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.
Benefits
- Every user logs in to a homepage that's clear, clutter-free, and relevant.
- With reports brought to the forefront, users can track performance and act immediately without having to navigate through multiple tabs.
- Rich text and quick links on the homepage help reduce information gaps.
- 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.
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).
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
Anna Sakhi John
Haiku Technical Support
PJ
Kava Li
Ishwarya SG
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 activitiesVoC in Zoho CRM is now data savvy: Explore response drilldown, summary components and participation in CRM criteria
VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following: A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute ExpandedWrapping up 2025 on a high note: CRM Release Highlights of the year
Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank youPresenting 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 standard
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
IMAP login problem
I have my domain hosted with zoho @wilson.ie I have added a new user and have enabled IMAP access to this user account The user can login to zoho mail on the web. When we enter the server settings into Outlook as per below, Outlook cannot login to theChanges to subform in Zoho CRM Portal Timeline History Unavailable
Hi Support Team, We have noticed a feature limitation in the Zoho CRM portal. We created a portal for our vendors to edit records directly, but when vendors make updates, the Modified Time and Date fields are not being updated. Additionally, these updatesThis mobile number has been marked spam. Please contact support.
Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?Duplicating report but custom layout does not
Dear Zoho Creator, I need to duplicate a report into 10 copies, but unfortunately the custom layout (detail view) doesn’t copy along with it. I tried exporting and importing the custom layout, but the field mappings are incorrect. I believe everyone areCredit Card Readers?
We would like to use our commerce website at conferences (and eventually in store) to swipe credit cards to pay for orders. How would we accomplish this? Does Zoho have anything available for a developer write code to integrate something like Stripe TerminalStock count by bin location
Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area RegardsAdd Prebuilt "Partner Finder" Template with Native Zoho CRM Integration in Zoho Sites To: Zoho Sites Product Team
Hi Zoho Team, We hope you're doing well. We would like to request a prebuilt "Partner Finder" template for Zoho Sites, modeled after your excellent implementation here: 🔗 https://www.zoho.com/partners/find-partner-results.html ✅ Use Case: Our organizationHow Do I Refund a Customer Directly to Their Credit Card?
Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-Zoho Learn Course Completion Notifications/Triggers/API
Zoho Learn works great and will suit our course creation needs, but it appears to be lacking a bit when it comes to integration with other Zoho services (creator etc.) when it comes to course completion. 1) Is there an API or Zoho Flow trigger for whenEnhanced Recording Permission Controls for Zoho Cliq Meetings (Similar to Zoom)
Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the recording permission functionality in Zoho Cliq Meetings. Current Limitation: in Zoho Cliq Only hosts and co-hosts can record a meeting. Participants cannotPhone Connection
When on a call the person on the other end complains that there is static, I am cutting in and out or they can't hear me all. This happens on the cell connection as well.Can't add a sender adress from zoho campaigns
hi, I need to change the sender address for a campaign. When i try to add it i get a message to say 'duplicated email address found while adding your sender address'. This is the first campaign i'm sending so I don't understand why this message is displayed? Thanks JaneExport History timeline
Hi, I have an idea, bout zoho desk history of the ticket it would be great if the agent or admin of the zoho desk can export the timeline of the ticket history for agent report or on other matter.Desk fails to create a new ticket on Reply email
When I send a direct email to support@mysite.com, Desk will create a new ticket as expected. When I REPLY to an email sent from support@mysite.com, Desk will NOT generate a new ticket. This is very bad. How can I fix this? Use case: In a separate systemAsk the Experts 25: Experience the full spectrum of Zoho Desk’s autumn and spring releases for 2025
Hello Everyone, We’re on the 25th episode of our ATE series! It's a true milestone in our live community interactions! It’s been an amazing journey since we started in October 2018. Zoho Desk has come a long way, evolving with the support of a wonderfulAddin Support in Zoho Sheet
Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?Wise integration in Zoho Books
Hi, it is now time for zoho books to support Wise.com integration for payment links. Wise has launched credit card payments, now about 0.5% cheaper than Stripe. Also their bank payments are much much cheaper than credit cards. Its time for books teamFunction #61: Automatically add free item to the invoice based on item quantity
Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotionsNotes for Items for Future Purchase Order
Next time when I order an item, tau have to make some changes in it, that order has to be placed after 4-5 months, I want to save those changes or points somewhere in the item, how will that be possible..Schemes of different tyoe
How can easily apply hourly, day wise or month wise schemes on Bill, Quantity, and other schemes. Like I want to apply a scheme Form today to next 7 days .where i can mention in zoho books so scheme will implement automatically to all customers andClients not receiving emails
I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!Free Plan mail accounts details
In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.comNo more IMAP/POP/SMTP on free plans even on referrals with NO NOTICE
Outraged. Just referred a colleague to use her domain (not posting it publicly here) to Zoho, just as I have other colleagues, clients, friends. Expected the exact same free plan features as I have and as everyone else I ever referred got. I was helpingUnable to receive email - "5.3.0 - Other mail system problem 554-'5.2.3 MailPolicy violation Error delivering to mailboxes'"
My users are unable to receive emails from one particular domain, apparently. The domain known to be kicked back is whitelisted in the spam control. I sent an email to support earlier this morning but I have not received a reply. The error in the titleCaixa de saída bloqueada. Como desbloquear?
Olá, meu e-mail isabela.celli@sivirino.com está com a caixa de saída bloqueada. Não consigo enviar e-mails. Acredito que tenha sido porque mandei o mesmo e-mail para várias pessoas, pedindo uma cotação de serviço. Vocês podem desbloquear para mim? QuantosZoho Forms - Improve the CRM integration field to query data from more than one module
Hi Forms team, Something I get stuck on regularly is pre-populating a form with data when that data is spread across 2 or 3 modules. For example Contacts, Accounts and Deals. I don't want to duplicate the information in CRM so I end up writing a functiondesbloquear cuenta
Buenos dias Cordial saludo Tengo una cuenta libre en zoho mail asociado a un dominio, pero uno de los usuarios se bloquea el correo porque dice que ha excedido el límite de correo, por favor podrian desbloquearla y como hago para que esta persona debe enviar sus correos sin ningun probleama. Gracias de antemanoNot Receiving Incoming Mail
I can send emails from my account but I do not receive any. I originally set up forwarding and it worked for a while and then stopped. I turned off forwarding and now do not receive any emails. Could you please check what is causing this issue? Thank youMaking preview pane "stick"
Hello, Is it possible to fix/dock the preview pane so that it's always there? The modern monitors are all very wide so there's plenty of space horizontally. Having the preview pane disappearing and appearing again when you click on an email message inReason:554 5.1.8 Email Outgoing Blocked
I have been struggling to set up my email address for some time now; it's difficult to locate what I need. Additionally, I cannot send or receive any emails. I keep receiving the "Reason: 554 5.1.8 Email Outgoing Blocked" error. There doesn't seem toTrouble Connecting Zoho Mail via IMAP in n8n – Need Help
Hi everyone 👋, I'm trying to connect my Zoho Mail account to n8n using the IMAP Email Trigger node, but I'm facing issues getting it to work fully. ✅ Here's what I’ve done so far: ✅ IMAP access is enabled in my Zoho Mail settings ✅ I’m using the correctUnable to send message; Reason:554 5.1.8 Email Outgoing Blocked
Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this pleaseChanges to the send mail Deluge task in Zoho CRM
Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?Page Rules in Forms
🚀 Dynamic Page Navigation Implementation I successfully implemented dynamic page navigation based on a user's radio button selection. The goal was to direct users to a specific, corresponding page while ensuring they only interact with the flow determinedCancellation of written-off invoice
Hi, Can I know when we cancel the write off (write back), in which FY, the reversal is recorded. It doesn't ask as to when the write off should be cancelled to reflect!. It shouldn't reflect in the year in which the invoice was written off since the YearCreate Invoice automated with Package
Does anyone knows how to create an invoice from a SO when we have created the package? We do these manually. and validate that the product packed is the product invoiced (if the order is partially packed) Regards, JSI want to create a mailing list, NOT a group.
Can I create a mailing list in Zoho mail? I just want to be able to make a list of email addresses and give the list a name. Then when I type the list name, the list of email addresses will be automatically listed. When I create a group it sends an emailERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer
This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. *****, ERROR CODE :554 - Your access to this mail system has been rejected dueno me llegan los correos a Zoho mail
No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? graciasGroup Calendar as Default for adding new events, etc?
Hi, I want to make the group calendar (that I created, if that makes a difference) the default for anything new I add to the calendar. How can I do that? thanks.Next Page