Linking to a local file from CRM
I have found a workaround (sort of) to be able to open files stored on a local drive from within Zoho CRM. For my use, I want to be able to access my recorded calls from within a contact record. By creating a field called "Document Path" as a text area, I store the path to the folder with my documents in it "C:\users\myname\my documents". I use a free app called "ClickTo", basically an app launcher, which can be configured to launch Windows Explorer. By selecting the text in the Document Path field, right click on the highlighted text and the ClickTo app pops up with an icon for Windows Explorer. Click the Explorer icon and it launches Explorer with your Document Path, just select the file you want and it will start the associated program, Word, Media Player etc with your document in it. It is not perfect, but it is quicker than downloading attached documents and you don't have to worry about how big your documents are.
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Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversCreate and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
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Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
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