Zoho CRM now shows a Notes badge in module list views. Click it to open a notes panel to view, add, edit, delete, and sort notes without opening the record. Hover shows recent notes and admins can hide the column.
07.12.26 09:39 PM
Jozette writes about making Zoho work smarter for businesses—think CRM tips, project fixes, and clever ways to simplify your systems. She’s here to cut the tech-speak and give you clear, practical advice your team will actually use, and enjoy reading.
Blog by Jozette Spandel
07.12.26 09:39 PM
Stop guessing where visitors click. Install the Zoho PageSense snippet, create a heatmap for any URL, and use click, scroll, and attention maps to optimize your pages.
07.10.26 04:38 AM
Zoho MCP is a process control center that standardizes workflows with templates, stage-based execution, and clear ownership. Learn three key features that reduce handoff issues and prevent dropped steps.
07.10.26 03:07 AM
Zoho Projects now supports Custom Modules so you can track approvals, change orders, assets, and deliverables with their own fields and records. Learn how to create Project vs Organization modules and who can access them.
07.08.26 10:13 AM
Zoho Spend helps small businesses control spending with corporate cards, receipt capture, approvals, and reporting. Learn three features that stop budget surprises and clean up expense tracking.
07.08.26 09:11 AM
Zoho CRM upgraded Kiosk Studio with client script launch, real time create record actions, and major GetRecords improvements like instant loading, search, filters, pagination, and higher selection limits.
07.08.26 04:43 AM
Zoho Procurement helps small businesses manage purchase requests, approvals, vendors, and purchase orders in one system. Learn key features that reduce spending chaos and improve purchasing control.
07.06.26 02:25 PM
Zoho Social helps you plan, publish, and track social content across platforms—with real-time inbox management and CRM integration that turns engagement into leads.
07.05.26 02:31 PM
Zoho Forms lets you create an integrated form by selecting a Zoho CRM module and fields. The form is auto-generated and already mapped to CRM, then you can customize layout, rules, and post-submit actions.
07.05.26 02:02 PM
Connect your Google Business Profile to Zoho Publish to manage one or multiple locations in one dashboard. Follow the exact click path, prerequisites, and quick posting tips.
07.03.26 03:59 AM
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