Zoho recently introduced condition based aggregate fields in Zoho CRM subforms. These can be helpful in making subforms even more valuable. As a reminder, we have done several blogs on understanding subforms in Zoho CRM. You can learn more about what a subform is, as well as some updates here, here and here! Read on for the latest enhancements. Read More
Let’s discuss the recent expanded functionality for Zoho CRM subforms! As a reminder, we have done several blogs on understanding subforms in Zoho CRM. You can learn more about what a subform is, as well as some updates here, here and here! As you can see, Zoho keeps making subforms more attractive to use. Read on for the latest enhancements. Read More
The purpose of this blog is to explore the Zoho CRM data export options that are available to you. Companies and users typically export data to create reports, share data or ensure their CRM data is backed up. Read More
Doing a Zoho CRM module data export used to be extremely challenging due to the limits and lack of functionality that were in place. Zoho has now made major changes to the module data export process that makes it much easier to use. Read More
Zoho CRM deals often involve multiple contacts. Since it is important to track communications related to a Zoho CRM deal, this blog will cover how to link emails directly to contact roles in deals. This functionality not only streamlines your communication workflow but also ensures that every interaction is logged and accessible within the context of specific deals and associated contact roles. Read More
Finding and merging duplicate records in Zoho CRM is an important way to ensure data accuracy. Zoho CRM comes with some tools to help you find and merge these duplicates. Read More
Zoho has rolled out Zoho Practice – complete accounting practice management software! Read More
The new Zoho CRM Email Credibility dashboard is a useful tool to help you monitor the email sending within your Zoho setup. Read More
Zoho CRM email bounce management has not always been easy. Fortunately, Zoho has made some enhancements that will help in working with bounces in Zoho CRM. Read More
Using mail merge in Zoho CRM will help you create documents in a simplified way. Once a mail merge is set up, you will no longer need to repeatedly create your documents whenever they are needed.
