People starting a new business are likely to use (and get quickly tied to) a spreadsheet to manage multiple issues with their business- keeping track of contacts, employees, projects, etc. So it’s no surprise that Zoho Sheets continues to be a top application for Zoho...
Let’s be honest with each other for a moment. No one likes doing paperwork for their business. It feels like a necessary evil. It doesn’t actually generate income, yet can eat into a lot of our work time. Part of the reason business owners seek me out for their CRM...
By now you may have noticed a new Zoho One interface! This was released on 9/12/19 and includes several new features that may really help you with your business workflow. Drag-and-Drop interface. Orchestly- A new Zoho app that allows Managers and Admins to create and...
Validation Rules in Zoho Desk allow you to implement field validation to keep the data you are collecting accurate. For a full description of this new feature CLICK...
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...
Ready-to-Install Online Meeting Apps for Zoho CRM Recently the ability to tie in Zoho Meeting when creating an Event in Zoho CRM became an option, when creating your Event you can choose “Make this an online meeting” and it will create the Event in...
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...
Updates have been made for recurring tasks and reminders: Recurring tasks can be set using Due Date Custom repeat types can be configured Editing the repeat type after task is created Stop recurring tasks Enhancements in Reminders Notify Owner For a full...
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...
Automate frequent tasks with Custom Schedulers Custom Schedulers allow you to create and automate tasks on a recurring basis, they can run daily, weekly, monthly or yearly. Multi-select Custom Fields Multi-select fields allow you to choose more than one option vs....
