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.
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
