Weekly Zoho Helpdesk
Reviewed 11/2022
The answers to Life, the Universe, and Everything (mostly just Zoho stuff though)
Each Wednesday Mike will be available at the link below to answer your questions about Zoho products, Patten Solutions, or any other marketing-related issues.
Just tune in between 1-2pm and we'll help you out!
See ya there!
Recent Articles
Monthly Newswire
September 2022 August 2022 July 2022 June 2022Manually Sync Contacts in Zoho CRM Mobile App
Reviewed 10/2022 Need to Download the Mobile Apps? The links can be found here: Zoho Mobile Apps Sometimes you may have messages on the mobile app that your contacts are out of date or have been deleted. Usually there's a reasonable explanation for ...Zonability
Updated August 2022 Zonability Social Media Assets Here are a selection of Social Media Assets (Posts, Videos, Stories) for you to download and post to your own PERSONAL Social Media accounts to help promote Zonability to your clients. CLICK HERE TO ...PattApp Training
Reviewed Oct 2022 PattApp Social Media Assets Here are a selection of Social Media Assets (Posts, Videos, Stories) with accompanying caption ideas for you to download and post to your own PERSONAL Social Media accounts to help promote PattApp to your ...Breakthrough Broker
Updated 4/2022 Breakthrough Broker Social Media Assets Here are a selection of Social Media Assets (Posts, Videos, Stories) with accompanying caption ideas for you to download and post to your own PERSONAL Social Media accounts to help promote ...
Related Articles
Zoho CRM Contact Import Template
Updated 10/2021 To ensure consistent quality in our imports please use the attached template and fill it out as much as possible. The teal-colored columns are REQUIRED FIELDS the Gray Fields can be useful and if the information is available you ...Zoho Expense Training
Updated June 2022 Install the Zoho Expense Mobile App to make on the go Expenses painless: https://www.zoho.com/us/expense/mobile-apps/ Full Training Recording Here's the full training from our meeting on 6/8/2022. I've embedded the individual ...Manually Sync Contacts in Zoho CRM Mobile App
Reviewed 10/2022 Need to Download the Mobile Apps? The links can be found here: Zoho Mobile Apps Sometimes you may have messages on the mobile app that your contacts are out of date or have been deleted. Usually there's a reasonable explanation for ...Zoho Email Authentication Failed (535 5.7.3 Authentication Unsuccessful)
The Error: When your email becomes disconnected in Zoho you may see a warning that looks like this. Usually, this is caused when your Office 365 / Outlook password has changed. How to Fix: Sign into Zoho CRM. Click on Settings in the top right. ...How To: Monthly Birthday Report
Reviewed 10/2022 Here's a quick way for you to pull which of your clients have a birthday this month in Zoho CRM. Navigate to the PTC Contacts Module. In Filters, search for "Birthday Month" Next, set the modifier to "=" and type the Month # in the ...