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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Customisation
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...
Zoho CRM Sandbox now supports integrations
Store CRM attachments in Workdrive online storage Zoho are now expanding Zoho CRM Sandbox to support integrations with...
CRM Import Revamp
Zoho have refreshed the import feature. You can now manage large, complex imports, particularly those with related...
Smarter CRM data exporting
Smarter exporting - Secure your exports Exporting module data in Zoho CRM has been improved with enhanced security and...
New Address field
New Address - Answer looking for a question Zoho have introduced a new type of field in Zoho CRM. It is an ‘address’...
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