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                                        • Announcements

                                        • GDPR Contd. - Handling Lawful Bases for Your Customers using Zoho CRM.

                                          Hello folks,   Continuing from our previous GDPR post, we bring to you the first cut of GDPR centric enhancements that are released for handling lawful bases for your customers in Zoho CRM. For your understanding we have split the entire process into three sections: Identifying Data Processing Basis Updating the Data Processing Basis in Zoho CRM  Consent Management in Zoho CRM 1. Identifying Data Processing Basis The fundamental principle to handle the personal data of your data subjects is to process
                                        • Plug Sample #14: Automate Invoice Queries with SalesIQ Chatbot

                                          Hi everyone! We're back with a powerful plug to make your Zobot smarter and your support faster. This time, we're solving a common friction point for finance teams by giving customers quick access to their invoices. We are going to be automating invoice
                                        • Recap - Desk Story Series

                                          In our exploration of the Wheels of Ticketing Series, we kicked things off by diving into a fundamental element of Desk Ticketing: the fields. These fields serve as the building blocks that gather essential information about tickets, customers, organisations,
                                        • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

                                          Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
                                        • Hybrid project management in IT and software development services

                                          Project management models serve a wide range of audience, however the highest takers for Agile project management methodology are the IT and software services industry. The flexibility to develop and release software iteratively with continuous improvement,
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                                        • 🇺🇸 🇨🇦 🇲🇽 Ask the Experts: A Live Q&A Session

                                          Session Closed Thank you to everyone who participated in this Ask the Experts session! Your questions, insights, and engagement made it a valuable discussion for the entire Zoho Recruit community. The comment section is now closed, but feel free to browse
                                        • Ask the Experts 20: Level up your customer service with Zia

                                          Hello everyone! We're excited to reconnect with you again. The recent sessions of our Ask the Experts series have contributed to valuable conversations, beginning at the live sessions and evolving into one-on-one conversations and remote-sessions where
                                        • Experience effortless record management in CRM For Everyone with the all-new Grid View!

                                          Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
                                        • Rich Text For Notes in Zoho CRM

                                          Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
                                        • Zoho Books | Product updates | June 2025

                                          Hello Users, We’ve rolled out new features and enhancements in Zoho Books, from the option to record advances for purchase orders to dynamic lookup fields, all designed to help you stay on top of your finances with ease. Introducing Change Comparators


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                                                                                                        • Sticky Posts

                                                                                                        • GDPR Contd. - Handling Lawful Bases for Your Customers using Zoho CRM.

                                                                                                          Hello folks,   Continuing from our previous GDPR post, we bring to you the first cut of GDPR centric enhancements that are released for handling lawful bases for your customers in Zoho CRM. For your understanding we have split the entire process into three sections: Identifying Data Processing Basis Updating the Data Processing Basis in Zoho CRM  Consent Management in Zoho CRM 1. Identifying Data Processing Basis The fundamental principle to handle the personal data of your data subjects is to process
                                                                                                        • Introducing Forms in Zoho Sheet

                                                                                                          We hereby bring you the power of ​forms in Zoho Sheet. ​Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether you
                                                                                                        • Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more

                                                                                                          Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by
                                                                                                        • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

                                                                                                          Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
                                                                                                        • Invitation-Based User Access in Zoho Analytics

                                                                                                          Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security