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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
                • 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
                • Introducing a new home page view and UI enhancements for Dashboards

                  Hello everyone,  In CRM, the home pages provide a quick view of the various happenings in a business with the help of dashboards. The home pages also help to organize one's and the team's day's work. There are three views in the home tab: Classic User's
                • Access Multiple CRM Accounts With Single Sign-on

                  Hello everyone, We are happy to announce that Zoho CRM now provides multi-organization support. What is multi-org support? In order to ease login and access to multiple Zoho CRM accounts, we came up with multi-org that allows users to use same email address
                • Now, color code meetings in Zoho CRM's Calendar, list and related views (Feature released globally)

                  Color coding comes in handy to organize your calendar in Zoho CRM. It makes it easier for multiple sales reps in an organization to keep track of what they have in store for their week, month, and business cycle. By helping differentiate between types

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                                                                              • Most Discussed Topics

                                                                              • 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
                                                                              • How to deploy sandbox edited code to production in zoho crm.

                                                                                Hi,  I have createdfunction in zoho sandbox and deployed to production. And after some day I get new requirements and edit my that function but I does not found the way to deploy edited function into production site in Zoho CRM. When I check in the production
                                                                              • Function for assigning a Contact to a Campaign once a Deal has been Won.

                                                                                Hello Zoho, I have found that I need to create a function to complete the process. I am struggling with sorting out the Deluge Function and script needed to assign a contact from a newly Won deal. I have setup a workflow rule in the CRM, have the Campaign
                                                                              • Fix Script: Update Layout all Leads

                                                                                I'm trying to update ALL leads that have a "Layout" value of "Standard" using this script to value of "Drivebys". My script executes properly but nothing happens to the records. Any idea why? I have already confirmed the view name is correct, the field
                                                                              • Sticky Posts

                                                                              • Introducing a new home page view and UI enhancements for Dashboards

                                                                                Hello everyone,  In CRM, the home pages provide a quick view of the various happenings in a business with the help of dashboards. The home pages also help to organize one's and the team's day's work. There are three views in the home tab: Classic User's
                                                                              • Community Digest - August 2021

                                                                                Announcements Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio Introducing new charts and additional metrics in Webform Analytics Execute automation and other processes during import Announcing Multiple Sandbox types and support
                                                                              • 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
                                                                              • [Early Access - Updated to LIVE] Introducing the Canvas Design Studio.

                                                                                Greetings Customers!   Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's
                                                                              • OAuth authorization enablement and Other enhancements in Webhooks

                                                                                Dear All, Greetings!! We are deprecating the use of Authtokens and the same has been intimated in the Authtoken deprecation announcement. Further to the notification, we had also mentioned about the impact it has on the existing webhooks and migrating