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How do I close an event so that it does not show up in the open events list?
Is it possible to embed a web form on email campaigns?
How can I create Tasks for many contacts at one shot?
How can other members be invited to an event?
Google AdWords integration does not seem to be enabled for my account. Why?
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Addons & Extras
When I send an email to a customer from Gmail, will the communication get automatically updated in Zoho CRM ?
How to insert the "Next Record" field in the Address Label template?
How do I configure my company or personal email account inside CRM?
Why can't I see the emails in CRM even after configuring the POP account?
How to edit the mail merge template in Zoho Writer?
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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?
Can I schedule my reports and send them to my colleagues periodically?
What are the different types of reports that are available?
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Billing & Payments
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?
How to update my Credit Card information?
Is my data safe in Zoho CRM?
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Is it possible to send replies to customer queries from the Cases module?
Why are cases submitted through websites not captured in 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 do I import notes into Zoho CRM?
How do I import product details from an external source into Zoho CRM?
How do I export CRM data and garbled foreign characters?
On what basis are the duplicate records identified during import?
How do I share records in the Free Edition?
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Can I use the Record ID while associating a lookup field with a module?
If I am in the Enterprise Edition, and I have subscribed for 2 additional users, how many API requests can I make per day?
If I am in the Free Edition, how many API requests can I make per day?
Can I generate a new Authentication Token?
Can I trigger an email after inserting a lead through API?
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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?
While sending emails from Zoho CRM, why am I unable to see the email templates that I created?
How can I insert links and images in my email template?
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Does Zoho CRM have an Offline version?
What happens when I deactivate a user?
How can I change the currency in Zoho CRM?
How can I group records?
Can I edit the email address of my users?
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How to customize the Terms & Conditions for Invoices, Quotes or Orders?
How to create inventory templates folder?
Can I convert a Sales Order to a Purchase Order?
Can I change the autonumber field for quotes and invoices?
Can I add columns to the Invoice or Quote template?
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How do I associate a campaign with other records?
How to add fields to an existing webform?
Is it possible to embed the campaign ID field with the web-to-lead form?
Why are the Leads captured through the web forms not visible under the Leads tab?
Can multiple web forms be created?
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What are the important things I need to know before activating multi-currency?
How do I implement multiple currencies in my web forms?
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?
What happens to the Currency Locale field under Company Details after I activate the multi-currency feature?
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How to show or hide fields in Zoho CRM?
How do I upload my company's logo?
How to set up the fiscal year?
How to control the number of records to be displayed in a page?
How to change the fields in a page from a two-column to one-column layout?
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What are the different ways to manage my Contacts?
How to merge duplicate records?
How can I customize the Stage and Probability mapping for deals?
Can I customize the Stage History details for Deals?
Can I create two leads under the same company account? If so, can all those leads be added as contacts to an Account?
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I accidentally deactivated a user. Will this user be permanently removed from Zoho CRM?
How do I terminate Zoho CRM access for an employee who is leaving the company?
Why are the users unable to view records that the Administrator can view?
How can I delete users permanently from my CRM account?
How to deactivate users in Zoho CRM?
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How many alerts, tasks and field updates can I associate to a workflow rule?
What are Time-based Actions?
When my account is downgraded, what happens to the Scheduled Actions?
I want to be automatically notified of idle records in CRM. For instance, when a lead has remained in a particular state for more than 14 days, an email should be automated to sales managers in CRM. Is this possible?
How many emails can be sent per day using the workflow alerts?
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Do I have to change my Zoho CRM password if I change my Google Password?
Does Zoho CRM synchronize emails with Gmail?
Every time a Survey response is sent by a contact, a duplicate record gets added under Contacts instead of updating the existing record. Why?
How can I send mass email surveys using Zoho Campaigns?
Can I add multiple From addresses for outgoing mails?
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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?
Is there a limit to the number of Blueprints I can create in Zoho CRM?
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?
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Help Desk Software
by Zoho Desk