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              • Announcements

              • Extending Age in Days to all date and date-time fields!

                When it comes to filtering records based on a date field or a date time field, you would usually count back the number of days and enter a specific date in the criteria. This could be quite tiring. But here’s some good news. “Age in Days” is an option that allows you to filter records based on the number of days rather than a specific date. This was available only for a record’s Created Time. It has now been extended to all date and date time fields. For example, you can now instruct Zoho CRM to
              • Introducing Image Upload Field

                Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules.  Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the record
              • What is New in CRM Functions?

                What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use.  ETA: In a couple of days. Phase 2 Support to write the function code in Java, Python, and NodeJS. ETA: Rolled out in a phased manner. Updated Built-in Script Editor The built-in script editor has now undergone a major upgrade. Here are the old and new screenshots of the
              • 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
              • Data migration extended to Services and Appointments modules

                Hello all, Data migration—particularly between two Zoho CRM accounts—is an essential process that ensures a seamless transition of business data, thereby preventing disruptions and providing continuity. In line with that, we're excited to bring you a
              • Most Discussed Topics

              • CRM is shut down

                Hi, Seems CRM is shut down Update: We have reverted the update and it should be working now. Locking this post as the issue is now fixed.
              • Show File Upload field in a Report

                I do have a subform in a module where we upload files. I would like to generate a report where we can see all uploaded files from the same page. I wonder if is possible to get the URL of the uploaded file somehow. Maybe via Zoho Flow? Get Fetch File Upload
              • How to ensure the order in which functions and workflows are run on record creation.

                Hi there, We have multiple functions that occur when a new record is created. These functions are each run from separate workflows, as each workflow doesn't allow multiple functions to be run from the 1 workflow call. Some of these functions require other
              • Comparator module doesnt have Conversion option

                I want to compare my salespeople to show how many Leads they have converted. There is no option for Conversion, not date, Is Converted? etc. Does anyone know of a workaround for this, it's so annoying I have tried everything. It seems strange that you
              • Workflow sending quote to zoho signs

                Hello, Is it possible to have a workflow rule when after sending to zoho sign ? Thanks

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                                                                                • Sticky Posts

                                                                                • Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

                                                                                  Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such
                                                                                • CRM Hack #2: Automate sending of birthday greetings to your customers.

                                                                                    Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
                                                                                • 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
                                                                                • Zoho CRM Community Digest - September 2023

                                                                                  Hello everyone! Ready for a quick September roundup? We've got all the exciting announcements and engaging discussions neatly packed in this digest. Let's dive in! Spotlight: Every year, we recognize the top community contributors by conferring the MVP
                                                                                • In-person ZUG (Zoho User Group) meetups - Learn, share and discuss all things Zoho

                                                                                  A big warm hello to the Zoho Community! We're excited to invite you for some lively Zoho discussions at our upcoming ZUG meetups to share and discuss all things Zoho. Our Zoho User Group (ZUG) meetups are designed to bring our community closer together,

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