FAQs
Advanced filters vs custom views
What's the difference between advanced filters and custom views?
Same fields for different modules
Is it possible in Zoho CRM to create the same fields for different modules?
Assignment rules not working
I have created an assignment rule but when I create a record it doesn't seem to be working? Why?
View history of actions with Audit log
Can I see a history of actions done by my office staff in Zoho CRM?
Transaction in different currencies
Can I transact in different currencies using Zoho CRM?
Exporting custom views
Can I export custom views?
Home page customization
Can I customize my home page?
Reverting a lead conversion
I have converted a lead, is it possible to revert the conversion?
Usage of modules in Zoho CRM
What is the use of having different modules in Zoho CRM?
SalesSignals and its usage
What are SalesSignals and how to configure and use them?
Super admin and Admin
What is the difference between Super Administrator and Administrator?
Cutom fields in the user layout.
How to add custom fields in the user layout?
Changing the Super Admin
How to change the Super Administrator in Zoho CRM?
Adding profile description
How to add description to a profile?
Hiding related lists
How to hide related lists in the record details page?
Emails to a secondary email address
How to send emails to a secondary email address?
Multiple 'from' email addresses
How to add multiple "from" email addresses and mark them as default?
Multiple conditions for validation rules
How to create multiple conditions for validation rules?
Assigning default layouts
How to assign default layouts to a profile?
Cloning email templates
How to clone email templates across the modules?
Folders for email templates
How to create a new folder for email templates and reorder them?
Previewing a layout
How to preview a layout as users with different profiles?
Unused fields in subforms
How to find unused fields in subforms?
Cloning workflow rules
How to clone workflow rules?
Summary of all workflow rules
How to view a quick summary of all workflow rules in a module?
Merge fields in workflow tasks
How to insert merge fields in the workflow task subject?
Reordering workflow rules
How to reorder workflow rules?
Email notifications to CRM users
How to send email notifications to other users in Zoho CRM?
Changing email address
How to change the email address in Zoho CRM?
Adding or deleting email signatures
How to add or delete email signatures?
Assigning values and mapping fields
How to assign default values, replace empty values during Import and How to map Single field file with multiple fields in Zoho CRM?
Emails based on 'best time to email'
How to send emails based on 'Best Time to Email' in Zoho CRM?
Review changes in Workflow rules
How to review exact changes made to a workflow rule in Audit Log?
Reordering items in a Blueprint
How to reorder items in Blueprints?
Reordering Blueprints
How to reorder Blueprints?
Filtering records in recycle bin
How to filter records in recycle bin and delete them forever?
Filtering audit log based on functions
How to filter Audit log based on functions carried out in the Setup page?
Modules and fields during migration
How to create new modules and fields during Migration?
Checking user availability
How to check a user's availability before assigning the records in assignment rules?
