Zoho CRM Canvas now lets you display fields from lookup modules directly inside Canvas detail and list view pages. Give reps context like account size, industry, and revenue without opening extra tabs.
07.28.26 02:35 AM
Blog tagged as Zoho CRM
07.28.26 02:35 AM
Zoho CRM updated email composer settings with custom font types, custom font sizes, and a default Reply To option. Learn why it matters, key limits, and how to use it to keep replies in the right inbox.
07.27.26 09:58 PM
Zoho CRM NextGen Split View breaks one module list into multiple side-by-side tables by picklist, user, or criteria. Learn how to set it up, when to use it, and key limits.
07.21.26 12:35 AM
Zoho CRM NextGen Requester Roles let users submit and track requests to Team Modules without full access. Learn how to add requesters, use the Requests tab, and raise requests from related lists.
07.19.26 10:24 PM
Stop guessing where leads come from. Build a Zoho CRM Lead Source report that groups by Lead Source, filters by date, and shows lead volume plus basic conversion or quality.
07.15.26 02:30 AM
Zoho CRM Notes now support rich text formatting like bullets, links, and indentation. Zoho also added rich text options for multi line fields, making handoffs clearer and documentation easier to scan.
07.14.26 03:07 AM
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
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 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
Zoho CRM added new field options in the Layout Editor like radio buttons, numeric range sliders, rollup summary fields, and a structured Address field. Learn what each one does and how to use them to improve adoption and reporting.
07.03.26 03:18 AM
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