Unlock More Power with Zoho CRM's Enhanced Saved Filter Limit
Dear Customers, We're happy to share some wonderful news for our valued users in the Enterprise and above editions of Zoho CRM. You must already be aware of the "saved filters" feature in Zoho CRM. Saved filters are custom search criteria that you can
Set workload limits in CRM with Assignment Threshold
Hello folks, You've witnessed the real-life struggles sales teams face when they're overloaded with tasks. These struggles usually involve: Account executives juggling multiple clients Sales managers struggling to allocate resources effectively Sales
Zoho CRM Community Digest - September 2023
Hello everyone! Ready for a quick September roundup? We've got all the exciting announcements and engaging discussions neatly packed in this digest. Let's dive in! Spotlight: Every year, we recognize the top community contributors by conferring the MVP
Zia enhancements: Owner suggestions during record creation, reports, and a checking tool
Hello folks! We have some updates with respect to Zia and record assignment. Quickly assigning a lead or a contact to the right sales rep is vital. In Zoho CRM, you can automate this using assignment rules. In assignment rules, you can let Zia decide
Emails from contact roles can be linked to a deal in CRM
Hello everyone, From today, organizations (where all users are using the latest email configuration) will be able to connect their users' email discussions with contact roles to corresponding deals, just like how email conversations with contacts are
In-person ZUG (Zoho User Group) meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community! We're excited to invite you for some lively Zoho discussions at our upcoming ZUG meetups to share and discuss all things Zoho. Our Zoho User Group (ZUG) meetups are designed to bring our community closer together,
Introducing Zoho CRM's all new email configuration
Last modified on Oct 9, 2023: We have initiated the process of migrating our customers from the existing email configuration to the new email configuration. If you would like to request migration and unlock access to the benefits outlined below, along
Zoho CRM Developer Series : Client Script
Hello Everyone! We are glad to announce that we have started the Zoho CRM Developer Series. This series aims to aid the developers explore the development capabilities of Zoho CRM and learn in-depth about each feature. These sessions will help developers
Zoho CRM Mobile app is now HIPAA compliant
Hello everyone, We are glad to inform you that the Zoho CRM mobile app is now HIPAA compliant. What is HIPAA? HIPAA also known as Health Insurance Portability and Accountability Act, is a law that is required to protect sensitive health information
New updates for hassle free error management in CRM wizards
Hello customers, We're thrilled to introduce some enhancements to our wizards, ensuring a smoother, more intuitive experience, focused mainly on helping you out resolving errors faced while creating wizards, and some added options. First a quick recall:
Lookup filter in Zoho CRM
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 March 24, 2023, it is rolled out for al Zoho CRM accounts. Find out more about Lookup
Improve your A/B testing with Zia suggestions
Dear customers, We're thrilled to announce a suite of enhancements to our webform A/B testing feature in Zoho CRM, brought to you by Zia, designed to make your testing process more intuitive, efficient, and results-driven. The enhancements will help the
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
Zoho CRM Blueprint 3.0 — What's in store for you!
Hello everyone, We hope all of you are doing well. We are excited to let you know that we have launched a set of useful enhancements in Blueprint. Here is a rather elaborate post on what those enhancements are and what to expect. Feel free to get back to us with any questions you may have. Summary of enhancements: SLAs now support automated actions apart from existing default email alerts. "Same-state looping" has been introduced. The During Transition settings now let you mandate Tags. Introducing
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
Chart your path to Zoho CRM success: Classroom training now open in multiple US cities
Greetings from the Training and Certification team! As you turn to a new page on your calendar, it's time to look ahead to new opportunities. We're excited to present another fantastic set of trainings to wrap up this year. Our fall courses promise to
Zoho User Group (ZUG) In-person meetups - APAC
Hello everyone! Our Zoho experts are visiting your city to meet you in person and help boost your organisation's productivity. Come and meet us in your own city or in your nearest city! Find our schedule below. Register for the meetup in your city now.
Email Credibility Dashboard: Track your account's email sending practices
Greetings Customers, We are rolling out an Email Credibility dashboard to help CRM administrators monitor the email sending practices of their organisation, and to help them implement domain authentication and email sending measures. Administrators can
Zoho CRM: Timezones and Users API
Hello Everyone! As you all know, we have the provision to set a user's time zone in Zoho CRM. Currently, we are displaying all the time zones (both new and old) that add up to roughly 700 time zones. For instance, we have both (GMT 5:30) India Standard Time (Asia/Calcutta) as well as (GMT 5:30) India Standard Time (Asia/Kolkata) on the list. We are trimming down the list of time zones to around 500 valid time zones. For instance, we will have only (GMT 5:30) India Standard Time (Asia/Kolkata) on
[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
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,
Canvas is now supported in sandboxes
Hello folks, A lot of us have grown to love the freshness that Canvas injects into our standard detail pages and list views. This freshness isn't just limited to looking prettier. By building an interface around users' work, Canvas goes a long way in
Zoho CRM Community Digest - August 2023
Hello everyone! August slipped away into a moment in time, so let's take a moment to catch up on all the interesting discussions and exciting announcements that unfolded in the Zoho CRM Community during this past month. We have a few product updates and
Introducing Global Sets for easy management of similar picklists in CRM
Hello folks, As administrators who implement and manage CRM solutions, you may have dealt with picklists that are present across multiple modules and have the same picklist values. For example, consider picklists with industries as picklist values. These
Introducing Customization in Unsubscribe page
Hello Customers, We're excited to announce a long-awaited enhancement to the unsubscribe link feature: the ability to customize the message on the standard unsubscribe landing page and success display message. Recognizing its value, we've introduced additional
New views to manage activities within a record
Dear customers, We hope you're well! Today, we're here with a useful update to the Activities related list. As you might be aware, parent records display related information from other modules as related lists. This helps you get a 360-degree view of
Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
Focus Group Webinar - Optimize business decisions with Zia in Zoho CRM (Part 2)
While Part - 1 revolved around the basic features of Zia in Zoho CRM, Part 2 aims to dive much deeper and discuss the advanced features that help optimize decision-making for your business. Zia's capabilities extend from finding the right time to make
Introducing customization in the Unsubscribe page
Dear Customers, We're excited to announce a long-awaited enhancement to the unsubscribe link feature: the ability to customize the message on the standard unsubscribe landing page and success display message. Recognizing its value, we've introduced additional
Subforms can now be marked as required
Dear All, Hope you are well! We are here with a heads-up about an important enhancement for Subforms. Let's go! Including a subform to a record layout is a great way to store supplementary information about the record. Be it the list of products purchased
Introducing Workflow for Facebook and Twitter
Hello everyone, We have recently introduced workflows for Facebook and Twitter. The feature will allow you to automate a comment, reaction, reply or like when you receive a comment or post from the customers. Consider a subscriber makes a post on your Facebook page complaining about an unsuccessful renewal. It needs immediate attention because the subscription is about to expire. You can set a workflow that automatically posts a comment stating that an agent will contact him within 24 hours. By
CRM Portal updates: Revised pricing and support for plugin modules
Hello folks, We have two changes with respect to portals in CRM. Revised pricing for portal user licenses The price of portal user licenses is now $5/user/month. This was the lowest price in the previous scheme, and now it'll be applied to all portal
Addition of free products , dynamic quantity update & more — What's New in CPQ | August 2023
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 quote management facility right inside Zoho CRM. You can set up product configurations
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,
Introducing Strategy Influencer for Forecasts in Zoho CRM
Hello all, We had earlier mentioned during the launch of our Strategy Influencer feature that we would be enhancing forecasts by integrating Strategy Influencer with it. We are glad to announce that this integration is now available in Zoho CRM. You can
Exciting enhancements to Motivator for Zoho CRM
Dear customers, Motivator for Zoho CRM is an innovative tool designed to boost your team's productivity by tracking critical business metrics and targets. We're thrilled to announce that we've made a series of enhancements to the tool to improve usability
Zoho User Group (ZUG) In-person meetups - India
Hello everyone! Our Zoho experts are visiting your city to meet you in person and help boost your organisation's productivity. Come and meet us in your own city or in your nearest city! Find our schedule below. Register for the meetup in your city now.
Kaizen's Triumphs: Celebrating the Journey of 100 Posts!
Hello Developers, We are happy to inform you that we are approaching the 100th post in the Kaizen series! In our constant quest to provide the Zoho CRM developer community with the best support, we came up with the Kaizen series in 2019. Over the past
Introducing profile-based home page sharing, multiple home pages and copy customization for dashboards in CRM
Greetings, We're happy to announce that we've added profile-based sharing as a home page customization option and increased the count of Home Page visibility for users. 1. Profile-based home page sharing Previously, users could share home page components
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.
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