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                            • Directly Edit, Filter, and Sort Subforms on the Details Page

                              Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
                            • Cross module filtering is now supported in CRM

                              Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early Access
                            • Translation in Zoho CRM now supports various regional languages

                              Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, and EU data centers. We'll keep you updated on releases for other data centers. Hello everyone, Imagine
                            • Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure

                              Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
                            • Import subform entries conveniently in CRM

                              Dear All,   Subforms have always been crucial for associating additional data with CRM records. You can easily associate line items with parent records and keep track of various details related to your records. We're pleased to announce that we've introduced
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                            • Cross module filtering is now supported in CRM

                              Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early Access
                            • Directly Edit, Filter, and Sort Subforms on the Details Page

                              Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
                            • COQL or deluge API, how to get the total count that match criteria?

                              This is a simple count, but given the 200 record limit, and the fact that I don't need any of the results, just the count, why do I have to page through and perform such an expensive operation. The following shows how I successfully used deluge and COQL
                            • How to automatically update email field based on user field

                              I want to be able to automatically fill up the section Sales support email based on the sales user that is selected So what ive done is stored the sales support email inside of the user that the one of my sales person uses. I want to know whether this
                            • Date not updating automatically

                              Im not able to call use the code below to update the field as shown in the picture, im not sure whether i did something wrong but the outcome i want is the date to show up for example as: Oct 24 2024 var date = new Date(); var formattedDate = date.toLocaleString('en-US',

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