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    • 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, and
    • 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 workflow
    • 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
    • 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
    • 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,

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                                                                              • Most Discussed Topics

                                                                              • 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 used
                                                                              • How 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, the
                                                                              • Notes column in Tasks module

                                                                                Hi, I would like to have a column showing the last note for each tasks, how is it possible? Thanks