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                • Announcements

                • The Canvas module view gets an exciting face-lift

                  Announcement moderated on: 4th July,2023 The Canvas module view revamp has been successfully opened for all users in all DCs today. Dear All, We hope you're well! When it comes to business productivity, data organization and accessibility play a crucial
                • 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
                • Field of Lookup in CRM

                  Last modified on 04/04/2023: Field of lookup 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, We're thrilled to talk about a much-awaited enhancement to lookup fields—now
                • Enhanced Zoho CRM and Office 365 calendar synchronization features!

                  Dear customers, We're excited to share some significant improvements to our Office 365 calendar synchronization features, aimed at providing you with more control and a more personalized experience. What’s new Choose your Office 365 calendar: During the
                • Important updates to Zoho CRM's email deliverability

                  Dear All, We're thrilled to talk about the enhancements that are coming up to improve Zoho CRM's email deliverability, as well as the systems we have in place today to support our customers' email communications. As you might know, our current systems
                • Most Discussed Topics

                • Client Script event on any field of a Detail page

                  Hi everyone! I'd like to trigger a Client Script when a user modifies a field - any field - from the Account Details page, how can I do this? I don't want to trigger it on a specific field, but on all of them. Thanks in advance!
                • Auto Update Deal Name on Create/Edit

                  Hi there, I know this question has been posted multiple times and I've been trying many of the proposed similar scripts for a while now but nothing seems to work... what might I do wrong? The error I receive is this: "Unable to cast the 'TEXT' value into
                • How to access "modify time" from Client Script?

                  Hi everyone! I'm writing a Client script for the Account-Edit-onSave event. I'd like to access the "modify time" property, is this possible? I've tried using $Page.record._Modify_time but it looks like this returns what is on the server when the user
                • Convert lead to deal

                  Hi All! I create fields rule in deal modules that when the stages was closed lost will appearing this fields as reason of lost and I put it as mandatory fields. But when I converted the lead to deal with any stages is showing in converted page I can not
                • More love for multi-select field

                  Multi-select is great as it allows n:m relations which is often necessary in more complex CRM cases. There is quite a few official constraints and I wonder if improving these is on the roadmap: - the recently added lookup filter not available for multi-select:


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                                                                                    • Sticky Posts

                                                                                    • The Canvas module view gets an exciting face-lift

                                                                                      Announcement moderated on: 4th July,2023 The Canvas module view revamp has been successfully opened for all users in all DCs today. Dear All, We hope you're well! When it comes to business productivity, data organization and accessibility play a crucial
                                                                                    • 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
                                                                                    • [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,
                                                                                    • 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

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