System Administration - FAQ

Table of Contents  [ Hide]

Product Customization - FAQ
Personal Information - FAQ
CRM Data Administration - FAQ
Workflow Management - FAQ
Role-based Security Administration

Product Customization - FAQ

Basic FAQ

1. How to add my company logo?
2. How to rename tabs?
3. How to show/hide tabs?
4. How to show/hide fields?
5. How to modify field properties?
6. How to organize page details?
7. How to set up fiscal year?
8. How to customize the related lists?
9. How to customize the search layout?
10. How to customize the default view?
11. How to change the fiscal currency settings?
12. How to add custom fields?
13. How to modify pick list values?
14. How to modify multi-select pick list values?
15. How to create a lookup field?
16. How to create auto number field?
17. How to restore the default components of the home page?

Advanced FAQ

18. How to change the fields in page layout from 2-column to single-column section?
19. How to customize tax rates?
20. How to add standard terms and conditions while printing Invoices, Quotes or Orders?
21. How to customize primary contact?

Personal Information - FAQ

1. How to convert my Personal CRM Account to Corporate Edition (3 users free)?
2. How many users I can add in Zoho CRM?
3. I have lost both my password and user ID, how to retrieve my login information?
4. How to change my language, time zone, and date & time formats?
5. How to change the date format from DD/MM/YYYY to MM/DD/YYYY?
6. How do I terminate Zoho CRM access for an employee who is leaving our company?

CRM Data Administration - FAQ

1. How many records can I import into Zoho CRM?
2. How to import my leads into Zoho CRM account?
3. How do I know the records I have imported on a particular day?
4. Is there a way to delete all the imported records and start all over again?
5. What should be the field value for importing boolean on check-box data fields?
6. How to assign records to different Users during the process of importing data?
7. How to import tasks and events from other CRM records?
   

Workflow Management - FAQ

1. I want to set up a workflow where the system generates a task to follow up a lead which is under "attempted to contacted" lead status for more than 7 days.
2. I am also trying to send external emails. I can see how to setup auto emails to other users but what I need is to send emails to the leads themselves. Please let me know if its possible?
3. I would like to create a "Workflow Tasks" that trigger the "Closing Date" of the "Potentials" associated to. Is it Possible?
   

Role-based Security Administration

1. Can I edit CEO and Manager Roles?
2. How do I share data with peers?
3. What is the difference between Role and Profile?