Latest Feature Updates and Enhancements
These changes have been recently rolled-out to Zoho CRM.
The storage space is categorized into Data Storage and File Storage and each has its limits. Data Storage includes the records across all the modules and notes that are added to them. It also includes the data in the recycle bin. File storage includes all the Images, Attachments, and the Documents that are associated with a record.
While deleting a user you can transfer all their open records, assignment configurations, and the rule-based criteria to another user.
The method to sign-in to Zoho CRM Outlook plugin will use OAuth instead of Authtokens.
Add the SalesIQ link in email or email templates to identify when a lead or contact visits the webpage.
Validate the data that is entered in CRM with another database using functions.
You can specify whether the tax rates of a product can be modified by the users and if they should be auto populated while adding it in the invoice. The option to modify tax rates is available for a period of 6 months.
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Workflow Field Updates
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Is the video upload feature supported on the Mobile App?
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