You can add custom fields to your quote.Go to Settings in the top right corner. Select Quotes under Sales. Go to the Field Customisation tab and click + New Custom Field in the top right corner of the page. Enter the Field Name and select the Data Type. Choose Yes for Is Mandatory i...
The custom prediction model in Zoho Creator lets you forecast future outcomes or events by analyzing patterns with historical data in the application. Learn to create a model capable of predicting a field value for all future records.
email addresses, etc. You can store this data in your CRM tool for sales professionals to reach out to prospects and convert them into customers. ProProfs lets youintegrate your live chatwith Salesforce, Zoho, Sugar CRM, Microsoft Dynamics 365, Highrise...
How do you delete an approved report and expense?I created a test expense, and test report, to try Expense out. Now I can't find how to delete it, is it possible? The expense seems to be permanent in Zoho Books too.Access your files securely from anywhere...
Click “More” (three dots) then click “Live on Custom Live Streaming Service” Input the encoder credentials that you copied from the encoder settings in Dacast Click “Go Live” to start streaming Please note that this tutorial requires you a Zoom Pro, Business, Education, or Enterprise acc...
I have QBO Plus and I can not find a way to add additional columns to the invoice like you could in QB Desktop. You can add a custom field but that adds it to the top of the invoice with the net and Invoice date fields not an extra column to ...
You can create custom or personalized email ID using Outlook. You need a domain with GoDaddy & Microsoft 365 subscription to create the email ID with your domain.
ScienceSoft has more than 15 years of experience creating custom CRM in a wide range of industries, including retail, manufacturing, healthcare, finance, professional services, telecoms, and more. This software development provider can add custom features and modules to your CRM, across categories li...
Pro tip:Use ChatSpot to generate custom reports by writing your request using natural language. ChatSpot will understand what you’re after and deliver the report. Price:ChatSpot is available on free accounts and up. HubSpot’s CRM offers foundational tools, free of charge, to get you starte...
Custom Domain Setup: If you have a custom domain, add and verify it in Office 365. Extensive Message Handling: Configure Office 365 to handle large messages. Following these steps will make your Zoho to Office 365 migration well-prepared and hassle-free. ...