Uplifted homepage experience

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.



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


Editions: All editions.
Release Note: Available in CA and SA DCs (Standard, Professional).



      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • customer Name and address details

                                    i created one application there is no customer details in that . how to add customer details and
                                  • Recalculate every row in the subform

                                    Hello, Can anyone help me with a script, please? I have an issue. Sometimes it happens, that in a multi row subform one of the rows show an incorrect row total value. Not really understand how it can happen, if I have a 20 row subform, 19 rows show correct
                                  • Creating Repeat Forms that remove redundancies

                                    I wanted to understand if you can make multi-layer forms that reduce the need for users to input information in again and again. We want a form that our suppliers fill out per ingredient they sell, and the end result should have the Ingredient (Section
                                  • What is the difference between the free plan and the mail lite plan?

                                    What is the difference between the free plan and the mail lite plan? How many emails can I send per day?
                                  • Unblock email

                                    Hi The outgoing mail from a client of me is blocked. I already made tickets and tickets are send to the EU desk but nobody is responding. The problem is already 4 days! There is absolutely no help from the support. I am really not satisfied at all! Can
                                  • Domain verification failure

                                    Hello Zoho Support, I purchased my domain directly through Zoho Mail, but the domain verification keeps failing with the message “TXT verification failed.” I’ve already waited and retried several times, but it still won’t verify. Could you please manually
                                  • Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

                                    My email account is unable to send emails, and I urgently need to use it. How can I resolve this?If there is anything we have done wrong, please let us know in advance so we can actively cooperate to improve. User ID: 850482493
                                  • URGENT: Email stopped workin - can't access admin panel

                                    For some reason email sending stopped working. When I try to send an email it fails with "Unable to send message;Reason:451 4.7.1 Temporary system error" I can receive email just fine I see in my notifications some errors about the MX records, however
                                  • Can I associate an invoice to a Project after the fact?

                                    We have generated an invoice but would like to assoicate it to a Zoho Project after the fact.  Is there any way to accomplish that? Thanks, Scott
                                  • Emails I send as a cc or bcc NEVER GO THROUGH TO THA RECEIVER !!

                                    every time i send a cc or bcc copy of an email to anyone when I’m using my zohomail.com email - no one ever gets the cc of bcc copy if the email: why???? And i triple check that the email addresses are correct; then i get back an email message (EVERYTIME)
                                  • Add Support for Authenticator App MFA in Zoho Desk Help Center

                                    Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,
                                  • Auto-fill Contacts in Zoho Mail not working for me

                                    We just switched to Zoho Mail for our company, and I am noticing that the "auto fill" feature when composing an email -- where the "to" field is autofilled (like in the attachment) from Contatcts works for everyone except me. Any way I might have made
                                  • How to unlink a SAML user from the existing Zoho Desk user (domain change case)

                                    Hi everyone, I’m trying to understand how to handle a situation where a customer changes their company domain. In our setup, users authenticate via SAML, so when the domain changes, the SAML system treats them as a new user. However, in Zoho Desk, I’d
                                  • Price Managment

                                    I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just
                                  • Related to zoho survey

                                    Hi team. I want to know something regarding zoho survey question builder. I have two questions each of dropdown (One answer) - question type. In the first question, there are 16 answer choices and in the second question, there are 3 answer choices. For
                                  • Text Message

                                    When trying to sent a text message, it says its an error i should contact a zoho agent
                                  • Zoho POS is now available for Canadian retailers

                                    Hey everyone, We're excited to introduce the all-new Canadian edition of Zoho POS, which helps retail businesses simplify and manage their end-to-end business operations. Start by signing up and exploring the 15-day free trial. Sign up now How does Zoho
                                  • Payroll In Canada

                                    Hi, When can we expect to have payroll in Canada with books 
                                  • Mass update to change or shift all project dates and keep project structure + shift all sub-tasks dates with main tasks

                                    Most users would expect that if they change the start date of their project then that will be reflected inside the actual project and any project structure would be retained.  Additionally if a task list with associated sub-tasks is moved, most users would expect that those sub-tasks would also be moved along with their parent task.  This is not the case. For a total Project shift of dates: * the start and end date from > "Edit Project" page can have a radio button added to "shift all project tasks
                                  • Closing Accounting Periods - Invoice/Posting dates

                                    Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting
                                  • In-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 discover
                                  • Zoho CRM custom fields not showing in zoho creator

                                    Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of Products
                                  • Sending email notifications based on language

                                    Hello. I would like to know how we can bypass the default notifications (which are just in English) for when a ticket is created/replied to/closed, to be in other languages, based on the language field in the ticket? I can create other email templates,
                                  • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

                                    Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks
                                  • Download a file from within a zoho creator widget

                                    I have a widget running in Zoho Creator , it displays uploaded documents in a table file, and I have added a download link in the view. ( The widget is created with html, css and javascript). I do not succeed in getting the download working. Do I have
                                  • Zoho / Outlook Calendar sync

                                    The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."
                                  • Email content just contain 'OK' ,not what we expect

                                    create campaign API URL: https://campaigns.zoho.com/api/v1.1/createCampaign req params: {'campaignname': 'General_Outreach_d0cfc415-43aa-4b96-bb09-558e76a3dda3_50_20251117_214806_660', 'from_email': 'admin@allinmedia.ai', 'subject': 'ALL IN MEDIA', 'list_details':
                                  • Reopen ticket

                                    Hello! Can I reopen a ticket just using the API ticket/sendReply ? What's the rules to do it? I'm trying but it doesn't reopen the ticket, it just send the reply
                                  • Allow Admins to Transfer Ownership of Their Own Files & Folders

                                    Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement to the ownership-transfer functionality in Zoho WorkDrive, specifically regarding administrator capabilities. As administrators, we have the ability to
                                  • Tip#46: Capture accurate log hours

                                    Hello everyone, Use the newly introduced timer settings that will streamline the usage of timers and help admins or workspace owners to manage the time entries of the workspace users better. Check out the below mentioned timer settings added to the Timesheet
                                  • Moving to app-specific authentication for Google integrations

                                    Hello everyone, We’re making an important change to how Google integrations work in our platform. Until now, we used a common Google project across Zoho to enable integrations like Google Drive, Calendar, and more. Going forward, we’ll be moving to an
                                  • Lost the ability to sort by ticket owner

                                    Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?
                                  • How Can i put a form in Zobot

                                    Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !
                                  • Playback and Management Enhancements for Zoho Quartz Recordings

                                    Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to record
                                  • Zoho Analytics - Feature Request For Time Based Data Source Fetch

                                    Hi Analytics Team, I have a client using Zoho CRM and they want a weekly report at 4:30pm every Friday, emailed to the sales team showing a pie chart of Closed Won Deals for that week. This is easy to achieve in Analytics but not so easy to ensure the
                                  • Which user's capacity is used for Shared Mailbox storage?

                                    We use shared mailboxes at our company, and their size is increasing daily. Which user(s)'s total mailbox limit is being used up by this space?
                                  • Inserting the current date / time

                                    I'd like to use Zoho Notebook as a log - so it would be great to be able to insert the current date and time at the beginning (or end) of each my log/journal entries - or wherever I want. Something simple, like pressing a button/icon to insert it wherever my text cursor is. It could be formatted like "Mon Dec 11, 2017 - 11:43p". 
                                  • Campaign editor overrides href value

                                    I've been trying to insert a deep link in an email campaign so recipients can directly open a native app on their device. My deep link looks something like "myapp://". The options to insert links in the campaign editor are limited to strict urls, emails,
                                  • Bug Report and Suggestions for Improvement in Zoho Applications

                                    Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho
                                  • Canvas Flex Box containers should not require a width/height.

                                    Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational
                                  • Next Page