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How do I view the complete details of an event?
How can I change the status of tasks and events to "Completed"?
How can I view a calendar that includes other user's activities?
What is the file format accepted by Zoho CRM for calendar import or export?
How can I see a list of invitees I have for an event that I have created?
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Addons & Extras
What’s the “Read Format” in IVR menu configuration?
There is no click-to-call phone icon beside the phone number in the Lead/Contact Details page. Why?
I keep getting this number as the Caller ID that is being displayed even though all the callers are different: “266696687”. Why?
I am unable to login to RingCentral as it shows me an "Invalid username or password" error. Why?
How do I change my Outbound Caller ID dynamically for calls made via RingCentral in Zoho CRM?
See all 131 articles
Can I schedule my reports and send them to my colleagues periodically?
Why do I get an error message when I try to create a report?
What do FY and FQ mean?
How do I view reports?
What are the different types of reports that are available?
See all 10 articles
Billing & Payments
How to update my Credit Card information?
When I upgrade from the Free Edition, what happens to my existing customization?
How to subscribe for additional file storage?
How can I cancel my Zoho CRM account permanently?
How do I change my payment method from annual to monthly?
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Why are cases submitted through websites not captured in the Cases module?
Is it possible to send replies to customer queries from the Cases module?
What are the various sources of cases?
In my web-to-case form, the entries are not getting associated to the relevant contacts. What should I do?
Can I change the format of the Case Number?
How can I delete the records that I imported recently?
Whom are the imported records assigned to?
How can I associate contacts with their respective accounts while importing them through a single import file?
How can I share data only with certain selected users?
How do I import product details from an external source into Zoho CRM?
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What will happen if my API limit has been exceeded for the day?
How do I delete an existing Authentication Token?
Is it possible to use the getRelatedRecords method for custom lookup fields?
For the updateRecords method, where can I get the value for record ID?
What will happen if I do not specify a value for the newFormat parameter while fetching records?
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My mass email limit has not been exceeded. Why am I still unable to send more emails in bulk?
Do I need to be a paid customer to use the Mass Email functionality?
How can I create a backup of the email conversations of a deactivated user in Zoho CRM?
How do I change my email address?
What is the limit for email attachments?
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How can I log in to Zoho CRM, if I had signed up through Google Apps?
Does Zoho CRM have an Offline version?
Does Zoho CRM support Mac OS?
How can I delete the existing data in my Zoho CRM account and start with a fresh account?
How can I sort the records alphabetically in a column?
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Can I change the order of the line items in a quote or a purchase order?
What is the logic behind Stock Information Auto Updates?
The Unit Price, Quantity in Stock and Total After Discount details seem to be missing from the Product details section. Where can I find them?
How to add common Terms and Conditions for the Inventory records?
Can I add columns to the Invoice or Quote template?
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How to integrate a Zoho CRM web form in WordPress?
Can I send two different campaigns from different Email addresses?
How can I send mass emails to many contacts?
How do I export the data from campaigns to external sources?
Can multiple web forms be created?
See all 39 articles
Can I change the currency of the records?
I placed a request to change the home currency but it hasn't been confirmed. Why?
How can I activate multiple currencies for my organization?
How can I delete the currencies that I am not using?
What will happen if I deactivate a currency that is in use?
See all 11 articles
Can I use the Creator applications that are shared with me?
How to customize tax rates?
How can I add a value for the Lead Source field?
Why am I not able to add some third-party sites in Web Tabs?
Can I apply my Home tab layout to other users' Home tabs to keep it consistent for all users?
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How do I set up a parent-child relationship between accounts?
Is it possible to associate a contact with multiple Accounts?
Can I duplicate the Accounts module and save it as a Vendor?
What is B2B?
Why are new Leads not listed first in "Today's Leads" list view?
See all 116 articles
How to edit the CEO and Manager Roles?
In the Free Edition, every user I add has the Administrator Profile. How can I change that?
How can I delete users permanently from my CRM account?
How do I import tasks and events from other CRM records?
How to view the import history?
See all 28 articles
How can I disable workflow rules for Standard users?
How many emails can be sent per day using the workflow alerts?
I want to be automatically notified of idle records in CRM. Say, when a lead has remained in a particular state for over 14 days, an email should be automated to sales managers in CRM. Is this possible?
How many alerts, tasks and field updates can I associate to a workflow rule?
What are Time-based Actions?
See all 7 articles
How do you define a customer, potential contact, lead/contact or an unknown person?
I don’t have access to a record. Can I approve it?
What will happen if I deactivate the Google AdWords integration? Will I lose all AdWords related data?
I am not able to authenticate my Google AdWords account during integration with Zoho CRM. Why?
I am not able to see the Google AdWords tab in my Zoho CRM account. Why?
See all 147 articles
Is there a limit to the number of Blueprints I can create in Zoho CRM?
Can I configure more than one common transition?
I have configured a Blueprint. But records have not entered the process even though they meet the Blueprint criteria. Why?
Can Workflows or Approvals or Assignment rules overwrite Blueprint?
Can a Transition Owner execute a Transition even if he/she does not have access to the record?
See all 8 articles
Help Desk Software
by Zoho Desk