Zoho Community Digest - August 2026| Part 3

Zoho Community Digest - August 2026| Part 3



Hi everyone, and welcome back!

Zoho Desk had a big week with six updates spanning Guided Conversations, instant messaging, and the Radar app. Zoho CRM redesigns the Functions experience, Bigin gets three new capabilities including a Related Products topping, and Cliq 7.0 lands with a focus on accessibility. Here's everything from August 16–23, 2026.


Community Spotlight

Noteworthy contributions from the community this week.
Qscript Software Pvt Ltd
Zoho CRM Community
Added a custom File Upload field and found it missing from the During tab in Blueprints? Qscript shared a neat way around it: under Associated Items, check Attachments and mark it mandatory, so the transition can't complete without a document.
Sean Clark
Zoho Creator Community
Deluge function hitting the statement limit? Sean Clark pinned it on nested loops and offered two ways out: cut the statements inside the loop, or split the work into chunks that each run in their own container. His example replaces row-by-row iteration with a fetch and a single update block, doing the same job in a fraction of the statements.

At a glance

Sales & Marketing

Zoho CRM: Redesigned Functions experience | Four dashboard improvements
Zoho Bigin: Related Products topping | Bulk import for associated products | WhatsApp templates on Android
Zoho Webinar: MCP server for AI-powered webinar management

Service

Zoho Desk: Five Guided Conversations updates | Password-protected backups | Three IM updates | Shared WhatsApp number and 1,000 templates | Two new IM APIs | Radar app updates

Email, Storage, and Collaboration

Zoho Cliq: Cliq 7.0
Zoho Workplace: July 2026 updates across Mail, Writer, Show, Connect, and Calendar

Sales & Marketing

Zoho CRM

A redesigned Functions experience
Each function now has its own workspace to monitor performance, track associations, debug issues, and review revision history in one place. The Functions tab lets you sort, filter, tag, and save custom views, so finding the right function takes seconds. Python joins Deluge, Java, and Node.js as a supported runtime, and built-in Analytics shows invocations, success rates, and credit consumption across a 30-day window. It's rolling out in phases over the next couple of weeks.
Four dashboard improvements
Funnel components now support drill-down, so clicking a stage opens the records behind it. Duration is no longer mandatory for KPIs, Target Meters, Funnels, and Comparators, so you can build those components across your entire dataset instead of a fixed date range. Date filters pick up Before and After operators for cleaner milestone-based filtering, and week groupings now show start and end dates instead of week numbers, so charts are easier to read. Rolling out in phases.

Zoho Bigin

Stop jumping between deals to find product history
Before a customer call, knowing what a contact or company has been quoted or sold usually meant opening deal after deal. Install the new Related Products topping and it pulls every product from all associated deals into a single view on the contact or company record, with consolidated totals by default and a deal-level breakdown when you need to dig deeper.
Import associated products in one go
If you're migrating sales data into Bigin, importing pipeline records without their associated products leaves every deal incomplete. You can now import associated products in bulk and link them to existing pipeline records in a single operation, adding new ones, updating existing ones, or both. You'll need import permissions.
WhatsApp templates and quick replies on Android
Bigin's Android app can now send WhatsApp template messages and quick replies, so you can respond to customer conversations on the go. Templates carry rich media, call-to-action buttons, and instant reply options, and quick replies can be edited before sending to personalize them. You can also swipe right to reply to a specific message in a chat.

Zoho Webinar

Run your entire webinar workflow through an AI agent
Zoho Webinar now connects to MCP (Model Context Protocol) compatible AI clients like Claude, ChatGPT, and Cursor, letting an AI agent act on your account rather than just advise. Create, update, and delete sessions with timezone-aware scheduling, add and approve registrants, and pull attendance reports covering who showed up, for how long, and at what engagement level, all through plain-language prompts. Ask for last week's average watch duration and you get it, without opening a dashboard.

Service

Zoho Desk

Five updates for Guided Conversations
Manage multiple language versions of a flow from one configuration, with 17 new languages now supported. Capture a customer's first message so a flow can route them without asking them to explain again, which works nicely with WhatsApp QR codes pointing at different purposes. Give your widget a gradient background for a closer brand fit. Admins can track every flow change in the Audit Log, and the Webhook Block now handles file-type responses from external services.
Password-protect your backups and exports
Backup and export files carry the same sensitive data as your live system. Zoho Desk now lets you encrypt those files with a password before they leave the platform, so only authorized users can open them. Note that only the person who set the password can view it afterwards, so it's worth recording somewhere your team can reach.
Three new ways to manage instant messaging
You can now transfer IM tickets across departments, so a conversation that starts with Support can move to Logistics or Products, individually or in bulk. Worth knowing that the ticket becomes a new ticket in the receiving department, resetting to Open and picking up that department's SLAs rather than the original's. Fall-back to Default moves a resolved or inactive ticket back to your default status when a customer replies, so new messages don't sit unnoticed. And IM activity is now in the Audit Log, giving admins visibility into agent availability changes across channels.
One WhatsApp number across multiple Zoho services, plus 1,000 templates
You can now share a single WhatsApp Business number across multiple Zoho services, so sales and support stay connected to the same customer conversation instead of asking customers to use different numbers. Each connected service sees the conversation timeline even when it started elsewhere. Note that whichever service configures the number first becomes the parent and controls the automation for it, including chatbots, auto-replies, and outbound notifications. Separately, the template limit has risen to 1,000 per account, giving teams more room across languages, journeys, and workflows.
Two new IM APIs for developers
The Update an IM Session API assigns sessions to agents or bots and updates their status programmatically, which makes bot-to-agent handoffs and keeping status in sync with another system straightforward. The Get Applied Canned Message API retrieves a template with contact information already filled in, and in the language you need, so personalized responses can be automated without handling placeholders separately.
Contacts, custom modules, and Audit Log come to Radar
Radar now brings more of your help desk onto mobile. Contacts, Accounts, and Activities are available as main cards, so the customer context behind a ticket is there when you need it, with views, filters, and activity details like calls and tasks. Your custom modules can be added from the Radar Store, putting business-specific data a tap away. And admins get the Audit Log in Radar, covering workflows, agents, departments, and records, filtered by date or action type.

Email, Storage, and Collaboration

Zoho Cliq

Live captions, Sign Language Mode, and more in Cliq 7.0
Meetings now have live captions and a Sign Language Mode that keeps the interpreter pinned no matter who's speaking, with accessibility aligned to Web Content Accessibility Guidelines (WCAG) 2.0. Client users let you bring an external collaborator into specific channels without exposing the rest of your workspace, and AI is now off by default, with admins choosing which model to enable. There's a great deal more in the full release, from hashtags and advanced search to a no-code Flow Builder for bots.

Zoho Workplace

July updates across the Workplace suite
Zoho Mail picks up Web Tabs, so you can open external tools without leaving your inbox, and BIMI (Brand Indicators for Message Identification) support on iOS displays verified brand logos alongside authenticated emails. Zoho Writer gets conditional sections for personalized merge documents and a Zoho Checkout integration that adds a Pay Now link to generated documents. Zoho Show adds MP4 export on Android and offline editing on iOS and macOS, and Zoho Calendar has a new Tool Finder for discovering its MCP capabilities, plus approvals for resource bookings. There's more across Cliq and Connect in the full post.

That's your August Part 3 wrap-up. Which update stood out for you this week? Drop a comment and let us know, and we'll see you next week!
Missed an edition? Catch up on Part 1 (August 1–7) and Part 2 (August 8–15).


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Zoho Community Digest - September 2026 | Part 3

            Hi everyone, and welcome back! Zoho CRM launches PRM for partner management, Bigin builds this year's Apple AI updates into the app, and Snapchat is now a connected channel in Zoho Social. There are also three notices worth reading, including WhatsApp
          • Zoho Community Digest - September 2026 | Part 2

            Hi everyone, and welcome back! This week brings a mix of new capabilities and a few important notices. Zoho Expense lands a major release with integrated travel booking and AI features, Zoho Forms introduces Smart Fields for instant calculations, and
          • 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 CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • CRM Address Field - States with Countries in brackets

                                    Hi, Could you please remove the country in brackets from the Global State List, or at least allow us to edit these entries? It looks like the brackets were added during the initial data population, perhaps by someone building the list in a spreadsheet
                                  • What's New in Zoho Inventory | July & August 2026

                                    Hello users, The July and August 2026 releases bring a range of new features and improvements across the product. From the Nigeria Edition and Super Admin enhancements to Sri Lanka IRD-compliant invoicing, Loyalty Program Management, and improvements
                                  • What is the difference between "Reply" and "Public Comment" in a ticket?

                                    Hey, my company is thinking about switching to Zoho Desk but we do not understand the difference between the "Reply" and the "Public Comment" feature. When should we use which? And why? What is the difference between them? Thank you for your help! Kindest
                                  • Forms data export bug

                                    The export csv with a password has changed for the worst. It is less secure by not allowing complex passwords. Just last week and the last year (at least) I was able to use a complex, secure password. Export CSV moreover doesn't even work if I use a simple
                                  • Comments Vs. Replies

                                    I'm curious as to the difference between a "Reply" and a "Comment" on a ticket. It appears that "Replies" are what's used to determine response time SLA's and there are also used to automatically re-open tickets. I'm just trying to understand the key differences so I can educate both our clientele and our back-end users on which function/feature to use to better improve the ticket lifecycle. If anyone has any insight it would be appreciated. Thanks!
                                  • Fax and email questions

                                    Does Zoho offer faxing capability? If so, how to do it? And, why is has my email inbox stopped in 2019? There are no more emails since then. Also if I delete all of those emails, will they delete it from my gmail account (I'm linked to a gmail email address).
                                  • Create a single record from multiple images with ICR

                                    Hello all, Zia's Intelligent Character Recognition can now create a single record from multiple images. Users can upload up to three images at once, such as an ID, a passport, and a business card, and Zia will extract the relevant information from all
                                  • How to present an Analytic on a CRM dashboard and filter it on loginuser id

                                    How to present an Analytic on a CRM dashboard and filter it on loginuser id? I want to display an Analytics pivot table (as a widget) on a CRM dashboard and have the pivot filtered on the loginuser. I want additional user-filters available, such as date,
                                  • CNIL - Suivi de Pixel

                                    Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant
                                  • Convert MBOX to PST File Using Free Methods

                                    MBOX is a mailbox format that is used by various email clients and services, such as Thunderbird, Apple Mail, Eudora, and Google Takeout. Yet, in order to be able to open your MBOX emails in Microsoft Outlook, you have to convert them from MBOX to PST
                                  • Live connection to DS files in Zoho Creator / ChatGPT

                                    As an idea, we are using ChatGPT to build with Zoho Creator (outside of Zia), which is works brilliantly to assist write deluge, provide test suggesitons etc. Currently we are uploading the DS files which are very point in time, it would be great to have
                                  • Setting default From address when replying to request

                                    At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com. The first two are really internal address that should never be seen by the customer and
                                  • Zoho Payroll: Product Updates - Q3, FY2026

                                    Over the past quarter, Zoho Payroll has added several updates to make payroll easier to process, configure, and manage. The most notable improvements cover bank integrations, reimbursement support, payslip enhancements, employee exit documentation, payroll
                                  • Convert OLM to PST on Mac and Windows Using Free Methods

                                    When your Outlook for Mac data is stored in an OLM file and you want to use it with Outlook for Windows, the simplest approach to transfer your emails and other mailbox information is to convert the OLM file to a PST file. OLM is primarily associated
                                  • Add Payment Information (like Bank details)

                                    I am using the Free plan of Zoho Books. I need to add the bank details/ UPI details on the invoice. How can I do that. I have added the details in the Bank Section.
                                  • Placeholders for Multi-Level Discount

                                    I am using custom templates for Invoices and all other modules. Since i have activated multi-level discount (an early-access feature from zoho) "discount at line-item and transaction level", I need placeholders for using them in my custom templates. With
                                  • Running Balance

                                    Please add automatically Running balance in ledger view. Taking lot of time, every time to add manually
                                  • Accounting on the Go Series-47: Effortless GSTIN Management- Auto Populate TaxPayer Details in Zoho Books Mobile App

                                    Hello everyone, Welcome back! Today, we're focusing on a feature specifically designed for our Indian users in the Zoho Books-Indian edition, particularly those who deal with GST compliance regularly. We understand the importance of accurate and efficient
                                  • URGENT: Stalled DC Migration >72 Hours - Records Locked [Ticket #: 167813877

                                    The DC migration was started on 1st October at 6 pm and we were informed migration period as 48 hours but even after more than 72 hours, the migration seems still in progress. We sent two emails to check the status but no responses. We need the migration
                                  • Zoho Webinar - Sharing System Audio (NOT AVAILABLE)

                                    Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applications
                                  • Cash Recipt

                                    You can not receive cash more than 10000 from one party in a day and two lakh in a year. In statement you can't differentiate cash or bank receipt. zoho does not support this
                                  • Need to set workflow or journey wait time (time delay) in minutes, not hours

                                    Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer
                                  • Concern Regarding Stock Validation in Inventory Management

                                    Hi Zoho Team, We would like to highlight a concern regarding stock validation in the inventory system. As per standard inventory management practices, if the stock level is zero, the system should not allow users to create a shipment, packing slip, or
                                  • Change from OST to PST on Windows 10/11 Using Free Method

                                    There is an advantage in converting OST files to PST format if you need to access your Outlook data on a different computer, want to keep a local copy, or are trying to recover items from an old Outlook profile. The good point is that users of Windows
                                  • Meet PageHealth by Zoho PageSense: a free way to find out what's holding your page back

                                    We all know the feeling. You've spent days tweaking headlines, moving buttons, and rewriting copy, and you're still not sure why visitors aren't sticking around. Revamping your website is hard, and figuring out what's actually getting in the way is even
                                  • Important: Whitelist new proxy outgoing IPs for IN, SA, and UAE data centers

                                    Hello everyone, We're expanding the pool of proxy outgoing IP addresses for our IN, SA, and UAE data centers by introducing new IPs alongside the existing ones. This helps ensure high availability, optimal load distribution, and redundancy for outgoing
                                  • Zoho Flow Custom Function Issue

                                    I have a use case where I will be needing to post data to a wordpress site. Specifically to a custom post type with a bunch of ACF fields. I have setup trigger event correctly for Tookan and can receive data from the webhook. In order to post the data
                                  • How to Open .mbox file in Gmail with Attachments?

                                    Gmail offer users to backup INBOX folder in .mbox file format via Google Takeout Feature. Howver there is no such option to Restore Gmail MBOX. Thus I would like to suggest you to choose an alternate approach i.e. MBOX to Gmail Wizard. This utility will open .mbox file in Gmail with attachments.  Steps to open MBOX file in Gmail are; Run MBOX to Gmail Wizard Click Add File and add .mbox file. Enter your Gmail login credentials. Click Convert button. Finished! This is how you can open MBOX file in
                                  • Custom Validation for On Duty

                                    Hi Team, We would like to have custom validation support for the On Duty form in the Attendance module. We need to apply some restrictions, such as: Limit the number of On Duty requests per month. Restrict On Duty requests on selected days. Allow employees
                                  • Integrating FaceBook Ads into MarketingHub

                                    I would like to track the clicks from a FB Ad campaign into my website via marketinghub.  I cannot currently add a MH form directly to my FB page, as I receive an error telling me I need at least 2000 subscribers on FB to be allows to do that (yikes!) What is the best way to set up MH so I can track which FB are converting well?  I know I can reach the FB reports directly, but these do not track conversions from the MH forms on my website. Best regards, Joe
                                  • Migration from GoDaddy to Zohomail

                                    Hi All, I am trying to migrate all the emails from Go Daddy to zohomail account using the migration tool. i tried with imap method, its not working. when i try it with pop method, then only the emails from the go daddy account inbox ( not other folders), is getting transferred, how can i transfer all the folders in the email account from go daddy to zoho. and also the emails which are coming from go daddy are like new unread emails ( is there any where i can differentiate from read and unread emails)
                                  • How do I migrate from Office 365 to Zoho Mail?

                                    Check out Advik Email Migration Wizard, this software is specially developed to move mailboxes from Office 365 to Zoho Webmail. In addition you can migrate from Gmail, Yahoo, Rediffmail and 80+ webmail servers to ZOHO MAIL. Isn't it amazing? This is an all in one email migration solution. Steps to export emails from Office 365 to Zoho Webmail are as follows; Run Advik Email Migration Tool in your system. Select Office 365 as source and enter its login credentials. Select mailbox folders and choose
                                  • How to Backup Zoho to PST?

                                    I'm looking for a simple way to backup Zoho Mail emails to PST format. I tried the IMAP method with Outlook, but it seems slow and complicated for large mailboxes. I need a solution that can: Export Zoho emails to PST Preserve attachments and folder hierarchy
                                  • Shopify connector – product cost ("Cost per item") not synced, so COGS/gross margin can't be calculated

                                    Hi Zoho Analytics team, I use the native Shopify connector in Zoho Analytics (cloud) to build reporting dashboards for Shopify stores. As far as I can tell, the connector does not sync product cost, so there's no way to calculate Cost of Goods Sold (COGS),
                                  • Zoho Sprints - Q3 Updates for 2026

                                    Another quarter, another set of productive features. This time our focus was mainly to simplify in-app navigations and control all your work related activities within Zoho Sprints. We delivered 7 major features and 9 enhancements, which include Zoho Sprints
                                  • Which Zoho CRM tasks would you want an AI assistant to handle?

                                    I’ve started delegating my Zoho CRM work to AI – and many tasks now take me half the time. It has been so useful that we’re now working to make it available to everyone. Instead of clicking through records and tabs, I simply describe what needs to be
                                  • The Social Wall: August 2024

                                    Hi everyone, We're thrilled to bring you the latest updates, features, and improvements to help you get the most out of Zoho Social. Let's see what was new for us at Social in August. Post documents on LinkedIn You can now reach a lot more people and
                                  • Free PST Password Recovery Tool

                                    Recoveryfix PST Password Recovery is a specialized standalone utility designed to instantly unlock encrypted Microsoft Outlook PST files . It provides an efficient way to recover, reset, or entirely remove passwords when access credentials are lost or
                                  • How can I add a Custom Field (or Customer_name) to a picklist?

                                    Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.
                                  • Cash Flow Statement : Direct Method

                                    I can not see how can I see the cash flow statement using direct method. AS 3 recommends two formats of cash flow statement. The indirect method is there on Zoho but there report in Direct method. How can I see that by Direct method.
                                  • Next Page