Get instant summaries of your notes with the help of Zia

Hello all,

We've added a simple yet powerful feature to Zoho CRM that we're excited for you to try: Zia Notes Summary. It's designed to make the daily lives of a CRM user a bit easier by giving you quick summaries of your CRM notes. Whether it's a glance at the latest update or a comprehensive overview of all interactions, Zia's note summary covers it all.

Why Zia Notes Summary?

It helps you quickly catch up on customer interactions, saving you time and keeping you informed.
Your CRM records, including leads, contacts, accounts, and deals, can now be more organized and accessible.
Making decisions becomes easier with all the necessary information summarized neatly for you.

How it works

Once you click on the "Summarize note(s)" button, you will find two summaries: "Overall Summary" for a bird's-eye view of all notes on a record, and "Last Note Summary" for the most recent update. It is simple and available when necessary, without any additional complications.

Availability:

Zia Notes summary is available for orgs in the Enterprise edition with 20+ user licenses or in the Ultimate edition of Zoho CRM.
Notes summary is exclusively available in English.
This feature is being rolled out in a phased manner and it's currently available for users in the US and EU DCs.

Resources: Zia Notes Summary | Zoho CRM Help

Thanks!

Nizamuddin

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