Recent Topics
[Zoho CRM] New capabilities added to Zia's Email Intelligence
[Zoho CRM] New capabilities added to Zia's Email Intelligence Dear All, Greetings! We are excited to present a couple of new capabilities and some enhancements to the existing features of Zia's Email Intelligence. Zia explores incoming emails and
[Zoho CRM] Send Mail Merge Document from Zoho CRM
Please map "recId" to the respective Id field of the module you want. For example, if you're doing for the Contacts module, map it to "Contact Id" field in the Edit Arguments in the custom function builder. //get info recDet = zoho.crm.getRecordById("Contacts",recId);
Execute automation and other processes during import
Hello everyone, Zoho has now introduced the option to execute automation and process management actions on records right when they are been imported to your CRM account. Yes, until now records were not allowed to undergo any automation when they are imported,
Customize the sorting order of your picklist values
Dear All, Greetings, we hope you are well! We have a quick update on how picklists are sorted in Zoho CRM. Let's go! Adding a picklist field to a record layout, helps you choose and associate value(s) conveniently from a drop-down menu. These values can
Individual Records can now be shared with Roles and Groups
Dear All, Greetings!! We have a quick update about our record sharing capabilities in Zoho CRM. Let's go! As you must be aware, an individual record can be shared with up to 10 users via private sharing or with all users in the organization via public
What's New in Zoho Books - April 2022
Hello, We hope all of you, and your loved ones are doing well. At Zoho Books, we try to make your accounting experience better with the latest features and updates that we add. Here's a quick look at what's new in April: Item Barcode Scanning Initially
Introducing Color Coding of Picklist Values
Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.
Reports and Dashboards are now together called "Analytics"!
We have now grouped Reports and Dashboards modules under a new heading called Analytics. This is similar to the Customers module, which houses both Contacts and Accounts. So the next time when you are looking to access a report or a dashboard, you need
How to Integrate Zoho CRM and Zoho Mail? [SOLVED]
Zoho CRM is a great tool to interact with your leads and customers. In Zoho CRM, it is possible to integrate it to any mail services using IMAP settings. The best email service provider for it is of course, Zoho Mail. What are the perks of integrating
Color code meetings in Zoho CRM's Calendar, list and related views
Color coding comes in handy to organize your calendar in Zoho CRM. It makes it easier for multiple sales reps in an organization to keep track of what they have in store for their week, month, and business cycle. By helping differentiate between types
New Looks and Features for Email in Zoho CRM!
Hey fellow people! How many of you have waited to set a default font size and font family whenever you compose an email in Zoho CRM? How many of you have desperately needed an email draft within Zoho CRM? Won't it be better if the compose window does
Transforming with Carpedia!
We are proud to announce our beloved digital transformation partner and client, Carpedia! Carpedia had been struggling in their fleet management and keeping everything systematically before this. Like many others, their management system hinged on excel
How to Import Records Into Zoho CRM? [SOLVED]
Sometimes you need to import a lot of records at once into Zoho CRM. This is a very common phenomenon. You wouldn't want to create your records one by one, moreover if they're in the thousands! Worry not, as it is really easy to do so in Zoho CRM. Please
How to Create a New Deal? [SOLVED]
Deal in Zoho CRM is used to track your sales activity progression. Have you scheduled a meeting with the client? Has the quotation gone out? Do you win or lose the deal? So, how to create a Deal in Zoho CRM? Follow the instructions in this video to learn
How to Create a New View? [SOLVED]
Hi everybody, Using Zoho CRM is indeed easy, and it is easier when we know how to sort and choose what data to be displayed. To achieve that, we can create a custom 'view'. Please note that this is subject to the permission given by your administrator.
Why can't my employee see their leave entitlement? [SOLVED]
Sometimes, you get a report from your employees/users that they cannot see their leave entitlement, although the configuration has made them inclusive. So, in this case, what could be causing this? The most common reason is the user's field value used
Popular Articles
[Zoho Meeting] Enabling Virtual Camera for MacOS Desktop App
Zoho Meeting runs natively on Chrome and Firefox browsers, but unfortunately one always need to use the desktop app if they are on Safari. If you are using the desktop app on a Mac, you will notice that virtual camera from streaming softwares like ...
[Zoho Expense] Integration Between Zoho Expense and Zoho People
If you subscribed to Zoho People and Zoho Expense, these two applications can be integrated. It means the employee's data will be synced once the admin has added them as a user. How to sync? Go to Login Zoho Expense > Settings > Integrations > Zoho ...
[Zoho Recruit] Adding/Editing Field Dependency
To add/edit field dependency in Zoho Recruit, go to Setup > Modules > Hover on the module the parent/child fields are in, choose "Map Dependency Fields" There, you can choose to map what child field values to which parent field value. Make sure you ...
[Zoho People] Adding New Specific Role
To add a new specific role, go to Settings > User Access Control > Roles > Click '+ Add New Role' Then, name your role and choose the type of role to be 'Specific Role' and choose which existing role you would like to copy from
[Zoho CRM] Creating A Lead
Leads in Zoho CRM can be created in several ways; Direct creation Import Social media connection (Facebook and Twitter) Zoho Mail integration Zoho Cliq (website ) integration To create directly, click on the '+' icon at the top right of the screen. ...