What's New in Zoho CRM

Admins can now create categories to group values within analytical components and enhance data analysis. This feature supports picklist, currency, number, decimal, and percent fields, which simplifies the visualization of grouped data across multiple components and improves overall data insights.

Catalyst Solutions provides ready-to-use, customizable solutions to streamline bulk data processing in Zoho CRM. It automates bulk read, process, and write operations.

Dashboard filters refine all relevant dashboard components in one go. Instead of manually tweaking each component or switching to a different tool, users can now use dashboard filters to get the view they need instantly from Zoho CRM's Dashboards tab. In addition, you can download a component's underlying data in CSV and Excel (XLS) formats.

The email thread view is now available for emails sent from the Cases module. This enhancement offers better readability and convenience. With the thread view, it's now easier to check for all replies related to a particular email sent from Zoho CRM's Cases module.

Despite being straightforward, our custom keyword analysis in VoC has lacked context and was potentially confusing for CRM users. Thus, to provide more accurate analyses, VoC will hereafter deconstruct customer responses as keyphrases.

In addition to usual sources, connect your online reviews, discussions, messages, and more with Zoho CRM and include them as custom sources for VoC analyses. This way, you can funnel in unsolicited feedback and opinions about your business and act accordingly.

- Include or exclude record IDs in the following places: Export preference, scheduled reports settings, and email sending options. - Add related records' IDs from the column selector to display in the report and their exports. - Choose a record currency to display in reports in addition to your native currency. - Track recently deleted reports via audit logs.

Data entities like web tabs, layouts, sections, wizards, and wizard screens and segments are now available for translation in Zoho CRM. All you have to do is to export the language file, provide the equivalent terms for these entities, and import them into CRM to reflect these entities in your desired language.

Admins can now create categories to group values within analytical components and enhance data analysis. This feature supports picklist, currency, number, decimal, and percent fields, which simplifies the visualization of grouped data across multiple components and improves overall data insights.

Dashboard filters refine all relevant dashboard components in one go. Instead of manually tweaking each component or switching to a different tool, users can now use dashboard filters to get the view they need instantly from Zoho CRM's Dashboards tab. In addition, you can download a component's underlying data in CSV and Excel (XLS) formats.