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Standard Subforms in Zoho Creator

Standard Subforms in Zoho Creator - Zoho Creator - Videos -  - subforms in 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

Understanding Lookup Fields In Zoho Creator - Zoho Creator - Videos -  - lookup fields in 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 […]

Use Cases for Zoho Flow

Use Cases for Zoho Flow - Zoho Flow - Videos -  - use cases for zoho flow - Use Cases for Zoho Flow

In this video, we explore the common use cases for Zoho Flow. The video explains how Zoho Flow can be leveraged to pass data between Zoho apps, from third-party apps to Zoho and from Zoho to third-party apps. Key Points: Passing Data Between Zoho Apps Zoho CRM Automation Third-Party Apps Webhooks Common Use Cases: Conclusion […]

Creating Role-Based Custom Views & Filters in Zoho CRM

Creating Role-Based Custom Views & Filters in Zoho CRM - Zoho CRM -  - creating role-based custom views and filters - Role-Based Views in Zoho

Managing a growing team in Zoho CRM just got easier. Role-Based Views in Zoho allow you to create custom views and filters based on team roles, not just individual members. This guide breaks down the how-to. Understanding Roles and Groups Before you set up custom views, it’s essential to grasp the roles and groups within […]

Getting Started With Zoho Flow

Getting Started With Zoho Flow - Flow -  - Getting Started with Zoho Flow - Getting Started With Zoho Flow

Unlock the full potential of automation with Zoho Flow. This guide provides a quick overview to help you get started with Zoho Flow’s intuitive dashboard, task credits, and more. A Tour of Zoho Flow Dashboard What You’ll Find The dashboard serves as your home page, showcasing important elements like your total flows, currently running flows, […]

Serialized Inventory Tracking in Zoho Inventory

Serialized Inventory Tracking in Zoho Inventory - Zoho Inventory - Videos -  - serialized tracking - Serialized Inventory Tracking

In this tutorial, We will walk you through the process of setting up serialized inventory tracking in Zoho Inventory. This will allow you to efficiently manage and monitor individual items in your inventory, enabling better control and traceability.

Quick Overview of Zoho Cliq Settings

Quick Overview of Zoho Cliq Settings - Zoho Cliq - Videos -  - Zoho Cliq Settings Overview - Zoho Cliq settings

The video is part of a Cliq full product tutorial, focusing on the various Zoho Cliq settings. Here is a quick breakdown of the various talking points: Zoho Cliq Settings User Settings Admin Settings Organization Settings Permissions Allowed IPs Customizations Integrations Data Administration Reporting Migration from Slack For more resources on Zoho Cliq, click here […]

New Changes To Footers & Headers In Zoho Campaigns

New Changes To Footers & Headers In Zoho Campaigns - Zoho Campaigns - Videos -  - newheaderandfooter

In this tutorial, we navigate the recent changes in Zoho’s header and footer settings. Discover how to adapt to these changes, including setting up new defaults, bookmarking your templates, and maximizing the potential of the new email builder in Zoho Campaigns.

Using Zoho Survey Responses to Kickstart A Campaign Workflow

Using Zoho Survey Responses to Kickstart A Campaign Workflow - Zoho Campaigns - Videos -  - campaigns survey

In this video, we explain how to enter a contact into a Zoho Campaigns workflow using Zoho Survey as a trigger. Follow this step-by-step guide to integrate the survey with the CRM and create a segment plus a workflow based on that integration. ? TIME STAMPS ? 0:00 Intro 0:50 Survey Setup & Connections 1:31 […]

The Ultimate Guide to Configuring & Optimizing Zoho Inventory

The Ultimate Guide to Configuring & Optimizing Zoho Inventory - Zoho Inventory - Videos -  - Ultimate Inventory Guide

Streamline your inventory management with this Zoho Inventory tutorial. Discover key settings, SKU management techniques, e-commerce integrations, and reporting tools to enhance your business operations. ? TIME STAMPS ? 0:00 Intro 1:33 General Setting 8:27 Customers & Vendors 9:42 Items 17:43 Unit Of Measurements 19:54 Sales Orders 21:12 Currencies, Exchange Rate, & Taxes 22:29 Invoice […]

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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