Subform Lead Conversion Mapping

Zoho CRM – Subform Conversion Mapping   Subforms continue to evolve to offer more options and is quickly becoming a viable tool within the CRM. Earlier this year the capability to run reports from Subforms was added and now you can create a Subform and during...

Zoho Books: Product Updates – June 2019

Position Billing & Shipping Addresses in Invoices When sending a printed copy of the invoice you can now move the position of the addresses so it fits into the window on the envelope.  Send SMS for Payment Reminders to Your Customers You can remind your...

Zoho Books: Product Updates – May 2019

May 2019 Updates:   Set validation rules for estimates   Exclusive Inbox for Expense Receipts Store all your expense receipts in one place. Upload, auto-scan your expense receipts or have your expenses mailed to your Zoho Books account.  Choose multiple...

Zoho Invoice: Product Updates – May 2019

Set validation rules for estimates You can choose the field for which you want to set, select the required condition, customize the alert message that should be thrown when the validation is not met. Choose multiple values for a custom field Multi-select fields allow...

Zoho Inventory: Product Updates – May 2019

May 2019 Updates Package Geometry Allows you to arrang items within the boxes. You can see how the items sit in the box in a 3D format. Layout the items inside the box beforehand and generate package slips for them as well. Learn more about package geometry in Zoho...

Zoho Sign: Product Updates – Q1, 2019

New options added to Zoho Sign: Quick Send in Zoho CRM Deeper integration with Zoho Recruit Embedded signing via Zoho Forms Microsoft Teams extension Field templates Coming soon: Integration with Zoho Mail Webhooks Deeper integration with Box Approver action in sign...