Zoho Group Sharing Settings.

Zoho Group Sharing Settings.

if there is any information one user inputs and another can not instantly see please check the following:

1. Data Sharing Settings - Make sure the module is set to Public Read/Write.
2. User Territory is not the limitation.
3. User role is not the limitation. 


    • Related Articles

    • Retaining emails of Disabled/Deactivated Users

      When a user leaves the company and you need to make them inactive, if you change that email account to a POP instead of IMAP it will download their emails to a Zoho Mail account and therefore keep them with the CRM.  It will use some of the data ...
    • Zoho Custom Modules: Limited Field Names.

      1. Zoho discovered this after spending some time remoted into my machine. 2. "Version" is not a functioning Related list field name, please use alternative "Version_Build"
    • Custom User DPI Settings.

      1. Instead of changing DPI leave at standard and lower screen resolution. 2. DO NOT MAKE CUSTOM LAYOUT UNLESS OTHERWISE SPECIFIED.
    • Zoho Plugin Troubleshooting - Outlook add-in Load behavior listed as unloaded.

      If Outlook keeps deactivating an add-in, first of all try to uninstall & reinstall the given add-in. If it doesn’t solve the issue and the add-in is still being displayed as inactive, please follow these steps to activate the add-in: 1. exit Outlook ...
    • Act! process remains running after exiting program

      You have closed the Sage ACT! program using either the File / Close option or clicking on the X in the upper right hand corner and the ActSage.exe process remains running in the Windows® Task Manager under the Processes tab. This prevents you from ...