Required Fields
I noticed upon using ZOHO for months now that there are some really good features in the product. I like the idea to mandate or control fields of which ones are needed when adding to the LEADs area in the CRM.
We have required our users upon inbound calls to type in the first and last name, and recently noticed that several are random characters on the last name, meaning they have filled in the proper name. Speaking to the reps, they have inbound calls from mobile users and sometime lose the contact mid-conversation and never gather the details. Or the lead emails with partial info or bad data and we want to remove it. But it is always requiring data in the last name field.
Steve .
Steve @
Steve $
This looks bad in reporting and management is asking why we can't leave this blank like in our old CRM.
It would be nice to allow this to be optional or blank so we can please everyone.
Topic Participants
Greg Mercurio
Michael Trow
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. ____________________________________________________________________________________________________________