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.
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.
Access your files securely from anywhere
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Abhinaya Babu J
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, takingThe 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'veRefer 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 enhanceSocial 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 onUnified 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
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Billing Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,WorkDrive API: allow the modification time to be set when updating an existing file (x-last-modified-date is honoured on create, ignored on update)
Hi, I contribute to the Zoho WorkDrive backend of rclone, the open-source sync/copy tool. I would like to raise one specific, narrow API gap that currently makes reliable syncing to WorkDrive impossible, and ask whether it can be addressed. What alreadyWhatsApp Coexistence
Hello, please implement WhatsApp Coexistence, we need to track staff whatsapp chats on their PC and they need to be able to use WhatsApp on their mobile in around the office and warehouse, as we video call customers and send them product pictures. ThankKiosk / CRM Timezone Oddity
I grant you this is much easier to see than to explain, and snapshots here won't help much and I don't want to snapshot my record anyway in a forum, so bear with me... Effectively... As there had been discussions on times coming through in different timezonesRestricted Account - "This user is not allowed to add in Zoho" - citbinvestment.com.
Hi Zoho Support Team, I am attempting to set up user mailboxes for my domain citbinvestment.com, but I am receiving the following error: "This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details." > My MX, SPF,👍 Zoho CRM's Notes now gets Reactions and a new look
Available in SA and JP DCs. Rolling out to other DCs in phases. Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records. Now with Note Reactions, users can quickly acknowledge updates, expressContact Sharing: Hide email alias from global address list
As the superadmin, I would like to hide my domain aliases from appearing in the global address list. Currently, my end users can see all my aliases. The aliases also appear as type-in addresses when composing a new email. This is a potential securityZoho Projects - Linking CRM Deals to Projects via API without sending customer contact email invitation to project portal
We are using the Zoho CRM and Zoho Projects APIs to automatically create a project in Zoho Projects and then associate that project with the relevant Deal in Zoho CRM. The API process is working in that the project is created successfully and appearsIncorrect Currency Shown
On Bills, each line shows the rate in the wrong currency (home currency).Ability to filter services and parts based on a field in the Work Order
Hell FSM team, We have a customer with 2 value streams using Zoho FSM. Each value stream uses different products, at different price point. Currently, all of the products are accessible when creating a work order and modifying a service appointment, whichThis user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved. Thank you[Free webinar] Beyond prompt-to-app: Vibe coding with Zoho Creator | Creator Tech Connect (October 2026)
Hello everyone, We are excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar consisting of purely technical sessions, where we dive deep intoZoho Recruit Staffing version Interview using Zoho Meeting
I would like to understand whether Zoho Meeting has a native integration with Zoho Recruit – Staffing Edition. As of now, I am unable to find the native Zoho Meeting integration within the Staffing Edition of Zoho Recruit. Could someone please confirmPayroll needs to automatically remit taxes, not just give me the calculations
Wagepoint, PayEvo, Waveapps, etc... All your competitors deposit employee payroll, but they ALSO remit taxes automatically. Get with the program, your Payroll app is extremely sparse.New enhancements to user management
Hello everyone, We're excited to introduce a few enhancements to user creation and user preferences in Bigin! These updates give administrators more flexibility while inviting users, and give users more control over how their data is displayed. With thisPublic dashboard table does not load in mobile view - TypeError reading 'viewType'
Our public dashboard links have worked for years. We made no changes. Now the table widget does not load on mobile browsers. It loads fine on desktop, and it loads on a phone when we use "Request desktop site." Chrome DevTools shows this error in mobileCannot format "start date" field in Zoho Flow
I am trying to recreate a flow that connects Inventory package creation to Zoho projects (where a task is created in a defined project). I've been able to troubleshoot everything EXCEPT the date fields; specifically the "start date" - which is quite importantBank Transactions page shows too few transactions due to large header area
In the Banking → Uncategorized Transactions screen, a lot of vertical space is being used by the account header, balance details, tabs, buttons, etc. Because of this, on a normal desktop screen I can see only around 2 transactions at a time, even thoughZoho Mail Android app update (v3.6.5) - Enhancements in Email Composer and Google Meet support
Hello everyone! We are excited to introduce new enhancements in the Zoho Mail Android app (v3.6.5). Let's dive into what's new. Drag and drop email addresses between recipient fields You can now drag and drop the email addresses across the recipient fields:Migration from QuickBooks to Zoho Books for the U.S. Company
Is there any automation tool available to migrate data from QuickBooks to Zoho Books for a U.S.-based company? If yes, could you please provide the details?Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México
Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México Hola equipo de Zoho, Durante los últimos meses he observado una necesidad recurrente entre varios clientes en México relacionada con el cumplimiento fiscal delIntroducing Zoho Key Service, a simpler way to access LLMs without API keys
Available in the Professional, Enterprise, and Ultimate editions in the US, IN, AU, JP, and CA DCs. Hello everyone, We are excited to bring Zoho Key Service (ZKS) in Zoho CRM, a simpler way for organizations to access and use third party LLMs. You canSingle Folder Archival in Zoho Mail
Dear Zoho Mail Community, Have you noticed and wondered what the banner is about in your Zoho Mail's Archive Policy Settings? In Zoho Mail, users have traditionally archived emails to keep their inbox and active folders clean. While this helped reduceTrigger Workflow Rules from subform row actions
Hello all, Previously, workflow rules could only be configured at the module level, which meant subform data had to be tracked and managed manually. With this update, workflow rules can now be triggered directly by actions within subform rows, givingCreate a single record from multiple images with ICR
Hello all, Zia's Intelligent Character Recognition can now create a single record from multiple images. Users can upload up to three images at once, such as an ID, a passport, and a business card, and Zia will extract the relevant information from allFree Plan mail accounts details
In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.comcan not use my zoho mail
i bouht domain( avta group.com) and set up mail(Avtar@avta group.com) but i cannot receive or send emails . can you please help out.Display Issues
Hello, Our company just changed General Managers and the other one was the super admin. Since deleting his profile and making our new General Manager the super admin there have been ongoing issues. One in particular, is when creating estimates, salesIntroducing Night Mode for Zoho Recruit [BETA]
Late-night hiring sessions? Long hours reviewing resumes? We heard you. Night mode [BETA] is now available in Zoho Recruit, giving you a cleaner, more comfortable workspace that’s easier on the eyes while keeping the focus on what matters most: hiring.Unblock ME
info@pentekykloi.gr Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more. I purchase additional storageZoho Calendar integration for Bigin
Hello everyone, We're excited to introduce Zoho Calendar's integration in Bigin! For a while now, users have been able to sync events in Bigin with Google Calendar and Outlook Calendar - but with this new topping, it syncs with Zoho Calendar as well.Workflows, webhooks, and zero manual work: Your webinar operations, on autopilot
Running a webinar is never just about going live. There's the flurry of registrations to track, attendees to follow up with, recordings to share, CRM records to update, and somehow, all of this has to happen on time, every time. Until now, most of itZoho Mail - More contextual actions on email list view
Hi Zoho Mail team, I recently completed an email migration from Gmail to Zoho Mail and noticed a feature in Gmail that I think would be a great addition to the Zoho Mail interface. When you hover over an email in Gmail's list view, a number of quick actionsSupervisor Rules --> Custom Function
Hello, currently I can't add a custom function to a supervise rule. Is there a reason for this? Background: We have BluePrint managed tickets and actually we have a Supervise rule which should set the ticket to "closed" after 168 hours since the lastErro
Subject: CRM Standalone Function creation returns INTERNAL_ERROR Hello Zoho Support, I am trying to create a Standalone Deluge Function in Zoho CRM for a lead intake REST API. The CRM account reports that the Standalone category is enabled, but functionDigest Septembre - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chère communauté ! 👋 Le mois dernier a été riche en nouveautés, en échanges et en découvertes ! Retrouvez ici les contenus les plus utiles, les discussions les plus intéressantes et plus encore. En septembre, nous avons mis en lumière trois nouveautésEmail Forwarding to Zoho Desk Failing After Migration from Gmail to Outlook (Microsoft)
We recently migrated from Gmail to Microsoft Outlook. Since the migration date, emails sent by our customers are no longer being received by Zoho Desk. I tried setting up the email forwarding rules in Outlook similar to what we had in Gmail, but it stillNew Update: Convert External Users in Bulk in Zoho Directory
Greetings to all Zoho Directory users out there! We’re excited to introduce a new update that makes user management in Zoho Directory even more efficient; you can now convert external users in bulk! Earlier, admins could convert only one external userPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversHow to import PST files in Office 365?
You can import PST files into Office 365 using native Outlook applications, the Microsoft Purview network upload method, or specialized third-party migration tools. Choosing the right method depends on whether you are migrating a single mailbox or executingNext Page