Community Learning Series | Digest #3 - July 2020

Community Learning Series | Digest #3 - July 2020

Dear customers,

We hope you're staying safe and healthy.

We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here.



This time, we have two major updates and three interesting topics for you:

1. Zoho Subscriptions Developer Community

Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate most of their subscription processes. Given the nature of our application, most of you likely use APIs and webhooks to automate your business workflows.

For quite a while, we wanted to provide a central hub for our developer customers so that they can discuss any technical topics. As a first step toward this, we're happy to launch the Zoho Subscriptions Developer Community.

You can use this space to ask questions about any technical aspect of recurring billing—APIs, webhooks, custom functions, you name it!

We've come across a lot of customers who are API experts and know our API documentation very well. If you are one such API enthusiast, this is the place for you! You're able to help other community members by answering questions asked in this space.

This is just the first step in bringing our developer community together. Follow this page, and stay tuned for more interesting updates. If you have some ideas on this front, feel free to share them as comments to this post.

2. Zoho Subscriptions v2.0 (for iOS users)

Last week, we released the latest version of the Zoho Subscriptions iOS app (v2.0). This is much more than a usual app update—it's a complete overhaul. From dark mode to business card scanning, it has everything you asked for. You can find the complete list of new features here.

3. Tips and Tricks

In the previous digest, we looked at automatically cancelling unpaid offline subscriptions beyond the expected payment date. For this edition, we have something that almost every subscription business wants:

Tips and Tricks #3: Sending SMS Reminders for your Subscription Business (Includes step-by-step instructions).

4. Integration Spotlight

This time, we'll focus on one of our most popular ones: the Zoho Subscriptions - Zoho CRM integration.

As most of you know, Zoho CRM is a complete customer relationship management platform that sales and marketing teams can use to nurture customers and build lasting business relationships. Combined with Zoho Subscriptions, you can eliminate organizational silos and keep your sales and finance teams in sync.

With this integration, customer information can flow across the apps seamlessly, and your sales team can view each customer's subscription and plan details right from Zoho CRM. To explore this integration further, you can visit our help guide. If you're already using it, we'd love to know your experience with it. Let us know in the comments.

5. Customer Corner

Meet Chad Sandstedt, the CEO and Co-Founder of TagniFi. Chad's team was initially using Excel to track subscriptions. Recording customer and subscription details, entering payment information and follow-up details—all this had to be done manually.

Eventually, this manual process became too time-consuming and overwhelming. "At one point, our team was spending a significant amount of time invoicing and chasing payments, so they had little time to take care of new customers," Chad said.

Fast-forward a year after using Zoho Subscriptions, Chad recalled: "We no longer worry about our subscription billing, payment collection, or bookkeeping. The seamless integration between Zoho Subscriptions, Zoho Books, and Stripe is a godsend!" Read their complete story here.

Do you recall the first tool you used for your subscription business? What made you switch to Zoho Subscriptions? Drop a comment, and we'd love to feature your story :)

Stay tuned for our next edition of #CommunityDigest!

You can follow us on Twitter, Instagram, or Facebook to stay up to date.

Did you enjoy this month's digest? Would any other information be useful to you? Let us know in the comments, so we can continue to provide the information you're looking for each month.

Until next time,
Harikrishna
Customer Relations | Zoho Subscriptions

    • Sticky Posts

    • Community Learning Series | Digest #5 — September 2020

      Dear customers, We're happy to bring you the September edition of our #CommunityDigest! Keep track of your subscription KPIs right from your smartphone: Last month, we enhanced our Android mobile app to help our customers get daily updates on their business health. We got to know from a lot of customers that this has made their job much more easier because they no longer have to keep a reminder to manually check on the previous day's revenue or activations. If you have not downloaded it yet, here's
    • Community Learning Series | Digest #4 - August 2020

      Dear customers, We hope you're staying safe and healthy. I'm happy to bring you the fourth edition of our #CommunityDigest with some brand-new updates from us. 1. Daily Business Updates (for Android users) The Zoho Subscriptions Android app has got a cool new update: You can now get a push notification to your smartphone that lets you know how many activations and cancellations have taken place, and what's the net revenue for the previous day. The best part is, you can tell the app when exactly you
    • Community Learning Series | Digest #3 - July 2020

      Dear customers, We hope you're staying safe and healthy. We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here. This time, we have two major updates and three interesting topics for you: 1. Zoho Subscriptions Developer Community Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate most
    • Introducing: Community Learning Series | Digest #1 - May 2020

      Dear customers, We hope you are staying safe and healthy. Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series! ​ Welcome to the first edition of our digest! Each edition of our community digest includes guides
    • Recent Topics

    • Zoho Connect Module in Zoho Trident

      Hi I really like where Zoho Trident is going. Having Mail and Cliq in one place is especially powerful. However, Zoho Connect really needs to be included to make this a true communication and collaboration hub. I would like to request that Zoho Connect
    • Zoho FSM API Delete Record

      Hi FSM Team, It would be great if you could delete a record via API. Thank you,
    • Feature enhancement: Highlight rows based on a cell value

      Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw
    • File Field Validation

      Hello all, We are tracking our customer NDA agreements in our CRM and have created 2 fields to do so, an execution date field and a file upload field. I want to create a validation rule to ensure that when the execution date field is populated that the
    • 100 record view limitation

      I have just migrated from another CRM and am starting in ZOHOcrm with over 5000 contacts. It seems that my searches and sorts are limited to 100 live records....or am I missing something. This seems to be very limiting...in a lot of scenarios (mass email,
    • Fillable template with dynamic tables?

      Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figure
    • ZUG Meet-ups are back - Across India (December 2025)

      The Zoho User Group (ZUG) meet-ups are back, and this time, we’re travelling across India to reconnect with our amazing community! From Chennai to Delhi, Bengaluru to Mumbai, we can’t wait to meet you all in person and talk everything Zoho SalesIQ, automation,
    • Categorise Attachments

      We take ID, proof of address, right to work documentation and more.  I can upload a single file in to field, but we often receive multiple files for each category e.g. someone may send a separate file for the front and back of their national ID card.  My team don't have time to manipulate the files in order to upload them as a single file. The options, as far as I can tell, would be to create additional fields on attachments in order to categorise what the file is, or to be able to upload single
    • Scheduling a meeting for just a 1:1 phone call

      My business is B2C and many of my customer's don't want to engage in an online meeting for what can be handled in a regular phone call. I am trying to create a new meeting invitation, but there is no venue optoin for "phone call". How are other's handling
    • Need more details on API Usage Dashboard

      Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there
    • Power of Automation:: Automating SLA Timelines for First Response & Resolution for Issues module.

      Hello Everyone, Ever wished SLAs could update automatically based on issue severity i.e no manual tracking, no missed timelines? That is exactly what one of our customers, Alex, wanted to achieve in the Issues module. So, we have setup a simple automation
    • Finding missing records

      I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve
    • Power of Automation :: Quick way to associate your Projects with Zoho CRM

      A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
    • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

      Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.
    • Tables improvement ideas / features

      Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one
    • 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
    • Move orders scan ISBN

      Hi We have ISBN setup to be searched in items zoho but move orders dissent recognize the ISBN is there q missing configuration? regards, JS
    • What's New - October 2025 | Zoho Backstage

      Hey everyone! We’ve been busy rolling out a host of upgrades for Zoho Backstage. While some major features are still going through final rounds of testing to make your event experience smooth as butter, here’s what was new and improved in October 2025.
    • Zoho Analytics - Feature Request For Time Based Data Source Fetch

      Hi Analytics Team, I have a client using Zoho CRM and they want a weekly report at 4:30pm every Friday, emailed to the sales team showing a pie chart of Closed Won Deals for that week. This is easy to achieve in Analytics but not so easy to ensure the
    • Updating custom fields in Zoho Projects

      Hi I am wondering if anyone has experience with custom fields in Zoho Projects. I am struggling to update the field using either deluge or the api endpoint. My code is: //custom_Map = map(); custom_Map = {"UDF_DOUBLE_1":"0.27"}; update_Map = map(); update_Map.put("custom_fields",custom_Map.toList());
    • Issue in Zoho People Regularization – Incorrect Hour Calculation

      I have noticed that when applying attendance regularization in Zoho People for previous dates, the total working hours are not calculated correctly. For example, even if the check-in is 10:00 AM and check-out is 6:00 PM, the system shows an incorrect
    • Zoho People Attendance Regularization – Wrong Total Hours Displayed

      While using Zoho People, I observed that the attendance regularization is showing wrong total hours when applied to past dates. For example, if a check-in is added at 10:00 AM and check-out at 6:00 PM for a previous date, the system sometimes calculates
    • Add Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)

      Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,
    • AI generated meeting notes associated to Account or Deal

      As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the ability
    • Subform Disabled Fields Should Remain Disabled on Edit/View

      Currently, when we disable a subform field using on user input or on add new row, it works perfectly during the initial data entry. However, when the record is saved and reopened for viewing or editing, these disabled fields become editable again. This
    • 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.
    • Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)

      Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,
    • What is Resolution Time in Business Hours

      HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance
    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
    • Hide "Section" headers when using a form as a subform in "List view"

      When using a form as a subform and setting the "View Type" to "List View" it is not possible to hide the section headers. This can become an issue if I have a section which is not applicable to this subform and I hide the fields within that section and
    • Users Name & Email in Reports

      Hi, I would like to show the Users Name from their Zoho Acount in All Entries/Reports as well as the current Account Email. Thanks Dan
    • Add additional field to quick search results

      IN the advanced search, we can add any field to the columns. In the regular search results (before you press enter, there is no option to modify the results. It would be super useful to include a custom field where it currently displays the pipleine
    • Books API Receiving an Error that Doesn't Make Sense when Creating Credit Note - trying to use 'ignore_auto_number_generation' argument

      Hello, I'm working on a newly created routine and I'm getting an error that doesn't make sense when trying to create a new Credit Note. Here is my POST request. Endpoint: https://www.zohoapis.com/books/v3/creditnotes?organization_id=########## Body:     {
    • Bug Report and Suggestions for Improvement in Zoho Applications

      Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho
    • Need Help: Updating Related Records via Subform Entries in Zoho Creator

      Hi everyone, I’m trying to set up a workflow in Zoho Creator where each row in a subform updates related records in another form automatically. Here’s the situation: My main form (e.g., “Receipts”) contains a subform where each row selects a related record
    • Zoho Desk - Community - Customer Portal - Description Field UX Improvement

      Hi Zoho Desk Team, As a prolific user of Zoho Cares Community, I find it very frustrating that I cannot increase the size of the Description box (this one which I am typing this message). Many apps with multi line text fields have a small handle in the
    • Add the same FROM email to multiple department

      Hi, We have several agents who work with multiple departments and we'd like to be able to select their names on the FROM field (sender), but apparently it's not possible to add a FROM address to multiple departments. Is there any way around this? Thanks.
    • Can I change the format of the buttons in the email templates?

      Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doing
    • Introducing parent-child ticketing in Zoho Desk [Early access]

      Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
    • I NEED MORE CUSTOM FIELDS!!!

      Why can I only have 60 custom fields!  It's not enough.  I want another 100 extra custom fields to do what's necessary for my business!  I'm sure I can't be the only one with this problem!!! How hard would it be to fix this?  Just fix it for me please at least!
    • Next Page