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ZOHO CRM – New Template Features

By October 25, 2016No Comments

Template organization just got a whole lot better!  Here are four convenient new features in the template screen to help manage your templates…

  1. Favoriting Templates – click the star icon next to a template to make it a favorite.  It will automatically be placed in the favorite folder – a great way to collect the templates you use most often so that you can quickly get to the ones you need.
  2. Re-ordering Template Folders – Click the folder icon at the bottom left of the template screen to re-order your template folders, moving more frequently accessed folders towards the top.
  3. Filter Templates by Module – use this to quickly find the template you’re looking for by seeing just the templates in one module.
  4. View Associated Items – see the list of other items (e.g., Alerts) that are associated with the template

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Suzanne Kirkland

Author Suzanne Kirkland

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