News Highlights
- Zoho CRM: Cross-Module Filtering is now available for custom views and advanced filters.
- Zoho Bigin: Introducing the Product Catalog for public showcases and order processing.
- Zoho Billing: New AI-Powered MCP Server for streamlined billing actions and reporting.
Zoho News
Zoho CRM: Cross Module Filtering
Users can now filter custom views and advanced filters using fields from related lookup records, significantly reducing the need for duplicate data or complex workflow workarounds.
Zoho Bigin: Product Catalog for Public Product Showcases and Orders
Bigin’s new Product Catalog allows businesses to publish public showcases to collect inquiries or orders, accept payments, and automatically route submissions into your pipelines.
Zoho Billing: AI-Powered MCP Server
Leverage MCP within Zoho Billing to surface customer/invoice insights and execute billing-related actions, with granular admin control over AI capabilities.
Zoho Forms: Vertical Studio Integration
Forms now integrate with Vertical Studio to capture submissions, automatically create or update records, and support direct field mapping and prefill.
Zoho Deluge: Built-in PDF Conversion
Easily generate PDFs from text, HTML, or public URLs directly in Deluge without relying on Writer APIs or third-party tools.
Zoho Social: Q1 2026 Feature Recap
Updates include Google Business Profile creation, flexible time zone settings, image conversion improvements, and bulk approvals.
Zoho POS: March 2026 Updates
Enhancements include Android right-to-left support, beta register-based item mapping, and iOS kitchen order ticket support.
Zoho Workplace: March 2026 Updates
Broad updates across Mail, Calendar, Cliq, Sheet, Trident, Writer, and Show featuring UI refreshes and improved collaboration tools.
Zoho Apptics: MS Teams Integration
Product teams can now receive crash alerts and in-app feedback directly in Microsoft Teams channels.
Zoho Projects: Mobile App Updates
Mobile apps now support Custom Modules (create/update/delete) and display internal/external task list flags directly in the header on iOS.
Code Share of the Week
Creating a Custom Service Connection for Zoho OAuth
Learn how to recreate flexibility with a custom service connection in Zoho CRM. This is essential when scopes from multiple apps (like CRM and Projects) are needed in a single connection.
This Week’s Blog
Zoho for State, Local, and Education (SLED)
An overview of why Zoho is a strong fit for SLED organizations regarding grant management, constituent services, and education-specific workflows.
Tips and Tricks
How to Deploy a Zia Agent in Zoho CRM
A step-by-step guide to deploying a Zia agent using connections and buttons, perfect for bundles where native digital employees aren’t available.
Creating Custom Service Zoho OAuth Connection
The full setup process for creating flexible multi-app OAuth connections now that the old prebuilt option has been removed.
Question of the Week (AZAAZ)
Upserting with Unique Fields in Zoho Forms
If you set a field (like phone number) as “Unique” in Zoho CRM, it becomes an available upsert option. You can move it above email in the integration settings to make it the primary matching identifier. Watch the answer here.
This Week’s Quizzes
- Monday Quiz: What distinguishes the ‘Smart Scan’ feature in Zoho Forms from basic OCR?
- Wednesday Quiz: In PageSense 3.0, how does Multi-Armed Bandit testing optimize experiments?
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