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Many To Many Record Associations Be Records In The Same Module

Many To Many  Record Associations Be Records In The Same Module

You can now create a many-to-many association between records from the same module using the multi-select lookup field. Put another way, a record from a module can be associated with another record from the same module. We have wanted this new feature for some time.  Kudos to the CRM team.

Zoho CRM Blueprint 3.0 Released

Zoho CRM Blueprint 3.0 Released

A lot of enhancements here including: SLAs now support automated actions.. “Same-state looping” has been added. Automatic Transitions  And much more. You can read all about it here.

Zoho CRM Data Security

Zoho CRM Data Security

This guide by Zoho gives an in-depth look at Zoho CRM Data Security. Constant updates and improvements to data security help ensure companies are protected from malicious attacks.  Understanding these security layers is a must in today’s business world because without it you’re in trouble. In this guide, you will find what they are and […]

5 CRM Mistakes That Make Your Life Harder

Your CRM should improve your life, not make things more difficult. Here are five mistakes that most users make, and reliable ways to avoid falling into that trap. Low-Quality Noise Data is the lifeblood of any CRM. It is far better to have less high-quality data than heaps of low-quality data. Low-quality information quickly becomes […]

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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