A summary of the latest enhancements in Zoho CRM!

A summary of the latest enhancements in Zoho CRM!

The latest enhancements in Zoho CRM revolve around a wide range of areas such as personal settings, email templates, advanced filters, call logging and Feeds. Read on to know what they are. 

1) 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 found within Personal Settings.  Learn more>>


2) 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 resize a table's column width by just dragging the border of the column. 
  • The template content limit has been increased by 200 HTML characters. 
    Learn more>>

3) Log a manual call using the enhanced 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. Learn more>>


4) 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.  Learn more>>


5) Set Feeds Preferences
If you think your Feeds section is getting too busy with a zillion updates, you can now modify Feeds Preferences by choosing the specific modules that you wish to receive updates from. Feeds Preferences are set by the administrator and are application to all users of the CRM Organization account.  Learn more>>



We are positive that these updates will be helpful. Do let us know your thoughts/questions by commenting below. 

Regards
Vaagdevi Ravishanakar