Option to Control File Storage Location(s)
We are using ZOHO One and have built some simple automation to ensure that the Sales/CRM process properly places relevant files into a WorkDrive folder for each Project. I've further disabled the "Documents" tab in Projects, and we added a custom field so that our Ops team (who are working in Projects) can easily link through to the folder.
However, if I add an attachment to any Task/Issue in a Project, it gets stored in the default Projects folder (which we're trying to avoid using). It would be great to be able to customize the root folder for Project document storage on a per-project basis. Obviously that's happening internally, but making it externally accessible would be very helpful to us.
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mikahb
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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. ____________________________________________________________________________________________________________