Freddy Hernandez, Author at Zenatta Consulting

Creating Topics in Zoho Campaigns

This video on creating topics was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/

Settings Inside Zoho Campaigns

This video on settings was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/

The CRM Zen Show Episode 212 – Turn And Face The Campaign Ch-Ch-Changes

Zoho News Implementation of the Week Code Share of the Week This Weeks Read New On Zenatta Application / Plug-In of the Week Tips and Tricks

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://zenatta.com/webinar-zoho-books-overview-best-practices/

The CRM Zen Show Episode 211 – Close Me If You Must

Zoho News Implementation of the Week Code Share of the Week This Weeks Read New On Zenatta Application / Plug-In of the Week Tips and Tricks

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 […]