Sticky notes in Zoho CRM are a great way to quickly jot down details about a call, a task or any other information that needs to be easily accessible. These are personal notes and not visible to other users in your CRM account. Sticky notes are ...
Connect your Meetings & Contacts between Zoho CRM and Microsoft Office 365. in Office a new calender's is created called Zoho CRM, which you'll need to overlay in your Outlook. Events DO NOT sync to your personal calendar. The same applies to ...
Updating a Zoho CRM Subform This script (courtesy of Zoho) will update existing records in a subform in one module (Accounts) from another Module (Deals). To create a cross-moduel subform entry (at creation for example), please see here ... ...
Option 1: Deletes all Zoho services connected to your email address 1. Log into accounts.zoho.com (or accounts.zoho.eu depending on which server you're using) with your email address. 2. Click Preferences and select Close Account. This closes your ...