How can I share data only with certain selected users?
You can provide access rights to selected users belonging to other roles and groups by creating your own
Data Sharing Rules.
Read more about
Setting Up Data Sharing Rules here.
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Can I restrict the reports only to certain selected users?
Yes. You can restrict the reports only to certain selected users, roles, or groups. You can do so by creating a Report Folder and giving access to the users, roles, or groups. Follow the steps given below to create a report folder with restricted ...
Can I export certain selected records from Zoho CRM?
No. Currently you can't export certain selected records from Zoho CRM. However, you can create a report based on criteria (your requirement) and export the report. For more information, see Working with Reports.
Data Subject Rights
The GDPR explicitly states certain rights for the data subjects in Articles 12 to 23. We need to understand and fullfil them when individuals seek to exercise those rights. Right of access: The subject's right to obtain from the controller, the ...
Data Enrichment
The quality of your CRM data is of the utmost importance for your business, because when it comes to selling, it all starts here. When the data is incomplete or incorrect, sales reps lack the ability to understand your prospects or their needs ...
Can I hide tabs from certain users?
Yes, you can hide the tabs from certain users or modules. Here is how you can do it: Click Setup > Users and Control > Security Control. Select the profile you want to hide certain tabs for. To hide tabs from users, simply deselect the particular ...