Can I create a form where the user can enter record ID and generate a record summary?
I've just created a record summary/template. Rather than have users search the report for the record and then print the summary template, I would like to have a form with a lookup field that allows the user to view and print the record template. Is this possible?
Topic Participants
Tiffany Lum
Damien Cregan
Muhammad Umar Akram
Ashley
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________