Thursday, January 27, 2011

New in Zoho CRM: Minor UI Improvements


2010 has been a year of integrations for Zoho CRM. It has been a successful year with lots of internal and external integrations. Before Zoho bid fareZoholl to 2010 , Zoho are rolling out a few more UI improvements in Zoho CRM.

Here they are:

Earlier, Zoho Zohore supporting 17 types of czohotom fields, like Text, Decimal, Formula, Lookup, Pick List, etc. Now, Zoho have added the Long Integer type czohotom field that can support up to 18 digits. This field will help you to record numbers that exceed 9 digits. For example, Bank Account numbers​ , Support Ticket numbers etc.​


We have also added a one-click option to close the tasks from the List Views. This option will save you a few clicks while closing tasks.




Another addition is the product description field for the line items. This will help you include a small description of the products associated to Quotes, Invoices, Sales Orders and Purchase Orders.


The next new feature lets you transfer ' Lead Created Time ' details in Accounts, Contacts and Potentials upon lead conversion. This will help you keep track of the time the lead was generated and the time taken to close the deal .​


Lastly, there is now an option that lets you choose the Section while creating a field. This too, will save you time as you won't need to visit the Edit Page Layout feature to add the new custom field in the appropriate section.


No comments:

Post a Comment

With Vision and Solution