Enhancements in user field and reporting hierarchy

Dear All,

Hope you are well!

We have interesting updates like regulating record accessibility for user(s) who got record access via user fields and implementing the usability of "reporting to" field in multiple places in CRM.

Let's get started!

Regulate Record Accessibility

In Zoho CRM, we allow user(s) other than record owners, to associate with a record using the user fields, to enhance collaboration, monitoring, auditing, etc.

This addition of user(s) inherently shares the ownership privileges with them, allowing them to access and modify the records.

What's the update?

In case you do not want the user(s) to access or modify the records, you can regulate their record accessibility.

For example, to a real estate listing, an admin can add the architect's contact as a user field without record accessibility. If the customer has more doubts about the listed house, the agent can quickly reach the architect and get the query clarified without disclosing the customer information.

How to regulate the record accessibility?

In the User field properties, users can disable the Allow record accessibility option based on the business requirement.

If the Allow Record Accessibility option is unchecked, only the name of the user will be listed in the user field. The associated user will not be allowed to view or access the record.

Important points:

By default, the Allow Record Accessibility option will be enabled for both single and multi-user fields. This applies to the existing records as well.
You must manually uncheck the option to manage record accessibility.
As part of this update, we have increased the total number of user fields that can be added to a layout, from 3 to 5.

Displaying "Reporting to" field in different places in Zoho CRM

If the hierarchy preference of the organization is set as reporting hierarchy then a field called "Reporting To" will be automatically available in various places in CRM where the user module fields are listed such as reports, criteria, filter, merge fields, etc. The reporting manager can be selected in those fields.

In case, the orgs' hierarchy is changed to role hierarchy, the "reporting to" field will be retained in the places it is used. While switching, a popup will be displayed listing the places where the field is used, the admin can choose to retain the field in those places or remove it individually from each places.

These updates have been released for all users in all DCs.

For more information, refer to our help doc, below.

Thanks and Have a good one!

Kind Regards,
Saranya Balasubramanian

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

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