Zoho News
- Zoho CRM: Auto-Invite Rules for Portal User Access
- Zoho CRM now allows portal users to be invited automatically based on record conditions, removing the need for manual or bulk invite processes while improving scalability.
- Zoho CRM: New Query Workbench for Faster, Unified Query Building
- The new Query Workbench consolidates query setup, configuration, and result previews into a single interface, making advanced data queries easier to build and validate without deep Deluge expertise.
- Zoho CRM: Community Digest — November 2025 (Part 1)
- This digest covers CRM updates including Android swipe actions, improved Timeline tracking for bulk changes, expanded Client Script support, and community-driven solutions for reporting, validation, invoicing, and workflow automation.
- Zoho CRM: Community Digest — November 2025 (Part 2)
- This digest focuses on major Zia and Smart Prompt enhancements, including record-level AI assistance, conversation summaries, zero-shot ICR field extraction, NextGen UI improvements, and community-driven automation solutions using Client Script and APIs.
- Zoho Bigin: Introducing Zoho MCP for Bigin
- Zoho MCP support lets AI tools securely query data and trigger actions in Bigin, enabling conversational access to pipeline data through structured API instructions.
- Zoho Desk: Record History and Ticket Interaction Tab
- Zoho Desk improves visibility at the contact and account level with enhanced record history and interaction views that surface related ticket activity without drilling into each record.
- Zoho Projects: Introducing the Zoho Projects Learning Space
- Zoho Projects launched a free, beginner-focused Learning Space with self-paced video lessons delivered through TrainerCentral.
- Zoho Projects: (PSA) V2 API End-of-Life Timeline
- Zoho has extended the V2 API end-of-life deadline to June 30, 2026, with V2 moving to maintenance mode after December 2025 while users are encouraged to migrate to the enhanced V3 APIs.
- Zoho Inventory: Latest Features, Integrations & Updates | December 2025
- This update highlights recent Zoho Inventory enhancements across warehouse and item mapping, shipping and replenishment workflows, order management, ecommerce integrations, mobile apps, and reporting.
- Zoho FSM: Subforms Added to Job Sheets for Multi-Row Data Capture
- FSM job sheets now support subforms, allowing technicians to capture structured multi-row data like measurements or room details without bloating records with unused fields.
- Zoho FSM: Dual Customer Mode
- Dual Customer Mode lets FSM users separate service recipients from billing customers on the same work order, supporting scenarios like rentals, property management, and multi-location organizations.
- Zoho Recruit: Withdrawal Reasons for Offers
- Recruit now requires a mandatory Withdrawal Reason when offers are withdrawn, improving reporting, transparency, and auditability across the hiring process.
- Zoho Social: November Social Wall
- Social introduced AI credits for Zia usage, enhanced hashtag reporting with save, compare, and scheduling options, and new Android app features including YouTube, TikTok, LinkedIn, and Instagram publishing improvements.
- Zoho Backstage: November Updates
- Backstage adds ticket waitlists, a new Exhibitor Pro model, bulk exhibitor imports, and several workflow, registration, and messaging enhancements to improve event and exhibitor management.
- Zoho Mail: iOS Liquid Glass UI
- Mail for iOS now supports Apple’s Liquid Glass design with refined visuals, smooth animations, and improved readability on iPhone and iPad.
- Zoho Trident (Mac): PST/EML Editing, BIMI Support & UI Refresh
- Trident for Mac adds full PST and EML editing, a refreshed mail interface, BIMI brand indicators, enhanced attachment previews, and more flexible sign-in options.
Code Share of the Week
- Bulk Transfer Field Data Between Related Modules in Zoho CRM Using Lookup
- This Deluge function bulk transfers field data between related modules using lookup relationships and a custom view. Field mappings are defined once and reused, allowing modular updates without rewriting the logic. Records are processed in batches to reduce API usage and improve performance. A checkbox flag marks completed records so the function can be safely rerun without duplicating updates.
This Week’s Blog
- TG Technical Services – Case Study
- This case study covers how TG Technical Services uses Zoho CRM, Books, Inventory, and quoting to support their industrial safety sales, service, and rental workflows.
Tips and Tricks
- NEW! AI Feature Updates for Zoho CRM || December 2025
- This video covers updates to Smart Prompt, including AI-assisted email drafting and template generation using Zia. The takeaway is that these tools are best used as a starting point and refined to match brand voice and accuracy.
- Save Your Zoho Books Reconciliations! Fixing Wrong Dates
- This walkthrough shows how to diagnose and fix reconciliation problems caused by incorrect transaction dates in Zoho Books. It is especially useful for cleaning up historical issues without disrupting current accounting data.