Zoho Books: Product Updates – November 2018

Enhanced Zoho Books – Zoho Projects Integration Zoho Books – Zoho Projects integration has been enhanced to allow all your data in Zoho Projects to sync with those in Zoho Books. You can set your sync preferences and view the status of your data on a new...

Zoho Invoice: Product Updates – November 2018

Enhanced Version of Zoho Invoice – Zoho Projects Integration Zoho has enhanced the Zoho Invoice – Zoho Projects integration. In this, your customers will be able to sync the project related data such as Project info, Tasks, Bugs, Timesheets and its users...

Zoho Expense: Product Updates – November 2018

Zoho is back with monthly updates for Zoho Expense. They have been continuously working to make your expense reporting effortless. Here’s everything Zoho enhanced in Zoho Expense in the past month. Add Custom Status for Approved Advance Payments If you want to...

Zoho Invoice: Product Updates – October 2018

Zoho Invoice – Zoho Mail integration You can integrate your Zoho Mail account with  Zoho Invoice to have all the emails and transactions under one roof. This integration simplifies the process of attaching email documents to their transactions and all the mail...

Zoho Sign – Product Updates (Sep, Oct -2018)

The Zoho Sign extension now supports CRM Mail Merge (Live now) Zoho Sign extension already allows you to send documents required for signing, to any contact stored in Zoho CRM. Now, the extension will also help you to send customized documents using the Zoho CRM data...

Inventory: Product Updates – October 2018

Zoho is back with more value-added features and usability improvements that will elevate your experience with Zoho Inventory. Let’s check out what’s new! Viewing the Transaction History of a Batch Number How’d you like it if all transactions...

Zoho Books: Product Updates – October 2018

Zoho has brought in some interesting new features and made a few enhancements this October to Zoho Books. Read on to know what’s new! Approval for Timesheets A while back they had introduced approval for sales and purchase transactions. Now, they have introduced...

Update to Data Migration in Zoho CRM

Microsoft Dynamics will soon be listed among CRM brands in the Data Migration section. On clicking the brand icon, a screen asking to upload CSV files will be displayed. Backup for MS Dynamics is given as a .bak file which needs to be converted to .csv format prior to...