New Enhancements in Zoho CRM
Hello everyone,
In today's post we will brief you about our recent enhancements.
List view categories
Earlier, list views were categorized under
Favourites
,
Created by Me
and
Shared with Me
. We have introduced two more categories:
Public Views
and
Other Users' Views
.
Public Views
- The views that are created by other users and shared with everyone in the organization will be listed here. This will be available to all users, irrespective of their profile.
Other Users' Views
- Views created by other users will be displayed here and it will be available for the administrators.
Read more here .
Read more here .
Blueprints in Sandbox
Since, Blueprints have a major impact on the way sales operates it can be helpful if you can rehearse in the testing environment and check the usability thoroughly before implementing. Hence, we have introduced Blueprints in Sandbox.
If Sandbox is already activated in your account, you have to Refresh to begin working with the Blueprints. Read more here.
Supporting Break Hours inside Shift Hours
In Business hours, you can mention Break Hours of a particular shift, which will help you know when the user is unavailable during the shift. In a single shift you can include two break hours.
Similar to shift hours, you can set different break hours for each day. Read more here.
Mandatory Fields are included in Workflow tasks
After this enhancement, the custom fields that are marked mandatory will also be displayed in the task layout. In addition, inserting merge fields in the layout can be done by typing the # symbol. Read more
here.
We hope you found this post useful, go ahead and try it out and write to us what you think by commenting below.
Regards,
Arun
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