Zoho news, CRM insights and tips
“Selected articles, industry talk and important Zoho updates from Clareti”
Neil Weston
Head of CRM, Director
We record here aspects of Zoho that we consider to be important or interesting. They may appear esoteric sometimes however our experience would indicate that the subjects may be significant or make you think about how your business may be improved or time/money saved by exploring the particular discussion area.
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Respond faster using snippets in tickets and now in comments
Desk support agents are often have to pay immediate attention to a ticket or acknowledge instantly. Organisational…
Zoho Desk Sentiment analysis gets a model upgrade and expanded language support
Desk’s native sentiment analysis (accessible via Setup > Zia > Intelligence > Sentiment Analysis) evaluates…
Custom form link name Zoho Forms
This is not a major enhancement but one of those nice-to-haves that Zoho are good at addressing every now and again….
Zoho Forms Autofill logged-in user details
It has always been possible to automatically fill in user details when completing a form but it involved Field Aliases…
Zoho Forms grid layout
It is now possible to use columns within a form. An excellent enhancement and one that has been long in the making….
Zoho CRM Sandbox now supports integrations
CRM accounts without storage add-ons can now migrate their file storage to Zoho Workdrive. Admins of these accounts…
CRM Import Revamp
Zoho have refreshed the import feature. You can now manage large, complex imports, particularly those with related…
Smarter CRM data exporting
Exporting module data in Zoho CRM has been improved with enhanced security and flexibility features. Now, when you…
New Address field
Zoho have introduced a new type of field in Zoho CRM. It is an ‘address’ field, designed to make it easier to capture…