In addition to installing the Glances browser extension, you can install Glances directly to Zoho as a widget. This widget will automatically search for records when you're on an account, contact, or a lead. Additionally, it can be added to Zoho's home dashboard. By default, the widget searches for email address and if none is found, will search by a name.
Here's how to create and add the widget:
- From within Zoho, click the Settings gear icon in the top right.
- Click Widgets.
- Click Create New Widget.
- Enter the following information:
Description: See data across connected apps
Widget Type: Related List
Base URL: https://m.glances.com/?source=zoho
- Click Save.
Now that you've created the widget, you can add the related list to an account, contact, or a lead.