by Jason Grogan | Dec 2, 2024 | Business, Business Process, Custom Development, Customization, Productivity, Tips
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...
by Shelly Fausett | Nov 25, 2024 | Business, Business Process, Collaboration, Custom Development, Customization, Productivity, Tips
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...
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 Jason Grogan | Oct 30, 2024 | Custom Development, Productivity, Sales, Uncategorized
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...
by Alex Vaz | Dec 21, 2021 | Business, Marketing, Productivity
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!...
by Susan Clark | Jan 24, 2019 | Business, Productivity, Sales
I am very pro CRM. I believe it is the lifeblood of all legitimate businesses. But if you are just starting out, you could use the light version of Zoho CRM, called Zoho Contact Manager. The free version offers a single-user platform with up to 500 records and 10...
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