Recent Articles
Create user profiles for your healthcare provider
Before you can add doctor profiles, you'll need to create your first patient record. This gives you access to the tools needed to add care providers, set up specialties, create departments, and list your services. Create a patient record: 1. Open the ...
Share Pipeline Records with your customers
The external sharing feature allows you to share specific pipeline records with external stakeholders like customers. By generating a shareable link, your customers can view the details of the shared record. This makes it easier than ever to keep ...
Filter activity by type in a user profile
Overview When you visit someone's profile in the network, you’ll be able to view what they've been up to, including posts, town halls, surveys, forum discussions, manuals, events, and more. Sometimes, though, you're looking for something specific. ...
Working with Meetings in Zoho CRM Android app
Meetings are an integral part of any business, whether it is with your team, customers, or prospects. The meetings module in Zoho CRM helps you keep these interactions well organized and associated with the right record, so you never lose context. ...
Saving an Email in HTML/EML Files Formats in Trident (Windows)
You can save a copy of an individual email to your system in two file formats: HTML EML To save an email: Click the More options icon at the top-right corner of the email detail view. Select Save as from the menu list. Choose either HTML or EML file ...
Popular Articles
What is your refund policy?
Zoho's Customer Satisfaction Policy At Zoho we strive to create quality software that you enjoy using for your business or professional life. You have a number of choices and we appreciate you giving us your business. Thank You. We have created this ...
System Requirements
System Requirements Zoho Meeting is a web-based conferencing solution that works well with all modern browsers, operating systems, and mobile devices. The following system requirements are applicable to presenters, participants, or attendees of ...
Installing Zoho CRM in MS Office 365
Install the Zoho CRM app for Microsoft Office 365 to seamlessly synchronize data between the two applications. Currently, this integration allows for user import, calendar synchronization and contacts synchronization. Install Zoho CRM app for Office ...
Your Guide to Zoho CRM Email Tools
Introduction to Email Efficiently nurturing potential customers and building strong relationships is a core function of CRM. While email serves as a primary customer interaction channel, using separate email and CRM systems can lead to challenges in ...
Integrating Zoho People with Zoho Connect
Feature Availability What is Zoho People? Zoho People is an online Human Resource Management System designed to manage and access all your employee data from a centralized location. Using this integration, your organization's data such as users, ...