Uplifted homepage experience

Uplifted homepage experience

Hello everyone,
  
Creating your homepage is now much easier, more visual, and more impactful. Until now, your homepage allowed you to display custom views, widgets, analytic components, and Kiosk. With the following improvements, the homepage is now a smarter, more action-driven workspace:

  • Drag-and-drop functionality that enables quick custom designs
  • Rich text to help convey important information and make announcements with polished, flexible formatting
  • Quick links that direct users to essential external or internal resources instantly.
  • Reports that display key performance metrics so users can monitor trends effortlessly

Together, these enhancements transform the homepage from a static landing screen to a dynamic one. Admins can now design their homepages with intention by blending data, communication, and navigation.



Info
Benefits
  1. Every user logs in to a homepage that's clear, clutter-free, and relevant.
  2. With reports brought to the forefront, users can track performance and act immediately without having to navigate through multiple tabs.
  3. Rich text and quick links on the homepage help reduce information gaps.
  4. With fewer clicks and less searching, users can focus more on actions that drive results.

What's new
  • Drag-and-drop components - Build your homepage your way. This drag-and-drop functionality enables you to configure the layout the way you want.




  • Rich text components - Ensure critical information is seen immediately. This content block allows you to create and format text to share important announcements, policy updates, and operational reminders directly on the homepage. You can make the content bold, highlight it, or even add bullet points and images.

    For instance, the admin for a travel company's CRM account might use the rich text component to announce a new holiday package launch, such as Exclusive Southeast Asia Tours. They might also use it to announce updated visa guidelines for a popular destination and ensure all agents receive and acknowledge time-sensitive, sales-critical information immediately upon login.


        

  • Quick links - Reduce clicks and save your agents' time. This component enables you to configure a set of clickable links directly on the homepage that provide instant access to frequently used internal or external resources.

    For example, the admin can display a quick links component titled Agent Resources on the homepage that gives agents instant, one-click access to critical operational tools like the Hotel Booking Portal, the Agent Commission Claim Form, and the Real-Time Flight Status Tracker—thus eliminating the need to run searches or navigate through multiple menus.

        

  • Report support
    Reports enable you to turn sales data into actionable, detailed insights and make data-driven business decisions. This functionality was previously unavailable on the homepage, but is now supported with filters and advanced controls.
    For example, the admin of our travel agency can display the Upcoming Trips and Commission Forecast report component on the agent homepage layout so agents can view upcoming trips and the total commission pipeline effortlessly and instantly upon logging in—without navigating to the dedicated Reports module.

        

Notes
Note: There's now a separate permission available for Homepage Customization. Previously, it was combined with the Customize Modules permission.

Upgrades
  • More controls in custom views - Enjoy full control over how your data is presented. Manage columns with new personalized resizing capabilities. Everything from your custom views is now supported on the homepage—except for record selection.


  • Extended sharing capabilities - We've extended the sharing capability of your homepage configurations. Previously, sharing was limited to only Users. Now, you can share your homepage with:
    - Groups
    - Roles and Subordinates
    - Profiles
    - Territories and Subordinates


Editions: All editions.
Release Note: Available in CA and SA DCs (Standard, Professional).


    • Recent Topics

    • Mass update cant trigger a workflow?

      Hello there, Is this a normal Creator behaviour? In a report, if I manually edit each data row, it will pass those changes to all other reports. However, if I perform a Mass Update on a few data rows at once, the new data is not pushed to other reports.

    • search and Smart Bar both missing in Mail

      One of the users on my account does not have the search bar at the top right or the Smart Bar at the bottom left of the desktop Mail app. Any ideas how to get those back?

    • Let us add Lookup fields in the Blueprint Transitions

      We are unable to add Lookup Fields in the blueprint transitions in Zoho Desk, we wanted to make it a requirement for our workflow but since it's not available in the transition we cannot. The lookup field exists in the Layout: But it cannot be added/selected

    • Zoho Projects API Scope for Issue Attachments

      I try to download issue attachments via the API, unfortunately I always get the following error code when trying to download the file from the supplied URL: {"ERROR_MESSAGE":"INVALID_OAUTHSCOPE","ERROR_CODE":401} indicating an auth scope error. I've tried

    • How to fetch custom fields for time entries in Zoho Project API v3

      In the previous Zoho Projects REST API, we were able to retrieve custom field details for time entries, including picklist options, using the endpoint: GET /restapi/portal/[PORTAL_ID]/timesheetcustomfields In the new Zoho Projects API v3, we tried using

    • Zoho Survey Enhancements

      We love Survey. We use it a ton. It needs some enhancements. Maybe some of these are already on the roadmap? API - this is crucial. We have some complex surveys that take place and need to update records, trigger other functions/automations, etc. I would

    • Images Don't Display on Blog

      Hi, I've just posted a new blog entry, but regardless of format (png or jpeg) Images that display in Preview mode do not display on any browser in the published post.  I've not done anything different with this post than others regarding images, please advice. Thanks! Edit:  I've discovered that moving the image files from a my sub directory folder "Pics for Blog" to the top level of the "Files" folder on my site allows the images to display live.  This, even though my other blog posts are correctly

    • Checkbox Field Mapping Zoho Forms to Zoho Sign

      I have an application that will be filled out via Forms that I am mapping into a PDF Filler on Zoho Sign. I need to have a series of checkboxes mapped to the corresponding fields in Sign and I only see single checkboxes available via the mapping, though

    • Books P&L by Customer

      Lately, we have found that the Customer field filter for the Profit & Loss report in Zoho Books is no longer available. We have several projects with the same customer and look at the P&Ls by project AND by Customer (overall). Can you please add back in this field selection alongside the Project field to the P&L report filter? Thanks! -Gina

    • Sent mail sort by date disappeared

      Hello, We used to be able to sort the emails by date in the sent folder, but this feature has recently disappeared. Can we bring it back?

    • I cannot check out to Zoho People.

      When I tried to check out today, there's prompt that inhibits me to check out: To add entry in Attendance, log time for any of your jobs

    • Pricing Strategies: #2 Plan your Service Offerings using Plans

      Meet Harvey & Mia, hailing from the same Tech school, carrying the dream of setting up their own IT maintenance firm in their location. They drew up a clear business plan and put their business in motion on New Year's Eve. They had great reception right

    • Open a record to edit based on another form being edited

      Hi all, I am trying to edit a record based on another record being edited. It works out like this: When I create a Monthly_Update and then submit I open the Monthly_Levels form and pass the ID from the Monthly_Update to a field called mu. I want it to

    • Problem with signature on zoho survey

      Hello, I'm trying to export individual responses with signatures on zoho survey. But the signatures on some of my surveys are not exported as the original image, but as a generic image, same for all (screen joins). Is there a solution to have the signatures

    • Change in Zoho CRM API?

      Hello, I am using the Zoho API trough the PHP SDK v2.1 Since few days, I noticed that I have to change the way I pass the data to the API when I create, update, or upsert a record. Dates Before I was passing a PHP date object to "$record->addKeyValue(...)",

    • MTA - BAD IP reputation by outlook/hotmail

      Messages to Microsoft email servers are bouncing back due to poor reputation. Message: 4.7.650 The mail server [136.143.188.206] has been temporarily rate limited due to IP reputation. For e-mail delivery information see https://postmaster.live.com (S775)

    • QuickBooks Extension for Zoho CRM - Advanced Features -2025

      Hello Everyone, We’re happy to announce the latest version of our QuickBooks Extension for Zoho CRM, now officially live on the Zoho Marketplace! This release introduces one-click data sync, a user-friendly UI, enhanced performance, and a powerful set

    • Changing Department often causes the Firefox tab to freeze

      Title, it doesn't seem to happen with neither Opera nor Chrome. And even in Firefox, sometimes it just lets me change the department I'm in no problem, even to All Departments which is probably the most, like, resource heavy? But most of the time, the

    • Need to integrate Zoho Mail Mobile app with Zoho Meeting Mobile App for Android and Apple

      Hello Zoho Team, Please bring integration of Zoho Mail Mobile app with Zoho Meeting for Android and Apple Thanks

    • ¡Muchas gracias por participar a los Meetups de Usuarios de Zoho! Y Novedades del ecosistema Zoho

      ¡Hola Comunidad de Zoho en Español! 👋 Después de un breve lapso de tiempo, volvemos con una nueva edición de nuestro Community Digest, donde te contamos las novedades de los productos de Zoho en los últimos meses. Estas mejoras se centran en nuestros

    • Anyway to move mail from one account to another yet?

      Hello, Is there any way to move email from one mailbox account to another mailbox account in zoho yet? Thanks, Ryan.

    • Using a CRM Client Script Button to create a Books Invoice

      Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the

    • Building Toppings #2 - Learn how to use Bigin's Developer Console to build toppings

      Hey Biginners, In our last post, we discussed what toppings are, why they're essential to extending Bigin's capabilities, and how the Bigin Developer Center serves as the starting point for building them. As a cloud platform, the Developer Center empowers

    • Links are incorrect when sent out

      I'm adding in hyperlinks into my eDM. When I send a test email, it's all correct. However, when I send out the eDM, all the hyperlinks jump up one space so none of the links are opening to the correct page. Why is this happening and how can I fix it?

    • Tip of the week #16 - Search and filter threads based on criteria

      Zoho TeamInbox lets you search and filter threads with any information that you have about the thread. You just have to input the criteria and Zoho TeamInbox will list all the threads that match the condition.   Firstly, there is a global search you can

    • Introducing recipient authentication via Stripe Identity in Zoho Sign

      Hi everyone! It's important to authenticate your recipient's identity before they access and sign important documents to ensure the highest level of compliance. Zoho Sign already helps businesses do this with various authentication methods: SMS OTP Email

    • Keep Converted Leads

      How do I keep the converted leads in the Leads Module after conversion (converting it to account, contact, deal). I want to add it in a converted stage in the leads module in order to get a report or dashboard and see all converted leads from my pip

    • Customizing Global Search Settings for All Users

      Hi Our team use the brilliant global search functionality within CRM many many times daily. But, we struggle with the out-of-the box columns that CRM gives you. We are always telling users to customize this look to more suit our business, to show the

    • Introducing Formula Fields for performing dynamic calculations

      Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This

    • Tip of the Week #77– Stay informed of the activities happening in your organization

      Whenever a message is handled in Zoho TeamInbox, every action is recorded in the Activity Log. This ensures you always know what’s happening across your teams and inboxes. To access it, simply click the Audits icon on the left pane’s top bar after logging

    • Zoho Logs - Not seeing logs since 30 Nov

      Hi, we have a few functions running, I am testing some new ones and noticed that although I can see executions, I cannot see any logs, even when the first line on the functions is a log. I reviewed some existing functions, one of which is invoked on a

    • Workdrive MS Office integration

      Have installed subscribed version of Zoho WorkDrive VSTO runtime not found is the error when I try to install Zoho_WorkDrive_For_Office Unable to open work files in Excel and Word Urgent, since I have migrated all my OneDrive files to work drive already

    • How to change Zoho Vault password

      I am searching where I can change the Vault Password after having changed the Zoho account password. I don't see this option anywhere in my account. It should be simple and accessible! Please help. Thanks!

    • Zoho Workdrive - Communication / Chat Bar

      Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague

    • When Marking a Multiple Choice Answer Exclusive - Not Following My Survey Disqualification Logic

      Using a multiple choice (many answers) question and I created survey disqualification logic that was working as intended. My question: Disqualification page logic is: If (QUESTION) is "any one of the following" then (OPTIONS) - a custom message populates

    • Where to Add Machines as Products to Map with Assets in Zoho FSM?

      implementing Zoho FSM for a clinical equipment supply company. The business sells and installs clinical machines in hospitals and clinics, and they also handle service requests, scheduled maintenance, calibration visits, and general machine upkeep. In

    • Show Zoom Link in Recipient's Calendar

      We set up meetings within a record, selecting the "Make this an online meeting".  We use Zoom. Most of the recipients go to their calendar (usually Gmail or Outlook, corporate) to join the Zoom meeting, but there is no Zoom link in the calendar. Can this

    • Zoho Bigin - should be able to link a "contact" to multiple "companies"

      Hello Support, I called into telephone support and was told that a contact can only be linked to one company. We have situations were director are contacts of and directors of multiple companies so that seems a basic weakness in Bigin. When go to add

    • Does Thrive work with Zoho Billing (Subscriptions)?

      I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you

    • Radio button data won't update

      Wondering if anyone is experiencing the same problem. I tried bulk updating our data on Zoho Creator using API and noticed that the radio button field wasn't updated. I have tried updating it manually, it didn't work. When I tried updating a text field

    • Next Page