The CRM Zen Show Episode 392 – Radio Killed the Dropdown Star

Zoho News

Zoho CRM: Radio Buttons and Numeric Range Sliders

CRM introduces radio buttons for short picklists and numeric sliders for number fields, giving admins more visual and user-friendly input options.

Zoho CRM: Introducing Record Category

Record Categories let you group picklist values into higher-level statuses, simplify filters and reports, and add a deal-style stage bar to one picklist per module.

Zoho CRM: Uplifted Homepage Experience

The CRM homepage now supports drag-and-drop layouts, rich text, quick links, and embedded reports for a more actionable and customizable workspace.

Zoho CRM: Email Threads in Record History and Interactions

Email entries in the record timeline now show full conversation threads, clearer delivery statuses, and more context around workflow-triggered notifications.

Zoho CRM: Canvas Home View

Canvas views can now be used on the CRM homepage, allowing role-based, highly visual homepage designs with more styling and layout control.

Zoho CRM: Enhancements for Currencies

CRM now supports automatic currency exchange rate updates, with live or daily refresh options and improved formatting controls.

Zoho POS: January 2026 Updates & Enhancements

Zoho POS introduces improved conflict management, a redesigned Settings module, new discount stacking options in beta, and enhanced register visibility for better control and troubleshooting.

Zoho Directory: Security Policy Updates

Zoho Directory reorganized security settings into Conditional Access, Routing, and Security Policies, requiring admins to review and migrate existing configurations for improved authentication and access control.

Zoho Office Integrator: Document Navigation Enhancements

Zoho Office Integrator adds captions, tables of figures, and cross-references to make long documents easier to structure, reference, and navigate within embedded apps.

Code Share of the Week

Fetch More Than 200 Records in CRM API using COQL

COQL allows you to fetch up to 2,000 records per request, far exceeding the 200-record limit of standard Get or Search APIs. By using the LIMIT clause and offset-based pagination, you can retrieve up to 100,000 records across multiple calls with a single query structure.

This Week’s Blog

CRM vs. Bigin: Choosing the Right Zoho Solution

This guide breaks down when Zoho Bigin is the right starting point versus when Zoho CRM makes more sense for scaling teams. The verdict is simple: Bigin is for starting, CRM is for scaling.

Tips and Tricks

NEW! Workqueue for Zoho CRM

Workqueue consolidates actionable records across modules into a single, prioritized list so users can work straight down the queue. It is especially effective when paired with the Last Activity Time field to automatically clear records once touched.

Custom Fields Tutorial for Zoho CRM

This walkthrough covers how to create custom fields, choose the right field types, and apply best practices during CRM setup. It also highlights common pitfalls and a few lesser-known productivity shortcuts.

Question of the Week (AZAAZ)

Zoho DataPrep 2.0 Full Tutorial || Master Data Pipelines

Workflow rules do not trigger because DataPrep pushes data into CRM using a bulk import process, which bypasses standard create and update workflows. A common workaround is to trigger workflows using date or datetime fields populated during the import. Click here to watch our full answer.

This Week’s Quizzes

• Monday Quiz: Which capability is now available directly within Zoho Projects due to the Zoho Sign integration?
• Wednesday Quiz: What is the direct consequence if the system recommendations toggle is disabled for Zia’s product configurator?