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 crucialIntroducing 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 latestField 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—nowEnhanced 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 theImportant 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 systemsPersonalized templates, automated WhatsApp messages, and more
Hello customers, We're thrilled to share some exciting enhancements to our WhatsApp Business integration with Zoho CRM: You can now create personalized templates and use them as automated WhatsApp messages. These updates introduce powerful new capabilitiesImprove your A/B testing with Zia suggestions
Dear customers, We're thrilled to announce a suite of enhancements to our webform A/B testing feature in Zoho CRM, brought to you by Zia, designed to make your testing process more intuitive, efficient, and results-driven. The enhancements will help theEmails from contact roles can be linked to a deal in CRM
Hello everyone, From today, organizations (where all users are using the latest email configuration) will be able to connect their users' email discussions with contact roles to corresponding deals, just like how email conversations with contacts areZoho CRM for QuickBooks
Hello! We are happy to announce the integration of QuickBooks with Zoho CRM. Zoho CRM for QuickBooks helps you maintain complete and up-to-date customer information in both Zoho CRM and QuickBooks. Here are some of the key features of this integration: Transfer data (contacts, quotes, products, vendors, sales orders, and invoices) between Zoho CRM and QuickBooks Import all the data from QuickBooks to Zoho CRM Export all or selected records from Zoho CRM to QuickBooks Synchronize contact and vendorZoho CRM Developer Series : Client Script
Hello Everyone! We are glad to announce that we have started the Zoho CRM Developer Series. This series aims to aid the developers explore the development capabilities of Zoho CRM and learn in-depth about each feature. These sessions will help developersLookup 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 LookupZoho 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. IntroducingClient Script | Update #5 - Supporting Dynamic Lookup Filters, Flyouts, Widgets, List & Detail Page (Standard) and much more!
Hello everyone! We are immensely delighted to introduce the most-anticipated and enchanting features on Client Script to empower you to fulfill sophisticated functionalities in Zoho CRM, thereby providing a rich experience to your users. Let us walk throughIntroducing 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'sUseful enhancements to Mail Merge in Zoho CRM
Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documentsEnhanced email bounce management in Zoho CRM
Highlight: You can now attempt to unblock temporarily blocked email addresses Dear Customers, We're excited to announce an enhancement to our email bounce management system that makes it easier to handle different types of email bounces and take necessaryExpanding subform field limits
Dear customers, We're pleased to announce an update regarding the limits of fields in subforms on layouts. We've made adjustments to accommodate your evolving needs and provide a more flexible user experience. The increased field limits enable you toChart your path to Zoho CRM success: Classroom training now open in multiple US cities
Greetings from the Training and Certification team! As you turn to a new page on your calendar, it's time to look ahead to new opportunities. We're excited to present another fantastic set of trainings to wrap up this year. Our fall courses promise to[Early Access] Circuits in Zoho CRM- Orchestrate Functions in Zoho CRM
Early Access Interest form Resources Help Documentation Feature availability Currently supported for CRM accounts in US Data Centers Editions CRM Enterprise & Ultimate, CRMPlus, Zoho One Default credits added 15,000/Month - Enterprise | 20,000/MonthZoho User Group (ZUG) In-person meetups - APAC
Hello everyone! Our Zoho experts are visiting your city to meet you in person and help boost your organisation's productivity. Come and meet us in your own city or in your nearest city! Find our schedule below. Register for the meetup in your city now.Email Credibility Dashboard: Track your account's email sending practices
Greetings Customers, We are rolling out an Email Credibility dashboard to help CRM administrators monitor the email sending practices of their organisation, and to help them implement domain authentication and email sending measures. Administrators canIntroducing Zoho CRM's all new email configuration
Dear All, We're thrilled to announce the release of Zoho CRM's new email configuration, which includes a range of exciting new features and improvements that will transform the way you manage your email. Without further ado, let's have a quick look atZoho CRM: Timezones and Users API
Hello Everyone! As you all know, we have the provision to set a user's time zone in Zoho CRM. Currently, we are displaying all the time zones (both new and old) that add up to roughly 700 time zones. For instance, we have both (GMT 5:30) India Standard Time (Asia/Calcutta) as well as (GMT 5:30) India Standard Time (Asia/Kolkata) on the list. We are trimming down the list of time zones to around 500 valid time zones. For instance, we will have only (GMT 5:30) India Standard Time (Asia/Kolkata) on[Early-Access] A couple of minor enhancements to Workflows - Early Access
We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source" and "Previous Values". Source: Ever wondered if your workflow was triggered due to a merge action or a regular delete? Say goodbye to guesswork![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 advancementsNew 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,Canvas is now supported in sandboxes
Hello folks, A lot of us have grown to love the freshness that Canvas injects into our standard detail pages and list views. This freshness isn't just limited to looking prettier. By building an interface around users' work, Canvas goes a long way inZoho 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 andIntroducing 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. TheseIntroducing 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 modulesIntroducing Rollup summary in Zoho CRM
------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update thatIntroducing Customization in Unsubscribe page
Hello Customers, We're excited to announce a long-awaited enhancement to the unsubscribe link feature: the ability to customize the message on the standard unsubscribe landing page and success display message. Recognizing its value, we've introduced additionalNew views to manage activities within a record
Dear customers, We hope you're well! Today, we're here with a useful update to the Activities related list. As you might be aware, parent records display related information from other modules as related lists. This helps you get a 360-degree view ofBlueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in allFocus Group Webinar - Optimize business decisions with Zia in Zoho CRM (Part 2)
While Part - 1 revolved around the basic features of Zia in Zoho CRM, Part 2 aims to dive much deeper and discuss the advanced features that help optimize decision-making for your business. Zia's capabilities extend from finding the right time to makeDeprecating Activities module
Dear Customers, We're glad to connect with you yet again. Activities module split into Calls, Meetings, and Tasks modules was released to all customers by Jan 2022. Customers who signed up Zoho CRM before that release would have the Activities moduleIntroducing customization in the Unsubscribe page
Dear Customers, We're excited to announce a long-awaited enhancement to the unsubscribe link feature: the ability to customize the message on the standard unsubscribe landing page and success display message. Recognizing its value, we've introduced additionalSubforms can now be marked as required
Dear All, Hope you are well! We are here with a heads-up about an important enhancement for Subforms. Let's go! Including a subform to a record layout is a great way to store supplementary information about the record. Be it the list of products purchasedIntroducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023
Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll beIntroducing Workflow for Facebook and Twitter
Hello everyone, We have recently introduced workflows for Facebook and Twitter. The feature will allow you to automate a comment, reaction, reply or like when you receive a comment or post from the customers. Consider a subscriber makes a post on your Facebook page complaining about an unsuccessful renewal. It needs immediate attention because the subscription is about to expire. You can set a workflow that automatically posts a comment stating that an agent will contact him within 24 hours. ByNext Page
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 crucialIntroducing 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 latestField 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—nowEnhanced 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 theImportant 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
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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 intoHow 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 userConvert 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 notMore 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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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 crucialIntroducing 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 advancementsNew 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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