Searching by client....
When you are in projects and you would like to look up a project for a certain (client/customer), how can this be done without typing in the actual name of the project? I see a drop down box that says search by client.... however I am not sure how to get certain projects to fall under a specific client? For example: ABC Electric projects are not appearing under just ABC Electric. They would be located under our Companies name. Please help. If I need to explain more let me know! Thank you! Jeanne
Topic Participants
Jeanne Stephens
Shubham Tiwari
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. ____________________________________________________________________________________________________________