I love your style 😂 we would def be friends if I knew you

As usual, incredibly helpful. Thank you!

Nice one

Can you integrate Pastel into zoho books

You have no idea how helpful this video has been. To then see the plethora of Zoho content on your channel, I’m in Zoho heaven. I love Zoho but figuring out how to get back to this essential dashboard was a pain. You were more helpful to me than ChatGPT in this moment. Thank you, sincerely.

Is there not a this.recordID function? I'd like to copy the contact's record to a clipboard to paste to an email. If we could parse the URL for "/tab/Contacts/" and then take the last number after that find+len, then there's no jumping back and forth. Or maybe there's already a function and I'm lost in translation. Thanks!

Hey! Thanks for another informative video. I am toying around with options to include in my Canvas views and I am only seeing the Column and Chronological view options there, not the tabular view option. Any idea why this is/if there's a way to get the tabular view in a canvas? I do have my canvas set up as a fixed width vs. Fit to Screen (as the FTS was too hard to regulate the pieces in this particular record). I'm not sure if that is why I'm not seeing the option. I do see the option if I switch to the Standard View, but I don't think most users would want to toggle. Thanks in advance!

Nice review! Thank you. For my site, the mobile presentation is not in the order I would like, for example it puts two images together on top of each other rather than having text box in between as it is on desktop view. But it does not appear that you can move these around on mobile and you can't just remove the images. Any advice?

Unfortunately I have the problem that the webhook URL from Zoho Flow is not accepted in most Zoho tools.

Tyler, Thank you! Always love the level of detail and insight you bring to these tutorials. Keep up the good work!

Thanks for the info.. Have to say Zoho has a really convoluted way of doing things. Makes change management from Hubspot or salesforce a hard sell.. Not sure why they don't just add sign or e-signatures directly to CRM since all the data is already there with out going through 10 additional steps... there should be no need to set up zoho books either to just e-sign a basic quote

Why do you usually recommend tasks over checklists?

P.S. Same way Zoho has a sheet view of data, having a Tables view of data, would be terrific to provide that in-line editing capability but in a nice UI

Can't agree with the comment that Tables has gotten better - it has pretty much not had an update since they opened it for general availability. It desperately needs an embed function - this is what really helped Airtable catch fire, as a way to add little database records into documents, websites, etc.. Tables also has no dashboard functionality, which they promised at launch was coming soon, so I'm hoping the flow integration is then a precursor to them connecting analytics, and that's a precursor to them adding dashboards. The biggest thing Zoho can do here is deep integration with writer and tables. If within writer, I can a) embed tables but even better b) easily create a table (and assuming they give Writer a pageless format) then Zoho could catch up with the likes of Notion, Clickup, and now even Google Doc which all let you blend data within a document format, which seems to be a popular way for people to consume information

Interesting overview. What is missing is Zoho's take on AI. The current implementation of their "Copilot" is "Zia", but it is rather limited, since it is still using OpenAI GPT 3.5, and you can't change the model to a more up to date one (with the sole exception of Zoho Trainer Central, but this one is not part of Zoho One).

May I ask why you kept using 1Password and not use Zoho Vault for your business? The migration is a pain, that is for sure, because Zoho Vault import is not supporting the 1Password native format, loses notes and vault structure.

I'd appreciate if you as an established Zoho Partner could get in touch with your Account Manager at Zoho to bring the Zoho Meeting video quality issue to their attention. The quality is so terrible, it reflects very badly on the entire suite of products. One bad apple spoils the whole bunch. I have no idea why the Zoho leadership is allowing this and not putting up the effort to either improve the quality to bring it up to the level where it can compete with Zoom/Teams/Webex, or stop providing the service, or enter a partnership with someone.

How to find admin in zoho using Zoho desk's API ?

So I setup a Z Voice account to test, and then installed the Zoho sms extension for sms in CRM. Thus far it is pretty sweet. It shows them like a conversation. If you have not looked at it I recommend trying it. It basically creates another field in the crm record and then stores all the sms there.

Can i use this Software for my Retail Auto New Spare Parts business?

I ran into a system limitation in that you can only store 15 addresses per contact in fsm. I am a contractor doing drone inspections. The company i receive work from has one of their operations managers (my contact in fsm) handling more than 15 service locations that I do regular work at. I've integrated all 3 apps so the integration works. However, this limitation makes fsm almost unusable. Any ideas on a workaround?

Thank you, great guide to Zoho One and it's various parts.

Hi, when creating the Rule Workflow, Why is not showing me on the drop down options 'Demo Form Submission' field that you added on the form? Is not giving me that option not sure why.

Thanks for the great video. One question, does Zoho Inventory sync with Shopify POS ?

Should you setup a separate workspace when working with client data?

Great Job again- I'll send a message at your site

The dashboard is a great concept for Zoho One, however it is very limited in its use, as it only covers a handful of apps. Hopefully over time, all apps will have widgets available.

So heavy, all these CRM's are very heavy.... disgusting.

Finally someone explains the Account vs Physical stock on hand. I'm running a business where I got multiple sales people in the road visiting clients. I'm currently doing some testing to move to zoho One, but I'm seeing that even if I setup Inventory follow up on the Physical Stock point of view, the salesperson will see the Accounting Stock on Hand when they search for product while creating an estimate. This will brings lots of misunderstanding when the sales order need to be picked up. Am I doing something wrong?

Zoho Learn has allowed quiz import for a while now.

You guys definitely make videos that I enjoy 0:40. I kind of have fun nerding out about Zoho because of you guys

Thanks for this very valuable walkthrough, Tyler! Much appreciated.

Thanks for such detailed explanation. If we create Jobs custom module, can we use it in Books to Job Cost?

Steve Carell teaching us

Work with Zoho One & available in UK?

Great video Tyler. I think I mentioned it before. I hate this from Zoho. They claim it's all unified but it's all just a bunch of clunky embedded s. Nothing unified about it. And don't get me started on their new "CRM UI" which is just a new nav menu. I wonder if zoho will ever actually release a real all-in-one product. Please give them the message lol, they'll listen to you.

Great Job! - How many workspaces can one have? Would it be the right structure to have a workspace per client data?

Hi Tyler, interested that you've said "in the future" we'll be able to add more. The potential of Zoho One is just off the charts if they can get some of the unifying elements right. That includes common dashboard widgets. That seems to be the direction they've been going with it looking like everything is being powered by Analytics under the hood. So I'm taking that Zoho has revealed something to you, in that regard.

Is there a way to hide the mandatory fields? There are some in my CRM that the Portal user are not allowed to see. I guess Canva for the Portal is somewhere in a backlog?

can we get the organization level items... like Employee attendance to the dashboard?

Sure I recall Tyler once saying on the podcast he hated the Zoho One unified view. For what it's worth we have struggled to make it work for us.

Awesome video

I have done this with my real estate documents. I aggregate multiple documents together in the order I want, then fill them, then make sure I have the right signers, then sent for signatures. When signed, it looks at what type it is and finds the right folder attached to the right deal and saves it.

Congrats, on your awards, Zenatta! (Chicago)

So I use Zoho Mail every day on Android, and yep, it looks different now with the formatting bar. But in my entire time of using it, I've never noticed not having rich text. If I'm ever sending a mail on my phone, I guess I simply am never bothering with formatting. For me, mobile is about quick sends so TBH, the extra rich text bar is just a bit of extra visual clutter now.

Nice title

Hmm it seems like you missed some big news like Custom Module Rollups or Formula Refreshs

Loving these. Very helpful thank you very much!

Works like a charm, thank you so much!

Proving that even the Dark Lord can master CRM solutions!