Tagging contact records is a way to hand-pick multiple contacts to perform certain operations. Tagged records are treated the same as an activated filter or group. Read More
If you want to allow your users to contact external organizations that also use Skype for Business, you’ll have to enable the option in Office 365 first. This can be extremely valuable if your organization works with contractors or consultants!
This tip will teach you how to add custom help desk information to Office 365–users will be able to select the ?/Help button next to their user icon, and see your organization’s help desk information in addition to Microsoft help.
In this post, you’ll learn how to add your organization’s logo to Office 365. Users will see the logo when they sign in to portal.office.com, and it’s an easy way to make Office 365 feel a little more personal. Read More
One of the new features in Version 9 is the “Relationship Assistant”. This tool will let you know if an Opportunity is closing soon, if a record has had no activity in the last X days, and so much more. There are lots of articles out there to help users configure the relationship assistant via the personal options menu, but not many tell you how to change the “days before notifying” settings for the organization. Read More
If you just signed up for Zoho Creator and you’re looking for Zoho Creator help and a Zoho Creator tutorial, you’ve come to right place! Not knowing where to begin can be overwhelming, but we’ve got some tips that can help.
Back in the day, people would build their databases using products like Microsoft Access or Filemaker. This evolved. Now software companies like Intuit makes QuickBase and Zoho makes Zoho Creator. These do the same things with one huge difference: They’re in the cloud.
Because Zoho Creator is a cloud-based app creator, you can build your own systems completely from scratch in a hosted environment that can then be accessed by whoever you want, wherever they are, and the app can be integrated into other cloud-based applications—particularly, Zoho applications.
Did you know that with Zoho business software, users have the option to customize their business hours for their company, including the option to specify different hours for each day? Users can also assign specific shift hours (in different time zones) to other users and team members.
Setting up custom hours
- Click on “Setup,” then “General,” and then “Company Details”
- In the horizontal navigation menu near the top, select “Business Hours” to open the Business Hours Definition screen
- Click on “Custom Hours” to set the hours you’d like
- Click “Save”
When you sign up for Zoho CRM training with Marks Group Live, we’re not only excited to share information and tutorials on current Zoho features and products, but we also like to update our subscribers on new Zoho features. In today’s blog post, we want to discuss a fairly recent update regarding many-to-many relationships within Zoho and how it’s now easier than ever to create a custom one.
Previous method
Previously, before the new update, users wanting to create customized many-to-many relationships in Zoho had to add a custom module. This custom module would include look-up fields for each module that users wanted to connect to a contact. For instance, if you wanted to relate one contact with several others, you would have needed to create a custom module, “Connections,” and then add two contact lookup fields.
By adding Zoho Sign to your suite of Zoho apps, you can easily send out your CRM documents for signatures. With your current Zoho CRM subscription, it is available at no extra cost. You’ll have the option to install the Zoho Sign extension from the Zoho CRM marketplace once you create a Zoho Sign account. Once this is all set up, you’ll be able to send documents needed for signatures.
Creating your Zoho Sign account
- Log in to your Zoho CRM account
- Go to sign.zoho.com
- Accept an invitation to your organization’s account, or if you’ll be creating one, enter an organization name. You’ll want to confirm first that someone else in your organization hasn’t already created an account.
If you’re looking for a good source for Zoho CRM tutorial videos, you’ve come to the right place! At Marks Group Live, we provide Zoho CRM tutorial videos to our subscribers, which offer training on a wide array of topics. We cover everything Zoho has to offer, including the basic fundamentals of all Zoho apps and products, as well as detailed tutorials on some of Zoho’s best features. We pride ourselves on not only making Zoho easy to understand, but helping out our clients by providing tips and tricks that can allow you to use Zoho more efficiently.
Custom Modules in Zoho
One tip we’d like to share on our blog today is related to custom modules. If you’ve created a custom module in Zoho CRM, then you already know of the standard custom module name field. By default, this is a required, single-line field that essentially names the record. Often, it becomes an extra step when it comes to the record creation process, and is not always needed.
