End-of-Year System Review for Zoho CRM
As the year draws to a close, ensuring your Zoho CRM is optimized for peak performance is crucial. A systematic review can enhance efficiency, data integrity, and user experience. Let’s dive into the key areas our team put together to focus on. De-duplicate Contacts and Accounts Duplicates in your CRM can lead to confusion and […]
Our 10 Favorite WordPress Plugins – 2023
Another year, another batch of WordPress plugins. Here are our top picks for 2023! (And no, they aren’t in any particular order) 1. ZPortals When it comes to client portals and Zoho, one reigns supreme – ZPortals. This WordPress plugin is easy to configure and integrates with all the main core Zoho applications. If you […]
Quick Actions for Calls in Zoho CRM
This video tutorial demonstrates how to log an activity or task directly from a call within the CRM using the CRM dialer feature. Key takeaways: Steps: Benefits: This video provides a valuable tip for CRM users who want to make the most of the CRM dialer feature. By logging activities and tasks directly from the […]
Using The Zoho Creator Extension In Zoho CRM
Audio Podcast The Zoho Creator extension for Zoho CRM allows you to integrate Zoho Creator forms and reports directly into your CRM. This means that you can view and edit Zoho Creator data from within your CRM, and you can also create new Zoho Creator records from your CRM. To integrate a Zoho Creator form […]
Exploring Custom Layouts in Zoho Creator
This video tutorial provides a comprehensive overview of creating custom layouts for reports in Zoho Creator. It delves into the process of customizing both quick view and detail view reports, equipping you with the knowledge to enhance the visual appeal and organization of your data presentations. Quick View Layouts Detail View Layouts Additional Features Conclusion […]
How To Connect Zoho Books Bank Feeds Using Plaid & Yodlee
This video tutorial demonstrates how to connect your bank feeds to your Zoho Books application using either Plaid or Yodle. The video covers the following steps: Plaid Setup Yodlee Setup Troubleshooting If you encounter any issues connecting your bank feeds to Zoho Books, please refer to the Zoho Books Help Center for troubleshooting tips.
Sorting Multi-Select Lookup Fields in Zoho CRM
In this quick tip, Landon demonstrates how to customize the results that appear when selecting items in multi-select lookup fields within Zoho CRM, both for standard and custom modules. This can be particularly useful if you want to sort and display specific items at the top of the list when making selections. Here’s a summary […]
Zoho Mail Full Product Overview
Zoho Mail is more than just a conventional email platform, it offers a comprehensive suite of features that elevate your email and productivity game. In this full product guide, we’ll dive into the key elements that make Zoho Mail a powerful tool. Feel free to use the video above for a visual aid for all […]
Building Your Own GPT
Unless you’ve been living under a rock for the past year, everyone knows about ChatGPT. AI has been taken off in a huge way for various platforms, including writing, art, video, and audio creation and manipulation. Now you have the possibility to create your own GPT, Generative Pre-trained Transformers. Let’s take a look at what […]
What To Do If Your Email Is Blacklisted
Getting blacklisted can be a disheartening experience. For many, an honest mistake. It means your carefully crafted messages are being flagged as spam and sent straight to recipients’ junk folders, hindering your efforts to reach your target audience. While this can be frustrating, it’s important to remember that there are ways to rectify the situation […]