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                • Announcements

                • [Early Access - Closed] 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
                • Introducing Image Upload Field

                  Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules.  Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the record
                • Canvas View in Zoho CRM

                  Hello everyone, In today's post, we will give you some insight on Zoho CRM's Canvas View.  The Canvas View lets you choose a personalized way of displaying the records. You have been able to swap between the List view and Kanban view as and when required, but there may be instances when you would want to completely customize the way each record is displayed, that's when you would require a canvas view.  Below are a few options that you can use to create a personalized view for the records:  1. Display
                • Zoho CRM Plug-in for Microsoft Outlook EOL on August 31st 2021

                  Latest Update: Complete deprecation of MS Outlook Plug-in is extended till August 31st, 2021.  Update: Last date for downloading the plugin has been extended till 31st, December 2020.  Hello everyone, Keeping the best interest of our users in mind, we
                • Access Multiple CRM Accounts With Single Sign-on

                  Hello everyone, We are happy to announce that Zoho CRM now provides multi-organization support. What is multi-org support? In order to ease login and access to multiple Zoho CRM accounts, we came up with multi-org that allows users to use same email address

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                                                                      • Most Discussed Topics

                                                                      • More than one deal per lead

                                                                        Hi, I love Zoho, currently getting to grips with Zoho One and think it's brilliant but I'm struggling or missing something. I am a mortgage roker and want to track referrals, purchased leads and leads from referring companies who get paid from the referral.
                                                                      • Copy values from one module to another

                                                                        Hello,  I am looking for a way to copy values from one module to the corresponding fields of another module. I know there are a few articles out there and I found this snippet (I am new to Delug).  So the thing is…  I do have a few custom fields (input
                                                                      • How to get current page URL of entry in Zoho CRM?

                                                                        Hello, I am trying to find a solution to get the full URL of the current page of an entry in Zoho CRM? I.e. https://crm.zoho.eu/crm/org1234567890/tab/Contacts/998877665544332211 Thanks for help!
                                                                      • Execute automation and other processes during import

                                                                        Hello everyone, We have now introduced the option to execute automation and process management actions on records right when they are been imported to your CRM account. Yes, until now records were not allowed to undergo any automation when they are imported,
                                                                      • Can you set up a workflow rule to trigger an email to the logged in user?

                                                                        Can you set up a workflow rule to trigger an email to the logged in user?  or does anyone have a work around for this please?
                                                                          • Sticky Posts

                                                                          • [Early Access - Closed] 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
                                                                          • Function #37: Create a Purchase Order from a Quote

                                                                            Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
                                                                          • Extension pointers: Working with widgets to power-up extension capabilities (Part-2)

                                                                            Widgets simplify work and enhance the functionality of Zoho CRM by contextually embedding third-party services and adding new features to Zoho CRM. In the previous post (Part 1), we mentioned what widgets are, the basic steps to install ZET CLI, and how
                                                                          • Extension pointers -JS SDK series#9: A look at multiple JS SDK API methods and their potential uses in different scenarios for widgets

                                                                            Throughout the "Extension Pointers - JS SDK" series, we've demonstrated a wide range of APIs, their usage, and how they can be implemented in a widget, along with working examples. Let's look at a consolidation of all the APIs in this post, to get a quick
                                                                          • 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