Friday, January 2, 2015

ZOHO CRM - PRINTING RECORDS

Even though we all try our best to be green we find, every now and then, that we need to print some of our data.  There are several ways to print in Zoho CRM...

PRINT A SINGLE, DETAILED RECORD:
To print a single record (ALL fields in Layout format, related lists)

  • navigate to the record and open it
  • Under the Record Tools bar (upper left)
  • click More Actions
  • select Print Preview option
  • Click Print Page

PRINT A LIST OF RECORDS
  • Click the module name in the top nav bar
  • choose the VIEW that will list the records and columns you need 
  • click the Printer Icon (far right)
  • Click Print Page

ZOHO CRM - ORGANIZE YOUR RELATED LISTS

You know those related lists that appear below your record details?  Did you know you can add, remove and re-order them?  Its easy to do right from inside a record! (NOTE - you must have admin privileges to do this)

TO ADD, REMOVE or REORDER:

  • Open a record (I've opened an Account)
  • click on the gear wheel to open up the option list
  • Select Organize Account Details
  • Use the middle arrows to add or remove a list
  • Use the right arrows to change the order the lists appear.
You can also change the columns that are shown by selecting the Related List Columns Option.  Choose the Related List in the Modules List Drop-down, then use the middle arrows to select which fields you want to have displayed as columns.  You can also re-order the columns using the up down arrows on the right.  Save your changes.

ZOHO CRM - Calendar Settings

Trying to change the calendar, settings but can't find where to start??  We are here to help!  The first step is to actually open the calendar.  Click the calendar icon on your top navigation bar as shown in the diagram then click on a day, or on any of the words at the bottom (Day Week Month):

Once open, click the Options drop down menu and select Preferences to open the settings window: