Look through our recent feature releases and enhancements

Hello everyone,

In this post, we will take a look at three feature enhancements that we recently had in Zoho CRM.

View CRM user's role and profile in Zoho Projects

While creating or associating projects in CRM you can view what role and profile a CRM user holds in Zoho Projects. You can either proceed with allotting the project to the user or change their role or profile based on the requirement of the project.

For example, Smith Jones's role in Zoho Projects is Trainee Sales Rep and his profile permission does not allow him to edit or create records. Since, a sales rep's profile allows creating and editing records, while associating a project Smith's profile must be changed to Sales rep. Also, Smith's profile in Zoho Projects will be updated to Sales rep.

Learn more about roles and profiles in projects here.

Upload a file to a record using the File Upload field

A regular day-to-day business transaction requires you to deal with several types of documents like financial transactions, service level agreements, etc. that are usually specific to a client. It is thus best to add such documents right within the record. Like any other custom field you can add a file upload field to a module and start uploading the documents to the records. We let you add up to 5 file upload fields per module and the total permissible file size is 20MB.

In addition to this, if GDPR Compliance is enabled in your CRM account, you can mark if the field's value contains personal data (in this case, its documents).

Learn more about the file upload field here.

Integrating CRM Events with Zoho Meetings

Meeting solution providers or web conferencing softwares provide an option to conduct virtual meetings that reduces the cost and most importantly saves time. In Zoho CRM, you can integrate your CRM account with Zoho Meeting, a web conferencing solution that will allow you to conduct events or meetings right from your CRM account. Also, you will be able to view the number of attendees and the recording of your event in the respective CRM record. Once the integration is set up the host has to perform the following tasks:

1. Add participants to the meeting from either of the below mentioned places:

While creating an event form the Activities module.
While creating an event from the calendar in CRM.
From the record's details page.

2. Include the meeting URL along with the invitation while creating the event in CRM. The participants will be able to join the event by clicking on the same. In case the URL is not included, the attendees can be invited after the meeting starts.

3. Record the event using any of the audio preference methods. There are two audio preference options: selecting the built-in method or choosing host's own conferencing call service.

4. Start the meeting by clicking on the Start Meeting button that appears 15 minutes prior to the actual commencement of the meeting/event. Alternately, a meeting can be started from the activity reminders pop-up.

Learn more about the events integration here .

We hope you like these new enhancements, go ahead and try out these new features and write to us what you think by commenting below.

Regards,

Anumita

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Anumita Gupta

Sticky Posts
Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
Zoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
Canvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
Introducing Zia Presentation in Zoho CRM
----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the
Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all