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ZOHO CRM – Relate a record to more than one user

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:

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ZOHO CRM – Viewing Other User’s Calendars

Viewing other users’ calendars in Zoho CRM is as easy as 1-2-3…

  1. Open your calendar in CRM by clicking on the calendar icon in the upper right corner and clicking on Day, Week orMonth links at the bottom.
  2. Click the drop down in the upper left corner of the calendar view and choose Users
  3. Click the checkboxes next to the names of the users whose calendars you’d like to view and Click Done

RESULTING DISPLAY:

 

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ZOHO CRM – Custom Module Record Name – use auto-number instead!

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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ZOHO CRM – Create fields on Import

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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ZOHO CRM – New and Improved De-duplication tool!

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!

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ZOHO CRM – Create Dashboards from Matrix Reports!

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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ZOHO CRM – Import Improvements

You may have noticed by now an enticement to try the new record import user interface… don’t be afraid, try it!  They’ve fixed so many inconveniences with the old interface and added some great new features!  Here are just a few… Read more

Suzanne Kirkland No Comments

ZOHO CRM – get a list of contacts that opened email

Using Views  and filters you can pull a list of contacts that have interacted with your email in a specified way.  For example, you can filter the list of All contacts to just those contacts that have opened an email from you within the last two days, by setting the filter in the picture at right.