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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 ...
How Do I Delete My Zoho CRM Account?
If you need to stop using Zoho CRM or delete an unused account, you can do so. Similarly, if an employee no longer uses the organization’s CRM account, you can either deactivate or delete it. Important Points Before Deleting a CRM Account: You can ...
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 ...
How to Improve deliverability of emails sent from Zoho CRM and from Zoho Campaign? (make sure your emails do not go to "SPAM")
In CRM customize here: https://crm.zoho.com/crm/[orgname]/settings/email-deliverability/email-auth and in Zoho Campaign customize here: https://campaigns.zoho.com/campaigns/[orgnam]/home.do#settings/emailauth More advice to achieve better email ...