2010 has been a
year of integrations for Zoho CRM.
It has been a successful year with lots of internal and external
integrations. Before we
bid farewell to 2010
, we are rolling out a few
more UI improvements in Zoho CRM.
Here they are:
Earlier, we were supporting 17 types of custom fields, like Text, Decimal, Formula, Lookup, Pick List, etc.
Now, we have added the
type custom 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
from the List Views.
This option will save you a few clicks while closing tasks.
Another addition is the
field for the line items. This will help you include a small description of
the products associated to Quotes, Invoices, Sales Orders and Purchase
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
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.
We hope you like these improvements. Please share your suggestions and comments with us.
Happy New Year!