Export
How can I export notes?
The Export Notes feature allows you to export the notes from Zoho CRM in CSV format. You can export a maximum of 3000 notes at a time. To export notes Go to Setup > Data Administration > Export. In the Export Data page, select Notes from the ...
How can I share data only with certain selected users?
You can provide access rights to selected users belonging to other roles and groups by creating your own Data Sharing Rules. Read more about Setting Up Data Sharing Rules here.
How do I share records in the Free Edition?
In Zoho CRM, you can share data with other users in the Free Edition by assigning individual records to different users. You can also change the Record Owner using these steps: Click the [Module] Tab. Let's say Contacts. In the [Module] Home page, ...
How do I export CRM data and garbled foreign characters?
For Excel 2003 1. Open Microsoft Excel. 2. Data - Import External Data - Import Data. 3. Choose the file. 4. In Text Import Wizard Choose 'Delimited' as 'Original data type'. 5. Choose UTF-8 from the File-origin List box. 6. Click Next. 7. Choose ...
How can I export data from reports in Zoho CRM?
You can export data from the modules as well as reports. In case of reports, you can export the data in three different formats - Excel, CSV and PDF. Each one of them have different export limits. Export limit In PDF and Excel formats you can export ...