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  • Writer's pictureHugh Marshall

10 Zoho CRM Tips that you probably don't know!

In this article, I'll tell you about 10 Zoho CRM Tips that you probably don't know!


Recent Items

At just a click away, the recent Items button located in bottom right of your Zoho CRM provides instant access to the previous 20 records that you've accessed.

Screenshot of Recent Items Location

Button Order

If you have buttons to perform actions inside your Zoho CRM, reorder them by simply dragging and dropping them into their desired order with the top button always displayed.

Screenshot of ordering buttons

Global Search Display Order

The global search results are displayed in the order that your modules are, if you want to change the order of your results, you can change the order of your modules under Customisation settings > Organise Modules

Screenshot of Global Search Order
Lookup Field Hover Details

When hovering over a lookup field you see some details about that record the lookup is linked to. To modify these details in the customisation settings, update the business card of the module that the lookup is connected to.

Screenshot of Lookup Field Hover Details

Related List Columns - Adding

When adding related list items such as products the columns displayed are not able to be modified within the selector. By updating the Quick Create fields on the related module you will be able to change what columns are displayed.

Screenshot of Related List Columns - Adding

Related List Columns - Assigning

When assigning related list items the columns displayed are not able to be modified within the selector. By updating the selected columns on the default ALL records view in the related module you will be able to change what columns are displayed.

Screenshot of Related List Columns - Assigning

Reorder Workflows

Workflows trigger in the order that they are displayed, ensure that you reorder them to ensure that they trigger in the right sequence.

Screenshot of Reordering Workflows

Reorder Blueprints

Blueprints are assigned to a record the moment that the criteria suits. Ensure that you reorder them to ensure that similar criteria blueprints are assigned to the right records.

Screenshot of Reordering Blueprints

Reorder Blueprint Transitions

When inside the blueprint by selecting the state, you can press a small button that allows you to reorder the displayed transitions.

Screenshot of Reordering Blueprint Transitions

Colour Blueprint Transitions

Some transitions might suit different colours to help users visually by clicking on the transition you will find a colour selector to update the colours of a transition.


Screenshot of Colouring Blueprint Transitions

I hope that there was a few tips in this article that you didn't know about.


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