Addition of Service status filter under advanced filter

Addition of Service status filter under advanced filter

Dear All, 

Greetings!

Advanced filter is an effective search tool present in the module view page. To enable effective filtering of the required records, the search criteria are categorized based on the fields, activity and the behavior of the records like touched records, number of chats, visitor score, company, city, etc.

These search criteria vary between each module. For example, in the leads module you can use lead status as a search criteria, while in the campaigns module you can use campaign status to lookup appropriate records.

Thus far, under the campaign criteria, only the "Member Status" field is displayed. This field contains status options that can be customized by the admins and are selected by the CRM user during the record association. For example, Planned, Opted Out, Invited, etc.

In this update, we are introducing the "Service Status field" as well. This option contains campaign status fields based on recipients' actions or direct responses. For example,Clicked, Hard Bounced, Soft Bounced, Opted out, Registered, etc. 
Thus, using these status, you can sift through the leads or contacts easily.

P.S.:
The service status field will be displayed only for these online integrations:
  • Zoho Survey
  • Zoho Webinar
  • Zoho Campaigns
  • Zoho Backstage
Please refer to our help doc for further information about Advanced Filter.

Thanks and have a good one!

Regards, 
Saranya Balasubramanian
    • Sticky Posts

    • Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio.

      Canvas is LIVE! Today, Zoho CRM is finally launching Canvas, our ambitious approach to create the gold standard of CRM experience. After a successful early access program, Canvas is now available for all. And by all, we mean all. Canvas is available by
    • FAQs on Approval Process

      Dear All, Greetings! Approval process allows to validate records and streamline the process across organization to ensure a systematic approach. To resolve your probable queries, we are constantly gathering relevant FAQs and publishing them to address
    • Focus Group webinar - Multiple Sandbox and newer Sandbox enhancements

      Edition requirement Enterprise and above, CRMplus, Zoho One Feature restrictions NA Feature role Amongst other things, Multiple Sandboxes provide multiple testing environments for different users in an organization Webinar details 14th December 2021 Session
    • Gamescope is leveling upto Motivator for Zoho CRM

      Hello,   As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
    • Zoho CRM Segmentation FAQ - Post your questions

      Hello, Greetings! We hope you are well. Segmentation is the primary step in Marketing to know and classify your target audience into groups based on their purchase pattern. In the best interest of your benefit, we have been publishing FAQs about segmentation

      Zoho SalesIQ Resources



            Zoho TeamInbox Resources

              Zoho DataPrep Resources


                  Zoho CRM Plus Resources

                    Zoho Books Resources


                      Zoho Subscriptions Resources

                        Zoho Desk Resources

                          Zoho Projects Resources


                            Zoho Sprints Resources


                              Qntrl Resources


                                Zoho Creator Resources


                                  Zoho WorkDrive Resources




                                      Zoho Campaigns Resources

                                        Zoho CRM Resources

                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now


                                                      Zoho Show Resources


                                                        Zoho Writer Writer

                                                        Get Started. Write Away!

                                                        Writer is a powerful online word processor, designed for collaborative work.

                                                                  有料プランをご利用の方