You, sir, are my hero! Thank you for making such great and fun videos :)

Great!! Super useful.

Now there is such a thing as "ZIA powered by GPT", would you change any of you recommendations in this video in order to get ZIA & GPT making a better use of the Knowledge Base, for instance, when generating response emails?

Thanks

I love Zoho Tables,

what if we are using projects and targeting them but they already have a stage of closed project complete since we already did business with them but now we want to target them for something else how does this affect the stage?

Zoho Payroll does file and pay State and Federal taxes now. “Every payroll tax paid and filed on your behalf From local to state and federal, we ensure all your taxes are calculated, withheld, and paid on time, every time.”

So its not clear to me, how you filter based on the current record. I've set up a query and it pulls in all of the records. Having looked into it a bit more in the help, it seems to indicate you use the criteria you have to use the dynamic value and put a field value. When a create a variable I get another pops up asking me to put in a value for the variable? In your video, the query just seems to automatically filter.

This tutorial really doesn't explain exactly how to set up the email trigger

GREAT video overview of CRM to Zoho Books integration. What is left out is what happens when you have multiple Contacts under an Account when Books adds them as Customers. Does each Contact represent a separate Zoho Books Customer OR do we end up with one Customer with multiple contacts? I do not want to add integration until I know for sure how this specific scenario is addressed. Thank you.

I notice you have chosen not to include a live video demonstration in this presentation. Given the widely documented performance issues with Zoho Meeting's video quality over the past several years, I am curious whether this was a deliberate choice to avoid showcasing these limitations in real-time.

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We create invoices that have both billable hours and expeneses listed. Do you have a video that explains how to customize these types of invoices? Specifically, how to add the employee name to the expenses (so you know who created the expense) and how to summarize all the expenses on one line item, per employee, so that the invoice isn't 5 pages long with itemized expenses?

with out having zoho learn licence is it possible to participate in quiz

03:57 Can I change the mail template here? I have a better HTML template for it but I have to insert it every time...

The tutorial is quite helpful, with plenty of items to take. A quick question, Can the contact created go straight to a particular contact list instead of the general contacts?

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Great video. Do you have one that shows how to conditionally display fields in a record template?

We can't change the default CRM field to YES for bank payments?

Awesome vid. You should do one with the API Endpoint :)

If 5 people have access to a folder, can you make only 3 of those 5 people have access to a subfolder inside that folder?

Great video thank you Tyler. Issue we've had is that Zoho support say you cannot get 'this submission came from this page' from forms submissions, which is a problem when you are using a single form across multiple pages i.e. WordPress footer. You cannot add the referral code to the permalink as it would be the same on every page. Zoho say not possible to know which page submitted, which i cant believe. Unless you know better??

I asked Zoho to add tables a few times to my Zoho one account and they said it can't be done. 🫤

❤ love zenatta videos

I genuinely love this Tutor👌

Hi Koddy, we didn't used the system well at the begining and have done basic book keeping. So inventory was forced in, then accounting would enter supplier invoices without any P.O. or product number. Also, some order had B.O. and instead of using the same order, sales have created some new ones. All this put together, this make our inventory to be all over the place. I can't imagin entering back all p.o., all invoice and all sales order. Yes, we did screw-up bad... Is there a way to force seperatly physical and accounting inventory or I would need to start fresh with a new systrem? Thank you in advance

I love Zenatta videos

Is it possible to automatically fill in the fields for address after the postal code is filled in?

really appreciate all of your videos. is there a way integrate non system defined fields? do you have any videos you can refer me to?

Welcome back Question of the Week!

We are testing Zoho One. It’s looking like we will need a custom module in CRM to track the computers we repair for each contact. We will have to export existing data from QuickBooks Projects with no more than 20 fields per project/computer with up to dozens of projects/computers in business contacts. Seems like Subforms will be the winner for us. The computer information needs to follow through contacts, invoicing and books (needing only 1 or 2 identifying fields to follow). History of Zoho invoicing details needs to circle back to CRM Contacts. This seems like it would be possible!

Hey saw the payroll update I'm curious I know with gusto it will file forms and taxes for you does Zoho payroll do that now or is that still kind of a manual process?

I need a client portal to send Zoho Analytics KPI Dashboards too

G'day Tyler, Great explanation, thanks. I have used Word document merge for 20 years because of the flexibility, formatting etc - it's endless. So I'm getting started converting some docs to merge from Zoho CRM. The one thing I can't find at the moment is to change the text format to rotate 90 degrees. a double text box on the RHS margin that picks up the ACCOUNT NAME and CLIENT NAME, but i want it to print so it runs doiwn the margin and is the right way up when the document is laid on it's left hand edge [if that makes sense] i.e. I don't want it to write vertically, I want to replicate the 'text direction' command in Word. Thanks Rex

Hey guys, can you do an episode dedicated to the commandCenter? Do you recommend it? Thank you!

Sooo, there’s nothing showing HOW to implement the Automated Late Fee? I’m lost

Hi, If a customer gives us an excess amount than the actual invoice amount to use in future purchases, how can we record this amount?

Greg, you missed the opportunity to explain to me the why. Way too much how? The horizon of opportunties available to your constancy should have generated an example list n=5. At minimum. Not seeing the value of this feature. What is it solving?

Thank you my Greg! More videos like this please :) I am getting crazy with DateTime fields not working

thanks

i agree a demo will be helpful on this, thank you

bro forgot to show widget and form at the end of the webinar, but overall nice guide!

One of the most common things we use custom related lists for is combining related records that have more than one contact field in which the contact may appear. So for example we might have an investment account or an insurance plan (custom modules) and it has two account holder fields - Account Holder 1 and Account Holder 2 (both contact lookup fields) - so we end up with two related lists, but it doesn't really matter on a joint account to us if the contact is account holder one or two we just need to know they are part of the account. So we have to create a custom related list to combine the two automatically created related lists, same with deals where two contacts are linked to it - I think this is probably really common in the B2C space. I know some people would use multi-lookup fields for this instead of individual contact fields, and we tried them when they were first introduced and later when they were improved and they just have too many limitations especially with document creation and 'fields of lookup'. I'm really interested to see if queries will let us create them more quickly...but even more interesting would be if this new 'inbuilt' functionality will result in zPortals being able to see the related lists created using Queries as they can't see the ones we make ourselves.

I am new to zoho desk, off to a great start. However, every time a contact replies to a ticket it creates a new ticket and instead of putting it in the thread of the original ticket? can't seem to find the solution.

A demo would be great for this, thank you so much!

I really enjoy your videos but I've never used automation and process managent , I tend to use the email notification inside zoho forms that allows me to send auto emails to the client and sales team at the same time when a lead has been submitted by the client. Never thought about using the other so don't really know if there is any benefit of moving the goal post so to speak. cheers

Is it possible to pull in, let's say, the email address of a deal or account owner? It seems it's impossible to use the Users module for this, as it's grabbing the email address of the current user.

CRM queries are cool! 😎

10:47 Can‘t we achieve the described thing with lookup filters?

Last and First are reserved words, hence you were getting the grey.