User Configuration
How to activate a user in Zoho One
Introduction Please follow the steps below to activate a user. Note that the user must already have been added to your account. To add a user, please follow the steps provided in this article. In your CRM, click on the Z Bundle icon located next to ...
How to deactivate a user in Zoho One
Introduction This article describes how to deactivate a user in Zoho One. If you have any questions about this feature, please reach out to the BluRoot team at support@bluroot.ca. How to Use From the admin account, click on the Zoho bundle icon ...
“No DMARC” in Zoho CRM Domain Authentication
Purpose This article explains how to configure a DMARC record when Zoho CRM shows “No DMARC”, ensuring proper email authentication and improving deliverability. Why “No DMARC” Appears in Zoho CRM Zoho CRM checks whether a DMARC policy exists in your ...
How to Set Up the French BluMortgage CRM
Introduction This article describes how to translate the BluMortgage CRM fields from English to French, and add the BluMortgage French templates. If you have any questions about this article, reach out to support@bluroot.ca How to Install Translate ...
User permissions - Roles and Profiles
Introduction For every user in the CRM, they are assigned a user and a role. The role determines what data you can see. For example, I can see all the Deals/Contacts of the users who have the same role as me, but I can't see the Deals/Contacts of ...
How to Add New Users
As your company grows and changes you will constantly be adding and changing the users of your system. Please follow the instructions and vide to learn how to add a new user to your system. Access One.Zoho.com: Open a new tab in your web browser and ...
How to Change your Personal Settings in BluMortgage
Zoho CRM stores a variety of personal information that allows you to customize the system to your preferences. <br> For a more in depth discussion of personal settings see this article by Zoho: ...