Security & Compliance
How to Lock Records in Zoho CRM
A won deal should never change after the fact. Here is how to freeze it, manually when judgement is needed or automatically the moment it reaches Closed Won.
October 23, 2026
Zoho CRM | Security & Compliance
Security & Compliance
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Security & Compliance
Zoho CRM Audit Log: How to Track Changes, Monitor Activity and Export Compliance Evidence
How to use the Zoho CRM audit log — access field change history, track user actions, export compliance evidence and investigate data issues.
April 18, 2026
Security & Compliance
Zoho CRM User Permissions: Profiles, Roles and Access Control
How to configure user permissions in Zoho CRM — create profiles, set role hierarchies, restrict record access and manage field-level visibility.
April 17, 2026
Security & Compliance
Zoho CRM GDPR Compliance: How to Configure Your CRM for Data Privacy
How to configure Zoho CRM for GDPR compliance — consent tracking, data subject requests, right to erasure, data retention and privacy settings.
April 17, 2026
Security & Compliance
3 Tips To Protect Your Accounts From Being Hacked
How do hackers access your account? Individuals and business face account hacking on a daily basis. This can cause a great deal of inconvenience and risk of losing important data. I will share my top 3 tips to protect your accounts but first, I will go over the ways a …
May 18, 2022
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