Great video! Is it possible to do this with Checkbox or other selection tools?
@beckmanncollaborativeКүн 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.
@abert52408 күн бұрын
My favorite zoho expert
@abert524010 күн бұрын
You make Zoho easy to understand
@mesummohammed11022 ай бұрын
What if the approval needs to come from 2 or more persons?
@beckmanncollaborativeАй 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.
@francoisehret98372 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
@beckmanncollaborative2 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.
@francoisehret98372 ай бұрын
Excellent ! Thanks !
@cristiancorrales90194 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?
@beckmanncollaborative4 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
@TheJimMcDermott5 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!
@Beckwoman5 ай бұрын
This is so important to understanding how many Zoho apps work
@stephanienicolson82955 ай бұрын
Thanks for this video! How do you associated the contact from CRM to their specific project?
@beckmanncollaborative5 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
@abert52406 ай бұрын
Thank you for this..I was able to create my first workflow
@abert52406 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?
@beckmanncollaborative6 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.