Zoho

Before, if you wanted to create a custom, many to many relationship within Zoho it required the addition of a custom module that contained look-up fields for each module you are relating.  For example, say you want to be able to relate a contact to many other contacts. You would first create a custom module, “Connections”, then add two Contact Look-up fields.  The benefit of doing it this way is you can also add other fields to further define the “Connection”, for example a drop down field called Relationship Type, that defines how the contact is related to the the other contact. Relationship Type can have the values, Parent, Child, Friend, Colleague, etc…

Now, with the new Multi-select Look-up field, you can simply add this field type to the contact module and it allows you to relate a contact to many other contacts simply by selecting those contacts in the look-up field.  You can do this between any two modules, another example might be if you want to be able to relate a contact to more than one account.  Just add a Multi-select Account look-up field to a layout for the contact module.

In each module of Zoho CRM, there has always been the standard “Owner” field which is essentially a User look-up that designates which user “owns” the record.  Zoho has recently added some exciting new customization features, one of which is the ability to add a custom “User” field to a module form.  This new feature allows you to relate the record to more than one user!  It is available on the field palette:

Did you know that you can create your own Template folders in Zoho CRM to better organize your templates?  Here’s how… Read More

Have you ever tried to map a custom field in the Lead record to a standard field in either the Account, Contact or Deal record, but the matching field you want is not presented as a choice? Read More

If you’ve ever created a custom Module in Zoho, you’re aware of the standard Custom Module Name field.  This is by default, a mandatory, Single Line type field that is effectively the name of the record.  Many times it becomes another pesky step in the process of creating the record and is not really needed in the use case.  Zoho has implemented a great work-around for this, but it must be set up when the custom module is first created, here’s how…

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If you do any amount of import, I’m sure you’ve had that experience where you’ve got data on your import sheet that you don’t yet have a field for in your CRM module.  Before, you had to quit out of the import, add the field, then go back and restart your import… well no more!  With the new Import feature, Zoho has added an in-line way to add new fields right from your data!!

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De-duplicating in Zoho CRM just got easier!  Zoho has rolled out a new de-duplication tool that starts out the same way but the rest is a glorious downhill ride!  Simply go to the module where you want to de-dup, click the … menu, and select De-duplicate (same as before)

Then select which fields you want to use to define duplicates (up to 3).  For perfect matches, Zoho CRM will de-dup automatically.  For not so perfect ones, Zoho CRM will tee them up for you to review and process. Give it a try!

Zoho CRM Dashboards now supports creating a dashboard from a Matrix report! (Before only summary reports were supported).  Here’s an example of how you can use this feature…

Activity Report Dashboard.   Say you just want to see how many combined calls, events and tasks are being accomplished for each of your users in CRM. 

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