Zoho Community Digest - July 2026 | Part 3

Hi everyone, and welcome back!

Week three of July leans mobile and AI: smarter Zoho Mail on Android and iOS, a redesigned Backstage attendee app, and a run of Q2 roundups from People, Projects, and Sprints. Here's everything new from July 16–24, 2026.

Community Spotlight

Noteworthy contributions from the community this week.

Sakis Oikonomou

Zoho CRM Community

Learn how to build a reusable Deluge function that finds records with COQL and bulk-deletes them in batches of 100 through the CRM API. Perfect for post-import cleanup or clearing out test data at scale.

→ Read How Sakis Built the Bulk-Delete Flow

Paul Pring

Zoho Desk Community

Find out how to automatically associate every support ticket to the right CRM Account without relying on primary or secondary email addresses. Full scripts, workflows, and argument mapping included.

→ Read How Paul Built the Full Integration Pipeline

At a glance

Sales & Marketing

Zoho CRM: Mobile app updates | Advanced Analytics for team modules | Kiosk Studio loops | Scanned tables into subforms

Zoho Bigin: Manage booking pages on Android

Zoho Backstage: Redesigned attendee app | Over-the-air app updates

Email, Storage, and Collaboration

Zoho Mail: iOS spam controls and sender verification | Android email translation | Generate and summarize content using AI

Legal

Zoho Sign: DocuSign template migration

HR

Zoho People: Q2 2026 updates (Zia HR assistant, OKRs, offer letter management)

Service

Zoho Desk: Custom module support on Android

Zoho Bookings: Routing forms for appointment scheduling

Zoho Assist: Admin Mode on iOS, Device Overview, Linux session tools

Project Management

Zoho Projects: Q2 2026 updates | Chrome extension

Zoho Sprints: Q2 2026 updates | Public forms for external feedback

Developer Platform

Zoho Apptics: Reply templates and review automation

Sales & Marketing

Zoho CRM

The mobile app gets smarter on iOS and Android

Several updates landed across iOS and Android this month. Reports are now on iOS with export support, dynamic formula fields on Android always show current values, and multi-select lookup fields now work during Blueprint transitions on both platforms. Check the announcement for the full rundown.

→ See All the Latest Zoho CRM Mobile Updates

Advanced Analytics now covers your team modules too

Zoho CRM's Advanced Analytics now supports team modules, so you can pull team data, notes, and fields directly into your reports and dashboards. Track team productivity, workload distribution, deals closed by team, and customer journeys across the full lifecycle without manual exports or workarounds.

→ Add Your Team Modules to Advanced Analytics in Zoho CRM

Kiosk Studio now supports loops

Kiosk actions used to run one record at a time. Now a loop lets you configure the logic once and run it across multiple records automatically, and you decide when it stops.

→ Build Smarter Kiosk Flows With Loop Functionality

Turn scanned tables into subform entries

Zia Vision's ICR (Intelligent Character Recognition) can now recognize and extract tabulated data from scanned documents and store it directly in your CRM subforms. Think prescription tables, insurance forms, or university applications, anything with rows of data that used to need manual entry.

→ See How ICR Maps Scanned Tables to Subforms in Zoho CRM

Zoho Bigin

Manage your booking pages from Android

You can now create and manage booking pages directly from the Bigin Android app. Set your availability, share the page with customers, and let them book appointments, calls, or meetings on their own time.

→ Manage Booking Pages From the Bigin Android App

Zoho Backstage

The attendee app is completely redesigned

The attendee app has had a top-to-bottom redesign, with a stack of new capabilities. The headliners: a persistent bottom nav with Quick Actions to key sections, a new Briefcase that gathers saved sessions, notes, files, and contacts in one place, and instant contact sharing via badge QR scanning. Available on the Ultimate plan. Check the announcement for the full rundown.

→ Explore the Redesigned Backstage Attendee App

Push instant attendee app updates over the air

Keeping attendees on the latest app version no longer waits on App Store or Play Store reviews. OTA updates for the V3 attendee app push the newest fixes through a simple in-app prompt. Tip: finish planned updates a couple of days before the event and reserve OTA for critical fixes during it.

→ See How Backstage OTA Updates Work

Email, Storage, and Collaboration

Zoho Mail

Smarter spam controls on iOS

The Zoho Mail iOS app now flags potentially harmful emails with warning alerts right in the mail preview. You can block senders on the spot, get alerted when emails contain hidden tracking pixels, unsubscribe from newsletters directly from the mail screen, and tell trusted from unverified senders through color-coded verification icons.

→ See What's New in the Zoho Mail iOS App

Translate emails on the go on Android

The Zoho Mail Android app now translates email content into your preferred language without leaving the app. The email's language is detected automatically, and you can switch the translation language anytime. A banner lets you revert to the original or pick a different language after translating.

→ See How Email Translation Works in Zoho Mail for Android

Generate and summarize emails with AI on Android

Zoho Mail's Android app now lets you generate email content, summarize emails, adjust tone and length, and switch AI vendors, all with bring-your-own-key (BYOK) support. Everything you could do on the web, now on mobile.

→ Generate and Summarize Emails With AI

Legal

Zoho Sign

Move your DocuSign templates over in minutes

Switching e-signature tools usually means rebuilding every template from scratch. Zoho Sign now imports your DocuSign templates directly, preserving document structure, recipient roles, and field placements. Export your templates as a ZIP, import into Zoho Sign, and they convert in one background job, with a status report flagging anything that needs a manual tweak.

→ Migrate Your DocuSign Templates to Zoho Sign

HR

Zoho People

Q2 brings a Zia HR assistant, built-in OKRs, digital offer letters, and more

Zia is now an AI HR assistant in Zoho People, answering queries, pulling workforce insights, and handling routine actions like approvals and reminders in plain language. Built-in OKRs (Objectives and Key Results) let teams define, align, and track goals across the organization. Offer and appointment letter management is now fully digital, from template creation to e-signing and status tracking. The quarter also brought LMS, payroll, and attendance enhancements. Check the announcement for everything new.

→ See Everything New in Zoho People for Q2 2026

Service

Zoho Desk

The Android app gets custom module support

You can now add, edit, and delete custom module records directly from the Zoho Desk Android app. The ticket details screen also shows record counts for sub-modules like Time Entry, Attachments, and Activities up front.

→ See What's New in the Zoho Desk Android App

Zoho Bookings

Guide customers to the right booking page automatically

When you offer multiple services, locations, or specialists, customers often land on the wrong booking page. Routing Forms fix that: collect a few details upfront, then use If/AND/OR rules to send each customer to the right booking page, an external URL, or a custom message. Available on the Premium plan.

→ Set Up Routing Forms in Zoho Bookings

Zoho Assist

Admin Mode mid-session, a device overview dashboard, Linux tools, and custom cursor

Technicians can now elevate to Admin Mode mid-session directly from the iOS app without switching devices. A new Device Overview dashboard shows the full hardware and OS profile the moment you connect. Linux diagnostic tools are now accessible directly from the session, just like Mac and Windows. And custom cursor support syncs the remote cursor's appearance with the viewer for a more natural experience.

→ See All July Updates in Zoho Assist

Project Management

Zoho Projects

Q2 brings a Summary field, WhatsApp alerts, Zia-built modules, and more

Q2 brought several updates focused on flexibility and collaboration. A new Summary field aggregates data from child records for quick high-level metrics without manual tracking. WhatsApp integration sends real-time project notifications to stakeholders using customizable templates. Custom modules can now be built with Zia and accessed on iOS and Android, and a redesigned Users module adds a Customers category and separate portal/client layouts for cleaner user governance. Check the announcement for the full list.

→ See All Q2 Updates in Zoho Projects

The Chrome extension gets a revamp

The revamped Chrome extension brings your projects into the browser without taking up a full tab. Create tasks and issues, log time with a built-in timer, capture screenshots and attach them directly to tasks, switch between portals, and stay on top of notifications, all from a side panel, popup, or floating window without leaving your current page.

→ Try the Revamped Zoho Projects Chrome Extension

Zoho Sprints

Q2 brings capacity planning, a global calendar, Zia Search, and more

Sprint Capacity Planning lets managers assign work based on actual team availability so no one gets overloaded, and you can now export test case and execution data in XLS or CSV for offline or external use. A new calendar in Global View shows all workspace entities on a weekly or monthly timeline, and Zia Search now works across Zoho Sprints, so you can find any work item without digging through individual projects. The update also brings layout rules for releases, custom nested picklists, comment controls, and more. Check the announcement for the full list.

→ See All Q2 Updates in Zoho Sprints

Collect feedback from anyone with public forms

External stakeholders can now submit feature requests, bug reports, or feedback directly into your Zoho Sprints workspace without needing access to it. Create a public form, embed it on your website or share the link, and every submission lands as a work item in the right project automatically.

→ Set Up Public Forms in Zoho Sprints

Developer Platform

Zoho Apptics

Automate your app store review responses

Manually responding to app reviews doesn't scale. Zoho Apptics now has Reply Templates, a central library of reusable responses, and Review Automation to trigger replies automatically based on rules you define, like rating, platform, or app. Automated replies can be rephrased dynamically so responses never feel robotic, and multi-language support means you can reply in the reviewer's language automatically.

→ Automate Your App Review Responses With Zoho Apptics

That's your Part 3 wrap-up. Plenty to explore this week. Drop a comment on what caught your eye, and we'll see you next week for the final edition of July!

New here or missed one? Catch up on Part 1 (July 1–7) and Part 2 (July 8–14).

• Topic Participants

• Swetha S

  

• Sticky Posts

• Zoho Community Digest - July 2026 | Part 1

  Hello everyone! Keeping up with everything across the Zoho ecosystem is a lot, so we're bringing back the Zoho Community Digest, now weekly. Each week we round up the need-to-know announcements from the Zoho Community Forums, four editions a month, so

• Zoho Community Digest : Jan 2026 | Part 1

  Hello Everyone! Staying in the loop with Zoho's latest product updates and features across the vast Zoho Community Forums can be a real challenge. We get it. With over 50+ applications, each with its dedicated forum, it's easy to miss out on important

• Thanksgiving 2022 - Celebrating Zoho Community SuperBuds

  One of the things we love most about our Zoho User Community is how readily our users help each other out, and share their Zoho and business knowledge. Be it the community forums, the virtual and in-person meetups, or Zoholics, it's been heart-warming

• ZOHO-20 to fight COVID-19

  While the world economy is taking a hit, we, at Zoho, are doing our bit to help small businesses come out of this crisis. Here are all the programs and packages offered by Zoho to fight Covid-19. 1. ESAP: The Small Business Emergency Subscription Assistance Program (ESAP) gives our severely impacted small business customers access to Zoho software they currently use, free for three months. All Zoho customers with 25 employees or fewer who have been severely impacted by the coronavirus-related downturn

• ​Issues with Forum posts approval in Zoho Community

  Hi All, Issue: Some of you have reported that the posts/comments made today are going for moderation. The issue started few hours ago, and the behaviour was reported in CRM and Creator Forums by a few customers/partners. We were able to see the same problem in a few other product forums too. How it impacts you: Don't worry if you find that your posts and comments are stuck in moderation. Your posts/comments are safe. Please don't duplicate them. We're keeping a tab on the development and approving

• Recent Topics

• GEO and Zoho Desk

  Has anyone done anything with GEO (generative engine optimization) and zoho desk KB? Are there any plans from Zoho on adding the ability in inject GEO scripts in KB Articles?

• How to add custom lookup-type field to meeting module form in Zoho CRM

  We need to have a lookup field to a custom module's record in Zoho CRM. But it appears that look-up fields are not enabled in Meetings/Events module in Zoho CRM. How do I design/implement a custom look-up type field that will lookup records from custom

• AI-Powered Automation for Repetitive Tasks

  Incorporating AI into Zoho People can streamline and automate repetitive administrative tasks, boosting productivity and efficiency. Automate Data Entry: Use AI to auto-capture and input data from emails and forms, reducing errors. Schedule Management:

• Rotate an Image in Workdrive Image Editor

  I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload

• [IDEA] Bring Layout - Conditional Rules and Client Scripts to Zoho Books

  The problem We run Zoho Books with two e-invoicing integrations: myData (Greek tax authority, AADE) and PEPPOL (EU e-invoicing). Between the two, our Invoice form carries a large number of custom fields — document type codes, VAT exemption categories,

• Last four Digit field in Zoho Payment Received

  One of our client's payment received doc has Notes, Last four digit and Transaction ID fields set, I couldn't find api parameter for these fields in the documentation... when I checked the site, it's not custom fields as well. where do i find it, any

• Automatically remove commas

  Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom

• Show my cost or profit while creating estimate

  Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .

• Admin Logging in as another User

  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early

• Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

  Hello everyone, Availability: This feature is now available for all users. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built to guide our teams through form-filling by showing the right information to the

• Previewing attachments in email composer (Zoho CRM)

  When I am sending an email from a contact's record, when I am in the compose email screen, if I add an attachment to the email, I cannot then click on the attachment to view it to see if it is in fact the correct attachment before sending. In Outlook I can do this. Can you please look into incorporating this into future updates?   Thank you, Bianca.

• Lookups and Custom Modules

  I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationship

• can't access zoho account

  I can't log in to my zoho account, can you help me

• Auto sync Photo storage

  Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks

• Has anyone integrated Zoho with Go High Level (GHL)? Looking for guidance

  Hi everyone, I’m exploring the possibility of integrating Zoho applications with Go High Level (GHL) and wanted to check if anyone in the community has experience with this. Specifically, I’m interested in understanding: Whether a direct integration is

• Updating Unit Code for New Item Creation, Quote and Invoicing is so inconvenient

  The Zoho Team has implemented many updates, but these updates should be optional. Before rolling out any new feature, they should already have a solution in place that allows users to remove or disable it if they choose not to use it. Just yesterday,

• Item/service subtotal

  Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature

• The reason I switched away from Zoho Notebook

  My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital

• I want to prefill CRM Account information using the GSTIN of the Customer

  Currently i need to add account details manually in zoho crm and when it syncs in zoho books manual working needs to be done. Whereas in zoho books i can prefill the customer details using the GSTIN which is great feature. Can the same be enabled for

• #5 Is This Actually The Right Tool For Me?

  Day 5: Before Meera brought six months of business history into Zoho Invoice, she stopped and asked herself a very sensible question: Is this actually the right tool for me? It is much easier to ask that now than after moving all your data. The Usual

• Timesheet entry and comment on the actual timesheet

  Dear madam/sir, It would be really helpful if we could add an option to comment on a specific timesheet entry, after the employee logs a time-log. Would that be possible in the future? Or can you suggest another way to do this?

• OpenAI Is Moving to the Responses API: Here's What It Means for SalesIQ

  OpenAI has deprecated its Assistants API and is moving to the Responses API. If you're using OpenAI Assistants with SalesIQ, you may be wondering if you need to make any changes to your existing setup. You don't. SalesIQ has already taken care of the

• Need Native Support for docx files in Zoho Writer

  Absolutely love Zoho Writer, but often need to share files by email with people who are in the Office ecosystem. Downloading a file as docx, then sending it by email, getting the comments back, converting it to Zoho format, editing it, then converting

• CRM integration issues

  hi Just start testing Campaigns. Read up on up on these issues but can not find an answer. I am super admin. 1) its only showing 1002 contacts, I have a 2500 plan which is confirmed in dashboard. I says it sync'd 1400. I've looked at missing contacts,

• What's New in Zoho Expense: Integrated Business Travel and AI-Powered Expense Management

  This release brings a wide range of updates across Zoho Expense, including new AI-powered capabilities, enhancements to corporate cards, expense management, audits, and more. Keep reading to know how the new updates can transform your travel and expense

• ChatGPT Plugin / MCP Server auth error

  Hi all I'm trying to connect the ChatGPT plugin for Zoho CRM but after username stage of the auth process, I get this error from the URL https://mcp.zoho.eu/mcp-client/ {"error_description":"Invalid request url, Request is not as per defined in oauth

• Project Management Platforms for AI Agents: What Matters Most?

  Zoho Projects is already going beyond basic AI assistance with MCP, AI Bridge, and integrations that let AI models access project data and perform actions. That raises an interesting question: what should a project management platform for AI agents actually

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• Sync workdrive feature inside ZohoCRM

  Hi, I'm exploring the new workdrive/ZohoCRM connector released by Zoho to replace the free extension workdriveforCRM which is decomissioned https://marketplace.zoho.com/app/crm/zoho-workdrive-for-zoho-crm I'm rather upset with this long awaited feature,

• Adding Custom Status Options in Work Order Action Menu

  Hello FSM Team, We would like to inquire if it is possible to add more custom options in the Work Order action/status dropdown (e.g., Cancel, Terminate, Non-Billable, Void, etc.). Currently, the available options are limited, and we are unable to customize

• Timesheet Task Icons

  In the image below which shows the task field drop down when creating a timesheet against a project and task. What do the icons mean the the right side column against each task? I can't find any documentation or guide that explains what the no entry sign,

• Open Records in a New Browser Tab

  Hi FSM Team, Just a suggestion: It would be helpful to have a right-click → Open in New Tab option in FSM, similar to CRM. This should ideally work for any clickable record or module, allowing users to open multiple records in separate tabs without losing

• Facturation électronique 2026 - obligation dès le 1er septembre 2026

  Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

• Marketing Tip #18: Make your online store mobile-friendly to improve traffic

  Most online shoppers browse on their phones first. If your store is hard to read, slow to load, or tricky to navigate on mobile, they’ll bounce fast. A mobile-friendly store doesn’t just look nice; it improves engagement, reduces drop-offs, and helps

• Cannot add note to record on mobile

  In the latest version of the mobile app - if a record already has notes associated with it - you can add a note via the mobile app - if a record does not have previous notes there is no way to add a new one - it allows me only to send email

• Dashboards for Customers

  Is it possible to build dashboards for each customers in the community for their tickets?

• Custom color coding for your entities

  Our brains are fine tuned to recognize colors before any text or shapes, making color coding a powerful tool to organize data and find items quickly. Color coding of our day-to-day work help with quickly processing the information, reducing cognitive

• The Social Wall: August 2026

  Hello everyone. Welcome to the August 2026 edition of The Social Wall. This month, we're bringing you updates that make it easier to reach your audience, manage more channels, and streamline your publishing workflow. Here’s what’s new. WhatsApp bulk messaging

• Check out in Meetings

  Why there is no check out in Meetings of Zoho CRM, very difficult to track

• How do I get to "Admin Panel"

  I just started a Cliq account. I am the sole administrator. As I read the documentation, I keep seeing reference to an "Admin Panel". I see no way to access this from my Cliq account. How do I access this panel?

• Next Page