1. Start by launching the app 2. Access your system settings to customise your email and template preferences 3. Head to Templates to manage how your communications look and feel 4. Click New Template to begin crafting your custom email 5. Tailor ...
1. Start by confirming you're on your personal dashboard 2. Navigate to the module you want to create a custom view for 3. Use the dropdown change the view 4. Switch to List View for a quick glance and comparison of employee details 5. Use the ...
1. Start by accessing your personalised dashboard view 2. Open Settings to begin customising your experience 3. Select Canvas under the Customisation heading 4. Click Create Record Detail Page to start designing a personalised page 5. Choose the ...
1. Start by launching the app 2. Head over to the Enquiries module to manage and organise all your incoming requests 3. Click the dropdown next to Enquiries by Status to begin customising your workflow display 4. Select Create Kanban View to tailor ...
1. Go to www.zoho.com/r/signup.html and Change Country to Australia to create your Zoho account 2. Sign in with the email you used to register for the trial 3. You will see confirmation of your new account 4. Check your email for a link to verify ...