Changing the "owner" of the Zoho One account
In Zoho One, there an "owner" of the account - this is by default the person that set up the Zoho Instance (started the subscription).
If you need to change the owner, as for example, the person originally signing up has moved on, then follow these steps:
open one.zoho.com. and go tho the admin tab. Select Organisation info, and over over the avatar of the owner - a menu appears to change the owner to another person in your organisation.
Changing record owner in CRM
In CRM, all records must have one owner attached. But what if the owner of a record leaves the company, and you need to reassign ownership? First, it is important to understand that ALL records have an owner, that includes Tasks, Accounts, Deals, ...
How to sign up to a Zoho One trial
If you are not based in the EU, you can sign up to a trial by clicking this link - or see the video for how to sign up via the Aurelian Group website. If you are in the EU, please sign up by clicking this link.
How to set up spam control for Zoho Mail (beginners guide)
If you want to take control of the spam that comes into your inbox, this video is for you. There is no advanced "secret squirrel" settings here. This is aimed at the regular small business owner that manages the email server. The last bit of the ...
How to add Zoho Bookings to your Zoho One account
Zoho Bookings has been out for a while. If you do not see it in your list of applications under "Add Applications", you can add it by going to the following URL: https://one.zoho.com/zohoone/$portal_name/adminhome#/apps/new/bookings You do need to ...
Cannot add a Zoho One user to Zoho Sign - account already exists
If you are adding a user to Zoho Sign from the Zoho One Admin panel, you may get the message that the user already has an account in Zoho Sign. It is likely the user has signed up for a Trial with Zoho Sign. It is not possible to have more than one ...