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...

Zoho Books: Product Updates – August 2018

Enhanced Manual Journals Zoho updated the following to the Manual Journals section to make recording journal entries easier than ever. Record journals as drafts so it does not reflect in your reports. You can publish it any time. Select multiple journal entries and...

Zoho Invoice: Product Updates – August 2018

A new month means feature enhancements and new product updates from Zoho Invoice! Let’s look into what’s in store for August. Mail Notifications on Reaching the Workflow Limit How about knowing the workflow limit and creating workflows accordingly?...