Streamline Your Workflow with Job Invoice Forms for Customer Service
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How to use job invoice forms for Customer Service with airSlate SignNow
In the fast-paced world of customer service, utilizing job invoice forms is crucial for managing workflows efficiently. airSlate SignNow offers a solid solution for creating and managing these documents electronically, helping businesses save time and reduce errors. This guide provides a step-by-step approach to leverage airSlate SignNow effectively.
Steps to create job invoice forms for Customer Service
- Open the airSlate SignNow platform in your preferred web browser.
- Create a free trial account or log into your existing one.
- Select and upload the document you want to either sign or send out for signatures.
- Transform your document into a reusable template if you anticipate using it again.
- Access and modify your document: add fillable fields or input necessary data.
- Complete the signing process and designate signature areas for your recipients.
- Proceed to configure and dispatch an eSignature invitation.
Utilizing airSlate SignNow brings numerous benefits to your business. It offers an exceptional return on investment with a comprehensive feature suite that maximizes your budget. The platform is user-friendly and designed for scalability, making it ideal for small to mid-sized businesses.
With clear pricing structures devoid of hidden fees and a reliable support system available 24/7 for all paid plans, airSlate SignNow stands out as a premier choice. Start your journey with airSlate SignNow today and transform how you manage job invoices!
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FAQs
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What are job invoice forms for Customer Service?
Job invoice forms for Customer Service are documents used by businesses to bill clients for services rendered. These forms typically include details such as service descriptions, pricing, and payment terms. Using airSlate SignNow, you can easily create and send these invoices for efficient customer service management. -
How does airSlate SignNow improve the management of job invoice forms for Customer Service?
airSlate SignNow streamlines the process of creating, sending, and eSigning job invoice forms for Customer Service. With its user-friendly interface, you can quickly customize templates and automate workflows. This leads to faster processing times and improved customer satisfaction. -
Are there any pricing plans for using airSlate SignNow for job invoice forms for Customer Service?
Yes, airSlate SignNow offers flexible pricing plans designed to fit various business needs. Depending on your requirements, you can choose a plan that allows full access to features for efficiently managing job invoice forms for Customer Service. Checking our pricing page will give you a clear understanding of each tier. -
What features should I look for in job invoice forms for Customer Service?
When selecting job invoice forms for Customer Service, ensure they include features like customizable templates, electronic signatures, and tracking capabilities. airSlate SignNow provides these essential features, making it easier to manage invoicing while ensuring compliance and efficient follow-up. -
Can I integrate airSlate SignNow with other tools for handling job invoice forms for Customer Service?
Absolutely! airSlate SignNow allows integrations with a variety of popular business applications, enhancing your ability to manage job invoice forms for Customer Service. This seamless interoperability means you can streamline your processes and ensure all your tools are working together efficiently. -
What benefits does airSlate SignNow provide for job invoice forms for Customer Service?
Using airSlate SignNow for job invoice forms for Customer Service enhances efficiency and accelerates payment cycles. The platform's automation features reduce manual work and minimize errors. Most importantly, customers appreciate the ease of eSigning, resulting in faster approvals and transactions. -
Is there a mobile app available for managing job invoice forms for Customer Service?
Yes, airSlate SignNow offers a mobile app that enables you to manage job invoice forms for Customer Service on the go. This mobile accessibility ensures that you can create, send, and track invoices from anywhere, allowing for greater flexibility and responsiveness to customer needs. -
How secure is airSlate SignNow when managing job invoice forms for Customer Service?
Security is a top priority for airSlate SignNow. The platform employs robust encryption and secure data storage protocols to protect your job invoice forms for Customer Service. This ensures that sensitive financial information remains confidential and safeguarded against unauthorized access.
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Job invoice forms for Customer Service
[Music] [Music] well hello and welcome to the serum Zen show where we talk about all things Zoho this is episode 333 time to Tool around recorded for Friday December 13th 2024 from zenata Consulting I'm Tyler Colt and I'm Greg bellnap let's get right on into the show Let's Do It um so yeah pretty busy week this week I think next week Brett will be back and everyone will have to say a fond farewell to Greg at least for a couple episodes um but yeah always a pleasure having you on um we do have a pretty busy week this week so let's get right on into the news after a quick word from our sponsor are you struggling to get your team trained and using Zoho effectively considering the Hefty costs of Team meetings and onboarding sessions dedicated to Zoho training there has to be an easier way say hello to efficiency with our Zoho team training courses Zoho CRM Made Easy become a project management pro top tier customer support and maximize your marketing impact are you ready to equip your team start today at zen.com trining and let us lead the way all right so let us Jump On In first story here comes from bigan I am noticing over the last month or so lots of bigin updates it was kind of quiet about bigin for quite a while um but now they are kind of rearing back into action so this is a set of uh updates here so kind of two of them bundled into one first they have some enhanced fields that are going to be available in call creation and updates um and they've also added the ability to add custom Fields so the main ones that they've added as defaults here are the purpose the outcome and the reason for outgoing and incoming calls um this just lets you kind of categorize these uh a really big one that gets used all the time is call result right kind of that scenario of I'm going to call a lead I'm going to leave a voice mail I can log that as the result and then maybe it triggers a followup in a couple days or if I were to log a call result as like not interested maybe it updates the lead status does whatever it needs to do um they've also added custom Fields here so uh the ability to kind of add new sections or new fields to there including pick lists texts numbers and dates um so really nice across the board bigan just gets more and more functionality I mean it uh it's closing the Gap every day it gets a little closer it doesn't have delu yet that's the big hold out I think that uh doesn't support but these are nice features and if you're using it for a lot of outbound prospecting which I would imagine people are uh this is definitely the kind of stuff that you need yeah the one thing that uh as it does creep closer and closer to you know being on part with CRM I just uh I hope we don't end up with the same kind of like weird like rivalry disconnect between like campaigns of marketing automation of like yeah apps that are basically doing the same thing but some get some updates that some people want and others get other updates that other people want and yeah so I just it's hope hopefully bigan stays like a nice like carved out yeah this is what you use big in for and then CRM uh yeah that I see I do feel like some of that's happening already especially on the mobile side where like the CRM mobile app I mean let's be candid it's not great um it's it's pretty basic it doesn't have a lot of advanced features and you see it so many of those come to Big in right like when um Apple started allowing widgets right little like widget call outs in the phone bigan had them updated in like two weeks so you could see your meetings that day your calls that day just as a little pop out widget serum still doesn't have that to my knowledge it's still just not a thing um and so the challenge is that you know sometimes you think okay let's sync CRM to Big in there's a pre-built integration works really well um and then people can use big in on the mobile and CRM on the browser just to have more functionality problem is bigin doesn't have a leads module so you can't really always do that um and use it as that kind of extension so it's a tricky one we're never really sure what to say when people ask you know what the why of this um it's something that uh we'll just keep learning about over time but it is a great tool it is really nice especially if your model doesn't require then you can kind of do that CRM sync and get the best of both worlds so nice update especially for calls I mean this is kind of need to have stuff um for building out a process centered around calling out of a CRM next update here coming from Zoho Creator um so this is some upcoming updates for December um looks like Deluge AI assistance air messages QR and barcode generating uh Rich Text fields and multi-line Fields for reports export customization and some extended localization uh Greg as one of our kind of Resident Creator nerds so any of these stick out to you as something that you're excited to take for a spin well I mean definitely the delage AI assistance um you know I mean cuz they're talking about how you can and and this is specifically for Creator and if and if people have never done de illusion Creator before it's got a slightly different like dialect of delu to it like the way you interact with records It's Kind more like dot notation for for accessing like field values a little more like python and a little less like JavaScript it's kind of a high level way you might compare and contrast yeah right um but uh yeah so they're they're going to start using or they're they're going to start making a z button available for you to kind of give z a prompt of like write a script that does X um so like I think they have an example there of um uh I think was I oh I was just kind of like scrubbing through there's a video link uh and I was kind of scrubbing through it and like one of the scripts that they said was um calculate the number of business days between today and the end of this month or create a list variable called products with the values milk and bread and then add butter to the list and print the values of the products variable so like yeah it's stuff where you can like tell Zia like in like in simple terms what you want it to have happen and then it should create uh the code for you of course as always I imagine a big asterisk of uh you know when this first starts rolling out probably going to have some uh uh you know some hallucinations I think is the term right of saying like yeah you can do this so I wouldn't be surprised if some if when it starts out Zia might give you some code that maybe doesn't actually compile right uh yeah um the other obviously the other thing is that I would I would always recommend that people try to start with like simple prompts to do Snippets of your code and then see if you can like connect those pieces together because even if Z does write like a good even if Zia is able to write like a more complex piece of code for you if you have to change anything or anything is going wrong and you don't know and if you don't know like what it's doing or why it's doing it then you won't be able to debug that uh they also have another option here for optimizing scripts uh where you copy a where you like copy a section of your code and then tell Zia to optimize it and then Zia will like refact it uh okay which I don't know uh I I will be interest to see what yeah we just have to wait and see what kind of stuff this gives this stuff gives back um you know like I like I wonder how much of this is going to be similar to like uh the the little magic wand button for rearranging things in Zoho flow which many of our people on our team are like never hit that button it's that button never hit that button never going to put blocks where you want yep uh so that that's the one that I am most interested in see like yeah what what will this be able to to accomplish for us yeah but like you're saying I mean I this is an interesting term for it Zoho is saying that the AI empowers citizen developers I think that would mean like maybe less Advanced developers I'm not really sure what they mean by that but again and this has been a common theme I think throughout a lot of this year is I am always a big fan of when Zoho rolls out a tool that lowers the technical competency requirement to get a certain thing done right there are a lot of pieces of script that are really big and complicated that like maybe I wouldn't trust an AI to do but a lot of people they might be in a creator app and they're just like man I've got this date time and I need it formatted a certain way right and like as you know that can be a bit of a pain in the butt but if I could just chat an AI tool and say hey take this date parameter and make it look like this and it just gives me a line to do that pretty nice um or also just a lot of those like little odds and ends like write me a piece of code where when I create a case in Creator it pulls the address from the related account right like little things like that that I would say I'm really confident it would get right right like a piece of code of of that scope it's like I'm pretty confident it'll do it um so other one here I mean like the example they give write a script to fetch the number of leaves taken by employees and send an email to the admin it's like yeah why not um so so that's really exciting I'm assuming this is going to come to other apps over time as well um so be uh be on the lookout for that couple other ones like we mentioned some better error messaging QR code generating and barcode barcode is actually pretty nice like we do actually find a decent number of examples of where we can extend Zoho inventory functionality by building a little creator app maybe to store like a bill of materials and a little production can ban board um so being able to do barcodes in there I could see like I can think of a couple clients off the top of my head that might really like that um but yeah nice updates across the board really excited to start seeing the delu AI stuff um even if like it's not going to be perfect if it means that writing a piece of code takes 30 minutes instead of an hour awesome right that's just a win so we will uh keep you in the loop as we start to play with those AI tools next update here for Zoho FSM this is uh equipment scheduling for field service operations um so important thing I'm actually going to skip to the bottom and we're going to define a couple things and how they're going to use it here because it's important to know so they have these three categories of essentially things right items Goods equipment whatever it may be you have a part which is like your product list you have an asset which is a product deployed at a customer location that they own so that's like I've installed a solar panel its serial number is 1 two 3 4 5 and it's owned by Greg at his house and then there is equipment which is another type of asset like a power drill or whatever it may be that we own that we bring to a location to do a job and the equipment is really what's new here so what FSM is going to allow us to do is essentially create a database of equipment that could be a drill a hammer a whatever it may be for you um you can store that equipment inside of FSM and then you can essentially allocate it to cruise and to jobs at a particular location now if I were you and I were thinking about this there might be some little minor stuff that isn't worth logging in this equipment database right like a hammer right like a hammer is 10 bucks maybe not worth the process of going through it but if you're a large company that does fulfillment services and you have a lot of expensive equipment you do want to know where that is right like maybe you do an inventory check and you're like oh we're missing a generator right like a $4,000 generator nice to be able to go look up the serial number and go hey last time we used that was at Greg's house is it there is it still there do we forget it we give him a call right like we figure this stuff out um so that is actually really nice um just because again while not every user of FSM has really expensive equipment that they need to track like this a lot of people probably do um so really cool you can essentially just load it up associate it with your work orders and your jobs and make sure that everything is staying tracked yeah trying to think what would be like a good litmus test for what's the what's the threshold if if it's something that uh here's a question if if you lost it would you start to sweat about having to replace it there you go yeah if so go ahead and log it in here and make sure you know where it is yeah um yeah so nice one there I'm assuming that's gonna make some people really happy FSM just gets better and better it still has a couple little rough edges but uh overall a really great app and uh we're finding more and more use that it satisfies where we uh we can use it for our clients next update here for Zoho sign again in the world of not everybody needs this but the people who do will be very happy um Zoho sign now supports witness signing um so what is witness signing so witness signing is basically the idea that I'm GNA have a contract with Greg and we are both committed to the terms of this contract but we agree that we want a verifiable way where someone independent who's not bound by the ter terms of the contract to verify that it happened so maybe we add Freddy as a witness to say like hey in Greg and I's upcoming legal battle he's aware that this contract was signed um but he's not a party to it in the sense that he's obligated by the terms of the contract so this isn't necessary in a lot of cases but where it is it's completely necessary um so essentially you're able to add a witness who signs in a place but it's identified in the back end that they're not actually signing as a party in the contract just as a witness to it um so you'll be able to add those to your signed documents and send them out for that additional signature so really nice I I like the idea of this quite a lot um I'd imagine for larger organizations or for bigger contracts this might be a need to have for a signature tool so I think is it a is it just a different uh like field that you put on the templates it's probably a user type it's probably a user type would be my guess so you know like you'll kind of have like the pre-filled by us signer one signer 2 I'd imagine there might be a user type for like witness and then you would probably drop like a signature field into the document um for them to sign on like an identified space for a witness okay yeah if you want to just for any of our YouTube viewers you want to click on the help documentation button uh then they bring you to a nice witness signing one yeah you can see that uh yes they it just like you said a yeah it's an extra like user type and then in your template you'll still drag in like a signature field that's assigned to that witness got it rather than but like witness looks like it's connected to Aigner so like it's a subset of on Zilker is the witness um and you're able to add that in yeah that is nice I like that I'd imagine again nine out of 10 users probably don't need it but the ones that do absolutely need it so it is great to have uh just is that extra layer of security next one here this is pretty nice um and funny we were talking for the show is actually going to help us in a implementation we just picked up recently um so the office platform which is basically like the backend platform behind sheets and writer and show um has added a new API that will allow us to convert documents to different formats um so that's pretty cool right this is like taking a Word document converting it to PDF and then uploading it somewhere or doing the inverse or turning a PDF into HTML and then putting it in the body of an email right like there's actually a lot of ways where we might Envision using this so Greg I'd imagine this is something that uh we're going to want to document and start using internally yeah well so the other thing is that this is labeled like all of the help documentation is labeled under Zoho office integrator so I don't know if you have to have specifically office grator in order to use it um because it's not just like a writer API it's yeah it's like the uh find it again I mean it is under like Zoho writer but it is you you you have to use the office integrator API domain not just like the writer API domain so I don't know if this is like for everybody to be able to use and I still get a little bit confused as to how you actually set up opposite like OBS degre is if you're like setting up like the whole office suite for your team do I have that right I think so it's it's kind of like I think about it this isn't a perfect analog but it's kind of like the phone Bridge equivalent of the office suite where it's like this unified place for integration activities to happen so I would think like a Zoho one user very likely has access to office integrator to do this type of stuff in the background I could be mistaken YouTube commenters leave a comment below if I'm if I'm off base on that but I'm pretty sure anyone who has like the full office suite would be able to hit these apis oh and it looks like that even if it's not there is like a free pricing plan with like 50 API calls a month okay so and so yeah so anybody could use this but you might have to uh yeah download or or like in uh or make an account with the actual like office integrator app but in any case yes it is nice to be able to have a way to um uh and and actually I imagine that this uh probably came up uh so the the original implementation that we were trying to use was also with office integrator apis it was uh adding a watermark to uh to a document but the watermark API uh does not work on a PDF you can't watermark on a PDF at least not with office integrator current apis uh so we have to so we were actually going to use a third-party conversion to convert the PDF into like a word Dock and then you could put the watermark The Watermark and then you turn it back into a PDF yeah but it sounds like we might be able to keep all of that inside of Zo and we still have to see like how how nice of a conversion is this uh that is a big category there yeah good call out because I'm sure like there have been times in the past where for a client I've needed a word Dock and they've given me a PDF and I've G I'll just convert it for no big deal I'm not going to bug him and you know I found I forget the one I end up using small PDF I think is a site that does a really good job that I've used before but I've definitely tried some that have done a pretty horrible job or like you feed in a PDF and what it gives you back me the spacing is all wrong like headers become Footers it's everything is just wonky um so as if Zoho does a good job in it it would be nice because like you're saying there are thirdparty apis we can use for this but if we don't have to uh it's always nice just keep it all inside of Zoho yeah all right I think that covers it here for the news this week so let's jump right on into our implementation of the week all right so this one was built out by Josh and myself inside of a client account mostly Josh a little bit of me um this is automated file transferring from Zoho forms to CRM to work drive so there's a really common thing that happens where we're building out a CRM for a client we set up some type of function where work drive folders are created automatically for accounts maybe contacts maybe deals within those um and then throughout the course of that client's process they may have opportunities to gather files from clients as part of their flow if you're like a staffing agency this might be a resume if you're a construction agency it might be a blueprint you know whatever it may be you're going to capture some type of file and you want it to land in work drive so there's multiple ways you could do this you could create an external share URL for work drive and send that directly to the client that would be fine a lot of the times though what we find is that these files are uploaded as a part of a different form submission so it's like hey here's my project specs with like typed in fields and dimensions and the address and all that and by way here's a file upload that I'm just going to add to that Zoho form and submit so what we do here is we essentially set up a file upload field inside of the CRM and inside of the Zoho form a really important note is that in CRM you'll need to set the file upload limit of that field to more than one um I think it's either one or five it's like a checkbox so set it to five then whenever that form is submitted it will add a new copy of that file to the field so they already submitted it in the past and they're resubmitting it you'll have two uploads into that field inside of CRM um in our case here we only want one so what we do we want that most recent so what we do is set up a function where when that update is registered we'll run a script that looks at all of the files that are within that file upload field finds the one that's the newest and then we get rid of all of the others then what we do is we set the name of that file programmatically in this case it was a resume that was going to be uploaded and so we set the name to first name last name- rese so we know exactly that it's always going to be the same name as the previous file that was uploaded then we can just upload that file the the most newly created PDF that has been renamed we grab it and we send it over to work drive with a little overwrite setting set to true so that it will replace a file that it finds in that work drive folder if the names perfectly match and in our case we've set it up such that they always will um so then at the end of the day while in the interim there were multiple files in each of these places once the process is done you're just going to have that most recent file in CRM as well as inside of work drive um so that you'll be able to use it confidently knowing that you don't have an old version of anything that's been provided as a part of that flow so big one there just because you can't really you hypothetically could run the whole thing through flow I guess with with Zoho forms then just like download the images reach into work drive we just found that this is a pretty elegant way to do it and then the added benefit is that for user that is in a CRM record if they want that resume they technically don't have to go to work drive it still is in that file upload field yeah um the only consideration I will add is if you're doing this at a really high volume or with files that are a little large you probably actually want to delete them completely out of CRM and Only Store them in inside a work drive purely because of file storage limits in CRM you get a lot out of the gate but if you do hit that limit the price to raise it is not a good deal um so well oftentimes in this case it's PDFs and it's a low volume business where it's like yeah you get the convenience of having it right in CRM if you want it if these were like larger image files or like blueprints or things like that that are bigger um yeah you probably actually want to remove it from CRM completely and just use this as a pass through so couple little like options here that you might choose from if you recreate this at home but um definitely a nice one just to create that like through line process where the file gets where it needs to go yeah I and so an interesting question that because the majority of like why you had to set this up this way is specifically because you were using Zoho forms right because when the file upload field was just set to one like to only hold one file which is the the default I'm pretty sure then uh zo forms if there was a file already in there and somebody wanted to submit because this they're using zo forms to update existing records and the problem is already if they're already in there and there's already a file in that file upload field then on the zo form side it says oh I can't put anything in this file upload field so I'm just not going to push any information from this form entry at all um and yeah so that's so that's a big so and then so I guess another if another workaround could be you can just add can't you have like Z form files get just added as attachments to the CRM record um obviously caveat there is that then you just have to hope that like you know which file is which uh hopefully they have good two files they actually upload files in this I'm only talking about the like one file that flows through but in this case there's actually two so if they both landed in attachments we'd have to get the two newest files and then make some type of assumption based on the provided name of the file which like who knows so could be just like 1275 d a right it's a resume the word resume is probably in the file name but we can't be yeah yeah yeah other approach to this too could be you could take those file upload fields in the form punt those to flow with a workflow where it gives you that download link and then or with a web hook and then run the file side specifically through um Zoho flow so there's kind of a lot of ways you can get to this end point we just felt like this was the most elegant in this particular case all right so with that uh this is funny I didn't do this on purpose we have a really well-fitting code share for this implementation so let's jump right on into that all right so this is understanding file upload fields in Zoho CRM using Deluge what a coincidence um Greg you want to kind of take us through this one yeah um so this one uh it this is going to walk us through specifically the process of if I wanted to rename the file of a file upload field which there's not you you can't just tell it I want to give it a new name you actually have to download the file rename the file re-upload the file uh to replace it and remove the old one right so it's actually yeah similar to what you know we just saw with the implementation of it's kind of this like little bit of a hot potato SL shell game of kind of Shuffle things around so uh yeah so the first thing that you have to do is fetch the CRM record um and uh in this one we're we're always using invoke URLs um because you tend to get just more complete record information than if you're just doing random little Fields you'll have like random little fields that won't come out with the like just get records uh delu action like pipe Pipeline and Deals is a common one yep exactly so you get the record then you can uh get the actual file upload field and it has an ID so you then use that ID to then download the file from the Zoho file system uh the sort of esoteric we have no idea how big it is or where it isal ZFS Zoho file system in the background the magic of the cloud yeah so then you download so then you download the file so now the file is sitting in your daily script in some form like a like a tender Little Sparrow and then you and then you uh rename it you can do this do set file name on that file variable uh and then we will just repeat the process now of re-upload that new version of the file back to the zo file system from once it came and uh then replace the ID on the file upload field with this new renamed file uh ID from uh from the ZFS uh and then this one also shows how you can delete the old file um if you this is one of the funniest parameters I think here that that I've seen in the Zoho sphere so if you want to delete a file you use this hidden API parameter called underscore delete and you would think if I want to delete a file I would probably set delete to True right that's what one might think um no you set it to null just passing the parameter without a value triggers the deletion of that particular file so not how I would have assumed that's done but and I will let all of you know that that is also the same way if you want to remove a sub form Row from a sub form the same same thing so so Zoho likes to use that little underscore delete in a couple of spots so actually two ways to that a sub form well bonus tip for the listeners be careful with sub forms because if you are let's say adding a row to a sub form and you want to not delete the other ones if whatever you add to that sub form parameter as a list basically like each row has an ID if you don't want a row to be deleted you better put that ID back in your list even if you're just going to add one one row because it will delete those I think that actually has been changed on the back end I don't don't think that's the case anymore I think by default now it will add it it will to the existing sub form yes I know a lot of people have gotten into trouble with that exact scenario where you don't think that that's how it's going to work maybe haven't tested it on a record that has a bunch of data and you turn it on and a bunch of lose quotes they get really mad at you so yeah that would be nice if they' changed that yeah on the back end it now the default is it will append uh to the row so but that does mean that if you are recompiling a list of sub form entries if you if the if that sub form row is present in there somewhere you do need to find the existing ID and include it in your map so you don't create a duplicate row good call so it's always the it's always the trade-off it's either it's either you're more likely to ACD I guess in the world of you know Big Data it's better to accidentally duplicate something than to accidentally delete something forever so so he's that classic it's what the law of complex systems everything has a good trade-off and a bad trade-off so with any good thing there's something bad um and you just take the one that makes the most sense and I think seems like Zoho did that well there yep all right so with that thanks to Rado we've got our code Shar Let's uh jump now over to what's new on zen.com all right so uh yeah this week we've got a Blog on Drop Shipping uh with Zoho using Shopify printful and Zoho printful is more of a recommendation here of course whatever products you have on Shopify would kind of work similar for this flow um so I guess Wayne saw somewhere on the internet the Drop Shipping is all the rage so we wanted to give kind of a guide here because it does actually work quite well in Zoho you have the ability to back order ship to customer location from vendor I mean like you've got all those big picture pieces so we walk through here just setting up shopy account um setting up print fold is actually what we use for like our employees merch we give them a coupon they buy a bunch of shirts we don't have to print them or hold them at any point in time uh nice thing with printful is you don't pay for any inventory they're like a print on demand so like we don't have to like frontload a th000 bucks it gets burned down over time it's like we just pay as an employee wants a new shirt or a teddy bear or whatever the crazy things that Josh puts on our our store may be um then you connect printful with Shopify and then connect Shopify into uh Zoho inventory and you're pretty much good to go um if you are going down this path make sure to check out this blog and watch this video from Josh and maybe a couple other on our site there are some like universally helpful automations that you can put in place for this flow like by default the Shopify order will come in as a sales order but because it's Shopify we do know that it's paid so we really want like an invoice and a customer payment and maybe we also want to create a package so that we can remember to ship it so we've got some videos on there of like some pretty universally useful e-commerce stuff that you probably want to do in inventory so if this blog is interesting make sure to check out those videos over on youtube.com/ Sonata they'll be really helpful um and should get you most of what you need honestly to to spin this up for yourself all right and with that I guess we're ready to jump on over to our YouTube channel and check out our tip of the week all right there I am um so this video this week is a tutorial on how to use queries inside a Zoho CRM so our tip last week kind of went over these at a high level what do they do why might I use one in this case I go through an example so we essentially create a query that's going to show us closed one quotes within a particular account and then I'll actually show you how to add that to your canvas view um like we mentioned last week queries are currently only available for display in canvas views and kiosks they will come to the uh default view eventually but we don't have a timeline on that and again really the use case of a query is a non-code way to create a custom related list so if you want like a filtered list of contacts on your account you can do that with the query so you want like active contacts or you know billing contacts um you can create these different queries to visualize those and then add them in again that big benefit being you don't have to code right so if you're watching us on YouTube I'm just going through like hey I want quotes related to accounts I want to filter them based on the stage right like it's pretty straightforward to set this up um and like we always mentioned it's just nice when these things can be done by citizen users uh who might not be coders um and even for me like as someone who's pretty sophisticated inside of Zoho related lists are tricky for me because they require XML and I'm bad at XML and a lot of people are the minute that you take me out of uh Json data I'm upset so I really like these because it would actually allow me even being son who's pretty good at this to make these a lot more easily than my other option would have been so really nice I'm excited for these to come to the default layouts that's kind of the one thing that's missing right now where I think not everybody's in canvas I personally like the normal layout of Zoho I don't really like canvas very much so I will be excited when these are released for those standard layouts as well yeah and uh so in the video do you also go over um like specifically of how to attribute so that you're filtering by like the related like you said that you're getting a list of um what was it sales orders what you say quotes quotes so you're getting a list of quotes attributed to a particular account right um yeah the how do you get how do you get that account ID filter in there yeah so it's not really obvious uh before I did this I did it wrong the first time and then I did it right the second time so if you check the screen here the module field where I selected quotes that's the data that you want in the list the related module you'll see are all lookup Fields so this would be like your parent record now I do think I could actually add like account name and deal name here and then I think it's going to filter based on where I put it so if I put it in the account it's going to use account name if I put it in deal it would use the deal name so you should be able to have like a one quotes query that has lots of different supported like related modules and you just drag it in where you need it and it picks up that context and selects the correct parent record well sweet I think that is it for this week uh in the world of Zoho so oh yeah thanks Freddy another Angel got their wings this week we are officially at 21,000 look at that 21,000 subscribers over on YouTube uh who would have ever thought that we would uh we'd be over 20k at all it's been yeah now now the channel can uh can drink yeah finally I've had to obstain for four years as we've built this channel to 21,000 and uh yeah party time all around Greg can have his first sip of alcohol oh ever well actually no my first my first sip of alcohol was Technically when uh my my mom had bought some orange juice from Costco and it accidentally fermented uh so I did have so that's that's that's the closest I've had to alcohol before was having orange juice that had gone bad and yeah kind of bubbled itself over time so yeah that band already been ripped than better than nothing um so yeah with that I think we're ready to wrap up the show for this week uh thank you so much everybody for tuning in and watching we always appreciate you checking us out and ongoing Support over there on YouTube um if you want to get in touch with anyone at Sonata see how we can help you out just head over to zen.com and click on book meeting uh we'd love to chat uh in addition to that over on the website we'll have complete episodes of the show as well as links to all the stories we discussed today um and if you want that news delivered to your inbox every Monday morning be sure to also subscribe to our newsletter and if you want access to the code share we discussed uh head over to club. zona.com our online uh Community uh where we not only share those code shares uh but lots of Zoho users uh get together and answer each other's questions and if you want to get your team trained up on the key Zoho apps in less than a week head over to s.com trining and as always we always appreciate when you like And subscribe here on YouTube as well as your choice of podcast app we'll see you next Friday
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