Assigning tasks to Client Users
Assigning tasks to client users gives you the possibility to assign, manage, and track the client activities on your project. This could be a simple approval that needs to occur on your project, or a significant piece of work that needs to be ...
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 ...
I am not in the USA, why do the phone numbers and date fields in CRM use the USA format?
The date format displayed uses the format of your locale - if your locale is set to United States, you will see the USA format of dates (mmmm dd, yyyy - or April 22, 2019). If your locale is set to Australia, the format changes to dd/mm/yyyy (or ...
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 ...