UI Enhancements in list view for Zoho CRM
Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,
[Early Access] Voice of the Customer (VoC) for Zoho CRM
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. 2023 is definitely the best time to be a customer with rapid innovations and advancements
Are SPAM records troubling you? Include reCAPTCHA in your webforms
What is a reCAPTCHA? reCAPTCHA is a test to identify whether a visitor on a webpage is a human or a bot. Adding reCAPTCHA to your webform prevents fraudulent submissions from bots and spam services. There are various types of reCAPTCHAs provided by Google, but Zoho CRM supports only reCAPTCHA V2 - "I am not a robot" checkbox. Learn more about Google's reCAPTCHA. Adding reCAPTCHA to your webforms Before adding recaptcha to a webform, the webpage must be registered with Google reCAPTCHA. Upon registration,
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
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
Wizard support extended for portals
Dear All, We're here with an exciting enhancement to help make record entries easier for your portal users: portals will now support wizards! Portals, as most of you know, help you extend your CRM access to external users like contacts, customers, clients,
File upload support for subforms
Dear All, Subforms help you add and track data related to your CRM records. We've always supported most of the commonly used field types in subforms, so as to cater to your business requirements. Now we're happy to extend support to file upload fields.
Changes in lookup field column headers
Hello everyone, This post serves to inform you about a minor change we've made to data backup files, wherein we've modified lookup field column headers for consistency. Previously, these headers were formulated to end with "space Id", whereas they're
Zoho User Group in-person meetups - learn and discuss Zoho at a meetup in a city near you!
A big HELLO to the everyone in the Zoho Community! Another great year, another set of new challenges and another set of vibrant goals are ahead of us. We're starting the year off with the ZUG meetups for 2023 spread out globally. We're back again with
New addition to Zia for Emails: Subject line suggestion
Dear All, We've added yet another robust feature to the list of Zia's email intelligence abilities: subject line suggestions. The first line of text your recipient reads when you send an email is its subject line. Since this is the very first impression
Stage component in Zoho CRM | Public Early Access 2023
Hello All, We hope you're well! We are thrilled to introduce you to Stage component in Zoho CRM. This is a public early access feature and is available to customers upon request. Please submit your request for early access by filling this form. Analytics
Zoho CRM + Zoho WorkDrive: the first step
Find all the files you need instantly, streamline your sales process, and close deals faster! With the Zoho CRM and WorkDrive integration, your sales team will now have access to the newest files, constantly updated in real-time. WorkDrive acts as the central content repository for your team, making all critical sales material and other documents available in a single place. This means better communication, effective collaboration, and overall, a great customer experience. Streamline your workflow
Introducing Zia Strategy Influencer for Zoho CRM | Public Early Access 2023
Hello everyone, We are glad to launch Zia Strategy Influencer, an AI-derived strategy prediction analytics in Zoho CRM, for administrators, which provides prescriptive and descriptive insights on your organization's business trends and patterns. Using
Custom forecast categories in CRM | Public Early Access 2023
Hello everyone, We're here with an exciting enhancement for forecast categories— now add up to two additional custom categories for your open deals. This is a feature on public early access mode, which means this will be enabled in your account, upon
Zoho CRM for QuickBooks
Hello! We are happy to announce the integration of QuickBooks with Zoho CRM. Zoho CRM for QuickBooks helps you maintain complete and up-to-date customer information in both Zoho CRM and QuickBooks. Here are some of the key features of this integration: Transfer data (contacts, quotes, products, vendors, sales orders, and invoices) between Zoho CRM and QuickBooks Import all the data from QuickBooks to Zoho CRM Export all or selected records from Zoho CRM to QuickBooks Synchronize contact and vendor
New Actions in Workflow rules - Schedule a Call & Add Meeting
Dear All, Greetings! We've come up with some exciting updates to actions in Workflow rules. As you might know, Workflow rules help you to automate your follow-up processes without any manual intervention. Presently, to orchestrate sales cadence,
[Early Access] — Presenting a new and improved email parser in Zoho CRM!
====EDIT============================== Latest update: As on 20th Feb, 2023 Old Email Parser will reach end-of-life on June 1, 2023. After EOL, old email parser will not be available in your CRM account. In the spirit of preparing for this deprecation,
Enhancements to Zia for Emails: Custom intents
Dear All, We're excited to tell you about our latest enhancements to Zia for Emails: custom email intents. You can now customize your own email intent categories according to your business needs. Email is a major mode of communication for any business
Introducing the all-new email parser!
Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,
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
Focus Group webinars - Emails in Zoho CRM
Emails in Zoho CRM always go hand-in-hand with sales processes. From sending basic emails to a lead, to setting up entire mass email campaigns through Zoho CRM's integration with Campaigns, you can do it from a single space rather than having to switch
"Puvi" is here for Zoho CRM
Dear All, We hope you're doing well! We're here with an exciting UI enhancement to Zoho CRM's typography. Let's dive right in! Puvi is a homegrown font type developed by Zoho a couple of years ago. "Puvi" (புவி) is a word from an Indian language—Tamil—that
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
Reports can now be filtered using dynamic criteria values
Dear All, Greetings! We are here with a quick and a useful update to the new reports feature in Zoho CRM. As you may know, the new reports feature lets you create different types of reports in just a few clicks. Just select the parent module, choose the
Introducing the Zoho CRM Lead Magnet plugin for Wordpress
In this digital era, websites are the most important source of leads. That means your CRM system should be well integrated with your website to contextually capture each and every visitor to turn them into a lead. Introducing the Zoho CRM Lead Magnet plugin for WordPress. The plugin lets you to: Create webforms using Zoho CRM forms/ Contact form 7 plugin Embed them in your website hosted using Wordpress Automatically capture leads into Zoho CRM with zero attenuation. Not only is the integration
Changes in the new UI of the record details page
Hello everyone, We released a new UI for the record details page early last month (March 11th, 2020) and are happy with the overwhelming response. A big thanks to everyone for your valuable feedback and suggestions. Based on those suggestions, we have introduced the following changes: The width of the Notes section has been increased. The width of the Description column in the Related List has been increased. Introduced appropriate colors to represent the closed won or closed lost deals. The
[Early Access] Circuits in Zoho CRM- Orchestrate Functions in Zoho CRM
Early Access Interest form Resources Help Documentation Feature availability Currently supported for CRM accounts in US Data Centers Editions CRM Enterprise & Ultimate, CRMPlus, Zoho One Default credits added 15,000/Month - Enterprise | 20,000/Month
Tip:10 - Zoho CRM mobile app localization - Language settings
Language plays an effective tool for communicating ideas and opinions. When it comes to interaction, our native language always holds a special position. What better way to put our thoughts and ideas across, than using our native language. Considering
[Update - June 2, 2021] Integration Tasks will Consume API Credits
Hi everyone! Here are a few updates to this post. Based on the feedback from the customers and partners, we have decided to postpone the inclusion of the integration tasks in API credits to August 31, 2021. We have started working on the below tool support:
Introducing Zia's "best time to contact" analytics
Dear All, We hope you're well! Zia's "best time to contact" is a correspondence-based AI suggestion that help your reps contact your prospects and customers at the right time. It does so by observing the data and the behavior of users in Zoho CRM. Adopting
Scores are now available as a record fields
Hello everyone, Greetings! We're here with a minor enhancement announcement about multiple scoring rules (MSR) in Zoho CRM. Since MSR was introduced last year, you've been able to score records in multiple layouts at once in the Leads, Accounts, Contacts,
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
Enhancements to Motivator: Hierarchy-based targets, dashboard reordering, and more
Dear All, Hope you had a great start to this new year! Motivator is a great tool for motivating your team to achieve target goals and rewarding them with points or badges as they reach different milestones. You can define your own KPIs, set sales targets,
Introducing Zia Presentation in Zoho CRM
----------------------------------------Moderated on 10th Jan, 2023------------------------------------------ New availability update: The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user
The "Reason for loss" field in the Deals module is now a picklist field
Dear All, We hope you're well! We are pleased to announce that we have updated the "Reason for loss" field as a system-defined picklist field. Currently in Zoho CRM, when a deal is lost, the reason for the loss is collected as a descriptive form and
Introducing color coding feature of picklist fields in Meetings
Dear All, Greetings! As part of the ongoing UI enhancement, we are excited to introduce color coding of picklist fields in Meetings. 'Meetings' is a great way to collaborate with peers and stay productive. You can block the calendar, invite participants,
Enhancements in user field and reporting hierarchy
Dear All, Hope you are well! We have interesting updates like regulating record accessibility for user(s) who got record access via user fields and implementing the usability of "reporting to" field in multiple places in CRM. Let's get started! Regulate
Coming Soon: CX Workshops - 2023 across USA and Canada
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've
CRM: Associate emails with a record in Outlook
We have introduced an option to Associate Emails of Leads or Contacts with their records in CRM using the Microsoft Outlook Plug-in. When an email is received, an option called "Associate Email" will be displayed in the Outlook account. By clicking on it you can associate the email with the record that will be displayed in the related list in CRM. An email can be associated with only one record at a time. However, a record can have multiple emails associated with it: from the same or different email
Parallel Transitions, Widgets Support and more! A heads up on upcoming Blueprint Enhancements
Hello everyone, We would like to offer you a heads up on a set of useful updates that will be rolled out shortly in Zoho CRM's Blueprint. The updates are: a) Introducing Parallel Transitions b) Enhancements in During transition. Widgets support. Multi
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