Overview of the Zoho Commerce Integration with Zoho Inventory
This was taken from our Zoho Inventory webinar. Here is a brief summary of what was discussed in this tutorial:
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 […]
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 […]
The CRM Zen Show Episode 252 – I Blessed the CRMs Down in Africa
Zoho News Implementation of the Week Code Share of the Week This Week’s Read New On Zenatta Tips and Tricks
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 […]
Automation In Zoho Desk With Workflows, Macros, SLAs, & More
This tutorial on automation in Zoho Desk with workflows, macros, SLAs, & more was taken from our March 2023 product tutorial series.
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
ClearVista (formerly TVS Pro) – Inventory & Finance Automation Case Study Industry: Audio-Video Systems Integration | Location: Salt Lake City, Utah, USA | Team Size: 34 Apps: Zoho Inventory, Books, CRM, Analytics, WorkDrive, Cliq Automated Purchasing & Receiving Real-Time Profitability Insights Manager Dashboards & Reporting Executive Summary ClearVista, formerly TVS Pro, is a custom audio-video […]
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 […]
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