I don’t have access to a record. Can I approve it?

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• I am unable to view the records submitted via the web form. What could be the possible reasons?

  If you are not able to view the records submitted via web form, please check the following: Use of HTTP - If you are using HTTP in your web form HTML codes, you need to change it to HTTPS. See Also Only HTTPS Support in Web Forms Removing default ...

• Can a user who doesn't have access to the record approve it?

  Yes, even if you do not have access to the record you will be able to approve it.  Read more about approving records.

• If a record has been created and the layout not been made available to the record owner, can he still access and edit the record?

  Yes. Even if a layout of the record is not available to the owner of the record, he/she can access and edit the record.

• How do I get to access a record that is not downloaded in my device?

  You can use the "Search in Server" feature to access a record that is not already downloaded in your iPhone.

• I don’t want to receive notifications for irrelevant website visits. Can I decide the type of visits I want to receive notifications for?

  Yes. You can specify criteria to filter out visits from users that matter to you and leave out the junk. Click Setup > Channels > Chat. Click Settings > Routing Rules. You will be redirected to the Routing Rules page in Zoho SalesIQ Under ...