Zoho CRM Developer Edition Testing new customization within your CRM is always scary when using live company data. Zoho’s new CRM Developer Edition allows an added CRM account, which functions with test data, and has no effect on live data. Zoho touts this feature as...
Additional Date Within CRM Modules through Subforms Zoho CRM already allows a lot of customization within each module, but there is certainly more that can be added. With the newest update, Zoho released Subforms within CRM modules. The subforms are basically a table...
Let Zoho’s Virtual Assistant, Zia, Set Your Reminders Do you have time to set reminders for every single contact in your Zoho CRM? No? Neither do we. But Zoho is here to help. In the newest Zia update, Zoho has released the ability to set reminders for records,...
Zoho Desk and Zoho CRM Integration Zoho Desk is Zoho’s Help Desk application that utilizes the use of tickets and KnowledgeBase in order to best serve customers. Zoho has now introduced an enhancement to the Zoho Desk to Zoho CRM integration. This includes added...
Widgets in Zoho CRM With the release of their newest feature, Widgets, Zoho is aiming to support external applications within the Zoho CRM. The widgets allow building of embeddable UI components, along with integration, within the CRM. Zoho currently supports four...
Allowing Multiple Owners for a Record in Zoho Zoho has released the ability to have more than one owner of a record (up to three) within the CRM. The added users will be considered “co-owners”. The co-owners will have the ability to view and edit the related list of...
