Uplifted homepage experience

Uplifted homepage experience


Alert
Editions: All editions.

Info
Availability update:
  1. 17th February 2026:
    All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions)
  2. 23 February 2026:
    JP (All Editions) | AU, CN (Free, Standard, Professional editions)
  3. 27 February 2026:
    EU (Free, Standard, Professional editions)
  4. 3 March 2026:
    IN (Free, Standard, Professional) | AU, CN (All editions)
  5. 10 March 2026:
    EU (All Editions) | US (Free, Standard)

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

      • Recent Topics

      • Ability to assign Invoice Ownership through Deluge in FSM

        Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This

      • 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. Latest

      • Enhancement to ICR’s field prompting: Preferred data extraction using advanced field prompting

        Dear Customers, We hope you’re well A quick background Intelligent Character Recognition (ICR) comes as part of Zia’s optical recognition capability called Zia Vision. When we introduced it last April, the data extraction was training-based and was applicable

      • Kaizen #234 - Automating Deal Handoff with Zia Assistant API, Workflow, Deluge, and Widget in Zoho CRM

        Hello all! Welcome back to a fresh Kaizen week. In this post, we will explore how to automate the deal handoff process in Zoho CRM using Zia Assistant API + Workflow + Deluge + Widgets. Here’s how the final output looks when a deal is reassigned 1. Deal

      • Actual vs Minimum

        Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the

      • See a list of all records enrolled in a cadence?

        I am looking for a way to see a list of all leads or contact currently enrolled in a cadence. I do not see any way to do this through the cadence UI.

      • Limitation in chart of accounts

        There is a limitation of 4000 accounts in chart of accounts  Zoho needs to remove this limit

      • How do I change the account bank charges are charged to?

        I want bank charges charged to my Credit Card Fees account. Is there a way to do this?

      • Real signature in Zoho Expense PDF report ?

        Hello ! Is there a way to put a real signature on the signature line when a PDF report is generated in Zoho Expense? Through Zoho Sign or another way? Can't seem to make it work.

      • Copy paste settings

        Hello all i have 2 organizations running in ZOHO books in one organization i have customised Tax rates, codes and customized templates instead of manually doing again in org 2 can i have some shortcut to copy paste or export and import??

      • Custom TDS on Vendor Credits via API

        Hi, We are using Zoho Books APIs for posting Bills and vendor credits. We are unable to post custom TDS amount posting vendor credits. Can you please share the API spec and Payload that need to be sent for Custom TDS for Vendor Credits.

      • "Unlink" Advance from Bill without Deleting the Payment Record

        I am writing to highlight a significant workflow issue in Zoho Books (India Edition) regarding Vendor Advances and Bills. The Scenario: I recorded an Advance Payment to a vendor. I matched/reconciled this payment in the Banking module. I received a Bill

      • Advance Payment Record Removed When Deleting Applied Credit from Bill

        Hello, So while working with vendor advance payments, I noticed that removing the applied credit from a bill also removes the corresponding entry from the Payments Made section. What I did : Recorded an advance payment to a vendor through Payments Made.

      • What is the best way to convert MSG file to Word format?

        The best way to convert MSG files to Word format is by using a reliable and professional tool Aryson MSG file Converter. Manual methods are often time-consuming and may not preserve email formatting, attachments, or metadata accurately. In contrast, Aryson

      • Address Typeahead Extension for Zoho Books

        I installed the Address Typeahead extension for zoho books but when I went to configure it, it said that that version was deprecated. Is there a newer version somewhere?

      • How to create a new Batch and update Stock via Inventory?

        Hi everyone, We are building an automation where a user enters batch details (Batch Number, Mfg Date, Expiry, and Quantity) into a Custom Module. I need this to trigger an API call to Zoho Inventory to: Create the new batch for the item. Increase the

      • Zoho Projects : Task should auto-update to 'In Progress' if timer started

        Namaskaram. Right now, if a Task's timer is started, the Task stays in 'Not Started' status. One has to manually update it to 'In Progress'. From a #uxdesign standpoint, it is an unnecessarily two step process to start working on a task. It would be better that, if I start the timer on a task, it should automatically change to 'In Progress' status. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ Customers

      • Invoice template with sales tax totals

        Hi everyone,  I am trying to edit my invoice template so that only the total sales tax collected for my tax group shows up. Right now, under by sub total, each individual tax shows up and that takes up a lot of unnessary space, so I just want the one

      • Zoho Delayed Posting & Loss of Article Thumbnails on BlueSky

        Hello! I am wondering if anyone else has had the either of the following issues when posting to socials via Zoho and if there is a fix? 1. Post says it is scheduled or it is live when sent off via Zoho but it doesn't show up on socials till some time

      • Connection Not Secure (Certificate Mismatch) Error

        Hi, Just a fyi, when you go to https://bigin.zohocloud.ca/bigin/Home you get a "Your Connection Is Not private" error. (Certificate mismatch to domain.) I get to that page after I have signed up and signed in as a customer and select the Access Bigin

      • Recording the Investment

        Hello, - One Investor Invested to our company, So how do we record investment which we received in our bank in the Zoho books ? - How do we record if we provide shares to the investor in the Zoho books? Thanks

      • Export Invoices to XML file

        Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

      • Client and Vendor portal at the same time

        We have companies that serve both as clients and vendors and they are linked. However, we have a problem giving them access to the vendor/client portal. If they accept the invitation from the client portal, when we try to invite them to the vendor portal

      • How do you print a refund check to customer?

        Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

      • Integrate Multiple ZohoBooks organization with zoho projects

        We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to a

      • ZOHO CRM Button Integration

        Hi Team, I’m currently working with Zoho CRM along with a custom application where I fetch deal details from the CRM and use them based on my requirements for each deal. Now, I want to enhance this setup. I plan to create a button on the Deal Detail page

      • Ways to calculate the difference form two years or months

        Hi to everyone I have this request: I need to show the difference or variation from two periods (years or months) whether using a Pivot View or a graph, in this is case is better in a Pivot view. In the pivot view I will have the amount or results from

      • Zoho CRM strips whitespace in text fields

        When editing field text with multiple spaces: CRM - both UI and API trim / compress the whitespace to a single space when saving: Is this known / expected / documented behaviour?

      • Career site URL - Suggestion to modify URL of non-english job posting

        Hi, I would like to suggest making a few modification to career sites that are not in english. Currently, the URL are a mix of different languages and are very long. It makes for very unprofessional looking URLs... Here is an example of one of our URL

      • Uplifted homepage experience

        Editions: All editions. Availability update: 17th February 2026: All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions) 23 February 2026: JP (All Editions) | AU, CN (Free, Standard, Professional editions) 27 February 2026:

      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

      • How to update "Lead Status" to more than 100 records

        Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

      • Introducing Contract Settings & Backdated Contracts in Zoho Contracts

        We are rolling out updates that give you more control over how contracts are created and managed in Zoho Contracts. From defining default workflows with Contract Settings to aligning agreements with real timelines using Backdated Contracts, these enhancements

      • Celebrating our customers on International Client's Day

        Hi everyone, Every customer is part of our Zoho Desk family, and we wouldn’t want to miss celebrating you on this special day. This International Client's Day, we’d like to take a moment to appreciate every customer who has helped us grow and build meaningful

      • Zoho Books | Product updates | February 2026

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting

      • Faster Ticket Response with use of Snippets in comments

        Hello everyone, Responding to tickets often involves repeating the same messages, whether it is sharing updates with customers or leaving notes for internal collaboration. To make this easier and more consistent, we are allowing agents to use snippets

      • Improving Zoho Creator's email deliverability

        Hi all, We're pleased to announce updates to email handling in Zoho Creator to improve the deliverability of the emails sent from the Creator platform. These updates have been designed keeping in mind the fact that emails from domains with strong sender

      • What's New in Zoho Billing | February 2026

        February brings a powerful set of updates to Zoho Billing, from smarter subscription management and flexible payment options to better reporting and more control over your hosted pages. Here's everything that's new this February. Create Subscriptions

      • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

        Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—

      • Reassign Partially Saved Entries

        Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to multi-select and be able to reassign them to another user to complete (Such as when a user has left the company). Thanks Dan

      • Next Page