Are you searching Zoho the right way?

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...

Careful Where You Click

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...

What is the Recent Items Icon at the Bottom Right?

Sometimes we get so used to looking at something that we miss what is right in front of us. For example, have you noticed that Recent Items icon at the bottom right of the Zoho CRM screen? This is one of my favorite areas to click in Zoho. It remembers the last 20...