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Custom Buttons For Reports In Zoho Creator

In this tutorial, Josh explains how to create custom buttons on reports in Zoho Creator. Custom buttons can be used to trigger actions and functions within your Zoho Creator projects. The video covers the following key points: We emphasize that custom buttons offer great flexibility and can be used for various purposes within Zoho Creator […]

Advanced Formula Fields In Zoho Creator

In this video, Josh provides an overview of formula fields in Zoho Creator and demonstrates their various capabilities. Formula fields are a powerful feature that allows you to perform calculations, manipulate data, and display dynamic content based on predefined expressions. Key points covered in the video include: Conclusion In summary, formula fields in Zoho Creator […]

Effortless Data Updates Using Stateless Forms in Zoho Creator

In this video, Alex discusses stateless forms within Zoho Creator and how to use them effectively. Stateless forms are forms that do not store data within Zoho Creator, making them suitable for various purposes, including updating records in external systems like Zoho CRM. The video provides a step-by-step guide on creating a stateless form and […]

Bidirectional Relationships Between Lookup Fields & Subforms in Zoho Creator

In this video, Josh discusses bi-directional synchronization between lookup fields and subforms in Zoho Creator. The goal is to provide a more advanced understanding of how to use subforms effectively within Zoho Creator projects. Bi-directional synchronization allows you to create child records either through a subform or a standalone form, providing flexibility in managing data. […]

Standard Subforms in Zoho Creator

This tutorial discusses the use of subforms in Zoho Creator. Subforms are a way to establish parent-child relationships between records, and they are explained in detail in the video. The pros of using standard subforms include ease of creation, the ability to edit multiple rows at once, and the option to view and edit rows […]

Understanding Lookup Fields In Zoho Creator

This tutorial discusses the concept of lookup fields in Zoho Creator. It explains how to create lookup fields and their practical applications. Lookup fields are used to establish parent-child relationships between records in an application. They allow you to link child records (e.g., tasks) to parent records (e.g., accounts) and enable you to create related […]

Benefits of Reconciling Your Bank and Credit Card Accounts in Zoho Books

Optimal financial management goes beyond mere tracking; reconciling bank and credit card accounts in Zoho Books safeguards your transaction accuracy and integrity. Why Reconciliation is a Non-Negotiable While Zoho Books pulls in your bank transactions and balances in real-time, ensuring consistent and error-free records calls for periodic reconciliation. Dodging the Duplicate Transaction Bullet Keep Tabs […]

Automating Your Invoicing: How Zoho Books Streamlines Your Billing Process

When it comes to automation, achieving a seamless invoicing process should be as straightforward as clicking a button. Yet, not all business platforms are crafted with equal finesse or offer the same potential to construct the automation you require. Fortunately, Zoho Books emerges as a reliable ally, furnishing the indispensable tools you need to sculpt […]

Connect Pay USA – Case Study

Executive Summary ConnectPay is a leading provider of payroll and tax processing services tailored to the unique needs of small businesses across the United States. With 183 dedicated employees spread across 11 locations in 7 states, they serve a diverse clientele in all 50 states. Through their custom solutions, businesses not only regain control of […]

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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