Improvements to Mass Email Feature in Zoho’s Email Service

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Features available in Zoho email serviceMass emailing with the Zoho email service just made some major improvements that make the features so much easier to use.

Access to the mass email wizard

While viewing a list of records, pre-select the records that you want to send a mass email to, and click the “Send Email” button (shown below), or you can still select Mass Email from the more actions menu (…) on the right.

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New Features with Mail Merge Templates in Zoho Mail Suite

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New features in Zoho Mail SuiteYou can now add subforms and related lists to mail merge templates in Zoho Mail Suite.  If you have a module in CRM that contains a subform (more information on subforms), you can now display the subform information in a mail merge template. Likewise, modules that have related lists, information from the related lists can now be pulled into mail merge templates as well. Here’s how:

Templates in Zoho Mail Suite

When creating a mail merge template in Zoho Mail Suite, under the tools menu, you’ll now see “Insert Dynamic Tables” in the list of merge fields.  When you click on a “Dynamic Table” from the list, the list of fields in the table will be displayed for your selection as shown below. Select the fields you want to include in the table and click “Create Table.”  The table is inserted into your document, where you can then add formatting and styling.

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Zoho CRM Templates and Cloning Capabilities

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Cloning Zoho CRM templatesIt used to be that in order to clone Zoho CRM templates, you had to use the good-ole copy and paste, but no more!  With recent updates to the ever-evolving and improving Zoho CRM, cloning Zoho CRM templates is now just a single click and a fairly simple process. In our latest post, we go over the steps to show you how you can easily clone a template in Zoho CRM in just a matter of seconds.

Cloning templates in Zoho

Cloning templates in Zoho CRM can be done is just three simple steps, as shown below:

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Scheduling Business Hours and Creating Shifts in Zoho

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With Zoho, scheduling shift hours is simpleWith Zoho, scheduling customized business hours and allowing users to specify different hours for each day has never been easier with its new feature update.  You can even create shift hours in specific time zones and assign to specific users.  Here’s how:

  1. Setup->General->Company Details
  2. Select “Business Hours” in the horizontal navigation menu towards the top to open the Business Hours Definition screen
  3. Click “Custom Hours” and set your hours
  4. Click “Save”

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Linking to Specific Deals in Zoho Email Settings

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Link to deals in your Zoho email settingsRepeat customers will have multiple deal records in Zoho.  There is now a feature where Zoho allows users to customize their Zoho email settings so that they can link emails to/fm contacts to its best guess at the related deal. If there is more than one deal open, it will link the email to the deal with the latest modified date. So what if Zoho guessed wrong?  You can manually unlink an email from one deal and connect it to another in your Zoho email settings. Here’s how.

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Zoho Meeting + Zoho CRM = Easy Online Meeting Solution

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Integrating Zoho CRM and Zoho MeetingDid you know Zoho has a “virtual meeting” application similar to join.me or GoToMeeting?  It’s called Zoho Meeting.  Once integrated with your Zoho CRM account, you can easily make any event a virtual meeting with the click of your mouse. Here’s how.

How to turn events into meetings

Step 1:  Set up integration with Zoho Meeting

  • Setup->Marketplace->Zoho
  • Click Install under the Zoho Meeting tile
  • Click Continue

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Using Zoho Connections to Invoke the API

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Using Zoho Connections to Invoke the APIWhen writing custom functions in Zoho CRM, there are times that, when we add or update a record in the custom function, we need to trigger existing workflow. The only way to do this is to use the Zoho API within the custom function when adding/updating the record and set the trigger to workflow.

With the new API 2.0, this can be a tad more cumbersome to first set up the client, get the refresh token, and then copy and paste all the long strings into every custom function where you use the API.  Enter connections:  It is fairly simple to set up a “connection” for the CRM API, and then refer to that connection when invoking the URL. Here’s how:

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