Zocademy: Zoho Video Tutorials

Become a member today: https://www.zocademy.com/p/zoho-training-all-access Get the code by enrolling in this video for free on Zocademy: https://www.zocademy.com/p/add-update-address-information-in-zoho-crm-from-a-zoho-form-through-zoho-desk ====== In this video we show you how you CAN do something that Zoho said you couldn't! Link to forum post: https://help.zoho.com/portal/en/community/topic/zoho-forms-zoho-desk-mailing-street-mailing-zip-and-mailing-city The question was how can I update address fields (or other fields) in Zoho CRM from a Zoho Form that creates a ticket in Zoho Desk. By creating a workflow and custom function in Zoho Desk to do it! 00:00 Introduction 03:30 How to Add Custom Fields in Zoho Desk 04:09 How to Map Fields from Zoho Forms to Zoho Desk Ticket 05:00 How to Create a Workflow and Custom Function in Zoho Desk to Update Information in Zoho CRM 16:52 Testing to Make Sure it Works - Yep! Of Course it Does! ======== Link to start your free trial of Zoho ONE: https://www.edkinsgroup.com/zoho-free-trial.html The YouTube Zocademy channel is meant to provide educational information regarding business best practices with an emphasis on the Zoho Platform. Our objective is to empower people like yourself to learn how to get more done with less. We also have a website where you can purchase mini-courses to learn more in depth. We also offer memberships. The memberships include access to all mini-courses each month. Feel free to visit at: www.zocademy.com

Become a member today: https://www.zocademy.com/p/zoho-training-all-access In this video you'll learn the following: 1. How to create a custom url field in Zoho Desk 2. How to create an app in Zoho Creator to build a sales order (could be an estimate or invoice as well) 3. How to create a custom page in Zoho Creator with parameters to pre-populate an embedded form in the page 4. How to dynamically create a link in Zoho Desk to launch the Creator page to build the sales order 5. How to create a custom function in Creator to update a field from another workflow / function 6. How to create a custom function in Creator to build and create the sales order in Books and redirect to the sales order view in Zoho Books There's a lot here...so you will learn a ton about how Zoho apps can be creatively connected. Get the code shown in the video by enrolling in the matching Zocademy link: https://www.zocademy.com/p/create-a-zoho-books-sales-order-from-zoho-desk-through-zoho-creator?src=rumble Link to start your free trial of Zoho ONE: https://www.edkinsgroup.com/zoho-free-trial.html The Rumble Zocademy channel is meant to provide educational information regarding business best practices with an emphasis on the Zoho Platform. Our objective is to empower people like yourself to learn how to get more done with less. We also have a website where you can purchase mini-courses to learn more in depth. We also offer memberships. The memberships include access to all mini-courses each month. Feel free to visit at: www.zocademy.com

In this video you'll learn how to leverage Zoho Creator to extend functionality of Zoho CRM. In this case you are going to set up a quick entry screen as a webtab in Zoho CRM - the webtab is actually a Zoho Creator form and subform. You will learn how to do some Zoho Deluge in this. Visit Edkins Group for personalized one on one advisory and assistance: https://www.edkinsgroup.com?yt=quickaddacctcon Link to start your free trial of Zoho ONE: https://www.edkinsgroup.com/zoho-free-trial.html?yt=quickaddacctcon The YouTube Zocademy channel is meant to provide educational information regarding business best practices with an emphasis on the Zoho Platform. Our objective is to empower people like yourself to learn how to get more done with less. We also have a website where you can purchase mini-courses to learn more in depth. We also offer memberships. The memberships include access to all mini-courses each month. Feel free to visit at: http://www.zocademy.com?yt=quickaddacctcon

We believe in keeping it simple. Especially if you are just starting out with Zoho ONE. When you start with Zoho CRM, the 'out of the box' settings will show you every possible tab along the top and have very busy page layouts. In this video we show you how to pare back your tabs and page layouts to simplify the view - to ultimately help you focus on how to start using it for what you need right now - only the core critical items. If you are not yet using Zoho ONE for your business - you need to now - start a free trial, no credit card needed at the link below.. Link to start your free trial of Zoho ONE: https://www.edkinsgroup.com/zoho-free-trial.html?yt=cleanuptabs Link to the Edkins Group's website: http://www.edkinsgroup.com?yt=cleanuptabs The YouTube Zocademy channel is meant to provide educational information regarding business best practices with an emphasis on the Zoho Platform. Our objective is to empower people like yourself to learn how to get more done with less. We also have a website where you can purchase mini-courses to learn more in depth. We also offer memberships. The memberships include access to all mini-courses each month. Feel free to visit at: https://www.zocademy.com?yt=cleanuptabs

In this video we listen to a real client call going over how a person from the construction industry is using just three of the apps of Zoho ONE to manage their business...in his words. He has only been exposed to Zoho ONE...primarily Zoho Books, Zoho CRM and Zoho Projects for less than a week at the time of this call. This person was using another product and felt it didn't have what he needed for project management. Then he decided to try Zoho Projects...but only the free version. It too was falling short. Until he spoke with David at the www.edkinsgroup.com. David helped him realize how Zoho ONE would allow him a pathway to systematize his business to grow through systems. He decided to go out on his own over five days only to get frustrated and overwhelmed. We were able to bring him back to see the value and now he's excited for what the future holds. The Zoho ONE Quickstart Course: https://www.zocademy.com/p/zoho-one-quickstart-video-tutorial-course $400 off coupon: YOUTUBE400 Link to start your free trial of Zoho ONE: https://www.edkinsgroup.com/zoho-free-trial.html Link to the Edkins Group: http://www.edkinsgroup.com The YouTube Zocademy channel is meant to provide educational information regarding business best practices with an emphasis on the Zoho Platform. Our objective is to empower people like yourself to learn how to get more done with less. We also have a website where you can purchase mini-courses to learn more in depth. We also offer memberships. The memberships include access to all mini-courses each month. Feel free to visit at: www.zocademy.com

Do you use Zoho Projects to manage your project budgets and performance? If so, you likely invoice through your project in Zoho Projects. Have you noticed that even though the project is associated with the deal, it doesn't attach the invoice to the deal in the Zoho Finance related list in CRM? Maybe you haven't. This video shows you how to use a Zoho Books workflow and custom function to re-associate the Project invoice to the associated deal. The included code: //This is a sample function. Uncomment to execute or make changes to this function. invoiceID = invoice.get("invoice_id"); i nvoicedate = invoice.get("date").toDate(); organizationID = organization.get("organization_id"); t heLineItems = invoice.get("line_items"); for each li in theLineItems { theProjectID = li.get("project_id"); } info theProjectID; theProject = zoho.books.getRecordsByID("Projects",organizationID,theProjectID); info theProject; theProjectName = theProject.getJSON("project").getJSON("project_name"); info theProjectName; theDealRecord = zoho.crm.searchRecords("Deals","Deal_Name:equals:" + theProjectName); theCRMProjectID = theDealRecord.getJSON("id"); mp = Map(); mp.put("zcrm_potential_id",theCRMProjectID); resp = zoho.books.updateRecord("Invoices",organizationID,invoiceID,mp); Link to start your free trial of Zoho ONE: https://www.edkinsgroup.com/zoho-free-trial.html The YouTube Zocademy channel is meant to provide educational information regarding business best practices with an emphasis on the Zoho Platform. Our objective is to empower people like yourself to learn how to get more done with less. We also have a website where you can purchase mini-courses to learn more in depth. We also offer memberships. The memberships include access to all mini-courses each month. Feel free to visit at: www.zocademy.com

In this video you'll learn how to create a Zoho workflow in Zoho CRM to update a deal record when the document gets signed. ** this video includes an important note related to Zoho workflows - and includes a fix for it. Link to start your free trial of Zoho ONE: https://www.edkinsgroup.com/zoho-free-trial.html The YouTube Zocademy channel is meant to provide educational information regarding business best practices with an emphasis on the Zoho Platform. Our objective is to empower people like yourself to learn how to get more done with less. We also have a website where you can purchase mini-courses to learn more in depth. We also offer memberships. The memberships include access to all mini-courses each month. Feel free to visit at: www.zocademy.com

Have you wondered how you could create an auto-number field in Zoho Creator? Well, you're in luck, this video will provide the answers you need. In this video we show you how to create a specialized auto number field that is specific to a particular type of order and the year the order was placed. The example we have is [order type] - [auto number] - [year of order] so it looks like this: P-200-2020 Then the next one would be P-201-2020 To copy and paste the code shown in the video, go to the following Vlog post: https://www.edkinsgroup.com/zoho-creator-training/create-a-custom-auto-number-field-in-zoho-creator Link to start your free trial of Zoho ONE: https://www.edkinsgroup.com/zoho-free-trial.html The YouTube Zocademy channel is meant to provide educational information regarding business best practices with an emphasis on the Zoho Platform. Our objective is to empower people like yourself to learn how to get more done with less. We also have a website where you can purchase mini-courses to learn more in depth. We also offer memberships. The memberships include access to all mini-courses each month. Feel free to visit at: www.zocademy.com

There is a free function in the Zoho function Gallery that allows you to easily create a workflow that creates a new project based on a template in Zoho Projects when a deal / potential / opportunity is closed in Zoho CRM. In this video we show you how to set that up AND provide a bonus - what the free function doesn't do is associate the Zoho Project with the deal record in Zoho CRM. We include in this video the extra code (see below) to associate the two at the same time the project is being created. mp = Map(); mp.put("name",ProjName); datalist = List(); datalist.add(mp); datamp = Map(); datamp.put("data",datalist); resp2 = invokeurl [ url :"https://www.zohoapis.com/crm/v2/Deals/" + id + "/Zoho_Projects/" + response.getJSON("projects").getJSON("id") type :POST parameters:datamp.toString() connection:"associateprojects" ]; info resp2; Link to start your free trial of Zoho ONE: https://www.edkinsgroup.com/zoho-free-trial.html The YouTube Zocademy channel is meant to provide educational information regarding business best practices with an emphasis on the Zoho Platform. Our objective is to empower people like yourself to learn how to get more done with less. We also have a website where you can purchase mini-courses to learn more in depth. We also offer memberships. The memberships include access to all mini-courses each month. Feel free to visit at: http://www.zocademy.com

A question came through today - so we thought we'd start a new playlist addressing people's questions. Feel free to ask yours in the comments below... The thumbnail shows the question that came through today. It is: "I would like to simply add a message that includes information put into the form. It would say something like this:"You have successfully submitted a property. Your [company name] ID is: [dynamic form numnber]. The address you submitted is: [address from form]." We hope we provide a helpful answer. Our goal is to help as many of you as possible feel more empowered with the Zoho platform.If you were not aware, Zoho Forms allows you to direct the person that submits information in a form to a landing page you choose. That is nice. What is even nicer, is it allows you to send information that was entered into the form to the landing page. In this video we answer the question by showing how you can set this up with Zoho Forms, a website and some basic Javascript. We simply implemented the 'redirect' setting within Zoho Form and included a few parameters when sending it to the thank you web page. Learn more at: http://www.zocademy.com