by Susan Clark | Feb 18, 2014 | Searching, Tips
When you start a search in your Zoho database, a list of all records that match your criteria displays in a list view. The columns displayed in that resulting list view are dependent on the view that you started the query from. For example, if you started the search...
by Susan Clark | Feb 15, 2014 | Email
When you are ready to send email to the current Zoho Lead or Zoho Contact, there are two places that you can click to launch an email window. But each one brings up a different option. If you click the actual email address hyperlink, then your default email window...
by Susan Clark | Feb 1, 2014 | Searching
Sometimes we get so used to looking at something that we miss what is right in front of us. For example, have you noticed that Recent Items icon at the bottom right of the Zoho CRM screen? This is one of my favorite areas to click in Zoho. It remembers the last 20...
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