Hi Raven, We answered your question on this week's episode of the CRM Zen Show. Click here to jump to our response - th-cam.com/video/gJg-plJW3QM/w-d-xo.html
Tutorials are well done, but zoho is becoming complicated. I believe Salesforce does not require coding and cardinality to match tables. You just pick what you want and it’s done. With Zoho, I feel like pulling my hair every day. Why can’t I go from zoho invoiced items to zoho invoice to customer contact to contact (crm) to lead source in contact when it is already connected. Whenever I get to invoice or further the crm data is gone and vice versa (depending if left or right join of course). And We re not using deal module… not potential deal id..
Hi Dr. Mathieu Belanger, It’s true that Zoho is a double-edged sword in that you have limitless possibilities to tailor it to your exact business process but it does require some leg work to get set up. If you don’t need much customization, you could probably find a more plug-n-play option through Hubspot. We don’t like SalesForce for locking you into long and expensive contracts.
After this tutorial I created so many new Fomula og Aggregate colums - Thanx
Great video tutorial on Zoho Analytics features. Thanks for providing these great Zoho resources!
How to sum of a formula column in grand summary in pivot view if anyone know please answer
Does Zoho Analytics SQL support Create Trigger type commands to auto update/insert/delete rows?
Hi Raven,
We answered your question on this week's episode of the CRM Zen Show. Click here to jump to our response - th-cam.com/video/gJg-plJW3QM/w-d-xo.html
There is nothing in #SQL; only Plsql is super.
Kindly provide links of Recruitment cell
Is there a formula to count the number of comma separated strings in a column?
Hi Daksh,
We answered your question on this week's episode of the CRM Zen Show - th-cam.com/video/Ue-FEkxV_Ys/w-d-xo.html
Tutorials are well done, but zoho is becoming complicated. I believe Salesforce does not require coding and cardinality to match tables. You just pick what you want and it’s done.
With Zoho, I feel like pulling my hair every day. Why can’t I go from zoho invoiced items to zoho invoice to customer contact to contact (crm) to lead source in contact when it is already connected. Whenever I get to invoice or further the crm data is gone and vice versa (depending if left or right join of course).
And We re not using deal module… not potential deal id..
Hi Dr. Mathieu Belanger, It’s true that Zoho is a double-edged sword in that you have limitless possibilities to tailor it to your exact business process but it does require some leg work to get set up. If you don’t need much customization, you could probably find a more plug-n-play option through Hubspot. We don’t like SalesForce for locking you into long and expensive contracts.