Group related values into categories in CRM analytics for easier analysis
Greetings from Enterprise Support! I am sure you can relate that analyzing large datasets can be tricky when dealing with scattered data points, making it hard to find useful insights. To solve this, we’re introducing options for creating categories within
Announcement! Cross module filtering coming to CRM!
In Zoho CRM, you can now easily find records in each module using advanced filters. These filters let you sort records based on specific fields within the module. For example, you can filter leads by industry, contacts by title, or deals by amount. Once
CRM Canvas detail view now includes tasks, calls, meetings, services, and appointments!
We're excited to introduce the latest update for Zoho CRM—Canvas! With Canvas, you now have the power to personalize how you view and interact with your CRM data. Whether you're customizing record detail pages, list views, or redesigning how you collect
New Email Permission Enhancements in Zoho CRM!!!
📧 We're excited to share some big improvements in how you access and share emails in Zoho CRM. 📧 Previously, all emails sent directly from Zoho CRM's servers could be viewed by anyone with record viewing permissions, no matter their role. This wasn't
What's new in Instant Messaging? | Zoho Desk | Feature Releases | Sept'2024
Improve your business communications with these new and enhanced features in Instant Messaging! Excellent communication is at the heart of every strong work relationship. These new features and enhancements for professionals will help you build better
Zoho's Generative AI - The new age of customer support with Zoho Desk.
Zoho's awesome R&D culture along with build, build and build philosophy helps us push innovative boundaries; this post will cover the latest developments on Generative AI in Zoho Desk. We introduce Zia GenAI, Zoho’s own Generative AI model in Zoho Desk.
Announcement: Deprecation of Certain Feeds Capabilities in Zoho CRM
Hello Enterprise Community, We hope you're all doing well. We would like to inform you about some upcoming changes to Feeds in Zoho CRM. As part of our ongoing effort to enhance the user experience and streamline functionalities, certain capabilities
Importing Data in Zoho Desk: Improved UI and added functionality
Hello Enterprise Community, We're excited to announce some important updates to the Data Import feature in Zoho Desk, including a complete UI overhaul. Check out the details below! Transferring data to new applications is inevitable for most businesses.
Zoho CRM's Workflow brings minor enhancements
Hello Enterprise Community! We have some thrilling updates to share with you about Zoho CRM's workflows that are going to elevate your experience! Check out the latest enhancements: 🚀 Reschedule Previously Scheduled Actions Say goodbye to the old limitations!
Unlock New Possibilities: Discover What’s New in Zoho Desk’s August 2024 Release!
Hello Enterprise Community, We’re thrilled to share some exciting updates with you! Earlier this year, in February 2024, we introduced a range of powerful features, from process orchestration to enhanced ticket management and self-service options. You
Introducing Services and Appointments Modules in CRM Sandbox
Hello Enterprise Community, We are pleased to announce that the Zoho CRM sandbox now supports the Services and Appointments modules! These modules are ideal for businesses offering customer services, allowing you to manage service categories, track appointments,
Issue with Zoho CRM Automation Emails
Hello Enterprise Community, We have heard several reports of delays with emails being sent by Zoho CRM automations (workflow rules, blueprint actions, etc.). Our team is aware of this issue and is actively working towards a resolution now. Please let
Ongoing issue in Zoho Desk
Hello Enterprise Community, We have received several reports of degraded performance across Zoho Desk instances and integrations this morning. Our team is aware of the issue and is actively working to resolve this as soon as possible. We will keep you
Enforcing the Zoho One UnifiedUI
After more than two years from initially introducing the Zoho One UnifiedUI, we have received a lot of good feedback regarding the performance and usability and we have also been able to enhance this feature in a myriad of ways. Now that the UnifiedUI
Issue when tagging users in Notes within Zoho CRM
Hello Enterprise Community, We are aware of an ongoing issue that is occurring whenever a user is tagged within a note in Zoho CRM. The notification email that is sent for these notes is including "#COMMENT-CONTENT" in the place of the actual note's content
Introducing the new Zoho CRM V7 APIs and ZDK CLI
Hello Enterprise Community, We have recently launched a couple of very exciting features for developers working in Zoho CRM, the updated V7 APIs and the new ZDK Command-Line Interface (CLI)! What does this mean? The Version 7 APIs introduce a ton of new
Elevate Your Business: Discover the Power of CRM4E at Our Nationwide Event!
Unlock the Power of the New Zoho CRM for Your Entire Business! Join us for an exciting day where we unveil Zoho CRM's most revolutionary and powerful feature release yet! This event will take place in 10 cities across the country. Agenda What is CRM for
Introducing bulk additions for subforms via lookup and subform permissions for Zoho CRM.
Hello Enterprise Community We are thrilled to introduce two highly anticipated subform features: 1. Bulk Additions for Subforms via Lookup 2. Enhanced Subform Permissions Let's explore these exciting updates: Bulk Additions for Subforms via Lookup Say
Integrate Microsoft Teams with Zoho CRM for Faster Collaboration
Hello Enterprise Community, We're excited to announce the addition of Microsoft Teams to our suite of CRM chat integrations, which already includes Cliq, Slack, and Google Chat. With this new integration, sales teams can collaborate more efficiently by
Issue with Zoho CRM Assignment Rules
In the Assignment Rules section, when attempting to view the rule entries of a triggered rule from the timeline of the Deals module, a warning message stating "Unable to process your request" appears. The owner assignment functionality works correctly,
Zoho CRM currently experiencing slowness.!
Hello Enterprise Community, It has been brought to our attention that our Zoho CRM is experiencing slowness, and a few users have reported the same issue. Our developers have identified the problem and are working on it with top priority. I'll share the
Quick Links
We are using multiple zoho product - Zoho CRM,Zoho Desk,Zoho SalesIQ,Zoho Social, Zoho Pagesence, Zoho Booking, Zoho Campaigns It's hard remember the links, Is there option to customize show only the apps we have purchased when we click Access you App
Assign records based on user roles in an organization.
Hello Enterprise Community, I am super excited to share a new addition to the assignment rules in Zoho CRM. When setting assignment rules, administrators can choose to automate all records or only records which match specific criteria. The criteria can
New Enhancement Alert -- Global Search in Zoho CRM
Hello Enterprise Community, Absolutely! Enhancing the search experience in CRM with precise results, follow-up actions, and AskZia integration can indeed have a substantial impact on user productivity and efficiency. Global search helps you find the information
Important changes to Kanban view for Meetings, Calls, Tasks, and Appointments modules
Hello Enterprise Community, This is a heads-up for some upcoming major improvements to the Kanban view for all Activities modules, expected to be available by the end of July. We will be deprecating the current system-defined Kanban view to introduce
CRM Workflow Rule Pop-up and Notes issues
Hello Enterprise Community We are currently experiencing some issues with Workflow Rules in CRM. When field updates are triggered and highlighted inside the record, there will be a popup showing highlighted fields updated in the background. If you click
Introducing Canvas Record Form in CRM
Hello Enterprise Community, We're thrilled to extend Canvas functionality to record forms. Now you can personalize record entries with the magic of Canvas! The essence of any CRM is in how it enables you to manage and interact with your customer data.
Zoho Services are experiencing slowness.!
Hello Enterprise Community, It has been brought to our attention that our Zoho services are experiencing slowness in some parts of the US. A few users have reported the same issue. Our developers have identified the problem and are working on it with
You can now import data into the Calls module
Hello Enterprise Community, We are excited to announce a new feature in CRM. You can now import data into the Calls module. This helps you create and update many call records instead of having to create or update them individually. This feature will be
New Flexible Validation Rules
Hello Enterprise Community, Configuring validation rules is essential to ensure data integrity and accuracy in any system that processes user input. Validation rules can be used to alert users of mistakes and prevent incorrect data from being submitted..
Public fields: Make certain fields visible for everyone in your Zoho CRM
Hello Enterprise Community, We are back with an exciting enhancement: Public Fields. This new feature ensures that specific fields in your Zoho CRM are visible to everyone, facilitating better collaboration and transparency across your team. Stay tuned
Issue with Emails loading from related list in Zoho CRM
Hello Enterprise Community, We would like to inform you that an issue has been reported about loading Emails in the related list inside the records in Zoho CRM. Rest assured, our developers are actively investigating and working on resolving it. We'll
Zoho One Services are down
Hello Enterprise Community, We would like to inform you that some of our Zoho Services are down (Mail, Cliq, Social, Bookings etc.) Rest assured, our developers are actively investigating and working on resolving it. We'll provide you with an update as
Converting a CRM Dashboard into a presentation in just two clicks can greatly streamline the process of sharing insights
Hello Enterprise Community, You've crafted dashboards in Zoho CRM and used them to track KPIs and other important indicators. They incorporate data from across the CRM to present a holistic visual overview of your sales performance. Now you can convert
Headless CMS
The one product I think Zoho should consider building which would really round out the sales & marketing side of its business is a headless CMS. That headless CMS can then be integrated with Sites, landing pages, campaigns, marketing automation, social,
Feature Enhancement - Zoho CRM's revamped timeline view now extends to three years and offers enhanced support for notes, filters, and email statuses.
Hello Enterprise Community, We're excited to announce that the look and feel of Zoho CRM's timeline view has been refreshed! Along with this UI refresh, we've added some new capabilities. You can now do the following: Use the timeline to refer to events
Recent Updates on CRM Mobile Application
Dear Enterprise Community, We are thrilled to announce the latest enhancements to Zoho CRM Mobile! We've introduced exciting new features and improvements designed to empower salespeople and streamline their work. 1. Account suggestions in the Leads module
Join Us for the Zoho Enterprise Community Meetup in New York City on May 30!
Dear Enterprise Community, We are thrilled to invite you to our upcoming Zoho Enterprise Community Meetup, taking place in New York City on May 30th. Event Details: Date: May 30, 2024 Location: 1120 6th Avenue, New York City, New York - 10036 Time: 10:00
Enhanced Duplicate Checking for Leads in CRM
Dear Enterprise Community, We are pleased to introduce a new feature aimed at enhancing data integrity within your CRM system. You can now easily identify and prevent duplicate entries in your leads by comparing them with existing records in the Contacts
Easily Resolve Zoho CRM Sandbox Conflicts During Deployment
Dear Enterprise Community, We are thrilled to announce a significant enhancement to our Sandbox, aimed at further enhancing our services and optimizing processes. In our ongoing commitment to delivering excellence, we have implemented a feature designed
Next Page