<?xml version="1.0" encoding="UTF-8" ?><!-- generator=Zoho Sites --><rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:content="http://purl.org/rss/1.0/modules/content/"><channel><atom:link href="https://www.crmasiasolutions.com/blogs/author/andrew-wallace/feed" rel="self" type="application/rss+xml"/><title>CRM Asia Solutions - Blog by Andrew Wallace</title><description>CRM Asia Solutions - Blog by Andrew Wallace</description><link>https://www.crmasiasolutions.com/blogs/author/andrew-wallace</link><lastBuildDate>Fri, 03 Oct 2025 17:23:13 -0700</lastBuildDate><generator>http://zoho.com/sites/</generator><item><title><![CDATA[Advanced Application Building in Zoho Creator]]></title><link>https://www.crmasiasolutions.com/blogs/post/Advanced-Application-Building-in-Zoho-Creator</link><description><![CDATA[Here is the third of three webinars for Zoho Creator: Advanced Application Building. Contact Us For more information on Zoho Creator and ideas on what Z ]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_v_TkPCwKTEufEEjuCUzOYw" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_9qm13-rtRbuGUZ6NztwGag" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_Rl9CzwxIScSk7HOHcKacrA" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_N4j38lYbQNKnqNWz-bVbWg" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align- " data-editor="true"><div><p>Here is the third of three webinars for Zoho Creator: Advanced Application Building.<br></p></div></div>
</div><div data-element-id="elm_djP65Xc2Tj2D1Tx3-oXi5w" data-element-type="iframe" class="zpelement zpelem-iframe "><style type="text/css"></style><div class="zpiframe-container zpiframe-align-left"><iframe class="zpiframe " src="//www.youtube.com/embed/2D_RjC_i5D4?list=PLVjz-9HpdGHaLAjYyjSTO3Tl3BGMOBeLt&amp;wmode=transparent" width="560" height="315" align="left" frameBorder="0"></iframe></div>
</div><div data-element-id="elm_otPJmh1URGiMiMLMk4c_8A" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align- " data-editor="true"><div><h2>Contact Us<br></h2></div></div>
</div><div data-element-id="elm_H0AD62LOSUilksk2NOz5EQ" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align- " data-editor="true"><div><p>For more information on Zoho Creator and ideas on what Zoho Creator can do in your organisation, <a alt="please contact us here" href="/Contact.html" target="_self" title="please contact us here">please contact us here</a>.<br></p></div></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Wed, 07 Dec 2016 09:00:00 +0000</pubDate></item><item><title><![CDATA[Old Zoho CRM UI to be Phased Out Mid December 2016]]></title><link>https://www.crmasiasolutions.com/blogs/post/Old-Zoho-CRM-UI-to-be-Phased-Out</link><description><![CDATA[The old and well known user interface of Zoho CRM is set to be phased out soon - 15th December 2016 to be exact - which means the new UI will be rolle ]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_r5gtWK1oRKCrXXBMR00wqg" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_xkp316QASemi5aTysYQLgA" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_CQM5qhE8Rbu9zZToNg_VUw" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_h_APDm5zThW7C__5GGL6fA" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align- " data-editor="true"><div><p>The old and well known user interface of Zoho CRM is set to be phased out soon - 15th December 2016 to be exact - which means the new UI will be rolled out in its entirety from that time.</p><p><br></p><p>You may well have been using the new UI for some time - if not, it's great!  <br></p><p><br></p><p>Enhancements include many new features and enhancements such as improved screen layout/design, faster searching and filtering, check-in functions and improved reporting and dashboards.<br></p><p><br></p><p>However, if you have not yet seen it here is a 30 minute webinar from Zoho on what the new UI is and what you can expect:</p></div></div>
</div><div data-element-id="elm_25TVQcSiTr6Tp8MT3TVftQ" data-element-type="iframe" class="zpelement zpelem-iframe "><style type="text/css"></style><div class="zpiframe-container zpiframe-align-left"><iframe class="zpiframe " src="//www.youtube.com/embed/nnW8W0zsLPM?wmode=transparent" width="560" height="315" align="left" frameBorder="0"></iframe></div>
</div><div data-element-id="elm_8OAPVfq0TkSueY3g3USegw" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align- " data-editor="true"><div><h2>Contact Us<br></h2></div></div>
</div><div data-element-id="elm_kdXlQcB0QqiYd72c0s0IDQ" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align- " data-editor="true"><div><p>For more information on Zoho CRM and how best to implement it in your business <a alt="please contact us here" href="/Contact.html" target="_self" title="please contact us here">please contact us here</a>.<br></p></div></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Mon, 28 Nov 2016 20:32:42 +0000</pubDate></item><item><title><![CDATA[Configuring Custom Workflows in Zoho Creator]]></title><link>https://www.crmasiasolutions.com/blogs/post/Configuring-Custom-Workflows-in-Zoho-Creator</link><description><![CDATA[Here's the second in a series of three webinars on Zoho Creator. This one is on 'Configuring Custom Workflows'. Enjoy! ]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm__74dTV0lRgOLCeTcXVsa7g" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_Sd1gA4EnTfaeK3q6mmGacQ" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_iJfZLSuNTK2226RArN8Skg" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_R5ad6orcStKE8WGr8QwTgg" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align- " data-editor="true"><div><p>Here's the second in a series of three webinars on Zoho Creator.</p><p><br></p><p>This one is on 'Configuring Custom Workflows'.</p><p><br></p><p>Enjoy!<br></p></div></div>
</div><div data-element-id="elm_Iy1gF1tvTtSxikSOKAdHSA" data-element-type="iframe" class="zpelement zpelem-iframe "><style type="text/css"></style><div class="zpiframe-container zpiframe-align-left"><iframe class="zpiframe " src="//www.youtube.com/embed/P11vcmDcB8U?list=PLVjz-9HpdGHaLAjYyjSTO3Tl3BGMOBeLt&amp;wmode=transparent" width="560" height="315" align="left" frameBorder="0"></iframe></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Mon, 28 Nov 2016 15:18:26 +0000</pubDate></item><item><title><![CDATA[Zoho Creator: Getting Started]]></title><link>https://www.crmasiasolutions.com/blogs/post/Zoho-Creator-Getting-Started</link><description><![CDATA[We thought we should publish these excellent  videos from the Zoho Creator team which are videos of their recorded webinars on how to use Zoho Creator ]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm__0YI-r2qRJWahinsauIsAQ" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_eg86kzzpQF-rfx4GpR9ToQ" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_Ps4EFfVvRXW7PslJnNDk8Q" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_2vsSNPtMQv2AqrW7JXN92A" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align- " data-editor="true"><div><p>We thought we should publish these excellent  videos from the Zoho Creator team which are videos of their recorded webinars on how to use Zoho Creator.</p><p><br></p><p>We're loving Zoho Creator, what a powerful app... for building apps!  <br></p><p><br></p><p>The videos are perfect for non technical users, we found them very useful ourselves and customers love them.</p><p><br></p><p>The video below is the first in a series: Getting Started with Zoho Creator.</p><p><br></p><p>Enjoy!<br></p></div></div>
</div><div data-element-id="elm_bNnGmBtpR3q7JGCbyK_heQ" data-element-type="iframe" class="zpelement zpelem-iframe "><style type="text/css"></style><div class="zpiframe-container zpiframe-align-center"><iframe class="zpiframe " src="//www.youtube.com/embed/0YcBsW-W_10?list=PLVjz-9HpdGHaLAjYyjSTO3Tl3BGMOBeLt&amp;wmode=transparent" width="560" height="315" align="center" frameBorder="0"></iframe></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Tue, 08 Nov 2016 10:00:00 +0000</pubDate></item><item><title><![CDATA[Zoho Recruit Ranks 3rd Place in GetApp Software Reviews]]></title><link>https://www.crmasiasolutions.com/blogs/post/Zoho-Recruit-Ranks-3rd-Place-in-GetApp-Software-Reviews</link><description><![CDATA[In their recent article the well known and widely trusted tech/app comparison website 'GetApp' recently reported how Zoho Recruit had come in third pl ]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_2wOAYbNwQbKpw8KhbjVmjA" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_O5YjSnrpQ32yIyCduo9vSw" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_3_fl-mFpSXGkZwpmN34pzw" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_8fLaq6a8R661g3Jqg1ea9w" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align- " data-editor="true"><div><p><span>In their recent article the well known and widely trusted tech/app comparison website 'GetApp' recently reported how Zoho Recruit had come in third place in a review of a variety of recruitment applicant tracking software apps.<br><br>Software was assessed on such things as user reviews, as well as integration capability to other apps, mobile app availability, media presence and security. The software was assessed from an independent and unbiased viewpoint and each score given was independent of any commercial interests or any relationship that the software has with GetApp.<br></span></p></div></div>
</div><div data-element-id="elm_37mjYRSQRbCowy-gVVSFBg" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align- " data-editor="true"><div><p>Click the link below for: <br></p><p><br></p><p><a alt="GetApp's review of Zoho Recruit can be seen here" href="https://www.getapp.com/hr-employee-management-software/a/zoho-recruit/" rel="nofollow" target="_blank" title="GetApp's review of Zoho Recruit can be seen here">GetApp's review of Zoho Recruit</a>.<br></p></div></div>
</div><div data-element-id="elm_1jCganusS_S1tGfRhiJwKA" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align- " data-editor="true"><div><h2>Contact Us<br></h2></div></div>
</div><div data-element-id="elm_TVzD7YpsTRiqMIAaeaI-lg" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align- " data-editor="true"><div><p>For more information on Zoho Recruit <a alt="please contact us here" href="/Contact.html" target="_self" title="please contact us here">please contact us here</a>.<br></p></div></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Fri, 04 Nov 2016 16:33:59 +0000</pubDate></item><item><title><![CDATA[Add Multiple Attachments in Zoho Books or Invoice Email Notifications]]></title><link>https://www.crmasiasolutions.com/blogs/post/Add-Multiple-Attachments-in-Zoho-Books-or-Invoice-Email-Notifications</link><description><![CDATA[<img align="left" hspace="5" src="https://www.crmasiasolutions.com/files/attach-files-zoho-books-email-templates.png"/>We thought we would announce this small but useful enhancement on Zoho Books/Zoho Invoice , not only because it is a useful function but because we lik ]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_Z6eRdBtOQ3mirRI9wIb9Yg" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_hYoTrxCVSMWi2RnyYfpM3g" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_R1sBvduDQKGUgERfp5HL9Q" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_zAHwABgtT9ydYlVzVk3vXA" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align- " data-editor="true"><div><p>We thought we would announce this small but useful enhancement on <a href="/online-accounting-software.html" target="_self" title="Zoho Books/Zoho Invoice">Zoho Books/Zoho Invoice</a>, not only because it is a useful function but because we like how it demonstrates how Zoho listen to their customers and take valuable feedback on board to improve their software. <br><br>A customer of ours one day asked whether they could - instead of including lengthy terms and conditions in an invoice template - include them as an attachment on the email that send the invoice. <br><br>Different terms and conditions, could be attached to different email templates, rather than trying to remember to attach them when sending the invoice. <br><br>We suggested this to Zoho and within a week, they had introduced this enhancement. <br><br>You are now able to add attachments to the email template itself:</p></div></div>
</div><div data-element-id="elm_E49Vze9yR7WgCKToKC2OGw" data-element-type="image" class="zpelement zpelem-image "><style></style><div data-caption-color="" data-size-tablet="" data-size-mobile="" data-align="left" data-tablet-image-separate="" data-mobile-image-separate="" class="zpimage-container zpimage-align-left zpimage-size-original zpimage-tablet-fallback-original zpimage-mobile-fallback-original hb-lightbox " data-lightbox-options="
                type:fullscreen,
                theme:dark"><figure role="none" class="zpimage-data-ref"><span class="zpimage-anchor" role="link" tabindex="0" aria-label="Open Lightbox" style="cursor:pointer;"><picture><img class="zpimage zpimage-style-none zpimage-space-none " src="/files/attach-files-zoho-books-email-templates.png" size="original" alt="Attach files to email templates in Zoho Books and Zoho Invoice" data-lightbox="true"/></picture></span><figcaption class="zpimage-caption zpimage-caption-align-center"><span class="zpimage-caption-content">Zoho Books / Zoho Invoice now allows you to attach up to 5 files per email template</span></figcaption></figure></div>
</div><div data-element-id="elm_Cuaddc8RRiyJGeOcTjVG2w" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align- " data-editor="true"><div><p>These can be Terms and Conditions, standard contracts, a company introduction pack, or anything else you want to send to your customers in the quotation/invoice process. <br><br>If you have different contracts or Terms and Conditions documents, depending on what you are selling, then you can create different email templates. <br><br>This example is just one way that user feedback has helped to improve a Zoho product and we hope you will like this new function! <br><br>For more information on Zoho Books/Zoho Invoice, <a alt="please contact us here" href="/Contact.html" target="_self" title="please contact us here">please contact us here</a>. </p></div></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Fri, 07 Oct 2016 08:59:30 +0000</pubDate></item></channel></rss>