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AZAAZ – Volume 1, Issue No. 23

Questions Answered

💬 1. (1:39) Is [Zoho Social’s direct messaging feature] triggered by entering a phone number for the direct message recipient?  Can it group direct message people?

💬 2. (4:50) Hello, Do you have any tutorials on how to activate or enable taxes in Zoho books? I need help regarding Property tax Payable account – this is a current liability in my chart of account but does not appear every time I categorize or make a JE.  I need some help, please.  Thank you

💬 3. (9:43) I was wondering if anyone can weigh in here on the best way to set up the CRM for my use case. For every lead we bring in there are 3 possible outcomes: Member, Agent, Client. Each lead can be a client multiple times. and they can also be a combination of Member, Agent and Client. How would I/can I structure this in relation to the modules that already exist or need to create? 

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

💬 4. (11:56) Dialing from CRM on mobile uses your phone not the RingCentral app, does that mean it uses the phone dialer or data on my cellular plan?

💬 5. (14:39) In Zoho Flow’s “Create or update Zoho CRM contact”,  I want to fetch a contact and then update that contact, but the update action in Zoho Flow only requires me to enter the “Last Name” field.  It seems like Flow actually uses “email” to find unique records, but “email” is not a required field.  Should we always use both “last name” and “email” to be certain that it will update correctly if two contacts have the same “last name”?

💬 6. (19:25) We have accessible image URLs field data, but I don’t see a way to build Canvas designs in CRM that allow you to add an image using these source URLs.  There’s an Image element, but it seems to only allow a static URL at design. If it’s not available, is there a recommendation to generate this in Canvas designs or build a custom field in the records to show the image (i.e., to make it available as an element in canvas)?

💬 7. (22:27) I am a travel agent, and I can’t use any of the Zoho credit card options because they all process the card. I use the client’s card info directly with the travel supplier so I need to see all of the card information to do this. Would the vault solution in the portal be the answer to this limitation?

💬 8. (26:01) You mentioned the “roles” in projects are just tags, but does Zoho Projects have the capability of catering to the traditional record hierarchy like Zoho CRM can? 

💬 9. (28:03) [Can you] change the background [of a Zoho Creator HTML snippet] into an image? Are you able to make [HTML elements on a Zoho Creator Page] clickable?

💬 10. (31:17) Could you do the same or similar process for eBay or Amazon [as you did for Shopify]?

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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