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Wednesday, March 18, 2026
Zoho CRM - Note Actions and Dynamic Visibility
Kiosk Studio in Zoho CRM now supports adding notes as actions with merge field support and dynamic visibility controls based on field conditions. You can maintain automatic audit trails, improve contextual workflows, and reduce UI clutter on record detail pages.
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Enhancements to Kiosk Studio improve the product scope and meet custom needs more precisely.
- Add notes as Actions: Add notes to CRM records as kiosk Actions
- Insert merge fields in notes
- Include summaries of previous kiosk actions for future reference
- Help maintain automatic audit trail
- Include record-specific values using merge fields
- Access attachments field for file upload functionality
- Set dynamic availability for kiosks: Show or hide kiosk based on dynamic field conditions
- Set visibility on record detail pages based on each record's dynamic conditions
- Reduce UI clutter in CRM
- Improve contextual workflows
- Dynamic conditions evaluated when record detail page loads
- Add multiple conditions to set kiosk dynamic availability
- Availability: All data centers, all editions except Free edition
Zoho CRM