General
Recycle Bin
The Recycle Bin stores all the records and files that are deleted from the Nonprofit Vertical CRM account. The records in the recycle bin will be available for 60 days after which it will be permanently deleted from your CRM account. Notes: The ...
Why is my signature not populated in the email messages that I send from Nonprofit Vertical CRM?
There are two ways of sending emails. You can send if from the Email tab (through Zoho Mail) You can send it from with a specific record (leads, contacts etc.) When you send it through the Email tab, the signature that you had added in Zoho Mail, ...
Checking Duplicate Records in Nonprofit Vertical CRM
When you have hundreds and thousands of records in your CRM, as your business grows, it becomes a very difficult task to check for duplicates. Nonprofit Vertical CRM helps you arrest duplicates even before they can be created, with the help of what ...
Can I change the data type for the custom field that I already created?
No, you cannot change the data type for the custom field that you have already created. For example, if you create a currency custom field, you cannot change it to a text field.
Modifying Special Fields
How Can I... Customize Terms & Conditions Customize Tax Rates Map Stage-Probability values Customize Contact Roles There are certain fields in Nonprofit Vertical CRM, which are not common to all modules. They are available and applicable only to ...
Can I make payments using my Amex card?
Yes. You can make payments using your Amex card. While entering the credit card details, you can select the Amex card option from the drop-down list.
What types of payment do you accept?
We accept payment via Visa, MasterCard, American Express and PayPal (you must have an account with PayPal). We also accept payment by wire transfer for yearly subscriptions.
How do I change the date and time format in my Nonprofit Vertical CRM account?
If you have admin privileges, you can change the date format for another user by selecting a particular user and changing the Country. To change the date format Click Setup > Personal Settings > Locale Information. In the Locale Information page, ...
What is a 'module' in Nonprofit Vertical CRM
In Zoho CRM, a 'module' refers to the various tabs, such as Leads, Accounts, Contacts, Campaigns, Reports and more.
Does Nonprofit Vertical CRM have an Offline version?
No, currently we do not have an offline version. However, Nonprofit Vertical CRM's Mobile Edition lets you work in the offline mode to add, modify, or delete records which will be saved locally and synchronized with your Online Account, when you ...
Nonprofit Vertical CRM Common Operations
How Can I... · Navigate Records · Search Records · Create Records · Create Records Individually · Import Records · Capture Records from Website (Using Web-to-record Form) · Export Records · Print Records · Restore Deleted Records · Merge Duplicate ...