How to Use Zoho Finance Reporting Tags
Here's a summary on the use of Reporting Tags in Zoho Books:
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 ...
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 ...
Due to the inherent working of Zoho Campaigns and with the increasing reports of misuse and loss of deliverability, it is vital to keep the Campaigns domain and IP reputation high which ensures that users do not misuse the services and which in turn ...
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 ...