What's New in Zoho CRM

Your existing Client Scripts will now automatically function within portals without requiring rewrites or duplication. You can customize Client Scripts to apply portal-wide or to target specific user types or specific users and ensure they align with your business needs.

Client Script now supports subform events and subform-specific APIs, enabling validation, automation, and dynamic updates based on user actions like adding, deleting, or modifying rows.

Administrators or forecast managers can exclude users, roles, or territories from participating in a forecast. This can help ensure targets only get allocated to the relevant entities so that reports will reflect accurate and contextual achievements. If required, these excluded parties can be included again.

Your open deals hold the promise of your future revenue. However, thanks to external factors, they won't close as quoted. Thus, to avoid misleading expectations for decision-makers, deal owners and their managers can use their assessments to adjust projected revenue.

To determine how long a record has stayed in a particular stage, admins can stop a formula by setting criteria. This is applicable for formulas that are constructed using the "Now" function in their syntax.

Formula fields that include the "Now" function in their syntax run computations based on the present time. However, due to technical constraints, these fields previously rendered real-time results only when the record was manually edited or updated via automated actions made to the record. The good news is that for scenarios that require constant processing of the formula, admins can now easily enable automatic refreshing for fields whenever the record is viewed.

Obtain a list of records that contribute to a plotted value on VoC charts, look at the cohort of customers that share the same opinion, sentiment, or behavior, and devise measures to optimize their experiences right from the drilldown page.