Article Read Time:

2 Min

Search

Subcribe :

Train Your Team:

Our Extensions:

Join For FREE:

The CRM Zen Show Episode 399 – The UI Is For Everyone… Including That One User

News Highlights

  • Zoho CRM for Everyone: The new UI rollout has officially begun for all users.
  • Zoho CRM Queries: Now supporting direct connections to external SQL databases and cloud sources.
  • Zoho Desk Updates: Department-based notification preferences and snippets in ticket comments.

Zoho News

Zoho CRM: CRM For Everyone UI Rollout Begins

Zoho has started rolling out the CRM for Everyone UI as the new default. Teams should begin getting comfortable with the interface and reviewing user permissions before broader access to settings causes potential issues.

Zoho CRM: Queries Support Databases and Cloud Data Sources

Zoho CRM Queries now support direct connections to major SQL databases and cloud sources, providing a faster way to surface external data in CRM without building full integrations.

Zoho Desk: Department-Based Notification Preferences

Agents can now control notifications by department, helping to cut down on irrelevant alerts and making the notification feed far more useful.

Zoho Desk: Snippets in Ticket Comments

Support for snippets in ticket comments has been added, making it easier to standardize internal handoffs and external portal-facing updates.

Zoho Billing: February 2026 Product Updates

Standout updates include better subscription flexibility and new built-in net versus gross revenue retention reporting for subscription-heavy businesses.

Zoho WorkDrive: Zia Ask Questions for Files

Users can now ask Zia questions about a file’s contents with source references included—a promising feature for long documents, contracts, and video files.

Zoho Contracts: Backdated Contracts & New Settings

Zoho Contracts now offers centralized contract settings and support for backdated contracts to help teams formalize existing agreements.

Zoho LandingPage: Essentials Plan Is Now Free

The Essentials plan for Zoho LandingPage is now completely free, offering a great entry point for building landing pages at no cost.

Code Share of the Week

Populate Custom Fields on Zoho Books Invoices via Deluge

Learn how to correctly pass custom fields for Zoho Books invoice line items through Deluge by building a list of custom field maps, as they don’t behave like standard CRM fields.

This Week’s Blog

How to Track Paid Ad ROI in Zoho CRM and Analytics

Measure your true return on ad spend by connecting Google Ads performance directly to closed deals and actual revenue in Zoho CRM and Analytics.

Tips and Tricks

Zia AI Assistant for Deluge Scripting

We take a look at Zia’s new Deluge assistant; it shows promise for speeding up workflows, though the output still requires some manual cleanup.

Command Center 2.0 for Zoho CRM

A first look at the vision for managing cross-app customer journeys. While still in early release, it’s a tool worth watching as Zoho smooths out the edges.

Question of the Week (AZAAZ)

Syncing Creator Apps with CRM Command Center

Question: “Could this work for creating a new client in CRM from a syncing Creator App?” — We dive into the possibilities of Command Center 2.0 for cross-app automation. Watch the answer here.

This Week’s Quizzes

Ready to Level Up Your Zoho Implementation?

From advanced Deluge automation to comprehensive process design, our team of experts is here to help.

Book a Free Consultation

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.

.

.