Recent Articles
Using AI to Get More from Department Management in Zoho Desk
Departments are the backbone of a Zoho Desk set-up, separating teams, brands or products so that tickets, agents and settings stay organised. This article considers where Zia or generative AI tools could plausibly help you design and maintain that ...
Deleting a Zoho CRM Account: An Overview of What to Consider First
Closing a Zoho CRM account is a significant step, and it is far easier to plan it properly than to recover from a rushed decision. This overview sets out the questions worth answering first, so that you understand the shape of the process before you ...
Worked Example: Diagnosing a Stalled Zoho WorkDrive Sync
Sync problems are easier to solve when you follow a consistent routine rather than trying fixes at random. This worked example follows a typical scenario, a shared folder that stops updating on one computer, and shows the order in which to check ...
Zoho CRM Image Upload Field: An In-Depth Configuration Guide
The Image Upload field lets users attach a picture directly to a Zoho CRM record, such as a product photograph, a site photo or a profile image. This guide looks at the configuration decisions an administrator should make before adding one, and the ...
Practical Use Case: Automating Customer Confirmations and Internal Alerts with Zoho Forms Email Notifications
Email notifications are one of the simplest ways to make a web form feel like part of a joined-up process. This article walks through a realistic scenario, a business enquiry form, and shows how two notifications working together can keep both your ...
Popular Articles
How to auto BCC from Outlook?
Zoho CRM has a native feature called BCC Dropbox that logs your outgoing emails against the correct Lead or Contact automatically, without needing any macros, scripts, or plugins in Outlook. How it works Each user in your Zoho CRM account has a ...
Understanding addresses in Zoho CRM
This covers how address fields work in Zoho CRM on a standard, uncustomised account, since this is one of the more commonly misunderstood areas once Leads start converting into Accounts and Contacts. Address fields on a Lead A Lead has a single set ...
Zoho Cliq: How to Chat with External Users
Zoho Cliq external users are people who don't belong to your Cliq organisation, such as vendors, clients, or distributors. The available methods for reaching them have expanded meaningfully since this was first documented, and it's worth ...
In what order does automation run in Zoho CRM
When several automation tools are configured on the same module in Zoho CRM, it helps to know the order they run in, since this affects which rule actually gets the final say on a record. The execution order With every type of automation configured, ...
Zoho Forms: Double Opt-In
A double opt-in happens when someone submits a form, then receives an email containing a link they must click to confirm their submission. Only after that confirmation click is the respondent officially added to your list, rather than being added the ...