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Welcome to Zenatta Consulting's RU-vid channel!

This channel is dedicated to all things Zoho, with fresh content every week! Be sure to subscribe and turn on notifications to get daily updates on Zoho news, tips, and product guides.

Have a question, or need professional help? Feel free to visit our site or message us anytime!

Zoho Thrive Full Product Overview
19:48
2 часа назад
Template Customization in Zoho Books
16:45
19 часов назад
How to Set Up Taxes in Zoho Books
20:17
14 дней назад
Zoho CRM for Everyone Tutorial and Demo
27:29
28 дней назад
Zoho Sites 2.0 Full Product Overview
46:00
28 дней назад
How to fix duplicates FAST in Zoho CRM
11:33
Месяц назад
Canvas View Tutorial for Zoho CRM
23:46
Месяц назад
Choosing the Best Zoho Client Portal
9:13
Месяц назад
8 Quick Bug Fixes for Zoho Campaigns
11:03
Месяц назад
Zoho DataPrep Full Product Tutorial
32:26
Месяц назад
10 FREE Marketplace Extensions for Zoho Desk
16:07
2 месяца назад
FAQ Zoho CRM Kiosk Studio (Answered)
6:03
2 месяца назад
How to Code a Custom Related List in Zoho CRM
11:09
2 месяца назад
Комментарии
@dannyrelentless
@dannyrelentless 4 часа назад
Very useful as always. Thank you!
@alexattler
@alexattler 7 часов назад
Speaking Eagle 😄
@jeffkyengofficial754
@jeffkyengofficial754 13 часов назад
Great review as always😂cant believe we went off on bugs for a min, such a hangout.
@maximelibert
@maximelibert 14 часов назад
Very nice video, thank you very much! I'm just wondering how you handle the Google Ads extension, as the GCLID can be created on the Lead module but cannot be fed from a custom module to the Lead module. Does this mean that you don't recommend using the Google Ads extension?
@rahulshah808
@rahulshah808 15 часов назад
hi .. i am looking to create a email alert to my sales team which defines open and close tasks for a project
@DeLisaLee
@DeLisaLee День назад
I clicked the link and signed into Zenatta. I am on the Code Share page, but I can not access the entire code. It's like the message needs to be expanded, but I can not expand it. It's faded after line 5 so I can not copy it. I can like/unlike the post, but I can not comment on the post. I hope you can picture what I am trying to describe. Why can I not see the whole code?
@Zenatta
@Zenatta 6 часов назад
Hi DeLisaLee, Thank you for letting us know about your issue with the link. We have updated the link in the video to the correct view. So sorry for the trouble and you should be able to view the whole code here: club.zenatta.com/c/code-share/chat-gpt-message-handler-for-zoho-cliq-bot
@MarcoRomero-v4u
@MarcoRomero-v4u День назад
Hi there! Nice video! We used RingCentral with Zoho for a while and recently switched to the Thirdlane Multi Tenant PBX + Zoho CRM combo. While RingCentral was okay, Thirdlane offers deep customization options and multi-tenancy support. Cheers!
@deterris1000
@deterris1000 День назад
Can you help me please I created my smb share, I can see it and remove and change files but when using deluge it download to the mount share just file but can't see it any where else. I use file browser on deluge it's there I can see and play my download from the mounted drive but it doesn't share anywhere else what I'm I doing wrong 😢. PLEASE HELP
@lokeshbisetti0619
@lokeshbisetti0619 2 дня назад
How to connect Zoho Analytics with POWERBI ?
@steven2145
@steven2145 4 дня назад
The credits thing is annoying when you run out of one type of credit but have a slew of other paid credits.
@Ferdagon
@Ferdagon 4 дня назад
When I want to integrate the form submission checked to Zoho CRM it doesn’t work, what can I do?
@Zenatta
@Zenatta 2 дня назад
Visit Club Zenatta and share a screen shot in Ask Zenatta Anything About Zoho. club.zenatta.com/
@accuratelycorp
@accuratelycorp 4 дня назад
In regards to zoho books templates. Is there a way to have subtotals by category or group rather than individual pricing? I currently do it through zoho writer - CRM integration but itd be nice to have it directly in books
@JohnJBloomfield
@JohnJBloomfield 4 дня назад
The only use case I can think of for the duplicate images would be if you're pulling in leads from Social channels people maybe use the same profile pic across channels? Maybe some sort of social enhancements are to follow and this is a precursor....?
@RicheyLLC
@RicheyLLC 5 дней назад
Thank you so much for all of your content. Do you have any videos showing how to create the bidirectional connection between Books and Projects in terms of time tracking?
@rachanakushwaha2896
@rachanakushwaha2896 5 дней назад
It's the best channel for Zoho tutorials.😊
@quocthiennguyen3089
@quocthiennguyen3089 5 дней назад
Best school
@samsabo7719
@samsabo7719 5 дней назад
Hey thanks for this! Let's say I'm a salesperson, where would I see a list of due tasks like calls or manual follow up?
@tracyaskew1651
@tracyaskew1651 6 дней назад
It would have been nice to show us how to do it.
@Zenatta
@Zenatta 5 дней назад
Unfortunately, the implementations we share typically take a long time to build. These videos are meant to showcase what is possible and highlight the unique builds we have done for clients, demonstrating that these solutions can be achieved.
@MatthewLewis-w3e
@MatthewLewis-w3e 6 дней назад
This looks promising, but not all of our leads have email address or phone numbers. We have automated contact sequences set up in workflows right now, which allows you to say "IF phone number exists schedule a call, IF they only have email, send an email." Is there any way of doing that in Cadence other than creating entirely separate ones for each case?
@CM_Watcher
@CM_Watcher 6 дней назад
That was brilliant thank you.
@quocthiennguyen3089
@quocthiennguyen3089 6 дней назад
Good guy
@gauravgupta23
@gauravgupta23 7 дней назад
thanks
@guillermodelgadojc
@guillermodelgadojc 7 дней назад
Muchas gracias, no hablo mucho inglés, pero tu explicación fue super sencilla y completé la integración perfectamente
@billcopeland4651
@billcopeland4651 7 дней назад
if I am building a composite item can I create the final item that will be sold in shopify first and have all of my individual items to make the final item in zoho beforehand?
@user-md6nm2lh1i
@user-md6nm2lh1i 8 дней назад
We have a massage clinic and we use massage specific Software to book clients appointments and generate invoices. Some of these clients use their insurance coverage to pay for the treatments. Since we have setup direct billing with insurance companies, we submit the invoice to the insurers. The insurance companies then direct deposit the payments in to our bank account. Some times these payment is for one client or for multiple clients depending how may invoice we submit on behalf of the clients. Other clients pay us using e-transfer and credit card, and cash. We linked our checking account with Zoho Books, and these payments come through to zoho books as Miscellaneous payment, e-transfers, etc We want to keep using our Massage Practice software for managing clients booking, invoicing and use Zoho books for managing our business finances. What is the most efficient way to categorize insurance deposits, eTransfers, credit card payments and record these income payments in Zoho books without creating invoices in Zoho ? Thank you
@sdjbwilson
@sdjbwilson 8 дней назад
Is there an easy way to have a marketing video play as a pop-up using Zoho sites? I've been able to embed a video (youtube) but I'd love for it to play full screen as an overlay/pop up video when clicked and can't figure out how to do that with Zoho Sites. Any advice is appreciated!
@Zenatta
@Zenatta 7 дней назад
Easy, not quite, but you can use Java Script to create this functionality.
@debugstore
@debugstore 8 дней назад
Tyler, I find the standard PDF layout tools to restricting. Is it possible to design a template in HTML?
@Zenatta
@Zenatta 8 дней назад
Hi DebugStore! Yes, this is possible, but you'll need to reach out to Zoho support so they can activate it for you.
@debugstore
@debugstore 7 дней назад
@@Zenatta That is great news, thank you.
@DariaReznikova-uf7wx
@DariaReznikova-uf7wx 8 дней назад
Say hello! Suggest, is it possible to connect Zoho Recruite by API with the site and our own design? In the interface, I see only Forms, and the possibility to create a website, but there everything is based on templates, and we want to use our design
@iriaxitorres9876
@iriaxitorres9876 8 дней назад
Great list, thanks for sharing.
@keystonecompliance
@keystonecompliance 9 дней назад
Hi Jordan and the Zenatta team, I loved the video-it has helped me get pretty far into what I need. However, I was wondering if you could point me in the right direction for an issue that came up. On our website, we use Gravity Forms for customers to submit samples. In these forms, the customer must fill out a field with a deal number. This number was previously assigned to them and the customer knows of it. Once the form has been submitted, I have a flow that creates an entry within a custom module for customer samples. The issue is, that we have a DEALS module and a SAMPLE SUBMISSION module. I have a look-up field from the sample submission module to the deals module but I am not sure how to get the look-up field to work within Zoho Flow. This would help our techs be able to transfer between either module. Let me know if this makes any sense whatsoever, I would love to hear back. Thank you so much!
@eva_p
@eva_p 9 дней назад
That was a good video, thanks. Do you have a similar one showing how to deal with the Stripe feed? I'm confused with the clearing account and the actual Stripe account and not sure how to handle the payments when they come through... many thanks. Eva from Australia
@user-jp5eo5qy5l
@user-jp5eo5qy5l 11 дней назад
thank you
@StevenHarris-md4qt
@StevenHarris-md4qt 12 дней назад
Great video! We've been using RingCentral with Zoho CRM for a while and have moved to the Thirdlane Business PBX + Zoho CRM combo. It's a very cost-effective solution.
@MacalMadeiras
@MacalMadeiras 12 дней назад
Great content!
@yuliya212
@yuliya212 12 дней назад
so is this something that will replace the regular CRM from ZOHO, or will it be like a standalone product of new CRM, similar to bigin?
@Zenatta
@Zenatta 8 дней назад
Hi Yuliya! This will eventually replace the standard CRM user interface.
@yuliya212
@yuliya212 8 дней назад
@@Zenatta Thank you!
@shee-g5v
@shee-g5v 14 дней назад
how can I manage the stock using the LIFO method
@kathywarde1713
@kathywarde1713 14 дней назад
How many levels of sub-folders can you create?
@kasforai
@kasforai 14 дней назад
when CRM for Everyone comes?
@Zenatta
@Zenatta 5 дней назад
Check this link to request early access- www.zoho.com/crm/ea/crm-for-everyone.html?src=pr
@ylee8575
@ylee8575 15 дней назад
Keep
@MrAlamiASMR
@MrAlamiASMR 15 дней назад
Very Helpful, Thanks Man.
@tedcalvert3742
@tedcalvert3742 15 дней назад
Very helpful. I am interested in making a vendor payment via ACH. Do you happen to have a tutorial for that, including integration with Forte?
@arianasouza3445
@arianasouza3445 16 дней назад
I am stuck on the settings to add learners. Zoho is tricky for us Portconnect nz!
@user-qu6oe5jd7k
@user-qu6oe5jd7k 16 дней назад
Can we create a dynamic link , because for multiselect field just appending the values doesn't work as for each new value we need to put the field alias as well in the url , So we will need a dynamic url which adjusts based on the number of values selected in multiselect fields.
@davidreitnecht1023
@davidreitnecht1023 17 дней назад
Thank you very much Tyler. Just signed up zoho one and configuring ring central etc..... had no info on the updates.
@steven2145
@steven2145 18 дней назад
The unsubscribe is a big issue!
@davidlevoy1729
@davidlevoy1729 18 дней назад
Hello. Would you be interested in helping me customize my CRM for my semi-pro soccer team?
@Zenatta
@Zenatta 18 дней назад
Hi David, please fill out this form to get started - zenatta.com/#free-consultation
@investingfiat
@investingfiat 19 дней назад
What kind of MJ is on the wall, lol.
@mae3473
@mae3473 19 дней назад
How to set up syncing the subscription preferences of your Leads from Zoho campaign to your Zoho CRM?
@Zenatta
@Zenatta 19 дней назад
If you are referring to topics you currently can't at the moment.