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Release Highlights – 17th Nov 2025

Conversation Component on Zoho CRM Record Pages

See and manage every customer thread directly inside your Zoho CRM records—no module hopping, no context loss.

  • A

    full threaded timeline

    for SMS and all enabled channels now appears on

    Leads, Contacts, Accounts, and custom modules

    .

  • You can

    send messages, view replies, and track delivery

    without leaving the record.

  • Unlike a basic Send Message box, this component

    shows the full conversation thread—past messages and replies

    —so you can read and respond with full context in one place.

  • Templates, attachments (where allowed), and opt-out actions

    are built into the widget for faster replies.

  • New messages load in real time

    ; no refresh required.

  • All Zoho permissions, Sender ID mappings, and access rules are fully enforced.

Check out this step-by-step video guide to help you get started quickly.

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Automatic File-to-Link Conversion for Large Attachments

When a file is too large or not supported for MMS or other non-SMS channels, the system will automatically convert the file into a

secure download link

—no manual resizing, no failed sends.

  • Oversized or unsupported attachments are automatically uploaded and converted into

    secure download links

    .

  • The link is

    inserted into your message instantly—and shortened automatically

    if your account uses short links.

  • Files

    retain

    their

    original quality; no compression

    .

  • Configure

    link expiry (7, 15, 30 days, or custom)

    to match your security posture.

  • Recipients can

    download without login

    unless you restrict access.

  • The composer

    clearly flags when a file is being sent as a link

    , so there’s no guesswork.

  • Upload failures are caught immediately

    so you never send a broken link.

  • Unsafe formats (executables, scripts, etc.) are blocked

    by default for security.

Check out this step-by-step video guide to help you get started quickly.

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New: Upgrade Confirmation Step in Workspace

We’ve added a mandatory confirmation step for customers upgrading the SMS-Magic managed package from the Workspace portal.

This update prevents accidental Production upgrades and ensures admins review version changes before installation.

  • Workspace now

    displays a required acknowledgment explaining that Salesforce package upgrades are irreversible

    and should be validated in a sandbox.

  • The

    Proceed with Installation button remains disabled

    until the acknowledgment is checked.

  • Workspace now more reliably

    detects the installed package version and only shows an upgrade option

    when a newer version is actually available.

This change strengthens upgrade governance and reduces the risk of unexpected disruptions in customized orgs.

Check out this step-by-step video guide to help you get started quickly.

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