Zoho CRM Dashboards & Homepage Customization

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  • เผยแพร่เมื่อ 18 พ.ย. 2024

ความคิดเห็น • 8

  • @chrisatthejerseyshore
    @chrisatthejerseyshore ปีที่แล้ว

    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 ปีที่แล้ว

    Tyler, I was able to add the Analytics back!

  • @alessandroskalimeros1931
    @alessandroskalimeros1931 ปีที่แล้ว

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

    • @Zenatta
      @Zenatta  ปีที่แล้ว

      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 ปีที่แล้ว

    How to show sub category under category on homepage

    • @Zenatta
      @Zenatta  ปีที่แล้ว

      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 ปีที่แล้ว

    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  ปีที่แล้ว

      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, th-cam.com/users/liveJ1RteFwD0F4?feature=share&t=2824