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Requesting Data Backup
Data Backup allows you to maintain a copy of CRM data that may be mandatory in to abide by company's guidelines and regulations. It also helps to have a copy of previous data for reference. Availability Permission Required Users with administrative ...
Troubleshooting Data Backup
1. My scheduled data backup is not ready for download in CRM. What should I do? The screenshot below is the default data backup screen in Zoho CRM and will appear when there is no data backup schedules. The screenshot below shows what the page will ...
Exporting CRM Data
Zoho CRM provides two options to export your CRM data: Export data (modules and reports) Request CRM data backup Export Module Data The Export Data feature allows you to export data (in CSV format) from individual CRM modules. After exporting the ...
Manage your Data
There are a bunch of common operations that you would be performing as an administrator. Out of which, a few important tasks are to maintain a clean database and discover strategies to assess and improve the quality of your data in CRM. Some of your ...
Setting Data Encryption
Data encryption is a way to safeguard personal or sensitive information like credit card details, backup phone numbers, personal identification numbers etc. that are stored in your CRM database. It prevents the data from being stolen or lost by ...