There are two ‘Approval’ processes within Zoho CRM. One (Approvals) has been around for many years and acts to simply lock a record in order that it can be approved by a user or a group of users etc. The ‘whole’ record needs to be approved.

The other process is called ‘Review’. Here you can define certain fields that need approving. Until now the actions that you could programme during the process were limited to emails and field updates but now you can call custom functions (code) during the review process. So the world is now your oyster regarding what you can have happen during the review process – sweet! If you want to set in train another process, update other related records or ring a big red light on the wall just about anything is possible.

We know that not many of you use the Review process but this enhancement gives huge flexibility on what can be achieved once a record is submitted for review.

Please get in touch with Clareti if you have any questions. This feature is currently with Zoho partners for testing but will be rolled out very shortly to a Zoho CRM system near you.