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...
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....
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...
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...
Custom Scheduler Custom Schedulers can create a custom function and schedule them to perform them at periodic intervals. Search Help Resources OAuth for Razorpay Integration Enhancements to Report Filter the Sales by Item and customer name Filter reports using the...
We have crowned Michelle the ZOHO Queen! Thanks to her dedication and patience we were able to get Zoho CRM up and running well above and beyond our expectations when we started this project. We are impressed by her knowledge and expertise, the input she provided during our discussions has been priceless. Working with Michelle has been a great investment of time and money well spent. Thank You Michelle! - Brian R.
We have been using Zoho CRM for several years. Michelle helped us think through our Zoho CRM needs and configuration moving forward. Michelle was very easy to work with and we would be happy to work with her again. - Meri G.
Michelle was great to work with. She taught me how to do everything in Zoho, rather than just doing it herself. I really enjoyed working with her. - Elaine T.
Working with Michelle the “Zoho Queen” is a pure delight. Her experience and expertise support me in ways beyond the Zoho World. She is professional, knowledgeable and authentic. If she doesn’t know how she will find the way. I highly recommend her to anyone who has a desire to create a custom Zoho platform that truly supports their business goals.
