by Susan Clark | Jun 12, 2014 | Home, Searching, Tips
The Global Search option in Zoho CRM is nice if you are not exactly sure where something is stored in your database. Most commonly, Zoho CRM users will use the Global Search option, because it is so predominantly displayed at the top right of the screen. This option...
by Susan Clark | Apr 25, 2014 | Tips
Something that you could do to make it easier to jump into Zoho CRM each day is to setup your default pages in your browser so that when you start IE or Chrome, the second tab automatically opens to your CRM. If you are using Internet Explorer: Click the Tools widget...
by Susan Clark | Apr 1, 2014 | Tips
After you have created and saved a record in Zoho CRM, there are two ways to make edits: single field and multiple fields. Let’s say you need to quickly update the Stage of a deal you are working on or you want to add a Mobile phone to the Contact’s...
by Susan Clark | Feb 18, 2014 | Searching, Tips
When you start a search in your Zoho database, a list of all records that match your criteria displays in a list view. The columns displayed in that resulting list view are dependent on the view that you started the query from. For example, if you started the search...
by Susan Clark | Apr 17, 2012 | Tips
Are you dealing with clients in different time zones and having trouble keeping track of the time difference? In my Windows System Tray at the lower-right, when I click the date, this is what pops up on my laptop. One clock showing the time in Houston (Central) and...
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