Which Zoho Bundle Is Right For You?
When it comes to Zoho, whether you are new or a Zoho veteran, there is a lot to digest. As most of you already know, there are quite a few products (40+), and with that, there are also quite a few bundles. For more information about each app, check out our resource library and if […]
Getting Started With Zoho Creator Part 4 – User Roles & Permissions
Continuing with our Zoho Creator series, Josh discusses setting up your user roles and permission inside of your Creator app. ? TIME STAMPS ?0:00 Intro1:03 Set Up Permissions8:05 Set Up User Roles10:22 Create Custom Roles For Data Sharing13:32 Customize The Record Owner
Chart of Accounts in Zoho Books
This video on chart of accounts was taken from our May 2022 webinar on Zoho Books. See the full Zoho Books 2022 Webinar here: https://staging.zenatta.com/webinar-zoho-books-overview-best-practices/
Our Favorite WordPress Themes
When it comes to building websites nowadays, most people aren’t coding whole sites from scratch. In fact, even if you are a talented web developer, most of us are still going to pick a theme. With constant changes to updates, HTML rules, CSS, WordPress versions, and security loop wholes, going back and updating your code […]
Peak Realty Chicago – Case Study
Executive Summary Peak Realty is a real estate brokerage firm with an investment mindset. They help clients in all asset classes ranging from multi-family purchases and leasing to single-family home purchases and sales to rentals. Their team includes 15 employees and 25 independent contractor brokers operating in Chicago and its suburbs. The Challenge Prior to […]
Getting Started With Zoho Creator Part 3 – Create Custom Reports
Here is the third installment of our series to help anyone interested in learning more about Zoho Creator. In this video, Josh walks you through creating custom reports, custom filters, and creating custom actions. ? TIME STAMPS ? 0:00 Intro1:13 Creating A Home Page2:28 Adding A Panel Component For Tasks8:21 Configure A Query Parameter to […]
Sales Process in Zoho Books
This video on sales process was taken from our May 2022 webinar on Zoho Books. See the full Zoho Books 2022 Webinar here: https://staging.zenatta.com/webinar-zoho-books-overview-best-practices/
Purchase Process in Zoho Books
This video on purchase process was taken from our May 2022 webinar on Zoho Books. See the full Zoho Books 2022 Webinar here: https://staging.zenatta.com/webinar-zoho-books-overview-best-practices/
How To Best Utilize The 6 Core Features In Zoho PageSense
Zoho provides a few excellent web tools to help businesses make the most of their website. One of these tools is Zoho PageSense. PageSense, in some ways, is similar to Google Analytics, but where it shines is the other features it offers, including Heatmaps, Form Analytics, and Push Notifications. To unlock all of its features, […]
Getting Started With Zoho Creator Part 2 – Create Custom Pages
Here is the second video of our series to help anyone that is interested in learning more about Zoho Creator. In this video, Josh walks you through creating custom pages with all the tools available inside the page builder. ? TIME STAMPS ? 0:00 Intro1:13 Creating A Home Page2:28 Adding A Panel Component For Tasks8:21 […]
