August slipped away into a moment in time, so let's take a moment to catch up on all the interesting discussions and exciting announcements that unfolded in the Zoho CRM Community during this past month. We have a few product updates and important conversations to share with you. Let's dive right into the highlights!
> Activity Module Deprecation Update:
By now, most of you would have started seeing the in-product notifications inside CRM regarding the deprecation of the Activities module. This is a positive step forward, as the common Activities module presented its own technical challenges for enhancement handling. As the deprecation is scheduled to take place by November 1, 2023, do ensure you make the required changes before then. Incase you missed it, do check here for more information.
> Mail Merge Enhancements:
Discover the latest updates on Mail Merge in Zoho CRM! Based on popular demand, we've extended Mail Merge support to include Inventory modules. Additionally, you can now import PDF files for merging, and add image fields to your templates. Learn more.
> Template Support for WhatsApp Integration:
Currently, you can seamlessly integrate WhatsApp Business with Zoho CRM to reply to inquiries, add leads/contacts, and manage messages. The latest enhancement further enhances your experience with personalized templates to automate your messages. Explore these updates in detail in this post.
> CRM Portal Updates:
We have two CRM portal updates to share: Firstly, the pricing for portal user licenses has been updated, applying to all new purchases and transitioning for existing purchases in the next payment cycle. Second, plugin modules are now supported in portals, allowing external users to access plugin module records in the Related Modules section during portal configuration.
> Streamlined CPQ Enhancements:
Zoho CRM's CPQ system now offers an improved "filter and search" interface. Designed similar to the advanced filters in the list view page, this upgrade helps you select products with ease.. What's more, now you can configure and add free secondary products that complement your primary product and make dynamic quantity adjustments. These enhancements simplify quote creation and enhance efficiency. Learn more
> Updates to Activities Related List:
We're excited to announce enhancements to the Activities-related list, offering three new views for a better organization: Column view for a quick overview, Chronological view for prioritization, and Tab view for customizable sorting based on field attributes.
> Subform field limit enhancements:
Updates to subform field limits on layouts in Zoho CRM: The field limit for subforms on layouts has increased from 10 to 25, offering more flexibility to capture detailed information. Additionally, the limits for decimal, percentage, and currency data types have been extended from 10 to 20 fields. Learn more.
> Enhanced Sales Forecasting:
Following our earlier announcement about enhancing forecasts with the Strategy Influencer feature, we are pleased to inform you that this functionality is now available in Zoho CRM. With Zoho CRM's forecasting, you can predict sales and set targets, while Strategy Influencer offers trend analysis, anomaly detection, gap identification, predictors, and prescriptive recommendations. The blending of these two features within Zoho CRM provides detailed target predictions and helps create a more refined forecast.Learn more.
> CRM Motivator Upgrade:
Zoho CRM's Motivator tool has been upgraded to boost productivity with new features: TV channel announcements for important messages, on-track/off-track analysis for targets, individual component refreshing, simplified team creation, hierarchy-based views for users, and additional data granularity for in-depth analysis. To know them in detail, read this post.
> Home page enhancements:
Previously, Zoho CRM facilitated sharing of home page components based on roles only. The new enhancement enables profile-based sharing as a home page customization. This change also lets you share up to ten home pages – five each based on their roles and profiles respectively – with your users. Additionally, using the Copy Customization option, you can now replicate analytics configurations across different Zoho CRM Accounts. Learn more.
> Zia's integration with OpenAI for Zoho CRM:
Introducing the exciting integration of Zia with OpenAI in Zoho CRM, featuring the Smart Prompt functionality. Smart Prompt helps with email composition, email templates creation, apart from refining notes and extracting more information through some of the fields on the record details page. Learn more.
Learn more about "Source" and "Previous Values", couple of minor enhancements in Zoho CRM Workflows. Use "Source," to narrow down the trigger source of your workflow, whether the trigger was from regular delete action or a record merger, thereby eliminating guesswork. By enabling access for your Functions code to field's value prior to update, "Previous Values" , helps trigger contextual actions based on the record update. Check out this announcement to learn more and get early access.
Thanks for taking the time to read this month's round-up. Keep tabs on the digest every month for the latest ideas and discussions. Stay tuned and engage in the forums to be included in the next month's digest. Have a wonderful month!