Zoho CRM What is New

We are very happy to announce our new release. In this release, we have mainly focused on the Role-based security administration for medium-range organizations, auto-responders as part of the email marketing, enhancements in data administration, customization of the product, usability enhancements and reports. In addition, we will be supporting many international languages and Wiki-based Context-sensitive help for all features.

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