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...
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....
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.
