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...
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...
Choose payment options from the payments tab View in-app notifications separately View customer details while creating an invoice Enable/disable editing of accepted estimates Force delete custom fields in transactions Make salesperson field as mandatory Customize your...
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.
