Zoho CRM - Release Notes

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