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Email Templates are now available in the Zoho CRM mobile app
The capability to use email templates has now been introduced in the Zoho CRM mobile app. This means that you can very easily send standard emails whilst on-the-move. I have a client that makes collections and needs to provide photo evidence of the ...
PLC - Address Setup in Accounts - Remove Field
Removed the standard Zoho 'Billing' Address details from the 'Accounts' module Setup -> Modules and Fields -> Accounts -> Standard (the only Layout) -> Address Information Section -> ... -> Remove Field -> Save
Zoho CRM Custom Sales Signals
Custom SalesSignal The SalesSignals feature in Zoho CRM provides real-time notifications of all touch points from your leads, contacts, or potential customers. You can keep track of all the customer interactions across various channels and follow-up ...
Filter Records and Mail Merge to PDF
Sent guide on how to mass Mail Merge individual documents on a specific set of records (using filters and Tags) See attachment
Merging Duplicate Records
Merging Duplicate Records Over a period, there may be a chance of accumulating duplicate records. You can search the duplicates and merge them for a better organization of records. Find & Merge Duplicate Records This feature gives you the option to ...