Recent Articles
Zoho One - How to Reset password/MFA for users?
Sign in to Zoho One, then click Directory in the left navigation menu. To reset password or MFA for a single user, click Users, then click on the user. Next, click Reset Password or Reset MFA. 3. To reset password or MFA for multiple users, ...
How do I upgrade/subscribe Zoho CRM (or any other Zoho services)
Here are the stages to subscribe: [1] Click Upgrade on the top left part of your CRM screen. [2] Select the edition and the number of users you wish to have: For example: Let say you wish to have 2 STANDARD users: [3] You can here pick yearly or ...
How to add an automated counter field in Zoho CRM
You can create an auto number field by following these steps: Log in to Zoho CRM with Administrator privileges. Click Setup > Customization > Modules and Fields. Select the Module from the Modules list view. Drag and drop the Auto Number field type ...
Can't Edit Zoho Forms
If having issue in Zoho Forms, check the following: 1. Zoho Forms can be edited only by one user. 2. You must always keep making sure your integration captures all the mandatory fields of the entity you wish to create in Zoho CRM. If it's a deal, it ...
Adding APIs daily Credits to a Zoho CRM system
Certain Zoho CRM functions, integration to other Zoho apps or to third party apps are using API's credits that can be daily monitored here: Zoho CRM Set Up-> APIS The example below shows the APIs allowance granted to a Zoho One organization. Each ...