Thursday, June 25, 2015

ZOHO CRM - Following records using the Feeds Module...

You can quickly track and review the activity on records in Zoho CRM using the Feeds module.  Simply "Follow" the records of interest by opening the record and clicking the Follow button (top right).
To quickly view activity on your records of interest...

  • Open Feeds Module, by clicking on "Feeds" in the top navigation bar (if its not showing, you may need to ask your adminstrator to add the module to the list of active modules - Setup-> Customization-> Modules-> Manage Modules (then click Feeds on Left side and click Right pointing arrow).

  • Click "Followed by Me" down the left side and you'll see the list of records you are following.
  • Choose a Record and click the arrow on the right to reveal the information. (Note clicking the record name will open the record)
  • Three Tabs of information are available
    • Info (general information)
    • Timeline (record history displayed in timeline format)
    • Conversations (social and email).
You can also use Feeds for Group Chats.  Simply Create a Group and start posting!  You can even attach documents to your posts.

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