Introducing enhancements in Zoho CRM Plus

Hello everyone,

 

We've come up with some new updates for Zoho CRM Plus and can't wait for you to try them out. Let's take a look at what we've rolled out. 

Improved Email Parser in CRM

CRM's Email Parser which helps businesses automate the process of adding records by directly extracting information from emails, just got some major functional improvements. You can now use a single parser email ID for all parser rules, regardless of the number of vendors you have or the number of rules you create.

This replaces the previously time-consuming process of creating a separate parser email ID for individual vendors to track their information. The new parser interface displays a preview of the parsed data alongside where the field mapping occurs, and features an advanced configuration tab which enables users to filter emails according to different criteria.

Enhancements related to Emails in CRM 

With our all-new email configuration, you can open an email and see the entire set of follow-up emails in a threaded view.

You can now add attachments from WorkDrive and other cloud drives, which saves you the time of having to download the attachments, and ensures that the files are always easily accessible in the cloud. You can also access attachments by clicking on the attachment icon next to a listed email, instead of having to open the email.

 

Enhancements in Desk's Community module

Categories are a collection of forums displayed in Desk. By default, each department has its own category. For example, you can manage categories for Sales and Support separately. The new enhancements enable you to create independent categories and define characteristics like logos, names, descriptions, associated departments, and others.

Furthermore, many-to-many mapping can be done between a category and department. A category created for a particular department can be mapped with a different department. This helps users create forums more quickly. Now, you can also set default departments and add topics directly as tickets.

 

Parallel Transitions in Projects

Projects' Blueprint feature helps you design and direct workflows to automate processes in a step-by-step manner. A blueprint has two main components: status and transition. Status denotes what stage a task is at, and transition is the link between two statuses and shows the movement of tasks from one status to another. Sometimes, these transitions need to be run in parallel. For example, in a production process, the production of a material can be approved only if the blueprint is approved by the engineering head, quality control manager, and production manager. All these processes can run as parallel transitions, and the entire process will be marked as complete only if all the transitions are complete. 

 

Enhancements in Social Reports

You can view in-depth analytics for your connected social media channels in the Reports module. These reports are now available for any specified date range over an extended period of one year. You can filter data by date, week, month, or quarter, and group it by brand. You can generate detailed summary reports, posts and engagement reports, Facebook Messenger insight reports, and much more for the past year. With this vast dataset, you can spot trends and understand how your social channels have been performing over time.

 

 

Cross-brand posting in Social

You've already been able to post across multiple channels, but with cross-brand posting, you can now post across all your brands and across multiple social channels at the same time. This enables easy and quick publishing so you can reach your entire audience in less time. Managing all your brands' publishing needs has never been easier.

Try out these updates and let us know what you think!

• Topic Participants

• Aswini R

  

• Sticky Posts

• Zoho CRM Plus in 2023: Let's rewind

  Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking

• The CX Workshops are back in 2023!

  Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've

• Refer Zoho CRM Plus to your friends and earn rewards!

  Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance

• Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

  Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on

• Unified telephony in Zoho CRM Plus

  In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate

• Recent Topics

• End Date in Zoho Bookings

  When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  

• Custom confirmation message

  How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather

• Issue showing too many consultations in my workspace link.

  Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal

• Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

  I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached

• Zoho Learn & Zoho Connect

  Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,

• Addin Support in Zoho Sheet

  Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?

• Changing Corporate Structure - How Best to Adapt Current and Future Zoho Instances

  My current company is Company A LLC with a dba ("doing business as" - essentially an alias) Product Name B. Basically, Company A is the legal entity and Product Name B is what customers see, but it's all one business right now. We currently have a Zoho

• how to add subform over sigma in the CRM

  my new module don't have any subform available any way to add this from sigma or from the crm

• How to Install Zoho Workdrive Desktop Sync for Ubuntu?

  Hi. I am newbie to Linux / Ubuntu. I downloaded a tar.gz file from Workdrive for installing the Workdrive Desktop Sync tool. Can someone give me step by step guide on how to install this on Ubuntu? I am using Ubuntu 19.04. Regards Senthil

• How to upload own video?

  How can you upload your own video on your zoho website? I do not want to use another host, but i want to insert my own files. how can i do this?

• Support new line in CRM Multiline text field display in Zoho Deluge

  Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille

• Announcing new features in Trident for Windows (v.1.32.5.0)

  Hello Community! Trident for Windows just got better! This update includes new features designed to improve and simplify email and calendar management—and it includes a feature you’ve been waiting for. Let’s dive into what’s new! Save emails in EML or

• How to render either thumbnail_url or preview_url or preview_data_url

  I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!

• Zoho CRM Calendar | Custom Buttons

  I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting

• Create Lead Button in Zoho CRM Dashboard

  Right now to create Leads in the CRM our team is going into the Lead module, selecting the "Create Lead" button, then building out the lead. Is there anyway to add the "Create Lead" button or some sort of short cut to the Zoho CRM Dashboard to cut out

• Searching customer field

  Hello, When entering a receipt, we select customer information. The customer information is synced with Zoho CRM. However, we can't find the customer information because it searches for words that begin with the entered value. It needs to search for words

• Introducing Version-3 APIs - Explore New APIs & Enhancements

  Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,

• Zoho CRM Tracking Google Enhanced Conversions

  Can anyone @Zoho, consultants, or users help me understand if Zoho CRM is going to support Google's Enhanced Conversions? I included some information from Google below about it. We use Google Adwords for our pay per click advertising for lead generation,

• zoho click, and nord VPN

  Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off

• Connecting Portals from different Zoho apps

  Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals?  It would be great if we could give our customers access to a portal in which they could

• Billing Management: #5 Usage Billing

  After understanding the nuances of Advance Billing and Retainers, we will explore one of the booming billing models. Long ago, villagers drew water from a shared well in a small village. The well was a lifeline for the entire community. Ravi, the well

• Function #10: Update item prices automatically based on the last transaction created

  In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom

• Inventory Adjustments

  Hi, How to transfer the material from one head to another ? Like materials purchased for manufacturing the laptop need to transfer from consumption inventory (Quantity of raw materials reduced) to destination inventory ( Quantity of Laptop increased)

• Zoho CRM Community Digest - Aug 2025 | Part 1

  Hey everyone! The first half of August went by, and we have a few announcements and some good noteworthy discussions. So, let's take a look at them! Product Updates: Introducing Connected Records feature: Zoho CRM’s Next-Gen UI now includes Connected

• Please make it easier to Pause syncing

  right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.

• How to create a Zoho CRM report with 2 child modules

  Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would

• SalesIQとPageSenseの利用について

  初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。

• How to integrate Zoho Forms with Zoho CRM on Standard Plan

  Hello Zoho Support Team, I am using the Standard Zoho Forms plan (USD 30/user) and I would like to integrate Zoho Forms with Zoho CRM so that certain fields in my forms can be automatically prefilled using data from Deals in CRM. Specifically, I want

• Export PDF File Name

  Is it possible to change the default Zoho .pdf naming scheme for inventory items like quotations? Would like to use the the Subject as the default quote name. Is this possible?

• How to change the from address from 'no reply' for an email template in CRM

  Hi, We have our CRM set up with the from field as sales@XXX. I have just created a series of email templates and sent a test and they are sending from noreply@zoho I have tried searching for how to change the email template but don't have the options

• Zoho CRM Client Script - SetCriteria in lookup Field

  Hello All One More Zoho CRM Client Script Tips & Trick. Now you can Set the Criteria on Your lookup in zoho CRM, It Comes With a Create Page, Edit Page, and Details Page (Standard). Example:- We have a Room Module that includes Room Name, Status, Campus,

• Kaizen #71 - Client Script ZDKs for Detail (Canvas) Page

  Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss Client Script ZDKs support for Detail (Canvas) Page. What is Detail (Canvas) Page? A Detail(Canvas) Page allows you to customize the record detail page to your

• Rich-text fields in Zoho CRM

  Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

• Zoho Reports Duplicating Entries

  I have a custom costing tab with a table where we entre invoices. These are under a Heading (PO Subject) and notes added in the form with different line items. In the reports, I have organised the report to group per PO Subject, with the total of the

• Validation Rule Not Working for Mandatory Field in Zoho Blueprint

  As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they stated

• Notes Issues

  Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayed

• Export from Contacts module to Products module in Zoho CRM

  Good afternoon, I would like to send a number of contact info from the Contacts module into the customized module (tickets to an event) in one operation. I have selected several contacts in the Contact module (people who I have labelled as people I want

• Zoho Commerce

  Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not

• Can’t receive emailI c

  I have generated a basic for but when I submit it I don’t get a email, I’ve been in the settings and tested me email, all appears correct, can you please help me

• Data Capture for Historical Activity (Especially One Lead Downloading Variois reports without Overwriting the info)

  Is there a better way in Zoho CRM to capture and archive a lead’s historical activity—specifically whenever they download reports—so that the data is stored without being overwritten?”

• Next Page