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