Auditing the Zoho Implementation: How can I export a list of rules, permissions, etc?
Hello,
I've just inherited management and administration of my employer's Zoho CRM. I've been asked to provide a flowchart of the various combinations, conditions and switches that the previous administrator put in place for each of the modules.
It looks as if I can export data easily enough; is there a way to export a list of rules?
Many thanks,
Peter
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