Run Macro in Custom Modules and More!

Run Macro in Custom Modules and More!

Here are a few minor enhancements that will make using Zoho CRM easier for you. 

To begin with, we have a couple of features that are now supported in custom modules. You can now run macros for selected records from the List View of your custom module. Besides this, you can also send mails to selected contacts from the List View. 


Macros are a huge timesaving feature. If you have a set of actions to do repeatedly for a bunch of records, you can save time by just running a macro instead of manually executing those tasks one after the other. The set of actions in a macro include sending emails, creating tasks, and updating a field in the records with a specified value. 

We also have a minor update on the Records Details page of the Leads/Contacts module.  

The Sent Emails from CRM view under the Email section will list invitation emails sent to leads/contacts for an event. This way, you can keep a better track of the emails sent to your leads/contacts. 


Do check out these updates right away. And let us know what you think. 

Regards
Vaagdevi Ravishankar