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                • Announcements

                • Zoho CRM gets a new email compose and lot more

                  Dear Customers,  How many of you have waited to set a default font size and font family whenever you compose an email in Zoho CRM? How many of you have desperately needed an email draft within Zoho CRM? Won't it be better if the compose window does the
                • Say NO to Duplicate Leads and Contacts

                  Two Methods! It is important for a company to make sure that the CRM account is free from duplicates records. Basically, there are two methods to keep a check on duplicate CRM data: One is to prevent creating duplicate records The other is to clean your existing data of all the duplicates. For all those who are aware of the Zoho CRM features that help you eliminate duplicates from the existing records, I shall move on to the new feature that we released recently to take care of the former method.
                • Zoho CRM Plug-in for Microsoft Outlook EOL on August 31st 2021

                  Important Latest update (on 26th August, 2021): Complete deprecation of MS Outlook Plug-in has been extended till December 31st, 2021.  Apart from that, we have the following upcoming updates in the Outlook add-in: The Outlook add-in will allow to add
                • Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio.

                  Canvas is LIVE! Today, Zoho CRM is finally launching Canvas, our ambitious approach to create the gold standard of CRM experience. After a successful early access program, Canvas is now available for all. And by all, we mean all. Canvas is available by
                • External ID in Zoho CRM

                  Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need

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                                                                            • Most Discussed Topics

                                                                            • Update fields based on fields in other modules

                                                                              I am trying to figure out how to have fields update based on a field input from another module. One example is I have a field in my deals called "Job Number" that auto-generates when a job is created.  I want that input/number to show up in a field on
                                                                            • Automatically copying information from an Account to a linked Contact

                                                                              Hi everyone, I am currently automating a few quality-of-life things in our CRM. So far I've been having great success with workflows, but I've encountered an issue that, as far as I can tell, can only be resolved with a custom function and I'm admittedly
                                                                            • Users are able to access records in a territory that they are not a member of

                                                                              Hello, I have several territories set up in our CRM. I recently ran a test to see whether users that are not members of a particular territory can access records within that territory (e.g. Accounts, Contacts, Deals), and it turns out that the users that
                                                                            • Show a count of new contacts this week on dashboard

                                                                              For us, we only add contacts in zoho when someone has signed up. Therefore it would be great to have a display of the number of new contacts this week, and be able to see if its up / down compared to the previous period (week). I cant see a way of achieving
                                                                            • Calls Workflow Triggers

                                                                              So I have been watching a tutorial about Calls workflows and I do not have the trigger options that are in the video.  As you can see below, there are triggers for missed call, outgoing call etc. This is clearly an older version of Zoho CRM from 2020