FAQ
Zoho Desk - Edit other agents articles (solutions)
You can now enable 'Update/Delete All KB articles' permission, for non-admins as well. 'Setup > Users and Control > Permissions > Profiles' as shown in the screenshot attached below. However, this option would be accessible only for the portals where ...
Updating a Zoho CRM Subform (Accounts) from another Module (Deals)
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 ... ...
Zoho Workdrive - Create folder for external customer file uploads
1. Create a Team Folder called Customers 2. Within the Customers folder, create a folder for each customer. 3. Right click on the folder belonging to the customer and click Share >> New External Share Link 4. Give the share a name and set the Access ...
How To Make Mandatory To Attach A Receipt In Expense
1.Please navigate to Admin View > Settings > Policies and select a policy > Rules tab 2.Click on +Add Rule and set up the same rule as below. Please write back to us for further clarifications.
Merging The Two Records In Books
Try merging the two records in Books Go to Sales > Customers (for customers) and select the secondary customer you want to merge. Click More > Merge Customers/Vendors. Select the primary or master customer and click Continue. Click Confirm. Once ...
GDRP in 12 Easy Steps
1. Be Aware It is imperative that key personnel in your organisation are aware that the law is changing to the GDPR, and start to factor this into their future planning. They should start to identify areas that could cause compliance problems under ...
Re-assigning your email address to the correct Zoho CRM instance
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 ...