Zoho CRM – Subform Conversion Mapping Subforms continue to evolve to offer more options and is quickly becoming a viable tool within the CRM. Earlier this year the capability to run reports from Subforms was added and now you can create a Subform and during...
Ready-to-Install Online Meeting Apps for Zoho CRM Recently the ability to tie in Zoho Meeting when creating an Event in Zoho CRM became an option, when creating your Event you can choose “Make this an online meeting” and it will create the Event in...
Updates have been made for recurring tasks and reminders: Recurring tasks can be set using Due Date Custom repeat types can be configured Editing the repeat type after task is created Stop recurring tasks Enhancements in Reminders Notify Owner For a full...
May 2019 Updates: Set validation rules for estimates Exclusive Inbox for Expense Receipts Store all your expense receipts in one place. Upload, auto-scan your expense receipts or have your expenses mailed to your Zoho Books account. Choose multiple...
Automate frequent tasks with Custom Schedulers Custom Schedulers allow you to create and automate tasks on a recurring basis, they can run daily, weekly, monthly or yearly. Multi-select Custom Fields Multi-select fields allow you to choose more than one option vs....
Set validation rules for estimates You can choose the field for which you want to set, select the required condition, customize the alert message that should be thrown when the validation is not met. Choose multiple values for a custom field Multi-select fields allow...
