What is Case ID and how does it relate to Case Number on Cases?

• Related Articles

• How to add Auto Number Fields to Zoho CRM

  You go to Setup - Fields - Create a Custom Field then select the Field Type as Auto Number. You have options for a prefix, suffix and what you would like the starting number to be. You can also apply the auto number retrospectively by selecting the ...

• How do I import a number of contacts and assign them to a specific User?

  Create a column on the spreadsheet called "Contact Owner" put the Users e-mail address in this field.

• I tried putting the "+" symbol in front of the telephone number in Excel but it is not working?

  Excel sees these as numbers so when you put a + one of two things will happen: It will either drop the +  It will try and add it up (Microsoft Excel found an error in your formula error box appears) Click the top of the column whilst holding down ...

• Zoho CRM Timeline Some Fields Updated

  When reviewing the Timeline of a record, you se the message "Some fields updated", what does it mean? There are two cases in which this happens:  If user A is not having view permission for a field, if that field is updated by user B, then user A's ...

• How do I upgrade to Zoho CRM Plus?

  To upgrade from Zoho CRM to Zoho CRM Plus: 1 - Login to CRM with the Super User ID 2 - Visit - https://crmplus.zoho.com and your Account will be automatically upgraded