Creating Views in Zoho CRM

This video tutorial teaches you how you can build your own Zoho CRM Views. I start with showing you how to create a simple view and then build on that same view to have Zoho produce the filtered list that I want to display. We then progress to more complicated views...

Zoho CRM List View Update

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...

Hiding details

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...

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...

Adding Zoho CRM to your Browser Default Page

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...

Two Ways to Make ZOHO CRM Field Edits

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...