How can I create reports and share them with other users?
You can share reports in Zoho CRM in two different ways.
Exporting and sharing them with users - Each report can be exported as Excel, CSV or PDF files.
Creating a report's folder with the report and sharing the folder with users - The report folders help you keep your reports organized so you can share them easily with other users. A report can always be moved from one folder to another.
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Users, Roles and Profiles
Users: Add users to your CRM account and assign them roles and profiles. Note that only after you add a user in your account, will you be able to add new profiles and roles. For the first user that you add, the system defined role (CEO, Manager) ...
Setting up Data Sharing Rules
How Can I... By default, access rights to CRM records is set as private so that the record owner and his/her manager can oversee the CRM data. However, using the Data Sharing Rules, you can extend the access rights to users belonging to other roles ...
What are the different types of reports that are available?
Tabular Report, Summary Report and Matrix Report are the different types of reports available in Nonprofit Vertical CRM. The Tabular Report displays data without any subtotals. You can use this type of report to create contact mailing lists, a ...
Setting Up Nonprofit Vertical CRM
Setting up Nonprofit Vertical CRM for your Organization The Setup page in Nonprofit Vertical CRM helps you configure all settings necessary to get your CRM up and running. Be it personalization, automation or third-party integrations, you can ...
How to subscribe for additional Nonprofit Vertical CRM users?
To purchase user licenses, login to Nonprofit Vertical CRM, click on Upgrade Link on the Top, choose your plan, number of users & add-on licenses and proceed to check-out.