Q1/Q2 2026 Release Notes and Changes

Q1 2026 (January–March 2026)

Released January 2026:

• Workqueue: Centralized daily task and activity view for sales reps (Zoho CRM Q1 2026 update).
• Zia Formula Expression Generator: Describe formula in natural language; Zia generates Deluge formula syntax (Zoho CRM Q1 2026 update).
• Zia Smart Suggestions for CPQ: Zia analyzes historical quotes to suggest product configuration rules based on purchase patterns; rules are reviewable before deployment (Zoho CRM Q1 2026 update).
• Additional criteria for CPQ pricing rules: Select specific product quantity or discount threshold to conditionally trigger pricing rules (Zoho CRM Q1 2026 update).
• Improved Smart Prompt interface: New UI for Record Assistant and Template Assistant; support for Gemini, Claude, Cohere, DeepSeek (CN), SiliconFlow (CN) in addition to Zoho Zia LLM and OpenAI (Zoho CRM Q1 2026 update).
• Zia action buttons on AI widgets: Add custom buttons to Zia insight widgets to trigger direct actions (Zoho CRM Q1 2026 update).
• Zia ICR zero-shot prompting (VLM): Extract field values from scanned documents without training images; advanced field prompting for disambiguation (Zoho CRM Q1 2026 update).
• VoC for unknown responders: Track and analyze feedback from non-CRM individuals—general market sentiment (Zoho CRM Q1 2026 update).
• Notes badge in list view: Access record notes directly from list view; summarize, edit, add (Zoho CRM Q1 2026 update).
• WorkDrive storage integration rollout: Migrate CRM Documents tab from Zoho Docs to WorkDrive; existing customers can schedule migration (Zoho CRM Q1 2026 update).
• CRM for Everyone Phase 2 rollout: Organizations < 50 users moved to new UI in March (Zoho CRM for Everyone UI rollout).
• Formula in Formula (Vertical Studio January 2026): Formula fields can reference other formula fields for layered calculations (Zoho Vertical Studio January 2026 release notes).
• Merge fields for multi-select picklists (Vertical Studio): Multi-select picklist values usable in email template merge fields (Zoho Vertical Studio January 2026 release notes).
• RTL support in Canvas Detail and Form views (Vertical Studio): Right-to-left locale support (Zoho Vertical Studio January 2026 release notes).
• Google integration enhancement: Sync leads/vendors/custom modules to Google Contacts; custom field mapping; default values for missing Google Contact data (Zoho CRM 2026 features video).
• Kiosk Studio enhancements: Real-time user input in Quick Create; fetch all records with pagination; filter icon; sequential actions; Standard edition access (Zoho CRM 2026 features video).
• Custom AI Studio with QuickML: Access QuickML predictive models directly within CRM records (Zoho CRM 2026 features video).

Released February 2026:

• Record-level sharing for Activities module (Zoho Vertical Studio 2026 roadmap).
• Canvas quick edit via AJAX (click-to-edit fields in Canvas detail view, tab navigation, disable specific fields) (Zoho Vertical Studio 2026 roadmap).
• Custom View name limit increased to 100 characters (Zoho Vertical Studio 2026 roadmap).
• Date Operators "Previous" and "Next" for date/datetime filters in reporting and automation (Zoho Vertical Studio 2026 roadmap).
• Client Script for Quick Create forms with $Client.rootContext variable (Zoho CRM Community Digest Feb 2026).
• Sales Trend and Sales Follow-Up Trend dashboards now customizable (Zoho CRM Community Digest Feb 2026).

Released March 2026:

• Zia Component Suggestion for dashboards (Zoho March 2026 update video).
• CommandCenter updates: Common transitions; multiple app authorization; standalone actions; CommandCenter as fully standalone app (Zoho March 2026 update video).
• Additional Address fields (compound, 8 sub-fields): With global-set state filtering and address update preferences; available in smart filters (Zoho March 2026 update video).
• Currency management update: Choose automatic (every 30 min) or manual rate update when adding a new currency (Zoho March 2026 update video).
• Email thread access from timeline: Click email subject to view full thread; interaction section shows email status and sentiment (Zoho March 2026 update video).
• Import enhancements: Map shift-related data when importing users (Zoho March 2026 update video).
• Notes in Kiosk Studio: Add notes action under Kiosk actions; dynamic conditions on detail page during publishing (Zoho March 2026 update video).
• Font picker for accessibility under accessibility settings (Zoho March 2026 update video).
• Client Script extends to Quick Create forms (confirmed release) (Zoho March 2026 update video).
• Zia ICR improvements in character recognition accuracy (Zoho March 2026 update video).
• CRM for Everyone Phase 3 rollout begins for organizations > 50 users (Zoho CRM for Everyone UI rollout).

April 2026

• MCP built-in support officially launched: Four pre-built MCP servers (Data Insights, Data Operations, Module Customization, Workflow & Process Automation) for AI tool integration (Zoho CRM MCP overview documentation; Zoho CRM MCP developer page).
• Deluge V8 CRM Integration Tasks: 13 new Deluge tasks built on V8 APIs (Create, Bulk Create, Get Records, Get Related, Fetch by ID, Update, Bulk Update, Update Related, Search, Attach File, Convert Lead, Get Fields, Upsert) (Releasebot: April 2026 Zoho updates).
• CRM for Everyone Phase 3 rollout in progress (April 3, 2026 onward for large orgs > 50 users).

Q2 2026 Planned (Roadmap, Planned by End of Q2 2026)

• Aggregate field—subform row count (calculate total rows in a subform).
• Picklist options respecting record states (show/hide picklist values based on record lifecycle stage).
• New compound Address field (8 sub-fields) – completing global rollout including US/EU DCs.
• Radio fields and slider for numeric fields.
• Notes enhancements with rich-text formatting.
• Timeline profile-based permissions for record interactions.
• Lookup filter in Growth Plan.
• Waterfall chart in Analytics with ready-to-use templates.
• Service details in Inventory modules (Service subform in Quotes, Sales Orders, Invoices).
• Email threads in Cases.
• Territory support for child custom modules.
• Email thread conversations in Timeline with threaded replies and delivery status.
• Enhanced user deactivation transfers.
• Wizard support for partner-built multi-step data entry flows.

Source: (Zoho Vertical Studio 2026 roadmap).