Related Articles
Creating a Folder
Go to the files app in the network or a specific group. For network level files, simply click Files in the left menu. For group files, go to the Group and click the Feeds drop-down menu at the top, next to the group name. Click Files. In the section ...
Creating Reports
You can create new module-specific reports linking some of the other cross-functional modules. For example, you can create a report in the accounts module linking other modules such as Contacts, Deals, Quotes, and others. Types of Report Tabular ...
Create or join a Team Folder
Create a Team Folder As new projects are launched on your team, you can create new Team Folders at any time in Zoho WorkDrive. Based on the number of projects or tasks that you have, you can create multiple Team Folders and add team members as ...
Creating Inventory Templates
With the Zoho CRM - Inventory Templates functionality, you can customize the Quote, Purchase Order, Sales Order and Invoice print layout as per your business requirements. As part of the template customization, you can change the fields in the print ...
Creating Email Templates
Communicating with customers is an important activity in any business scenario. Zoho CRM provides Email Templates to send one message to multiple recipients. Email templates can be also be used to send Mass Emails to leads/contacts or send Email ...