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 Susan Clark | Jun 2, 2020 | Email, Support, Tips
Updating Your Zoho Login Email Address In this blog, we will go through the steps of how to update your Zoho login email address because this is a common question we receive through our website’s Zobot. Changes within an organization are normal and ongoing. For...
by Susan Clark | Sep 7, 2018 | Business Process, Data Administration, Tips
How do those duplicate records get in our database? Maybe from importing or syncing with your Outlook or Google Contacts. Who knows, but they are annoying. Zoho has some options for merging these records to help you get rid of duplicates in your database....
by Susan Clark | Aug 9, 2018 | Email, Productivity, Tips
When getting started with Zoho CRM, all users should tweak their Personal Settings area inside of Zoho CRM. The video below discusses how to update your personal information, verify your timezone, how to add a photo to your avatar and how to add a pre-formatted...
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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