Release Notes

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We proudly announce the release of Single Sign On enabled Zoho CRM. This release brings about a significant transition for Zoho CRM into the Zoho SSO environment. Henceforth, Users can access Zoho CRM from any of the Zoho services and vice-versa. In addition, we also share the Multiple Web Forms option and the significant enhancements made in Workflow Rules.

SSO Transition

With this release, Zoho CRM becomes a part of Zoho SSO. This means users once created within the Zoho CRM need not create a different account (User name and password) for accessing other Zoho services and vice-versa.

Some of the apparent changes on Zoho SSO transition are:

• CRM Users can access other Zoho Services with a single user name and password.
• Personal information in CRM will be divided into two parts, SSO-specific details and CRM service-specific details.
  
• CRM Administrators cannot reset password of the users.
• System-level Email messages (Task reminders, lead assignments, payment-related etc.,) of CRM service will be sent to primary email address configured in Zoho Accounts.
• Users are strongly recommended to access the CRM service after accepting the invitation (valid for 7 days) email from the system.
• Existing CRM users will be prompted to create the new User Name and password while logging in first-time after SSO transition.

Your data is 100% secure during SSO transition.

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Multiple Web Forms 

The new Web forms are designed with enhanced and secure functional capacity. Adding to the enhancements is the option of creating  multiple Web forms and having them all active.

Release Date: August 10, 2008

1. Volume Discounts in Quotes/Orders/Invoices

Zoho CRM provides you option to choose your Discount  Model based on your business requirement. The options of  No Discount / Flat Discount / Differential Discount enables users with flexible discount model to suit business needs.

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2. Case Escalation Rules 

(For Enterprise Edition Users)

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3. Contact Assignment Rules

Earlier we were providing assignment rules for Leads and Cases modules. In this release, we are extending assignment rules to the Contacts module, which helps users to automatically assign contacts generated through Web-to-Contact form or import tool to the users within organization.



These rules can be defined based on customer segmentation, type of service, or sales demographics. Learn More

4. Configuration of Fiscal Year

This option allows you to configure the Fiscal Year Settings according to you organization's Fiscal cycle. Once the Fiscal start month is selected, fiscal quarters are automatically rolled up.

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5. Rounding support for Currency fields

The custom field in Currency type provides users to define the decimal and the precision settings based on selected currency locale.

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6. Enhancements in Product Customization & User Interface

• Fully customizable lead conversion mapping with a facility to map standard/custom fields with accounts/contacts/potentials
• Implementation of double opt-in functionality using Unsubscription Form
• Drag & Drop option for Picklist Editor
• Expand/Collapse Left hand Sidebar for a better work area
• Navigation of Records in Find & Merge tool for Leads, Accounts, Contacts, and Vendors modules
• Filter data by empty value in Reports, custom views, and workflow rules
• Display of created time in Notes related list view
• Display of active users in the Calendar (day/week/month) view
• Decimal value check for Age in Days function in Custom Views
• New custom views, such as Tomorrow Tasks, Today + Overdue Tasks, and Next 7 days + Overdue Tasks in Activities module
• Adding same product multiple times in the Product Line Items section while creating Quotes, Orders, and Invoices
• Display of Modified Time for the sales stages in Potentials module
• Editing of Expected Revenue field in Potentials module
• Invite leads and contacts for events

7. Enhancements in Public APIs

• API methods for Product Line Items in Quotes/Orders/Invoices
• API Key for Personal Users
• API - record detail shown in response after insert and update record

8. Pop-up Reminders for Activities

(For Enterprise & Professional Edition Users)

9. Scheduling of Data Backup

• Request data backup on weekly, monthly, or yearly basis
• Online store integration for requesting data backup to avoid delay in schedulers

Release Date: April 16, 2008

1. New Features

Roles-based Security Administration 

• Profiles for managing CRM module-level permissions
• Roles for modeling organizational hierarchy and setting up data sharing rules
• Groups for sharing the data among various departments
• Field-level security for controlling the access rights (View or Edit) of fields in CRM modules
  

Important Note: All our existing users are requested to refer the Transition Guide for Security Administration before making any changes in the new role-based security modules (Profiles, Roles, Groups, Data Sharing Rules, and Field-level Security).

Auto-responders

• Manage series of auto-responders for a better customer communication
• Manage target email lists before scheduling auto-responders
• Exclude leads and contacts from target lists once the response is received
  

2. Major Enhancements

Product Customization

• Customization of fields in the Related List Views
• Enhancements in the customization of Pick list values
  
• New custom field support for managing decimal numbers
• Storing singular label value for Tabs while renaming the tabs (Ex: Leads - Plural, Lead - Singular)
  

Inventory Management

• Automatically update the Stock information once the Purchase Order is approved
• Find and Merge the duplicate records in Vendors module
• Convert Quote to Sales Order or Invoicein a single click
• Convert Sales Order to Invoice in a single click
• Add account information automatically while creating quotes/orders/invoices from the potentials
  

Data Administration

• Import 10000 records per batch in Professional Edition. The import limit has been extended to 20000 records per batch for Enterprise Edition
  
• Perform de-duplication check while importing the data. (Available in Enterprise Edition)
  
• Generate reports by linking Email module with other CRM modules

3. Other Enhancements

• Send email to the contacts related to business potentials
• Attach multiple documents while creating email templates
  
• Add additional attachments without changing the old one from the template
• Populate account details automatically while creating contacts for the account
• Add Full Name before the From email ID (Ex: "John Doe" <jdoe@testdomain.com>) while sending an email to lead and contacts
  
• Activate or Inactivate users in bulk
• Performance improvements in the Outlook Plug-in
• Upload and remove attachments while adding email from MS Outlook to CRM
• Attach e-mail to the respective lead or contact while sending it from MS Outlook
• Overhaul of the User Interface
• SSL support for Enterprise/Professional Edition
  

4. Internationalization

• Chinese
  
• Japanese
  
• Brazilian Portuguese
  
• European Portuguese
  
• UK English
• Swedish

Other Languages: French, German, Italian, Spanish, and Vietnamese

5. Wiki-based Context-sensitive Help

Release Date: September 23, 2007

Product Customization

• Personalize company logo in your Zoho CRM home page. Click Here
• Manage Lookup type custom fields in all modules.
• Create custom fields in a single step for Leads, Accounts, Contacts, and Potentials. While creating a custom field in the Leads module, now you can duplicate the same custom field in Accounts, Contacts, and Potentials modules
• Customize name format of the Leads and Contacts (Salutation, First Name, and Last Name can be positioned as per user requirements)
• Multiple time formats support for Date & Time Fields in Events - AM/PM & 24 hours formats
• Search with two character strings, such as BP, NJ, etc (Ex: USA State code)
• Schedule mass mail as per your campaign timetable. Watch Demo Video
• Edit email template after choosing the template in composer, so that you can make some necessary changes before executing mass mail

Data Administration

• Export your complete CRM data in a single step – Click Here
• Export Data from Products, Quotes, Orders, and Invoice modules

System Administration

• View files storage usage of your company on per user basis

Lead Management

• Print mailing labels for leads in your CRM account - Click Here
• Notify lead owner upon creation of a lead from web site
• Additional default view called “My Converted Leads”
• Send personalized emails to the selected leads from Leads - list view

Contact Management

• Print mailing labels for contacts in your CRM account - Click Here
• Associate same contact with Vendor and Account
• Send personalized emails to the selected contacts from Contacts - list view

Case Management

• Associate customer reported Cases with Accounts and Potentials

Reports & Dashboards

• New standard “Sales Orders by Owner” report for tracking sales orders on per user basis

Activities & Calendar

• Create Tasks and Events instantly
• Send reminders to Zoho CRM users before start of the tasks or events
• Invite your co-workers and customers for upcoming events
• New standard views in Activities module

Inventory Management

• Generate invoices for contacts for B2C process. Earlier, account name was mandatory for creating invoices
• Add product description in invoice/quote page layout, so that users can add some information about the product while printing the Invoice

Outlook Plug-in

• Synchronize selected Contacts, Calendar Events, and Tasks between Zoho CRM and Outlook
• Check for the duplicate records before synchronizing Contacts, Calendar Events, and tasks between Zoho CRM and Outlook
• Associate inbound Outlook emails with Zoho CRM – Contacts or Leads