EOL Announcement: Zoho CRM Plug-in for Microsoft Outlook
Zoho is going to EOL their old Microsoft Outlook Plugin for Zoho CRM. Fear not – you have a lot of options that are, in most cases, better solutions.
Zoho CRM iOS Mobile App Dashboard (Analytics) Update
Zoho has revamped the Analytics /Dashboards module in appearance and functionality. It now provides a complete overview of the sales process.
Zoho CRM Will Now Require “CRM Users” First Name As A Mandatory Field
This is a bit of a rambling post. But the bottom line is the when you set up a New CRM User, you will be required to fill in the “First Name” field.
Adding An Account Name From Another Module Will Now Pop Up a Wizard
This change will allow for a more detailed creation of an account from Contacts, Accounts, Deals, Quotes, Sales Order, Invoices, and Cases.
Zoho CRM Blueprint Updates
Some nice updates to Blueprints: Parallel Transitions Transition Enhancements Widgets support. Multi select and Multi-user look up fields support Increase in number of fields supported in During Transition
New External ID Field Support In Zoho CRM
When integrating a third-party application, developers may want to store the third-party reference IDs in Zoho CRM’s records. To meet this need Zoho has introduced the External ID field. This is a custom single line field in a module in Zoho CRM for storing a record’s unique external ID.
Zoho CRM Enhancements to Webforms and A/B testing
3 nice updates. The big one being that after the A/B testing is completed, you can launch the winner automatically
Zoho CRM Portal Pricing Changes
Zoho has revised the pricing of portals. (The price went down.)
Zoho CRM “Unsubscribe” Feature Has Been Revamped
These changes will not impact the existing unsubscribe links, except these links will not be listed under the list of unsubscribed links.
Zoho CRM Wizards Enhancements
A bunch on new features for Zoho CRM Wizards. If you haven’t tried Wizards they allow you to create CRM records with forms that are easy to navigate, and allow you to guide your sales team with notes
