The CRM Zen Show Episode 393 – Folders in the Sky with Zia

Zoho News

Zoho WorkDrive: 6.0 Phase 1 – AI, Automation & Admin Controls

WorkDrive 6.0 introduces Zia-powered content intelligence, media transcription and summarization, MCP-based AI actions, workflow custom functions, and expanded accessibility improvements.

Zoho Social: Social Wall Updates – January 2026

Zoho Social now supports direct Google Business Profile creation, improved multi-time zone management, and expanded visibility into post reactions.

Zoho Voice: Queue Stats Analytics Dashboard

Zoho Voice adds a dedicated Queue Stats dashboard with peak-hour insights, abandoned call metrics, configurable thresholds, and agent-level performance reporting.

Zoho Creator: Enhanced Private App Distribution & License Management

Creator now allows private app licensing with trials, revocation controls, and lifecycle management for monetized vertical solutions.

Zoho POS: Conflict Management, Discounts, & Register Enhancements

Zoho POS introduces improved register conflict resolution, enhanced discount controls at line and transaction levels, and better register management tools.

Zoho FSM: Zoho Invoice Extension for Service-to-Finance Sync

The new extension connects Zoho FSM and Zoho Invoice with bidirectional sync, in-context service visibility, and quick actions to streamline billing and field operations.

Zoho Calendar: Meeting Co-Host Support

Zoho Calendar now supports meeting co-hosts through Zoho Meeting integration, allowing shared host controls like participant management, screen sharing, and recording.

Zoho Backstage: January 2026 Updates

Zoho Backstage introduces Lead Profile Settings for exhibitor data control, easier ticket group sharing via direct links, and expanded QR code support.

Zoho SalesIQ: Trigger-Based Targeting & Smart Chat Routing

Zoho SalesIQ now enables automated high-intent lead engagement using CRM-based triggers and smart chat routing to connect visitors with the right operator.

Zoho Trident (Mac): Zoho Voice Integration & Email Search Enhancements

Trident for Mac 1.34.0 adds Zoho Voice integration for in-app calling and SMS, plus a new right-click option for easier email thread tracking.

Zoho Vertical Studio: January 2026 Customization & Search Enhancements

Updates include formula-in-formula support, multi-select picklist merge fields, and improved global search controls and sorting.

Zoho Vertical Studio: 2026 Product Roadmap & Upcoming Features

The 2026 roadmap outlines upcoming enhancements across Canvas builder, reporting, inventory, and PhoneBridge planned through Q2 and beyond.

Zoho Vault: Accessibility Controls & WCAG AA Compliance

Zoho Vault introduces WCAG AA-compliant accessibility controls including screen reader support and adaptive accessibility profiles.

Critical Action: Google Drive Re-Authentication Required

If you use Zoho Analytics or Zoho Sign and have noticed a broken sync, please re-authenticate your Google Account connection immediately.

Things We Noticed

Auto-Refresh Now() Calculation Bug – Zoho CRM

A potential bug has been identified where formula fields using Now() may calculate incorrectly for historical dates when auto-refresh is enabled.

This Week’s Blog

How to Automate Deal Stages in Zoho CRM

This guide walks through automatically updating deal stages, triggering follow-up tasks, and enforcing validation rules for full pipeline automation.

Tips and Tricks

A Practical Overview of Zoho Expense

Nicole provides a complete walkthrough of Zoho Expense, covering admin setup, report submissions, and sync to Zoho Books.

NEW! Homepage Options for Zoho CRM

Explore the revamped homepage builder and Canvas options, including dynamic links and the role of WorkQueue in focused execution.

Question of the Week (AZAAZ)

Zoho Inventory Replenishments Issue

If physical stock is misaligned after backfilling purchase order receipts, confirm that package and shipment workflows are enabled. Click here to watch our answer.

This Week’s Quizzes

• Monday Quiz: Which telephony integration option in Zoho FSM is explicitly stated to support dynamic automated call flows?
• Wednesday Quiz: When using Zoho CRM auto-invites for portals with multiple languages, what is the functional purpose of a Common Condition?