Enhancements in user field and reporting hierarchy

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
      Zoho Marketing Automation
              • Sticky Posts

              • Focus Group Webinar - Integrating Zoho CRM and Zoho Books

                This month's edition from the Zoho CRM Integration Focus Group series is set around Zoho Books. One major need for this integration is the singular UI it provides, from where both sales and finance operations can be performed. This works better than switching
              • Introducing Zia Presentation in Zoho CRM

                Dear All, We hope you're well! We're excited to introduce our brand new Zoho CRM feature:  Zia Presentation . Let's get into the details! Business presentation is an integral part of every important decision in an organization. From performance reviews
              • New capabilities added to Zia's Email Intelligence

                Dear All,   Greetings! We are excited to present a couple of new capabilities and some enhancements to the existing features of Zia's Email Intelligence.   Zia explores incoming emails and highlights different insights like email intent, email sentiments,
              • [Early Access - Updated to LIVE] Introducing the Canvas Design Studio.

                Greetings Customers!   Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's
              • 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 Pagesense Resources

                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