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The CRM Zen Show – Episode 115 – Why? Why Not?

The CRM Zen Show – Episode 115 – Why? Why Not?

Zoho News Announcements We added a new Events section over at crmzen.com.  Here you can find ALL Zoho Related Events all in one place.  Check it out. Upcoming October Webinar: Zoho Books Overview & Best Practices, October 27, 2020, at 10 AM PT. – Click Here To Register Quick Links You can subscribe to the […]

Zoho Books & Invoice October Updates

Zoho Books & Invoice October Updates

Here is the monthly rundown of newly released features in Zoho Books and Invoice. A lot of updates here.  One that stands out is that you can now sign and accept estimates from public links.  Simply put, your customers can now sign and accept or decline estimates without having to log into your client portal.

Many To Many Record Associations Be Records In The Same Module

Many To Many  Record Associations Be Records In The Same Module

You can now create a many-to-many association between records from the same module using the multi-select lookup field. Put another way, a record from a module can be associated with another record from the same module. We have wanted this new feature for some time.  Kudos to the CRM team.

First Look At The New Zoho Projects 7

First Look At The New Zoho Projects 7

Zoho Projects V7 is getting ready for release. (We have been playing with it for a few weeks and really like it.) It is a complete UI makeover with focus on a consistent user experience, and has  added a bunch of new features and updates. It makes for a pretty exciting upgrade. Here’s a quick rundown […]

Understanding Work – A Guide to Performance Management

This guide by Zoho is a great reference to turn performance management into a proactive experience. Back in the day performance management always had a negative tone to it. With new methods of communication with employees, it no longer has that ring. If you don’t currently have a performance management system in place this guide […]

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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