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Precautions need to do while doing Data Import.
Permission Make sure you have the access and privilege to Import data. If you do not have the privilege, the Import link will be hidden in your User interface. File Format The supported formats are Excel (XLS, XLSX), Comma Separated Value (CSV) and ...
Create Reports In Zoho Desk
You can create new module-specific reports linking some of the other cross-functional modules. For example, you can create a report in the tickets module linking other modules such as Contacts, Accounts, Time Entry, and others. Types of Report ...
SOP-Data Import Documentation
Data Import Requirement Pre-request from client:- 1. Modules to be imported 2. Record Owner (Record Assigned To) 3. Fields(Mandatory Fields) 4. If activities data then we need to relate to record also Developer Need to ...
Customization of a Templates in Zoho CRM
Zoho CRM provides various templates that you can use. This includes templates for quotes, invoices, emails etc. You can also create customized templates based on your needs. Requirements form Client: 1. Type of a Template: For ex. There are ...