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                                                                                          • Most Discussed Topics

                                                                                          • Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules

                                                                                            This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical
                                                                                          • Details on adding a note to a contact/lead via Zapier

                                                                                            Can someone provide some details on how to add a note to a contact/lead using the Zapier integration of Zoho CRM?  My trigger provide a phone number as a lookup key and then some added data that I want to add as a note.  I assume that I want to use the
                                                                                          • Zoho Removed 66% of Screen "Real Estate" at the flip of a switch

                                                                                            Adding my 2 cents for this terrible UI/UX roll out of the new Tasks/Calls/Meetings section. This "new and improved" task layout splits the standard layout into 3 columns but the layout is not responsive. I can now only see 2 full tasks instead of previously
                                                                                          • CRM and Finance Tab - Add Invoice "Subject " Column

                                                                                            When On a contact in CRM, and you click the Zoho Finace tab, how can I put in the invoice subject line? Or even a custom field for this.  We need to see what that invoice is for, without opening it.   If we have tons of invoices we need a way to quick
                                                                                          • Layout rules that hide subforms are broken since January 1st

                                                                                            Hi For some reason, layout rules that hide subforms are broken now. It was all working fine forever, now the rules are useless, subforms are always shown no matter what. I have struggled with support for a few days, now they want a remote session instead