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Zoho CRM What is New

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Release Date: Feb 22, 2009

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

zoho-crmWith 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.

Learn More


Multiple Web Forms 

Zoho-CRM-webformsThe 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.

 

The benefits of the new web forms are:

  • Spam free
  • Multiple forms option
  • Activation enabled
  • Password independent
  • Simple field selection



Create & Generate Forms



Submit Forms

Approve Data

Approve & Assign Records

Learn More


Release Notes of Previous Releases




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