by Susan Clark | Feb 14, 2019 | Business, Business Process, Customization, Data Administration
If you have an idea, you can build it. Zoho Creator lets regular Joe’s build custom applications. No coding necessary. No need for expensive developers, lengthy build time, or the ability to read and write code! Creator is designed for the average person who wants to...
by Susan Clark | Jan 9, 2018 | Customization
Updating and Editing Drop-down values in Zoho CRM Sometimes the pick list options that come as standard in Zoho CRM, don’t include ones that would be helpful to your industry. The options are easy to update. In the video below, I use the Industry field as an...
by Susan Clark | Feb 5, 2017 | Customization, Data Administration, Tips
This video tutorial teaches you how you can build your own Zoho CRM Views. I start with showing you how to create a simple view and then build on that same view to have Zoho produce the filtered list that I want to display. We then progress to more complicated views...
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