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....
Multitask with Web Tabs Web Tabs allow you to access a webpage or an application within Zoho Subscriptions. Configure an account for setup fees The Setup Fee field can be used to collect charges like security deposits. Secure your Webhooks Updates to the mobile apps...
Export only what you see You can export only the data that’s visible in your custom views and default filters for the Customers, Subscriptions and Invoices modules. Create custom buttons for credit notes Some button examples are for credit notes, and sending...
List View for Credit Notes Extend Subscriptions Instantly Column Customization for Subscriptions Zoho Subscriptions is now available on iPad API handle for custom buttons Tips and Tricks section For a full description of the new capabilities CLICK...
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.