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...
Maintain Your Data Better with Zoho Validation Rules Keeping up with the new automation features, Zoho announces the release of Validation Rules within CRM. The Validation Rules will allow control over the data kept in your CRM fields. For example; say your company...
Keeping Track of Records If you’re like us, you have thousands of contacts in your CRM, and not enough time or resources to keep track of all of them. Zoho’s new CRM update provides new filter tools – Touched Records, Untouched Records, Record Action, and...
Using Zoho’s Email Parser for Automated Data Entry In their latest update, Zoho came out with an Email Parser in order to automate adding a record’s information into Zoho CRM. The email parser has the ability to add a new record to any module within your CRM....
