Zoho CRM Dashboards & Homepage Customization

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  • Опубликовано: 8 сен 2024

Комментарии • 8

  • @chrisatthejerseyshore
    @chrisatthejerseyshore Год назад

    Tyler, I am just getting started with Zoho CRM. You videos are an excellent intro to help me learn. In a customization video of yours I removed some "unnecessary" items on the top blue bar. One may have been "analytics" which I see on this video. Can you let me know how to add back Analytics? I will try to find the other video which may show me how to add analytics back. thank you Tyler

  • @chrisatthejerseyshore
    @chrisatthejerseyshore Год назад

    Tyler, I was able to add the Analytics back!

  • @alessandroskalimeros1931
    @alessandroskalimeros1931 11 месяцев назад

    My view is missing "Created Time"... how can I make it display that field?

    • @Zenatta
      @Zenatta  10 месяцев назад

      Hi Alessandros, The Created Time should be appearing in the Grouping dropdown. If you want to create a post on club.zenatta.com with some screenshots, we might be able to better help you troubleshoot!

  • @Durgesh_S
    @Durgesh_S 10 месяцев назад

    How to show sub category under category on homepage

    • @Zenatta
      @Zenatta  10 месяцев назад

      Hi Durgesh Suryawanshi, The dashboard components in Zoho CRM can only group by one dimension. For more advanced reporting capabilities, we recommend Zoho Analytics.

  • @JaySBansal
    @JaySBansal Год назад

    Hello. Great video. How can I change the cris-cross default background to plan like yours? drive.google.com/file/d/1lWhymrynVbtoxeNU5bxutBJIPoOGUw9g/view?usp=sharing
    Thank you

    • @Zenatta
      @Zenatta  Год назад

      Hey Jay,
      To our knowledge the background can't be changed, this plain background was most likely from an older video or on our Demo account. Listen in to our full discussion on the show here, ruclips.net/user/liveJ1RteFwD0F4?feature=share&t=2824