Deal lookup field is now available for Invoices module in CRM
Dear All, We are glad to introduce the Deal Name lookup field in the Invoices module. Thus far, the invoices module had lookup fields to associate records from accounts and contacts modules, by default. On the other hand, the Quotes and Sales Order
Community Digest - June 2022
Good day, ladies and gentlemen! Every month, Zoho publishes a community digest that summarizes all of the announcements and interesting discussions that occurred in the previous month. This digest highlights the announcements and discussions that took
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 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
New Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
Condition-based data sharing rules are now available in CRM
Dear All, We are excited to introduce a much awaited feature: condition-based data sharing rules. We'd love to explain more about this enhancement. Specify record conditions in data sharing rules Data sharing rules enable you to share all the CRM
Multi User Lookup field on the Zoho CRM iOS app.
Hello all! Hope you are all safe and sound. We have now brought in support for the Multi User Lookup field on the Zoho CRM mobile app. Below are the enhancements that are supported in this update: * Multi User Lookup field can be added through the
Map dependency functionality is now available in Sandbox
Dear All, We're excited to announce that we've extended the map dependency feature into Sandbox. Let's get into the details! In Zoho CRM, you can create dependencies either between two picklist fields, or between a picklist field and a multi-select
Include Finance Suite modules to Segment your records
Dear All, Greetings! We have a quick update on Segmentation in Zoho CRM. Let's go! As you might know, Segmentation is a process of categorizing your customer records based on common patterns and behaviors. And, RFM is one such way to categorize customers
New in Zoho CRM: Themes, Wide Screen & More
After the New UI Public Launch , we received a lot of feedback from you. Your feedback has given us helpful insights on what we can do to give you a better working experience with Zoho CRM. We took into account your opinion and the result, now you can customize your Zoho CRM account even more with a new set of options. Themes - Try different colors schemes for your account and see what suits best for you. Earlier, you could change your tab bar to either black or blue. This may or may not have matched
Focus Group Webinar - Integrating Zoho CRM and Zoho Analytics
In addition to the Focus Group webinar on revamped reports in Zoho CRM, we're discussing and demoing how we can setup an integration between CRM and Analytics, and leverage these advanced functionalities contextually with CRM data. In addition to more
Enhancements and changes for Zoho Campaign's integration with Zoho CRM
Dear All, Through its integration with Zoho CRM, Zoho Campaigns helps to nurture your leads and contacts through well-planned email campaigns by synchronizing leads and contacts between the two Zoho services. It offers various options to touch base with
Community Digest - May 2022
Announcements Checkout the enhancements made to the integration of Zoho Campaigns with Zoho CRM Introducing Direct Feedback on Zia's Recommendations to enable relevant recommendations Now, customize how you sort your picklists values in CRM Users of
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
Introducing Zia Similarity Recommendation
Dear All, Hope you are well! We are here with an interesting addition to the scope of Zia recommendations - Zia Similarity Recommendation. Let's go! Zia Similarity Recommender is a handy tool that compares your record with other records present in the
Enhancements for Motivator in Zoho CRM
Dear All, Motivator in Zoho CRM (previously known as Gamification) is a tool provided to motivate your team to achieve designated goals and reward them with points or badges as they accomplish different milestones. You can create your own KPIs (key
Meeting Cancellation feature on the Zoho CRM Android app
Hello all! Hope you are all safe and sound. We have all been in a situation where a meeting has been cancelled for numerous reasons. Let's be honest, cancelling a scheduled meeting is never an easy task and it requires a lot of formalities. However, it
Call Bar feature is now available in Zoho CRM
Dear All, We are here with an enhancement for our built-in telephony users. Upon setting up the built-in telephony, users get the Phone settings at the bottom of the screen — it helps them to set their availability status (online or offline), customize
Customize the sorting order of your picklist values
Dear All, Greetings, we hope you are well! We have a quick update on how picklists are sorted in Zoho CRM. Let's go! Adding a picklist field to a record layout, helps you choose and associate value(s) conveniently from a drop-down menu. These values can
Introducing Direct Feedback on Zia Recommendations
Dear All, Hope you are well! We have a quick update on Zia's Recommendation feature. Zia recommends suitable records, products, or services to help you cross-sell, seamlessly. Now, to assess if these recommendations are helpful to individual users or
Community Digest - April 2022
Announcements CRM’s advanced filter options make it simple to fine-tune your lookup records Custom Buttons in Zoho CRM have been updated to collect users’ locations Introducing Admin Tools, an interface for configuration management Introducing built-in
ZUG in-person meetups - set up CRM automations for your customer journey
Hello everyone, We're excited to announce that we are resuming in-person meetups for our Zoho User Groups! These meetups give us a space to watch our customers network and learn as a group , as we discuss salient CRM features and best practices to use
Tags are now available in Sandbox
Dear All, Greetings! We are glad to announce that tags are now supported in Sandbox. Here on for each module in sandbox, you can create new tags, manage existing tags, and ascribe tags automatically to records using workflow rules or blueprint, thus allowing
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
What is New in CRM Functions?
What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days. Phase 2 Support to write the function code in Java, Python, and NodeJS. ETA: Rolled out in a phased manner. Updated Built-in Script Editor The built-in script editor has now undergone a major upgrade. Here are the old and new screenshots of the
Individual Records can now be shared with Roles and Groups
Dear All, Greetings!! We have a quick update about our record sharing capabilities in Zoho CRM. Let's go! As you must be aware, an individual record can be shared with up to 10 users via private sharing or with all users in the organization via public
Associate subforms and save templates as draft in Email and Inventory templates
Hello everyone, We are here with one of the most awaited updates in the Templates! Associate subform data to templates Fields from a Subform can be added to email and inventory templates in a tabular manner. Each subform will be displayed as an individual
Update to CRM Custom Buttons: Collect Users' Location
Hello everyone! Buttons in Zoho CRM allow you to extend the default CRM capabilities for your bespoke business needs. It provides the flexibility to connect to any third-party application to perform necessary actions. Wouldn't it be better, if those buttons
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
Focus Group webinar - Integrating Zoho CRM and Zoho Projects
Continuing our bi-monthly Zoho CRM integration series, by popular demand, we're about to discuss integrating your Zoho CRM system with Zoho Projects. We're going to discuss how to make these systems work hand-in-hand to collaborate efficiently with your
Community Digest - March 2022
Announcements Zoho CRM's design garage, Canvas gets a few new enhancements, including reusable components and style presets. Now, import subforms conveniently in Zoho CRM. Introducing the Wizard functionality in Sandboxes Zia notifications through different
Focus Group webinar - New Sales Forecasting in Zoho CRM
Hi there, Setting targets is unarguably a vital part of any sales process. But how often do we track or measure it? More to the point, how often do we know what sort of outcome to expect? Zoho CRM enables an array of data collection from multiple pipelines,
The "Events" module has been renamed as "Meetings"
Hello everyone, We have renamed "Events" under the Activities module to "Meetings" because in CRM events are predominantly used to conduct meetings for different sales activities. Overtime, the term "events" has been often misinterpreted as business gatherings like user conferences or hackathons, therefore, to avoid confusion "events" will be displayed as "meetings" under the Activities module. PS: There will be no change in the functionality of the feature. Important Dates Existing accounts: The
UI enhancements for mass actions
Dear All, We've introduced UI enhancements for mass transfer, delete, update, convert, email, draft, and duplication actions. Here are the details of changes that are currently available- Mass update, transfer, delete, convert, and draft UI enhancements
Anomaly Component Notifications Limits has been increased
Dear All, Greetings! An anomaly detector is a type of dashboard component that helps you to keep track of unusual behavior observed in a module. Based on your requirements, you can create a custom anomaly detector and choose to receive Zia notifications
Introducing VoxPro, Tellephant, Magento, and 7 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 16 more extensions for Zoho CRM in the month of January 2022. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help
Introducing Admin Tools — An Interface for Configuration Management
We are thrilled to introduce to you, Admin Tools, a new feature in Zoho CRM, that is designed to simplify CRM administration, especially when you have a myriad configurations in your account. CRM Administration is a challenging ride that primarily involves
Import subform entries conveniently in CRM
Dear All, Subforms have always been crucial for associating additional data with CRM records. You can easily associate line items with parent records and keep track of various details related to your records. We're pleased to announce that we've introduced
CRM - Integration Tasks will Consume API Credits [2]
Hello everyone! As you all know, we meter the API calls based on the credits available for your edition of CRM. We planned to include the integration tasks (which are nothing but the wrappers for CRM APIs) under the API Credits. Here is the related post.
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
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