FAQs
What are the different types of reports that are available?
Tabular Report, Summary Report, and Matrix Report are the different types of reports that are available in CRM.
Do I have to change my CRM password if I change my Google Password?
No. You do not have to change your CRM password if you change your Google Password.
Can I attach more than one document at a time?
Yes. You can attach more than one document at a time, provided the total size is not more than 5 MB.
I deleted a document in Google Docs. Will it be deleted in CRM also?
No. Your document will not be deleted from CRM if you delete it from Google Docs.
How many times will I have to authenticate my credentials with Google to access Google docs?
You will have to authenticate your Google credentials only once i.e the first time you want to attach a document.
Can I disable Log a call option for selected users?
No. Call log is tightly integrated with the Activities module. If you want to disable, you have to disable the Activities module for the users' Profile.
Is it possible to customize my activities page?
Yes, you can customize the page layout for the tasks, events and calls. The following customizations are possible: Add new fields (not available for calls) Add or delete sections Rename fields Add required fields or hide the unwanted fields Mark ...
Can I delete activities?
Yes. Activities can be deleted, provided you have delete permission. Use the Delete option available in the Activities home page.
What happens to an activity if I change my record ownership?
If you change the owner of the records (leads, clients, companies, etc.), all the open tasks/events are assigned to the new record owner.
How to set reminders for activities?
While creating a task or event in CRM, you can set a reminder for it. There are two options for reminders: Alert through Email - On selecting this option, you can receive reminders for your tasks or events through emails. Alert through Pop-up - On ...
How can closed activities be tracked for future reference?
The closed tasks are displayed under Closed Activities related list in each module. You can select the Closed Activities view to track the archives.
How can other members be invited for an event?
You can invite members for an event by following the steps given below: Click the Activities tab. In the Activities Home page, select the event for which you want to invite members. In the Event Details page, under the Related List items, click Add ...
What is Activity History ?
Once the activity (Task or Event) is completed, it is moved to the activity history section so that you can focus only on pending tasks and upcoming events.
How can I set the hour view for day as a default?
The hour view is available in the Day View of the calendar. In addition, you can also select the Week or Month view.
If I do not have any documents in Google Docs, can I create one from the "Attach from Google Docs" page?
No. You cannot create a document from the "Attach from Google Docs" page. The document has to be present in Google Docs for it to be attached to CRM.
Is it possible to edit the documents once attached to CRM?
The documents are Read-Only and cannot be edited once attached to CRM.
Where can I view the documents attached from Google Docs in the CRM system?
You can view the attached documents under the "Attachments" section in the Record Details page.
How does Zoho CRM integrate with Google Docs?
CRM uses the Google OpenID Federated Login API to attach documents from Google Docs.
Can I change the call reminder settings in Calendar?
Yes, you can. While creating a new call, you have an option to set a call reminder. Specify how long before a call you would like the reminder to go off. In case you want to edit this setting, you can change the reminder from the Call's Details Page ...
I want to set a call reminder 10 minutes before a scheduled call. Is this possible?
Yes, you can. While creating a new call, you have an option to set a call reminder. Select "10 minutes before" from the drop-down list below. In case you want to edit this setting, you can change the reminder from the Call's Details Page in ...
I get an overlap alert when I create a new call. What does this mean?
CRM lets you create as many calls/events as you wish. But there is a default duration for an event and a call. For example, the default call duration is 15 minutes and the default event duration is ____. If you create schedule at 5:00 pm and another ...
How do I edit a scheduled call
You can delete a scheduled call from the Calls details page in the Activities module. Click the Activities Module In the desired Calls List view, select the record. In the Call's Details page, click Delete. Alternatively you can delete a call or a ...
How do I edit a scheduled call in CRM?
In the Calendar view, click on the call you wish to edit. In the pop-up that appears, click the Re-schedule link. Enter the new details and click Save.
How do I schedule a call from calendar?
In the Calendar view, click Create > Call. Fill in the relevant details and click Save.
How do I view the complete details of an event?
In order to view the complete details of an event, you must navigate to the respective Event Details page. There are two ways to do so. From the Event Quick View popup, click on the title of the event. From the Events List View, click the desired ...
How do I edit an event in CRM
There are three ways to edit an event in CRM. In the Events List View In the Event Quick View popup in Calendar In the Event Details page In the Events List View Go to the Activities module and choose the required required Event List View. Point the ...
How do I change the weekly holidays in Calendar?
Weekly holidays fall on different days of the week in different countries. Follow the steps below to change the days. Click the Calendar icon calendar icon Choose a view – Day, Week or Month Click Options > Preferences Select the desired day from ...
I want to be notified when an event is assigned to me. How can I do that?
In CRM’s Calendar, choose a view – Day, Week or Month Click Options > Preferences In the Preferences popup, under Notifications section select the Notify me when an event is assigned to me checkbox. Click Save.
How do I create an event in Calendar?
Click the Create link in the calendar. You can also click on the date or time slot in the calendar and create events. Specify the Title of the event and Location. Select the All Day check box if you want to mark it as an all day event. Select ...
I forgot to invite a few participants for an event. Can I add and invite a few more participants later?
Yes. You can add participants for an event at a later point after creating the event. You can do so in the Events Details page as well as the Event Quick View popup. In the Event Details pageThere are two places in the Event Details page from which ...
How can I see a list of invitees I have for an event that I have created?
A.Go to the Event Details page of the desired event. 1.Under the Participants section, click the Invited link to see the list of invitees.
What is the file format accepted by CRM for calendar import or export?
The format of the file for import and export in Calendar is .ics format.
I am not able to set the duration of an event in Calendar for more than 3 hours. Is it possible to do so?
Yes. It is possible to set the duration of an event for more than 3 hours. To do so, simply double click inside the To Field and enter the desired time.
How can I change the status of tasks and events to "Completed"?
All the tasks and events that are not yet over, are listed under the Open Activities Related List and all the activities that are over, are listed under the Closed Activities Related List. Tasks refers to a piece of work that is required to be done ...
Can I create a report based on the Note Creation Time or Note Modification Time?
Yes. You can create a report based on the Note Creation Time or Note Modification Time. To do this, specify Note Creation Time or Note Modification Time as the column under the Criteria tab while creating the report.
How do I import Tasks or Events and associate it to other records?
You can import Tasks, Events and Calls only by using the Migrate Data from other CRM feature. While importing, you may also have to associate the imported tasks, events or calls with other records in CRM and assign them to different users. See ...
Can I associate an account or contact while creating a task using the API?
You can associate an account/contact to a task through API. Below is the sample XML for associating an account/contact to a task. <Tasks> <row no='1'> <FL val='Subject'>test 11111111</FL> <FL val='Due Date'>20/12/2008</FL> <FL ...
How to view events that belongs to other users?
You can look at other users events by following the steps given below: Click the Activities tab In the Activities Home page, select "All Events" list view from view drop-down list. The view page displays the events of all users.
How do you specify a custom view in activities to only pull activities for the current day?
In the Activities tab, we have provided the default view "Today's Tasks". You can use that view to see the current day's activities.
How to assign records to other users while importing data?
In XLS or CSV file, ensure that users' CRM ID is specified so that the records will be automatically assigned to the corresponding users. Please note that, records with blank values for CRM ID will be assigned to the person who imports the data. In ...
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