Thursday, August 25, 2016

ZOHO CRM - Version 2016 - Where is the record history?

Two "Record History" changes in the 2016 version:

LAST ITEMS VIEWED BUTTON:
The new location of the 'last items' button (the one that gives you clickable links to the last 10 records you viewed) - it used to be centered off to the left on the screen, now its located at the bottom right of your screen:

RECORD HISTORY AND UPCOMING ACTIONS
This area received a really nice make-over!  When viewing a record, you can now access this information in the new left nav panel, by clicking Timeline.



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