Zoho CRM | 2023 Product Updates & Release Notes

Release Notification | 01 November 2023

Here's an overview of everything that's included in this update:

New Features

• Mega Merge - it's now much easier to add merge fields from related modules.
  When sending messages using merge fields, you can now retrieve the merge field data from multiple related modules across Zoho CRM. Check out the new Zoho CRM | Using Merge Fields from Related Modules in SMS Messages article for more details.
  
  
  
  
  
  
• Decision Maker Connect - manage SMS communications with multiple stakeholders all in one place.
  You can now keep track of all SMS messages sent to individual contacts associated with a deal are visible within the deal record. This is super handy for keeping track of all the communications between key deal decision makers and any of your team members involved in the deal. Check out the new Zoho CRM | Decision Maker Connect for the Deals Module article for more details.
  
  

Small Tweaks & Bug Fixes

• Decluttered the appearance of the Smooth Messenger inbox by removing the "onboarding progress bar".
• Reduced the quantity of API calls used by Bulk SMS.
• Resolved the issue with From/To not being available as phone number fields in workflow SMS.
• You can now right click on MMS and open them in a new tab.

Release Notification | 07 JULY 2023

Here's an overview of everything that's included in this update:

New Features

• Cancel Scheduled SMS - you can now cancel scheduled messages before they're sent.
  Whether you need to cancel a scheduled 1:1 message, a specific campaign, or all your scheduled messages, you can get it sorted in a couple of easy steps. This is super helpful if you realise there was a typo in the message or if there's a change in plans. Check out this article for more details.

• Sending SMS from the Tasks Module - we've added the Smooth Message popup to the Task Module.
  Just like the Leads Module, it’s now possible to send an SMS from the Tasks Module using the phone number of a linked contact or lead. Check out the updated SMS for Zoho | Sending Messages article for more details.

Small Tweaks

• More Smooth Messenger Inbox Upgrades:

  • • Magnified Message Details - now when you hover over the timestamp and from/to numbers below a message, the text size will increase so it's easier to read.

    • Expandable Message Composer - when you're writing a long message, you can now increase the size of the message composition window to see the entire message.

Bug Fixes

• Resolved the issue that was causing scheduled messages to display in the Needs Reply tab despite the message recipient not yet replying - the Needs Reply section in the inbox should now function as expected.
• Resolved the issue where the incorrect default From number was being used - the correct default From number should now be used when sending messages.
• In some instances, merge fields weren't displaying properly in the edit template screen - this has been corrected.
• Adjusted the display size to remove the additional scrollbar that appears on smaller screens.

Release Notification | 04 April 2023

Here's an overview of everything that's included in this update:

New Features & Improvements

• Enhanced Workflow UI - effortlessly configure workflow SMS.
  Our new “Send Smooth SMS (MessageMedia)” action enables you to set up workflow rules and automate SMS without any guesswork. Now you have all the configuration options you need to set up a workflow and start creating efficiencies through automated SMS, today. For more on how to send automated messages, read this article.
  
• Contact Sync with the Hub - now you can message more than 5,000 contacts at once.
  Need to send a campaign to more than 5,000 contacts at one time? Well, now you can, by sending bulk SMS campaigns from the MessageMedia Hub with the new “Contact Sync feature.” To get started, read this article.
• Speed up SMS - connect with your customers faster than ever using Smooth Inbox.
  With a faster loading interface, you can now reply to conversations and connect instantly when using the Smooth Inbox. No need to wait-out loading lags – messaging conversations can now take place in real-time.
• Productive Inbox - use templates and schedule messages without opening a pop-up.
  Previously, you needed to use the ‘Send Smooth Message’ pop-up to send templated messages or schedule messages to send at a later time. Now you can achieve this straight from the conversation view and inbox, enabling more rapid replies. You can now also add tasks directly from the inbox view – handy if you need to take further action to follow up on an SMS inquiry. To learn more, read this article.