Questions Answered
1. (1:43) In the CRM, you can create a workflow rule that triggers off of a date field but I do not see this option in Zoho Projects. Is there any unique workaround that can be used to make a workflow rule run on a date field within the task? I would like to have some tasks auto-complete on the due date.
2. (5:50) I need the Send with Zoho Sign in a custom module. I found this Deluge script: (Script in Club Zenatta) However, I would appreciate the steps needed to integrate the Zoho Sign API, handle authentication, the upload, and the necessary workflow.
3. (8:59) Is it possible to send more than 1k email per day in bulk ?
4. (10:21) How would I set the closing stock value for last year?
5. (13:02) Thank you for the enlightenment sir. Please, how could one adjust inventory cost price and selling price incase of current price changes.
6. (15:13) Does this blueprint allow users to go back in deal stages? I’m using & learning this CRM, but trying to figure out the ways of blocking going backwards in deal stages. Does anyone know how I can do that? Thanks in advance!
7. (16:35) Hi Tyler, I saw in your CRM, you had “Interests”. How are you syncing those with Campaigns or is that automatic?
8. (19:17) In Zoho Inventory, we can create “Contact persons” underneath a business or individual. When the primary contact syncs to Zoho CRM via the native integration, it does not sync any information about the contact persons listed in Books/Inventory. We commonly find this with families – ex we create the husband as a customer in Inventory and add the wife as a contact person under the husband. Only the husband’s contact is synced to CRM with no information about the wife. The inverse is also true – if we were to create both contacts in CRM, they would not sync into Books/Inventory with the “contact person” relationship. Any advice on how to tackle this? We want to somehow associate family members and have it be accurate between apps.
