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
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Arun Kumar V
Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—someGain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparencyContext and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー