Blogs
Simplifying CRM Data Access with Zoho CRM: Using URL Criteria in Analytics Reports
Simplifying CRM Data Access with Zoho CRM: Using URL Criteria in Analytics Reports Introduction: Zoho CRM, in combination with Zoho Analytics, provides a powerful solution for quickly accessing related record report data. In this post, we'll explore how create...
Setting Up Global Sets in Zoho CRM: A Developer’s Guide for Users
Setting Up Global Sets in Zoho CRM: A Developer’s Guide for Users Welcome to our blog! Today, we’re diving into the world of Zoho CRM, a powerful tool for managing customer relationships and sales processes. As a developer, I often get asked how to harness the full...
Displaying Subform Information as a Custom Related List in Zoho CRM
Displaying Subform Information as a Custom Related List in Zoho CRM Zoho CRM's flexibility allows you to enhance your customer relationship management by customizing how data is displayed and accessed. One powerful customization option is the ability to display...
How to Create a Collection of Dates, Sort Them, and Copy to Zoho CRM: A Developer’s Guide Hello Developers and Zoho CRM Users!
How to Create a Collection of Dates, Sort Them, and Copy to Zoho CRM: A Developer's Guide Hello Developers and Zoho CRM Users! Today, we’re diving into a practical task that many of you might find handy — creating a collection of dates, sorting them in descending...
Harnessing Rich Text Fields and Deluge Functions in Zoho CRM
Harnessing Rich Text Fields and Deluge Functions in Zoho CRM Introduction: In Zoho CRM, the combination of Rich Text fields and Deluge functions can unlock a powerful capability to integrate email content from related records. This blog post explores how you can use...
The Importance of Subforms in Zoho CRM: A Guide for CRM Admins
The Importance of Subforms in Zoho CRM: A Guide for CRM Admins As Zoho consultants, we've seen firsthand how Zoho CRM can revolutionize the way businesses manage their customer relationships. Among its many powerful features, subforms stand out as a game-changer for...
Client Script for Subform Row Extraction
Client Script for Subform Row Extraction To use a client script in Zoho CRM to extract information from a subform in the Quotes module and enforce certain validations before saving the record, you'll need to follow a systematic approach. Here’s a step-by-step guide to...
NEW YouTube Video: Intro to Cornerstone
We're excited to announce that we've taken our YouTube Channel ONERocks in a new direction! With the popularity of Zoho One, we've decided to expand our videos to cover the 40+ applications that Zoho One supports. Take a look at our new video here! Our Cornerstone...
How to Set GMail as Your Default Email Client
Fellow Gmail users ... ever click on a "mailto" link (like this one, for example) to share web content via email, only to have your browser attempt to open the wrong email client? For instance, my computer always used to try opening up Outlook, even though I'm a...
Could an Automated Zobot Be The Answer?
Using Zobot to engage your website visitors I'm sure you have seen chat programs on websites that appear as a bubble, encouraging you to engage with a rep to get the answers you need. If there is some sort of automated (vs. human) interaction, they are referred to as...