Understanding addresses in Zoho CRM
The following is based on an instance of Zoho CRM with no customisation. In Leads you have one set of address fields which are: Street City Province - I highlight this to UK customers to think County Postal Code Country When a Lead is converted, the ...
In what order does automation run in Zoho CRM
When you have all the Automation configured then the order will be as follows : Assignment Rules -> Approval Process -> Workflow Rules -> Blueprint When you have configured without the Blueprint then the order will be : Assignment Rules -> ...
Zoho Forms Double Opt In
A double opt-in occurs when a user signs up for an email marketing list, and then an email is sent out to the user which includes a link to click and confirm the subscription. Only after the confirmation click is completed will the user officially be ...
Zoho Forms - Email Notifications
Set up email templates to notify yourself, your team and your respondents. These emails will be triggered when a form submission is received or when a submitted record is updated. https://www.zoho.com/forms/help/notifications.html#change-from-address ...
How do I restrict Zoho Desk Knowledge Base to specific groups of Users?
A common scenario we encounter is that a company wants to restrict access to Knowledge Base articles. Historically this could be done using the Agents, Registered Users and All Users. However for some companies this wasn't granular enough. So in 2020 ...