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Mastering The Zoho Desk Knowledge Base & Help Center Features

This tutorial on mastering the Zoho Desk knowledge base & help center features was taken from our Zoho Desk Tutorial. Here Zoho Desk Knowledge Base: Integration with other Zoho Products: Creating Articles: End-User Interactions: Article Permissions and SEO Optimization: Zoho Desk Help Center: Reporting and Analytics: Interaction between Knowledge Base and Tickets:

The Future of Work: Exploring Zoho’s New ChatGPT Integrations

Every once in a while, technology gifts us with innovations that radically change how we work. Undoubtedly, ChatGPT is one such innovation. In recent months, Zoho has embraced this change with a flurry of integrations into their various applications. These advanced, AI-driven tools have set a new precedent for how we approach tasks and engage […]

Automate Zoho Campaign Notifications Through Zoho CRM

Here is a follow-up tutorial explaining how to set up internal email notifications in Zoho CRM based on specific actions such as email clicks or opens. You will be able to set up a Zoho CRM workflow that triggers a task or pushes data to the CRM when a specified email action occurs, such as […]

Zoho Forms vs. Gravity Forms: Which is Better?

Forms, in our opinion, are one of the most overlooked components businesses utilize. They play such a vital role in any organization, yet oftentimes, only tapped into the most basic of their capabilities. With that being said, out of all of the form solutions out there, Zoho Forms & Gravity Forms are the two most […]

Automate Internal Notifications Based On Email Actions In Zoho Campaigns

In this tutorial, we guide you through automating internal notifications based on email actions within Zoho Campaigns. We demonstrate how to create a campaign, set up a workflow for internal notifications based on email click, and suggests different methods for setting up all-inclusive internal notifications.

TVS Pro – Case Study

Executive Summary TVS Pro is a custom audio-video solutions integrator. They sell and install audio and video equipment and control. They are a team of 34 employees and are based out of Salt Lake City, Utah. The Challenge We’ve been on the same software (Everest (Icode / Versata), since 2003 with no real updates since […]

Categorizing Bank Transactions & Reconciliation In Zoho Books

In this Zoho Books tutorial, we demonstrate the process of categorizing transactions and reconciling bank accounts. We cover handling discrepancies, adjusting categorization, and deleting manually added payments to correct errors. TIME STAMPS 0:00 Intro 0:24 Categorizing Bank Transactions 11:52 Reconciling Bank Account

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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