Ask, Discuss, and Learn

Watch these videos for answers to some of the frequently asked questions.

FAQs

09:42 

Advanced filters vs custom views

What's the difference between advanced filters and custom views?

04:00 

Same fields for different modules

Is it possible in Zoho CRM to create the same fields for different modules?

08:38 

Assignment rules not working

I have created an assignment rule but when I create a record it doesn't seem to be working? Why?

03:41 

View history of actions with Audit log

Can I see a history of actions done by my office staff in Zoho CRM?

05:31 

Transaction in different currencies

Can I transact in different currencies using Zoho CRM?

03:10 

Exporting custom views

Can I export custom views?

05:42 

Home page customization

Can I customize my home page?

04:11 

Reverting a lead conversion

I have converted a lead, is it possible to revert the conversion?

12:47 

Usage of modules in Zoho CRM

What is the use of having different modules in Zoho CRM?

02:54 

SalesSignals and its usage

What are SalesSignals and how to configure and use them?

05:23 

Super admin and Admin

What is the difference between Super Administrator and Administrator?

01:14 

Custom fields in the user layout.

How to add custom fields in the user layout?

00:54 

Changing the Super Admin

How to change the Super Administrator in Zoho CRM?

01:13 

Adding profile description

How to add description to a profile?

00:53 

Hiding related lists

How to hide related lists in the record details page?

01:38 

Emails to a secondary email address

How to send emails to a secondary email address?

01:28 

Multiple 'from' email addresses

How to add multiple "from" email addresses and mark them as default?

02:46 

Multiple conditions for validation rules

How to create multiple conditions for validation rules?

01:29 

Assigning default layouts

How to assign default layouts to a profile?

01:46 

Cloning email templates

How to clone email templates across the modules?

02:37 

Folders for email templates

How to create a new folder for email templates and reorder them?

02:52 

Previewing a layout

How to preview a layout as users with different profiles?

01:26 

Unused fields in subforms

How to find unused fields in subforms?

03:03 

Cloning workflow rules

How to clone workflow rules?

02:15 

Summary of all workflow rules

How to view a quick summary of all workflow rules in a module?

03:40 

Merge fields in workflow tasks

How to insert merge fields in the workflow task subject?

02:52 

Reordering workflow rules

How to reorder workflow rules?

03:07 

Email notifications to CRM users

How to send email notifications to other users in Zoho CRM?

01:48 

Changing email address

How to change the email address in Zoho CRM?

01:21 

Adding or deleting email signatures

How to add or delete email signatures?

03:58 

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?

03:06 

Emails based on 'best time to email

How to send emails based on 'Best Time to Email' in Zoho CRM?

02:47 

Review changes in Workflow rules

How to review exact changes made to a workflow rule in Audit Log?

01:42 

Reordering items in a Blueprint

How to reorder items in Blueprints?

01:37 

Reordering Blueprints

How to reorder Blueprints?

02:36 

Filtering records in recycle bin

How to filter records in recycle bin and delete them forever?

02:16 

Filtering audit log based on functions

How to filter Audit log based on functions carried out in the Setup page?

04:01 

Modules and fields during migration

How to create new modules and fields during Migration?

03:39 

Checking user availability

How to check a user's availability before assigning the records in assignment rules?