Zoho CRM Will Now Require “CRM Users” First Name As A Mandatory Field
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This is a bit of a rambling post. But the bottom line is the when you set up a New CRM User, you will be required to fill in the “First Name” field.
Zoho TransMail Leaves Beta and Goes Live
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We talked about this on July 11, 2018, on Episode 1 of the CRM Zen Show, and now 28 months later, it is here. TransMail routes Transactional emails. Transactional emails are unique, automated emails like order confirmations that are triggered by your users, often time-sensitive, and contain crucial information. 45 of Zoho’s existing Applications currently […]
Read Of the Week: Getting More From Zoho Cliq With Channels
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A nice write up over on the Zoho Blog about 5 Cliq Channels that every organization should setup
Zoho Marketplace for Zoho CRM Passes the 500 Extension Mark
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The marketplace has exploded in the last year.
Zoho Campaigns Instant Sync for CRM Accounts has been Disabled
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Zoho recently identified that the option ‘Fetch Accounts Fields’ in Zoho Campaigns Instant Sync was not working. So we’re forced to remove it for any new syncs. Not quite sure I get that logic. But we thought you should know.
Zoho Updates Apps for macOS Big Sur
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Apple’s macOS Big Sur is here, and Zoho has updated 6 apps that are ready now – Bigin, Books, Invoice, Expense, Inventory, and Notebook.
Zoho Recruit October Update Roundup
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5 updates in October, including special postings for jobs that are defined for remote workers.
Gamescope Is Now Part of Zoho Desk
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With Zoho Motivator going away, it looks like Gamescope is going to be the replacement. This has been in CRM for years, but you can now turn it on in Zoho Desk. By default, Gamescope is disabled. To enable Gamescope: Click the Setup icon ( ) in the top bar. Click Gamescope under the General menu. Turn the Gamescope toggle to ON.
Adding An Account Name From Another Module Will Now Pop Up a Wizard
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This change will allow for a more detailed creation of an account from Contacts, Accounts, Deals, Quotes, Sales Order, Invoices, and Cases.
API Notation Changes in Zoho Sign for Zoho CRM
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Zoho will be changing from dot-based (.) notations to double underscore-based (__) notations across all API names and components in Zoho CRM. This will result in the removal of both the dot (.) and the double underscore (__) notations used for the default fields in custom modules created by other Zoho extensions such as Zoho Sign for […]