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 […]
Setting Up Your Help Center Access Settings In Zoho Desk
Zoho Desk’s Help Center provides a powerful portal for customer support, knowledge base access, and community engagement. This guide walks you through the complete setup—from branding to ticket permissions—so your support portal is both functional and user-friendly. Step-by-Step Setup Guide for Zoho Desk Help Center What is the Zoho Desk Help Center? The Help Center […]
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 […]
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 […]
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
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 […]