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
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
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 activitiesPresenting 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 deliversCreate and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standardIn-person ZUG Meetups for Real Estate Professionals - US Q1 2026
The Real Estate Zoho User Group is going on a multi-city, in-person meetup tour across the US, and we’d love to see you there! These meetups are a great opportunity to: Connect with fellow real estate professionals using Zoho Share challenges and discoverNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions 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
Convert Lead Automation Trigger
Currently, there is only a convert lead action available in workflow rules and blueprints. Also, there is a Convert Lead button available but it doesn't trigger any automations. Once the lead is converted to a Contact/Account the dataset that can be fetchedNotes Not Saving
Hello, My notes are continuously not saving. I make sure to save them, I know the process to save them. It is not operator error. I go back into a Leads profile a while later and do not see the previous notes that I have made. I then have to go back and do unnecessary research that would have been in the notes in the first place. Not a good experience and it is frustrating. Slows me down and makes me do unnecessary work. Please resolve. As a quick heads up, deleting cookies is not a fixIntegration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"
We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. InPrefill form with CRM/Campaigns
I created a form in zForms and created prefill fields. I added this to the CRM and selected the fields so when sending from the CRM, the form works great. However, I want to use the same form in Campaigns and I want it to pull the data from CRM (whichNotes badge as a quick action in the list view
Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associatedTriggering a campaign automation from a Form
I used Forms to create a lead form that is accessed by a button on my website. The field information flows into the CRM. However, I am trying to figure out how to use Campaign automations to start a workflow (series of campaign emails) that is triggeredName changed in settings for mailbox but still not changed when typed in To field
In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If IEmployee Appraisal Applicability - Why is Date of Joining Hard-Coded?
In the new (to me, at least) Performance Appraisal Cycle wizard, it's possible to set criteria to determine for whom the appraisal process should apply. This makes sense on its face. However, one MUST use the Date of Joining criterion as a filter. WhyFormula fields
Zoho People now supports formula fields. This post illustrates it. Formula fields are fields whose value is calculated instead of being entered by the user. Using this, number, decimal and date manipulations can be done. The value of this field could be numeric or date depending on the output of the formula. In date manipulations, the result will be given in milliseconds, which you can format as per you need. The operators we support are +, - , *, /. Formula fields get recalculated automaticallyCopy paste from word document deletes random spaces
Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and withoutIs it possible to use module field filters via URL parameters?
It would be really convenient if I could quickly link to a filter. For reference, this is the filter functionality I'm referring to: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/advanced-filters/articles/advanced-filters For example: MyTransitioning FESCO Bill Project to Zoho Sheets and Integration Options
Hello Zoho Support, I'm considering transitioning my FESCO bill project from Google Sheets to Zoho Sheets and wanted to know if there are integration options to seamlessly migrate our existing work. You can view our platform here, any guidance would beSupport for Custom Fonts in Zoho Recruit Career Site and Candidate Portal
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While theseLightbox Pop-up form
I would like to embed my form using the lightbox pop up. I don't want it to load automatically. I want it to load when some clicks the button. I can see this option, however when I use the "show pop-up launch button" on the website, the button automaticallyUnable to remove the “Automatically Assigned” territory from existing records
Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the AutomaticallyData Processing Basis
Hi, Is there a way to automate the data processing for a candidate every time an application arrives from job boards, without requiring manual intervention? That is, to automatically acquire consent for data processing. I've seen a workflow that allowsLightbox Pop-up form
I would like to embed my form using the lightbox pop up. I don't want it to load automatically. I want it to load when some clicks the button. I can see this option, however when I use the "show pop-up launch button" on the website, the button automaticallyZoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everythingCustomer Management: #5 Never Let the Customer Slip
When Rahul started Knight's Watch Consulting, his focus was simple: deliver good work and keep clients happy. He offered one-time consulting projects, monthly advisory retainers and usage-based support for growing clients. Business was steady, and customers10GB Email Storage Limits in Zoho CRM
We’ve had Zoho One for almost 5 years and have always synced our emails from Gmail via IMAP… As of late, we’ve run into issues with our emails not syncing, due to being over the 10GB storage cap… What’s very odd is that we haven’t changed a thing? I knowZoho Projects Android and iOS app update: Mobile device permission based on user profiles
Hello everyone! We have brought in support for mobile device permissions based on the user profiles which are configured in organization level. Administrators can now configure the permissions on the web app(projects.zoho.com) by following the steps mentionedGood 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 activitiesHow to import data from PDF into Zoho Sheet
I am looking to import Consolidated Account Statement (https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement) into zoho sheet. Any help is appreciated. The pdf is received as attachment in the email, this document is passwordUnlocking New Levels: Zoho Payroll's Journey in 2025
Every year brings its own set of challenges and opportunities to rethink how payroll works across regulations and teams. In 2025, Zoho Payroll continued to evolve with one clear focus: giving businesses more flexibility, clarity, and control as they grow.Zoho Projects Android and iOS app update: Timesheet module is now renamed as 'Time Logs', delete option has been renamed to 'Trash'.
Hello everyone! We have now renamed the Timesheet module as Time Logs and the delete option as 'Trash' on the Zoho Projects Android and iOS app. Time Logs Android: Time Logs iOS: Trash option Android: Trash option iOS: Please update the app to the latestZoho Mail app update: Manage profile picture, Chinese (Traditional) language support
Hello everyone! In the latest version (v3.1.9) of the Zoho Mail app update, we have brought in support to manage profile picture. You can now set/ modify the profile picture within the app. To add a new profile picture, please follow the below steps:Reminders for Article Approval
Is there a way to send reminders for approvers to review articles and approve/deny them? I'm not seeing that option anywhere.To print Multiple delivery notes in batches
In Zoho Books, we can print a Delivery Note from an Invoice using the Print Delivery Note option, but it is non-editable and always prints all line items from the invoice. Our requirement is to deliver invoiced items in batches and print delivery notesAdd Full-Screen Viewing for Quartz Recordings in the Client Interface
Hi Zoho Team, We would like to request an enhancement to the Zoho Quartz client interface when viewing submitted recordings. Current Limitation: When viewing a Quartz recording from the client (user) interface, there is currently no option to switch the2025 Recap: A Year to Remember | Zoho Inventory
Important Update : Pipedrive deprecated fields no longer supported in Zoho Analytics
Dear Pipedrive users, We would like to inform you about a recent update related to your Pipedrive integration with Zoho Analytics. The Pipedrive team has deprecated certain fields from their application. You can find more details in the official PipedriveProduct Updates in Zoho Workplace applications | November 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this November. Zoho Mail Format comments easily using Slash Commands With Slash commands, you can easily format text, insertRight-Click Pipeline to Open in New Tab
Please add the ability to right-click on a pipeline to open it in a new tabAdjusting Physical Inventory
Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to beHow 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?Deluge date time issue
The deluge function info zoho.currentdate.toString("MMM/YYYY") returns Dec 2026 instead of 2025Sending automated messages that appear in the ticket's conversation thread
Good morning, esteemed Zoho Desk community, warm greetings Today I am here to raise the following problem, seeking a solution that I can implement: I need to implement an automation that allows me to send reminder messages to customers when I am waitingIssue with Zoho Creator Form Full-Screen View in CRM Related List Integration
Hi Team, We have created a custom application in Zoho Creator and integrated it into Zoho CRM as a related list under the Vendor module, which we have renamed as Consignors. Within the Creator application, there is a form named “Pickup Request.” InsideSet connection link name from variable in invokeurl
Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()sync views to sheet
Im looking to sync my views aka reports in analytics to zoho sheets, when data is updated in analytics it also should be updated in sheets, till now zoho sheets only offer raw data connection and it is not enough as these reports are difficult to re-doNext Page