This week on AZAAZ we answered:

❓The Questions❓

• 1. Why use a Loom embedded video versus using Zoho Annotator Video that is saved in Workdrive. The mp4 or .webm offered should allow for the video to also allow this embed from CRM.

• 2. Can't we add a score column in the leads view and then sort it as descending or ascending, that would help a lot when glancing through the leads altogether.

• 3. When I integrate Zoho CRM and Zoho Inventory, I do not see the stock quantities in the CRM. Is there a way to see those?

• 4. My contacts are individual clients.  In some cases, clients are spouses, making them a household.  When I type in a note regarding a client, I'd like to be able to connect that note to both contacts.  In my old CRM, I can simply @spouse, and that note is automatically associated with the spouse in addition to the current contact.  I can't seem to do that in Zoho CRM or even link a note to multiple contacts.  Am I missing something?  Can this be done in Zoho CRM?

• 5. Is it possible to generate and print out a formatted document that is generated from the data from a Zoho Form or Zoho Survey with images included where I can control the size of the images?

• 6. Is it possible to host a webhelp in Zoho Learn such as MadCap or HelpStudio?

• 7. In campaigns, how do you generally decide whether to use an Autoresponder or Workflow?  I understand what one can do in each.  But, there are few things that could be done in both.  For example: (listed on Club Z)

• 8. How can we process progressive invoicing in Zoho Books?

• 9. Is it possible in Zoho CRM to insert values in subforms using deluge?

• 10. How do you set up the connection to create a new record in a custom module based on records from a subform in a different module?

• 11. Is it possible to automatically send out a series of email in Zoho CRM base on the status of a record?  First email on status change, and then two additional emails an hour apart.

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This Issue of AZAAZ was produced by:

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