When I delete a user, what happens to the records owned by the user?
The records owned by a user you have deleted remain in Zoho CRM even after you delete them. You can transfer their records at any time. But we strongly recommend that you mass transfer the records to a new owner before you delete them.See also: How to mass transfer records
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Common Operations with records
Record Navigation Navigation primarily means the process of moving back and forth within the records. In Zoho CRM, navigation allows easy movement between the records; it provides options to choose the number of records to be displayed in one page ...
Common Operations with records
Record Navigation Navigation primarily means the process of moving back and forth within the records. In Zoho CRM, navigation allows easy movement between the records; it provides options to choose the number of records to be displayed in one page ...
How can I allow a user to delete only his own records?
Zoho Creator updates each record submission with the name of the login user who added the record and the time when it was added. Refer the Help topic Display User Name and Time, for more information. The following code added to the on delete -> ...
Sharing Records
Collaboration is essential in a sales team. How we interact with the other members of the team, how we share information and ideas with them and the most important of all is how we share sales data that we work with. Zoho CRM provides different ...
What happens when I deactivate a user?
When you deactivate a user: You stop that user from accessing their Zoho CRM account. You can use the same user license to create a new user. Note: When you deactivate a user, the user license is not canceled. You will be billed for the number of ...