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                          • Announcements

                          • Cross module filtering is now supported in CRM

                            Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters Hello everyone, In Zoho CRM, you can quickly find records in each module using advanced filters.
                          • We've revised the pricing model of CRM portal user licenses

                            Hello everyone, We’re making important updates to our pricing structure for portal user licenses, effective from the next payment cycle. The new slab-based pricing is as follows: Previously, these portal user licenses were priced at $5/ user/ month. As
                          • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                            Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                          • Directly Edit, Filter, and Sort Subforms on the Details Page

                            Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
                          • Convert a CRM dashboard into a presentation in just two clicks

                            Availability Release plan: This feature is being released in a phased manner for orgs in the supported editions and DCs. Editions: Enterprise edition and above DCs: US, AU, EU, IN, JP, CN For instructions and more details, please refer to this help document.

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                                                                                          • Sticky Posts

                                                                                          • Introducing Built-In Telephony in Zoho CRM

                                                                                            Dear All, Greetings! We are excited to introduce the bespoke "Built-In Telephony" in Zoho CRM. Built-in telephony is designed to allow organizations to build their own telephony framework, manage subscriptions and payments, generate call reports, and
                                                                                          • Enhancements in Canvas

                                                                                            Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable
                                                                                          • Stay in the Know: Important TRAI mandate on URL whitelisting for Indian CRM customers

                                                                                            Dear Customers, We hope you're well! If you are a CRM customer in India and have the Notification SMS feature enabled, this post is relevant to you. Notification SMS lets you send messages to your customers as an acknowledging response to transactions.
                                                                                          • Announcing the deprecation of a few capabilities within Feeds

                                                                                            Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have deprecate the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records With
                                                                                          • Effortlessly advance through your CRM blueprints by including optional fields in transitions

                                                                                            Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all