Radar App for Zoho Desk: New Features to Run Your Help Desk From Anywhere
Radar has always given you the most critical parts of your help desk, wherever you are. And it's always done it the same way: fast, and built for the kind of decisions that can't wait. This update brings more of Zoho Desk into that experience. Contacts,
Introducing interactive WhatsApp templates and quick replies in Bigin's Android App
Hello everyone! We are happy to introduce interactive WhatsApp templates and quick replies in business messaging in Bigin's Android app. Scenario: John Bailey owns a small-scale digital marketing company. He gets an enquiry on chat while he is busy, so
How to show product cards in your chatbot
Hey everyone, If you are using Guided Conversations to help customers find products, you have probably run into this problem: the bot gives customers a list of options, but they still have no idea which one to pick. There will be no images, no specs,
SAML authentication in Zoho Mail: Simplify and secure your organization's login management
Managing login credentials across multiple web applications can be challenging for organizations with a large number of users. Without a centralized authentication system, users are required to maintain separate passwords for each application, increasing
【続々公開】Zoholics Japan 2026 セッション情報を更新しました！
ユーザーの皆さま、こんにちは！ Zoholics Japan 2026のセッション情報を続々と公開しています！ 今年は3つのトラックで、Zohoの最新情報やAI活用、製品アップデート、 活用事例など、多彩なセッションをお届けします。 現在公開中のセッション（一部） ・Zoho CRM 製品アップデート ・Zoho CRM Plus 製品アップデート ・Zoho Community セッション ・Zoho Desk セッション ・中堅・成長企業の人事DX ～AI時代に何から始めるべきか？～ ・Zoho
CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
Field Masking in Zoho CRM : Secure Sensitive Data
Customer records in your CRM are often accessible across multiple teams, but not every team needs access to every field. For example, a non sales team may not need to see a contact’s mobile number, while a support agent verifying a caller’s identity may
Zoho Community Digest - August 2026 | Part 1
Hi everyone, and welcome back! The first week of August brought a solid mix across the Zoho ecosystem, from offline Zoho Sheet on iPhone and AI-powered CRO queries in PageSense to email journaling in Zoho Mail. A few action-needed notices too, including
Zia Agents in Zoho CRM: a better way to set up digital employees
Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) and
Transform your line of items into line items: ICR can now record your table values as subform values
Enhancement in Zoho CRM Dear Customers, We hope you're well! Zia Vision’s ICR capability can now recognize, extract, and store tabulated values in your subforms. An ideal example is a university application form. It has printed fields and handwritten
Meet Zoho Webinar MCP: Bring AI-powered webinars to your business
Picture your most chaotic webinar week: three sessions to coordinate, speakers to confirm, reminders to schedule. Now picture doing all of that through a single conversation. No menus. No CSVs. Just describing what you need, and watching it happen. That’s
Associate products with pipeline records faster than ever
Hello everyone! We're excited to introduce the ability to associate products with pipeline records in a single import, so you can migrate your product data into Bigin more efficiently. As you may know, associated products keep track of the products or
[Webinar] Digitizing forms and form-based workflows
Live webinar on August 13, 2026 | Time: 2 PM IST | 2 PM EDT Hi, Struggling with paper forms, manual data entry, disconnected approvals, and form data that never reaches the apps that need it? Join our live webinar to learn how Zoho Writer's fillable templates
Product updates in Zoho Workplace applications | July 2026
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of July. Zoho Mail Display Reply & Forward Subjects in Your Preferred Language Choose how email subjects appear
Discover related products for contacts and companies with new topping
Greetings! We hope you're all doing well. We've heard your request for an easier way to view products associated with a contact or company—without having to open and go through every deal individually. To help you achieve this, we're happy to introduce
All new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
Zoho CRM アップデートまとめ：チーム分析、カレンダー、カスタムボタンがより便利に
ユーザーの皆さま、こんにちは。コミュニティグループの中野です。 今回は、直近のZoho CRMの機能アップデートの中から、 日本国内のユーザーの皆さまに関連する3つのアップデートをご紹介します。 チームごとのデータ分析、カレンダーの表示、カスタムボタンの設定が、これまでより使いやすくなりました。 目次 詳細分析でチームタブを選択可能に カレンダーの時間間隔をカスタマイズ レイアウト編集画面からカスタムボタンを作成 1. CRM の詳細分析でチームタブを選択可能に Zoho CRMのチームタブを、「詳細分析（Advanced
Free Webinar Alert! Workdrive + Office Suite in Zoho Workplace: Create, co-edit and collaborate
Hello Zoho Community! Looking for a better way to create, manage, and collaborate on your business documents? Join our upcoming webinar to discover how Zoho WorkDrive and the Zoho Office Suite (Writer, Sheet, and Show) help teams to work together from
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
LinkedIn RSC is now live in Zoho Recruit
LinkedIn Recruiter System Connect (RSC) is here. Your Zoho Recruit data (candidates, jobs, notes, stage updates, resume attachments, and more) now syncs with LinkedIn in real time. Note: LinkedIn RSC is included with your LinkedIn Recruiter Corporate
Make your IM workflows smarter: Automate sessions and personalize responses
There are two simple ways to make IM workflows more efficient: automate how sessions are handled and personalize how agents communicate. Here's a look at both. 1. Automate IM session updates with the API The Update an IM Session API lets you update session
What’s New in IM: Shared Phone Number and 1,000 Templates
Instant Messaging continues to evolve in Zoho Desk, giving teams more flexibility in how they manage WhatsApp conversations and messaging workflows. Here are two capabilities worth exploring. 1. Manage WhatsApp conversations across Zoho services using
Minor enhancements in Zoho CRM Dashboards: drill-down for Funnels, flexible Duration settings, and more
Dashboards in Zoho CRM help you visualize data across modules, track performance, and make informed decisions. Components like charts, KPIs, and funnels bring together key metrics in a single view, making it easier to spot trends and take action. Over
Get a realistic picture of your revenue with Forecast Adjustments in Zoho CRM
#crm25q1 Dear Customers, We hope you're doing well! Today, we're here with an important enhancement for business decision makers: forecast adjustments. Let's get straight to it! With technology on the rise and CX at its core, businesses are constantly
Three new ways to manage Instant Messaging in Zoho Desk
Managing IM conversations isn't just about responding to customers. It's also about getting each conversation to the right team. Here are three updates in Zoho Desk that can help with exactly that. 1. Transfer IM tickets across departments Sometimes a
Ask the Experts 32: Managing Privacy, Security, and Data Administration in Zoho Desk
Hello everyone, As organizations increasingly rely on AI, machine learning, and automation, there are pressing questions around privacy, security, and data governance. Every customer interaction involves sensitive business information, whether it's troubleshooting
Zoho Cliq 7.0: Built for Uninterrupted Work
Work today moves fast, but follow-ups, meetings, and coordination still get messy more than we often like to admit. Zoho Cliq 7.0 is all about making everyday work feel a little lighter—better collaboration, smoother workflows, more helpful assistance,
Zoho CRM Functions: Redesigned Interface, Rich Analytics, and Multi-Language Support
Hello everyone! We have given Functions in Zoho CRM a major overhaul with a new interface that makes it easier to build, organize, monitor, and troubleshoot your functions throughout their lifecycle. As part of this revamp, we have also introduced a unified
Smarter holiday planning with yearly-specific Holiday Lists
Hello everyone! Managing holidays and business hours is now easier and more efficient. Holiday Lists now support holidays that fall on different dates every year, while business hours now supports more than one holiday list. This helps businesses manage
Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview
Hello everyone, Availability: This feature is now available for customers in the JP and SA DCs. It is planned to be released for other customers in soon. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built
Introducing spam detection for webforms: An additional layer of protection to keep your Zoho CRM clean and secure
Greetings all, One of the most highly anticipated feature launches—Spam Detection in webforms—has finally arrived! Webforms are a vital tool for record generation, but they're also vulnerable to submissions from unauthenticated or malicious sources, which
Join the Zoho Desk Virtual Classroom Training (VCRT)
Hello everyone, Have you heard about Zoho's Virtual Classroom Training (VCRT)? Zoho Desk's Virtual Classroom Training offers end-to-end training for Zoho Desk users. Join the VCRT and get hands-on guidance for setting up Zoho Desk and getting your business
Zoho CRM's revamped timeline view now extends to 3 years and support notes, filters, and email statuses
Editions: All DCs: All Release plan: These enhancements are being rolled out to customers in a phased manner. They will be available to most organizations by the end of May. For organizations with huge volumes of data, they will be available by the end
Manage booking pages from your Android phone
Hello everyone! We are happy to announce that users can now add and manage booking pages from their Bigin Android app. It is a multi-step form that users can create for purposes like booking appointments, scheduling calls or meetings, conducting webinars,
Automating Employee Birthday Notifications in Zoho Cliq
Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
Protect backed up and exported data using password encryption
Hello everyone, Protecting live data is crucial for any organization or product, as it contains sensitive customer information. However, protecting data does not end within the platform. Backup and export files often contain sensitive information and
Five Guided Conversations Updates in Zoho Desk
Hello everyone, Guided Conversations is getting updates that make it easier to create more inclusive customer experiences, retain important conversation context, customize your widget, keep track of changes, and connect with external services. Here are
An important update for Zoho Cliq desktop users
The latest version of the Zoho Cliq desktop app (v1.8.0) will no longer be supported on macOS 10.15 Catalina and earlier versions. This is because the framework we use (Electron) no longer supports some older macOS versions. If you’re using macOS 10.15
Simplify eSignatures: Automate document workflows with Zoho WorkDrive
Hello everyone, We’re excited to invite you to our upcoming live webinar, where Zoho WorkDrive and Zoho Sign will come together to show you how to simplify and automate document workflows. From creating and collaborating on documents to approvals, e-signatures,
Function #7: Fetch a value from Deal in Zoho CRM to the related Estimate in Zoho Books
We're here with another function for those using the integration with Zoho CRM. You know that potentials can be linked to transactions in Zoho Books. But if you're including additional details about a Deal (potential) in Zoho CRM and you want to inherit
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