AZAAZ – Volume 1, Issue No. 5
Questions Answered ? 1. (0:38) How do I automate emails to go out on specific dates like holidays to my contacts ? 2. (2:55) Does anyone else use Divvy and might be looking for a Zoho Books/Divvy integration? I’m migrating away from QuickBooks Online and to Zoho Books, and the only major downside is that there is no Divvy Integration for Zoho […]
AZAAZ – Volume 1, Issue No. 4
Questions Answered ? 1. (0:51) For the response options, if someone opened and clicked on a link for an email, are they included in both “Opened” AND “Clicked?” I set up a workflow using the response feature, but then set it up to send the same email to all of those buckets of people (at different timings), […]
AZAAZ – Volume 1, Issue No. 3
Questions Answered ? #1 (0:52) I’m new to Zoho Projects but have been using CRM for a while. I’ve run into a problem with Projects that I have to think has a simple solution I’m somehow overlooking. The problem: I’ve created a project template for a standard project my company goes through with most clients. […]
AZAAZ – Volume 1, Issue No. 2
Questions Answered #1 (0:42) I know there is the Parent Company field in CRM Accounts, but it doesn’t work how I was hoping. I want to have the multiple locations listed under the parent company, with a tree view of the parent company, branch locations, and contacts under each branch. #2 (2:27) Is there a […]
AZAAZ – Volume 1, Issue No. 1
Questions Answered #1 (0:50) Why use a Loom embedded video versus using Zoho Annotator Video that is saved in Workdrive. The mp4 or .webm offered should allow for the video to also allow this embed from CRM. #2 (2:29) Can’t we add a score column in the leads view and then sort it as descending or ascending, […]
