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I don't understand the point of rolling out new features so slowly after a big fanfare launch 8 months ago. I've signed up for 'early access' and also contacted my point of co...
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Answered
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters The Cross-module ...
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[6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will b...
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Last modified on 04/04/2023: Field of lookup is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello Al...
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Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order sub...
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  • announcement
  • 137 replies
  • last reply by
  • 10 days ago
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface....
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Last modified on 17/04/2023: Creating Workflow rules based on notes is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only...
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  • announcement
  • 15 replies
  • last reply by
  • 1 month ago
Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the ...
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Answered
Hi, I am new user to Zoho CRM, I plan to upload my customer information. But I already see sample data. How can is see a clean slate. I don't want to see any sample customer o...
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Answered
what is the best way for receiving heads up about new features in Zoho One and CRM specifically? I am particularly interested in being notified about early access features. re...
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  • question
  • 1 reply
  • last reply by
  • 3 months ago
Answered
Last modified on 18/04/2023: Global sets is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Learn more a...
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Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and U...
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Hello Everyone, ----------------------------------------Moderated on 4th April, 2023--------------------------------------------------- Moderation Update: The Notification SMS...
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Last modified on 06/04/2023: Record locking option in CRM is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon requ...
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------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all t...
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  • announcement
  • 92 replies
  • last reply by
  • 6 months ago
Last modified on 13/04/2023: Lookup filter is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of Marc...
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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. 20...
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Hello everyone! We are happy to present to you, some of the latest features introduced in Zoho CRM's in-built CPQ system. As you may already be aware, CPQ offers a bespoke quo...
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  • announcement
  • 3 replies
  • last reply by
  • 1 year ago
Early Access Interest form  Resources Help Documentation Feature availability  Currently supported for CRM accounts in US Data Centers Editions CRM Enterprise & Ultimate, CRMP...
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Hello, I have a lot of duplicates on my CRM and would like to remove them in a mass way, but didn't seem to find the de-duplicate button even if I have the super admin access....
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