by Susan Clark | Jun 2, 2020 | Email, Support, Tips
Updating Your Zoho Login Email Address In this blog, we will go through the steps of how to update your Zoho login email address because this is a common question we receive through our website’s Zobot. Changes within an organization are normal and ongoing. For...
by Susan Clark | Sep 7, 2018 | Business Process, Data Administration, Tips
How do those duplicate records get in our database? Maybe from importing or syncing with your Outlook or Google Contacts. Who knows, but they are annoying. Zoho has some options for merging these records to help you get rid of duplicates in your database....
by Susan Clark | Aug 9, 2018 | Email, Productivity, Tips
When getting started with Zoho CRM, all users should tweak their Personal Settings area inside of Zoho CRM. The video below discusses how to update your personal information, verify your timezone, how to add a photo to your avatar and how to add a pre-formatted...
by Susan Clark | Feb 5, 2017 | Customization, Data Administration, Tips
This video tutorial teaches you how you can build your own Zoho CRM Views. I start with showing you how to create a simple view and then build on that same view to have Zoho produce the filtered list that I want to display. We then progress to more complicated views...
by Susan Clark | Jul 25, 2014 | New Feature, Tips
This week Zoho CRM made a tweak to their List views. List Views are controlled by the drop-down button at the upper left of each view. It used to start with All [module name] followed by the other default views. Then any view that you created was listed at the bottom...
by Susan Clark | Jun 18, 2014 | Tips
OK, a quick tip this week. Ever notice the … icon that looks like this? Whenever you are looking at any record in Zoho CRM, right under the Business Card view at the top of the screen, you should see this Hide Details button. You can click this button to...
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