Recent Articles
FAQs on Reports
1. What are reports in Zoho CRM? As an organization, the more you grow, the more complex your data becomes. This data holds powerful information about your customers, employees, profit, sales, opportunities, and other aspects of your business. It is ...
When I schedule a task in a Project, and complete this task later, how can I have this task either marked as completed or remove it from my calendar?
You can mark your task as completed by choosing the Percentage option within the task and marking it as complete. You can also select the task manually by using the checkbox next to it and marking it as Complete.
What are the different Gantt chart views that can be created?
You have two Gantt charts to choose from: The Chronology Gantt view, which gives a visual perspective to the Tasks module. The Milestone Gantt view, which lets you view the milestones, task lists, and tasks on the left and the corresponding bars on ...
Can I add my personal contacts to the Zoho CRM Contacts?
Yes, you can add your personal contacts. However, we strongly recommend you to include only the business contacts because users with “System Administrator” privilege can access your Contacts.
How to synchronize my Microsoft Outlook address book with Zoho CRM contacts module?
To bring Outlook address book into Zoho CRM contacts, you have to download the outlook plugin from Setup > Personal Settings > Outlook Plug-in page. Then run the downloaded “ZohoCRM_Outlook_Plugin” exe file and install the plugin. For more details, ...
Popular Articles
ICICI Bank eazypay
Go to Settings > Payment Gateways. Click the Set Up button adjacent to the eazypay logo. 3. Enter the following information and click OK. Merchant Name: The name of your organization as mentioned in your bank account. Corporate ID: The ...
Can I publish posts with emojis via Zoho Social?
Yes, you can add emojis to your post. Here's how you can do that:. While composing a post or comment, press the Emoticon at the bottom of the text box then select an emoji to add it to your cursor location or you can use the keyboard shortcut (:) to ...
Knowing Your Contacts
Contact list of end users is an asset to any business. Hence, Zoho Desk, manages its contact with utmost care to avoid confusion. Zoho Desk mobile app does not allow you to add a contact to the contact list. You can only view existing contacts. You ...
Checking Your Notifications
Zoho Desk provides a standard set of notification rules that can be used to notify your end users and agents. Notifications can be sent via e-mail or SMS/Text Message. You can only view a notification but not set the notification rules in the mobile ...
Collaborating Using Feeds
Feeds in Zoho Desk is a feature that helps you find a collection of status messages, mentions, comments, direct messages, changes made to the tickets you own, closing tickets, assigning tasks, creating events, and so on. To know more on feeds, ...