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AZAAZ – Volume 1, Issue No. 22

Questions Answered

1. (0:40) If we want to use Zoho Analytics data only for Zoho One users and not third parties, how would we share it, if we don’t want to allow making views public? 

2. (3:26) Do you know if there is a way to have some of the knowledge base articles directly on a WordPress site? 

3. (7:24) Is there any way to do a static meeting room (like zoom) in zoho meeting?

A website banner with the AZAAZ logo and a description for when the episodes air on the youtube channel

4. (8:23) Are [CRM native attachments] searchable using the global search in the top right corner? 

5. (10:30) I realized I can’t delete a Zoho Projects admin from any project. So whoever is admin can’t be restricted from accessing projects that might be restricted because of an NDA. Whenever a Zoho specialist needs to modify Zoho Projects they can’t be restricted from accessing all projects. How are you handling this?

6. (15:41) With Projects I could associate a team folder with all customer folders in it but it does not allow sub-folders to be associated with Projects. So in Workdrive I could not even have a team folder “Projects” with subfolders for each project. The only solution support gave me was to have a team folder for each project so Workdrive would have hundreds of folders on the top level without structure. What do you suggest?

7. (20:00) Does [the WooCommerce Integration with Zoho Inventory] do two-way syncing? if I update prices or inventory in Zoho, does it reflect in WooCommerce?

8. (22:52) I have a custom module in CRM and I actually need to send out a W-9 to people in that module. I have all their info except their SSN and I would like to use a TEXTBOX or FILLABLE FIELD to allow them to enter their SSN on the form. But I can’t figure out how to integrate all the fields I have in CRM on the form and ADD the ‘fill by them’ field for the SSN. All I can seem to figure out is to add their signature/initials to the CRM template. Any ideas?

9. (27:17) Are you willing to share the script or how [the Zoho Books to Stripe POS Integration] was implemented?

10. (29:17) Is it possible to apply proper capitalization [in Deluge] if the first letter of [a string] isn’t already capitalized?

11. (34:24) When testing my [Campaigns] workflows, I typically use a plus sign in the email so that I can sign up a few different users with the same email. However, these Leads/Contacts are skipped in the Zoho Campaigns sync due to “Invalid Pattern”.  Is there a way to change this, or a different method for testing live flows?

12. (36:58) I have a number of workflows that [update Lead] status. However, these leads aren’t entering [a blueprint associated with a related status]. If I manually change the status then the BluePrint works perfectly. How do I get the Workflows to daisy chain and make the Lead enter the Blueprint?

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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