Blog

Hugh Marshall

How to Auto Update Multi-Currency Exchange Rates in Zoho CRM

A detailed tutorial on automating currency exchange rate updates in Zoho CRM.

Hugh Marshall

Beyond Lookup Fields: Building Custom Related Lists in Zoho CRM

Learn how to create versatile custom related lists in Zoho CRM, without lookup fields, to effectively organise and display associated data.

Hugh Marshall

How to Send CRM Notifications to a Zoho Cliq Channel

Send CRM notifications to a Zoho Cliq channel for efficient communication and collaboration within your team.

Hugh Marshall

How to Merge Related Lists into a Zoho Merge Document by Custom Function

Enhance your automated document creation by merging related lists into a Zoho merge document.

Hugh Marshall

How to Add Custom Function Error Logs to Zoho CRM with Email Alerts

Add custom function logging to your CRM to efficiently track errors, monitor system behaviour, and gain valuable insights from your CRM.

Hugh Marshall

How to Send an Automated Zoho Merge Document by Email Template

Further streamline your Zoho CRM mail merge ability by learning to send automated Zoho merge documents by email template.

Hugh Marshall

How to Prefill a Zoho Form from Zoho CRM (Without URL Parameters)

A detailed tutorial on how to automate the prefilling of data into a Zoho Form from Zoho CRM without URL Parameters.

Hugh Marshall

How to Automate a Zoho Merge Document and Save to Record

Streamline your mail merge process and save time by with this tutorial on how to automate a Zoho Merge Document and Save to a Record

Looking for further Assistance

If you are looking for further assistance with Zoho applications feel free to contact us to see what we can do for you.