by Jason Grogan | Nov 18, 2024 | Business, Business Process, Collaboration, Customization, Data Administration, Sales
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...
by Shelly Fausett | Nov 11, 2024 | Business, Business Process, Custom Development, Customization, Productivity, Sales
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...
by Zach Spader | Nov 4, 2024 | Business, Custom Development, Customization, Sales
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...
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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