Brief note on our recent releases

Hello everyone,

In today's post we will brief you some of our releases.

Email authentication

Sometimes when businesses choose to send emails from their CRM account using the company domain it is important to authenticate the domain details to increase the trustworthiness of the email origin.

Zoho CRM provides three authentication standards to validate your domain:

DKIM (DomainKeys Identified Mail) - It is used to ensure that the message has not been altered in transmission. It uses public key encryption to authenticate the email messages.
SPF (Sender Policy Framework) - This authentication standard allows sending domains to define which IP addresses are allowed to deliver email messages on behalf of the domain.
DMARC (Domain-Based Message Authentication, Reporting, and Conformance)- It is built as a combination of the DKIM and SPF standards with additional features like reporting, policy definition, and the notion of identity alignment. A domain needs to pass both SPF and DKIM to satisfy the DMARC regulation.

Read more here .

Add a Contact's Reporting Manager

In the Contacts module, you can add a reporting manager for particular contact. The "Reporting To" field is changed to a lookup field which will let you view all the contacts that are associated to a specific account and assign them as reporting manager. This attribute will mainly help you overcome delays in correspondence with your clients. The reporting manager will be automatically notified if the contact is unavailable.

Further, you can view the direct reports of a contact and the overall reporting structure right in the related lists of a record in both Accounts and Contacts modules. Read more here.

Translations

In Zoho CRM you were able to choose a preferred language that reflected the CRM elements in that language across the organization. However, in organizations that have global presence will have sales reps working from different geographical locations. Imagine how difficult it would be for a sales rep at Germany to view the CRM elements in French as that is the preferred language. To resolve this we have brought in Translations, using which you will be able to translate the picklist and custom fields into other languages.

Translation can be done in three easy steps:

Export the language files that contain the picklist and custom fields
Translate them to required language
Import them to CRM

You can keep tab on the imported files by visiting the Language Import History page. A complete list of files that are imported till date will be available here. The imported language files are arranged in a chronological order with the most recent ones on top.

There are several other actions that you can perform in translation:

Export translated file - In case you have added a new custom field or made an erroneous translation then instead of exporting the language file again, you can export the translated file, fix the fields and import back to CRM.

Deactivate translation - Lets say you decided to temporarily close one of your company's branches and don't want to use the translated files anymore, you can go to the language settings and toggle off the status of the language. If you want to discontinue translations, you can deactivate the entire translation setting.

Reference values - A picklist value that is translated in various languages may not be functional when any one of the languages' value is used to define conditional checks of custom functions, parameters of web hooks, formula fields, merge fields of email template or task subject etc.

For example, if "Advertisement" is translated in 10 different languages, then the function will not work with the same value "Advertisement" for users who use different language in CRM. In such cases, you can use the reference values. Each picklist value will be represented by a reference value that is common for every language. While defining any of the above functions you will have to use the respective reference values.