Hello everyone,

 

We are happy to announce a second set of support features for Admin Tools. In the last phase, we released support tools for templates, custom views, workflows, and reports.

To learn more about the first set of features released, please click here. For a detailed explanation on how Admin Tools work, access our help doc.

 

This second set of support features includes tools for roles, profiles, and webforms.

 

To access the admin tools, go to Setup > Data Administrations > Admin tools, you will be able to find all the available tools.

Why you need Admin Tools  

• CRM admins primarily work on mapping their organization's problems to CRM solutions. Admins not only have to create those configurations, but are also responsible for maintaining them. Workflows might be outdated, reports might no longer be valid, and so on—so it's important to monitor them periodically. All unused/outdated configurations should be removed to avoid chaos in the CRM account.
• Organizations often have multiple admins working for them. Consider a scenario where one of them leaves the organization. The configurations they've created may or may not be relevant to the current CRM, and many of them will remain unused when the admin leaves. For this reason, it's important to monitor them periodically and remove all the irrelevant configurations. Doing so creates a path for a better working CRM.
• Having an unused/outdated configuration in CRM might contribute toward a threshold limit for that feature. Some Zoho CRM features have limits on the number of certain configurations allowed (examples: workflow rules, templates, fields, and so on), so it's better to remove unused/outdated configurations in order to stay within these limits. 

Below are the fields available for roles, profiles, and webforms.

Once the result is generated, based on the field criteria, you can select and delete it accordingly.

History of deletion 

Using the Admin Tools, you can view the time stamp of every deletion made.

 Feature availability

• This feature is available for both Enterprise and Ultimate editions of Zoho CRM.
• Trial editions do not support Admin Tools.