Manage FSM Data
Quick Actions in Zoho FSM
Zoho FSM offers Quick Actions that help users swiftly access commonly used features and easily navigate the platform with just a few keystrokes, providing easy access to the most essential functions. Use shortcut Cmd + K (Mac) or Ctrl + K (Windows) ...
Common Record Operations
There are several actions that can be performed commonly on records. Details of these actions and the steps to carry out them are explained in the sections below. Note that these actions are not applicable to all modules. Clone Record Permission ...
Views
A View in Zoho FSM refer to a collection of records filtered based on specific criteria. It enables you to easily access important information and efficiently manage your data. There are two types of View - Default, Custom. Default Views Available in ...
Notes And Attachments
Use Notes to add any additional information you might want to include in your record. You can add notes for the records in Contacts, Companies, Requests, Estimates, Work Orders, Service Appointments, Services And Parts, Assets, and Crew. When you ...
Merge Records
In Zoho FSM you can easily eliminate duplicate records. While syncing data with external systems (e.g. Zoho Invoice/Books), or importing external data, there are chances of duplicate records getting added to Zoho FSM. In this case, you might want to ...
Search Records
Filters You can use simple and advanced filters in the list view pages of Requests, Estimates, Work Orders, Service Appointments, Services And Parts, Assets, Contacts, Companies, and Crew. After performing an advanced search, click on Clear to switch ...