Resumes - Storing, Viewing & Editing

• Related Articles

• Editing segments in Zoho Campaigns

  Can users edit other segments created by other users? Users cannot edit the segments that are created by the other users, however based on the user privileges one user can view the segments created by other users.

• Gmail IMAP scenarios with users editing/deleting CRM emails and the Zoho Mail Addon

  1.They delete a contact's email address and leave it as a blank field.  Deleting the contact's Email address will  remove all the associated existing mails with the respective contact and any future mails from that Email address will not be synced ...

• Is it possible to restrict users editing reports in Zoho CRM?

  Yes. You can restrict Edit and Create access for reports in Zoho CRM based on profiles: Please click the settings icon on top right --> Setup --> Security and control --> Profiles --> Click on a profile --> Next to "Reports" ensure that "Manage" is ...

• Does Professional CRM license allow field and related list security control?

  Ans. Yes! Zoho CRM Professional Edition allows Field-level security. In order to setup Field Level Security, Goto --> Zoho CRM --> Settings --> Customisations --> Modules and Fields --> Select appropriate Module --> Click on Fields on the top --> ...

• How do I create different themes in Zoho Campaigns?

  In Zoho Campaigns, you can edit your header and footer and save it as a theme that can be chosen from a list of themes each time you send out a campaign. This is useful if you have multiple offices, for example, as you do not need to create a ...