Bulk linking via shared field
We have imported a collection of closed cases from another system. We want to link those cases to accounts and sometimes contacts. The cases have fields that can be found in the Accounts (UserID) and Contacts (License Code), but I cannot figure out a way to assign all the cases (there are 1000's of them) to accounts at once rather than one at a time.
Since bulk imports exists, I have assumed that bulk linking exists and I simply can't find the correct KB or article.
Integrate Multiple Telephony Providers in a Single Organization
Dear All, Greetings! We have an exciting announcement with reference to telephony integration. Integrating telephony with our applications aids convenient communication with peers and customers. Once integrated, you can make, receive, and automate calls
Introducing a new home page view and UI enhancements for Dashboards
Hello everyone, In CRM, the home pages provide a quick view of the various happenings in a business with the help of dashboards. The home pages also help to organize one's and the team's day's work. There are three views in the home tab: Classic User's
Gamescope is leveling upto Motivator for Zoho CRM
Hello, As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
Introducing Color Coding of Picklist Values
Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.
[Early Access - Updated to LIVE] Introducing the Canvas Design Studio.
Greetings Customers! Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's
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