Create and manage sections
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Create and Manage Temps
Temps are the people who carry out a job and are a crucial part of the staffing process. Once the Temps are given a job, it is essential to manage them. The staffing department's approach to managing Temps can significantly impact the success of an ...
How do I create a new department in Zoho Survey?
The user info widget enables you to manage departments, user accounts, and plan details. There are quick access links to various sections, and links to download the mobile apps right from within the widget. You can configure your survey's live form ...
Manage Service Appointments
Scheduling Service Appointments All the service appointments in the Dispatch Console are initially scheduled by assigning it to a field technician or crew. The appointments can be scheduled from the Work Order Details page as mentioned here. It can ...
Create and Manage Groups
In Zoho CRM, you can create different types of groups (set of users) to manage a set of common records. Groups can be used for setting up team selling, team support, event management by a group of marketing users, etc. Users associated with a ...
Create and Manage Profiles
In Zoho Workerly, the profile function controls the permission to Workerly modules, records, fields in a record, and various utilities, such as import, export, send email, mass update, etc. Users associated with the profile can access the functions ...