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 tick box to the left of it is ticked.
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 ...
We are a small business and need all data is shared with all users in CRM
In most cases, CRM is set up with a strict data sharing policy - all records are private to the owner and the people above in the hierarchy. However, in small businesses, it is much more common to have all data shared across the system, as there is ...
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, ...
Import of related records failing
In Zoho CRM, there is an option to import related records. In cases where a related record is associated with a record containing an email address (for example contact persons or users), the sample file shows the Contact or User Name - what actually ...
Accepting a Connect invitation and logging in
Welcome to Connect, the enterprise social collaboration platform You have been invited to join a social collaboration platform by an organisation, as a member. Connect is a collaboration portal, accessible only to members of that portal. A brief ...