Welcome to Q3, and your Zoho Updates for July 2021! With the first half of the year at a close, we are sharing just a few notable updates this past month from Zoho including on-premise Zoho Creator options, Microsoft-BI Integration, and multi-org sign in for CRM.

Get all the details for What’s New, Zoho Updates July 2021. 

General Zoho Ecosystem Updates

In case you missed it last month: Important information from Zoho regarding price changes can be found here. If you have questions about this change or wish to schedule a consultation to discuss, please contact us using the form at the end of this article.

New Features & Improvements from Zoho

Zoho CRM

• Good news for multi-org Zoho CRM users! “Zoho CRM allows users to access multiple organizational (CRM) accounts using the same email address. This is especially useful for organizations who maintain different CRM accounts to manage their business, such as a franchisee or a subsidiary.”

• A CRM improvement now searches for similar records using unique fields, plus system-defined fields in the Leads module when converting Leads to Contacts and Accounts. Then, based on whether a value is available or not available for these fields the system will either ask to create a new record or merge with existing record.

• You can now copy Campaign Member status from from CRM account to another while copying customizations.

• Introducing Zia Reasoning in Assignment Rules! Zia now determines a pattern from your existing data to automatically assign the most appropriate owner for a record. Of course, admins can disable or enable the contributing fields to enhance Zia’s owner suggestion skills, too.

 

Zoho Creator

• Creator Reports embedded in the Pages component have been enhanced. They will not appear as a larger window in Pages, and helps standardize the appearance of the detail view when embedded. Additionally, the user interface is improved, and several minor bug fixes were rolled out with this set.

• Notable announcement from the Creator team says that “Zoho Creator On-Premise was launched recently to help businesses host their apps on their own servers.”  If you’re interested in this solution, please don’t hesitate to let us know, we’d be glad to help you determine with On-Premise is a fit for your organization.

• Microsoft Power BI desktop app connection is now available in Creator. It “brings together multiple software services, apps, and connectors to convert data from different sources into a collective, meaningful combination of information to obtain visually insightful data.” 

• Good news for app creators! After several months in the works, Creator’s V2 upgrade is now in place, and brings Improvements including improved security, better error handling, improved performance compared to V1, and more. 

• With this new enhancement, you can import data from a live app and update existing records while importing. This includes the addition of “Smart Suggestions” to provide intuitive recommendations while importing data.

 

Issues Notices from Zoho

 Zoho Creator

• Creator bug fixes addressed this month include those that address: downloading page as PDF, visibility permission in subform field, editor popup in notes field, and localization in rich text field.
• Creator Android app Version 6.4.8 subform fix addresses issues with dropdown field and OCR field in subform.

 

Have a question we didn’t answer here?  If you have questions or would like to connect with one of our consultants, schedule below. We’re also available by phone, just call our offices at (888) 207-4111.

 

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