Can I disable Log a call option for selected users?
No. Call log is tightly integrated with the Activities module. If you want to disable it, you have to disable the Activities module for the users' Profile.
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Does Zoho provide audit log as part of HIPAA compliance?
As a covered entity it is your responsibility and best practice to export logs periodically and preserve them for the required period. To facilitate this we allow you to export data as and when required using the Export Audit Log option. In Zoho CRM ...
Can I restrict the reports only to certain selected users?
Yes. You can restrict the reports only to certain selected users, roles, or groups. You can do so by creating a Report Folder and giving access to the users, roles, or groups. Follow the steps given below to create a report folder with restricted ...
Can I disable Territory Management?
Yes. Users with administrator profile can disable territory management feature for the organization account. On disabling this feature the following will not be accessible: All the information related to territories in the Accounts, Contacts and ...
Activating and Deactivating Users
Sometimes a users' position may change or they may move to different business units. In such cases, you might have to deactivate those users after transferring ownership of the records to other users. Note that deactivating a user is different from ...
Monitoring Audit Log
The Audit Log is a chronological sequence of entries, each resulting from the actions performed by Users in Zoho CRM. Audit logs are helpful to determine what has happened before and after an event, and also to identify records associated with ...