CRM attachments in Workdrive - but there is a hitch CRM accounts without storage add-ons can now migrate their file...
Migrate CRM storage to WorkDrive
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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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Zoho CRM Review process updates
Review process - Do you approve? There are two ‘Approval’ processes within Zoho CRM. One (Approvals) has been around...
Zoho CRM Related List
Related list - See more and do more The related lists on a particular record show you the connections or associations...
Zoho CRM Layout Rules – Game changer!
Layout rules - I need to sit down Well this one came out of nowhere. We’ve used layout rules on a module in CRM for...
Respond faster using snippets in tickets and now in comments
Snippets - Type at the speed of snippets Desk support agents are often have to pay immediate attention to a ticket or...
Zoho Desk Sentiment analysis gets a model upgrade and expanded language support
Sentiment - More accurate at last Desk’s native sentiment analysis (accessible via Setup > Zia > Intelligence...
Custom form link name Zoho Forms
Custom form link - Boring but useful This is not a major enhancement but one of those nice-to-haves that Zoho are good...
Zoho Forms Autofill logged-in user details
Forms autofill - Just a good idea It has always been possible to automatically fill in user details when completing a...
Zoho Forms grid layout
Grid layout - A long time coming but now it's here! It is now possible to use columns within a form. An excellent...
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