How to automatically backup your Zoho CRM data
While the Zoho service infrastructure is world-class and your data is secured by some the best security infrastructure in the world it's always a good idea to keep a copy of your CRM data in another location such as our local machine or for example on Microsoft one Drive or Google Drive.
In the following video will explain how easy and simple it is to set up a regular backup of your zoho CRM data.
Should you have any further questions please do not hesitate to place a ticket and contact us with help with your Zoho CRM environment?
Introduction to the LogixOne B2B Portal for Zoho CRM
The LogixOne B2B portal for Zoho CRM is designed to enable your wholesale customers to place sales orders at agreed pricing directly into your Zoho CRM and Zoho inventory environments. The three videos below detail the features and functionality of ...
LogixOne Operator for Zoho CRM
The LogixOne Operator plugin for Zoho CRM turns your Zoho CRM environment into a complete Field Service Management environment. In this video we explain its features and how to use.
LogixOne B2B Portal for Zoho CRM FAQ's
Q1. Can I change B2B Accounts login email? Yes you can change a B2B account login email by updating the 'B2B Account Email' field within Zoho CRM and clicking the 'sync Account to B2B Portal' button. Q2. My customer has forgotten their password can I ...
How to Connect Office 365 Email to Zoho CRM
In this video we will show you how to connect your Office 365 email to Zoho CRM.
How to edit EVENTS in Zoho CRM calendar
In this video we explain how to edit events within Zoho CRM calendar http://youtu.be/SC2-Bhgw9Sc?hd=1