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

    • Recent Topics

    • CRM

      Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some serious

    • 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

    • Global Search / Command Palette in Live App

      Zoho Creator applications can contain many forms, reports, pages, and dashboards. While navigation inside the app is smooth, users still need to move through multiple menus or screens to find specific records or open particular modules. Currently, in

    • New 2026 Application Themes

      Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement position

    • Smarter appointment allocation with round-robin distribution

      Greetings from the Zoho Bookings team! We’re excited to introduce the Appointment Distribution feature, a new way to decide how appointments are assigned among users. By default, appointments are distributed evenly across all event types, but this enhancement

    • Analytics & Reporting Improvements + Export Bug

      Hello, I would like to raise several important product suggestions and issues regarding Zoho Expense: 1. Filter in Admin View → Analytics → Expense Details → Receipt Is it possible to add a filter that allows us to prioritize or sort reports that have

    • Make Quick Edits to Images Before Attaching

      Hello everyone, We have enhanced how attachments are handled in tickets to help agents preview and share files more efficiently in Zoho Desk. Agents can preview image attachments before adding them to tickets and edit them using attachment annotator.

    • 3/18 オンライン勉強会のお知らせ Zoho ワークアウト （無料）

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 3月開催のZoho ワークアウトの開催が決定しましたのでご案内します。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/BoNTN7zYR8OvOPGShqBY0A ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベントです。

    • Extend color coding to custom picklist fields

      Objectively, Projects has the best UI of any Zoho app — clean, intuitive, and never feels bloated. Big props to whoever owns the design. Feature request: color coding for custom picklist field values in field customization. You've already done it in two

    • New in Office Integrator: In-sheet text translation

      Hi users, We're pleased to introduce translation capability in the spreadsheet editor in Zoho Office Integrator. This allows you to translate the text in your spreadsheet's cells into 70+ languages from within your web app. Office Integrator's spreadsheet

    • Streamline email communication with Out of Office configuration

      Managing user communication effectively is the key to ensuring timely responses and consistent messaging. However, when users are unavailable, the absence of an Out of Office response can lead to delays and missed expectations. Managing these settings

    • Changing settings for auto logoff

      I've noticed that when I haven't used Cliq for a while, I have to re-enter my password. That is really clumsy, especially if you have a complicated password. Because it won't be filled in automatically. Is there a way to change that behaviour? We are

    • A few Issues when using "Pay Bill via Check"

      We have quite a bit of issues with how paying for Bills via Check works. Would love some feedback from the Zoho team in case we are doing something incorrectly. 1. When we go from a vendor and select "Pay Bill via Check" option, we see ALL the outstanding

    • Prevent tracking users from specific countries

      Currently, I’m receiving many bot visits from the United States and Malaysia. I would like these visits not to be recorded in SalesIQ. I already enabled the option to exclude traffic from cloud service providers, but I’m still receiving bot visits. Ideally,

    • Edit Project Number?

      Hi all: We just signed up for a trial of zoho one, which includes ZoHo Projects. We've noticed there was a 'dummy project' preloaded in projects to help familiarize yourself with the software. We've created a couple of our own projects now but noticed since the dummy project was preloaded, our projects start with number 2 then 3, sequentially. Since it seems we will be keeping zoho past the trial, If we delete the dummy project, how do we get our own projects renumbered, beginning with 1? We'd like

    • Download pricebook products & details - not just pricebook creation date & name

      We're looking to download a copy of a pricebook and its associated products & book prices (as we have several offices in different countries selling the same products), however, when using the export feature under Data administration it only gives me

    • Outgoing Mail Blocked – Suspicious Login Activity (Need Clarification and Solution)

      Hello, I’m currently facing an issue where my Zoho Mail account has been blocked due to “suspicious login activity,” and outgoing emails are restricted. Here are the details shown: Block type: Outgoing mail blocked Reason: Suspicious login activity A

    • Allow Global Admin to access/edit all forms without changing owners

      Hi there, Please consider adding a feature where the Global Admin of the account an automatically access/edit any form in the Company Account. I'm the Global Admin on our Zoho One plan, and we have multiple users that use/create forms. But for me to access

    • ERROR: "Please enter a valid Phone"

      WHAT IS THE PHONE FORMAT? There is nothing ANYWHERE to define the format. At least the error should either show the correct format or provide a link to the help file I enter a valid phone number in as many formats as I can think of and none of them allow me to save the number to CRM Nothing works! No matter what format I enter I keep getting a red error "Please enter a valid Phone" The international format for MY mobile is +61414652366 (or +61 414 652 366) Local format is 0414652366 I call all over

    • Introducing Zoho Sprints 3.0

      Zoho Sprints is consistently evolving in steady increments. The introduction of the latest version, with its enterprise level solutions, brings to you advanced capabilities that propel your agile efforts in the right direction. Here's a quick glimpse

    • Customize Sign-out Button

      Are there some url parameters I can use to make a form button sign-out the user from the app? The sign-out link on the top right is small. Here's and example of the url for the top right sign-out: https://creator.zoho.com/logoutpage.jsp?sharedBy=niskypto&appID=212085000006568003&appLinkName=MYAPP&signOutUrl=niskypto/MYAPP/view-login/SOMEPAGE Note: In my account, the sign-out is set to redirect users to my website. Can I also override this with some url parameters? John M. Whitney

    • Please can the open tasks be shown in each customer account at the top.

      Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature

    • Tip #65 - Exploring Technician Console: Short Keys - 'Insider Insights'

      Hello Zoho Assist Community! Have you ever been in the middle of a remote support session, trying to pass a key combination onto the remote machine, only to find it's reflecting on the technician's computer. The Short Keys feature in Zoho Assist is here

    • Reading from and writing to Zoho Projects Custom Module with Deluge

      Does anyone know if there is a way to read from and write to the Custom Modules that Zoho now supports. I would love to be able to loop through a set of data and create the entities I need to for this new custom module I'm looking to put together.

    • Evolução do modelo de ambientes: Dev, Homologação e Produção com pacotes versionados

      Hoje o Zoho CRM já oferece Sandbox, o que é um avanço importante para organizações que trabalham com customizações mais complexas. No entanto, na prática, o modelo atual ainda apresenta limitações significativas quando múltiplas equipes ou consultorias

    • Permissões granulares por usuário além do modelo baseado exclusivamente em perfis

      Atualmente, o modelo de segurança do Zoho CRM é fortemente baseado em perfis. Embora funcional, esse modelo apresenta limitações quando equipes possuem variações individuais de acesso dentro do mesmo grupo operacional. Em cenários reais, é comum que usuários

    • Add or update lookup field values during Blueprint transition

      Hello everyone, During blueprint transition users can add or modify the value of a lookup field. For instance, if the Tickets module includes a lookup field that connects it to records in the Assets module, agents can link the ticket to the correct asset

    • Can you limit SEO penalties by delaying the appearance of a pop-up?

      Google is not keen on pop-ups and has got even less keen on them with the new Core Web Vitals updates. But I like using pop-ups. If you delay the pop-up so it only appears 10 seconds after the page loads, do you avoid Google’s penalties? 

    • Adding bank details to the contact through API

      How to add bank-related information to the contact while creating it using API? The account number needs to be encrypted before sending it through API but not sure how to encrypt and get those values. Please guide me in this.

    • Restrict Payment Methods

      Allow us to restrict certain payment methods specific for each customer.

    • Clone Banking Transaction

      Why is there no option to CLONE a Transaction in the Banking module?? I often clone Expenses (for similar expense transactions each month) so I would also like to clone Income transactions. But there is no option in Banking to clone an existing Income

    • PDF limit

      Hello everyone, We have received an e-mail that we have reached our PDF limit. (see screenshot) However, I cannot find any reference to a PDF limit in our tariff plan (Premium). (see screenshot). What is the maximum number of PDFs that can be generated

    • How can I see content of system generated mails from zBooks?

      System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.

    • Credit Card Pre-Authorization with later Capture/Settlement

      We really enjoy the convenience of being able to pay off a customer's invoice using our Auth.Net integration with Zoho Books. Unfortunately, we can only take advantage of this feature with a small percentage of our customers as it leaves a gaping hole

    • Accessibility in Zoho CRM: Not just a feature—a way to empower

      For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that

    • Automation Series #1: Round Robin vs Direct Assignment in Zoho Desk

      Direct Assignment vs Round Robin: Choosing the right routing method in Zoho Desk This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused

    • Invalid tax authority ID.

      How do I correct this ?

    • Pay Pal Paylater button

      I am testing the paypal setup to have my customers pay invoices with paypal and credit cards. But it seems to have two options. Paypal and Pay later. I don't want my customers access to pay later feature. How can I turn that part off.. My other integration

    • Zoho Workshops are coming to the Netherlands - Join us on 14-16 April in Amsterdam!

      Dear Zoho Community Members, After succesful recent editions in the UK and Scandinavia, we’re pleased to invite you to the upcoming Zoho Benelux Workshop 2026, taking place 14–16 April 2026 in Amsterdam. This three-day, in-person event at the Park Plaza

    • How to install Widget in inventory module

      Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?

    • Next Page