updated DS file

          Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?

        • Send / Send & Close keyboard shortcuts

          Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for

        • Image Upload Field | Zoho Canvas

          I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building

        • Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

          How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter

        • Custom Button Disappearing in mobile view | Zoho CRM Canvas

          I'm working in Zoho CRM Canvas to create a custom view for our sales team. One of the features I'm adding is a custom button that opens the leads address in another tab. I've had no issue with this in the desktop view, but in the mobile view the button

        • Zoho Desk blank page

          1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS

        • Clearing Fields using MACROS?

          How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.

        • I hate the new user UI with the bar on the left

          How can I reverse this?

        • Office 365 and CRM mail integration: permission required

          Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying

        • Field Not Updating in FSM Script - Service and Parts module.

          Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and

        • Question regarding import of previous deals...

          Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's

        • Client Script also planned for Zoho Desk?

          Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field

        • One person/cell phone to manage multiple accounts

          Hi. I have a personal Free account to keep my own domain/emails. Now I need to create a Business account to my company's own domain, but I have only one mobile phone number I use to everything. How do I do to manage this? Can I manage a Free domain and

        • Tracking KPIs, Goals etc in People

          How are Zoho People users tracking employee targets in People? For example, my marketing assistant has a target of "Collect 10 new customer testimonials every month". I want to record attainment for this target on a monthly basis, then add it to their

        • Zoho Desk: Ticket Owner Agents vs Teams

          Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents and

        • CRM limit reached: only 2 subforms can be created

          we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.

        • Can not Use Attachment Button on Android Widget

          this always pops up when I touch the attach button on android widget. going to settings, there is no storage permission to be enabled. if I open the app, and access the attach feature there, I can access my storage and upload normally.

        • How do I filter contacts by account parameters?

          Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already

        • Can I add Conditional merge tags on my Templates?

          Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

        • Zoho Notebook Sync problem

          I'm facing a problem with syncing of notebook on android app. It's not syncing. Sometimes it syncs after a day or two.  I created some notes on web notebook but it's not syncing on mobile app. Please help!!!!

        • Kaizen #190 - Queries in Custom Related Lists

          Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within

        • Custom Fonts in Zoho CRM Template Builder

          Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

        • Announcing new features in Trident for Mac (1.24.0)

          Hello everyone! Trident for macOS (v.1.24.0) is here with interesting features and thoughtful enhancements to redefine the way you plan and manage your calendar events. Here's a quick look at what's new. Create calendar events from emails. In addition

        • Need Easy Way to Update Item Prices in Bulk

          Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices

        • Vendor Master Enhancements for Faster Purchase Entry

          I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically

        • Mass Mail Statistics - Number of unsent emails

          How do I find out which emails were not sent?

        • Button to add product to cart

          Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?

        • Next Page