Zoho Community Digest - July 2026 | Part 1

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 nothing slips by.
Here's everything announced across the Forums from July 1-7.

At a glance

Sales & Marketing

Zoho CRM: Cookie consent for Webforms | Related list Expanded View | AI agent insights on your Homepage.
Zoho Bigin: Sheet View on iPhone | Payment links on Android.
Zoho Social: Q2 roundup.
Zoho Forms: Unsplash library | Heading field | Image Slider field.

Email, Storage, and Collaboration

Trident for Mac: Four updates (draft sync, custom shortcuts, meeting lock, Meeting eWidget).

Legal

Zoho Sign: Connect to AI agents via MCP.

HR

Zoho Recruit: Employee Portal | Color-coded Blueprint transitions.

Retail

Zoho POS: Now on Mac, plus three June updates.

Service

Zoho Desk: Q2 mobile app upgrades.

Finance

Zoho Expense: Redesigned Trips module.

Developer Platform

Zoho Creator: Configure Zia with specific LLM providers and BYOK for enhanced control.

Sales & Marketing

Zoho CRM

Your Webforms, Privacy-Ready
Webforms now include cookie consent management, so visitors can opt in or out of tracking before any data is collected. Use the built-in banner or manage it via API. Either way, you're GDPR-ready with no custom development. Currently rolling out in phases.
→ Manage Cookie Consent for Your Webforms


Related lists get Expanded View, Smart Filters, and Mass Actions
Related lists used to cap at 10 records with no filtering. The new Expanded View shows up to 100 records per page, adds smart filters, and lets you run mass actions on selected records, all without leaving the record.
→ Try the Related List Expanded View

See AI Agent insights right on your Homepage
Your CRM agents already surface leads, flag deals, and track updates. Now you can pin any agent to your Homepage so those insights sit alongside everything else you monitor, with no more hunting for them.
→ Pin Your AI Agents to Your CRM Homepage

Zoho Bigin

Sheet View comes to Bigin for iPhone
Scan records in a spreadsheet-style layout, sort and resize columns to taste, and tap into a record or start a call or email without switching screens. A fast way to stay on top of your data on the go.
→ Try Sheet View on the Bigin iPhone App
Close the deal and collect payment from your phone
The Bigin Android app now generates payment links straight from a pipeline record to share with customers on the spot. Payment status stays tied to the deal and contact, so you always know what's paid, pending, or overdue.
→ Generate Payment Links on the Bigin Android App

Zoho Social

Q2 update roundup
Social wrapped Q2 with publishing and inbox upgrades. Threads now supports location tags, polls, keyword monitoring, and post deletion. You can also add audio to videos on publish, mention LinkedIn profiles in posts, automate the inbox with assignment rules, and export scheduled posts and drafts as PDFs.
→ See the Full Zoho Social Q2 Recap

Zoho Forms

Access Unsplash photos in the Theme Builder
Unsplash is now built into the Theme Builder, so you can browse and apply millions of high-quality background photos without ever leaving the builder.
→ Try the Updated Image Library
Organize forms with the new Heading field
The new Heading field adds a fully styleable title element to break long forms into clear sections. Control font size, color, background, alignment, and even attach an image. Unlike the Section field, there's no separator line, just a clean freestanding title.
→ Structure Your Forms With the Heading Field
Multiple images, one clean carousel
The new Image Slider field adds multiple images as a swipe-able carousel inside your form. Choose manual or auto-play navigation and set the transition speed to give respondents visual context without clutter.
→ Add an Image Slider to Your Next Form

Email, Storage, and Collaboration

Trident for Mac

Four useful updates land in Trident for Mac
Message drafts now sync across Trident, Cliq web, and Cliq mobile, so you can pick up where you left off on any device. Keyboard shortcuts are fully customizable, hosts can lock ongoing meetings to keep them private, and a new Zoho Meeting eWidget lets you schedule and join meetings without leaving Trident.
→ See What's New in Trident for Mac

Legal

Zoho Sign

Handle agreements through your AI agent
Zoho Sign now supports MCP, so you can connect it to AI agents like Claude, Cursor, or GitHub Copilot and run your whole signing process in plain language. Send agreements, track pending signers, nudge overdue envelopes, and check statuses just by asking.
→ Connect Zoho Sign to Your AI Agent

HR

Zoho Recruit

Your next hire might be one referral away
The new Employee Portal gives your team one place to browse open roles, apply directly, or refer someone with a personal link. Referred candidates are logged automatically and pulled straight into your hiring pipeline.
→ Get Started With the Employee Portal

Bring clarity to your blueprints with color-coded transitions
Complex blueprints get hard to read when multiple transitions connect the same stages. Now you can assign a color to each transition in the blueprint designer, separating approvals, rejections, and reviews at a glance, and the colors carry through to the Blueprint Process section in your records.
→ Color-Code Your Blueprint Transitions

Retail

Zoho POS

Zoho POS comes to Mac, plus three more June updates
A packed June: the app is now on macOS for full billing operations, Windows users can switch between organizations directly in-app, and a new All Locations filter consolidates metrics from every store into one dashboard. Pine Labs users also get a Force Cancel option to stop in-progress transactions (currently in beta).
→ See Everything New in Zoho POS for June

Service

Zoho Desk

A stronger Desk mobile experience for Q2
Q2 brought full Knowledge Base access and a unified view of related info on contact and account pages, across both iOS and Android. Android adds default email templates, iOS gets a new Ticket Timeline view, and Odia support brings the total to 26 languages.
→ Explore Zoho Desk Mobile's Q2 Updates

Finance

Zoho Expense

A smarter way to manage Trips
The Trips module has been fully redesigned. Create trips without locking in an itinerary upfront, add flights and hotels with dedicated buttons, manage everything in one scrollable list, and take inline actions right on itinerary cards, with no menu-hunting required.
→ See What's New in Trips

Developer Platform

Zoho Creator

Greater control over Zia AI configuration
Zia admins get much finer control over AI config. Map each Zia feature to its own LLM provider and API key: for instance, OpenAI for code generation, Anthropic for natural-language tasks, or Google for other specialized needs. You can also add up to five keys per provider with Bring Your Own Key (BYOK), making it easy to organize by team or project.
→ Set Up Per-Feature AI Configuration

That's a wrap!
Which update is the biggest game-changer for you? Drop a comment and let us know, and keep an eye out for next week's edition.

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