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AZAAZ – Volume 1, Issue No. 25

Questions Answered 💬 1. (1:50) [In Zoho Inventory,] can I add unique specifications per serial number? If so, where would that information appear? 💬 2. (3:59) Can we use aggregate functions in js in Zoho Creator?  💬 3. (6:28) I’ve been researching parsing tools for a future project and implementation and haven’t found anything turn […]

AZAAZ – Volume 1, Issue No. 24

Questions Answered 💬 1. (0:42) We have a customer who dropped off a serialized item that they own that we are performing repairs on. We then sent it to our technician at another location to perform the repair. I need to be able to track that the customer dropped the item off to me, I […]

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 […]

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 […]

AZAAZ – Volume 1, Issue No. 21

Questions Answered ? 1. (1:17) In Zoho Desk […] we added a “From Email Address” for each agent. Instead of getting a [reply] from support@ a customer would get a [reply] from brett@ or whoever replied to the ticket. I like it being more personal but […] I could not find a solution to automatically […]

AZAAZ – Volume 1, Issue No. 20

Questions Answered ? 1. (2:16) If I set [a zoho subscriptions] coupon to “forever”—will that  [apply] the same discount each month automatically? ? 2. (3:57) A member of staff recently decided to create an envelope template for some good old snail mail. We wanted to use the customer’s salutation and surname but only the first […]

AZAAZ – Volume 1, Issue No. 19

Questions Answered ? 1. (1:56) If I have serialized products that I want to track post-sale is that possible? (…) I need a holistic view of all historical inventory, ability to associate those S/Ns with deals/customers, and then have the data available in the CRM/Zoho so the product can be properly supported through the post-sale […]

AZAAZ – Volume 1, Issue No. 18

Questions Answered ? 1. (1:14) How can I integrate Zoho People with Zoho Forms? ? 2. (2:25) A few years back you put together this video:  Zoho CRM Automated Deals to Track Subscription Revenue Implementation – 2020. Do you have an updated version of this that you’re using? We’re already using Zoho Subscriptions for most […]

AZAAZ – Volume 1, Issue No. 17

Questions Answered ? 1. (1:42) I have a question on setting up Goals/Target. Is there any way we can add absolute values for goals/targets? Currently, from employee’s profile, it shows the weightage as a percentage. All I need is to remove a percentage sign from the ‘Goals/Targets’ tab.  Any custom function or any workaround is […]

AZAAZ – Volume 1, Issue No. 16

Questions Answered ? 1. (0:56) Trying to live my best life as a business owner, I knocked out a bunch of Zoho work on my iPad while sitting on the patio. Until……I tried to send an email through Campaigns. Cloning a past email was easy. As was editing the subject. But it wouldn’t let me […]

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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