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@scientificapproach6578 2 күн бұрын
Great video! Is it possible to do this with Checkbox or other selection tools?
@beckmanncollaborative Күн бұрын
A field rule can be triggered from most of the basic field types, but the "Grouped Choices" option only applies to Dropdown fields. So multiselect, checkbox, or radio options cannot be dynamically filtered like you see in this video.
@abert5240 8 күн бұрын
My favorite zoho expert
@abert5240 10 күн бұрын
You make Zoho easy to understand
@mesummohammed1102 2 ай бұрын
What if the approval needs to come from 2 or more persons?
@beckmanncollaborative Ай бұрын
Thanks for your comment! A process with multiple approvers can be easily accommodated through a Blueprint. You do have the option to assign multiple owners to a Task. The other option would be to create a separate stage in the Blueprint for each stage of approval, in order of their hierarchy.
@francoisehret9837 2 ай бұрын
Nice video, thanks a lot. Do you have found a tip to get the folder id of the workdrive team folder of the project ? It would allow to work dynamically instead of hard coding the folder id. Thanks
@beckmanncollaborative 2 ай бұрын
Great question. The method to get the project's associated Team Folder ID via API is revealed in this recent forum post: help.zoho.com/portal/en/community/topic/power-of-automation-upon-archiving-the-project-files-will-be-automatically-removed-from-zoho-workdrive *Note that the request URL is different from what is in the API documentation, and Workdrive Scopes are required for the OAuth connection. I tried the method from the post and it worked.
@francoisehret9837 2 ай бұрын
Excellent ! Thanks !
@cristiancorrales9019 4 ай бұрын
Great video. Thank you. How would you recommend handling the billing portion we want to use books. Converting to sales order or invoice then allowing multiple payments?
@beckmanncollaborative 4 ай бұрын
Thanks for your comment! Our recommendations would be dependent on the unique factors of your specific business scenario. There are many different ways to configure the integration between Zoho CRM and Zoho Books, and certain options work better for certain types of businesses. You can reach out to us for a free consultation at this link: zfrmz.com/WHPG8UzHifhpu8ycRojk?vid_topic=CRM%20Writer%20Merge%20Doc
@TheJimMcDermott 5 ай бұрын
I just signed up for One and this was a life saver. It's the one piece of the prospecting process that I was missing. Appreciate it!
@Beckwoman 5 ай бұрын
This is so important to understanding how many Zoho apps work
@stephanienicolson8295 5 ай бұрын
Thanks for this video! How do you associated the contact from CRM to their specific project?
@beckmanncollaborative 5 ай бұрын
This video clip from @zohocrm shows how you can use the integration between CRM and Projects: kzfaq.info/get/bejne/kN2AaMteyb6limw.htmlfeature=shared&t=35
@abert5240 6 ай бұрын
Thank you for this..I was able to create my first workflow
@abert5240 6 ай бұрын
Great video. We have 2 service options on our proposal which we created..but our proposal is done on powerpoint or Zoho Show. Should we transfer the document to writer or try to format it there? Also how do you give the client a way to choose from one of the options...then hit approve?
@beckmanncollaborative 6 ай бұрын
Thanks for watching, great questions! Zoho is working on a native integration between CRM and Show. For now it can be achieved using Zoho Flow, which works in a similar way to Workflow Rules in CRM, but goes between applications: help.zoho.com/portal/en/kb/show/zoho-show-integrations/zoho-show-integration-with-zoho-flow/articles/zoho-show-integration-with-zoho-flow#Zoho_CRM__Zoho_Show For allowing the client options, you should be able to create checkbox fields in your CRM and then merge the checkbox field for each option.
@abert5240 10 күн бұрын
Wow I had the exact same question