• Zoho CRM - Accounts & Contacts - Duration: 7 minutes, 18 seconds.

    • 7 years ago
    We've developed an industry specific template for Zoho CRM - designed for electronic systems contractors and system integrators. This video discusses the benefits of tracking accounts and contacts...
  • Zoho CRM - Customizing List Views - Duration: 8 minutes.

    • 6 years ago
    Using Custom Views in Zoho CRM is one of the easiest and most powerful ways to gain efficiency and effectiveness in your use of Zoho CRM. A custom view allows you to quickly and easily pull up a s...
  • Zoho CRM Cases - Duration: 7 minutes, 44 seconds.

    • 7 years ago
    Cases in Zoho CRM can be used for many purposes, this video details how they can be used by electronic systems contractors and system integrators to manage service calls. Having a system in place ...
  • Zoho CRM Workflows - Duration: 9 minutes, 6 seconds.

    • 7 years ago
    Workflow automation can make tedious and repetitive tasks easy and automated. Specific workflow rules are setup which govern the criteria for the workflow automation being triggered. Once the wor...
  • Zoho CRM Pipeline Management - Duration: 11 minutes.

    • 7 years ago
    Learn the basic elements of pipeline management in Zoho CRM. This video is targeted towards electronics systems contractors and system integrators, however the topics covered will benefit any Zoho...
  • Zoho CRM Custom Reports - Duration: 12 minutes.

    • 7 years ago
    Custom reports for Zoho CRM provide you with the ability to get more usefulness and value from your CRM data. As you progress in your implementation and your CRM is populated with more data, custo...
  • D-Tools SI5 Custom Reports -- Using Subreports - Duration: 3 minutes, 49 seconds.

    • 7 years ago
    Subreports are tools that can be used in the D-Tools System Integrator Report Designer module. They allow you to create a sub-element of a report and re-use that element across several reports wit...
  • D-Tools SI5 Custom Report Definitions - Duration: 3 minutes, 36 seconds.

    • 7 years ago
    Report definitions are saved 'versions' of a particular report template and allow the D-Tools user to custom tailor each definition's output settings using various parameters. The result is the ab...
  • D-Tools SI5 Custom Component ID - Duration: 4 minutes, 2 seconds.

    • 7 years ago
    This video discusses the opportunity for customizing the D-Tools Si5 Component ID structure (Unique number auto-assigned to every item in the project) by using the Location ID of the product. This...
  • D-Tools SI5 Change Orders - Duration: 2 minutes, 23 seconds.

    • 7 years ago
    Demonstrates the process for creating change order reports using D-Tools System Integrator 5.5 Revision Management Tools.
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