Zoho CRM’s Post

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🆕 From accessing Zoho WorkDrive directly from your CRM to enhancements to Zia Presentations, here's everything new in Zoho CRM in September 2024! 🎥 To know more, watch the full video here: https://zurl.co/nMW0 #WhatsNewinZohoCRM

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This update focuses on improved collaboration, automated presentations, enhanced validation rules, and increased flexibility in Kanban view customization. Zoho CRM and Workdrive Integration: Seamless access to Workdrive directly through the Documents tab for improved collaboration. Manage access levels through team folders and permissions. Attachments get automatically saved in a structured format within Workdrive. Zia Presentation Enhancements: Admins can now choose recipients for presentations (specific users or entire organization). Select modules to configure Zia for automated presentations based on usage data or manually configure them. Presentations can be delivered via notifications or Zoho Cliq with flexible scheduling options. The Presentation feature is now located under the Zia section. Validation Rule Improvements: Users can verify fields and save records directly with the new "Field verify and Save" option. Choose between "Stop with error" or "Allow by alert" behavior for validation errors and customize where error messages appear. Kanban View Customization: Activities module now allows customizing Kanban boards based on picklist fields. Select the relevant field and the board automatically updates to reflect those changes.  To know more, watch the full video: https://lnkd.in/gVskPTcX #zoho #zohocrm #features

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