Global Sets in CRM
Last modified on 18/04/2023: Global sets is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Learn more about this feature in our help docs: Overview of global sets | Working with global
Introducing Color and Order Preferences for Blueprint Transitions
Blueprints exist to improve the efficiency of your company's processes and ensure compliance — but only if your users follow them promptly. More often than not, your users may find it challenging to adopt your processes and follow through on them, especially
Achieve multi-level record prioritization with multiple Kanban views per module
Dear all, We're happy to announce the introduction of a new capability within Zoho CRM: creating multiple Kanban views within a single module (depending on your edition). As you may already know, the Kanban view in Zoho CRM is a card-based view that displays
Telephony External ID field added in CRM
Dear All, We have an enhancement for users with telephony integrations—introducing the Telephony External ID field. Let's get into the details! What is an external ID field for telephony? External ID fields in Zoho CRM essentially hold a record's reference
[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool
Hello folks! Kiosk Studio, which was in early access, is now available to all customers in all DCs! Kiosk Studio is a no-code customization tool in Zoho CRM. It allows admins to simplify work for their users, customers, and vendors by creating and embedding
Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's
Introducing Keyboard Shortcuts for Zoho CRM
Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules
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
Rebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated
Sync 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,
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
Email support added for Vendors module in CRM
[5 April 2024] This feature has been opened to all users in all DCs. Support for custom email fields will be enabled shortly. Hello folks, We're making a highly anticipated upgrade to the Vendors module: You'll now be able to send emails (including mass
[Early Access 2023] Create and embed custom capabilities across CRM with Kiosk, our latest low-code tool
[6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. As a result, the old help doc links
Easily resolve Zoho CRM sandbox conflicts during deployment
Dear all, In response to the current scenario and the growing demand for a more robust Sandbox environment, we are pleased to announce significant enhancements to Zoho CRM's Sandbox; you can now resolve conflict cases directly, alongside some UI enhancements.
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 the locking option for CRM records
Last modified on 06/04/2023: Record locking option in CRM is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, Hope you're doing well! We're thrilled to introduce our latest
Zoho CRM Digest - March 2024
Hello Everyone! Are you ready to catch up on all the latest news and highlights from the Zoho Community from Mar '24? Our March digest is here, packed with updates and engaging discussions that you won't have to miss. Let's dive into the March digest
Zoho CRM - Updates to Assign and Remove Territories APIs
Hello everyone! This post is to inform you of the changes to the Assign and Remove territories APIs from V2 to V6. Currently, from versions 2 to 6, the assign and remove territories APIs give a success response and assign or remove territories of the
Important updates to Zoho CRM's email deliverability
Last modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domains will have their newly created mass emails and other email notifications associated with newly
Get instant summaries of your notes with the help of Zia
Hello all, We've added a simple yet powerful feature to Zoho CRM that we're excited for you to try: Zia Notes Summary. It's designed to make the daily lives of a CRM user a bit easier by giving you quick summaries of your CRM notes. Whether it's a glance
ZUG (Zoho User Group) In-person Meetups - Learn, Share, and Discuss All Things Zoho
Hi, We hope you are all doing well. We are excited to announce the second leg of our in-person Zoho User Group (ZUG) meetups in your region. A quick update: Our first leg of meetups in 2024 reached completion, and Zoho experts had the opportunity to meet
Exposing webform as link or QR Code and actions on submit customization in CRM
Dear Customers, We've taken it a step further and introduced the ability to expose webforms as links or QR codes. Publishing format now includes both these formats. Earlier, you could only embed the webform or use it in iFrame in your webpage. Now, expose
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
Rich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
Email-related enhancements in Accounts and Deals modules in CRM
Hello folks, We've some updates related to emails in the Accounts and Deals modules. Running a successful business requires constant communication. In Zoho CRM, the records of contacts, leads, vendors, and other stakeholders are stored in different modules.
New 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 Wizards
Final date extension for Activities module deprecation
Dear Customers, Happy New Year to all of you! We'd like to inform you that the deprecation of the Activities module has been extended until March 15, 2024. This serves as the final call to action considering the three previous extensions granted on December
Integrate Google Chat with Zoho CRM for seamless collaboration
Hello everyone, Sales is a team sport and sales reps have to be in constant communication with people inside and outside their organization. While email remains the most effective channel for important conversations, sales reps often collaborate via chat.
Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
Zoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
Introducing the all-new email parser!
Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,
Introducing many-to-many module association in Zoho CRM!
Hello all! We are pleased to introduce "many-to-many module association" in Zoho CRM! Your sales data are often inter-related. When you maintain this data in a CRM, you must have flexible options to capture the exact relationship between them. Zoho CRM allows you to interlink modules via lookup fields. However, a regular lookup field facilitates only a "one-to-many" association. That is, from multiple records in a given module, you can lookup only one record from a related module. In many cases,
Master the Customer Experience Suite: Join our workshops to elevate your customer experience
Zoho's CX workshops have expanded to more cities this year, and we're excited to meet you all! Here's where we'll be: April 10-11, 2024 - Johannesburg, South Africa May 8-9, 2024 - London, United Kingdom May 13-14, 2024 - Paris, France May 16-17, 2024
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,
Introduced "Delete configuration" option in Zoho mail Add-on Settings
Dear Customers, We're excited to announce a minor enhancement to the Zoho Mail add-on settings page. We're pleased to introduce the "Delete configuration" option for admin users within this screen. This option is specifically available for users with
Canvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
Export limit increase, email templates in reports, extended grouping options, and more enhancements to Zoho CRM reports
Dear Customers, We're happy to announce some useful enhancements to our system that will elevate your user experience with data analysis and reporting. These updates empower users to delve deeper into their data, extract more meaningful insights, and
Introducing Zia Presentation in Zoho CRM
----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the
Zoho CRM Developer Series: Zoho CRM APIs
Master Zoho CRM APIs like a pro! In collaboration with Zoho Developer Community, we are introducing Zoho CRM APIs to help you unlock the full potential of Zoho CRM APIs, regardless of your experience level. Register now to supercharge your CRM skills
Introducing call transcription and intelligence
Dear All, We're thrilled to introduce Call Transcription and Call Intelligence—new features under Zia. You can now get transcribed audio recordings of your phone conversations, and together with Zia's intelligent analysis, you can derive call-related
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