Zoho CRM 2024: Monthly product update summary
Notes
- This is a developing document and will capture key CRM product updates as and when they are updated.
- Features categorized as "Public Release" are available to all users in the applicable editions.
- Features categorized as "Customer Early Access" are typically request-based early access features. They are made available to a smaller group of customers before eventually being released to all, in order to receive feedback and make improvements. If you are interested in trying out any of these early-access features, contact support@zohocrm.com.
- Features marked as "Public Early Access" are typically features that are available for all users in applicable editions, however, you are requested to note that these are being continually improved, so you may expect enhancements and issue-fixes being rolled out often. To offer your feedback on Public Early Access features, please write to support@zohocrm.com.
January 2024
January 2024
Public Release
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Enhancement/Feature
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Description
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Announcement Link
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Help link
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| Canvas improvements for related lists and tabs. |
Canvas now supports customizable tables in related lists, sub-tab grouping, and actions for better navigation.
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Rich text for multi-line fields
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Multi-line fields now support RTF, providing enhanced formatting capabilities and improved readability.
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Multi-currency enhancements
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The major enhancements we've made to the currency feature in Zoho CRM:
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CPQ rules for custom modules and subforms (Public EA)
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CPQ's capabilities have been extended beyond the default Quotes module to all inventory modules across CRM as well as custom modules. Besides this, CPQ rules can now be run on custom sub-forms in a record. These long awaited capabilities make CPQ a more robust and reliable system to manage your quotes in CRM.
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Important Update: Implementation of New 2024 Email Guidelines from Google and Yahoo
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CRM advises adherence to a set of new email guidelines from Google and Yahoo, effective from February 2024 in order ensure successful delivery of emails.
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Learn More |
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Migrate option support for dashboard components and reports associated with the Activities module
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The deprecation of the Activities module has been extended until Feb 28, 2024.
As we continue our efforts to facilitate the deprecation of the Activities module, we've introduced an additional option to migrate dashboard components and reports linked with the Activities module to the split modules. Rather than manually rebuilding the criteria for each component or report, the CRM system will now offer an option to migrate the dashboard components and report to the corresponding Tasks, Calls, and Meetings modules automatically.
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Learn More |
Customer Early Access
| Enhancement/Feature | Description | Announcement Link |
| Kiosk (Webinar Recording) |
Kiosk is a low-code user-interface customization platform that allows users to weave in their unique process flows into the user interface of CRM to make this sytem more flexible and powerful for their organizations.
A kiosk can be embedded at any location in CRM convenient for the users, such as the Home tab, or the Setup page or a button in the list view. It can also prompt a user to fill relevant data and fire automated actions (emails, tasks, webhooks, tags, functions etc).
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Learn More |
| Cadences Studio | Cadences Studio in Zoho CRM automates and streamlines customer follow-up processes. It enables users to create targeted, sequential communications, like emails, calls, or tasks, based on customer interactions and behaviours. Ideal for sales and marketing professionals, it maintains consistent, personalized follow-ups with leads and prospects until a desired outcome is achieved. | Learn More |
February 2024
February 2024
Public Release
|
Enhancement/Feature
|
Description
|
Announcement Link
|
Help link |
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Exposing webform as link or QR Code and actions on submit customization in CRM
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CRM now introduces the ability to expose webforms as links or QR codes. The publishing format now includes both these formats. Earlier, you could only embed the webform or use it in iFrame in your webpage. Now, expose webforms as links for seamless integration into blogs, emails, and social handles. No webpage? No problem! Collect submissions effortlessly with the link format.
Two major enhancements in this release:
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Multiple activity extraction from emails, query suggestions in Ask Zia, and more
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CRM brings to you, a series of impactful enhancements to our Activity Extraction in Email Intelligence, Ask Zia, and Zia Presentation features. The enhancements include:
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Help Zia with Feedback on Email Intelligence
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Although we appreciate Zia's capability to actively monitor email conversations, providing insights into sentiment, intent, emotions, enriching data, and extracting activities from the email content, we acknowledge that occasional errors may occur despite Zia's aim for accuracy.
In efforts to enhance precision, we have introduced the "Help Zia" option, enabling users to provide feedback or offer guidance to facilitate Zia's continuous improvement. |
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Bottom up forecasts
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You can choose whether forecasts in Zoho CRM should follow a top-down or bottom-up model. In bottom-up forecasts, users submit targets based on specific information available to them. These projections are approved, rejected, or revised by managers or the forecasting team. The approved targets are aggregated into targets for different roles, territories, managers, and the organization as a whole.
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Custom fiscal year formats
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Forecast managers can set fiscal year to follow the 4-5-4 calendar and other widely used 52-week fiscal year formats. This enhances the comparability of sales data (across weeks, periods, and quarters). Along with the option of choosing a custom fiscal year format, they can preview the fiscal year in a calendar, account for surplus weeks, and track the history of fiscal year changes in the CRM.
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New functions in formula builder in Zoho CRM
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Formula functions in Zoho CRM will boost your application and bring a new level of functionality. Whether you're working with strings, dates, times, or numbers, these formula functions are designed to make your life easier.
The new functions added to the formula builder in Zoho CRM are:
- IsEmpty
- Dayofweek
- Dayofyear
- CaseInsenitiveEquals
- IsPositive
- IsNegative
- DateBetween
- Timestamp
- FromTimestamp
- Test
- Ceil (modified)
- Floor (modified)
- Round
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| Public release of CPQ for Zoho CRM |
CPQ is the in-built solution for bespoke quote management in Zoho CRM. CPQ which was in Public Early Access mode has now been released to all as a public feature. |
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Leverage competitor mention in workflow rules
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Workflow rules can be triggered in response to actions associated with mentions of competitors within your email communications. With this competitor as criteria, users can track competitor mentions, analyze sentiment (Negative, Positive, Neutral), and integrate with email channels. Users can customize workflows to target specific competitors and stay ahead in their industry.
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Detect anomalies in your list views
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Zia's new anomaly detection feature in list views notifies CRM users of unusual activities in prospects or deals. This tool identifies deviations from normal trends and alerts users through the Zia Notification panel and with a highlight beside the custom view
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Learn More | |
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Zia's suggestions on the best mode to communicate
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Zia now suggests the most effective communication method along with the best time to contact. This feature, visible in the "best time to contact" widget, lebels the preferred method of communication, optimizing engagement and improving the changes of successful interactions.
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TBA
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| Public release of Voice of the Customer (VoC) for Zoho CRM |
Voice of the Customer (VoC) in Zoho CRM provides you actionable insights derived from customer feedback and interactions across multiple channels like calls, emails, social media etc. VoC was previously available in early access and it is now available for public access to all users.
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March 2024
Public Release
Introduced "Delete configuration" option in Zoho mail Add-on Settings
Previously, the system lacked a specific configuration option for administrators regarding deleted users, causing inaccessible email IDs for reuse within the organization. However, with the recent update, administrators now have a "Delete configuration" option specifically designed for deleted users.
Before this improvement, closing the authentication popup while configuring an account led to email integration for the specified email ID being stored in the CRM, resulting in an 'account already added' error. This issue has been resolved, and now CRM users can retry using the same email ID without encountering any error messages.
Before this improvement, closing the authentication popup while configuring an account led to email integration for the specified email ID being stored in the CRM, resulting in an 'account already added' error. This issue has been resolved, and now CRM users can retry using the same email ID without encountering any error messages.
Integrate Google Chat with Zoho CRM for seamless collaboration
Teams that use Google Chat for collaboration can now benefit from its integration with Zoho CRM, which enables them to do the following things:
- Share CRM data with users and spaces in Google Chat
- Schedule reports to be delivered via Google Chat
- Get automatic notifications via Google Chat for events in CRM
- Access CRM data within Google Chat
April 2024
Public Release
Kiosk Studio enhancements: Easy retrieval of child module records, support in Canvas record detail page, and addition of Zia components
We've now simplified the process of retrieving child records in a GetRecords component. Choose Child module from the GetRecords from dropdown, select the parent record, and get all needed records.
Previously, you could access Kiosks from a Canvas record detail page using custom buttons.
Now, you can drag and drop kiosks onto the canvas page in the Canvas Builder. These kiosks can be directly accessed by your users.
Now, you can drag and drop kiosks onto the canvas page in the Canvas Builder. These kiosks can be directly accessed by your users.
Zia provides valuable insights through various components within a record. You can now share these insights with Kiosk users by adding Zia Insight components to a screen.
Automate and personalize your CRM follow-ups using Cadences
Cadences in Zoho CRM enable administrators to automate personalized communication sequences tailored to individual customer interactions and behaviors. Ideal for sales and marketing teams, Cadences help streamline complex workflows and ensure consistent, personalized follow-ups, enhancing efficiency and effectiveness in customer relationship management.
May 2024
Public Release
Achieve smoother and more intuitive project management with the latest enhancements to Zoho Projects integration
Administrators can now link projects to additional CRM modules such as Products, Cases, and Quotes, and map fields easily. Users can create projects from modules, which admins can configure using simplified permission management features that enable admins to change access levels for different profiles with just a toggle. Additionally, client configuration information is now readily available, improving visibility.
June 2024
Public Release
You can now import data into the Calls module in CRM
You can now import data into the Calls module. This helps you create and update many call records instead of having to create or update them individually.
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