Zoho News, Tips and Tricks

The CRM Asia Solutions blog contains the latest Zoho news and useful tips and tricks for the full suite of Zoho online business solutions

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Exporting Segments of Data from Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Wednesday, 07 March 2012 Category Zoho Tips and Tricks! 0 Comment

Zoho CRM can be used to segment and export data such as leads, contacts and other data, which can then be used in other software, for example in email marketing apps. Here's how...

Tags: data filters, zoho crm, export
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Creating Custom Views in Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 03 September 2011 Category Zoho Tips and Tricks! 0 Comment

A 'view' in Zoho CRM is a filter, available on every module, which if used properly can be a great way to increase productivity and get access to accurate information.

Tags: data filters, view, zoho crm
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How To Add a Date Range as a User Filter on Zoho Reports

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Sunday, 24 July 2011 Category Zoho Tips and Tricks! 0 Comment

A new feature in Zoho Reports allows you to add User Filters on the fly, based on any field in your reports database. Here are the steps to add a Date filter in your Zoho Reports database.

Tags: zoho reports, data filters, date ranges
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