New in Zoho CRM Plus - October 2019

New in Zoho CRM Plus - October 2019

Hello everyone! 


This post is a summary of the recent updates made to Zoho CRM Plus, aimed to help keep you up-to-date on all new and forthcoming changes.  

You can read through to learn about the latest updates added to different parts of our platform, such as CRM, Desk, and Social. Find out all the new ways you can utilize Zoho CRM Plus as a customer experience platform for your business. 
 
CRM 

1) Fine-tune your configurations in Assignment Rules
 
a. Selecting users based on set criteria  
 
Apart from sorting users into categories such as Users, Roles, and Groups, you can also define certain conditions for these categories based on which records will be assigned to them. 
 
For example, let's say you set an assignment rule in your CRM stating that all records from India and the US should be assigned only to users in the U.S. In the previous version, you would need to choose the U.S. users individually from the Users category.

With this new update, you can now define specific conditions, such as setting all your records from India and the U.S. to be assigned to users in the U.S.



b. Check user's availability before assigning a record  
 
In addition to easier and more specific lead assignment, we've also added an optional enhancement allowing you to check the availability of a user based on their shift timing and online status (whether they're logged into CRM or not) before assigning records to that particular user. 



Now that you can check for a user's availability before assigning records, there are times when you choose not to assign a record to the user, such as when they are unavailable or logged out, or have deactivated or deleted their CRM account.
 
To avoid such situations, you can also select a default user, who will be assigned the records in absence of the first selected user. For this default user, you can choose either a logged-in user (who has initiated the record action) or any other CRM user. More on Assignment rules here.
 
2) Updates to the data importing process: replacing empty values

In our previous version, if any field you marked as mandatory in your import file was empty or did not have a value, the record will not be imported. To address this, our new update allows you to define a value for the empty field while you are importing the records. More on imports here.



3) Find out how Zia answers your questions
 
"Explore" in Zia is a new feature that helps you trace the search route taken by Zia to find answers to your questions. 


  
For example, let's say you want to know your upcoming tasks and you tell Zia, "Show my upcoming tasks." Click on the "Explore" icon in the results and Zia will show you the criteria applied and the module the answer came from. In this example, it would be the "Tasks" module and the search criterion would be the duration.
 
This helps improve the accuracy of your search results, and also find out if Zia is fetching you the right information by looking at the criteria she set for fetching the results. 

To access this feature, hover over Zia's response and click the Explore icon. More on Zia here.
 
4) New views for CRM Dashboards
 
Along with the existing categories for dashboard views, Favorites, Created by me and Shared with me, CRM has added three more views: All, Public, and Other users' dashboards. 
 
All: Display a consolidated view of all the dashboards in your CRM
Public: View dashboards accessible to all users inside CRM
Other users' dashboards: Admins and Super Admins can view dashboards created by other users inside CRM.

 
5) Reduced refresh time for Sandbox

The refresh time for your Sandbox account (a test environment to check your CRM settings before deploying them to production) has been reduced from every 30 days to every three days. 
 
In addition to the shorter refresh time period, you also get to retain your Deployment Logs for up to six months. More on Sandbox here.
  
Desk 
 
1) The new, improved Social module inside Desk
 
An active social media presence, combined with real-time responsiveness from your customer support teams, can work wonders for your business. Desk, your dedicated service for support operations, helps utilize your organization's social media accounts as direct support channels.
 

 
With our new take on Social module under Desk, you can now organize your Social media channels—Facebook pages, Instagram accounts, and Twitter handles—into a single unit, called a brand. 
 
*A brand is the fundamental unit under which you can manage the Facebook page and Twitter handle of a brand/organization.

After you connect your social media accounts to a brand in the Social module, all posts, tags, and private messages posted or received by the accounts are automatically populated from their respective feeds. You can perform all basic actions from there, such as commenting on a post, liking a post, replying to a tweet, and retweeting or liking a tweet. You can also manually or automatically convert posts into tickets in your help desk portal.
 
2) Convert business reviews into tickets with new Marketplace extensions

We have now introduced two new marketplace extensions for Desk: App Store Reviews and Google Play Reviews for Desk. With these extensions, you can now convert your reviews on Google Play and App Store into tickets within your help desk. Links to both review channels will be redirected to the respective app channels. Your agents can now reply to reviews from Desk, and their responses will be automatically posted on Google Play Store. 

Note: Due to authentication constraints, agents can view but not reply to App store reviews from Desk
 
Social 

1) Easily accessible emoji menu 
 
You can now access the emoji menu anywhere you type on Social. 
Previously, the emoji menu was available only under the Compose window but with this new update, the emoji menu is easily accessible whenever you start typing on the platform. This includes your notifications tab, your livestream updates, and under the monitor tab. More on emoji menus in Social here.
 
2) Tag your Facebook and LinkedIn accounts in your posts
 
In our previous version, you could tag Twitter and Instagram profiles in Social posts. Our new update in Social now allows you to also tag your Facebook and LinkedIn pages in your posts.
​ 
To tag Facebook and Linkedin Pages on Social, type the "@" symbol, followed by the name of the Facebook or LinkedIn page. The New Post box will display matching profile suggestions for you to choose from. Select the correct username from the drop down, then click Done and your tag will appear on the post. More on tagging users in social media posts here
 
That's it with our product updates for this month, but stay tuned for next month's news! In the meantime, check out these new updates and share your experience with us in the comments below. 
 
 
 
 
 
 
 
 







    • Sticky Posts

    • Zoho CRM Plus in 2023: Let's rewind

      Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking

    • The CX Workshops are back in 2023!

      Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've

    • Refer Zoho CRM Plus to your friends and earn rewards!

      Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance

    • Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

      Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on

    • Unified telephony in Zoho CRM Plus

      In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate

    • Recent Topics

    • Set Custom Business Calendars and Holidays for Global Teams

      Managing a project across diverse teams means accounting for more than just tasks and deadlines; it means acknowledging how and when each team actually works. Users might follow different working days or observe region-specific holidays that cannot be

    • [Integration edition] Deluge learning series - Integrations between Zoho apps and Third-party services with Deluge | 28 August 2025

      We’re excited to welcome you to the Deluge learning series: Integration edition! The Integration edition will run for three months: Session 1 – Integrating Zoho Apps with Deluge using inbuilt integration tasks Session 2 – Integrating Zoho Apps with Deluge

    • Critical Vulnerability in all major password manager plugins - is Zoho Vault affected?

      Hi Zoho, a security researcher found a critical clickjacking vulnerability in all major browser password managers: DOM-based Extension Clickjacking: Your Password Manager Data at Risk | Marek Tóth Is Zoho Vault affected as well? Apparently the Vault extension

    • Introducing SecureForms in Zoho Vault

      Hey everyone, Let’s face it—asking someone to send over a password or other sensitive data is rarely straightforward. You wait. You nudge. You follow up once, twice—maybe more. And when the information finally arrives, it shows up in the worst possible

    • Tables from ZohoSheets remove images when updated from source

      I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see the

    • Change eMail Template for Event-Invitations

      Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, Juerg

    • Inventory Adjustments

      Hi, How to transfer the material from one head to another ? Like materials purchased for manufacturing the laptop need to transfer from consumption inventory (Quantity of raw materials reduced) to destination inventory ( Quantity of Laptop increased)

    • Need Your Insights

      Hi Zoho, I'm confused why the flow only sends to one output. setVariable15 is from a list. It doesn't consider the 2nd entry. Any thoughts?

    • Map Dependency Fields - How can can I limit picklist values from a multi-select Parent field?

      I know the "Map Dependency Fields" feature doesn't allow a multi-select parent field. However, I need the functionality. Can I do it through a deluge function, and would it still support color coding picklists? We need the color coding for quick scanning

    • DYK 1 - Color Palette for Enhanced Visual Identification of Status

      Introducing the Did You Know series of posts. The goal of this series is to familiarize users with certain features or enhancements in Zoho Projects that may not be evident at first glance. The first post in this series deals with color palettes for indicating

    • Invalid field in the COQL query

      Dear Zoho Support! I believe that you already helped me with a similar problem a few years ago. One of my clients has a custom field named "LOB" in the "Deals" Module (see the field's metadata below). The COQL query using this field: : "select id, Deal_Name,

    • Automating Employee Birthday Notifications in Zoho Cliq

      Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

    • Transferring domain registration to new registrar and switching email hosting at the same time?

      I need to transfer an existing domain uv cure adhesive that's currently with SiteGround to Porkbun. I also need to move the existing custom email addresses from SiteGround to Zoho Mail. I'm not sure if I should transfer the domain first and then tackle

    • Split deposits

      Can Zoho do split deposits. One deposit, two checks for two separate invoices from different customers. This is one of the most common tasks I can imaging. When I mark the two invoices paid, there are two deposits in bank register. When I try to match,

    • Deactivate Desk Contact without Deleting Contat

      We have a client who has multiple tenants for regulatory purposes, and as such, has a few users that have email addresses in both tenants. They've then emailed into the ticketing system, so we have multiple contacts (no big deal, we want to keep their

    • Delete my store of Zoho commerce

      Hi Team, I want to delete my stores of commerce. Please help me asap. Looking for the positive response soon. Thanks Shubham Chauhan Mob: +91-9761872650

    • Ability to add VAT to Retainer Invoices

      Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes

    • [Free Webinar] Learning Table Series - Zoho Creator for Asset Management with AI Enhancements

      Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. Each month highlights a specific sector, and this time our focus is

    • Menu Building is completely broken

      I have been 3 hours, I have not been able to edit the menu. Either it is completely broken, very little intuitive or I do now know anything... There is no way to create a megamenu, no way to create a menu. Despite the fact I go to menu configurartion

    • Can you sell Subscriptions using Zoho Commerce?

      In addition to physical products and the apparently coming soon 'Digital Products', it is possible to sell Subscriptions using Zoho Commerce?

    • Kaizen #197: Frequently Asked Questions on GraphQL APIs

      🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Multiple Languages for Product Names

      Hi, I use 2 languages: spanish and english. I want to have for every product a name in spanish and a name on english. I want to have to possibility of choosing one of these languages when making an invoice or a purchase order. Is there any way to do

    • Item with name in different languate

      Hello, is there a way to have an item with its name in different languages? For example: I sell an item in different markets and I'd like to have a Proposal and the Invoice with the Item Name in a specific language. Rino Bertolotto Zoho Specialist, STESA srl

    • Contacts with most tickets? Alarm for multiple tickets?

      Is it possible to see through the analytics/reports which contacts are creating the most tickets (not the most discussed ones)? Also, is there a way to set up a notification if a contact creates multiple tickets within a certain time frame?

    • Issue with Template Subject Line Format in Zoho CRM

      Hi Team, I’ve noticed that when I update the subject line of an email template in Zoho CRM, it sometimes appears in an incorrect format when used. Please see the attached screenshot for reference. Kindly look into this issue and fix this issue from backend

    • Two Data Labels in Bar Chart

      I need to create a bar chart that has both the SUM and COUNT. I've concatenated them into a formula but it converts it into a stacked bar / scattered chart. The bar chart is no longer accessible. Since i'm comparing YOY, it would be best to have it in

    • Disable field on subform row

      Hi, Is it currently possible to disable a row item on a subform? I was just trying to do something whereby until another value is entered the field is disable but for the deluge scripting interface threw up an error saying such a function is not supported on a subform. Thanks in advance for your help. Shaheed

    • Leads - Kanban view fit to screen

      Hey guys, I created a custom layout for my leads, staged by lead status. I have 10 types of status. In Kanban view I see only 4 columns/stages and need to scroll to the right to see the rest. Is there a way to make columns/stages be displayed all together?

    • Request to Differentiate Auto-Closed WhatsApp Conversations in SalesIQ

      Hi Zoho Support, I’d like to raise a request related to the way WhatsApp conversations are auto-closed in SalesIQ. Every Monday, our Sales team has to manually review each closed WhatsApp conversation from the weekend to identify which ones were automatically

    • Kanban View UI gets a revamp

      Hello everyone, In the coming week you will notice design related enhancements in Kanban View. The UI has been changed and a new option is introduced under Kanban View Settings that allows to change the color of the category headers.  Please, note that the functionality is not changed. These changes will not apply to the Activities and Visits modules. Here are the details of the changes: 1. The column widths have been fixed to 300 px. The records will have a box around them for clear distinction.

    • Can you stop Custom View Cadences from un-enrolling leads?

      I'm testing Cadences for lead nurture. I have set un-enroll properties to trigger on email bounce/unsubscribe, and do NOT have a view criteria un-enroll trigger. However, help documents say that emails are automatically un-enrolled from a Cadence when

    • Issue with Anchor Link on Zoho Landing Page (Mobile/Tablet View)

      Hi Team, I have created a landing page using Zoho Landing Page and added an anchor link to it. The anchor link is working fine on desktop view; however, it does not work properly on mobile or tablet view. I’ve tried debugging this issue in multiple ways,

    • Simplest way to convert XML to a map?

      I've reviewed the help info and some great posts on the forum here by Stephen Rhyne (srhyne). At the moment I'm using XPath to generate a list of xml nodes, iterating through that to fetch the field name/value pairs and adding them to a map (one map for each record in the data). I then convert the row map to a string and add it to a list. Here's the function: list xml.getRecordListFromXML(string xml_data, string ele_name) {     result = List();     // get list of record nodes     rec_list = input.xml_data.toXML().executeXPath("//"

    • Introducing Creator Simplified: An exclusive learning series to enhance your app development skills

      Hey Creators! Welcome to Zoho Creator's new learning series, Creator Simplified. In this series, we'll dive into real-world business use cases and explore how to translate your requirements into solutions in your Creator application. You can also expect

    • [Product update] Updated Data Synchronization Process for QuickBooks - Zoho Analytics Integration.

      Dear QuickBooks integration users, We’re making an important update in the way data is currently synced in your QuickBooks integration within Analytics workspace. What’s changing: Previously, with every data synchronization, Zoho Analytics used to fetch

    • Zoho CRM new calander format cannot strikethrough completed task

      Hi, Recently there is a new format for calendar within Zoho CRM However, found out that a completed task will not cross out or strikethrough like previous format. Without strikethrough, it will be difficult to identify which task is still in Open status.

    • How to edit form layout for extension

      I am working on extension development. I have created all the fields. I want to rearrange the layout in Sigma platform. But there is no layout module in Sigma. How can I achieve this for extensions other than Zet CLI and putting the fields into widget

    • Employees not Users

      Hello, We are a construction company that has +180 employees and most of them are in remote location working onsite with no access to internet. Is it possible that we have data stored for all employees but have only 5-10 users who will be in charge of entering employees data? or do we have to pay for all +180 employees? even though they won't be using the system?

    • Zoho people generatimg pdf

      Hello , now i want to make a customm button in zoho people that is inside a deduction module , that fetches all the records and generate a pdf with a template that i have done in the mail merges template , i was told that i have to upload template on

    • Ability to Filter Alias Mailboxes in Zoho Recruit

      Dear Zoho Recruit Team, I hope you are doing well. We would like to request a feature enhancement regarding the handling of alias mailboxes in Zoho Recruit. Currently, when we connect an alias mailbox (e.g., jobs@domain.com) from our Zoho One account

    • Next Page