Enhancement for layout rules
Dear All, We've introduced a minor change related to layout rules: mandatory fields to be checked for APIs. Using layout rules, you can configure conditions and define actions to be taken, like showing fields, showing sections, showing subforms, andIntroducing Multiple Sandbox Types and Support for Module's Data Population
Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone, Sandbox in CRM is a testing environment for users to create and test new configurations like workflowRevamped 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 enhancementsTrack 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 criticalNew 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,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. MultiFocus 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 switchZoho User Group (ZUG) in-person Meetups - Canada
Hello everyone, We're delighted to announce that we've opened up registrations for ZUG Meetups across Canada for December 2022. We've some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancementsCommunity Digest - October 2022
Hello, Everybody! We have seen a lot of conversations here on the forums where users go above and beyond to help others, a hallmark of a thriving community. Don't they deserve a token of appreciation? We'd like to honor those who take that extra step,Email templates in CRM are now responsive on desktop and mobile devices
Dear All, We're thrilled to announce that the email templates in Zoho CRM now follow responsive design for both desktop and mobile. Responsive design refers to a method in which pages are designed to render well on all devices, whether it's your desktop,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 andIntroducing Color Coding of Picklist Values
Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.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,Zoho CRM gets a new email compose and lot more
Dear Customers, [UPDATE October 21, 2021: We have started opening these features to some of the customers already. And, it will be available to all the customers before November 2nd Week, 2021. Sorry for the delay caused] [UPDATE February 21, 2022:Zoho CRM Blueprint now lets you automatically convert records, update user fields and more.
Hello everyone, We are happy to introduce to you, a set of new enhancements in Blueprint. These are minor pointers, yet they could mean a lot to users given different scenarios. 1. The character length of the Transition Name has been increased from 21Zoho User Group (ZUG) in-person Meetups - UK
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups across the UK for November 2022. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancementsZoho CRM's V2.1 APIs!
Hello everyone! We are happy to announce the release of Zoho CRM's V2.1 APIs! Yes, that's right! While V2 is still widely used and stable, the new version includes a lot of most-requested and interesting updates. Read on to know more! Note This is justIntroducing routine messages in AskZia
Dear All, Greetings! AskZia is our conversational chatbot designed to provide on-demand responses to your queries. You can prompt Zia with different messages like "leads created today" or "list of deals that closed won this quarter", or even ask for guidanceTranslation 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 extendedZoho User Group (ZUG) in-person Meetups - MEA region
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, October - November 2022. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancementsNew enhancements: Changing portal users' email addresses and new customization options for templates
Dear All, Portals have enabled organizations to extend access to various CRM modules to their customers, vendors, partners, and end users, per their business requirements. When a portal is created, an invitation email is sent to portal users with a linkCelebrating our Zoho Community SuperBuds!
The SuperBud Program recognizes the efforts Zoho users put in to help the rest of the community thrive and grow in their individual Zoho journeys. Be it the ZUG meetups or these forums, several Zoho users including our MVPs and ZUG leaders, have steppedZoho User Group (ZUG) in-person Meetups
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, September - November 2022. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancementsZoho 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. IntroducingCommunity Digest - September 2022
Announcements: You can now analyze the tone of an email in great detail! Introducing Zia Email Emotion Analysis and Zia's Consecutive Negative Sentiment Alerts. Check the post to learn more about the enhancements made to Zia's Email Intelligence. Meetups:Focus Group Webinar - Integrating Zoho CRM and Zoho Books
This month's edition from the Zoho CRM Integration Focus Group series is set around Zoho Books. One major need for this integration is the singular UI it provides, from where both sales and finance operations can be performed. This works better than switchingIntroducing Zia Presentation in Zoho CRM
Dear All, We hope you're well! We're excited to introduce our brand new Zoho CRM feature: Zia Presentation . Let's get into the details! Business presentation is an integral part of every important decision in an organization. From performance reviewsKeep Track of Time with Sales Metrics Reports
Understanding your sales pipeline is one of the significant factors to meet your goals. You need to keep track of sales metrics like sales cycle duration, number of leads converted, average time taken to convert leads, etc. Generally, this gives you an insight on what works and what doesn't, to meet the average requirements. Time is an important element in Sales. And with the help of the new Sales Metric reports in Zoho CRM you can calculate the duration of everything, right from getting leads toZoho CRM's V3 APIs
Hello everyone! We are happy to announce the release of Zoho CRM's V3 APIs! While the previous versions are stable and widely-used, V3 brings you a set of rich APIs that can satisfy your business needs quite easily. Read on for a brief of the updatesNew capabilities added to Zia's Email Intelligence
Dear All, Greetings! We are excited to present a couple of new capabilities and some enhancements to the existing features of Zia's Email Intelligence. Zia explores incoming emails and highlights different insights like email intent, email sentiments,Associate multiple items to a record through subforms
Hey folks, Let's look at another new feature "Subforms", that we introduced last month during the Zoho CRM 2018 Release. As part of making your module forms more simple and clutter-free, we are happy to introduce subforms. A subform is a secondary form or table, which is part of a primary form, and lets you associate multiple line items to a record. Say you run a mobile store and use Zoho CRM to track the purchase and customer details. When customers buy mobile phones from the store, they also purchaseSync your CRM Tasks with Zoho Projects
Zoho Projects integration with Zoho CRM helps you manage your tasks more efficiently. You can create all project related activities right inside your CRM using this integration. Create new portal or associate an existing portal, add projects to the portal, add tasks and notes to the associated projects and so on. In addition to this, you can now sync the tasks created in your CRM account with your Projects account. Also, the tasks that are directly added within your Projects account will be in syncPerform mail-merge operations in Zoho CRM right from your iPad and Android tablet web browsers too!
Dear All, Greetings! Writer's recent update offers unrestricted access to all its features via the web browsers of iPad and Android tablets as well. This in turn makes it possible to perform all mail-merge related operations from Zoho CRM, even from[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'sGamescope is leveling upto Motivator for Zoho CRM
Hello, As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30thIntroducing Customization of the Product details section
Note: As on 8th March 2021, we have enabled product line item customization for all users. API support for the changes done to this subform like adding new fields, removing fields and editing field properties is available in version 2.1 only. We are openingCommunity Digest - August 2022
Hello, Folks! This month's digest features a brand new space! Checkout Dev's Corner that highlights intriguing subjects based on developer-centric posts. Announcements > We are glad to announce that we have enhanced our Subform support by adding userA step-by-step guide to integrate Google Contacts using Sigma
Integrating and syncing data is a significant factor for effective customer relationship management. Let's consider a scenario where an entrepreneur is planning on starting a new venture. An important factor in propelling any business towards successNew Enhancements in Wizards
Dear All, Wizards help you break a long form into a series of smaller forms on different screens, making it less overwhelming. We are thrilled to introduce a couple of enhancements to wizards in Zoho CRM: Enhancements for conditional rules in WizardsZoho CRM - Upcoming Features ...
Hi, We would like to inform you about the Zoho CRM features that we are taking up in the near future. Please go through this link. As a policy we will not commit any dates for any mentioned features. However we will try to roll out the listed features one by one in the period of 6 months time. We will keep you posted just in case we change our priorities with respect to any features. Thank you, With Best Regards, Dilip, Zoho CRMNext Page
Announcements
Enhancement for layout rules
Dear All, We've introduced a minor change related to layout rules: mandatory fields to be checked for APIs. Using layout rules, you can configure conditions and define actions to be taken, like showing fields, showing sections, showing subforms, andIntroducing Multiple Sandbox Types and Support for Module's Data Population
Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone, Sandbox in CRM is a testing environment for users to create and test new configurations like workflowRevamped 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 enhancementsTrack 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 criticalNew 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,
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Send mail merge PDF using an email template
I'm looking to create a function that mail merges a PDF document, and sends it via email. The email is sent from an organization email address, and it has to be attached to the "emails" section of the record that triggers the function. Originally, I usedHow to use fields from referenced modules in workflow rules.
I have a custom module connected to Leads through lookup field. How can I use fields from that module as conditions in workflow rule that is triggered by lead creation?Send meeting invite to Contact from Deals module in Blueprint
Hi, Im setting up a Blueprint for the Deals module. At a transition we need to send a Meeting to the Contact. In the Blueprint theres an option to create a meeting, but not the ability to send the meeting invite to a Contact! Perhaps Im missing something?Client script to validate field: showError and prevent Save
Hi, I am pretty new to Zoho CRM customization and I would like to know which is the best practise to use client script for field validation. I developed a very simple function to validate "onChange" of a field. When the user enters an invalid value, theNotes column in Tasks module
Hi, I would like to have a column showing the last note for each tasks, how is it possible? Thanks
Sticky Posts
Introducing Multiple Sandbox Types and Support for Module's Data Population
Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone, Sandbox in CRM is a testing environment for users to create and test new configurations like workflowExtension Pointers - Simple yet significant pointers #8: CRM variables
Getting and setting CRM variable values in an extension CRM variables come in handy when you need global access to a variable across an entire extension. There may also be a need for user-specific data, which the user must provide at the time of installation.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 criticalRecurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurringNew 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,
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