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Add pick list values of a field from one layout to another
Add pick list values of a field from one layout to another When you have more than one layout, you may want different values from the pick list to appear in each layout. You can choose which values appear as follows: Go to: Setup -> Customization ...Zoho CRM Custom Sales Signals
Custom SalesSignal The SalesSignals feature in Zoho CRM provides real-time notifications of all touch points from your leads, contacts, or potential customers. You can keep track of all the customer interactions across various channels and follow-up ...Zoho CRM Data Sharing Rules
Creating Data Sharing Rules This feature helps you to create rules to provide access or restrict users from viewing your data in various modules. Availability Permission Required Users with the Manage Data Sharing permission can access this feature. ...Zoho Desk - Email Reply Failed From Being Sent - Outlook Authentication Issue
Zoho Desk - Email Failure Alerts On occasion we have reports saying Zoho Desk shows the following error when sending an email: Outlook Authentication - Mandated Password Change This is often related to an issue with authentication within the Outlook ...CRMPlus : Assigning Users and Applications
Assigning Users and Applications You can add users to your organization and grant them access to individual applications in Zoho CRM Plus. This allows you to manage users and their application access to Zoho CRM Plus's features and functions, making ...
Popular Articles
Email Templates are now available in the Zoho CRM mobile app
The capability to use email templates has now been introduced in the Zoho CRM mobile app. This means that you can very easily send standard emails whilst on-the-move. I have a client that makes collections and needs to provide photo evidence of the ...Merging Duplicate Records
Merging Duplicate Records Over a period, there may be a chance of accumulating duplicate records. You can search the duplicates and merge them for a better organization of records. Find & Merge Duplicate Records This feature gives you the option to ...Use correct module for email templates in Zoho CRM
When creating a new email template in Zoho CRM, ensure that you have selected the right module. This is the module from where you wish to send the email from. In most cases, it will be the Lead or Contact module. If you need to send the email from ...Using Parent Account to associate a Contact with more than one business
To associate a Contact with multiple Accounts, the Parent Account field needs to be used. This is added within the Account Module. Multiple accounts can belong to a Parent Account. This is especially useful if a single Contact has several businesses. ...Clone a View
Creating Views are a quick and simple way to present and report on your data. When you have similar items to report on, cloning a view and changing the criteria is the simplest way to create multiple views. To Clone a view, follow these steps Go to ...