What's new in Zoho CRM 2022

By andreamahoney


Task, Calls, and Meetings to be separate modules

Activities module is split into Tasks, Calls, and Meetings modules for ease of use and work.

Introducing failed action metrics and retry option in Workflow Report

In the workflow reports, failed actions such as bounced emails, failed webh...

January 22,2023 08:39 PM - Comment(s)

Create a public folder in Zoho Workdrive

By andreamahoney

How to create a public folder for people outside your organization and create an external link where they can upload,download, edit files without having access to your site
February 04,2020 01:58 PM - Comment(s)

Send an mass email using zoho templates

By andreamahoney

Setup a Zoho Crm template and send a mass email to your contact
January 20,2020 02:43 PM - Comment(s)

How to sync events between Zoho CRM and outlook

By andreamahoney

You can xync events between Zoho CRM and outlook or Office 365, Here is how to setup the integration between Zoho CRM and outlook or Office 365
January 15,2020 11:44 AM - Comment(s)

How to edit a drop down list in Zoho CRM

By andreamahoney

How to add and remove values in a drop down list in Zoho CRM
January 14,2020 01:31 PM - Comment(s)

How to save a view in Zoho CRM

By andreamahoney

You have a group of contacts you would like to save so that you can see the same group of contacts in the future without doing another lookup.
October 08,2019 02:13 PM - Comment(s)

How to add social media channels to Zoho Social

By andreamahoney

How to quickly create a brand and connect you social media accounts to Zoho Social
October 08,2019 12:33 PM - Comment(s)

How to forward a Zoho Sites page to an external website

By andreamahoney

How to easily redirect a zoho site page to an external url webpage
September 19,2019 02:59 PM - Comment(s)

Addins for outlook missing - ACT v20 and later

By andreamahoney

You have upgraded act and the act addins menu / tab is missing in outlook
September 04,2019 04:29 PM - Comment(s)

Zoho CRM how to edit a scheduled email

By andreamahoney

You have scheduled an email to a contact or lead in Zoho CRM and need to edit it
August 19,2019 01:14 PM - Comment(s)

What's new in Zoho CRM 2019

By andreamahoney

Check out the latest features in Zoho CRM in 2019.
August 13,2019 02:36 PM - Comment(s)

How to modify task status for all users in Zoho CRM

By andreamahoney

Here's where you globally modify the task status in zoho Crm
August 13,2019 10:48 AM - Comment(s)

Zoho CRM how to modify deal stages

By andreamahoney

To map stage and probability values

  1. Log in to Zoho CRM with Administrator privileges.
  2. Go to Setup > Customization > Modules and Fields
  3. Click the Deals module from the Modules list view.
  4. Click the Module Settings icon (elipse ... next to Deals) and select Stage-Probability Mappi...
August 13,2019 10:38 AM - Comment(s)

Automating your date description field in an invoice

By andreamahoney

Do you send out recurring invoices?  We do, and the biggest challenge is that clients want to know which month our invoice is for.  With Zoho Books you can automatically enter next week, month, year in the description or a date range, here's how

To add or subtract days,months or years, simp...

August 01,2019 11:09 AM - Comment(s)

Zoho Books how do i reconcile credit card transactions

By andreamahoney

When reconciling bank statements in Zoho Books the credit cards payments received are not available to reconcile. Here's how to add them
July 15,2019 08:28 AM - Comment(s)

Zoho Sites

By andreamahoney

Quickly add a submenu in 3 steps
July 11,2019 01:07 PM - Comment(s)

Zoho CRM how to change your contact's layout

By andreamahoney

Zoho CRM how to change your contact's layout
July 10,2019 05:09 PM - Comment(s)