Blog categorized as Real World Zoho

New in Zoho CRM: Filter Lists by Related Module Fields (Finally!)
Learn more about the recent update which allows you rot filter lists by related module fields. See real world examples and how to apply it.
05.15.25 07:55 AM
Zoho Cliq: How To Change Your Default Emoji Reactions (Yes, This Is Important)
Stop whatever it is you're doing and READ THIS. If you're like us, emoji reactions are an essential part of running your business. So why do your Zoho Cliq emoji reactions land like a room-temperature juice box at a networking event? Upgrade NOW.
05.09.25 05:10 PM
Troubleshooting Zoho CRM: Timelines and the Audit Log
Learn how to troubleshoot your Zoho CRM issues more effectively with the Timelines and Audit Log features. Learn how to track record activity and audit system-wide so you can spot issues quickly.
05.09.25 04:52 PM
How to Use Dependency Fields in Zoho CRM to Simplify Data Entry
Learn how to configure dependency fields in Zoho CRM. Understand how this fits in real world examples, and how to configure Zoho CRM to meet your requirements.
05.09.25 12:33 PM
The Four Fields I Always Use in Zoho Projects to Stay Organized
Learn how to set up Zoho Projects to match how your business works projects. Learn about fields like Owner, Tags, Status, and Assigned Date and how they could be used in your business.
05.09.25 12:17 PM
How We Use Zoho Cliq Channels to Organize Our Internal and Client Communication
Learn how to use Zoho Cliq to improve communications. We walk through the benefits of creating internal chats for each project, organizing internal conversations, and using external chats with your clients.
05.09.25 12:05 PM
One Simple Zoho CRM Customization That Blows People’s Minds
The Business Card view is a small feature in Zoho CRM, but for many companies it has a big impact. Learn about this feature, how to customize it, and how it helps your teams use the CRM.
05.08.25 01:31 PM
5 Secret Zoho CRM Field Types You Should Be Using
5 Zoho CRM fields that most people don't use, or even know about. We breakdown the 5 best CRM fields people aren't using, and why you should start using them today.
05.08.25 01:12 PM
The Best Zoho Apps for Apple Watch Notifications
Learn about the benefits of connecting Zoho Apps with your Apple Watch. Notifications like Books, Sign, and Cliq keep you connected to your business.
05.08.25 09:41 AM
Workflows vs Blueprints in Zoho CRM: When to Automate and When to Guide
Learn how to get the most out of Zoho CRM's automation with this breakdown of Zoho CRM's Workflow and Blueprint features.
05.07.25 01:37 PM