Unlock More Power with Zoho CRM's Enhanced Saved Filter Limit
Dear Customers,
We're happy to share some wonderful news for our valued users in the Enterprise and above editions of Zoho CRM.
You must already be aware of the "saved filters" feature in Zoho CRM. Saved filters are custom search criteria that you can save for quick and easy access. These filters allow users to define specific conditions and parameters to narrow down the data they want to see or work with in their CRM. Once a filter is created and saved, users can access it with a single click instead of recreating the same search criteria repeatedly.
Whats new in it?
- Increased Limit: The limit for saved filters has been boosted from 5 to 10. Now, you can organize and manage your data even more efficiently.
- Personalized Ordering: We have introduced the ability to reorder your filters according to your preferences. Tailor your workspace to match your workflow effortlessly.
Benefits of enhanced saved filters
The enhancements to Zoho CRM's saved filters offer several benefits for users:
- Increased efficiency: With the increased limit of saved filters, users can create and manage a larger number of custom filters. This flexibility allows for more precise data retrieval and quicker access to the information that matters most.
- Enhanced Organization: Having the ability to reorder filters according to personal preferences means that users can arrange their workspace to match their specific workflow. This customization leads to a more organized and user-friendly CRM experience.
- Reduced search time: With more saved filters and the ability to prioritize them, users can locate and access critical data faster. This reduces the time spent searching for specific information and allows for quicker decision-making.
These enhancements are designed to empower you with greater flexibility and efficiency in managing your CRM data. We're committed to continually improving your experience with Zoho CRM, so stay tuned for more updates!
Access your files securely from anywhere
Zoho Developer Community
Deliver unforgettable customer experiences
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
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Accessibility in Zoho CRM: Not just a feature—a way to empower
Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that empowers everyone. This first step makes it possible for more users of all abilities to do their best work in Zoho
Act on your customers' voices in Zoho CRM
Dear Customers, We hope you're well! We are super excited to present a pivotal addition to VoC in Zoho CRM—the ability to act! Customer feedback is directly proportional to customer experience, and in this customer-driven market, that feedback has a powerful
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 can
Identify 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—some
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
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.