Hello Users!!
In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards.
We’ve added the all-new Gantt chart for project visualization, expanded our database integrations, introduced support for modern file formats, redesigned key user experiences with a visual refresh, and a brand new guide for white label solutions.
Let’s dive into what’s fresh this month!
Introducing Gantt Chart 
Manage projects more effectively with the brand-new Gantt Chart in Zoho Analytics. Use it to track tasks, monitor progress, and quickly identify delays in project execution.
You can customize your Gantt charts with:
- Different chart styles to suit your project needs
- Color schemes to visually distinguish tasks in progress and completed tasks
- Flexible date display ranges to match your preferred project view
Database Connectivity
We’ve expanded our support to help you bring in data from more sources, more flexibly.
- Cassandra

You can now import data from Cassandra, a distributed NoSQL database widely used for handling high-volume, high-velocity data. Zoho Analytics automatically normalizes the collections into parent-child table structures, making it easy to analyze your data once imported.
Learn more about importing from Cassandra.

- SAP HANA & ClickHouse

Now import data directly from cloud-hosted SAP HANA and ClickHouse databases. Alongside local server connection, we’ve added cloud server connection as an additional option to give you more flexibility with how and where you connect.
Learn more about importing from SAP HANA.
Learn more about importing from ClickHouse. - Cloud Database Synchronization – Failure Notification Settings

You can now configure synchronization settings to trigger a failure notification when a chosen number of table imports fail. Simply set the value for “n” failed tables, and Zoho Analytics will notify you when the condition is met. This gives you more control over monitoring imports and helps avoid missing critical sync issues.

- Snowflake - New Authentication options

Zoho Analytics now supports two new authentication methods for connecting to your Snowflake data:
These options provide more flexibility and enhanced security when configuring your Snowflake connections.
Local File Formats
Working with local files is now more powerful and flexible.
- New File Format Support - Parquet and Avro

You can now import Parquet and Avro files. These modern, columnar file formats are optimized for analytical workloads and are commonly used in big data pipelines.

- Larger file uploads

Until now, Zoho Analytics supported large file uploads only for CSV files. With this update, you can now upload files larger than 100 MB for the following formats through Zoho Databridge: - Excel
- HTML
- JSON
- XML
- Statistical files
This enhancement removes the hassle of file size limits when working with heavy datasets across multiple formats.
Invitation-based User Invite Flow
Zoho Analytics now uses an invitation-based model for adding users to your organization.
You can invite users in multiple ways, based on your workflow:
- From the Organization Settings or Workspace Settings
- While sharing reports or dashboards using email addresses
- By adding users to Groups
Invited users will receive an email and must accept the invitation to join. Access to your organization and its shared content will be granted only after they accept the invite. This ensures better control and visibility over user access.
Dashboard Background Image Customization
Personalize your dashboards like never before with new background image adjustment options. You now have greater control over how background images appear across your dashboards, helping you fine-tune visual impact and maintain readability.
You can now adjust:
- Brightness – Lighten or darken the image for visual balance
- Contrast – Enhance details and visual clarity
- Transparency – Soften the background to highlight dashboard elements
- Flip – Mirror the image horizontally for better composition
These controls allow you to create cleaner, brand-aligned dashboards that look professional and feel polished.
Lookup Suggestions
Creating relationships between tables is now even easier.
Zoho Analytics now offers lookup suggestions based on your table’s metadata. These smart recommendations help you:
- Quickly identify potential relationships between tables
- Reduce manual guesswork
- Simplify your data modelling process

White Label Updates
We have introduced a more modern and consistent experience for white label.
- Zoho Analytics latest UI is now available for White Label
Users who opt for white label deployment can now offer the latest Zoho Analytics user interface to their end users. This includes the updated layout, navigation, and overall design, providing a seamless and branded analytics experience.
Click here to learn more. - Dedicated White Label Guide
To help you make the most of white label capabilities, we’ve introduced a comprehensive guide covering everything from setup to branding best practices. This guide is now available as a separate resource for quick reference.
Click here to access White Label guide.
Access Log Support for Zoho Analytics Mobile BI App
Zoho Analytics now extends access log tracking to the Mobile BI App, giving admins greater visibility into how users interact with reports and dashboards from mobile devices.
These updates are designed to make your Zoho Analytics experience more connected, customizable, and intelligent.
As always, we’re just a click away if you need help or have feedback to share.
Recent Topics
Anyway to move mail from one account to another yet?
Hello, Is there any way to move email from one mailbox account to another mailbox account in zoho yet? Thanks, Ryan.
Using a CRM Client Script Button to create a Books Invoice
Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the
Building Toppings #2 - Learn how to use Bigin's Developer Console to build toppings
Hey Biginners, In our last post, we discussed what toppings are, why they're essential to extending Bigin's capabilities, and how the Bigin Developer Center serves as the starting point for building them. As a cloud platform, the Developer Center empowers
Proposal for Creating a Unique "Address" Entity in Zoho FSM
The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides
Links are incorrect when sent out
I'm adding in hyperlinks into my eDM. When I send a test email, it's all correct. However, when I send out the eDM, all the hyperlinks jump up one space so none of the links are opening to the correct page. Why is this happening and how can I fix it?
Tip of the week #16 - Search and filter threads based on criteria
Zoho TeamInbox lets you search and filter threads with any information that you have about the thread. You just have to input the criteria and Zoho TeamInbox will list all the threads that match the condition. Firstly, there is a global search you can
Introducing recipient authentication via Stripe Identity in Zoho Sign
Hi everyone! It's important to authenticate your recipient's identity before they access and sign important documents to ensure the highest level of compliance. Zoho Sign already helps businesses do this with various authentication methods: SMS OTP Email
Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments
We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,
CRM: hosting a single html file in Zoho and displaying it as a widget
I have seen that CRM offers the option of uploading a web project to Zoho itself and displaying it as a widget in CRM. The instructions then talk about setting a development environment with Node and developing an application to upload to Zoho. But I
Keep Converted Leads
How do I keep the converted leads in the Leads Module after conversion (converting it to account, contact, deal). I want to add it in a converted stage in the leads module in order to get a report or dashboard and see all converted leads from my pip
Customizing Global Search Settings for All Users
Hi Our team use the brilliant global search functionality within CRM many many times daily. But, we struggle with the out-of-the box columns that CRM gives you. We are always telling users to customize this look to more suit our business, to show the
Introducing Formula Fields for performing dynamic calculations
Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This
From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with
Tip of the Week #77– Stay informed of the activities happening in your organization
Whenever a message is handled in Zoho TeamInbox, every action is recorded in the Activity Log. This ensures you always know what’s happening across your teams and inboxes. To access it, simply click the Audits icon on the left pane’s top bar after logging
Zoho Logs - Not seeing logs since 30 Nov
Hi, we have a few functions running, I am testing some new ones and noticed that although I can see executions, I cannot see any logs, even when the first line on the functions is a log. I reviewed some existing functions, one of which is invoked on a
Workdrive MS Office integration
Have installed subscribed version of Zoho WorkDrive VSTO runtime not found is the error when I try to install Zoho_WorkDrive_For_Office Unable to open work files in Excel and Word Urgent, since I have migrated all my OneDrive files to work drive already
How do I create an update to the Cost Price from landed costs?
Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product
How to change Zoho Vault password
I am searching where I can change the Vault Password after having changed the Zoho account password. I don't see this option anywhere in my account. It should be simple and accessible! Please help. Thanks!
Appraisals on Employee Information Profile
Is it possible to show completed appraisals on each employee's "Employee Information" page? I would presume at the bottom - similar to the "Related Lists" concept in Zoho CRM. Obviously view access would be limited to employee and appropriate other roles
Zoho Workdrive - Communication / Chat Bar
Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague
Prefered Bin Missing in android APP
Andoroid app dosent show preferred bin in the picklist. The workaround support reccomend is to use the computre to create the picklist. it shuld be information to be shown aas basic for the pciker.
When Marking a Multiple Choice Answer Exclusive - Not Following My Survey Disqualification Logic
Using a multiple choice (many answers) question and I created survey disqualification logic that was working as intended. My question: Disqualification page logic is: If (QUESTION) is "any one of the following" then (OPTIONS) - a custom message populates
Where to Add Machines as Products to Map with Assets in Zoho FSM?
implementing Zoho FSM for a clinical equipment supply company. The business sells and installs clinical machines in hospitals and clinics, and they also handle service requests, scheduled maintenance, calibration visits, and general machine upkeep. In
Show Zoom Link in Recipient's Calendar
We set up meetings within a record, selecting the "Make this an online meeting". We use Zoom. Most of the recipients go to their calendar (usually Gmail or Outlook, corporate) to join the Zoom meeting, but there is no Zoom link in the calendar. Can this
Passing the CRM
Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
Zoho 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 everything
Zoho Bigin - should be able to link a "contact" to multiple "companies"
Hello Support, I called into telephone support and was told that a contact can only be linked to one company. We have situations were director are contacts of and directors of multiple companies so that seems a basic weakness in Bigin. When go to add
Does Thrive work with Zoho Billing (Subscriptions)?
I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you
Radio button data won't update
Wondering if anyone is experiencing the same problem. I tried bulk updating our data on Zoho Creator using API and noticed that the radio button field wasn't updated. I have tried updating it manually, it didn't work. When I tried updating a text field
Register the 'Contact Role' addition and change as a Potential edition so it can trigger Workflows
We are trying to use "Contact Roles" in Potentials. Contact Roles are special and different than the other Related lists, so, it may have a special behavior. Something to keep in mind is that you will never have 100 Contact Roles as you can have 100 Tasks, Calls, or any other Related list. In our case we will have 2 in average and up to 4 or 5 maximum. The problem is that we need to bring information from 3 key Contact Roles to the Potential and adding a Contact to the Contacts Roles area never trigger
Synchronise item image between Zoho Commerce and Zoho Books/Inventory/CRM
Here is a blindingly simple idea to tie several Zoho products together. Zoho - please include a method to synchronise the item image (or images) from one Zoho application to another. For example, if you upload an item image in Zoho Inventory, a user should
Accessing shared mailboxes through Trident (Windows)
Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not
Introducing Global Sets for easy management of similar picklists in CRM
Latest update (December 2025): You can now apply color coding to the values inside a global set, the same way you color code values in regular picklist fields. Update (Sep 2024): We've increased the maximum count limit for global sets. These new limits
Uploading a signed template from Sign to Creator
Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach
No Ability to Rename Record Template PDFs in SendMail Task
As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and
New in CPQ: Smarter suggestions for Product Configurator by Zia, and additional criteria in Price Rules
Hello everyone! CPQ's Product Configurator in Zoho CRM allows sales teams to define structured product bundles through configuration rules, ensuring that the right product combinations are applied consistently in quotes. Admins set up these configurations
Feature Request: Dynamic Dimension Control for zc_LoadIn Popups
As detailed in this community discussion, Zoho Creator's zc_LoadIn parameter is a vital tool for opening components (forms, reports, or pages) in modal dialogs via HTML snippets, Notes, or Rich Text Fields. While powerful, this feature suffers from a
Process between CRM and Campaigns to ensure double opt-in contacts?
I would like to ask for a few clarifications to ensure we fully comply with best practices and legal requirements: According to the documentation (Zoho Campaigns CRM sync – Default option), the best and recommended way to sync contacts is by using the
Zoho Books - New Interface keep details with PDF View
Hello, The Zoho Books Interface has changed for estimates etc... One thing is causing issues though. Before the change, in PDF view you could see the detail information including custom fields entered for the estimate. Now, you have to switch between
Tip #52- Zoho Assist Downloads: Everything You Need in One Place- 'Insider Insights'
Looking to start remote support sessions faster, manage unattended devices effortlessly, or join sessions without any hassle? The Zoho Assist Downloads Center has all the tools you need—across desktop, mobile, IoT, and browser environments. With our range
Next Page