Zoho CRM Community Digest - July 2023
Hello everyone! Check out the latest updates and interesting conversations that unfolded throughout the entire month of June. Zoho CRM Product Updates : Zoho CRM's Canvas Builder now offers enhanced customization options like tab orientations, builder
Zoho User Group (ZUG) in-person Meetups - Cape Town and Johannesburg
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho meetups. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to connect with the Zoho community,
Introducing Zia's integration with OpenAI for Zoho CRM
The integration was earlier available only in the US DC. It has now been extended to the EU, IN, and AU DCs. Hello all, We are delighted to announce the release of Zia's integration with OpenAI for Zoho CRM. This integration incorporates the power of
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
Revamped forecasting in Zoho CRM
Forecasting is an important part of a business's strategy to help set meaningful targets, optimize their sales strategies to help users achieve said target and drive revenue for the business. With this in mind, we've brought a number of different enhancements
Exciting enhancements for the Canvas Builder!
Hello Users! We're excited to announce the latest enhancements to Zoho CRM's Canvas Builder, taking your customization experience to new heights. Discover the following feature upgrades and improvements, designed to empower you with even more flexibility
[Webinars] On Zoho CRM's CPQ, Blueprint, and CommandCenter
From automating business processes in terms of manual actions and directing a flow to capture the right information, to enabling accurate and relevant pricing for business offerings, Zoho CRM hosts some powerful tools, namely CPQ, Blueprint, and CommandCenter.
Improvements to finding and merging duplicate records in CRM
Hello folks, Here's a quick update about managing duplicate records in Zoho CRM. Removing duplicate records is often the difference between a clean and organized CRM and one that's a drag on your users' everyday work. In Zoho CRM, you can proactively
Translation support expanded for Modules, Subforms and Related Lists
Hello Everyone! The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended
Update required for MS Outlook and Office 365 email integrations
[This announcement is for Zoho CRM users that rely on Microsoft's password-based Basic Authentication method for their active MS Outlook and/or Office 365 email integrations. If you use a different email provider or have already switched to OAuth-based
Zoho CRM Community Digest - June 2023
Hello Everyone! In this post, you'll find the latest announcements and interesting discussions that happened throughout the month of June. Keep reading to explore what June had in store for us! Zoho CRM product updates: Zoho CRM's Voice of the Customer
More controls for User Fields in CRM
Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certain
Two new enhancements in Zoho CRM: Introducing new criteria for user fields and displaying group information in users page
Announcement moderated on 14th June, 2023. Dear All, These enhancements are opened for all users in all DCs. ------------------------------------------------------------------------------------- Dear All, Hope you're well! We are here with two useful
Introducing the Voice Recording field in the calls module
Last modified on July 11, 2023: Voice recording fields will have the record-playing component only if your telephony vendor supports call recording as a part of the integration with Zoho CRM. For cases where they don't, the field will be empty and locked.
Smarter data gathering with Query component in Wizards
Dear All, Introducing the Query Component in Wizards for CRM! A smart search field that saves you time and effort, and helps you manage and gather data more efficiently than ever before. Long and complex record entries can be overwhelming and prone to
Blueprint now supports Portal users
Dear All, We have an exciting announcement for blueprints; you can now add portal users as owners of blueprint transitions. Portals in CRM allow you to expand your CRM reach to external parties to access modules, web tabs, and perform permitted actions
Zoho CRM's V5 APIs
Hello everyone! We hope you all are doing great! We are thrilled to announce the release of Zoho CRM's V5 APIs! While V4 offered some exciting APIs and enhancements, V5 is also packed with some great features and enhancements. Read on for a brief of the
Focus Group Webinars - Q2:2023
Hey y'all, Thank you for response and interactions to the FGs in the previous quarter. That being said, we're happy and thrilled to announce our next set of Focus Groups for the second quarter of 2023 (May - June). With every Focus Group we aim to tackle
Announcing product bundle training for partners: BI apps
Hello partners! We're excited to convey that the launch of the first product bundle training on Sales apps was quite successful, spanning across regions. We extend our sincere thanks to all of our partners. The bundle training series will continue, and
Introducing an additional placement for Custom Buttons (List View - Utility menu)
Hello everyone, We will introduce an additional placement for the custom buttons called the utility menu aside from the following locations: Create/Clone Edit View page List View - Button for each record List view page Related List The new location called the List view - Utility Menu allows you to access the button from the module's list view. The button will be placed in the top panel before the More icon in the list view. This option will be available for everyone by the end of this week.
Privacy and security settings on Zoho CRM mobile app (iOS and Android)
Privacy! A much scrutinized topic when it comes to handling customer information. Safeguarding personal information is a foremost agenda and we at Zoho, strongly believe that user's data should not be compromised at any cost and infuse the same in our
Announcement: Unused formula fields are no longer computed
Dear All, We hope you're well! We are here with a quick announcement about formula fields. Previous behavior: If you remove an active formula field from your layout, it will be moved under the unused fields tray. Although, you cannot see the removed formula
[Webinar] Win with Analytics: Overcoming 5 critical sales challenges
According to a Harvard Business Review study, companies that excel in sales pipeline management witness a remarkable 28% increase in revenue growth. To clock such accelerated growth rates, sales teams must adopt a comprehensive approach that enables them
Select all records in a custom view at one go!
You can now select all records that belong to a custom list view in one shot. As part of your sales follow-up activities, you may have to often apply certain bulk actions to all records in a custom list view. But up until this point, this was not possible. You had to navigate to every page and select all the records until you reach the last page. This could be understandably tiring and time-consuming. We are pleased to announce that you will not have this difficulty anymore. Zoho CRM now allows you
Adding calls as a channel in Voice of the Customer
Dear All, We hope you're well! It's been almost a year since we opened Zoho CRM's Voice of the Customer solution up for early access. We are grateful for the reception and support you have been showing us with regards to its adoption and feedback. Since
Zoho User Group (ZUG) In-person Meetups - APAC region
Hello everyone! We are thrilled to announce that the registrations are now open for the APAC Meetups taking place from June to July 2023. During these meetups, we will provide a comprehensive overview of Zoho People, delve into the various components
Execute automation and other processes during import
Hello everyone, We have now introduced the option to execute automation and process management actions on records right when they are been imported to your CRM account. Yes, until now records were not allowed to undergo any automation when they are imported,
Introducing Zia Scores in Zoho CRM
Hello everyone, We have a new feature update for you all! :) Introducing Zia Scoring, another valuable addition to Zia's prediction abilities. Scoring and segmenting customers based on their demography, age, gender, preferences among others will help
Zoho CRM Community Digest - May 2023
Hello everyone! Welcome to this month's digest! We are excited to present a curated collection of interesting and noteworthy discussions from the Zoho CRM forum. In this post, you'll find the latest announcements and event updates shared throughout the
Announcing product bundle training for partners
Hello partners! We thank you for your participation in our product bundle training survey. We are delighted to share that we had an overwhelming response to the survey, and we extend our sincere thanks to all our partners. We treasure your contributions
Enhancements in user management: Listing and managing subordinates
Last modified on 14/06/2023: The enhancement for listing and managing subordinates is now available for all Zoho CRM users in all DCs. Dear All, We are thrilled to introduce you to an enhanced user management flow in Zoho CRM which involves listing and
Zoho User Group (ZUG) in-person Meetups - Canada
Hello everyone! We are delighted to announce that registrations are now open for the US Meetups taking place in May. Join us for an engaging day of discussions and networking on all things Zoho. During these two meetups, we will explore how CRM modules
[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:
Customer Experience Workshops are coming to Europe
Hey everyone, After an overwhelming response for our Customer Experience Workshops in the USA and Canada that was concluded in February, we are back again and now, we are coming to EUROPE for the very first time! What can you expect in the workshop? This
Zoho CRM Community Digest - April 2023
Hello everyone! We have opened our registrations for the Zoho User Group (ZUG) Q2 meetups happening this May 2023. Don't forget to check out the ZUG Meetups section for more details. Now, let's explore what awaits you in this month's digest. Announcements:
Zoho User Group (ZUG) in-person Meetups - ANZ region
Hello everyone! We are thrilled to announce that the registrations are now open for the ANZ Meetups taking place in June 2023. Join us for an engaging day of discussions and networking. During this Meetup, we will discuss two main topics. The first topic
Focus Group Webinar: Zoho CRM Mobile App - A Walkthrough.
Hello everyone! Imagine how efficiently you could operate your business when you can access and manage customer information, initiate conversations via multiple channels and track them in CRM, while staying updated on important metrics in your CRM on
Zoho User Group (ZUG) in-person Meetups - US region
Hello everyone! We are delighted to announce that registrations are now open for the US Meetups taking place in May. Join us for an engaging day of discussions and networking on all things Zoho. During these two meetups, we will explore how CRM modules
Enhancements related to emails
Dear All, We hope you're well! We talked about the new email configuration in our previous announcement. In line with that, we're here with a few enhancements related to emails in Zoho CRM to improve how users view their emails and attachments from within
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
Next Page