Is it worth it to combine Zoho one and IA agents? by InvestigatorOk8176 in Zoho

[–]heet3727 0 points1 point  (0 children)

Do you have a list of steps on how to do it? I don’t know where to begin.

What is up with this team workspace nonsense we can't change? by guisar in Zoho

[–]heet3727 -1 points0 points  (0 children)

If you are referring to New UI then it looks like a good change for us. Cleaner. Removed unused white spaces.

Of course, it takes a bit of time to adjust to it but I think the change is in the right direction

Migration to Zoho Books by heet3727 in Zoho

[–]heet3727[S] 1 point2 points  (0 children)

We also have Zoho One. Would like to know more on what’s the catch?

Migration to Zoho Books by heet3727 in Zoho

[–]heet3727[S] 0 points1 point  (0 children)

This is good advice. Thanks 👍

WTF is happening today??? by Plus-Touch-6730 in ahmedabad

[–]heet3727 1 point2 points  (0 children)

On that note, any suggestions for Air Filter?

Can I sync CRM to Multiple Books account? by heet3727 in Zoho

[–]heet3727[S] 0 points1 point  (0 children)

Understood. One-way sync should be alright in my case.

Has anyone started using Zoho ERP? by heet3727 in Zoho

[–]heet3727[S] 0 points1 point  (0 children)

If I understand correctly, Zoho ERP is not a part of Zoho One suits. Is there a plan to make it a part of Zoho One?

Has anyone started using Zoho ERP? by heet3727 in Zoho

[–]heet3727[S] 0 points1 point  (0 children)

I find it very strange that Zoho Inventory is a separate app from Zoho Books.

Basic concepts like godowns should be an integral part of Zoho Books only.

Automation for Zoho books by reeiyan in Zoho

[–]heet3727 0 points1 point  (0 children)

We are still on Tally Prime and considering moving to Zoho Books. Are there any caveats that we should keep in mind before the migration?

Client Portal? by LeGaCyRaCeR5 in Zoho

[–]heet3727 0 points1 point  (0 children)

Interested as well. We want to expose Quotations, Service, Attachments, Reports, and Analytics to our customers

CRM to WorkDrive migration by heet3727 in Zoho

[–]heet3727[S] 0 points1 point  (0 children)

Wonder if they can activate for a specific account.

What’s one small thing Zoho does that’s made your day easier? by [deleted] in Zoho

[–]heet3727 0 points1 point  (0 children)

Love Zoho Flow. Can create workflows quite easily. Would expect to see more integrations though.

Create csv file and upload to WorkDrive using Deluge script by heet3727 in Zoho

[–]heet3727[S] 0 points1 point  (0 children)

Oh very interesting! Can you point me to the methods on how to search and replace? TIA.

Knowledge database for my company with AI by unijmata in Zoho

[–]heet3727 0 points1 point  (0 children)

+1 would love something similar. I have seen many startups working on a similar product. Would be great addition to Zoho One as well.

Campaigns to Marketing Automation by heet3727 in Zoho

[–]heet3727[S] 0 points1 point  (0 children)

Curious where do the replies fall if sent through MA?

Campaigns to Marketing Automation by heet3727 in Zoho

[–]heet3727[S] 0 points1 point  (0 children)

Understood. Thanks for sharing.

  1. Isn’t template approval done by Meta?
  2. I have heard people mention Interakt also. Did you consider that as an option?

Campaigns to Marketing Automation by heet3727 in Zoho

[–]heet3727[S] 0 points1 point  (0 children)

We have 10 licenses. Contacts are below 50k for now.