Recent Articles
Configuring an Appraisal Cycle in People
To run an end-to-end appraisal cycle, you must first configure the core performance evaluation modules (KRAs, Goals, Competencies, and Skill Sets) and map them to your employees. Once the foundational data is set, you can define an appraisal template ...
Add Client Users(Portal Users in Zoho Projects)
This article clarifies the process of adding and managing portal users within Zoho Projects. Before inviting external stakeholders, it is essential to understand how visibility and permissions function to ensure your data remains secure while your ...
SMS Credits versus SMS Messages
What is an SMS Message? An SMS (Short Message Service) message is a single text message sent to a mobile device. Traditionally, SMS messages are limited to 160 characters when using the standard GSM-7 character set (basic Latin alphabet, numbers, and ...
How to sign up to the Aurelian Group Support Portal.
What is the support portal? The support portal has two main functions: to provide Aurelian Group clients with access to support articles (knowledge base) and for client users to submit tickets (in case something does not work as designed, or to ask ...
Recommended Desktop Applications for Zoho
While Zoho One is a cloud-based suite designed to run seamlessly in your web browser, you can enhance your experience by installing specific desktop applications. These tools are designed to make accessing your data faster and your daily workflows ...
Popular Articles
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 ...
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 ...
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 ...
How to create a bootable USB to install Linux in order to replace Windows
In this article it is mentioned that Windows 7 is out of mainstream support. Yet a lot of computers still run on Windows 7. The logical step is to upgrade to Windows 10, but that comes with other issues such as the invasion of privacy with the forced ...
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 ...
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