Zoho Community Digest Jan 2026 Part 1

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 developments.

That's why we're thrilled to introduce the Zoho Community Digest, your go-to source to get ahead of the curve in a few minutes! Every two weeks, we'll provide you with need-to-know updates from across the various Zoho product Forums, making it easier to stay informed about what's happening in the Zoho Community.

So, what are you waiting for? Discover the latest updates!


This edition also brings you a special 2025 Year-End Roundup from across the Zoho ecosystem. Catch the biggest moments of 2025 from Zoho CRM, explore Bigin’s milestone releases and 2026 roadmap, and get a panoramic view of how these products evolved over the past year. Additionally, we've included summary highlights for Zoho Sprints, Zoho Projects Plus and Zoho Social, along with dedicated year-end updates for Zoho Desk and the Zoho Desk Mobile app.




Zoho One:

Zoho One enters 2026 with the major ZO25 Refresh, introducing a cleaner Spaces UI with a universal Action Panel for cross-app tasks and a redesigned Dashboard 2.0. A standout addition is the highly anticipated Unified Client Portal, which finally brings all customer interactions from invoices to support tickets into one centralized and secure login. The update also adds Quick Nav for ecosystem-wide search alongside powerful admin tools like multi-user app assignment, BYOK security, anomaly detection, and more. Dive into the full post to take the complete upgrade tour and see these features in action.




Zoho CRM:

The Zoho CRM Community Digest brings key highlights from the community, including product updates, Kaizen posts, developer discussions and practical solutions shared by members and experts. Highlights include features like Map View, Zia's Formula Expression Generator, VoC Enhancement and improved email customization, along with discussions covering task reminders,COQL queries, and workflow automation. Dive into the digest post to explore these updates and community highlights

Bigin:

Bigin’s Products module now supports full workflow automation, helping teams eliminate repetitive manual updates and react faster to stock changes. Instantly automate alerts, field updates, and record assignments based on custom triggers like low inventory levels. The update also introduces a dedicated product Timeline to track every data change in one clean view, and Tasks support for managing follow-up activities. Explore this post to see how these enhancements can strengthen your product operations.




Zoho Workplace:

Trident for Mac now adds deeper inbox security with quarantined email control, sender blocking, spy-pixel detection, and smart warnings for suspicious emails. These updates help admins and users stay protected against phishing and unwanted tracking. The addition of admin-level quarantine reviews further streamlines how organizations handle potential threats.Dive into the full post to explore how each safeguard works in detail.

Zoho Mail:

You can now set different out-of-office responses for internal teammates and external contacts, and also control how often auto-replies are sent to the same recipient with customizable response intervals. Update the Zoho Mail app to the latest version to access these granular messaging options, Check out the full post to see how this gives you better control over your away messages.

The Zoho Mail Android app now brings smoother calendar management with handy enhancements. You can drag and drop events to reschedule, quickly extend or shorten duration with circle handles, and enjoy a refreshed add/edit event UI. The update also adds support for multiple reminders, custom recurrence patterns, flexible deletion of recurring events, and easy meeting setup with Zoho Meeting, Zoom, or Microsoft Teams. Update the app to explore these new features and checkout the full post for more details.

Zoho Sheet

Zoho Sheet rolls out new ways to collect, organize, and collaborate on data. These include multi-select picklists, built-in forms, approval workflows, final-version locking, richer email notifications, and bigger sheet limits. Together, these updates make spreadsheets easier to manage and more collaboration-friendly. Explore the post to see how each feature fits into your workflow.




Zoho Sign:

Zoho Sign now handles the delivery of physical e-stamped papers received from its integration partner. These documents are couriered every three months to the mailing address configured in your Zoho Sign account. To avoid delivery issues or loss of documents, ensure your contact and address details are up to date in your account settings. Read the post to understand delivery timelines and what happens if papers go undelivered.

This update brings smoother cross-border identity verification and stronger recognition of electronic signatures across Europe. Zoho Sign supports eIDAS 2.0 through partnerships with Qualified Trust Service Providers to offer qualified e-signatures, ensuring your documents carry the same legal weight as handwritten ones. The update also includes country-specific legality resources to help you navigate local requirements. Take a quick look at the full post to see what’s changed and how it affects your signing workflows.

Zoho Sign now offers a Sandbox environment that lets admins safely test document workflows and automations before moving them to production. Available on request for the Enterprise edition, the isolated setup provides a dedicated space to experiment without any risk to your live data. Check out the full post to learn how to set up and start using the Zoho Sign Sandbox to refine your signing process.

Zoho Contracts:

Contract requests just got a whole lot easier. With Intake Forms, teams can raise structured contract requests through a simple form, ending the need for back-and-forth emails. Submissions automatically create the contract, generate the document, and notify the right owner instantly. Dive into the full post to see how Intake Forms streamline contract intake from request to creation.




Zoho Projects:

Zoho Projects is now officially integrated with Microsoft Intune, bringing enterprise-grade security and management to your mobile workflows. With Intune MAM support, IT admins can enforce tighter controls like restricting file uploads and sharing to approved apps, managing cut/copy/paste access, and enabling app lock for extra protection. The app is now listed as an Intune Partner App. Check out the full post to explore everything this integration unlocks.




Zoho Desk:

Zoho Desk now connects with Zoom Meeting, giving support teams an instant path from ticket to real-time conversation. Agents can launch or schedule Zoom calls right inside a ticket, collaborate on complex issues, and guide customers through detailed troubleshooting without switching apps. Every meeting is automatically logged with duration, participants, and recording links, helping teams maintain a clear communication history and deliver more personalized support. Take a look at the full post to see how this integration elevates customer collaboration.

User mapping in Sandbox is now smarter when copying agents from the production environment. If the same role and profile exist, users retain them automatically. If not, they’re mapped to default roles to ensure uninterrupted access. This helps Sandbox closely reflect production and reduces manual reassignment. Dive into the full post to understand how the new mapping works and what changed after January 2, 2026.

The latest Zoho Desk Android update introduces a new table view for the All Departments ticket list, with column-wise sorting for faster scanning. You can also now use custom buttons directly from mobile, bringing web actions to your on-the-go support workflows. Explore the full post to see how these updates improve mobile ticket handling and keep your support team productive.

Zoho Bookings:

You can now personalize your Zoho Bookings pages using Custom CSS to match your brand’s design. Upload your own CSS to style fonts, colors, spacing, and layouts, with the same look applied even when pages are embedded on your website. Dive into the full post to see how to style your booking pages your way




Zoho Flow:

Zoho Flow now supports SAP Business One, making it easier to automate workflows between SAP B1 and your connected apps without custom code. Teams can streamline routine processes and reduce manual effort across systems. Explore the post to see supported actions, use cases, and setup details.

Zoho Creator:

Zoho Creator has enhanced the Developer Console with trial and subscription licensing for privately shared apps, giving developers better control over app distribution. It also adds environment support for installed apps, allowing clients to perform safer testing in staging environments before publishing to production. Take a look at the post to learn more.


That's a wrap! We'd love to hear from you!

Which of these updates or year-end highlights is the biggest game-changer for you? Drop a comment below and let us know.

We hope these updates help you get the most out of your Zoho tools. Keep an eye out for our next edition, where we’ll dive into the second half of January’s releases.


    • Sticky Posts

    • 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

    • Severity high! Please change the URL of published forms.

      We are facing some issues with our domain zohopublic.com, as it has been blocked by our registrar. We are diligently working with them to resolve the issue. As an interim measure, we request you to use zohopublic1.com, instead. If you are using Zoho Creator or Zoho Forms, please edit the embed code and change the domain to creator.zohopublic1.com for Zoho Creator and forms.zohopublic1.com for Zoho Forms. If you are using Zoho Survey, you will have to re-send the survey link to the participants. We

    Nederlandse Hulpbronnen


      • Recent Topics

      • test environment

        Hello, we want to know if Zho expense has test environment to set up new rules etc.

      • Bank Feeds

        Since Friday my bank feeds wont work. I have refreshed feeds, deactivate and reactivate and nothing is working

      • Using Email Triggers on Zoho Flow

        Hello, I'm sending the email to create the variables as this article says: https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/email-trigger#How_email_trigger_works But the collection of the variables only seems to work when the

      • How can I transfer data from Production to Development environment?

        Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?

      • Zoho Analytics: Clarification on Email Schedule Limits in Basic Plan

        Hi Team, I have a question regarding the email scheduling limits in the Zoho Analytics Basic Plan. The plan shows that I can create 4 email schedules. However, I understand that schedule consumption is calculated based on recipients (i.e., 1 schedule

      • Exporting All Custom Functions in ZohoCRM

        Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any way

      • Printing invoices using templates

        Hello. I have a sales application and i need to print invoices, delivery ntoes etc and i'm trying to use the record template feature which allow you to use all of the fields from a report. My question is how do i make calculated fields which are not in

      • Zoho Desk - Event Calendar View

        Hi Desk team, Are there any plans to introduce a calendar or timeline view for Events in Zoho Desk? It would be very helpful if we could see Events visually in a calendar and/or timeline. This is very helpful when desk side support activities need to

      • 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

      • Plug Sample #15 - Enable Human-Like, Contextual Interactions in SalesIQ with Zia Agents

        Zia Agents are conversational AI assistants designed to understand user intent and respond intelligently, helping businesses automate conversations and offer personalized support at scale. While Zia Agents are yet to be publicly released, access is currently

      • 【Zoho CRM】キオスク機能のアップデート

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 Zoho CRMのキオスク機能のアップデートを紹介します。これまで以上に柔軟性が増し、データ処理が高速化されたことで、リアルタイムのデータ取得が可能になりました。 目次 クライアントスクリプトで、キオスクをどこからでも起動が可能に 新規データ作成処理を使用してキオスク実行中にデータをリアルタイムで取得 データ取得画面における新しい機能強化 1. クライアントスクリプトで、キオスクをどこからでも起動が可能に キオスク向けクライアントスクリプトのサポート（第一段階）がリリースされました。これにより、Zoho

      • Re: Application Architecture in Zoho Creator — A Platform-Specific Deep Dive

        A recent community post on application architecture made some excellent points about planning architecture early in Zoho Creator projects. The core message is right — Creator applications have a habit of growing organically into maintenance nightmares,

      • Introducing SlyteUI : From Idea to a Working Interface in Minutes

        Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming or exhausting. SlyteUI makes this possible by simplifying

      • Standard view for every agent

        Hello there, I am facing the following challenge. I would like to provide a standardised view for all agents. This view should not be editable by the user. It would be nice for the users if the tickets were divided into columns (like prio work mode).

      • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

        Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

      • Create a Custom view that displays the current signed on support reps Tickets

        Is there a way to create a custom view that has criteria that says Ticket Owner = [Current Signed on Support rep]?

      • Trying to validate user's age through DoB

        We have a form where a user enters their birthdate. We'd like a rule that counts whether the user is over or under 25 years of age. This amounts to 9125 days elapsed between today and an easy way to do this would be to use conditional rule Is Before [x]

      • Zoho Desk - Trial Extension Error - Insufficient Privileges to perform this operation. Contact your Administrator.

        Zoho Desk - Trial Extension Error - "Insufficient Privileges to perform this operation. Contact your Administrator." I am receiving this error above when trying to extend my trial, and I am the Administrator. Please advise on how to bypass.

      • filter on sheets mobile (iOS, iPadOS) does not work

        re-posting this as a question because reporting as a problem netted zero responses... I have this issue on every spreadsheet, whether imported or created natively in Zoho Sheets. I can use on desktop without issue: but on iOS the filter dropdowns are

      • Creating packages according to actual shipping processes

        Hi community. I would like to ask a question to see if there's a better method or workflow for the creation of packages in Zoho Inventory. There is a little confusion in some of Zoho's language relating to the use of term Packing Slip when connected to

      • Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

        Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the

      • Business Day Logic Update: More Accurate Scheduling for Your Workflows

        Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable

      • Territories as filters

        The territory function within the CRM is great for controlling record access and managing a sales organization however, territories are not available as a filter options within the CRM when creating reports or dashboard components. Adding the ability

      • What's new in Zoho Social - Q1 recap

        Hello everyone, We’ve rolled out a bunch of updates in Q1, and we’re excited to walk you through them. To help you explore these features in detail, we’re hosting a Q1 recap webinar where we’ll show you how to make the most of each update. Q1 recap webinar

      • Payment Card or Identity form-fill from Vault?

        Hello! I'm working on replacing Bitwarden with Vault and one issue I've run into is that I can't find any option to fill address and payment forms from Payment Card or Identity info that has been saved in Vault. Is there a way to do this? Is it a planned

      • Query on Tracking Visitor Activity with Zoho Forms & SalesIQ

        I have a query regarding Zoho Forms, Zoho SalesIQ, and Zoho CRM. I have embedded a Zoho Forms form on my website, and I’m trying to understand if it’s possible to capture a user’s website activity (such as pages visited, visit count, etc.) when they submit

      • Merging Photos from Subforms into Writer

        I've got a subform that contains uploadable photos. Im trying to merge them into a template but there is no option to pull them in. Is this possible? We are creating an inspection module where we can take photos and make notes and export to a report.

      • Add Unified Project-Wide Development & Release GitHub Dashboard

        Hi Zoho Projects Team, I am writing to submit a feature request for a Unified Development & Release GitHub Dashboard that provides centralized GitHub visibility at both the Project and Milestone levels. The Vision: We need a single "Command Center" that

      • RouteIQ user Licensefor Non–Zoho One User

        Zoho RouteIQ needs to be purchased for Zoho CRM. The current setup uses the Zoho One plan, but RouteIQ is required for a different user who is not part of Zoho One. However, they need access to routes and customer details within RouteIQ for planning their

      • Private Contacts & Tasks

        What is the timeframe for being able to filter Activities and Contacts from being viewed by the rest of my team? I sync with Outlook and the ability to create a task that is private would be of great help. I have to take my dog to the vet this morning and because I put it in my Outlook calendar, now my whole team is aware of it because I had no way to mark it "private" in zoho. A simple checkbox would be great! I would be more than happy to provide examples of how ACT does this. For each event or

      • Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters

        Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced

      • Super 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. Moderation Update (8th Aug 2025): We are working

      • WhatsApp Calling Integration via Zoho Desk

        Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

      • Update to CRM Custom Buttons: Collect Users' Location

        Hello everyone! Buttons in Zoho CRM allow you to extend the default CRM capabilities for your bespoke business needs. It provides the flexibility to connect to any third-party application to perform necessary actions. Wouldn't it be better, if those buttons

      • Sum over

        Hi, Is there an equivalent in Zoho (Aggregated Formula) to SQL’s SUM() OVER (PARTITION BY ...)? I’m looking for a way to calculate a sum within a group (partition) without collapsing the data, so that the result is still available at the row level. Has

      • Api Version 2 Refresh Token invalid_code

        While Refresh token i am always getting Error {     "error": "invalid_code" } i am trying to pass all parameter as per this https://www.zoho.com/crm/developer/docs/api/refresh.html still non of things working any one have idea whats the reason for same ... please help due to this i stuck since last one week

      • Is it possible to clone my Lead module layout to Customer and Potential layouts?

        I've customized all fields and their order for Leads module and I would like to know if I'm able to clone those fields into another modules, only to avoid repeated work. Awaiting.

      • Invoice date is incorrect

        I'm trying to pull a report of Sales Orders and filter by Invoice Date. (ex: all of 2025) Unfortunately, the filter still returns lots of SO's from other years including 2026 which would be impossible to have an invoice in 2025 from a 2026 order. It's

      • DYK 2 - Filter Columns in List View

        Did You Know you could filter columns across lists in Zoho Projects ? This allows you to quickly narrow down large datasets without navigating to the filter panel from time to time, making it easier to focus on what matters right from where you are working.

      • Sync Enable issue Between Zoho FSM and Invoice

        Hello Latha, I hope you are doing well. I am trying to enable synchronization between Zoho FSM (Org ID: 170000078905) and Zoho Invoice (Org ID: 170000079301). However, when I attempt to do so, I receive an “Internal error” message. Could you please assist

      • Next Page