Zoho CRM - Connected Records Enhancements for CRM For Everyone

Zoho CRM For Everyone has introduced several enhancements to Connected Records, making module connections easier to manage and configure.

• You can now associate Org modules (such as Invoices and Accounts) as Connected Records, in addition to the previously supported Team and Custom modules.
• Modules associated through Connected Records are now grouped into two sections: Configured Modules (those linked via Connected Records) and Other Modules (those not yet associated), making it easier to identify and manage connections.
• By default, only Custom and Team modules appear in the drop-down; Org modules must be explicitly enabled from the Module Layout page.
• A new View Configurations option in the Connected Workflows tab provides a summary of all modules associated with a selected module, letting you view and edit configurations from a single page.
• A new Connected To field is available in Connected Workflows, allowing you to configure workflow triggers based on the specific associated module from which a record was created.
• For example, you can now trigger automatic email notifications when a feedback record is created from a specific module like Product Demo.
• A maximum of 30 modules can be associated to a selected module through the Connected To field.

Availability: All editions in Zoho CRM For Everyone. Users with Module Customization permissions can configure this feature.