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                • Zoho User Group (ZUG) In-person meetups - APAC

                  Hello everyone! Our Zoho experts are visiting your city to meet you in person and help boost your organisation's productivity. Come and meet us in your own city or in your nearest city! Find our schedule below. Register for the meetup in your city now.
                • Email Credibility Dashboard: Track your account's email sending practices

                  Greetings Customers, We are rolling out an Email Credibility dashboard to help CRM administrators monitor the email sending practices of their organisation, and to help them implement domain authentication and email sending measures. Administrators can
                • Introducing Zoho CRM's all new email configuration

                  Dear All, We're thrilled to announce the release of Zoho CRM's new email configuration, which includes a range of exciting new features and improvements that will transform the way you manage your email. Without further ado, let's have a quick look at
                • Zoho CRM Developer Series : Client Script

                  Hello Everyone! We are glad to announce that we have started the Zoho CRM Developer Series. This series aims to aid the developers explore the development capabilities of Zoho CRM and learn in-depth about each feature. These sessions will help developers
                • Zoho CRM: Timezones and Users API

                  Hello Everyone! As you all know, we have the provision to set a user's time zone in Zoho CRM. Currently, we are displaying all the time zones (both new and old) that add up to roughly 700 time zones. For instance, we have both (GMT 5:30) India Standard Time (Asia/Calcutta) as well as (GMT 5:30) India Standard Time (Asia/Kolkata) on the list.  We are trimming down the list of time zones to around 500 valid time zones. For instance, we will have only (GMT 5:30) India Standard Time (Asia/Kolkata) on
                • Most Discussed Topics

                • Auto Update Deal Name on Create/Edit

                  Hi there, I know this question has been posted multiple times and I've been trying many of the proposed similar scripts for a while now but nothing seems to work... what might I do wrong? The error I receive is this: "Unable to cast the 'TEXT' value into
                • Convert lead to deal

                  Hi All! I create fields rule in deal modules that when the stages was closed lost will appearing this fields as reason of lost and I put it as mandatory fields. But when I converted the lead to deal with any stages is showing in converted page I can not
                • Deal Create button on Contact view page assignes the Deal to Account record only

                  Hi, I've added a function as button to my CRM which should create a deal record from a contact view page. It roughly works. However the new deal record has Account popullated field but not Contact (it looks like the Contact lookup field in Deal module
                • Useful enhancements to Mail Merge in Zoho CRM

                  Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents
                • How to access "modify time" from Client Script?

                  Hi everyone! I'm writing a Client script for the Account-Edit-onSave event. I'd like to access the "modify time" property, is this possible? I've tried using $Page.record._Modify_time but it looks like this returns what is on the server when the user

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                                                                                  • Sticky Posts

                                                                                  • [Early Access] Voice of the Customer (VoC) for Zoho CRM

                                                                                    Happy new year, everyone! We have an exciting addition to our suite of features and would like to introduce you to VoC (Voice of the Customer) for Zoho CRM, powered by Zia. 2023 is definitely the best time to be a customer with rapid innovations and advancements
                                                                                  • New Actions in Workflow rules - Schedule a Call & Add Meeting

                                                                                    Dear All,   Greetings!   We've come up with some exciting updates to actions in Workflow rules. As you might know, Workflow rules help you to automate your follow-up processes without any manual intervention.   Presently, to orchestrate sales cadence,
                                                                                  • Zoho CRM Community Digest - August 2023

                                                                                    Hello everyone! 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
                                                                                  • Tip #35 - On using Kanban View in Zoho CRM

                                                                                    Hi folks,  It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here.  Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filter
                                                                                  • Blueprint enhancements - Parallel and multiple transitions, and more

                                                                                    Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all

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