Zoho CRM incorporated these functionalities. The main ones are:

• Selects all records in a custom view at one time

• Work with the new template editor

These new features are very useful as they help us to increase our productivity and efficiency. So let's see what they consist of:

1. Select all the records of a custom view at once

You can now select all records belonging to a custom view at once, as shown in the image, without having to go page by page.

This is very useful in the follow-up phase, as you may need to apply certain actions in bulk to all records in a view.

With this new functionality you will be able to perform the following mass actions on the selected records.

• Massive upgrade

• Change of ownership

• Delete

New template editor: 

Templates are a good way to avoid writing similar emails. That's why Zoho CRM releases a new template editor to make the task easier and faster.

For those who have ever designed newsletters in Zoho Campaigns, this editor will be familiar and intuitive.

You will design the templates by dragging and dropping text, images, tables, buttons... Choose your designs for the text and add colors to the background of your template.

Enjoy the flexibility that the editor gives you as it allows you to position and reposition elements where you want them to be. In addition, this editor still allows you to insert HTML.

Just like in Zoho Campaigns, in Zoho CRM you will now also have pre-designed templates for a promotion, invitation, confirmation, notification or celebration.

Send them in no time. Choose a template from the gallery, modify it as needed and use it. You can also preview and test your templates.

But it doesn't stop there, because now the template editor allows you to insert merge fields. Just type # and you will get a drop-down menu with a list of all available merge fields.

On top of all this, now you don't need coding to add headers and footers to inventory templates. Simply click where you want them to be and start typing to have them added.

You can choose to have them on a single page or on every page of your template. They can also be used to add page numbers.

The new editor has started to be implemented in phases and will be available to all users in 3 weeks.

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