Zoho Desk now has validation rules

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...

Subform Lead Conversion Mapping

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...

3rd Party Online Meeting Apps integration with Zoho CRM

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...

Zoho Books: Product Updates – May 2019

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...

Zoho Subscriptions: Product Updates – May 2019

 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....