AZAAZ – Volume 1, Issue No. 15
Questions Answered ? 1. (1:01) Thank you for sharing such wonderful insights into the crazy world of Zoho. My question….. Can Global Sets be pushed to or integrated with a drop-down field in Zoho Forms? I have a long list of different business categories in CRM, but I need to figure out how to share […]
AZAAZ – Volume 1, Issue No. 14
Questions Answered ? 1. (0:48) I’m trying to work out a way that I can integrate QBO into my Zoho Behemoth (currently CRM, Projects, and Desk) while still bringing in my Avalara subscription that’s native to QBO. I’m not sure why, but we can pay say $10 for Avalara into QBO, but if we want […]
AZAAZ – Volume 1, Issue No. 13
Questions Answered ? 1. (0:44) Hey, great video, as always! I just stumbled upon the journey builder/command centre and it got me confused a bit. it looks really similar to blueprints and workflows. Would you guys recommend using the journey builder/command centre? or can you maybe do a video on the subject? it would help […]
AZAAZ – Volume 1, Issue No. 12
Questions Answered ? 1. (1:00) I have a question regarding automating the orders in Shopify to Sales Orders in Zoho Inventory –> It is not syncing from my end but to double check where are the orders supposed to be in Zoho Inventory? I choose the option to transfer Confirmed and Fullfilled orders but they are still […]
AZAAZ – Volume 1, Issue No. 11
Questions Answered ? 1. (0:45) I’m looking to use landed costs to track the true cost of items I purchase from vendors. I understand that I can track it on a bill and “allocate” the landed cost to items, but I can’t see the landed costs at the Item level or any Item reports. I’m not sure […]
AZAAZ – Volume 1, Issue No. 10
Questions Answered ? 1. (0:45) I have 2 tables: Calls and Deals. The Calls table has the columns ‘call owner’ and ‘call duration’, and the Deals table has ‘deal owner’ & ‘deal revenue’. So now I want to get these details in a new table called ‘Revenue_Model’ in which I want to see how much time a […]
AZAAZ – Volume 1, Issue No. 9
Questions Answered ? 1. (0:59) How can I assign customer to Contact Owner every time automatically when he/she contact again in CRM Contacts & I want to copy the whole contacts to departments. ? 2. (2:57) I need to remove an item for sampling. How can I adjust? ? 3. (4:15) How can I remove the ticket # from the subject […]
AZAAZ – Volume 1, Issue No. 8
Questions Answered ? 1. (0:52) Starting to set up Projects for our organization and wondering about communication differences between using comments within the project task itself vs Cliq integrated with the project. Wondering what you find is best for communication and keeping up with project discussions and questions. Seems like comments with tasks have been around a […]
AZAAZ – Volume 1, Issue No. 7
Questions Answered ? 1. (0:35) In Zoho Subscriptions, I set up an integration to actively sync with Zoho CRM. I’m not sure how to display Zoho Subscriptions in Zoho CRM. ? 2. (2:47) Are there any options to make searching with an account easier? ? 3. (6:56) Is this function available by default in Zoho Surveys? ? 4. (8:51) So, when can we […]
AZAAZ – Volume 1, Issue No. 6
Questions Answered ? 1. (0:38) I’m using Z Mail as my email client and have set up 2 aliases. I’d like to send notifications from Bookings using an alias, but Zoho tells me this function is not yet available. Is there a workaround? ? 2. (2:34) In Zoho Books, any insight on transferring a balance from one Inventory Asset […]
