News Highlights
- Zoho Zia LLM: Zoho prepares a native Large Language Model experience.
- Zoho CRM: Mirror Components and significant ABM enhancements for segments and RFM.
- Zoho Books: Support for AI-powered accounting through the Model Context Protocol (MCP).
Zoho News
Zoho CRM: ABM Enhancements
The paid ABM plugin received several usability upgrades, including segment cloning, Marketing Automation list sync, adjustable RFM contribution modules, and higher limits for segments and journeys.
Zoho CRM: Map Dependency Field Setup Enhancements
The setup UI has been refreshed with layout switching, field grouping, better value selection, and previews, though it is currently limited to select data centers.
Zoho CRM: Mirror Component
This new component allows users to display real-time values from related records without storing duplicate data on the current record, providing a cleaner alternative to traditional lookup fields.
Zoho Zia: Zia LLM Coming Soon
Zoho is moving toward a native AI experience with a dedicated Zia LLM, signaling a push for more embedded AI workflows directly within the workspace.
Zoho Analytics: April 2026 Updates
New features include Zia Insights for dashboards, workflow orchestration from alerts, and new connectors for platforms like Notion and Recurly.
Zoho Books: MCP For AI-Powered Accounting
Zoho Books now supports the Model Context Protocol (MCP), enabling AI tools to interact directly with Books data for more efficient actions and reporting.
Zoho Books: Sales Tax Automation
Native sales tax automation is being introduced for the U.S. and Canada, offering a middle-ground solution for teams with simpler compliance needs.
Zoho Notebook: AI Meeting Notes
New AI-driven capabilities allow for meeting transcriptions, automated summaries, and action item identification directly within Notebook.
Zoho Projects: Summary Field for Data Aggregation
A new Summary field has been added to automatically aggregate related module data, such as counts and sums, providing real-time project insights.
Zoho Bigin: Dashboard Insights
Bigin dashboards now support Stage History and Associated Products as related modules, making it easier to analyze pipeline trends and product performance.
Zoho DataPrep: Depreciation of v1.0
Version 1.0 reached end of life on April 15, 2026. Workspaces are being auto-migrated to v2.0, requiring users to review their rulesets and schedules.
Zoho Trident: v1.40.7.0 Update
Trident for Windows now supports EML file imports and provides direct previews for Word and Excel files within the application.
Code Share of the Week
AI Text Extraction and Smart Prompting
This week’s share demonstrates how to use the Zia Smart Prompt API in Deluge to extract structured data from unstructured sources, like invoice PDFs.
This Week’s Blog
Enable Live Profit Margin Calculations
Learn how to use Zoho’s built-in tools for real-time profit margin tracking in Zoho Inventory and Zoho Books.
Tips and Tricks
AI Text Extraction with Smart Prompting
A deep dive into using the Zia Smart Prompt API for AI-powered data extraction and transformation workflows.
Zoho One: 2026 Overview and Review
An updated guide on the Zoho One ecosystem, covering pricing, admin controls, and the latest AI integrations.
Question of the Week (AZAAZ)
Should I create a custom module for task lists in Zoho Projects?
The recommendation is to avoid custom modules for task lists. Instead, use Zoho Analytics or native Projects reporting to visualize and aggregate task progress.
This Week’s Quizzes
- Monday Quiz: Which threshold level should be used to allow the Answer Bot to provide relevant information for uniquely phrased questions?
- Wednesday Quiz: Which visual style is designed to tap into emotional response patterns and gut reactions?
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