FAQs
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/advanced-filters-and-custom-views.jpg)
Advanced filters vs custom views
What's the difference between advanced filters and custom views?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/same-fields-multiple-modules.jpg)
Same fields for different modules
Is it possible in Zoho CRM to create the same fields for different modules?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/created-assignment-rule.-how-does-it-work-.jpg)
Assignment rules not working
I have created an assignment rule but when I create a record it doesn't seem to be working? Why?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/history-of-actions.jpg)
View history of actions with Audit log
Can I see a history of actions done by my office staff in Zoho CRM?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/transact-in-different-currencies.jpg)
Transaction in different currencies
Can I transact in different currencies using Zoho CRM?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/export-custom-views.jpg)
Exporting custom views
Can I export custom views?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/customize-home-page.jpg)
Home page customization
Can I customize my home page?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/reverting-lead-conversion.jpg)
Reverting a lead conversion
I have converted a lead, is it possible to revert the conversion?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/different-modules-in-crm.jpg)
Usage of modules in Zoho CRM
What is the use of having different modules in Zoho CRM?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/salessignals-where-rosee-and-get-them-.jpg)
SalesSignals and its usage
What are SalesSignals and how to configure and use them?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/super-admin-vs-admin.jpg)
Super admin and Admin
What is the difference between Super Administrator and Administrator?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how_to_add_custom_fields_in_the_user_layout.jpg)
Custom fields in the user layout.
How to add custom fields in the user layout?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how_to_change_the_super_admin_in_zoho_crm.jpg)
Changing the Super Admin
How to change the Super Administrator in Zoho CRM?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how_to_add_description_to_a_profile.jpg)
Adding profile description
How to add description to a profile?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how_to_hide_related_lists_in_the_record_details_page.jpg)
Hiding related lists
How to hide related lists in the record details page?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how_to_send_emails_to_a_secondary_email_address.jpg)
Emails to a secondary email address
How to send emails to a secondary email address?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how_to_add_multiple-_from_email_addresses_and_mark_them_as_default.jpg)
Multiple 'from' email addresses
How to add multiple "from" email addresses and mark them as default?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how_to_create_multiple_conditions_for_validation_rules.jpg)
Multiple conditions for validation rules
How to create multiple conditions for validation rules?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how_to_assign_default_layouts_to_a_profile.jpg)
Assigning default layouts
How to assign default layouts to a profile?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how_to_clone_email_templates_across_the_modules.jpg)
Cloning email templates
How to clone email templates across the modules?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how_to_create_a_new_folder_for_email_templates.jpg)
Folders for email templates
How to create a new folder for email templates and reorder them?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how_to_preview_a_layout_as_users_with_different_profiles.jpg)
Previewing a layout
How to preview a layout as users with different profiles?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how_to_find_unused_fields_in_subforms.jpg)
Unused fields in subforms
How to find unused fields in subforms?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how-to-clone-workflow-rules-.jpg)
Cloning workflow rules
How to clone workflow rules?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how-to-view-a-quick-summary-of-all-the-workflow-rules-in-a-module-.jpg)
Summary of all workflow rules
How to view a quick summary of all workflow rules in a module?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how-to-insert-merge-fields-in-the-workflow-task-subject-.jpg)
Merge fields in workflow tasks
How to insert merge fields in the workflow task subject?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how-to-reorder-workflow-rules-.jpg)
Reordering workflow rules
How to reorder workflow rules?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how-to-send-email-notifications-to-other-users-in-zoho-crm-.jpg)
Email notifications to CRM users
How to send email notifications to other users in Zoho CRM?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how-to-change-the-email-address-in-zoho-crm-.jpg)
Changing email address
How to change the email address in Zoho CRM?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how-to-add_delete-email-signature-.jpg)
Adding or deleting email signatures
How to add or delete email signatures?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how-to-assign-default-values-replace-empty-values-during-import-.jpg)
Assigning values and mapping fields
How to assign default values, replace empty values during Import and How to map Single field file with multiple fields in Zoho CRM?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how-to-send-emails-based-on-best-time-to-email-in-zoho-crm-.jpg)
Emails based on 'best time to email
How to send emails based on 'Best Time to Email' in Zoho CRM?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how-to-review-exact-changes-made-to-a-workflow-rule-in-audit-log-.jpg)
Review changes in Workflow rules
How to review exact changes made to a workflow rule in Audit Log?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how-to-reorder-items-in-blueprints-.jpg)
Reordering items in a Blueprint
How to reorder items in Blueprints?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how-to-reorder-blueprints-.jpg)
Reordering Blueprints
How to reorder Blueprints?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how-to-filter-records-in-recycle-bin-and-delete-them-forever-.jpg)
Filtering records in recycle bin
How to filter records in recycle bin and delete them forever?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how-to-filter-audit-log-based-on-functions-carried-out-in-the-setup-page-.jpg)
Filtering audit log based on functions
How to filter Audit log based on functions carried out in the Setup page?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how-to-create-new-modules-and-fields-during-migration-.jpg)
Modules and fields during migration
How to create new modules and fields during Migration?
![](http://www.zohowebstatic.com/sites/zweb/images/crm/images/how-to-check-a-user-s-availability-before-assigning-the-records-in-assignment-rules-.jpg)
Checking user availability
How to check a user's availability before assigning the records in assignment rules?