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 […]
How To Use Zoho Books 2026 Tutorial
How to Use Zoho Books: Full 2026 Tutorial + Webinar Walkthrough Originally published October 19, 2023. Fully updated January 26, 2026. This complete guide walks through Zoho Books based on Zenatta’s in-depth product webinar, with updated insights on core settings, automation tools, migration steps, and daily workflows. Designed for both beginners and seasoned users. Watch […]
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 […]
Dynamic Picklist Values Using Deluge In Zoho Creator
In this video tutorial, Alex demonstrates how to dynamically populate values in a dropdown field in a Zoho Creator form by making an API call to Zoho CRM as an external data source. Here’s a summary of the key steps: This tutorial shows how to create a dynamic dropdown field that fetches data from an […]
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 […]