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How to customize Related Lists?
Related Lists are the records associated to the parent record. For example, an Account has Contacts, Potentials, Notes, Open Activities and more associated to it. Customizing the related list view allows you to re-order or modify the columns in the ...
How to organize the Related Lists?
To organize the Related Lists, do the following: Log in to Zoho CRM with Administrator privileges. Click a [Module] tab. Select a record from the list view. In the [Record] Details page, click the Organize [Module] Details link. In the Organize ...
Create task lists
Add a Task List Navigate to your project and click Tasks in the left panel and choose the classic view.. Click the Add Task drop-down action panel in the upper-right corner, and click Add Task List. Give a name for your Task List. Choose a Related ...
Use cases related to Zoho CRM sync
To stay compliant with GDPR, you need to keep certain key points in mind while you sync your Zoho CRM contacts/leads with Zoho Campaigns. In both the applications, the purpose and the lawful basis of processing data might be different. Before you ...
Twitter Lists
Your Twitter feed shows you tweets from everyone you're following and you tend to miss important updates from some users because you may be following many of them. This is why Twitter introduced Lists, a feature which you can use to manage a ...