FAQ
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 ...
Zoho Desk : Insert HTML in Desk Templates
For a professional look, insert pre-built HTML code to your Zoho Desk Templates. Pre-requisites: Administrator Access to Zoho Desk Pre-built HTML code as required Process: In Zoho Desk, go to the settings cog and open the Settings menu: Go to ...
Using Zoho Vault to set up SAML Single Sign-on for Zoho Desk Help Center
Security Assertion Markup Language (SAML) is a mechanism used for exchanging authentication and authorization data between applications, in particular, an identity provider (IdP) such as OneLogin, Okta, PingIdentity and a service provider (such as ...
Zoho Projects to Zoho Desk Integration
Zoho Desk integration with Zoho Projects allows you to submit tickets as issues from within Zoho Desk. Before you begin: Subscribe to the Enterprise edition of Zoho Projects and Zoho Desk. Activate the Zoho Issue Tracker under Setup in Zoho Desk. ...
Zoho Desk : Customizing Help Desk Layouts
Layouts control the organization of fields and related sections on the module page of a department. Each department can have its own layout that consists of both default and custom fields. They also determine which fields are visible, read-only, and ...
Zoho Desk : Creating Time-based Automations
Time-based rules are similar to Workflow rules for the reason that both define actions that will trigger alerts, create tasks and update fields in Zoho Desk. However, time-based rules are triggered when a timed event occurs, and not immediately after ...
Zoho Desk : Defining Business Hours and Holidays
Customer support teams in an organization may follow their own business hours and work in shifts based on different time zones. The customer support personnel at the Japan office and the one in the Indian office will have different work schedules and ...
Zoho Desk : Creating and Using SLAs
A Service Level Agreement, or SLA, is the standard of service that you agreed to deliver to your customers. The service agreement will represent the response times and the resolution times offered by your agents. Typically an SLA will contain the ...
Managing Notification Rules/Triggers in Zoho Desk
Zoho Desk provides a standard set of notification rules that can be used to notify your customers and agents. You can activate or deactivate these rules if needed. Also, notifications can be sent via e-mail or SMS/Text Message. Here are the standard ...
Check Zoho Service Status
Did you know you can check the status of Zoho services if you're experiencing difficulty accessing services? If you're on the US Servers, then go to this URL : https://status.zoho.com/ If you're on the EU Servers, then go to this URL : ...
Adding Fields to Zoho Analytics
Can I add custom columns or new fields? Yes, you can add custom columns or new fields. Follow the steps given below to synchronize your custom columns into the Advanced Analytics connector for Zoho CRM: From Zoho CRM: Login to your Zoho CRM account. ...
Adding and Managing your Zoho Desk Users
Adding and Managing your Zoho Desk Users Agents are the persons who handle tickets and work with customer problems. They perform a wide array of actions like responding to customers, editing ticket details, closing tickets, moving tickets between ...
Filter Records and Mail Merge to PDF
Sent guide on how to mass Mail Merge individual documents on a specific set of records (using filters and Tags) See attachment
Deduplicate Accounts
Instructions given and guide written on deduplicating accounts - see attachment
Views - Create Video
See attached article
Global Search In Specific Modules
Go the the Global Search 'magnifying glass' Type in the search criteria On the list of results, go to the top left hand side and select the 'magnifying glass' Here you can filter based on specific criteria - e.g. the module or Modules you only want ...
Parent and Member Accounts
a Look Up field called 'Parent Account' has been set up, allowing a hierarchical structure of businesses to be developed in a module e.g. HQ -> Regional HQ -> Branch -> Sub-Office In this example the Parent Account Look Up field has been added to the ...
PLC - Address Setup in Accounts - Remove Field
Removed the standard Zoho 'Billing' Address details from the 'Accounts' module Setup -> Modules and Fields -> Accounts -> Standard (the only Layout) -> Address Information Section -> ... -> Remove Field -> Save
Zoho CRM : Set up an Autoresponder
To set up autoresponders Click the Leads/Contacts tab. In the Leads/Contacts Home page, click More Actions > Autoresponders. In the Autoresponders page, click Create Autoresponder. In the New Autoresponderpage, do the following: Enter the Name of ...
Zoho CRM : Resetting Active Authtokens
With Zoho CRM, you may receive a message that you have too many active authtokens. This appears if you're logging in from multiple places, using the mobile app or just have third party connections. This may prevent further logins to Zoho CRM. To ...
Zoho Mail : Purchase Additional Storage
Organization Super Admins - Buy and allocate extra storage The organization super administrator can buy additional add-on storage units, for the organization and assign it to any user in the same organization, in addition to the storage available in ...
Exporting all Contacts from Outlook ready for import to Zoho CRM
You can use the Outlook Import/Export function to achieve this. It's typically used to migrate the actual emails, but it suits the purpose of getting just the email addresses and Contact data to import into Zoho CRM. Here is how to do it in Outlook : ...
Zoho Desk : Setting up a support@yourdomain.co.uk email address in Microsoft Exchange
Outlook Connected to an Exchange Server You must set up a redirect rule to forward your support emails to Zoho Desk when you're using Outlook connected to an Exchange server. If you're using Outlook 2007, follow the steps mentioned here. ...
Email template issue
Amended your User Signature can be done by going to Setup>Personal Settings >Signature.<br/>You can amend font sizes and types, insert graphics and links.<br/>Please note that graphics can't be pasted and need to be inserted.
Social icons issue on welcome email
Strange one this. The social icons don't have any surrounding whitespace around them and the top gets cut off. To fix, I've added a whitespace image on each side of the social icons to act as "pillars". The top of those may be being cut off instead, ...
Zoho Mail IMAP Authentication
If you have authentication issues with Zoho Mail, ensure you have the correct address for the incoming IMAP server.<br/><br/>For standard Zoho Mail clients use imap.zoho.com<br/>For Zoho Mail clients associated with a domain, use imappro.zoho.com
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 ...
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. ...
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 ...
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 ...
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 ...