If you are sending a lot of emails within Zoho CRM, wouldn’t it be helpful to get some email insights on these? Luckily Zoho CRM email reports can help – but first you will need to turn on Email Insights. Read More
When you create a Zoho CRM picklist field, you get to decide whether to have the values appear in the order you entered them or in alphabetical order. Wouldn’t it be nice if you could sort your data based on how you set up your picklist? Luckily, Zoho has now added this capability! Read More
Zoho CRM tooltips all you to give your users helpful hints when filling in a field. They can help ensure better quality data and avoid too many questions.
Report Folders are a great way to organize your reports. Zoho provides a set of standard report folders, organized by module, as well as report activity (recently viewed, created by me, etc…). In addition, you can create your who folders and control how others can access them. Read More
If you have worked with Zoho CRM subforms before, you know that a major limitation was being able to import data. Zoho has now added this functionality! Read More
We are often asked whether you can see the Zoho CRM Notes you add to one record in a related record. The short answer is – it depends. Read on to learn more. Read More
When you use a CRM there are times you want others to be able to access your account. Read on to learn three ways to share records in Zoho CRM.
A Zoho CRM portal is a tool that allows third parties to access your CRM. This could be customers, vendors or partners. You can decide what they can whether they can create, edit or just view the data for specific modules. Read More
Zoho email notifications are one of the most common automations our clients need. Read on for some of the recent enhancements Zoho has made in email notifications. Read More
