Configure Email in CRM
How to configure email in CRM How it works In Zoho CRM, you can have all emails to and from contacts associated with the particular record. This means you do not have to go to an external email program to search for email conversations between ...
Zoho Mail Server and Office 365 Outlook - ActiveSync setup
THIS MAY NO LONGER BE AN OPTION IN THE LATEST VERSION OF OUTLOOK. I CAN RECOMMEND DOWNLOADING ZOHO MAIL DESKTOP LITE (https://www.zoho.com/mail/desktop) Settings on Zoho Mail server First, in the Zoho Mail server, we need to ensure ActiveSync is ...
Some modules (i.e. Deals) are not accessible
It can be that modules are not enabled - You can navigate to the menu Setup (the tools in the top right corner) -> under Customisation select Fields and Modules -> Select Organise Modules -> look up the module that is not accessible and ensure the ...
How to reconcile bank statements
Bank reconciliation in Zoho Books 0 0 Comments If you are using Zoho Books for your accounting, you probably figured that it is an easy package to use. If you have the discipline to spend 5 minutes per day to do your accounting, your end-of-month is ...
How to add a cross referenced field in CRM (for example a field to track "referred by")
Tracking "referred by" on your leads 6 0 Comments The best advertisement is word of mouth - your customers referring you to new potentials. Standard Zoho CRM does not provide a link between leads and the contacts that referred them. It is, however, ...