As many of you know, the way Zoho CRM activities are viewed within a record underwent some changes about 18 months ago. We explained those changes here. At the time, many users were not happy since you could no longer sort all activities together to see the most recent activities regardless of activity type. Luckily Zoho has now made some changes to bring some of the old functionality back. Read More
Zoho CRM user management now has some additional functionality related to managing subordinates. Read More
Zoho CRM dashboards – the Analytics tab – offers you many ways to analyze the data being captured in your CRM. Zoho offers nine type of analytical components with the newest being the the Stage component. Read More
Introducing to the new Zoho CRM filter criteria for user fields. The purpose of this change is to help you better filter records based on the user field. Read More
Introducing the new Zoho CRM record locking feature! With this feature you can now prevent certain records from being edited or deleted. Read More
Zoho CRM Admin Tools are aimed at helping you manage Zoho CRM as an administrator. Read on to learn more about the tools available. Read More
Zoho is continuing its rollout of new features and next up are Zoho CRM Rollup summary fields. Read More
We have been discussing many of the new Zoho features and today we are going to focus on the new global sets in Zoho CRM. Global sets are collections of picklist values that can be associated with multiple picklists across modules. This new feature will save you a lot of setup time! Read More
The field of lookup in Zoho CRM feature was recently introduced. With this feature you can now associate fields from lookup modules in other records. Read More
