Community Digest - October 2022
Hello, Everybody! We have seen a lot of conversations here on the forums where users go above and beyond to help others, a hallmark of a thriving community. Don't they deserve a token of appreciation? We'd like to honor those who take that extra step,
Community Digest - September 2022
Announcements: You can now analyze the tone of an email in great detail! Introducing Zia Email Emotion Analysis and Zia's Consecutive Negative Sentiment Alerts. Check the post to learn more about the enhancements made to Zia's Email Intelligence. Meetups:
Community Digest - August 2022
Hello, Folks! This month's digest features a brand new space! Checkout Dev's Corner that highlights intriguing subjects based on developer-centric posts. Announcements > We are glad to announce that we have enhanced our Subform support by adding user
Community Digest - July 2022
Hello, folks! We're back with another digest post! This digest highlights the announcements and discussions that occurred in the Zoho CRM forums in July. Get ahead and discover what you've been missing! Announcements We are excited to share with you that
Community Digest - June 2022
Good day, ladies and gentlemen! Every month, Zoho publishes a community digest that summarizes all of the announcements and interesting discussions that occurred in the previous month. This digest highlights the announcements and discussions that took
Community Digest - May 2022
Announcements Checkout the enhancements made to the integration of Zoho Campaigns with Zoho CRM Introducing Direct Feedback on Zia's Recommendations to enable relevant recommendations Now, customize how you sort your picklists values in CRM Users of
Community Digest - April 2022
Announcements CRM’s advanced filter options make it simple to fine-tune your lookup records Custom Buttons in Zoho CRM have been updated to collect users’ locations Introducing Admin Tools, an interface for configuration management Introducing built-in
Community Digest - March 2022
Announcements Zoho CRM's design garage, Canvas gets a few new enhancements, including reusable components and style presets. Now, import subforms conveniently in Zoho CRM. Introducing the Wizard functionality in Sandboxes Zia notifications through different
Community Digest - January 2022
Announcements Webinar alert - Register for the upcoming Focus Group webinar series on integrating Zoho Desk with Zoho CRM Checkout the recent feature additions in field update and date/time based triggers in Workflow Follow the UI-level improvements
Community Digest - December 2021
Announcements Check out what's new in Zoho CRM Winter '21 release Regulate support tickets visibility with Zoho Desk integration in Zoho CRM Rolling out new enhancements in user field and reporting hierarchy Associate subforms and save templates as draft
Community Digest - November 2021
Announcements Introducing portals for trial editions, allowing bulk operations, option to remove users, and more Announcing common Deployment Logs in Sandbox Rolling out new UI enhancements in Zia Notification Panel Zoho Marketplace houses more than 500
Community Digest - October 2021
Announcements Integrate multiple telephony providers within a single organization Rolling out Email Preferences: a global setup for role-based email sharing Introducing Certified Canvas Designers to help you implement Canvas for your business Gamescope
Community Digest - September 2021
Announcements Announcing color coding for picklist fields in Meetings We've made new updates to Bounce status in the Campaigns module Launching Announcements in Zoho CRM to communicate important updates Introducing color coding of picklist values Take
Community Digest - August 2021
Announcements Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio Introducing new charts and additional metrics in Webform Analytics Execute automation and other processes during import Announcing Multiple Sandbox types and support
Community Digest - July 2021
Announcements Introducing Zoho CRM's new email compose and a lot more exciting latest enhancements Take a look at the revised pricing of Zoho CRM portals Extending the Multiple currency limits and availability for all paid additions Zoho Marketplace houses
Community Digest - June 2021
Announcements Introducing multi-organisation support with single sign-on in Zoho CRM Find similar records during conversion using unique fields in Contacts and Accounts Zoho Marketplace houses more than 500 Zoho CRM plug-and-play extensions. Here is a
Community Digest - May 2021
Announcements We are delighted to announce that Zoho CRM is HIPAA compliant now Trigger automations and other process management actions, during record import Zoho Marketplace houses more than 500 Zoho CRM plug-and-play extensions, here is a list of 7
Community Digest - April 2021
Announcements Webinar Alert: Register for the upcoming Focus Group webinar series on Widgets 101 - learn how to create widgets from scratch Zoho Marketplace houses more than 500+ Zoho CRM plug and play extensions. Here is the list of 29 new CRM extension added,
Community Digest - March 2021
Announcements Introducing Zoho CRM's V2.1 APIs New enhancements in Dashboards UI and an all new home page view New updates in deal stage and stage probability mapping Multiple location URLs and date picker are now available in Zoho CRM Webforms Announcing field
Community Digest - February 2021
Announcements Take a look at the recent update and pricing for Remote Sales Office Introducing Motivator for Zoho CRM: CRM adoption via fun sales Upgrade your telephony extension before February end New enhancements in record sharing, custom views,
Community Digest - January 2021
We hope you find the Community Digest series useful! We like to keep adding to it as much as we can so, if you've got any ideas, feel free to add them in this form here. Your inputs are greatly appreciated:) Announcements Introducing the upcoming customization
Community Digest - December 2020
Thank you, Zoho Community for coming together and braving 2020! We're grateful to have witnessed the community spirit grow and thrive this year and, look forward to the same in 2021. Happy New Year! Announcements Register here for pre-early access to
Community Digest - November 2020
Announcements Take a look at the upcoming Blueprint enhancements - Parallel Transitions, Widgets Support and more! Check out the change of flow in creating new Accounts using standard Lookup fields Making first name mandatory for CRM users Zoho Marketplace
Community Digest - October 2020
Announcements Take part in the virtual Halloween costume contest and win a gift hamper worth $100 from Zoho! Block your calendar - Here's the second part of the focus group webinar series to build long-lasting customer relationships with Zoho CRM 2020
Community Digest - September 2020
Announcements Browser versions in CRM are upgraded to facilitate advanced functionalities. Here is what you need to know. The new error codes in CRM API for Zia Vision - RECORD_LOCKED and NOT_APPROVED Update to Search Records for new user sign ups from September 15 2020. Clone Webforms across layouts within the same module. Zoho CRM webforms are now responsive and hence the forms get automatically adjusted based on the screen size. Take a look at the Connections update on deploying from Sandbox to
Community Digest - August 2020
Announcement: Block your calendar - We've scheduled focus group webinars covering Zoho CRM 2020 features that help build long lasting customer relationships. Increase API Credits right from the API Dashboard. Take a look at the newly revamped and visually appealing UI of Kanban View. Sub-concurrency limit is increased for complex APIs. Check out the enhancements made to Functions and the Activities Module. Introducing Workflow for Facebook and Twitter. Zoho Marketplace has marked its milestone of
Community Digest - July 2020
Announcements: Zia is now a separate category in the setup page. Take a look. Rolling out new changes in CRM logo and Menu bar. Introducing Zoho Directory integration with Zoho CRM. Enhancement in Portals: Edit records and access subforms added by other portal users. Trimming down the list of Timezones in Zoho CRM. Associate emails with records using Outlook in Zoho CRM. Depreciating the old OAuth tokens for sandbox environment APIs. Zoho Marketplace houses a wide range of extensions to enrich your
Community Digest - June 2020
Announcements: We are elated to announce our most awaited features of 2020. Check out the posts below: Understand customers' expectations Offer a personalized selling experience Evaluate how your business processes are performing Improve work environment for your employees Here's a list of Zoho Marketplace releases: WeChat Pay, Bold BI and 4 more Zoho CRM extensions. Events module renamed as Meetings. The 'Need Help?' section inside the CRM profile page is revamped. Kaizen: Kaizen#34 - API Credits
Community Digest - May 2020
Announcements: Introducing a new instant action in the Workflow rule - Create record. Check out the new field to upload gallery of photos - Image upload field. Updated org-specific OAuth2.0 Tokens flow for Zoho CRM. Remote Sales Office, a team collaboration toolkit - Zoho Cliq, Zoho Meeting, and Zoho ShowTime integrates with Zoho CRM in a single package. Kaizen: Kaizen #29 - Parameters in Zoho CRM APIs [Part 1/2] Kaizen #30 - Parameters in Zoho CRM APIs [Part 2/2] Kaizen #31 - Subforms #API Kaizen
Community Digest - April 2020
Announcements: Update Zoho CRM plug-in for MS Outlook and MS Word by April 30, 2020. Check out the changes in the new UI of the record details page. Introducing new Zoho CRM extensions - RingCentral Video, WhatsApp Web, and 10 other extensions from Marketplace. Take a look at the newly launched Zoho CRM extensions - IDX Broker, Mapsly, Acefone and 10 other extensions Introducing new Zoho Desk extensions - Github, OnePage CRM, and 4 other extensions from Marketplace. Here's a list of the extensions
Community Digest - March 2020
Announcements: Check out the new, revamped record details page in Zoho CRM that's easier on the eyes Custom Buttons now available in the List View - Utility Menu. Learn more. Field limits are revised for the enterprise edition. Effective contact management with extension pointers that allows you to fetch contacts from Google into Zoho CRM. Lead conversion mapping now in Sandbox with the ability to attach files from Zoho WorkDrive. More than 900 extensions in the Zoho Marketplace to enrich your experience
Community Digest - February 2020
Announcements Map the fields from a layout in the Leads module with the appropriate layout from Contacts, Accounts, and Deals module in Sandbox and deploy the changes into your production account. The sign-in process in the Zoho CRM plug-in for Microsoft Word now uses OAuth instead of Authtokens A step-by-step guide to integrate Google Contacts using Sigma Important Updates in Zoho CRM Outlook plug-in and Marketplace. Check it out Now, transfer Records and assignment configurations during user
Community Digest - January 2020
Product Announcements Introducing edition-wise storage limits in Zoho CRM New error-code in CRM API - RECORD-LOCKED to prevent data loss Introducing edition based Data Storage limits and UI changes in Storage Space Check out how you can delete users and transfer the records owned by them Modified sign-in process of the Zoho CRM Outlook plug-in using OAuth instead of Authtokens. Kaizen Kaizen #13 - Bulk write API Kaizen #14 - Notification API Kaizen #15 - Java SDK for self client Kaizen #16 - Python
Community Digest - December 2019
Product announcements: Empower sales reps to sell with Zoho CRM, now with iOS 13 experience Are SPAM records troubling you? Include reCAPTCHA in your webforms with Zoho CRM All new Revamped Tax section is now available in the newer version of the CRM app! Updates in Email and Inventory templates: Cloning across modules, setting default font and more. New customize options in the module builder: Quick create and details view On including reCaptcha in your webforms PartnerSpeak on Zoho CRM Use
Community Digest - November 2019
Product announcements Zoho CRM's Social revamp and migration to new social accounts Zoho CRM's mobile application now supports our testing environment, Sandbox Ruby SDK for Zoho CRM is out E-sign your documents with the Zoho Sign extension for your CRM Kaizen Kaizen #4 - Troubleshooting OAuth 2.0 Kaizen #5 - Environments and domains in Zoho CRM (1) Kaizen #6 - Environments and domains in Zoho CRM (2) App Spotlight App Spotlight brings you hand-picked apps to enhance the power of Zoho. Explore Zoho
Community Digest - September 2019
Product announcements BCC dropbox email email address format will be revised Call leads and contacts via RingCentral Lead nurturing made easier with email marketing automation workflows Empower your sales reps to sell with Zoho CRM - now with iOS 13 experience Zoho User Group Meetups Our final leg of meetups for the year are ongoing and registrations are still open. In this series of meetups, we are delving into common challenges faced by sales administrators and discussing solutions.
Community Digest - August 2019
Product announcements Check out the new feature upgrades we've introduced for Functions in Zoho CRM. We have added a few new configurations in assignment rules, updates to the importing process and much more. Check out last month's new feature enhancements in Zoho CRM. Zoho User Group Meetups Our final leg of meetups for the year are scheduled and registrations are open. In this series of meetups, we will delve into common challenges followed by sales administrators and discuss solutions.
Community Digest - July 2019
Product announcements: Announcing CRM Functions' migration from v1 to v2 Find all related emails to a record in the CRM mobile App Focus Group webinars Functions 101, the webinar series teaches you to build your own Functions from scratch. The four-part series will have you writing your own deluge scripts with ease, building Functions from scratch and will help leverage your CRM. Register here. Useful discussions Check out Kevin Flyn's function to automatically close off a task
Community Digest - June 2019
Product Updates Convert your leads from events using Zoho CRM's eventbrite integration Plan and manage your events better by integrating your CRM with Zoho Backstage Check out the all new ready-to-install meeting apps in Zoho CRM Cloning blueprints is now possible - also, add new states to the existing ones and map them The all-new lead conversion mapping for subforms Monitor the finance flow of your event in Zoho Backstage Enhancements in refreshing Sandbox Check out the enhancements
Community Digest - May 2019
Product updates Increase in CRM API v2 credits Introducing Setup Page customization in Zoho CRM Plan and manage your events better by integrating Zoho CRM and Backstage Leverage Zoho CRM’s various features built with GDPR in mind, to ensure that you collect and process data. New versions of Java SDK (1.0.5) and PHP SDK (2.0.0) are out! Limits for Functions have been updated, check it out here. Zoho Community Meetups Join the team and your peers at Zoho Community Meetups in
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