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The CRM Zen Show Episode 398 – Kiosk Studio Hits All the Right Notes

News Highlights

  • Zoho CRM Kiosk Studio: New note actions and dynamic visibility rules to declutter the UI.
  • Zoho CommandCenter: Major scalability enhancements including support for multi-org signals and common transitions.
  • Zoho Desk Zia Assistant: Zia can now generate Deluge script drafts directly from text prompts.

Zoho News

Zoho CRM: Kiosk Studio Notes Actions and Dynamic Visibility

Kiosk Studio has been upgraded with the ability to trigger note actions and set dynamic visibility, ensuring kiosks are only shown when relevant to the user’s current context.

Zoho CRM: Shift Field Mapping for User Imports

Teams can now map shift data during user imports, streamlining the setup for shift-based assignments without manual cleanup.

Zoho CommandCenter: Scalability & Journey Builder Updates

CommandCenter now supports multi-org signals and key actions like webhooks and custom functions, making complex customer journey designs more practical.

Zoho Projects: March 2026 Bulletin

The latest bulletin covers recent product updates and highlights solution-driven community posts to help users get the most out of Projects.

Zoho Desk: Lookup Field Updates in Blueprints

Blueprints in Desk can now update lookup fields during transitions, allowing for cleaner workflows involving linked records like assets or refunds.

Zoho Desk: Zia Assistant Bot for Deluge

Zia can now generate Deluge script drafts from prompts, helping administrators build and test automations much faster.

Zoho Desk: Image Annotation

Users can now annotate, highlight, or blur sensitive details on images directly within the ticket flow before attaching them.

Zoho SalesIQ: Live Chat Widget Migration

Users have until April 14, 2026, to migrate to the new, faster live chat widget as the old version will no longer be supported.

Zoho Sprints: Test Management

A new built-in Test Management module allows agile teams to organize test cases and track execution cycles within Sprints.

Zoho Sign: n8n Integration

Zoho Sign is now available as an n8n community node, making it easier to integrate document signing into external automated workflows.

Zoho Bookings: Appointment Distribution

New distribution methods like round robin and load-based assignment give teams more control over how meetings are allocated.

Zoho Mail: Admin Out-of-Office Settings

Admins can now configure Out of Office replies on behalf of users, ensuring professional communication for unavailable team members.

Zoho Assist: Quick Support Plugin

A new desktop shortcut plugin simplifies how customers join sessions and request help while offering better branding for IT teams.

Zoho Workplace: February Roundup

The February roundup includes updates across Mail, Cliq, and WorkDrive focused on usability and AI-powered productivity.

Code Share of the Week

Managing Google Ads Data in Analytics

This reusable SQL template helps tie Google Ads spend to CRM leads and revenue inside Zoho Analytics to calculate true campaign profitability.

This Week’s Blog

Building a Zoho Forms Intake Form

Learn how to properly set up a Zoho Forms intake form with hidden fields, UTM tracking, and CRM integration for better lead capture.

Tips and Tricks

Progress Billing in Zoho Books

A tutorial on enabling percentage-based invoicing and line-item billing from quotes within Zoho Books.

Google Ads & Zoho CRM + Analytics

A technical deep dive into tying ad spend back to pipeline and revenue using advanced attribution in Zoho.

Question of the Week (AZAAZ)

Handling Large Mail Merge Documents

How do you handle Zoho Writer’s limits when merging large documents with multiple related lists? We dive into using Deluge to consolidate data for seamless merges. Watch the answer here.

This Week’s Quizzes

Ready to Level Up Your Zoho Implementation?

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Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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