更新日志 - Zoho CRM

Zoho Forms集成

将 Zoho Forms 与 Zoho CRM 集成，从而实现在表单中预先填充 CRM 数据以及在 CRM 中添加表单提交。您甚至可在电子邮件或电子邮件模板中购入表单 URL。了解更多

在电子邮件中添加数据主体请求链接

您可以在电子邮件或电子邮件模板中添加数据主体请求链接，并将其发送给您的客户。您的客户可以使用该链接提出请求，系统会在 Zoho CRM 中自动捕获该请求。了解更多

数据处理基础的历史记录及更多详细信息

查看为特定数据主体选择的数据处理基础的详细信息。系统将在历史记录下捕获此部分中发生的所有更改并按时间顺序排列。了解更多

邮件合并模板中的子表单

您为模块创建的子表单可以添加到邮件合并模板中并发送给您的客户。 了解更多

对活动模块进行更深入的访问控制

活动模块已拆分为“活动”、“任务”和“调用”以便定义配置文件权限。假设特定配置文件中的用户仅处理活动，您可以选择仅对活动授予查看、编辑和删除权限（并限制“任务”和“调用”）。 了解更多

通过 Zia 启用线索和交易预测

选择通过 Zia 的设置页面启用或禁用线索和商机预测。了解更多

向联系人分配报告经理

在“联系人”模块中，使用“向其报告”字段以向联系人分配报告经理。这可以确保联系人离岗时有备用联系人可供联系。了解更多

电子邮件身份验证

使用电子邮件身份验证标准并在通过其他域从 Zoho CRM 发送电子邮件时验证您的电子邮件来源。 了解更多

与客户共享您的 CRM 模块

在 Zoho CRM 中引入门户，以允许您的客户或客户访问您的 CRM 模块的部件。了解更多

Zia Voice 中的功能优化

在为您的 Zoho CRM 帐户配置 Zia Voice 时，可直接从包含 6 个预定义选项的集合中添加操作或技能，也可使用 Zia Voice 开发者平台从头开始预配置其他项 了解更多

将 CRM 活动与 Zoho Meeting 集成

您现在可以将您的 CRM 帐户与 Zoho Meeting 集成，Zoho Meeting 是一种网络会议解决方案，允许您直接从 CRM 帐户开展活动或会议。 了解更多

在 Zoho CRM 中处理数据主体请求

在 Zoho CRM 中，您现在可以在记录的“数据隐私”页签下的“数据主体请求”部分中添加和跟踪数据主体权限。根据请求类型，您可启动相应操作以解决这些请求。了解更多

GDPR合规首选项

我们现在已在 GDPR 合规性设置的“首选项”页签下添加了更多有关同意和个人数据处理的设置。 了解更多

工作时间改进

定制机构的工作时间以使其每天都有所不同、创建轮班以适应不同的时区、为每个时区添加休假列表、在 CRM 日历中将自已标记为“不在岗”。

将电子邮件链接至商机

为避免混淆，通过电子邮件与商机的关联轻松找到您的电子邮件。Zoho CRM 的预定义预测机制自动将电子邮件链接到各笔商机。

共享任意模块中的记录及其相关列表

与机构中的其他用户共享各个记录时，您可以共享也可以不共享它们的相关列表。此外，现在可共享任意模块中的记录。了解更多

引入窗口小部件

Zoho CRM 中的窗口小部件是一些可嵌入用户界面组件，可用于执行特定函数，这些函数以无缝形式使用来自第三方应用程序的数据。 了解更多

引入连接

连接是一个简单认证机制，用于将您的 Zoho CRM 帐户连接至任意第三方应用程序。连接可用于调用任意第三方应用程序的 REST API 并通过若干函数或窗口小部件访问已认证数据。了解更多

易于访问的增强函数

现在可以从开发者空间下的 Zoho CRM 设置中轻松访问函数（以前称为“自定义函数”）。您还可通过 REST API 触发函数，这允许您从 Zoho CRM 中的任意位置或任意第三方应用程序触发该函数。了解更多

带有更多灵活选项的增强沙箱

通过使用新的改进版沙箱，您可以选择要部署到生产环境的特定更改、在部署之前查看更改是通过检验还是存在冲突、在方便时停用沙箱并快速查看所有已部署更改的日志。了解更多

蓝图中的清单、状态 SLA 以及更多功能优化！

Zoho CRM 中的模块构建器现在具有新的改进版外观。您可以更轻松地拖放字段并对各部分重新排序。

模块构建器的全新外观

Zoho CRM 中的模块构建器现在具有新的改进版外观。您可以更轻松地拖放字段并对各部分重新排序。 了解更多

在 SalesInbox 中引入“安排邮件以在最佳时间发送”

Zia 将预测您的客户的最佳联系时间并通知您，以便您将电子邮件安排为在指定时间发送。了解更多

在 SalesInbox 中引入发件箱文件夹

如果您选择在收件人的最佳联系时间发送电子邮件，那么电子邮件将保存在“发件箱/计划”文件夹中，您可以根据需要编辑电子邮件。了解更多

在 Zoho CRM 中安排电子邮件

设置默认时间，在此时间后，您将在 Zoho CRM 中发送所有电子邮件。了解更多

更改记录所有权

将记录传输给另一个所有者时，您可以从要传输给新所有者的开启活动列表中进行选择。了解更多

根据记录分数创建工作流规则

创建工作流规则时，选择记录分数作为条件之一。记录分数的上升、下降或更新会被列入考虑范围。了解更多

更新布局规则

编辑布局规则中使用的主要字段时，如果存在与该规则相关联的必填字段，那么系统通过弹出提示捕获这些必填字段。在不断变化的交易阶段中、关闭任务时或审批记录时，也会验证布局规则。了解更多

向用户分配报告经理以获得定义明确的记录可访问性

管理员可以向下属分配报告经理，这将确保只有具备相应权限的人员才能在机构内查看个人数据。了解更多

保存您的蓝图的过程流的草稿版本

您现在可将蓝图的过程流另存为草稿。一旦您对最终过程流满意，就可以发布您的草稿。其次，蓝图现在将具有统一版本，也就是说，在给定的时间点，Zoho CRM 中的记录现在将遵循蓝图的统一版本。

Customize Users Layout in Zoho CRM

You can customize the details filled in when you add a new user in Zoho CRM. You can add custom fields and sections specific to your organization such as ID card number, Joining Date, Qualification details and so on.Read More

Filters for Trend Dashboards

Three new filters for Users, Time period and Frequency now replace the Trend Slider for all your Trend Dashboards. You can also select and drag a specific portion of your trend graph to zoom in and view the trend for the respective time period.Read More

Blueprint now available on the Zoho CRM Mobile app

You can now execute a Blueprint from the Zoho CRM App for iOS and Android. Simply go to the Detail View of a record within a process, tap on the Transition buttons and fill in the required information contextually to complete a process on the go.Read More

Sort records in a list view based on a desired name format

While sorting records in a list view based on names, if you prefer to have a sort pattern that is independent of the display name format, you can now set this preference under Sort Order Preferences. Besides this, you will now find a new field called Full Name under Available Columns. This is a combination of the First Name and Last Name. Read More

Now associate a Social Related List to the Accounts Module

The Social Related List has now been extended to the Accounts module. Apart from an enhanced user interface, this update will let you associate a Facebook page or a profile to the Social Related List of a lead, contact or account. What's more you can now see the updates of your leads and contacts right inside the Social Related List by visiting their Streams. You can also see a record of social conversations with them under Social Interactions. Read More

Use the Chrome Extension for ZOHO CRM in Gmail

Chrome Extension for Gmail enables you to communicate with your Zoho CRM account right inside your Gmail account. You can add new leads or contacts to your CRM Account and also add notes to your records from within your Gmail.

Build templates easily with these new enhancements in the template editor

The drag and drop template editor just got even more fun with a bunch of enhancements. You can now pick background colors using HexCodes. Tables got more flexible with ability to add rows and columns wherever you need them. You can also resize a table's column width by just dragging the border of the column. Lastly, the template content limit has been increased to 200k HTML characters. Read More

Log a manual call using the new Call Popup

While logging a current call manually, you will now see a popup with a call timer to indicate the duration of the call and an option to pause or end the call. You can also enter a description while still on the call. Once you have completed this, the call is logged instantly and can be found in the Activities module. Read More

Filter records based on your customers' Campaigns responses

You can now use Advanced filters to track records based on their Campaign responses. When you filter records based on their response to your recent campaign, you will be able to approach your potential customers in a better way with a refined message based on their response. Read More

Search for duplicate records within Converted Leads

When you mark a field as unique in the Leads module, you will now see an option to enable duplication check for converted leads as well. This will help you make sure that a lead which has been converted to a contact, is not added as a lead again in CRM. Read More

Merge duplicate records in Zoho CRM automatically

Zoho CRM now facilitates auto-merge of duplicate records - that is, when you run the de-duplication check for a module, CRM will now automatically merge records that are exact copies of each other. Read More

Integrating Zoho CRM with Zoho Cliq

With the Zoho Cliq integration for Zoho CRM, share sales information with your peers over chat instantly, without leaving the CRM window. Automate chat notifications via workflows and get activity reminders on chat so you never miss any important sales details. Read More

Introducing LinkedIn Sales Navigator Extension for Zoho CRM

Install the LinkedIn Sales Navigator extension to find your prospects on LinkedIn and connect with them right from Zoho CRM. Push CRM leads, contacts and accounts to Sales Navigator in order to follow up with them on LinkedIn. Read More

Enhancements in Twilio integration with Zoho CRM

• Call queue: You can now queue up to 25 incoming calls while receiving calls via Twilio. Maximum waiting time for the calls in the queue is 25 minutes.
• Call hold, resume, and mute: Put your call on hold by clicking the Hold icon on the call pop-up. Click it again to resume your call and also mute your call, if needed.
• Call preferences: Save your preferences to easily identify your callers to your Twilio numbers while making outbound calls.

Set up email sharing

A Zoho CRM user's emails can be shared with other users in the organization's CRM account. You can choose to share all the emails, share only the emails from selected customers or keep your emails private. Read More

Multiple reminder support for events.

Zoho CRM now allows you to set reminders for every event you create. You can now set up to 20 reminders for one event. Read More

Two-way task sync in Zoho Projects integration with Zoho CRM

Previously, you could sync a task one way from CRM. Now tasks added in Projects will also be synced with your CRM account. Read More

Configure social media accounts from Personal Settings

You can now add, delete or re-authenticate your personal social media accounts from the Personal Settings page in Zoho CRM.

View Forecasts

You can now view the forecast details based on the target achieved count and the pipeline count in your Zoho CRM. This is applicable for forecasts based on role hierarchy and territory hierarchy. Read More

Blueprint

Blueprint is an online replica of your actual business process. With Blueprint, you can standardize your sales processes; build and execute them from within your CRM and let your team follow the same without constant monitoring. This ensures compliance from the entire team, making the process systematic and repeatable.Read More

Zia

Zia is an AI-driven sales assistant for Zoho CRM. She optimizes the CRM data through data mining and machine learning to deliver key business information such as sales predictions, suggestions and alerts. Zia helps with understanding business patterns and customer behavior proactively to deliver personalized marketing campaigns and services and thereby improve sales. Zia powered features in Zoho CRM include Best time to Contact, Trend Analysis, Macros suggestions and Workflow related notifications.Read More

SalesSignals Platform

You might use different apps to run your business, but now get updates from them all in one place. With SalesSignals, you can pull information from any third-party app and have it displayed inside Zoho CRM. Increase your productivity by staying updated with notifications, no matter which app they're from.Read More

PhoneBridge Marketplace

Zoho CRM has now fully integrated with 14 cloud PBX and call management solutions that you can choose from, including Jive, AT&T Office@Hand, Aircall, Duocom, Vonage, and more In addition, we’re making it easier for other telephony vendors to integrate with Zoho CRM. We’ve turned PhoneBridge, previously a closed feature of Zoho CRM, into an open platform that helps telephony vendors to integrate with our apps.

Conditional Layouts

Conditional layouts in Zoho CRM offer an interface for you to seamlessly manage dependency between fields in a layout. With conditional layouts, you can make your layouts dynamic - that is, you can establish an interface in which, the particulars in a layout change based on a value entered previously. This helps you reduce clutter.Read More

Scoring Rules

Scoring rules help you automatically assign scores to records based on a specific set of criteria. Based on the record properties like certain fields, calls, emails, social signals, etc., both positive and negative scores points can be attributed to records which makes up to a total score. The scores help you prioritize records and focus more on the important ones. These are applicable for the Leads, Accounts, Contacts and Deals modules.Read More

Zoho CRM for Office 365

We're happy to inform you that Zoho CRM now integrates seamlessly with Office 365. By installing the Zoho CRM app for Office 365, you can sync data between the two applications and have all your users, contacts, and calendars in one place.Read More

Slack Integration with Zoho CRM

Share records or dashboard charts from your CRM to users and Channels in Slack. Notify everyone in the team instantly on sales updates like deal wins and more. Get reminders in Slack for all the activities in your CRM Calendar.Read More

Select all records in a custom view

As part of your sales follow-up activities, you may have to often apply certain bulk actions to all records in a custom list view. Zoho CRM allows you to select all records in a custom view at one go. And you will be able to perform the following bulk actions on the records thus selected. Forum Post - https://forums.zoho.com/topic/select-all-records-in-a-custom-view-at-one-goRead More

Enhancements in the CRM Profile Permissions page

The Profile Permissions page in Zoho CRM has been redesigned to give you a hassle free experience in managing user profiles. A major improvement is that the page is organized better by grouping permissions according to the order of modules and Setup categories in CRM. This enables you to find that specific permission you require easily. Read More

SalesInbox

SalesInbox is a one-of-a-kind email client made exclusively for your sales force. By adding deep CRM context to your emails, SalesInbox helps you prioritize your email stream, making it easy to keep on top of the most important communication. The email client also lets you organize your inbox with email filters based on CRM data, and also measure the effectiveness of your emails with email stats.

SalesSignals

SalesSignals notify you whenever your customers interact with your organization across a range of communication channels. Whether it's a missed call, a missed chat, an email click or an overdue support ticket, you'll receive real time alerts in CRM. Use SalesSignals to stay current on your customers' activities across multiple communication channels. Read More

Email insights

Email insights deliver the data you need to refine your business correspondence. Measure the effectiveness of emails sent from Zoho CRM with accurate email analytics (opens, clicks, replies, bounces), email template performance stats and version history.Read More

Advanced filters

Filter your records based on intelligent search criteria to extract valuable information from your CRM. Suppose you want to pull up any leads that haven't been followed up with yet or deals closing this month that still have overdue tasks. With advanced filters, just input your criteria and apply filter. Once you've isolated the records you're looking for, you can then perform the necessary followup actions, all from within the same screen. Read More

Gamescope

Make sales more fun with peer-to-peer contests for your sales team. Reward high-performers with trophies and badges. Display the names of your team superstars on leaderboards, and liven up your sales game. Read More

Apple Calendar Sync (via CalDAV)

Enable calendar synchronization with your iOS devices—iPhone, iPad, MacBook, Apple Watch and iPod Touch—via CalDAV to maintain a single calendar for both personal appointments and official CRM events. Read More

True Mobility

With the new Zoho CRM mobile app, seamlessly connect with contacts, access customer information, and find everything you need to close a deal from anywhere, anytime. Keep a record of your office visits by checking in to a client's location and associating that visit with an event on the mobile app. Read More

Marketplace

Choose from over 50 handpicked extensions for Zoho CRM to extend the power of CRM. Improve connectivity with external applications, ranging from customer support software to online marketing tools. Read More

Sandbox

Sandbox is a virtual testing environment that lets companies deploy the code/designs they've developed. Test your settings—automations, customizations—in the Sandbox, and then deploy those configuration to your Zoho CRM account when you are confident they're functioning how they ought to. Read More

Page Layouts

Set up custom page layouts within the same module to target different products/services with specific business processes. Once you have created the layouts, you will be able to choose the layout on record creation - be it via web forms, import, or third party applications (APIs). You will also be able to configure layout-specific workflows, reports and custom views. Read More

CRM Variables

CRM Variables are pseudo-module fields that are used for storing static and reusable information in your Zoho CRM account. These CRM variables have unique set of values that can be widely used as merge fields in email templates, mail merge, and inventory templates. It can also be used as reusable authentication parameters in custom functions, Webhooks, links and buttons, Related Lists, and APIs.Read More

Schedules

Schedules are automated user-defined actions that are performed through custom functions either at a particular time or on a recurring basis. Integrate your CRM data with your company’s website/intranet, any third-party applications or other Zoho Apps using Schedules. You can periodically sync up your contacts with other applications, push your CRM data to your legacy systems and also alert users about any idle leads or deals with Schedules.Read More

Zoho Finance Suite integration

Zoho Finance Suite integration allows you to link your Zoho Books, Zoho Invoice, Zoho Expense and Zoho Subscription accounts with Zoho CRM. View and monitor invoices, estimates, purchase orders, sales orders, expenses, expenses reports, and subscription details within your Zoho CRM account.Read More

Record-level sharing

Pick and choose the individual records to share and get your team working on deals that require attention from multiple departments.Read More

Custom module enhancements

Custom module information will now be listed in the following places:

• Workflow alert recipients
• Webhooks
• Custom functions
• As a related module while associating field update in workflow rule configuration
• Subject merge fields (workflow tasks)
• Template merge fields (Activity modules)

Unsupported merge fields in templates

Unsupported fields are those fields that no longer exist in Zoho CRM for various reasons. If you try to create an email template with the merge field values of such unsupported fields, a popup prompts you to Remove Unsupported Merge Fields before you can save the template. This is applicable for email templates, inventory templates, webhooks and workflow tasks. Read More

Configure workflow alert on event cancellation.

You can now configure workflow alerts on the cancellation of an event. In the Events module, you now have an additional rule trigger called "Cancel", which can be chosen to configure a workflow alert on the cancellation of an event.Read More

Zoho CRM for Google AdWords now available in the Professional Edition.

Google AdWords integration with Zoho CRM, which was available only in the Enterprise Edition of Zoho CRM, is now opened for users of the Professional Edition as well. Read More

My Open Activities custom view introduced in the Activities module.

My Open Activities, a new default list view in the Activities module, displays the open tasks, calls and events of the Zoho CRM user in question. Read More

Zoho CRM Enterprise Edition now supports a maximum of 30 custom modules.

In the Enterprise Edition of Zoho CRM, each organization account will now get one additional module for every 10 additional user licenses over and above the minimum default of 10 modules. Read More

Pin the My Posts & Tweets section in the Social tab

You can now pin the My Posts & Tweets section along with the other default streams in the CRM view of the Social tab. Read More

Now upload multiple files in your web-form.

You can now upload up to 3 files in your web-form. Make sure that the file size of all three files put together does not exceed 20 MB.Read More

More Options for Scheduled Calls

Scheduled calls can now be rescheduled, marked as completed or cancelled. These options are available in the call’s details page, list views, related lists, reminders, calendar as well as the Home page’s Activity component. Read More

Enhancements in Approval Process

You can now act on the records submitted for approval from the respective record’s details page itself rather than from the Approvals tab. An option to Respond (Approve, Delegate or Reject) is now available in the details page of a locked record.Read More

More Custom Modules in the Enterprise Edition

The number of custom modules in the Enterprise Edition has been increased from 5 modules to 10 modules. Start creating your custom modules right away!

Set your own Date/Date Time format via Webhooks

Zoho CRM now offers users the option to select their desired Date/Date Time format and Time Zone during Webhook param configuration.

Zoho PhoneBridge now available in the Zoho CRM Standard Edition

Zoho PhoneBridge which was previously available only for Enterprise and Professional Editions is now available in the Standard Edition of Zoho CRM as well.

Specify Application Name for an Auth Token

Zoho CRM now allows users to enter an Application Name for generating an Auth Token. The Application Name is useful in easily understanding the purpose of generating the Auth Token and differentiating Auth Token generation across different applications. Read More

Filters in Audit Log and Approval History

From the exhaustive list of entries in the Audit Log, you can find out the required information using filters. Filter data based on entities, users, actions and time. The same set of filters is also available to filter entries in the Approval History. Read More

Mass convert Leads, Quotes, Sales Orders

You can now convert multiple leads into potentials at the same time. Not just leads, but you can also mass convert quotes and sales orders in a single shot. Besides mass conversion, you can also automate conversion of records by using workflow rules. Read More

Introducing Allowed IPs

You can now limit the access to Zoho CRM from specific IP addresses and keep your data in CRM secure. Read More

Enhancements in Plug-in for Microsoft Outlook for Windows OS

Zoho CRM Plug-in for MS Outlook (Windows) just got better with enhancements in record synchronization, editing and duplicate checks. Read More