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        • Announcements

        • Access Multiple CRM Accounts With Single Sign-on

          Hello everyone, We are happy to announce that Zoho CRM now provides multi-organization support. What is multi-org support? In order to ease login and access to multiple Zoho CRM accounts, we came up with multi-org that allows users to use same email address
        • Automatically mark yourself as unavailable in your CRM calendar via Google Calendar synchronization

          Dear All, We have a quick enhancement related to the Google Calendar synchronization feature: Now you can automatically block your Zoho CRM calendar based on any non-sales meetings scheduled in your Google Calendar. This synchronization enables you to
        • Reports can now be filtered using dynamic criteria values

          Dear All, Greetings! We are here with a quick and a useful update to the new reports feature in Zoho CRM. As you may know, the new reports feature lets you create different types of reports in just a few clicks. Just select the parent module, choose the
        • Changes in the new UI of the record details page

          Hello everyone,   We released a new UI for the record details page early last month (March 11th, 2020) and are happy with the overwhelming response. A big thanks to everyone for your valuable feedback and suggestions.   Based on those suggestions, we have introduced the following changes: The width of the Notes section has been increased. The width of the Description column in the Related List has been increased. Introduced appropriate colors to represent the closed won or closed lost deals. The
        • [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/Month

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                                                                                            • Most Discussed Topics

                                                                                            • How to send a Books invoice to the Contact Roles of a Deal?

                                                                                              Hi In our implementation of CRM we dont use the Accounts module, we only have the Contacts and Deals modules. Each Deal will have 2 Contact Roles (the 2 roles are obviously 2 separate Contacts). Now we have integrated Books and have a 2-way sync between
                                                                                            • Mail merge document is not being sent using deluge

                                                                                              I have custom function to merge and send document, everything is working fine the output is successful response but I never received any email. The status never changed from In Progress. This one here is from 11 days ago, I executed the function today
                                                                                            • Exporting filtered views through Zoho CRM

                                                                                              I love Zoho CRM, but one thing that bothers me endlessly is the fact that you can't export a view. What you'd expect from a modern CRM is that you can: - Go to a module - Select a certain view - Enter some additional filters - And then click on a button
                                                                                            • How to report on Potentials that have changed to a specific stage within the last 90 days

                                                                                              I am trying to create a report that will show all potentials that have moved from any stage to a specific stage within the last 90 days. I cannot for the life of me figure out how to achieve this.
                                                                                            • Custom function on mass action button always updates fields in Blank

                                                                                              Hi! I developed a simple custom function that updates some fields. I placed it on the "list View - Mass action menu" in order to execute to simultaneously to multiple entities. When I execute it selecting a single entity, it works correctly, but if i
                                                                                            • Sticky Posts

                                                                                            • Tip #44: Organizing your Notes in Zoho CRM

                                                                                              Hello folks,  It's time for this week's tip and today, let's look at how you can organize your notes for records in Zoho CRM based on your preferences.  Notes form an integral part of records and play a vital role in your Zoho CRM usage. You can keep track of the status of your individual records using notes. One quick glance at the notes, and anyone who wants to collaborate and work on the record along with you or after you, can easily know the status.  However, each person may prefer to read them
                                                                                            • Reports can now be filtered using dynamic criteria values

                                                                                              Dear All, Greetings! We are here with a quick and a useful update to the new reports feature in Zoho CRM. As you may know, the new reports feature lets you create different types of reports in just a few clicks. Just select the parent module, choose the
                                                                                            • Tip #35 - On using Kanban View in Zoho CRM

                                                                                              Hi folks,  It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here.  Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filter
                                                                                            • Extension pointers - Simple yet significant pointers #10: Publishing

                                                                                              Publishing an extension An extension can be created for an internal organizational purpose or to meet a common business need. In either case, an extension can only be made available to users after it has been published. Types of extension publishing Private:
                                                                                            • [Early-Access] Blueprint enhancements - Parallel and multiple transitions, and more

                                                                                              Early Access Interest form Resources Help Documentation Subscriptions CRM Professional, Enterprise & Ultimate, CRMPlus, Zoho One Restrictions Currently only supported for CRM web version Zoho CRM's Blueprints provide structure to business processes by