How to Use Zoho Finance Reporting Tags
Here's a summary on the use of Reporting Tags in Zoho Books:
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Using Reporting Tags in Zoho Books
Here's a link to a Zoho article on REPORTING TAGS
Zoho Finance Overview Video: CRM/Books/Inventory
Zoho Finance modules, when connected to Zoho CRM, becomes a powerful, yet easy-to-use sales and operations platform. See the image below and short video walk-thru to better understand the Zoho workflow. Click here for a short overview video and ...
Zoho Finance MasterclassVideo Series
Zoho Finance Masterclass A Free Webinar Series Are you ...trying to customize a template for your invoices? ...having trouble importing contacts into Zoho Books? ...finding it hard to manage your inventory? ...looking for a faster way to reconcile ...
Using TAGS in ZohoCRM
About Tagging: Tags are unique identifiers that can be associated to your CRM records to search, sort, categorize, filter, and segment records in a more efficient way. It is very similar to adding keywords or any additional information to any record ...
Get Ready to Sell on the Go with Zoho Mobile
A mobile CRM is not a downsized version of the desktop CRM. It’s a more specialized and dedicated platform aimed at higher productivity. In the mobile version, you concentrate on what matters most. In this ebook, find out about the useful features ...