Zoho User Group (ZUG) in-person Meetups - MEA region
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening from May to June, 2023. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity
Zoho CRM with Sap Business One
I need information about integration CRM with Sap BO, thank.
Zoho CRM Community Digest - March 2023
Hello Everyone! Here is a roundup of all the important discussions from the Zoho CRM Community. The highlights from this month include a few exciting announcements and many features currently in early access. Keep reading! Announcements: Zoho CRM has
Focus Group Webinars - Q1 - 2023
Zoho CRM can be allied with other Zoho products to operate business processes and achieve several functionalities efficiently. Generally, all of these integrations can help scale business activities and also save a lot of time. For this Quarter (Q1: 2023
Zoho CRM Community Digest -Feb 2023
Hello everyone! We have some exciting news to share with you! Zoho CRM has been upgraded with new features and improved capabilities to help you better manage your customer relationships. Checkout the Early Access section for more information on these
Community Digest - January 2023
Good day, People! Make room for the January 2023 Digest. Here is a round-up of all the discussions and announcements that took place in the previous month as we begin this new year. Announcements: Have you seen Zoho CRM's user interface updated with Puvi
Tip #44: Organizing your Notes in Zoho CRM
Hello folks, It's time for this week's tip and today, let's look at how you can organize your notes for records in Zoho CRM based on your preferences. Notes form an integral part of records and play a vital role in your Zoho CRM usage. You can keep track of the status of your individual records using notes. One quick glance at the notes, and anyone who wants to collaborate and work on the record along with you or after you, can easily know the status. However, each person may prefer to read them
Tip #31: Reorder items on a Blueprint Transition popup window.
Hey everyone! As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to look at a very quick and easy tip around Blueprint today. As you may already know, a Blueprint helps you build and streamline a business process in Zoho CRM. Take a look at this Help document to learn the scope of a Blueprint and how to create one. Let's dive right into the tip now. When you configure the During Transition settings, you can mandate and validate fields. You can also enter instructions
Community Digest - December 2022
Hello there, folks! Here's the last piece of the pie. With this December digest, our digest series of 2022 is complete! Take a look. Announcements: New enhancements in Zia: You can now organize, measure, and scale your business activities with the help
CRM Hack #3: How to update formula functions for already created records.
Hello everyone! It’s Wednesday and we are back with yet another hack.. I'm sure you've used formula fields to meet some requirements specific to your business. Let's consider an example each for external (customer-facing) and internal facing scenarios
Simplifying global interactions with cross-cultural services | Small Business Heroes E13
This episode of Small Business Heroes, a CustomersSpeak series, features an interview with Hatim Shetiah, Director at 7C Lingo. 7C Lingo started when the founder, Fathy Shetiah, took on a project of translating MEAP test in Michigan. Eventually, they
Zoho User Group (ZUG) in-person Meetups - Canada
Hello everyone, We're delighted to announce that we've opened up registrations for ZUG Meetups across Canada for December 2022. We've some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancements
How to become a Mayor of the Podcast Town! - Small Business Heroes E12
The latest episode of Small Business Heroes, a CustomersSpeak series, features an interview with Elzie Flenard: Mayor at The Podcast Town. Elzie left his 9-to-5 job to pursue his passion in entrepreneurship. To learn more about running a business, he
Community Digest - November 2022
Hello there! This November, we started our Kaizen series, again. Kaizen? Let me explain: "Kaizen" is Japanese for "constant improvement." A Learning Series made for those who want to improve their developer skills by working on the frequently asked questions,
Zoho CRM email parser - can you upsert records?
Hi, Can the parser upsert records or only create new records? Thank you
Community Digest - October 2022
Hello, Everybody! We have seen a lot of conversations here on the forums where users go above and beyond to help others, a hallmark of a thriving community. Don't they deserve a token of appreciation? We'd like to honor those who take that extra step,
Zoho User Group (ZUG) in-person Meetups - UK
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups across the UK for November 2022. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancements
Tip #49: Associating Emails with Deals
Hello folks, Do you have multiple deals associated to your contacts in Zoho CRM? Are you struggling to find deal specific emails, with all the emails associated with a contact listed together? If yes, then this tip is totally for you! You can associate emails with individual deals, rather than having them all listed under a contact. This helps you to access your deal based conversations more quickly and avoid looking through all your emails, searching for keywords and subject lines. In Zoho CRM,
Zoho User Group (ZUG) in-person Meetups
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, September - November 2022. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancements
Is there a notification feature for notes
Hi, I just want to know if there is a notification feature for notes in Zoho CRM. Whenever any user adds or updates notes, admin should get mail notification alert with notes content Regards Ram
Community Digest - September 2022
Announcements: You can now analyze the tone of an email in great detail! Introducing Zia Email Emotion Analysis and Zia's Consecutive Negative Sentiment Alerts. Check the post to learn more about the enhancements made to Zia's Email Intelligence. Meetups:
Where is the "Record ID" for inclusion in Reports?
I'm creating an Account report, but nowhere in the list of available fields do I see a reference to the unique record ID. Where is this field and how can I include it in the report?
Community Digest - August 2022
Hello, Folks! This month's digest features a brand new space! Checkout Dev's Corner that highlights intriguing subjects based on developer-centric posts. Announcements > We are glad to announce that we have enhanced our Subform support by adding user
Community Digest - July 2022
Hello, folks! We're back with another digest post! This digest highlights the announcements and discussions that occurred in the Zoho CRM forums in July. Get ahead and discover what you've been missing! Announcements We are excited to share with you that
Data Dump
Hi there, So I have a lot of variable data (Currency values) that needs to be mass uploaded from a spreadsheet and updated across all custom modules and fields regularly (4 times a year). The data is mapped/ defined by means of a contract number already
Connect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areas
Zoho User Group (ZUG) in-person Meetups
Hello Zoho Community, We're pleased to announce the next leg of Zoho User Group in-person meetups. We're thankful for your overwhelming response to the meetups last quarter. Our teams had a blast meeting you all in person and finally being able to catch
My Zoho Story #15 Ben Wagner's extensive & strategic guide to run a real estate business with Zoho
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Ben Wagner is the Real Estate Investor for Leavethekey. Listen to his story about
Email Address Field
Hi, I am new to all this as sorting out a few errors within my new companies CRM. I have come across something within our CRM and am struggling to fix it. The Email Address field is in the layout customisation tab, however when creating a new client/
ZUG Virtual Meetups - February and March 2022
Hello everyone, We have opened up registrations for the Virtual ZUG Meetups for February - March 2022. Last month, we had a great discussion with our Zoho User Groups. For the next one, we'll be discussing Subforms in Zoho CRM and integration of Zoho
Focus Group webinar - Revamped reports in Zoho CRM
Any sales-based organization invests heavily in sales, which obviously translates to better revenue and overall growth. But how do we track how deals progress, or estimate how they will progress, or even how they performed? Blindly investing resources
Add button/link to schedule Follow-up Call after Call Completed
Task have this option already. Complete a Task and immediately, the user sees a link to create another follow-up Task. I recommend a similar feature be offered for Calls.
Community Digest - June 2022
Good day, ladies and gentlemen! Every month, Zoho publishes a community digest that summarizes all of the announcements and interesting discussions that occurred in the previous month. This digest highlights the announcements and discussions that took
Community Digest - May 2022
Announcements Checkout the enhancements made to the integration of Zoho Campaigns with Zoho CRM Introducing Direct Feedback on Zia's Recommendations to enable relevant recommendations Now, customize how you sort your picklists values in CRM Users of
The role of a CRM admin and beyond | Small Business Heroes E10
The tenth episode of Small Business Heroes, a CustomersSpeak series, features an interview with Troy Titus: a CRM administrator at Scale-Tec. Troy began his career by managing church activities and then moved on to gain real estate expertise by building
Setting up scheduled actions in Zoho CRM | Meetup Snippets E08
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The eighth snippet in this series taken from Dallas ZUG meetup in January 2022, features Shanique Young, walking us through a simple workflow automation
Tip #8: Merge Duplicate Records
Hello everyone, We hope that you are finding our CRM Tips and Tricks useful. Let us know if you are looking for tips on specific topics by commenting below. This week, we are back again with another tip on the clean CRM series. Tip #8: Merge Duplicate Records Maintain a style sheet for a clean CRM database - ✓ Create Unique fields to avoid duplicate records - ✓ Going by our earlier tips, you are now aware of the proactive ways in which you can avoid duplicate records in Zoho CRM. In spite of following
Community Digest - April 2022
Announcements CRM’s advanced filter options make it simple to fine-tune your lookup records Custom Buttons in Zoho CRM have been updated to collect users’ locations Introducing Admin Tools, an interface for configuration management Introducing built-in
ZUG in-person meetups - set up CRM automations for your customer journey
Hello everyone, We're excited to announce that we are resuming in-person meetups for our Zoho User Groups! These meetups give us a space to watch our customers network and learn as a group , as we discuss salient CRM features and best practices to use
Community Digest - March 2022
Announcements Zoho CRM's design garage, Canvas gets a few new enhancements, including reusable components and style presets. Now, import subforms conveniently in Zoho CRM. Introducing the Wizard functionality in Sandboxes Zia notifications through different
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