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Пікірлер
@zachtaylor397 23 сағат бұрын
Can you pull quickbooks into zoho? So the reverse of what is shown on the video.
@user-gx1iw3xu8y Күн бұрын
This is a must - watch video! 😎
@smallbusinessautomation Күн бұрын
Thank you :)
@user-gx1iw3xu8y Күн бұрын
Super insightful! Looking forward to episode 2!
@smallbusinessautomation Күн бұрын
Thank you. Me too :)
@nehathakur1056 3 күн бұрын
Thank you very much for the detailed vids.. I am also starting with zoho forms & have a very basic ques. I am looking to add tables in my Zoho Forms.. for eg when did a student start & finish their studies their program name & city of education and same is with their work history. However, I am unable to do this in the zoho forms. Can you pls guide. Best
@smallbusinessautomation Күн бұрын
Thank you. Please use the "Subform" option. Let me know how that worked out. www.zoho.com/forms/subform.html
@charriemac1 4 күн бұрын
We have consistent issues with two way sync for reoccurring events when a change is made to the series.😢
@smallbusinessautomation Күн бұрын
Are the changes not syncing properly? Did you try checking with Zoho Support about that?
@user-gx1iw3xu8y 6 күн бұрын
Let's go ABR!! Proud to be part of this team of Samurais!!!! 😎
@mikronbilisimmerkezi4188 13 күн бұрын
Thanks, super team
@smallbusinessautomation 9 күн бұрын
Thank you 😍
@DavidJachir 14 күн бұрын
great video, only problem is that it is not available yet on our system (no mention of it in the profile...)
@smallbusinessautomation 14 күн бұрын
Hello my friend, let me check it out for you and get you the new version ;)
@jacklarmond4934 13 күн бұрын
Also don’t see the option of “try new version”
@smallbusinessautomation 9 күн бұрын
@jacklarmond4934 If we are your Zoho partner, please send us an email, and we will hook you up (of course, for free). If you have a different Zoho partner, please contact them, and they will assist you.
@arkadygold 14 күн бұрын
how mach is it going to cost to make a design like this?
@smallbusinessautomation 14 күн бұрын
its $1500 per module. It includes the architecture, design, development and delivery.
@jatinkumarkakrey4403 15 күн бұрын
Very informative , Thanks for sharing
@smallbusinessautomation 14 күн бұрын
Thank you!
@arnaudhenrard2007 15 күн бұрын
Great video! Super cool! 😂
@smallbusinessautomation 15 күн бұрын
Thank you and happy you find it interesting
@midhatziyoiddinov6761 15 күн бұрын
thanks
@StevenHarris-md4qt 25 күн бұрын
Good video! We are using Thirdlane Business PBX as our VoIP solution with Zoho CRM-it works like a charm and is very cost-effective.
@alexk7837 27 күн бұрын
Question for Lior in the Creator section: You mentioned better spending money on the web. What are you referring to? Some sort of a web front (what platform? React?) that uses webhooks and API calls to the Zoho backend? Or are you referring to Zoho Sites (I find Zoho sites very difficult to modify and adjust to your needs. I can't imagine integrating it with Zoho applications other than basic CRM intake forms). Can you elaborate on this?
@smallbusinessautomation 27 күн бұрын
I will provide a quick answer and will provide more info in the upcoming Q&A. In general when we need to create a portal we create a web portal on a web server (not zoho sites). 99% of the times its react with mongoDB. we will sync data with the portal from zoho apps (crm, books, etc)
@alexk7837 27 күн бұрын
What CRM information would be needed by customers? Is there a portal for Zoho One where customers can see their pending invoices, open tickets, paid invoices, projects, etc?
@smallbusinessautomation 27 күн бұрын
Zoho has a few portals. One for sales, one for accounting, one for projects, etc. If you need your customers to have access to more than one portal i would go with a custom portal. That's assuming you have 20-30k to invest.
@user-qx6ur7fi7p 27 күн бұрын
Very Informative. Thanks for Sharing
@smallbusinessautomation 27 күн бұрын
Thank you
@nelvinneilpanaligan1346 27 күн бұрын
Getter better each time. Worth subscribing!
@smallbusinessautomation 27 күн бұрын
Thank you
@user-gx1iw3xu8y 27 күн бұрын
Super informative session! Proud to be a member of this awesome team! 😎
@smallbusinessautomation 27 күн бұрын
Proud to have you!
@sheetalwatwale Ай бұрын
Hiii, I have updated all the fields according to the lead but still it is not showing in the lead conversion mapping . Can you tell me why ?
@smallbusinessautomation 28 күн бұрын
Its hard to debug a problem from a KZbin comment page. Maybe try to call Zoho support and see what they have to say.
@fafelo30 Ай бұрын
I always smash the like button on your videos, they really deserve it
@smallbusinessautomation Ай бұрын
Thank you 😍
@ThomasSchumanJr Ай бұрын
Can i do a mass text with an image?
@smallbusinessautomation Ай бұрын
not at that time.
@nelvinneilpanaligan1346 Ай бұрын
It is not supported as of this writing but we're checking its feasibility for future releases
@ThomasSchumanJr Ай бұрын
@@smallbusinessautomation I have to say i am VERY impressed with your extension. It checks all boxes in every single way, especially with the new addition for multiple ring central numbers. The only thing i see its still needing is the bulk image sending. If that could be added it would really make this the best ring central extension on market by far!
@ThomasSchumanJr Ай бұрын
I do have some questions on minor settings, is there someone i can speak with?
@ThomasSchumanJr Ай бұрын
Can i have more then one send and receive phone number?
@smallbusinessautomation Ай бұрын
Yes. No problem.
@freespiritkaro3414 Ай бұрын
Ahhh yess indeed ❤ This is precisely what I’ve accidentally discovered as I was « JUST » trying to connect other Zoho apps to my new Zoho site… There is so much to configure & optimise & learn first before any automation can take place !!! A large piece of a humble pie for me lol Question; I get that in order for all Zoho apps to communicate with each other one must connect them using their primary (super admin) email account - but once they are connected -> how can I set-up a customer-only email to handle all external comms across all Zoho apps, so that clients don’t ever see the superadmin email ? Is it possible to tweak this in one place for all apps simultaneously, like in the ZohoMail Admin app ? I have not found that function there, even though my customer-only email is set-up there as the admin of my organisation. I’ve only been able to tweak this in the ZohoBooks app so far in the « Sender email preferences » but don’t see how/where in other apps. I’d greatly appreciate any clues on how to resolve this 🙏
@tessarmada4473 Ай бұрын
Hey there! On my invoices, is it possible to automatically show the total amount a customer owes me? For instance, if they already owed $150 and the new invoice is for $50, I'd like it to show a final "balance due" of $200. Is there any way to do it in Zoho Books?
@thepokerpeople Ай бұрын
Quick Question - on zoho form builder everything is in one column. Can I put first and last name fields next to each other? My form is getting really long compered to the text next to it on my website page. Thanks!
@freespiritkaro3414 Ай бұрын
Hello and Thank You for this brilliant explanation 🙏 please could U help with the following, I am getting so confused here; Do I need to create separate forms for « contact » and « bookings » and use either « web-to-contact » or « web-to-lead » or can I just have one and the same form for everyone which will be either filled out to the max when ppl are ready to book or only with the basic 3 fields asking a question ? What would You recommend pls ? From your video it looks like I could just filter later but perhaps it’s better to keep these forms separate from the start ? Also, what is « web to case » ? Many thanks again 😊🙏
@smallbusinessautomation Ай бұрын
Thank you. You will need a form per module. I hope it makes sense.
@freespiritkaro3414 Ай бұрын
@@smallbusinessautomation It does :) I am bingewatching your content - Thank You again for your clear explanations. Now it appears that Zoho Bigin might be better for me as a solopreneur. I appreciate your help greatly 🙏
@user-gx1iw3xu8y Ай бұрын
Great video as always!
@smallbusinessautomation Ай бұрын
Thank you.
@dominicjoslin5431 Ай бұрын
Well explained, and Zoho looks amazingly comprehensive.
@smallbusinessautomation Ай бұрын
Thank you.
@knowledgesuave Ай бұрын
This was a life saver, thank you
@smallbusinessautomation Ай бұрын
Super happy to help!
@simonfedorovsky4576 Ай бұрын
This is so awesome, well done you two. Great to see two brilliant minds sharing some insight
@smallbusinessautomation Ай бұрын
Thank you Simon!
@NerdAffiliated Ай бұрын
You freaked me out, because my name is also Stephen. lol
@smallbusinessautomation Ай бұрын
😅
@westofbrickell Ай бұрын
Since Zoho makes it impossible to get a push notification on the iOS Zoho CRM for new Leads, I guess this workaround will do. Thank you.
@smallbusinessautomation Ай бұрын
These days its all possible using apis.
@user-gx1iw3xu8y Ай бұрын
Two great business owners having a must - watch conversation! 😎
@smallbusinessautomation Ай бұрын
Thank you for the super kind comment
@user-xt5gm1lo6s Ай бұрын
Great video! I have a question, is there a way to put a check box or something for people who say that they don't want to receive emails for example and then it will automatically put them in a don't send emails category? Thank you
@smallbusinessautomation Ай бұрын
Thank you. Yes there is a way to optout.
@shreyanshkaushik9050 Ай бұрын
Helpful
@smallbusinessautomation Ай бұрын
Thank you
@user-gx1iw3xu8y Ай бұрын
Proud to be part of such an amazing team!! 😍
@smallbusinessautomation Ай бұрын
Thank you 🙏
@zakariaelou Ай бұрын
I have a question please. Can we send up to 20000 emails to 20000 contacts in Zoho CRM? At what cost compared to Zoho campaigns? Thanks!
@smallbusinessautomation Ай бұрын
Zoho crm is limited to a 1000 emails a day. Not much to compare now :)
@zakariaelou 2 ай бұрын
Can we set a workflow to send annual recurring payment per member for an membership for example, based on the joining date + 12 months. Is that correct?
@smallbusinessautomation 2 ай бұрын
Correct. It can be a set amount every year or it can be a dynamic amount sent from the CRM. In that case you will need a developer to help.
@munchkinm6929 2 ай бұрын
Exactly what I needed thank you!!
@smallbusinessautomation 2 ай бұрын
Happy to hear that!
@user-gx1iw3xu8y 2 ай бұрын
Super cool technology! Thanks for the detailed explanation Lior!
@smallbusinessautomation 2 ай бұрын
Thank you
@dansheehan1993 2 ай бұрын
Great work Lior. UX simplicity for staff is equal to CX or first click retention strategy for customers.
@smallbusinessautomation 2 ай бұрын
Thank you sir!
@fafelo30 2 ай бұрын
I have seen many of your videos because you give us relevant information, thanks!
@smallbusinessautomation 2 ай бұрын
Thank you sir!
@alandsvenalvarado4276 2 ай бұрын
Are these updates already available? because in my zoho one I don't see the option yet to not make a field mandatory Thanks.
@smallbusinessautomation 2 ай бұрын
Send us an email if we are your zoho partner and will solve it for you.
@user-gx1iw3xu8y 2 ай бұрын
Super helpful as always! Thank you Lior!!!!
@smallbusinessautomation 2 ай бұрын
Thank you
@nicholasombalo9306 2 ай бұрын
Hello how can I associate tag reporting to a customer payment
@SFIRConsulting 2 ай бұрын
Hi Nicholas, if the customer has an automated tag associated with it then all payments will match the invoices which would automatically pick up the tag from the customer master data. You can test this out by running a balance sheet report, filtering to a tag, and opening up the receivables account. You will find customers with both the invoices and payments posting against them. Hope this helps :)
@user-yh3xs5ij1o 2 ай бұрын
Thank you Mr. Lior, It was very helpful, quick question out of the subject please,.. name for screen recording sft that you use it very nice😍
@smallbusinessautomation 2 ай бұрын
Thank you. This is Camtasia
@user-yh3xs5ij1o 2 ай бұрын
@@smallbusinessautomation Thank you
@caroldenhartog5973 2 ай бұрын
Love this song almost as much as I love working at ABR! No better workplace than one that feels like home and people that feel like family.
@smallbusinessautomation 2 ай бұрын
Thank you for the kind comment. The feeling is mutual ❤
@nelvinneilpanaligan1346 2 ай бұрын
🤘🤘🤘
@smallbusinessautomation 2 ай бұрын
🤘
@Vinithakur93 2 ай бұрын
I'm glad to say that I'm one of ABR's Samurais ⚔
@smallbusinessautomation 2 ай бұрын
Fantastic to fight beside you every day!
@jatinkumarkakrey4403 2 ай бұрын
Proud to be a part of amazing Team❤
@smallbusinessautomation 2 ай бұрын
Fortunate to have you with us ❤