New enhancements in Zia
Dear All,
We hope you are well!
We are glad to present a few new enhancements in Zia that will help you organize, measure, and scale your business activities. Let us get into the details!
Following are the enhancements we have opened for all users:
- New advanced filters to find records with similarity recommendation
- Enrichment history and enrichment usage
- New components added to the native prediction builder
New filter options to find records with similar characteristics
Earlier this year, we opened Zia Similarity Recommendation, where Zia suggests records with similar characteristics in your database. You were able to know the presence of similar records, understand why they are similar, compare their characteristics, and follow best practices. Also, you were able to filter and classify them based on the availability of recommendation using the advanced filter.
Now for a higher granularity, we have added the following filter parameters to the advanced filters for similarity recommendations.
- Filter based on similarity scores
- Filter based on similarity suggestions
You can now filter the records in a module based on a score or you can simply refer to an existing record as value and get all records with similar characteristics, listed.
For more information about Zia Similarity Recommendation, click here.
Enrichment history and enrichment usage
Data enrichment is Zia's ability to populate your CRM records with information obtained from the expanse of the internet. In just two steps - enrich and format mapping, you can fill your CRM records with information about your leads, contacts, or accounts, on-the-go.
However, when you enrich your record using Zia, the data will be populated showing no difference from the manual user updates, whatsoever. Also, you don't get to know how the data enrichment limits are being used or distributed in your organization. For these reasons, we have introduced enrichment history and enrichment usage.
Enrichment history
Enrichment history is a log of all enrichment activities performed in your organization. It lists the user name, record name, date and time of enrichment, and the field updates, in a chronological order. Like the audit logs in CRM, you can also filter the events based on different parameters like module name, user name, and time.
You can thus monitor enriched data and tell from manual record updates from the enrichment configuration page.
Enrichment Usage
As you might know, an organization with Enterprise CRM edition can enrich about 500 records per user license and go up to 50,000 records per month and for Ultimate edition, the limit is 2000 records per user license up to 50,000 records per month. These limits are for the whole organization and not module-based. While these limits should be sufficient, there was no facility for you to know the available balance, what is module-wise usage, how enrichment limits are being consumed each month, and so on. In this update, you get all of these under the Enrichment Usage tab.
It displays the following information:
- Monthly limit and average consumption per month
- A pie chart, illustrating the total number of enrichments made across different modules.
- A trend chart, illustrating the adoption trend of enrichment till date
- A table, distributing the number of enrichment limits consumed across modules, each month.
Enhancements to the native prediction builder
One of the most coveted features of Zia is its Prediction. It can predict different aspects of your business based on the configuration like conversion probability or potential purchase by a prospect, and so on. Zia Prediction will thus, help you set the right expectations by projecting its findings for all qualified records.
Click here for more information on Zia Prediction.Now, to assess Zia's learning efficacy and ensure more accurate prediction, we are introducing a couple of enhancements to the prediction summary page of the builder.
Feature rename announcement:
Before we get into the enhancements, we'd like to inform you that we have renamed this native prediction feature as Field Prediction, for we have added another prediction feature for churn. Click here for more information.
Before we get into the enhancements, we'd like to inform you that we have renamed this native prediction feature as Field Prediction, for we have added another prediction feature for churn. Click here for more information.
Let's get back to the enhancements!
- Enhancement to Learning pattern score
- Renaming learning pattern score to Model accuracy
- Introducing version history and module comparison
- Moderatng desirable contributing factors
- Introducing Prediction accuracy
Enhancements to learning pattern score
In this update, the erstwhile learning pattern score - the measure of Zia's learning, is renamed as Model accuracy. Also, to understand how Zia's learning has evolved through different versions, we have added version history and the ability to compare them one on one.
Zia's learning is an ongoing process. Once a prediction model is built, Zia will retrain and recondition its learning, every 15 days and each model is logged as versions. With the version history, you can now view up to four versions versus the original configuration to get an idea as to how the data sets have evolved. It displays version number, factors included during learning at that version, and date.
Furthermore, you can compare up to three versions for a more detailed analysis of how your data is being used to learn. If you are not satisfied with the current learning pattern, you can also moderate the contributing factors and the pattern will be followed in the subsequent versions.
Introducing Prediction Accuracy
Just as how Zia measures its learning accuracy, Zia will also assess its prediction accuracy. It is a measure that shows how reliable the prediction will be. The higher the score, the higher will be the reliability. It will display the number of records predicted and of them how many of them were successful. This will help you decide whether to proceed with Zia's prediction or not.
That's all about enhancements on Zia, for now.
Like mentioned, we have opened these features to all users in EU, US, and IN DCs. We hope these features will help you administer and manage your business, at ease.
Should you have more questions or feedback feel free to open a comment, we'd be happy to join the conversation. Thanks and have a good one!
Thanks and have a good one,
Saranya
Access your files securely from anywhere
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Saranya Balasubramanian
Sticky Posts
Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions
Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performancePresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversEnhancement in Zoho CRM: Introducing New Return Types for String Fields Based on Character Length
Dear Customers, We hope you’re well! In Zoho CRM, formula field with string return type is used in various scenarios where text is involved like concatenating customers’ first and last names, trimming characters from texts, performing find and replaceTransform 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 handwrittenApprove records efficiently: Useful enhancements to My Jobs module and Approval process in Zoho CRM
Dear Customers, As you might know, approval process is a process automation tool that allows you to automate approvals in your organization and My Jobs is where you approve requests from a single point of view. Here's how you'd go about it: You’d add
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Billing Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Migrate Mailbox between Microsoft 365 tenants - Safe, Fast & Easy
Moving mailboxes between Microsoft 365 tenants is a difficult proposition when you've got a large number of user accounts, a lot of email data and a number of Microsoft 365 services to contend with. This is a common scenario when a business is undergoing👍 Zoho CRM's Notes now gets Reactions and a new look
Available in SA and JP DCs. Rolling out to other DCs in phases. Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records. Now with Note Reactions, users can quickly acknowledge updates, expressWidget Height were destroyed
All widget heights in the Details Canvas view are broken. Moderation Update: This is a known issue with widget heights in Client Script popups and flyouts. A fix is in progress, and this post will be updated once it's released.Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions
Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performanceEnhanced Zoho CRM and Office 365 calendar synchronization features!
Dear customers, We're excited to share some significant improvements to our Office 365 calendar synchronization features, aimed at providing you with more control and a more personalized experience. What’s new Choose your Office 365 calendar: During theIntroducing Zoho Key Service, a simpler way to access LLMs without API keys
Available in the Professional, Enterprise, and Ultimate editions in the US, IN, AU, JP, and CA DCs. Hello everyone, We are excited to bring Zoho Key Service (ZKS) in Zoho CRM, a simpler way for organizations to access and use third party LLMs. You canZoho Books Support
Dear Team, Zoho Books offers a demo before you purchase zoho books. But after that when he actually purchases the product he has to rely on toll free number or help documents. But this might get frustrated in the initial period. Specially in initial period.How to add a fee based on payment method
I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to createMirror Component in Zoho CRM: Access real-time related data without leaving your record
Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without havingWhat's New in Zoho Invoice | July – September 2026
Hello everyone! We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from July to September 2026. Here's what's new this quarter: Zoho Invoice is Now Available in Nigeria Introducing the Super Admin Privilege E-InvoicingConvert MBOX to PDF Free on Mac and Windows
MBOX files are widely used for storing email messages in email clients such as Thunderbird, Apple Mail, and other programs that support the MBOX format. Although this format is useful for handling emails, it can at times be inconvenient to access theNotes - Reaction Buttons
Using the native notes option within CRM is fine, it works and the RTF features are great, however, would it be possible - if there isnt already something in place, where we can add a reactions button, similar to teams/whatsapp to show that its been readZohoBooks - "Account transactions" report doesn't have any "Desciptions"
Hi, I'd like to push for this to be included in ZohoBooks: In a "account transactions" report all the numbers are right, but I'd really like to see the "Description" as part of this report, i.e. the line-item-description as I would see it in the bank statement. Essentially all you see is a list of numbers adding up to the total. It is very difficult to see if things are right without being able to see what exactly each transaction refers to. Going into each transaction one-by-one is not a workableAddress limits per customer by edition
I’m on the Standard edition and have reached a limit of 30 addresses under a single customer. Before I move to an annual Professional subscription, I need to confirm the following: What is the maximum number of addresses allowed under one contact, andExport from List view
I'm constantly having the issue where my users are building lists in ListView for various objects and then realising they cant export the data, then they have to go and build the data set in reports to export. I would like to see the ability to export to excel/csv from ListView.Cannot apply tags to multiple items at once
It is very frustrating needing to apply tags to notes individually. Even worse that it takes multiple clicks to do it. Can there please be an update to: 1.) Allow us to apply tags to batches of notes in one go. 2.) Make it less clicks to add a tag 3.)Get all hiring updates via Zoho Cliq bot notifications
We’re introducing a new way to stay updated on recruitment activities: Cliq Bot notifications. Now you can receive Zoho Recruit notifications directly in Zoho Cliq—alongside your existing in-app alerts and emails. Whether it’s a candidate status change,Notes Acknowledgement
It would be great to have emojis that can be used for Notes. Emojis such as Thumbs Up to let someone know you agree with them or a emoji for thanks. It's a simple way to acknowledge that you read someone's note. Moderation update: Emoji reactions forIs it possible to log text messages from iphone into Zoho CRM
My team is more and more utilizing text messaging to communicate with clients. Does Zoho have a solution for logging these text messages when clicking "Send Text Message" from the Zoho app. Much like when you call, you get prompted to log a call, canProject Finances: Fully Accessible within Projects
Project finances and work items are now on the same screen and it transforms the way you run your project. Managing your project finances is now much easier and in the same screen as your work items. Access quotes, invoices, bills, sales orders, and purchasezoho stream web notifications
since im locked out of IMAP and cant use my mail app that lets my team collaborate and chat below emails, im trying out the zoho version of this... zoho streams. On the bottom of an email in the zoho mail web app, i "comment" and mention another user.UI / UX Improvements
Please consider changing the Dependency Details window from a column-based layout to a list-based layout, or allowing users to choose their preferred layout. The current column-based view uses screen space inefficiently and makes navigation difficult,Zoho CRM and Desk sandboxes for testing native integration
Hello team, We are evaluating the native integration between Zoho CRM and Zoho Desk, We have sandbox instances of both products and want to test the integration there, without any effect on our production CRM or production Desk data. While setting upFunction #24: Automatically display deal name from Zoho CRM on quotes in Zoho Books
Deals allow businesses to organize and visualize their sales pipeline. This provides a clear overview of all potential opportunities and helps in making informed decisions. Zoho CRM empowers you to create deals or potentials for your clients and monitorZoho Books | Product updates | August 2026
Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,Auto-Sync Field of Lookup Values When Parent Record Changes
Hi Zoho Team, Currently, when you use a "Field of Lookup" in Zoho CRM, the value is captured as a snapshot at the time the lookup is set. If the parent record is later updated, the Field of Lookup value on the child record does NOT update and stays stale.[Request] Pivot filter date option : from set date to relative value ie from 01Jan to LastMonth
I don't think I can currently do this... but it's worth asking if it's possible. My use case is concerning annual leave which is calculated from the beginning of the calendar year (01Jan) then each month I want to have details of leave taken etc... InCustomer Statement Showing Incorrect Negative Balance Due to Unused Advance
Dear Zoho Support Team, We are facing an issue with the Customer Statement in Zoho Invoice related to customer advances/mobilization advances. The issue is that when a customer has made an advance payment that has not yet been fully utilized against invoices,Mois de la sensibilisation à la cybersécurité 2026 : faites de la sécurité un réflexe avec Zoho
Imaginez : vos systèmes informatiques répondent aux normes de sécurité en vigueur et votre entreprise est assurée contre les cyberattaques. Pourtant, un matin, tout bascule. Vos données sont chiffrées et un message glaçant s’affiche à l’écran : « Si vousSpecifying time increments on a Date/Time field
Hi all, Im using a Date/Time field in my CRM module. At the moment the increments are 30 minutes. How can I change these to be 15 minutes? ThanksRead, View, Access, or Open an OST File Without Outlook
Have you at any time needed to open an old OST file only to find that Microsoft Outlook is not installed on your computer? It is very annoying, particularly in the case where the file includes important emails, attachments, contacts, or calendar items.What's new in Zoho Workplace | August 2026
Hello Zoho Workplace community! Here's a roundup of all the new features and announcements that went live across Zoho Workplace applications in August. Zoho Mail Zoho Mail is now available in AWS Marketplace! AWS Marketplace users can access and subscribeRead, View or Open MBOX File without Any Email Clients
Since email messages are stored in a single file by MBOX files, they are useful for keeping email data in one location. Many email programmes, such as Thunderbird and other mail clients, support this format. However, if you have an old MBOX file and theWhat's new in Zoho Social - Q3 recap
Hello everyone, We've rolled out a bunch of exciting updates in Q3, and we're thrilled to walk you through them. Here's a quick look at everything we released in July, August, and September to help you experiment with content, automate engagement workflows,The Social Wall: September 2026
Hello everyone! This month, we’re bringing Snapchat to Zoho Social. You can now connect your Snapchat account and manage your content alongside your other social channels. Whether you want to reach a wider audience through Spotlights or share quick updatesHow to Convert Apple Mac Mail to PST for Outlook for Free?
Apple Mail is a widely used email program among Mac users, but what do you do if you want to transfer your emails to Microsoft Outlook? In such a situation—for example, when you are moving from a Mac to a Windows computer or when you need to use OutlookTurning off the recorded welcome in Zoho Webinar
Is there a way to turn off the recorded voice that comes up at the beginning of every webinar session? It devalues the experience for attendees from feedback, interrupting their connection with our brand and delaying webinar start unnecessarily.Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team
Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,Losing description after merging tickets
Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.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 ANext Page