by Susan Clark | Jul 25, 2014 | New Feature, Tips
This week Zoho CRM made a tweak to their List views. List Views are controlled by the drop-down button at the upper left of each view. It used to start with All [module name] followed by the other default views. Then any view that you created was listed at the bottom...
by Susan Clark | Jun 18, 2014 | Tips
OK, a quick tip this week. Ever notice the … icon that looks like this? Whenever you are looking at any record in Zoho CRM, right under the Business Card view at the top of the screen, you should see this Hide Details button. You can click this button to...
by Susan Clark | Jun 12, 2014 | Home, Searching, Tips
The Global Search option in Zoho CRM is nice if you are not exactly sure where something is stored in your database. Most commonly, Zoho CRM users will use the Global Search option, because it is so predominantly displayed at the top right of the screen. This option...
by Susan Clark | Apr 25, 2014 | Tips
Something that you could do to make it easier to jump into Zoho CRM each day is to setup your default pages in your browser so that when you start IE or Chrome, the second tab automatically opens to your CRM. If you are using Internet Explorer: Click the Tools widget...
by Susan Clark | Apr 1, 2014 | Tips
After you have created and saved a record in Zoho CRM, there are two ways to make edits: single field and multiple fields. Let’s say you need to quickly update the Stage of a deal you are working on or you want to add a Mobile phone to the Contact’s...
by Susan Clark | Feb 18, 2014 | Searching, Tips
When you start a search in your Zoho database, a list of all records that match your criteria displays in a list view. The columns displayed in that resulting list view are dependent on the view that you started the query from. For example, if you started the search...
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