AZAAZ - Volume 1, Issue No. 9 - a podcast by Brett Martin and Tyler Colt

from 2023-05-17T15:38

:: ::

This week on AZAAZ we answered:

❓The Questions❓

  • 💬 1. How can I assign customer to Contact Owner every time automatically when he/she contact again in CRM Contacts & I want to copy the whole contacts to departments.

  • 💬 2. I need to remove an item for sampling. How can I adjust?

  • 💬 3. How can I remove the ticket # from the subject in my response?

  • 💬 4. What would be the best way to implement in a Zoho CRM custom drip sequences with Email, SMS with Zoho Voice, direct mail from something like Lob, ringless voicemail via SlyBroadcast, etc.? We wanted the ability to have time delays, be able to start and pause the drip anytime and have it all logged in CRM, possibly in the timeline, to see where the contact is in the journey. What would be the best way to go about this if possible, maybe the CommandCenter, Workflows, Blueprints, etc? Also, have you implemented something like this for your clients before?

  • 💬 5. In our Zoho Projects portal, users have reported many instances where they have uploaded documents to a task or project, but the documents are not visible to other users or even the user that did the upload when they revisit the project or task. Is there a setting required for Documents to work properly within the Zoho Projects application? Is Workdrive required for all users in order for documents to work? Separately, is it possible to link up with Google Shared Drives using the Google Drive cloud upload option presented in the file upload menu in Zoho Projects? 

  • 💬 6. The global set has messed up my mail CRM integration. The global sets show up as numbers in Zoho mail instead of names. Any ideas?

  • 💬 7. Can you show an example of how to use a function during record creation that copies the value from one field to another? I get how to do this during edit/view, but during creation, this does not seem to work.

  • 💬 8. Wondering if there any significant differences between the mobile experience using Android or iOS?  For my purposes I would mostly be looking at CRM, Projects, Books, etc. I saw some comments and reviews mentioning that iOS might have a more complete experience and thought I would check your experience(s) and see if you had seen differences between the two and which platform was developed quicker with new updates etc?

 

 

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This Issue of AZAAZ was produced by:

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At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

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Further episodes of The CRM Zen Show

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