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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
Zoho Desk : Insert HTML in Desk Templates
For a professional look, insert pre-built HTML code to your Zoho Desk Templates. Pre-requisites: Administrator Access to Zoho Desk Pre-built HTML code as required Process: In Zoho Desk, go to the settings cog and open the Settings menu: Go to ...