I am not able to create a project from the Contacts module. Why?

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• I am not able to create a project from the Contacts module. Why?

  There are two reasons why a project cannot be created from the Contacts module: There is no email address associated with that contact There is no account associated with that contact

• Views for Contacts Module

  The contacts module will have lot of records and viewing them all at once is ineffective. Bigin allows you to group records of the same kind in a particular view. There are various standard views available such as My contacts, New Last Week, New This ...

• Create project

  Add a project After you create your team: Click Create a New Project. Enter the Project Name, select the Owner and Group, choose the Start and End Dates, and type an Overview about your project. Click Next to invite users to your project and fill in ...

• Create and Manage Contacts

  Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons. In Zoho Workerly, a Contact will represent a Client and raise Job requirements.  The most important function of the contacts module in ...

• I am not able to create an auto- follow rule for a module. Why?

  You can create a maximum of 5 auto-follow rules per module. If you already have 5 rules, you will not be able to create another one. You can try deleting an auto-follow rule that is not required to create another rule. ​