Showing articles from Suzanne Kirkland

Warning: Multi-Lookup Fields Not Supported in Zoho Mobile App

February 6th, 2019

Zoho recently added the multi-lookup type field to Zoho CRM, which allows you to create an N to N relationship between two modules by adding just one field. Previously, users…

Removing Tags in Zoho CRM

January 30th, 2019

Zoho CRM has so many useful features, and they’re always adding new features to help improve efficiency. The tag feature was initially added to Zoho CRM about two years ago….

Zoho Document Management

January 23rd, 2019

When it comes to Zoho document management, Zoho CRM users will generally have two options. Attachment to a record The first is as an attachment to a record.  This is…

Zoho Features: What is Field History Tracking?

December 20th, 2018

If you’ve added or modified pick list fields recently, you probably have noticed one of the newest Zoho features: the new checkbox option available labeled “Enable History Tracking.” What happens…

Improvements to Mass Email Feature in Zoho’s Email Service

December 12th, 2018

Mass emailing with the Zoho email service just made some major improvements that make the features so much easier to use. Access to the mass email wizard While viewing a…

New Features with Mail Merge Templates in Zoho Mail Suite

December 4th, 2018

You can now add subforms and related lists to mail merge templates in Zoho Mail Suite.  If you have a module in CRM that contains a subform (more information on…

Zoho CRM Templates and Cloning Capabilities

November 20th, 2018

It used to be that in order to clone Zoho CRM templates, you had to use the good-ole copy and paste, but no more!  With recent updates to the ever-evolving…

Zoho CRM – Customize Business Hours and Create Shifts

October 29th, 2018

Zoho now supports customizing your business hours, where you can specify different hours for each day.  You can even create Shift hours, in specific time zones and assign to specific…

ZOHO CRM – Linking Emails to Specific Deals

October 29th, 2018

Repeat customers will have multiple Deal records in Zoho.  Zoho now has a feature where it links emails to/fm Contacts to its best guess at the related deal.  If there…

Zoho CRM + Zoho Meeting – easy online meeting solution!

October 29th, 2018

Did you know Zoho has a “virtual meeting” application similar to or GoToMeeting?  Its called Zoho.Meeting.  Once integrated with your Zoho CRM account, you can easily make any Event…