Zoho Books Reporting Enhancements
Three new updates in Zoho Books around reports and reports permissions.
Battling Cart Abandonment
This guide by Zoho explains the value of having a system in place for cart abandonment to maximize your sales and increase revenue. Learn all the different aspects of cart abandonment in this guide and then how to use Zoho Campaigns to counter those abandoned carts. In brick and mortar stores, sometimes the items in […]
Safety Stock Formula
Zoho Form’s Now Allows for Co-Editors
This update has been a long time coming and is a really nice enhancement. There are still some limitations, but this is a good start: A co-editor can: Access and submit Builder (except Payment and CRM fields) Rules Themes (except Saved Themes) Settings (except Document Merge and Manage Form Attachments) Share forms All Entries (can view […]
Modernize your Website with Shopify & Zoho
Modernize your Website with Shopify & Zoho A well-designed website is an essential part of doing business. It used to be that a company’s web page was primarily about marketing and sharing information. Today, your site may be one of your main points of sale. It may even be the center of your commercial model. […]
Zoho Meeting Security Update
You can no longer “Restart” an old meet by clicking on the old link. Going forward, meeting IDs will expire after use. This is a small but necessary update. I don’t think it will affect most users.
EOL Announcement: Zoho CRM Plug-in for Microsoft Outlook
Zoho is going to EOL their old Microsoft Outlook Plugin for Zoho CRM. Fear not – you have a lot of options that are, in most cases, better solutions.
Creating a Zoho CRM Custom Module Without Requiring a Record Name
This tutorial is a quick tip to create a custom module without requiring a record name, allowing a clean process to accomplish tasks for your team much quicker. Additional Resources Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we […]
A Complete Guide to e-invoicing in India
Using Signup Based Autoresponder
