The CRM Zen Show Episode 403 – I Got Margin On My Mind

Zoho News

Zoho Bookings: Centralized Customer Form

Zoho Bookings now supports a Centralized Customer Form, letting teams standardize booking form fields and control whether customers book as guests or sign in for repeat appointment history.

Zoho Billing: March 2026 Updates

Zoho Billing added usage-based billing reports, module visibility controls, project activity logs, custom fields for locations and contact persons, admin control over custom reports, and bulk invoice write-offs.

Zoho Bigin: Q1 2026 Updates

Zoho Bigin’s Q1 updates bring more AI and productivity features, including Zoho MCP support, Web Amigo data enrichment, an Outlook add-in, and built-in telephony for the Android app.

Zoho Books: April 2026 Updates

Zoho Books added several useful finance updates, including profit margin for sales transactions, easier deposits from undeposited funds, multilevel discounts, retainer invoice support for Mexico, and Zia insights for reports.

Zoho Books: Tap To Pay For Stripe Users

Zoho Books has expanded Tap to Pay for Stripe users in select countries, allowing businesses to accept contactless payments directly through the mobile app without extra hardware.

Zoho Analytics: Connector for Tally Prime

Zoho Analytics now connects directly to Tally Prime, letting finance teams sync accounting, ledger, voucher, stock, and purchase data into live dashboards instead of rebuilding reports in Excel.

Zoho Mail: Announcements in Admin Console

Zoho Mail now includes Admin Console announcements, giving organizations a built-in way to share companywide updates, policy reminders, maintenance notices, or benefits information directly through Mail.

Zoho Vault: Desktop App for Mac & Windows

Zoho Vault launched a new desktop app for Mac and Windows, bringing password management, secure sharing, multi-account support, and platform-specific features like biometric unlock, Siri, Spotlight, Windows Hello, and offline access.

Code Share of the Week

Edit Portal Access for CRM Contacts via API

This week’s code share shows how to add or remove Zoho CRM portal access for contacts through the API. The snippet uses a custom field to determine access status, allowing for efficient management of portal user counts and permissions.

This Week’s Blog

How to Create a Custom Zoho OAuth Service Connection

This guide walks through creating a custom OAuth service connection in Zoho CRM when standard Zoho connections do not provide the necessary scopes. It covers configuring authorization and token URLs to avoid common token issues.

Tips and Tricks

Profit Margin Calculation in Zoho Books & Inventory

Zoho Books and Inventory now support profit margin calculations directly on sales transactions, utilizing item cost, FIFO, or weighted average methods.

Zoho Inventory Updates || Q1 2026

Major improvements for ecommerce workflows, package/shipment syncing, and new Unit Groups to convert units (kg, g, lbs) cleanly for stock management.

Question of the Week (AZAAZ)

Portal for B2B Users

For B2B ordering, Zoho Commerce is generally the recommended starting point as it supports customer logins, inventory connection, and specific price lists. The native Books/Inventory portal is better for invoices and payments. Watch the answer here.

This Week’s Quizzes

• Monday Quiz: What is the primary benefit of associating a credit note with a specific invoice in Zoho Billing?
• Wednesday Quiz: What is the primary purpose of the recent update to Zoho CRM’s sales trend dashboards?