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AZAAZ – Volume 2, Issue No. 3

Questions Answered 1. (0:55) What if you do not have those options [to add to other modules] when building fields? Is that a recent update or an older version of Zoho? 2. (1:55) How do I adjust invoice templates so I can make adjustments for services that are not a fixed cost? 3. (4:41) How […]

AZAAZ – Volume 2, Issue No. 2

Questions Answered (1:36) 1. Hey Greg, simple question here, but how do I get the console in the Deluge editor to show horizontally along the bottom like in your video here? Mine is showing vertically on the right side. (6:03) 2. Super helpful video! At one point, it looked like you copied and pasted a […]

AZAAZ – Volume 2, Issue No. 1

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 […]

AZAAZ – Volume 1, Issue No. 32

Questions Answered (1:17) 1. Now I will have true data secure. Btw, is it possible to limit printing data from Zoho? Previously, at one of my jobs, we had a situation where sales interns literally printed several hundreds of pages of confidential data and stole them. πŸ˜€ (3:39) 2. Amazing video. I have one question […]

AZAAZ – Volume 1, Issue No. 31

Questions Answered πŸ’¬ 1. (2:13) Hello, first of all thanks. What I want to ask is, how can I submit and Track sources from Organic Traffic in Zoho (like which organic post comes in?) πŸ’¬ 2. (5:17) Hey guys. Thanks once again. I am finding some instabilities and some weird behavior in Zoho Flow when […]

AZAAZ – Volume 1, Issue No. 30

Questions Answered: 1. Who the hell is Tyler? 2. Nick: Question similar to Question 7 – We use a firm for our social media marketing. They are not employees. We need to give them access to Zoho Social and Campaigns specifically. Will we need to buy a license for them that their team can use, […]

AZAAZ – Volume 1, Issue No. 29

Questions Answered 1. Is there a way to batch serialized items on the purchase order side and then assign them to be sold separately from that batch to customers? Can we still see/track which batch that serialized item on the sales order came from? We have unique needs as we are a non-profit business that […]

AZAAZ – Volume 1, Issue No. 28

Questions Answered: πŸ’¬ 1. I have just started to test an in-person Mentoring program on Personal Development and Accountability for Business Owners and Managers. At the moment, it’s paper based and the mentoring is in-person (video conferencing). It’s over 4 weeks with a 1 hour session each week. The participants complete tables with their specific […]

AZAAZ – Volume 1, Issue No. 27

Questions Answered: 1. About crews in Zoho FSM, are you sure the description you gave in this video is accurate? Because I got the impression that crews are like Teams in Zoho Projects. Just a grouping of individual users. 2. Thank you for answering my question [regarding enterprise-scale business limitations in Zoho Books]! Are we […]

AZAAZ – Volume 1, Issue No. 26

Questions Answered: πŸ’¬ 1. (1:28) Does it make sense to restrict developers to the CRM sandbox? It would be easier restricting them from seeing NDA restricted data. But would it make life difficult because of other restrictions this might imply? πŸ’¬ 2. (6:58) I am wondering why Zoho Books is always described as software for […]

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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