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Assuming pencil is required, the following 4 results were found.

  1. ZohoCRM: Template: not being able to edit a text boxhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-template-not-being-able-to-edit-a-text-box.html

    ZohoCRM > Setup > Templates > Inventory Click on the name of the problematic template to enter a Preview Edit mode (not the pencil icon) Click on the clone icon (just below the pencil icon) Give it a new name, possibly the same name but with a suffix...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-bookings-full-name-appears-in-last-name.html

    the appropriate workspace Click on Registration Form Configure the field for Guest Users Hover over "Name" and click on the pencil icon to edit this Alongside "Field Type", select "First Name, Last Name" Now your booking form will be similar to the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

    Setup: Department Field on User Profile Login to ZohoCRM as a system administrator > Go to Setup > Users > Click the pencil icon (top-right most) to edit any profile On the user's dialog/popup in the bottom left, there will be a link saying "Manage...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. Project Plan for Freelance Websitehttps://www.joellipman.com/articles/cms/website-development/project-plan-for-freelance-website.html

    will revolve around what you submit here. For you to do: Submit drafts or sketches (rough layouts - can be on paper in pencil...) Discuss timelines / milestones (milestone= when a task is completed - it's either done or not) Submit all marketing,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Web-Development
    • Language: *
Results 1 - 4 of 4