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 @Anonymous User and her teammate @Anonymous User 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

        • CRM project association via deluge

          I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate

        • Where is the settings option in zoho writer?

          hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards

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

          Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >>  This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me  thanks

        • How to manage task lists in Zoho Desk?

          Hello, I use Zoho Desk for IT customer support. I have a list of standard operating procedures (SOPs), including SOPs for onboarding new users, offboarding users, losing a device, etc. These are lists of tasks to be performed depending on the situation.

        • Zoho Books' 2025 Wrapped

          Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear

        • Activating Zobot instead of chat

          Hi folks, I know this will be obvious, but I have not been able to locate the details on this via google or youtube. We've had SalesIQ life chat set up for a while now and it is working perfectly. I have just finished development of a Zobot (using codeless)

        • Adding a new section to the related details sidebar when creating a new ticket.

          Hello, I was wondering if you can add a new section to the related details sidebar when creating a new ticket. I was wanting to have it to where it also shows the account information related to the contact chosen as well. This is the section I am referring

        • Displaying only unread tickets in ticket view

          Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that

        • One Contact with Multiple Accounts with Portal enabled

          I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

        • Is Zoho Shifts included in the Zoho One plan?

          In case the answer is no: there's any plan to make it available via One? Thank you

        • Zoho Tracking Image location

          So we've been having an issue with tracking email opens. Specifically in Gmail. Our emails are not that long either, maybe 4 sections of image/250 characters of text/button per section.  But all my test accounts I used via Gmail we're showing opens. But then come to find out the tracking image is at the very bottom of the email. So If the message is clipped (It always just clips our social icons on the bottom) and the user doesn't click the show more button it never tracks the open.  Looking at other

        • Creating an invoice to be paid in two installments?

          Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their

        • Zoho Tables is now live in Australia & New Zealand!

          Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

        • Delivery and handling of documents e-stamped using Zoho Sign

          Hello everyone! Zoho Sign makes it easy to pay non judicial stamp duty online and automatically attach the digitally generated e-stamp challan to electronic documents. We also manage the delivery of physical e-stamped papers. We periodically receive these

        • Introducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing

          We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This update

        • Sortie de Zoho TABLE ??

          Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??

        • Drop Down Value

          Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.

        • Zoho CRM's mobile apps: A 2025 Recap

          2025 marked a year of steady progress for Zoho CRM's mobile apps. We rolled out several updates and features to improve usability and make everyday CRM work a lot easier to manage. Here’s a look back at some of the key releases from 2025. Android releases

        • Facebook follower count doesn't match FB Analytics

          Hi all, I am wondering if anyone else has issues with follower counts for Facebook not matching FB's native analytics tool. On the Zoho dashboard, it's showing 1,007, but FB shows 1,060. All the other channels match up. Any insights are much appreciated!

        • Meta and Facebook data report discrepancy

          I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there way

        • Unlocking New Levels: Zoho Payroll's Journey in 2025

          Every year brings its own set of challenges and opportunities to rethink how payroll works across regulations and teams. In 2025, Zoho Payroll continued to evolve with one clear focus: giving businesses more flexibility, clarity, and control as they grow.

        • Can I export all attachments from Zoho CRM?

          Can I export all attachments from Zoho CRM?

        • Community Digest — Noviembre y Diciembre 2025

          ¡Hola, Comunidad de Zoho en Español! Cerramos el año de la mejor forma con nuestro último Community Digest de 2025, donde podrás encontrar las últimas novedades de nuestros productos. ¿Todo listo para empezar 2026 con el mejor pie? ¡Vamos a ello! Zoho

        • Zoho Projects Plus’ 2025- the year we launched

          We’ve been building project management tools for the past 19 years, and a question we often hear is: Different teams in our organization prefer different project management methods; while the development team prefers agile, the marketing and sales teams

        • Zoho Books emails suddenly going to Spam since 11 Nov 2025 (Gmail + now Outlook) — anyone else?

          Hi everyone, We migrated to Zoho Books in July 2025 and everything worked fine until 11 Nov 2025. Since then, Zoho Books system emails are landing in customers’ Spam (first Gmail, and now we’re seeing Outlook/Office 365 also starting to spam them). Impacted

        • How do you print a refund check to customer?

          Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

        • Company Multiple Branch/ Location Accounting

          Hi All, anyone know whether company can maintain their multiple Branch Accounting in Zoho  Books. It will be chart of Accounts & Master Data will be same but different report available as per per Branch. Thanks & regards, Vivek +91 9766906737

        • Zoho Books Invoices Templates

          It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in

        • Email Administrators! Join our tips & troubleshooting series

          Greetings to all the admins out there! This announcement is exclusively for you. As we step into the New Year, we’re excited to start a dedicated series of admin-specific tips curated to support you. These posts will help you overcome everyday challenges

        • Deprecation of the Zoho OAuth connector

          Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector

        • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

          Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn

        • Import Function: ONLY update empty fields

          When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update empty

        • Begin the year with best practices in the Zoho Desk mobile app : Part 2

          In focus: Optimizing collaboration and supervision Let's begin 2026 with Part 2 of our tips series on driving your ticketing operations at your fingertips. In Part 1, we explored streamlining operations within tickets. This helped individuals at Omniserve

        • How to update "Lead Status" to more than 100 records

          Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

        • JWT Token authentication problem that sometimes generates infinite redirect loops

          Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucle

        • ZOHO Work Drive Back Up

          I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?

        • ZOHO Reports - Filter Logic?

          Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark

        • Scanned Doc - selecting Item overwrites Rate

          I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and it

        • Recruit API search

          Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",

        • Saving reading position + Keep screen on

          While Zoho Notebook is excellent for saving and annotating articles, its utility is severely limited by the lack of reading progress synchronization. On the Android app, if a user exits a long note after reading 50%, the app fails to save the position.

        • Next Page