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          • Announcements

          • Global Sets in CRM | Public Early Access 2023

            Hello all, We are thrilled to announce Global picklists, a much awaited feature for CRM Admins! This is available on a public early access mode, which means this feature will be enabled for you upon request. To submit your request for this feature, kindly
          • Enhancements in Canvas

            Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable
          • [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
          • Lookup filter in Zoho CRM | Public Early Access 2023

            Hello All, We're thrilled to talk about our much-awaited enhancement to lookup fields—Lookup filter. This is available on a public early access mode, which means this feature will be enabled for you upon request. To submit your request for this feature,
          • Field of Lookup in CRM | Public Early Access 2023

            Hello All, We're thrilled to talk about a much-awaited enhancement to lookup fields—now associate fields from the lookup modules. This is a functionality we had already provided for subforms and is now made available for the layout lookup fields as well.

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                                                                                              • Most Discussed Topics

                                                                                              • Common_Status field COQL query

                                                                                                Hi, What is correct way to query data by Common_Status filed? For example what is correct COQL expression for this criteria: "criteria":{ "group_operator":"AND", "group":[ { "comparator":"contains", "field":{ "api_name":"Common_Status", "id":"4233330000000002"
                                                                                              • Add Invoiced Products automatically to Products on Account

                                                                                                I'm struggling to set up a function which will be triggered when an invoice is created, to automatically add the invoiced items (products) to the Account the invoice belongs to. I'm currently trying to adapt the following code: relprod = zoho.crm.getRelatedRecords("Products","Deals",potid);
                                                                                              • Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023

                                                                                                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 Ultimate editions. We've opened this feature to select customers, and it'll be
                                                                                              • How to sum up values from two numeric fields?

                                                                                                Hello, I do have a formula field in Zoho CRM and I want to sum up two numeric fields there. I created a formula field and created the fomula like this: ${Invoices.Field Name 1}+${Invoices.Field Name 1} But that did not work. Or is it better to use a function
                                                                                              • Failed to execute function - Mismatch of data type expression. Expected List but found String Line Number:12

                                                                                                I've had the above error, for the following function. I have a customer module (Customer Onboarding) where I want to create a record for each row in a subform in the Deals module, this currently works, however I'm working in sandbox to change the subform.
                                                                                              • Sticky Posts

                                                                                              • Enhancements in Canvas

                                                                                                Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable
                                                                                              • [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
                                                                                              • Introducing Built-In Telephony in Zoho CRM

                                                                                                Dear All, Greetings! We are excited to introduce the bespoke "Built-In Telephony" in Zoho CRM. Built-in telephony is designed to allow organizations to build their own telephony framework, manage subscriptions and payments, generate call reports, and
                                                                                              • 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
                                                                                              • [Webinars] Enhancements in Zoho CRM Customization, Analytics, and Forecasts

                                                                                                Hi everyone, Recently, 10 brand-new features were added to Zoho CRM’s core functionalities spread across field customization and control and, analytics and forecasting. To help you all implement and make the most of them, we're scheduling two webinars