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Managing CRM Account Settings
Change Personal Settings You can change your personal details such as name, phone number, website, date of birth, address, language, time format, time zone, etc. To change personal details: Open Zoho CRM (BlueMortgage) Go to Setup (Gear Icon near top ...
Getting started with Zoho Meeting
Where can I download the latest version of Zoho Meeting? You can download the latest version of Zoho Meeting here. You can also start or join meetings using your web browser. How do I use Zoho Meeting? Follow this article to learn about the basic ...
My Folders: Overview
Organizations perform better when employees work together as a team. While it's important to have common objectives, it's also necessary that your team members have individual goals to work towards. Setting strong personal goals boosts performance ...
Understand WorkDrive TrueSync Status Icons
In the WorkDrive TrueSync folder, status icons show the sync status of all your files and folders. Let's see the different status icons below. Online only Files are only available online. When you open a file, it will then be downloaded to your ...
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Zoho Vault Browser Extensions
Browser Extensions The browser extensions of Zoho Vault help you auto-fill passwords, automatically log in to websites and applications, add new passwords, and much more. These extensions help you with most of your password management operations, ...
How to Get Velocity API Key
Introduction This article describes how to get the API key from Velocity. If you have any questions about this feature, please reach out to support@bluroot.ca How to Use On the Settings page, there is a button to request an API key from Velocity. ...
Common Sync Error Messages and What They Mean
If the integration fails completely, you will see an error window with a a link to our support email, as well as an error message. Here are some common error messages that you may see there: Error Code Integration Details/Resolution The request to ...
How to use the integration from BluMortgage CRM
Detailed View This video will show you how to update information for one specific deal. List View This video will show you how to update multiple deals at once. Utility View This video will show you how to create deals from Filogix/Velocity that do ...
Send a Signing Package inside Zoho CRM
You may need to send PDF documents for your clients to sign. You may also need to add multiple recipients that need to receive the document. Watch the video below to learn how to configure the right settings to ensure the document has the correct ...
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