Task, Calls, and Meetings to be separate modules
Activities module is split into Tasks, Calls, and Meetings modules for ease of use and work.
Introducing failed action metrics and retry option in Workflow Report
In the workflow reports, failed actions such as bounced emails, failed webh...
How to create a public folder for people outside your organization and create an external link where they can upload,download, edit files without having access to your site
Setup a Zoho Crm template and send a mass email to your contact
You can xync events between Zoho CRM and outlook or Office 365, Here is how to setup the integration between Zoho CRM and outlook or Office 365
How to add and remove values in a drop down list in Zoho CRM
You have a group of contacts you would like to save so that you can see the same group of contacts in the future without doing another lookup.
How to quickly create a brand and connect you social media accounts to Zoho Social
How to easily redirect a zoho site page to an external url webpage
You have upgraded act and the act addins menu / tab is missing in outlook
You have scheduled an email to a contact or lead in Zoho CRM and need to edit it
Check out the latest features in Zoho CRM in 2019.
Here's where you globally modify the task status in zoho Crm
To map stage and probability values
- Log in to Zoho CRM with Administrator privileges.
- Go to Setup > Customization > Modules and Fields
- Click the Deals module from the Modules list view.
- Click the Module Settings icon (elipse ... next to Deals) and select Stage-Probability Mappi...
Do you send out recurring invoices? We do, and the biggest challenge is that clients want to know which month our invoice is for. With Zoho Books you can automatically enter next week, month, year in the description or a date range, here's how
To add or subtract days,months or years, simp...
When reconciling bank statements in Zoho Books the credit cards payments received are not available to reconcile. Here's how to add them
Quickly add a submenu in 3 steps
Zoho CRM how to change your contact's layout