Zoho News
- Zoho CRM: Upsert Missing Data Without Affecting Historical Logs
- Now when you update existing CRM records via import, you can preserve historical field values while still adding missing info.
- Zoho CRM: Split View in CRM For Everyone
- Create sub-grouped list views by fields like lead source or deal size. A clean and visual way to see segmented data in one screen—great for sales managers tracking deal flow by rep or category.
- Zoho CRM: New Grid View
- A spreadsheet-style interface right inside Zoho CRM. Edit inline, do bulk updates, or visualize columns with summaries or quick charts. Perfect for working through high-volume records.
- Zoho CRM: Clearout.io Now Integrates with Zoho CRM
- Clean up your email lists with Clearout. This new native integration helps validate addresses directly in CRM—no more relying on manual API connections or spreadsheets.
- Zoho Expense: Real-Time Feeds for Corporate Cards
- Corporate card purchases now sync instantly. No more waiting on bank feeds—your expenses will appear in real time with reduced manual entry.
- Zoho Desk: Custom Action Buttons on Ticket Interface (Notable)
- Trigger custom Deluge functions with a button press. Whether converting a ticket to a deal or triggering a workflow, you can now do it all from a custom button inside the ticket view.
- Zoho Books: June 2025 Product Updates
- Some highlights: workflow condition updates (“change from/to” now supported), dynamic lookups, Avalara line-item discount compatibility, image uploads for email templates, and more international tax support.
- Zoho CRM Mobile: Rich Text, Image Uploads, and Tool Tip Enhancements
- RTF for multiline fields are now supported for iOS and you can now upload 10 images per field in both iOS and Android.
- Zoho Analytics: June 2025 Updates
- AutoML and Pivot Conditional Formatting are probably the most notable enhancements from this batch of updates.
- Zoho Payroll: Professional Plan Enhancements for US
- Multi-state support and multi pay rate updates are rolling out, but some community members report not seeing them in action yet.
- Zoho CRM: Sandbox for Zoho Webinars
- Yet another new feature added to Sandbox. Great to see the Zoho team roll out all these continuous enhancements to Sandbox this year.
- Zoho Backstage: May 2025 Updates
- Offline payments and module-specific primary contacts were the standout updates in this past month’s release.
- Zoho Trident: Version 1.26.5.0
- And wrapping up the news, more enhancements to Trident including dark mode for the email detail view.
This Week’s Blog
- Why Zoho One Is a Smart Choice for MSPs
- From managing IT projects to tracking billable hours, Zoho One fits like a glove for MSPs. This week’s blog breaks down how CRM, Projects, Desk, and Analytics come together making a perfect solution for Managed Service Providers.
Tips and Tricks
- HUGE New Update for Zoho Forms || Pre-fill Using Webhooks
- Learn how to dynamically prefill fields in Zoho Forms using a webhook to an external service, such as Zoho CRM.
- NEW! List View Updates for Zoho CRM for Everyone
- Tyler recaps last week’s Zoho CRM news, highlighting three powerful new list views: Grid, Chart, and Timeline.